🔹 A market repriced on guesses
The Dow’s best day since April 2025. Oil below $90. Not one company’s business changed.
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🔹 The business grew. The price didn’t.
AMD’s revenue rose 45% in a year. Its sector fell 22% in a month. Both are true.
🔹 October sent the bill for the AI build-out
The Nasdaq fell 5.2% last month. The Dow rose 1.5%. Amazon burned $42 billion in cash.
🔹 The bond market’s reply to the Fed
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Tuesday’s good news was hawkish news
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 The day AI spending became a contract
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 The Fed’s problem is a barrel of oil
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 There was no right answer on spending
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Repriced by somebody else’s quarter
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Three in four stocks in the index rose Tuesday. The index itself gained 0.28%. Here’s why.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Two banks changed their minds. Nothing about the companies changed. Tech rose 1.1% anyway.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 The Dow fell 22.6% in one session and the economy shrugged. The reason why matters now.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Two stories, one week
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Five numbers, and none of them are the market’s
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Four things I got wrong
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 A special edition — six things that were true last year and will be true next year.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 The S&P moved four points. Don’t be fooled
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Stocks closed Friday near a record. Confidence hit a five-month low. Both readings are correct.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Thursday’s selling had nothing to do with bonds. It came from a private company’s revenue line.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 The Fed's minutes pointed at one more hike. The bond market priced something larger.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 A record high, after six weeks of bad news
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Why the buyer's stock falls
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Gold is up 4% and down 26% right now
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.
🔹 Unemployment rose. That's not the bad news you think.
Stocks set fresh records as Hegseth confirms the Iran ceasefire and oil retreats nearly 4%.