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Category: Business

MSFT Is Down ~30% From Its High and Reports July 29
Business

MSFT Is Down ~30% From Its High and Reports July 29

Azure grew 40% last quarter. The stock is trading like it didn’t.

July 11, 2026
JPMorgan Reports Tuesday. The Whole Market Will Be Watching.
Business

JPMorgan Reports Tuesday. The Whole Market Will Be Watching.

Q2 bank earnings kick off July 14 and set the tone for the rest of the season.

July 10, 2026
IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.
Business

IWM’s Best First Half Since 1991. Now Someone Bet $20M It Gets Messy.

The small-cap rotation trade is real. But the options market just flagged something worth watching.

July 10, 2026
SK Hynix Lists on Nasdaq Tomorrow. It Could Be the Biggest ADR Debut Ever.
Business

SK Hynix Lists on Nasdaq Tomorrow. It Could Be the Biggest ADR Debut Ever.

The company powering Nvidia’s AI chips is about to land on U.S. exchanges under ticker SKHY.

July 9, 2026
Delta Reports Friday. The Fuel Story Changed.
Business

Delta Reports Friday. The Fuel Story Changed.

A $2 billion cost headwind may be smaller than feared — and the summer travel season is peaking right now.

July 7, 2026
Microsoft Is Down ~30% From Its Peak. July 28 Is the Number That Matters.
Business

Microsoft Is Down ~30% From Its Peak. July 28 Is the Number That Matters.

A ~$190B capex bet, Azure at 40% growth, and a stock trading near 52-week lows heading into FY26 Q4 earnings.

July 6, 2026
SaaS Lost $2 Trillion. The Survivors Are Now the Most Interesting Stocks in Tech.
Business

SaaS Lost $2 Trillion. The Survivors Are Now the Most Interesting Stocks in Tech.

The SaaSpocalypse created the dislocation. Now comes the sorting.

July 2, 2026
Alphabet Just Joined the Dow. The Timing Couldn’t Be Worse.
Business

Alphabet Just Joined the Dow. The Timing Couldn’t Be Worse.

GOOGL got its blue-chip badge at the peak of its worst month in over a year.

July 1, 2026
Gold Just Gave Back Its Entire 2026 Gain. The Next Trade Is Not What You Think.
Business

Gold Just Gave Back Its Entire 2026 Gain. The Next Trade Is Not What You Think.

The precious metals crash has a second chapter nobody is pricing correctly.

June 30, 2026
Apple Just Did Something It Almost Never Does. The Trade Is Bigger Than One Day’s Drop.
Business

Apple Just Did Something It Almost Never Does. The Trade Is Bigger Than One Day’s Drop.

AAPL fell 6% on mid-cycle price hikes. Now the July 30 gross margin number is everything.

June 29, 2026

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