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57,000 jobs. The Dow hit a record.

57,000 jobs. The Dow hit a record.

The worst payrolls print of the year just killed the rate-hike trade.

Jul 2, 2026

Micron fell 8%. Meta rose 10%. Same trade.

Micron fell 8%. Meta rose 10%. Same trade.

The companies building AI are falling. The companies selling it just started rising.

Jul 1, 2026

Best quarter in six years. Despite everything.

Best quarter in six years. Despite everything.

A war, a hawkish Fed, a tech selloff, two Korean crashes. The S&P still won.

Jun 30, 2026

Dow closed above 52,000 for the first time.

Dow closed above 52,000 for the first time.

Alphabet's first day in the blue chips. The Supreme Court just protected the Fed.

Jun 29, 2026

Nasdaq lost 4% this week. The Dow gained.

Nasdaq lost 4% this week. The Dow gained.

Korea tripped circuit breakers twice. OpenAI delayed its IPO. And breadth held every day.

Jun 26, 2026

Micron up 17%. Apple down 6.5%. Same trade.

Micron up 17%. Apple down 6.5%. Same trade.

The company selling AI memory had its best quarter ever. The one buying it raised prices.

Jun 25, 2026

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