Morning Slate
The Morning Slate is a daily market briefing connecting the major stories shaping the trading day. It brings together developments across markets, companies, economics, and policy to provide readers with a concise view of what happened, why it matters, and what to watch next.
Latest articles
- $97 oil. 5.25% on the 30-year. 57 days to the midterms.
- The White House wants cuts. The Fed wants a hike. One jobs report picks the winner.
- $95 billion in AI orders. One company. One quarter.
- The US and Europe are hiking into the same wall
- Cook's out. Ternus is in. Apple's AI clock starts today.
- A rate hike is now the base case. Are you positioned for it?
- Nvidia rallied 9%. Marvell beat and dropped 7%. Same week.
- Nvidia proved the AI trade. PCE proved the problem.
- The AI trade meets the inflation trade
- Bessent launched an "economic D-Day." Oil fell 2.5%.
- 50% on Canada. 15% on Nvidia. 30% odds of a hike. Welcome to the week.
- Walmart misses | Ross Stores obliterated | Guess who owns the consumer now
- Target beat by 76%. Stock fell.
- The bond market just took the microphone from the Fed
- Home Depot vs. Anthropic. Two economies, one tape.
- Nine Days to Nvidia | Walmart Thursday | Reddit Joins Tomorrow
- Beat. Raise. Drop. | The New AI Trade | Retail Sales This Morning
- Cisco just made the AI trade harder to short
- July CPI and Intel's biggest raise since 1971.
- Gold just took the reserve crown from Treasuries
- Alphabet is now Berkshire's Top 5 | Einhorn calls SpaceX the top
- NFP drops this morning | Dimon warns on hidden leverage | Datadog loses 17% on a beat | SpaceX absorbed 911 million shares.
- Eli Lilly just printed the quarter of the year | SpaceX is about to test the market's nerves
- Three earnings beats | Two stock drops | Welcome to August
- Palantir grew 93% | Amazon hit $3 trillion | SpaceX reports next
- A $400 billion pharma deal, an Iran ceasefire, and Xbox getting more expensive
- AWS just answered the AI question
- The Fed held. The bond market didn't.
- The most loaded trading day of 2026. Here's your map.
- China just cracked the chip machine. Seoul lost 10% by lunch.