Latest News
Latest News
Oil's 7.6% Plunge Tests the Iran Peace Rally
Brent settled $8.66 lower at $104.77 on Monday — its biggest daily drop since July — as a US-Iran peace plan draft circulated. WTI bounced 1.65% by Tuesday.
Amara Okafor8 min read
AMD Reports Tonight: The AI Chip Trade's Next Test
AMD reports Q3 after the close Tuesday with analysts modeling $13.1 billion of revenue, up 42%, and EPS of $1.93-$1.95. The stock is down 11% into the print.
James Whitfield8 min read
Apple's Record $114.5 Billion Quarter Gets a Tariff Boost
Apple posted record fiscal Q4 revenue of $114.5 billion, up 12%, with EPS of $2.10 — but five cents of earnings and a point of margin came from tariff refunds.
Amara Okafor7 min read
EconomyAnalysis
Fed's New Calendar: Fewer Rate Votes Starting 2027
Fed Chair Kevin Warsh will cut rate votes to seven in 2027 and six in 2028 while keeping eight meetings. Barron's warns longer gaps could widen uncertainty.
Amara Okafor8 min read
TradeAnalysis
Midterms and Tariffs: What Changes for US Importers
Tariffs are on the ballot. Democratic wins would shift the trade debate but fall short of rollbacks, Reuters reports — tariff power stays with the White House.
James Whitfield8 min read
Election Day on Wall Street: S&P 500 Faces the Midterm Test
The S&P 500 closed at 7,541.40 on election eve as a 1.1% rally evaporated. The year after midterms has averaged a 13.7% gain — but reaction day often stings.
James Whitfield8 min read
Oil Falls Below $112 as Iran Talks Shift the War Premium
Brent fell $1.51 to $111.92 a barrel as Iran peace talks unwind the war premium. The arithmetic says roughly $43 of every barrel is still fear.
Amara Okafor8 min read
TechnologyAnalysis
Big Tech's $800 Billion AI Bet Meets a Market in Retreat
Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.
James Whitfield9 min read
Markets
View allJames Whitfield8 min read
Election Day on Wall Street: S&P 500 Faces the Midterm Test
The S&P 500 closed at 7,541.40 on election eve as a 1.1% rally evaporated. The year after midterms has averaged a 13.7% gain — but reaction day often stings.
S&P 500 Midterm Forecast: Election, Fed and Jobs Test Ahead
November 2, 2026
Why Is Gold Falling Despite War? Worst October Since 2008
November 1, 2026
Wall Street Ends October With Worst Day Since June
October 31, 2026Economy
View allAnalysisAmara Okafor8 min read
Fed's New Calendar: Fewer Rate Votes Starting 2027
Fed Chair Kevin Warsh will cut rate votes to seven in 2027 and six in 2028 while keeping eight meetings. Barron's warns longer gaps could widen uncertainty.
Trade
View allMidterms and Tariffs: What Changes for US Importers
November 3, 2026
US-Canada Trade Deal Nears as Tariff Thaw Meets Midterms
November 2, 2026
US Extends China Tariff Truce for Two More Months
October 31, 2026
AI Customs Clearance in 2026: A Practical Guide for Importers and Exporters
October 30, 2026
Trump Ends Tariffs on Some Canadian Goods as the Counter-Tariff Standoff Thaws
October 30, 2026Iran War Adds $11 Billion a Month to Europe's Oil Import Bill
October 29, 2026Companies
View allNovember 3, 2026
Apple's Record $114.5 Billion Quarter Gets a Tariff Boost
Apple posted record fiscal Q4 revenue of $114.5 billion, up 12%, with EPS of $2.10 — but five cents of earnings and a point of margin came from tariff refunds.
November 2, 2026
Apple Q4 Earnings Preview: iPhone 18 Sales in the Spotlight
Apple reports fiscal Q4 today at 5 p.m. ET. The revenue bar sits at $113.4 billion — above Apple's own guidance — with iPhone 18 Pro demand in the spotlight.
October 31, 2026
Amazon's Record Cloud Growth Can't Calm AI Capex Fears
Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.
October 30, 2026
Emerging Market Fintech IPOs to Watch Before the End of 2026
From Gulf payments processors to Indian lending platforms, emerging market fintech IPOs are returning to the market with profits instead of just growth stories.
October 30, 2026
Amazon Sinks as AI Spending Eclipses Its Fastest Cloud Growth in Five Years
Despite AWS growth accelerating to a five-year high, investors punished Amazon for its massive capital expenditures on AI infrastructure, revealing a market tension between growth ambitions and returns.
October 30, 2026
Intel's Cash-Burn Warning Deepens the Foundry Dilemma
Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.
Technology
View allAMD Reports Tonight: The AI Chip Trade's Next Test
Big Tech's $800 Billion AI Bet Meets a Market in Retreat
Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.
James Whitfield9 min read
Meta's TPU Talks Rattle Nvidia's Chip Dominance
Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.
James Whitfield7 min read
AnalysisJames Whitfield7 min read
AI Chip Export Controls in 2026: What the Current Rules Mean for Tech Buyers
AI chip export controls entered a new phase in 2026. This guide explains the licensing regime, who is affected, and what compliance teams should do before year-end.
Chip Selloff Widens as AI Leaders Call for a Pause
James Whitfield8 min readEnergy
View allAmara Okafor8 min read
Oil's 7.6% Plunge Tests the Iran Peace Rally
Brent settled $8.66 lower at $104.77 on Monday — its biggest daily drop since July — as a US-Iran peace plan draft circulated. WTI bounced 1.65% by Tuesday.
Amara Okafor8 min read
Oil Falls Below $112 as Iran Talks Shift the War Premium
Brent fell $1.51 to $111.92 a barrel as Iran peace talks unwind the war premium. The arithmetic says roughly $43 of every barrel is still fear.