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Nasdaq 25K, Best Month Since 2020

Nasdaq 25K, Best Month Since 2020

Five of five Mag Seven beat. Ten of eleven sectors up. The tape picked breadth.

May 1, 2026

The Capex Is Real. The Question Is Who Profits.

The Capex Is Real. The Question Is Who Profits.

Caterpillar +10%. Alphabet +7%. Meta −7%. Same story, different winners.

Apr 30, 2026

The Fed Just Split Four Ways

The Fed Just Split Four Ways

First time since 1992. Powell isn't leaving the board. Two-year yield jumped 9 bips.

Apr 29, 2026

The Customer at the Center Can't Pay

The Customer at the Center Can't Pay

OpenAI missed its targets. Oracle dropped 7%, then bought half of it back.

Apr 28, 2026

The Hyperscaler Trade Just Broke

The Hyperscaler Trade Just Broke

Microsoft gave up its AI moat. Goldman raised oil $10. Same day, same chart.

Apr 27, 2026

The Fed Just Got Easier

The Fed Just Got Easier

Rate cut odds jumped eleven points in one session. And nobody's talking about it.

Apr 24, 2026

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