The Hormuz Trade Has a Second Act
Brent is back near $90, the ceasefire collapsed again, and the options market is still pricing war, not peace.
Month: July 2026
Apple’s $5T Margin Problem
July 31, 2026 Apple’s $5T Margin Problem A record quarter, a leadership handoff, and a semiconductor crunch that changes the…
The OVX Just Hit 3x the VIX. Energy Stocks Are Cashing the Check.
When commodity volatility runs at triple equity volatility, refiners, integrated majors, and upstream producers stop being cyclical plays and start being something else entirely.
Micron Is Down 40% From Its High. The Business Just Hit Records.
Record Q3 revenue, $50B Q4 guidance, and $100B in contracts. The selloff is about fear, not fundamentals.
Microsoft just proved the doubters wrong
July 30, 2026 Microsoft’s AI Bet Is Paying Off What this week’s earnings mean for long-term wealth builders. Sponsored First…
Meta Reports Tonight. The Capex Number Is the Only Test.
A $60 billion revenue quarter could still send the stock lower.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
Meta reports tonight. Read this first.
July 29, 2026 Meta Earnings Tonight: The $145B Question A great business at a discount. Tonight we find out if…
Meta Reports Tomorrow. The Cloud Bet Is the Hidden Number.
A potential $10B Anthropic deal could turn $125B–$145B in AI spending into a revenue offset.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.