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
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39 results for “Trade”
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
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
US-Canada Trade Deal Nears as Tariff Thaw Meets Midterms
A US Canada trade deal is close, Trump says after his Nov 1 call with Carney. Steel and auto tariff relief and a $20 billion overhang hang on the midterms.
James Whitfield8 min read
S&P 500 Midterm Forecast: Election, Fed and Jobs Test Ahead
The S&P 500 starts election week at 7,580.07. Three catalysts in five days — the vote, the Fed, payrolls — decide if the 14.5% post-midterm pattern pays out.
James Whitfield18 min read
MarketsAnalysis
Why Is Gold Falling Despite War? Worst October Since 2008
Gold should have thrived on war, falling yields and a softer dollar this week. Instead, the gold price fell below $4,000 and closed its worst October since 2008.
James Whitfield12 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
US Extends China Tariff Truce for Two More Months
USTR's proposed two-month Section 301 China tariff suspension extension pushes the deadline past November 9 — what importers must fix before January.
James Whitfield8 min read