Archive

Jun 12, 2026

The largest IPO in history just landed. Index funds have ten trading days to make room.

Jun 11, 2026

Oracle beat every number. The stock dropped 9%. The market is repricing who pays for the buildout.

Jun 10, 2026

Stocks are waiting for CPI. The 10-year yield already priced its answer.

Jun 9, 2026

Four S-1s in five weeks. Where does the money come from?

Jun 8, 2026

Three asset classes are screaming supply shock. The S&P isn't listening.

Jun 7, 2026

The growth debate is settled. Now come inflation, AI leadership, and the largest IPO in history.

Jun 6, 2026

The Nasdaq posted its worst day in over a year. SpaceX prices next Thursday.

Jun 5, 2026

Broadcom's guidance miss triggered the biggest chip selloff since January 2024.

Jun 4, 2026

PJM capacity costs rose eleven-fold. The grid operator missed its reliability target. Chip stocks set records.