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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87 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
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
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.
Amara Okafor8 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