Articles
Daily market commentary and analysis.
Apple’s Best Quarter Ever Still Sent AAPL Stock Down 6% — Here’s Why
Apple delivered its best June quarter in company history on July 30, yet investors still punished the stock. Revenue came in at $109.4 billion, up 16% year over year, while diluted earnings per share…
Aug 3, 2026
Oil Plunges 7% as Trump Cancels Iran Strike — What It Means for Energy Stocks
Oil prices cratered on Monday after U.S. President Donald Trump announced he was calling off a planned military strike on Iran in favor of resuming nuclear negotiations. Brent crude dropped as much…
Aug 3, 2026
Palantir Blows Past Q2 Estimates With $1.85 Billion in Revenue as AI Contracts Surge
Palantir Technologies delivered a decisive earnings beat on Monday, August 3, reporting Q2 2026 revenue of $1.85 billion — well above the $1.81 billion analyst consensus and up significantly from…
Aug 3, 2026
Amazon Hits Its First $200 Billion Quarter as AWS Surges 37% — AMZN Soars 9%
Amazon crossed a historic milestone on July 31, reporting its first-ever $200 billion quarter. Q2 2026 revenue came in at $200.6 billion, up 20% year-over-year, while operating income surged 43% to…
Aug 3, 2026
Microsoft Azure Crosses $100 Billion Milestone With 43% Growth as MSFT Stock Surges
Microsoft delivered a landmark fiscal fourth-quarter earnings report on July 29, announcing that Azure cloud crossed $100 billion in annual revenue for the first time in company history. Azure grew…
Jul 31, 2026
Meta Beats on Revenue but Free Cash Flow Collapses 91% as AI Spending Hits $31 Billion
Meta Platforms reported Q2 2026 revenue of $60.8 billion on July 29 — a 28% year-over-year gain that topped the Wall Street consensus of $60.2 billion. But the headline number is where the good news…
Jul 31, 2026
Apple Posts Record $109.4B Quarter but Stock Falls 6% on China and Services Miss
Apple delivered its best June quarter ever on July 30, reporting fiscal Q3 2026 revenue of $109.4 billion — up 16% year over year — and earnings per share of $2.02, well above the $1.89 analysts had…
Jul 31, 2026
PCE Inflation Cools to 3.7% in June — But the Fed Is Still Talking Hikes, Not Cuts
The Federal Reserve’s preferred inflation gauge cooled meaningfully in June, but the data has done little to change the central bank’s hawkish posture. The Bureau of Economic Analysis reported on…
Jul 31, 2026
Chip Stocks Stage Historic Comeback: Intel and AMD Surge 13%, SOXX ETF Jumps 8% in One Session
The semiconductor sector staged one of its most dramatic single-session reversals of 2026 on July 30, erasing a significant chunk of the $1 trillion-plus in market value wiped from chip stocks in the…
Jul 31, 2026
Amazon Q2 2026: AWS Hits $42 Billion as AI Business Surpasses $25 Billion Run Rate
Amazon delivered one of its most impressive quarterly performances ever on July 30, 2026, reporting Q2 revenue of $200.6 billion — a 20% year-over-year jump and the company’s first quarter above the…
Jul 31, 2026
Moderna Has Doubled in 2026 — But Wall Street Is Not Buying the Rally
Moderna (NASDAQ: MRNA) shares have surged more than 100% in 2026, with the stock recently touching 52-week highs above $81 per share. But Wall Street analysts are nowhere close to endorsing the move.…
Jul 30, 2026
Fed Holds Rates in 9-3 Vote as GDP Slips to 1.5% — A Stagflation Warning Investors Can't Ignore
The Federal Reserve held its benchmark interest rate steady in a 3.5%–3.75% target range on Wednesday, July 29, but the vote was far from unanimous: three members dissented in favor of a rate hike —…
Jul 30, 2026
Apple Tops Q3 Estimates at $111 Billion in Tim Cook's Final Earnings Call
Apple delivered a strong beat in its fiscal third-quarter 2026 results on Thursday, posting $111.2 billion in revenue — well ahead of the $108.9 billion analysts had forecast — while earnings per…
Jul 30, 2026
30-Year Treasury Yield Hits 5.22% — Highest Since 2007 and What It Means for Your Portfolio
The Federal Reserve held interest rates steady at its July 28–29 meeting, but bond markets delivered a verdict of their own: the 30-year Treasury yield surged 11 basis points on Wednesday to 5.22% —…
Jul 30, 2026
Meta Beats Revenue but Misses EPS by 14% — AI Costs Collapse Free Cash Flow 91%
Meta Platforms’ second-quarter 2026 earnings report delivered a split verdict that sent shares tumbling roughly 10% in after-hours trading on Tuesday. Revenue of $60.8 billion beat the $60.2 billion…
Jul 30, 2026
Microsoft Crushes Q4 Estimates — Azure Grows 43% and Revenue Hits $90 Billion
Microsoft delivered one of the most convincing earnings reports of the 2026 mega-cap season on Tuesday evening, posting fiscal fourth-quarter revenue of $90.0 billion — up 18% year-over-year and well…
Jul 30, 2026
SK Hynix Posts 557% Profit Surge — AI Memory Demand Is Rewriting the Chip Cycle
SK Hynix just posted the most profitable quarter in its history, and the numbers are staggering. The South Korean memory chipmaker reported second-quarter 2026 operating profit of 60.54 trillion won…
Jul 29, 2026
SoFi Beats Q2 Estimates and Raises Revenue Guidance — Shares Drop 10% Anyway
SoFi Technologies (NASDAQ: SOFI) delivered what looked like a blockbuster second quarter on Wednesday — record revenue, record loan originations, record member growth — and the market sold it off 10%…
Jul 29, 2026
Fed Holds Rates Steady — But Three Dissents Signal a Hike Is Coming
The Federal Reserve held its benchmark interest rate unchanged at 3.5%–3.75% on Wednesday, marking the fifth consecutive meeting without a move. But this wasn’t a quiet hold. Three Fed officials —…
Jul 29, 2026
argenx Pays $2.2 Billion for Forte Biosciences — Big Biotech's Patent Cliff Is Driving a Dealmaking Wave
The biotech M&A machine is running hot. argenx SE (NASDAQ: ARGX) announced a definitive all-cash agreement to acquire clinical-stage biotech Forte Biosciences (NASDAQ: FBRX) at $77 per share — a…
Jul 29, 2026