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Markets are ripping higher again.Dow futures jumped more than 400 points while oil prices plunged nearly 6% as optimism ...
05/25/2026

Markets are ripping higher again.

Dow futures jumped more than 400 points while oil prices plunged nearly 6% as optimism grew around a possible U.S.-Iran agreement.

Now the bigger headline:

The S&P 500 and Nasdaq are back at all-time highs.

Nvidia just reported its fiscal first-quarter earnings after the bell.Here are the key numbers:• EPS: $1.87• Revenue: $8...
05/20/2026

Nvidia just reported its fiscal first-quarter earnings after the bell.

Here are the key numbers:
• EPS: $1.87
• Revenue: $81.62B vs $78.86B expected

The market is now turning its attention to Nvidia’s earnings call at 5 PM ET, where investors will be focused on what CEO Jensen Huang says about AI demand, new customers, and future growth opportunities.

Producer inflation came in far hotter than expected.PPI surged 6% year-over-year and 1.4% month-over-month, both massive...
05/13/2026

Producer inflation came in far hotter than expected.

PPI surged 6% year-over-year and 1.4% month-over-month, both massively above estimates.

Now both CPI and PPI are sitting at their highest levels in roughly three years.

Inflation just accelerated again.Consumer prices rose 3.8% year-over-year in April the highest level since May 2023.Core...
05/12/2026

Inflation just accelerated again.

Consumer prices rose 3.8% year-over-year in April the highest level since May 2023.

Core CPI also remained elevated, showing inflation pressures are no longer limited to energy alone.

AMD is going vertical after its latest earnings report.The stock surged more than 13% after hours, officially breaking a...
05/05/2026

AMD is going vertical after its latest earnings report.

The stock surged more than 13% after hours, officially breaking above $400 per share for the first time ever.

Even more impressive:

AMD is now up 82% in just the past 30 days.

This is what happens when strong earnings collide with AI momentum and aggressive market positioning.

Palantir just delivered a massive earnings beat across the board.EPS came in at $0.33 vs $0.28 expected, while revenue r...
05/04/2026

Palantir just delivered a massive earnings beat across the board.

EPS came in at $0.33 vs $0.28 expected, while revenue reached $1.63B, also beating estimates.

But the real headline:

revenue is up 85% year-over-year.

All of the Magnificent Seven except Tesla, just beat earnings expectations.That includes companies like Apple, Microsoft...
05/02/2026

All of the Magnificent Seven except Tesla, just beat earnings expectations.

That includes companies like Apple, Microsoft, Nvidia, Amazon, Meta, and Google reinforcing one clear trend:

market leadership remains concentrated at the top.

The stock market just delivered its strongest month in six years. The S&P 500 surged 15% in just 30 days, adding over $8...
05/02/2026

The stock market just delivered its strongest month in six years. The S&P 500 surged 15% in just 30 days, adding over $8 trillion in market value.

Moves like this don’t happen randomly.

They’re usually driven by a combination of positioning, liquidity, and a shift in expectations not just fundamentals.

Inflation is picking up again.March PCE — the Fed’s preferred inflation gauge — rose 3.5% year-over-year, marking the hi...
04/30/2026

Inflation is picking up again.

March PCE — the Fed’s preferred inflation gauge — rose 3.5% year-over-year, marking the highest level in nearly three years.

The main driver: rising energy costs linked to the Iran conflict.

This creates a real challenge for the Fed:

inflation moving higher again reduces the likelihood of rate cuts and keeps financial conditions tight.

The Federal Reserve decided to leave interest rates unchanged — exactly what markets expected.No surprise in the decisio...
04/29/2026

The Federal Reserve decided to leave interest rates unchanged — exactly what markets expected.

No surprise in the decision, which means the real focus now shifts to communication.

This upcoming press conference could be Jerome Powell’s final one as Fed Chair, making it even more important for markets.

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