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Software hit an all-time high. Six of eleven sectors closed red.

Software hit an all-time high. Six of eleven sectors closed red.

Nvidia reversed its after-hours drop. Salesforce surged 13%. But Hormel cut guidance, Wendy's lost its buyer, and two Fed hawks warned from Jackson Hole. Warsh speaks tomorrow.

Aug 27, 2026

Nvidia beat everything. The stock fell 7%.

Nvidia beat everything. The stock fell 7%.

Revenue surged 122%. Net income doubled. Guidance was positive. And the stock dropped after hours — for the fifth straight quarter. The AI premium just hit a ceiling.

Aug 26, 2026

Oil crashed 3%. Tech rallied. The market just picked its side.

Oil crashed 3%. Tech rallied. The market just picked its side.

Sanctions replacing strikes sent Brent to $88. The Nasdaq jumped 0.7%. Consumer confidence fell to a January low. Nvidia reports tomorrow. PCE tomorrow. Everything at once.

Aug 25, 2026

Bessent just weaponized the dollar against Iran.

Bessent just weaponized the dollar against Iran.

"Operation Economic Outcast" — any country dealing with Tehran gets cut from the dollar system. Chips sold off. Nvidia Wednesday.

Aug 24, 2026

The economy is still growing. The consumer is still slowing. Both are true.

The economy is still growing. The consumer is still slowing. Both are true.

PMI hit a 4-year high. The Dow surged 500 points. But all three indexes posted weekly losses. Bessent Monday. Jackson Hole. Nvidia Wednesday.

Aug 21, 2026

Walmart said the consumer is making trade-offs. The Dow fell 700 points.

Walmart said the consumer is making trade-offs. The Dow fell 700 points.

Treasury buyback lasted one day. 30Y yields rebounded. Oil hit $93. National debt passed $37 trillion. The life raft deflated.

Aug 20, 2026

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