AI-powered market analysis and insights

Brent crude near $116/barrel, Goldman hiking recession odds to 30%, and Iran charging $2M per ship to pass Hormuz. Energy is the only trade that matters right now.

Brent crude is above $112, the S&P is down 7% in five weeks, and one YouTube channel is calling $150-$200 oil. The data is starting to agree.

Tech is getting wrecked, oil is the only trade, but BF.B and CRWD are the tickers with actual drama this week. Here's the breakdown.

META dropped 8% on back-to-back jury losses while VLO hit a record high after a refinery fire. War is weird. Markets are weirder.

Oil at $105, AI eating BPO margins, and a beauty giant trying to buy a new dress while its house is on fire. Three tickers, three very different messes.

Oil swung 14% in a day, Estee Lauder cratered 7.7%, and Norwegian Cruise popped 6.2%. The Iran trade is pricing everything right now.

S&P down 5.5% in four weeks, oil at multi-year highs, and Ian Bremmer says markets haven't priced in the Iran war yet. Cool, cool, cool.
AAPL is cosying up to China while Iran plays hardball with global oil supply. Two totally unrelated stories. Except they're not.

WTI hits $112, Qatar's LNG terminal is toast, and the social internet is collectively realizing oil runs everything. Three tickers to watch right now.

FDX surges 8% on a blowout quarter, LNG names go vertical on Qatar supply shock, and Micron's $25B capex bomb has investors sweating. Here's who's winning the chaos.

Qatar's Ras Laffan is offline, Brent crude is at $115, and the Fed won't cut until 2027. Chaos is expensive — unless you own the right tickers.

NVDA doubled its revenue forecast to $1T through 2027 and the internet exploded — but the real alpha might be hiding in its coattail riders.