Fri 12 Jun 2026 · New York Edition

Oil's Iran war premium evaporates on peace hopes.

Fri 12 Jun 2026 · London Edition

Iran strike averted: risk-on blasts off, oil sinks.

Thu 11 Jun 2026 · New York Edition

Iran just handed the ECB a reason to hike.

Thu 11 Jun 2026 · London Edition

Iran war pumps commodities, inflation; tech cracks into correction.

Wed 10 Jun 2026 · New York Edition

SpaceX fear sinks tech; Iran strikes light oil hedges.

Wed 10 Jun 2026 · London Edition

Oil's split brain and the memory supercycle nobody's fading.

Tue 09 Jun 2026 · New York Edition

China blacklist, oil glut, but a $35bn AI chip deal.

Tue 09 Jun 2026 · London Edition

Apollo and Blackstone’s $35bn AI bet is a buy signal.

Mon 08 Jun 2026 · New York Edition

Iran blinks. Nvidia says buy the dip.

Mon 08 Jun 2026 · London Edition

Tech rout, oil surge, VIX spike — the regime just flipped.

Sun 07 Jun 2026 · Weekend Edition

Oil +92% YTD, crypto -23%, ECB hawkish: Iran reshapes markets

Sat 06 Jun 2026 · Weekend Edition

The AI trade just blew up. Broadcom was the detonator.

Fri 05 Jun 2026 · New York Edition

Small-cap mania is the sell signal nobody wants.

Fri 05 Jun 2026 · London Edition

Hard assets are calling. Tech's 2020 warning says listen.

Thu 04 Jun 2026 · New York Edition

Chipmakers tear higher. Staples sink. Two economies, one market.

Thu 04 Jun 2026 · London Edition

Oil rips, chips diverge. The market is split in half.

Wed 03 Jun 2026 · New York Edition

Oil's Iran panic breaks the yen.

Wed 03 Jun 2026 · London Edition

AI and oil both surge. Gold is now reserve king.

Tue 02 Jun 2026 · New York Edition

Nvidia's CPU blitz redraws the chip map.

Tue 02 Jun 2026 · London Edition

AI capex just got a $10 billion Berkshire stamp.

Mon 01 Jun 2026 · New York Edition

Berkshire's housing bet is real-economy oxygen. AI is running on fumes.

Mon 01 Jun 2026 · London Edition

Berkshire buys a homebuilder. Bonds bet on a hike.

Sun 31 May 2026 · Weekend Edition

Rate hikes are back on the table. Bonds haven't priced it.

Sat 30 May 2026 · Weekend Edition

Risk appetite ignores the Fed; AI and M&A lead.

Fri 29 May 2026 · New York Edition

AI server boom confirmed; oil supply scare is real.

Fri 29 May 2026 · London Edition

Crypto is pricing Armageddon. Semis are pricing utopia.

Thu 28 May 2026 · New York Edition

One million car buyers vanished. Memory chips still partying.

Thu 28 May 2026 · London Edition

AI boom drowns out ECB warnings. Complacency is the trade.

Wed 27 May 2026 · New York Edition

Semis soar on Nvidia's $150bn; treasuries crushed.

Wed 27 May 2026 · London Edition

Chips surge: Samsung strike averted, Micron $1625, EM records.

Tue 26 May 2026 · New York Edition

BP's boardroom blowout is a short. Bank deregulation is a long.

Tue 26 May 2026 · London Edition

Iran escalation meets AI fatigue. Rotation is the trade.

Mon 25 May 2026 · New York Edition

Oil plunges on Iran deal. Treasury market is split in two.

Mon 25 May 2026 · London Edition

Oil's deal-hope dip masks the tightest supply in years.

Sun 24 May 2026 · Weekend Edition

Iran blockade bites, China's AI rally implodes.

Sat 23 May 2026 · Weekend Edition

The market is pricing AI in everything but oil.

Fri 22 May 2026 · New York Edition

Chips and jewelry are the market's only durable longs.

Fri 22 May 2026 · London Edition

SpaceX IPO frenzy masks a consumer in distress.

Thu 21 May 2026 · New York Edition

AI hardware is the new software. Oil's supply crunch meets the Fed.

Thu 21 May 2026 · London Edition

Dimon warns rates could soar. Zahn is buying bonds.

Wed 20 May 2026 · New York Edition

Long bonds are screaming. Stocks aren't listening.

Wed 20 May 2026 · London Edition

BofA sees 'bull capitulation' — sell stocks.

Tue 19 May 2026 · New York Edition

Smart money is rotating out of AI chips into ships, lithium, and data centres.

Tue 19 May 2026 · London Edition

NextEra’s $67B utility deal reshapes energy, ignore the noise.

Mon 18 May 2026 · New York Edition

Oil's $108. Stocks are in denial.

Mon 18 May 2026 · London Edition

The oil shock just broke mortgage costs. Equities haven’t noticed.

Sun 17 May 2026 · Weekend Edition

The risk-on trade broke. Oil is all that works.

Sat 16 May 2026 · Weekend Edition

Oil spikes on Hormuz; M&A lights the only green.

Fri 15 May 2026 · New York Edition

Yields spike, tech rallies anyway. UK and India hit by fiscal fear.

Fri 15 May 2026 · London Edition

Oil's 107% YTD surge is the only chart that matters today.

Thu 14 May 2026 · New York Edition

AI IPO frenzy ignores the $300B war bill.

Thu 14 May 2026 · London Edition

Cerebras IPO prices at $185. AI's second act is just getting started.

Wed 13 May 2026 · New York Edition

Gold merger boom meets tariff reality check.

Wed 13 May 2026 · London Edition

Iran war's supply shock is being priced commodity by commodity.

Tue 12 May 2026 · New York Edition

Oil and inflation are tightening. The bond selloff is right.

Tue 12 May 2026 · London Edition

Oil faces a demand-supply split as US selling and China weakness counter Iran fears, while retail floods record chip highs; USO +101% YTD, SMH at all-time highs.

Mon 11 May 2026 · New York Edition

KOSPI hits record on AI chip frenzy while Morgan Stanley sees $150 oil on Hormuz risk, but retail late to chips flags reversal.

Mon 11 May 2026 · London Edition

Iran war stalemate drives oil higher and fuels inflation concerns, with Pimco warning the Fed may hike; memory chips surge on supercycle.

Sun 10 May 2026 · Weekend Edition

Chip stocks surge to new highs on soaring profits, while oil stays elevated on Iran war and European carmakers absorb €8bn in Trump tariffs.

Sat 09 May 2026 · New York Edition

Blowout earnings, Intel's Apple deal and AI infrastructure financing push stocks to records; Iran war strains commodities and shipping.