Articles
Daily market commentary and analysis.
Oil and Energy Stocks Jump as Iran Keeps Strait of Hormuz Shut
Energy stocks caught a fresh bid Monday as hopes for reopening the Strait of Hormuz faded, pushing crude oil prices sharply higher and reversing last week’s brief relief rally. Brent crude futures…
Aug 10, 2026
TSMC's July Sales Jump 45% — AI Chip Demand Shows No Signs of Slowing
Taiwan Semiconductor Manufacturing just delivered the clearest proof yet that AI chip demand isn’t cooling off, even as investors have grown nervous about the sustainability of the artificial…
Aug 10, 2026
Berkshire's New Boss Turns On the Buying Machine After 14 Quarters
Berkshire Hathaway just gave investors the clearest signal yet that the Warren Buffett era of pure cash hoarding is over. New CEO Greg Abel ended a 14-quarter streak of net stock selling in the…
Aug 10, 2026
Rocket Lab, AST SpaceMobile Surge Into Earnings on SpaceX's Blowout Quarter
The space sector is having a moment, and two smaller players are riding the wave straight into their own earnings reports today. Rocket Lab (NASDAQ: RKLB) shares jumped 27.5% over the past week,…
Aug 10, 2026
Micron Stock Trades at Half the Tech Sector's P/E Despite AI Memory Boom
Micron Technology just delivered a reminder that even the hottest AI trades can get volatile — and that volatility may be creating an opening. Shares plunged 28.7% in July before staging a rebound in…
Aug 10, 2026
Gold Miners Rip 20% Higher as Barrick and Newmont Settle Nevada Feud
Gold mining stocks just had one of their best weeks in years, and Monday brought a fresh catalyst that could keep the rally going. The VanEck Gold Miners ETF (GDX) surged 21% over five trading days…
Aug 10, 2026
AppLovin Stock Crashes 20% on Tiny Revenue Miss — Is the AI Ad Boom Losing Steam?
AppLovin, the AI-powered advertising platform that became one of Wall Street’s most-loved growth stories, hit a speed bump Thursday as shares plunged roughly 20% after the company reported…
Aug 7, 2026
Disney Streaming Profit Doubles and Parks Boom — New CEO D'Amaro Off to a Strong Start
Walt Disney’s fiscal third-quarter results, reported August 5, gave investors a powerful vote of confidence in new CEO Josh D’Amaro’s early stewardship of the entertainment giant. The company posted…
Aug 7, 2026
US Economy Sheds 23,000 Jobs in July — Stocks Surge as Fed Rate Hike Odds Collapse
The US labor market delivered a shock on Friday as the Bureau of Labor Statistics reported that nonfarm payrolls fell by 23,000 in July — the first monthly job loss in months and a dramatic miss…
Aug 7, 2026
Honeywell Aerospace Plunges 20% After Slashing Guidance in Debut Earnings Report
Honeywell Aerospace (Nasdaq: HONA) made a rough introduction to life as a standalone public company. Reporting its first independent quarterly results on August 5 — just five weeks after completing…
Aug 7, 2026
Uber Posts Record $58B in Bookings — But Soft Q3 Guidance Sends Shares Down 5%
Uber Technologies posted its strongest quarter on record in Q2 2026, with gross bookings topping $58 billion — a 22% jump year-over-year — and trailing twelve-month free cash flow surpassing $10…
Aug 7, 2026
AMD Smashes Q2 Records — Data Center Revenue Doubles to $6.7 Billion
Advanced Micro Devices delivered a blockbuster second quarter, reporting record revenue of $11.54 billion on August 4 — a 50% jump year-over-year and a 13% sequential increase. The results beat…
Aug 7, 2026
Sandisk SNDK Falls 13% After Record Quarter — Guidance Disappoints Wall Street
Sandisk Corporation (NASDAQ: SNDK) delivered record-breaking fiscal fourth-quarter results on August 5 — and the market punished it anyway. The NAND flash memory specialist reported Q4 FY2026 revenue…
Aug 6, 2026
Eli Lilly Crushes Q2 Estimates — Mounjaro Hits $9.9B, Guidance Raised to $87B
Eli Lilly (NYSE: LLY) delivered a stunning second quarter on August 5, blowing past Wall Street expectations on nearly every metric and raising its full-year revenue outlook. The pharmaceutical giant…
Aug 6, 2026
AppLovin Stock Craters 17% — AI Timing Glitch Rattles Investors
AppLovin (NASDAQ: APP) shares plunged more than 17% on Thursday after the mobile advertising platform’s second-quarter results came in just below expectations — a first stumble for a company that had…
Aug 6, 2026
S&P 500 Hits New All-Time High — Palantir's 93% Revenue Growth Led the Charge
The U.S. stock market surged to new all-time highs on Tuesday, August 4, with the S&P 500 closing at 7,737 — its first record since early June — while the Dow Jones Industrial Average crossed…
Aug 6, 2026
SpaceX's $101 Billion Share Unlock Arrives — What It Means for SPCX Investors
Today is a pivotal day for SpaceX investors. Thursday, August 6 marks the expiration of the first post-IPO lockup period for SpaceX (NASDAQ: SPCX), freeing an estimated 911.5 million insider shares —…
Aug 6, 2026
Uber Beats Q2 Bookings but Soft Guidance Sends Stock Down 6%
Uber Technologies (NYSE: UBER) delivered a quarter that looked strong on the surface — but investors zeroed in on the cracks beneath. The ridesharing and delivery giant reported Q2 2026 revenue of…
Aug 6, 2026
Disney's Fiscal Q3 Blowout: Streaming Profits Double, Parks Hold Strong, EPS Jumps 28%
The Walt Disney Company (NYSE: DIS) kicked off Wednesday’s trading session with a fiscal third-quarter earnings report that beat Wall Street’s profit expectations by a wide margin. Adjusted earnings…
Aug 5, 2026
Shopify Posts 34% Revenue Growth in Monster Q2 — Stock Surges 28%
Shopify (NASDAQ: SHOP) had its best day in months on Wednesday, surging 28-29% after delivering a quarter that analysts couldn’t help calling a “monster.” Q2 2026 revenue came in at $3.58 billion, a…
Aug 5, 2026