Daily AI-written market analysis: index moves, sector rotations, and macro trends distilled from thousands of market signals.

The Strait of Hormuz standoff between Iran and the US is the market's single biggest macro story, and most retail investors are sleeping on the ripple effects.

The Dow just hit a record but the Nasdaq dropped 0.8% and only 44,000 private jobs were added in July. The market is not as healthy as the headline suggests.

The Dow closed at a record 54,085 as Iran deal hopes tanked oil prices 5% and AI darlings like Palantir surged 29%. Here's what drove it.

Big tech dropped $700B on AI this year and free cash flow is cratering. Here's who survives the capex arms race and who gets left holding the bill.

Market data is offline, but the real story is written in oil prices, a stronger dollar, and Shell's near-record $9.8B profit. Here is what the chaos actually means.

The Fed held rates steady for the fifth straight meeting, but Kevin Warsh's murky press conference may have done more damage than a hike ever could.

Microsoft adds $500B in a day, a hedge fund implodes, US bombs Iran, and Bill Nygren says he's seen this movie before. July 31 is a lot.

Tim Cook's final earnings call as Apple CEO is shaping up to be his best. Here's what the numbers say and what comes next.

The Fed held rates steady and somehow made everything worse. Warsh's press conference spooked bonds, the Dow tanked 1,153 points, and oil is knocking on $85.

The Dow gained 537 points while the Philadelphia Semiconductor Index dropped 4.6% for a fourth straight day. This is not a healthy bull market. It's a rotation.

Wall Street is rallying hard on US-Iran ceasefire hopes, but Steve Eisman sold Alphabet and is sitting in cash. Here's what both sides are watching.
Big Tech's biggest week arrives as oil hits $100 and the bond market prices in a rate hike. Can MSFT and META justify the AI bill?