https://www.financialmarkets.com/hourly1.0 https://www.financialmarkets.com/articleshourly0.9 https://www.financialmarkets.com/aboutmonthly0.5 https://www.financialmarkets.com/publications/traders-and-quantsdaily0.8 https://www.financialmarkets.com/publications/financial-market-newsdaily0.8 https://www.financialmarkets.com/publications/private-markets-digestdaily0.8 https://www.financialmarkets.com/publications/cryptohiivdaily0.8 https://www.financialmarkets.com/publications/foretell-marketsdaily0.8 https://www.financialmarkets.com/publications/businessdaily0.8 https://www.financialmarkets.com/sign-up-smsmonthly0.6 https://www.financialmarkets.com/privacymonthly0.3 https://www.financialmarkets.com/termsmonthly0.3 https://www.financialmarkets.com/sms-termsmonthly0.3 https://www.financialmarkets.com/legal/financial-disclaimermonthly0.3 https://www.financialmarkets.com/legal/data-disclaimermonthly0.3 https://www.financialmarkets.com/legal/editorial-policymonthly0.3 https://www.financialmarkets.com/legal/affiliate-disclosuremonthly0.3 https://www.financialmarkets.com/legal/risk-disclosuremonthly0.3 https://www.financialmarkets.com/article/goldman-builds-nvidia-1t-hidden-leverage-earnings-are-paper-gains2026-08-14T21:10:00.954Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/401c13d1-c079-4e6c-8615-271a0e36dbb9/editorial-image-2026-08-14__13_.png?t=1786740135Goldman Builds Nvidia | $1T Hidden Leverage | Earnings Are Paper Gains https://www.financialmarkets.com/article/super-micro-backlog-outrunning-cash2026-08-14T20:32:33.028Zweekly0.7/articles/super-micro-backlog-outrunning-cash.jpgSuper Micro's Backlog Is Outrunning Its Cash https://www.financialmarkets.com/article/tapestry-guidance-undercut-record-year2026-08-14T20:31:33.028Zweekly0.7/articles/tapestry-guidance-undercut-record-year.jpgTapestry's Guidance Undercut Its Own Record Year https://www.financialmarkets.com/article/wholesale-inflation-came-in-flat-asia-logged-a-fourth-weekly-gain-anthropic-eyes-a-2-trillion-ipo-th2026-08-14T18:40:00.946Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/b10d794d-67c7-4388-bc48-5fedaa0ac49b/editorial-image-2026-08-14__6_.png?t=1786712955Wholesale Inflation Came In Flat | Asia Logged a Fourth Weekly Gain | Anthropic Eyes a $2 Trillion IPO | The SEC Votes on Crypto Today https://www.financialmarkets.com/article/amat-falls-on-guidance-sandisk-surges-silver-lake-eyes-workday2026-08-14T13:50:03.087Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/b0b93563-e099-455b-9264-bb7f1937e0cd/editorial-image-2026-08-14__5_.png?t=1786712765AMAT Falls on Guidance | Sandisk Surges | Silver Lake Eyes Workday https://www.financialmarkets.com/article/a-50b-software-giant-just-had-its-best-day-ever-because-someone-wants-to-buy-it2026-08-14T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/98ba94a4-f13b-4da0-b53c-60139a6945ac/editorial-image-2026-08-14__4_.pngA $50B software giant just had its best day ever. Because someone wants to buy it. https://www.financialmarkets.com/article/beat-raise-drop-the-new-ai-trade-retail-sales-this-morning2026-08-14T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/3dd80ad4-c509-4565-bbd3-22a32f4d4c97/editorial-image-2026-08-14__2_.pngBeat. Raise. Drop. | The New AI Trade | Retail Sales This Morning https://www.financialmarkets.com/article/the-long-bond-pays-most-since-2001-domestic-money-replaces-the-foreign-bid-claims-turn-up-the-number2026-08-14T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/36b41a2c-0426-40fd-8eff-56883ee3fe10/editorial-image-2026-08-14__3_.pngThe Long Bond Pays Most Since 2001 | Domestic Money Replaces the Foreign Bid | Claims Turn Up | The Number Behind the Zero https://www.financialmarkets.com/article/the-us-government-just-sold-30-year-bonds-at-5-216-the-highest-interest-rate-since-2001-that-is-the2026-08-14T12:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/d482faa6-8ae8-41c8-9293-8ac503d06198/editorial-image-2026-08-14__1_.pngThe US Government Just Sold 30-Year Bonds at 5.216%. The Highest Interest Rate Since 2001. That Is the Direct Test of the Fed's Hold Position. https://www.financialmarkets.com/article/the-china-line-came-back-applied-materials-guides-higher-retail-sales-at-half-past-eight-what-novemb2026-08-14T12:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/d3c292d8-026e-478d-b228-6bc22bd46f61/editorial-image-2026-08-14.pngThe China Line Came Back | Applied Materials Guides Higher | Retail Sales At Half Past Eight | What November Tenth Decides https://www.financialmarkets.com/article/cohr-q4-2026-cash-burn2026-08-14T11:12:00.000Zweekly0.7/articles/cohr-q4-2026-cash-burn.jpgCoherent's Record Year Cost a Billion Dollars in Cash https://www.financialmarkets.com/article/amat-q3-2026-rally-priced-in2026-08-14T11:10:00.000Zweekly0.7/articles/amat-q3-2026-rally-priced-in.jpgApplied Materials' Rally Left No Room for Another Beat https://www.financialmarkets.com/article/ppi-cleared-the-tape-the-s-p-closed-at-a-record-cisco-failed-the-margin-test-hormuz-traffic-stayed-n2026-08-13T23:50:00.987Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/5364479a-075b-4019-9c49-04743d52e3e5/editorial-image-2026-08-13__11_.png?t=1786661594PPI Cleared the Tape | The S&P Closed at a Record | Cisco Failed the Margin Test | Hormuz Traffic Stayed Near a Three-Month Low https://www.financialmarkets.com/article/2-trillion-ipo-ppi-flat-cisco-fell-on-margin-concerns-russell-hit-all-time-high2026-08-13T23:40:00.596Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/854662bb-f73e-4d47-9803-76de12f30e2b/editorial-image-2026-08-13__10_.png?t=1786661401$2 Trillion IPO | PPI Flat | Cisco Fell on Margin Concerns | Russell Hit All-Time High https://www.financialmarkets.com/article/ppi-clears-the-tape-cisco-fails-the-margin-test-hormuz-stays-blocked-the-rally-that-still-needs-term2026-08-13T23:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1dff5e1d-f918-45d0-8918-e41397b2ed79/editorial-image-2026-08-13__9_.pngPPI Clears the Tape | Cisco Fails the Margin Test | Hormuz Stays Blocked | The Rally That Still Needs Terms https://www.financialmarkets.com/article/ppi-came-in-flat-amd-s-5b-bond-vantage-s-100b-ipo2026-08-13T21:40:00.750Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/c36b5891-dc01-4a02-b52e-cfb649b39c91/editorial-image-2026-08-13__8_.png?t=1786654047PPI Came in Flat | AMD's $5B Bond | Vantage's $100B IPO https://www.financialmarkets.com/article/hold-odds-surge-eisman-names-ai-achilles-heel-amd-s-5b-bond2026-08-13T21:10:00.507Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/dbfe6413-490e-4efc-83c2-3bb9c1cb5e22/editorial-image-2026-08-13__7_.png?t=1786653856Hold Odds Surge | Eisman Names AI Achilles Heel | AMD's $5B Bond https://www.financialmarkets.com/article/tariffs-turbocharged-earnings-cisco-falls-on-ai-margins-anthropic-eyes-2t-ipo-goldman-buys-neos2026-08-13T13:50:01.010Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/4f3344f4-0276-4656-8cd8-950be057c969/editorial-image-2026-08-13__5_.png?t=1786626208Tariffs Turbocharged Earnings | Cisco Falls on AI Margins | Anthropic Eyes $2T IPO | Goldman Buys NEOS https://www.financialmarkets.com/article/cpi-bought-the-fed-time-cisco-beat-and-still-fell-oil-breaks-its-six-day-run-the-sec-moves-on-crypto2026-08-13T13:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/87408047-75ac-4e46-b14c-58a300bf7939/editorial-image-2026-08-13__6_.pngCPI Bought the Fed Time | Cisco Beat and Still Fell | Oil Breaks Its Six-Day Run | The SEC Moves on Crypto https://www.financialmarkets.com/article/cisco-just-booked-9-3b-in-ai-orders-the-stock-fell2026-08-13T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5fc26cb7-6014-44c7-a3b9-3da4ecd2647c/editorial-image-2026-08-13__4_.pngCisco just booked $9.3B in AI orders. The stock fell. https://www.financialmarkets.com/article/indirect-bidders-step-back-ten-year-pays-more-than-july-cisco-beats-and-falls-the-auction-the-rally2026-08-13T13:10:00.946Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/9cb41836-b9a5-474f-aceb-3b4582d7c436/editorial-image-2026-08-13__3_.png?t=1786625701Indirect Bidders Step Back | Ten-Year Pays More Than July | Cisco Beats and Falls | The Auction the Rally Ignored https://www.financialmarkets.com/article/cisco-just-made-the-ai-trade-harder-to-short2026-08-13T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5a557835-5835-4dcc-8136-ea8156e928af/editorial-image-2026-08-13__2_.pngCisco just made the AI trade harder to short https://www.financialmarkets.com/article/july-cpi-bought-the-fed-more-time-the-july-deficit-just-hit-its-highest-monthly-level-since-march-202026-08-13T12:55:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,width=1200,onerror=redirect/uploads/asset/file/72f50881-5c53-4a40-94b6-8b02a775dcc5/editorial-image-2026-08-13__1_.png?t=1786625242July CPI Bought the Fed More Time. The July Deficit Just Hit Its Highest Monthly Level Since March 2021. Debt Service Is Now $1.17 Trillion Year-to-Date. https://www.financialmarkets.com/article/producers-charge-more-than-shops-do-a-parts-distributor-opens-its-books-tapestry-and-dillard-s-follo2026-08-13T12:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/547aabe2-b22f-4465-a3ef-7a2c82be7c05/editorial-image-2026-08-13.pngProducers Charge More Than Shops Do | A Parts Distributor Opens Its Books | Tapestry And Dillard's Follow | The Line That Counts Margins https://www.financialmarkets.com/article/csco-q4-2026-ai-orders2026-08-13T11:12:00.000Zweekly0.7/articles/csco-q4-2026-ai-orders.jpgCisco's AI Orders Grew Faster Than Its Stock Price https://www.financialmarkets.com/article/spg-q2-2026-rent-growth2026-08-13T11:10:00.000Zweekly0.7/articles/spg-q2-2026-rent-growth.jpgSimon's Rent Growth Outran Its Stock Price https://www.financialmarkets.com/article/cpi-clears-the-bar-ai-takes-the-bid-hormuz-stays-shut-bitcoin-gets-no-breakout2026-08-12T23:50:01.339Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/afd4f305-ae31-4df4-b4ca-8eb76b76a402/editorial-image-2026-08-12__15_.pngCPI Clears the Bar | AI Takes the Bid | Hormuz Stays Shut | Bitcoin Gets No Breakout https://www.financialmarkets.com/article/cpi-moved-coreweave-and-super-micro-ended-the-debate-wendy-s-jumped2026-08-12T23:40:01.249Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/fc268731-6253-499b-889d-c4b1ca92b7d9/editorial-image-2026-08-12__13_.pngCPI Moved | CoreWeave and Super Micro Ended the Debate | Wendy's Jumped https://www.financialmarkets.com/article/cpi-clears-the-bar-ai-takes-the-bid-the-ten-year-stands-still-the-relief-that-stopped-at-duration2026-08-12T23:10:01.104Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/fa31b0fc-a76f-454e-b635-7784f5514b4c/editorial-image-2026-08-11__10_.pngCPI Clears the Bar | AI Takes the Bid | The Ten-Year Stands Still | The Relief That Stopped at Duration https://www.financialmarkets.com/article/cpi-cooled-enough-bofa-commits-250b-black-sea-record2026-08-12T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1b684693-8677-4953-a5db-e0bf04cdd623/editorial-image-2026-08-12__11_.pngCPI Cooled Enough | BofA Commits $250B | Black Sea Record https://www.financialmarkets.com/article/cpi-lands-in-line-ai-is-the-inflation-problem-wall-street-s-500b-ai-pipeline-bofa-pledges-250b2026-08-12T21:10:01.138Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/9d7108b9-d13d-4860-9148-623fb887a9d3/editorial-image-2026-08-12__10_.pngCPI Lands In Line | AI Is the Inflation Problem | Wall Street's $500B AI Pipeline | BofA Pledges $250B https://www.financialmarkets.com/article/cpi-cools-coreweave-backlog-gpu-futures-launch-jane-street-refinances2026-08-12T13:50:01.808Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/3fe91980-e3b5-4745-99a4-636f21fdcb8b/editorial-image-2026-08-12__9_.pngCPI Cools | CoreWeave Backlog | GPU Futures Launch | Jane Street Refinances https://www.financialmarkets.com/article/hormuz-hopes-collapsed-oil-hit-89-alphabet-sank-3-8-cpi-came-in-cool2026-08-12T13:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2bc48775-f132-4ac2-bc9c-48c892ffb530/editorial-image-2026-08-12__5_.pngHormuz Hopes Collapsed | Oil Hit $89 | Alphabet Sank 3.8% | CPI Came in Cool https://www.financialmarkets.com/article/intel-just-went-public-again2026-08-12T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b7be62fe-32a1-404c-9048-9f25e3a5b938/editorial-image-2026-08-12__8_.pngIntel just went public. Again. https://www.financialmarkets.com/article/coreweave-reported-a-104-billion-sales-backlog-it-s-the-middleman-sitting-between-nvidia-and-wall-st2026-08-12T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/d2de4f60-56b6-49d3-9539-c0e618751d74/editorial-image-2026-08-12__3_.pngCoreWeave Reported a $104 Billion Sales Backlog. It's the Middleman Sitting Between Nvidia and Wall Street. https://www.financialmarkets.com/article/three-year-draws-157b-of-bids-the-curve-barely-moves-cpi-at-8-30-the-bid-that-stops-at-three-years2026-08-12T12:30:01.240Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/6a8dee77-868c-43b4-97bc-324fcf6d523c/editorial-image-2026-08-12__4_.pngThree-Year Draws $157B of Bids | The Curve Barely Moves | CPI at 8:30 | The Bid That Stops at Three Years https://www.financialmarkets.com/article/coreweave-loses-more-and-rises-gasoline-falls-power-doesn-t-cisco-reports-into-the-power-bill-the-li2026-08-12T12:30:01.422Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/81d97b70-f336-44c4-80dc-5a048f3675fa/editorial-image-2026-08-12__2_.pngCoreWeave Loses More And Rises | Gasoline Falls, Power Doesn't | Cisco Reports Into The Power Bill | The Line Core Leaves Out https://www.financialmarkets.com/article/july-cpi-and-intel-s-biggest-raise-since-19712026-08-12T12:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/0f7614cc-e488-4f50-9823-81551362d054/editorial-image-2026-08-12.pngJuly CPI and Intel's biggest raise since 1971. https://www.financialmarkets.com/article/crwv-q2-2026-interest-bill2026-08-12T01:22:22.158Zweekly0.7/articles/crwv-q2-2026-interest-bill.jpgCoreWeave's Interest Bill Now Outruns Its Annual Profit Guide https://www.financialmarkets.com/article/cah-q4-2026-tariff-refund2026-08-12T01:21:22.158Zweekly0.7/articles/cah-q4-2026-tariff-refund.jpgCardinal Health's Tariff Refund Covered a Weaker Segment https://www.financialmarkets.com/article/us-helicopter-fired-on-a-ship-on-holding-fell-on-revenue-miss-fermi-surged2026-08-11T23:40:01.035Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/6876c711-1c82-4815-8d4d-ec1d78e868e1/editorial-image-2026-08-11__11_.pngUS Helicopter Fired on a Ship | On Holding Fell on Revenue Miss | Fermi Surged https://www.financialmarkets.com/article/hormuz-gets-priced-again-stocks-slip-before-cpi-ai-funding-catches-a-bid-the-sec-moves-before-congre2026-08-11T23:20:01.261Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/c538f528-8055-4083-bcd0-8fc629a89b56/editorial-image-2026-08-11__12_.pngHormuz Gets Priced Again | Stocks Slip Before CPI | AI Funding Catches a Bid | The SEC Moves Before Congress https://www.financialmarkets.com/article/hormuz-gets-priced-again-stocks-slip-before-cpi-ai-funding-catches-a-bid-the-curve-that-would-not-re2026-08-11T23:10:00.658Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/fa31b0fc-a76f-454e-b635-7784f5514b4c/editorial-image-2026-08-11__10_.pngHormuz Gets Priced Again | Stocks Slip Before CPI | AI Funding Catches a Bid | The Curve That Would Not Relax https://www.financialmarkets.com/article/fink-s-mbs-comparison-shadow-defaults-iran-blockade-escalates2026-08-11T21:40:00.475Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/fd3931f2-7c48-482d-981a-b99ea985a4a3/editorial-image-2026-08-11__9_.pngFink's MBS Comparison | Shadow Defaults | Iran Blockade Escalates https://www.financialmarkets.com/article/nvidia-goes-open-source-6b-live-entertainment-deal-housing-cracks2026-08-11T21:10:00.963Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/ca9ed3a0-dffd-497a-993d-b61074b3b114/editorial-image-2026-08-11__8_.pngNvidia Goes Open Source | $6B Live Entertainment Deal | Housing Cracks https://www.financialmarkets.com/article/500b-compute-deal-cyber-stocks-hit-records-anthropic-ipo-prep2026-08-11T14:50:03.027Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/184b9b8a-463c-40e5-9ac8-6ddd038adb09/editorial-image-2026-08-11__6_.png?t=1786458782$500B Compute Deal | Cyber Stocks Hit Records | Anthropic IPO Prep https://www.financialmarkets.com/article/oil-holds-the-hormuz-premium-intel-raises-15-billion-bitcoin-s-fork-fight-returns-cpi-gets-the-final2026-08-11T14:50:03.450Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1cfb1d75-adec-4a82-b790-b15d3889fa07/editorial-image-2026-08-11__7_.png?t=1786459047Oil Holds the Hormuz Premium | Intel Raises $15 Billion | Bitcoin’s Fork Fight Returns | CPI Gets the Final Word https://www.financialmarkets.com/article/the-number-that-says-buffett-was-the-problem2026-08-11T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/578b0444-25ef-482d-8617-48cafb98688a/editorial-image-2026-08-11__4_.pngThe number that says Buffett was the problem https://www.financialmarkets.com/article/crude-settles-up-5-a-fed-voter-says-policy-isn-t-restrictive-the-whole-curve-backs-up-the-relief-tha2026-08-11T13:10:00.751Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/71cc2e7a-cd53-43b2-81c3-b4d96f8e614e/editorial-image-2026-08-11__5_.png?t=1786450745Crude Settles Up 5% | A Fed Voter Says Policy Isn't Restrictive | The Whole Curve Backs Up | The Relief That Lasted One Session https://www.financialmarkets.com/article/anthropic-is-racing-toward-a-965-billion-ipo-the-compute-commitments-behind-it-just-hit-64-billion2026-08-11T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/fa427aeb-4025-42a0-9eb1-40c87a7e41d7/editorial-image-2026-08-11__1_.pngAnthropic Is Racing Toward a $965 Billion IPO. The Compute Commitments Behind It Just Hit $64 Billion. https://www.financialmarkets.com/article/gold-just-took-the-reserve-crown-from-treasuries2026-08-11T12:20:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/258fd684-90c6-4f0c-ad3f-3c772382aef9/editorial-image-2026-08-11__3_.pngGold just took the reserve crown from Treasuries https://www.financialmarkets.com/article/tokyo-is-shut-treasury-sells-three-days-running-two-auctions-meet-their-data-the-contract-got-the-ra2026-08-11T12:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/7e688097-7643-4f53-93b4-78865a782338/editorial-image-2026-08-11.pngTokyo Is Shut | Treasury Sells Three Days Running | Two Auctions Meet Their Data | The Contract Got The Rating https://www.financialmarkets.com/article/oil-reclaims-the-premium-stocks-lose-the-bid-cpi-gets-the-old-barrel-the-deal-the-tape-bought-too-ea2026-08-10T23:20:01.056Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/db043b59-c854-44e8-a940-6a899905dc41/editorial-image-2026-08-07__23_.png?t=1786142867Oil Reclaims the Premium | Stocks Lose the Bid | CPI Gets the Old Barrel | The Deal the Tape Bought Too Early https://www.financialmarkets.com/article/oil-reclaims-the-premium-stocks-lose-the-bid-cpi-gets-the-old-barrel-the-deal-the-tape-bought-too-ea2026-08-10T23:10:00.905Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c06fc056-302d-4b15-af67-376a1f0f1659/editorial-image-2026-08-10__14_.png?t=1786395408Oil Reclaims the Premium | Stocks Lose the Bid | CPI Gets the Old Barrel | The Deal the Tape Bought Too Early https://www.financialmarkets.com/article/intel-raised-15b-in-new-stock-hedge-funds-back-into-materials-wti-hit-812026-08-10T23:10:01.403Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/74868be8-6fbd-45d0-84da-455e90a70568/editorial-image-2026-08-10__15_.png?t=1786400686Intel Raised $15B in New Stock | Hedge Funds Back Into Materials | WTI Hit $81 https://www.financialmarkets.com/article/meta-s-1b-community-fund-intel-raises-15b-retail-sells-spacex2026-08-10T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/385f2f07-29aa-49cf-8604-3a65d7a879d7/editorial-image-2026-08-10__12_.pngMeta's $1B Community Fund | Intel Raises $15B | Retail Sells SpaceX https://www.financialmarkets.com/article/intel-raises-15b-blackstone-buys-marinemax-retail-ditches-spacex2026-08-10T21:00:00.000Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/58ad5de4-b875-4f2e-9610-c002e8966029/editorial-image-2026-08-07__12_.png?t=1786134758Intel Raises $15B | Blackstone Buys MarineMax | Retail Ditches SpaceX https://www.financialmarkets.com/article/the-s-p-hit-a-record-bitcoin-etfs-had-their-best-week-since-april-cpi-takes-over2026-08-10T14:10:01.171Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2e29e13b-0537-494d-bf02-fa47f2a76f03/editorial-image-2026-08-10__9_.png?t=1786366930The S&P Hit a Record | Bitcoin ETFs Had Their Best Week Since April | CPI Takes Over https://www.financialmarkets.com/article/china-s-28t-ai-bet-abel-deploys-20b-apple-tests-cxmt2026-08-10T13:50:01.960Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a497308c-b700-4774-8501-6ac8ff83c965/editorial-image-2026-08-10__7_.png?t=1786366553China's $28T AI Bet | Abel Deploys $20B | Apple Tests CXMT https://www.financialmarkets.com/article/is-everyone-misreading-the-market-rally2026-08-10T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/24021156-f128-4b80-8742-4d78d2806e09/editorial-image-2026-08-10__5_.pngIs everyone misreading the market rally? https://www.financialmarkets.com/article/houthi-drone-hits-jazan-iran-names-its-price-payrolls-revised-down-103-000-the-month-that-closed-bef2026-08-10T13:10:00.857Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/393426f0-689b-4513-b234-b0ba45d5ccee/editorial-image-2026-08-10__3_.png?t=1786365379Houthi Drone Hits Jazan | Iran Names Its Price | Payrolls Revised Down 103,000 | The Month That Closed Before the Shock https://www.financialmarkets.com/article/private-credit-defaults-just-hit-five-year-highs-at-ares-blackstone-blue-owl-and-golub2026-08-10T12:50:01.973Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a6f807fa-86ea-4e8f-be0b-66a13727eac1/editorial-image-2026-08-10__1_.png?t=1786364973Private Credit Defaults Just Hit Five-Year Highs at Ares, Blackstone, Blue Owl, and Golub. https://www.financialmarkets.com/article/alphabet-is-now-berkshire-s-top-5-einhorn-calls-spacex-the-top2026-08-10T12:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/0f6cc34b-c77b-4179-ba7c-2a13a2a166cb/editorial-image-2026-08-10__2_.pngAlphabet is now Berkshire's Top 5 | Einhorn calls SpaceX the top https://www.financialmarkets.com/article/two-floors-in-one-day-china-signed-in-shanghai-a-drone-hit-jazan-the-wafer-step-came-back2026-08-10T12:35:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b7d86e01-03ce-4242-b66f-cca384d2fdd4/editorial-image-2026-08-10.pngTwo Floors In One Day | China Signed In Shanghai | A Drone Hit Jazan | The Wafer Step Came Back https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-e1a52026-08-09T12:10:02.210Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5946d815-6388-43ac-8d9c-9c6c6fa1123f/editorial-image-2026-08-07__9_.png?t=1786134145Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-jackson-hole-a-gdp-revision-and-bitcoin-s-range-all-face-the-same-question2026-08-09T11:10:00.843Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2132c880-6c20-4e61-8a8d-558696a8f818/editorial-image-2026-07-31__21_.png?t=1785534437The Week Jackson Hole, a GDP Revision, and Bitcoin's Range All Face the Same Question https://www.financialmarkets.com/article/the-week-the-discount-rate-meets-the-data2026-08-09T11:10:01.523Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a8c1aced-a1e5-4104-ba88-8d50dce4c428/editorial-image-2026-08-07__11_.png?t=1786134524The Week the Discount Rate Meets the Data https://www.financialmarkets.com/article/the-week-the-payrolls-print-meets-the-cpi-print-meets-the-fed2026-08-09T10:10:01.586Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/643ff913-3492-4d4d-8f01-1429840173b9/editorial-image-2026-08-07__8_.png?t=1786133921The Week the Payrolls Print Meets the CPI Print Meets the Fed https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-61f42026-08-09T10:10:01.838Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9810a667-9fb3-4e7e-8d31-62d798b0f3de/editorial-image-2026-08-07__14_.png?t=1786136685TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-week-seven-fed-officials-said-hike-while-the-ai-trade-found-its-receipt2026-08-08T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/e839f80a-1dbc-475a-a4ce-492e25472fa3/editorial-image-2026-08-07__19_.pngThe Week Seven Fed Officials Said Hike While the AI Trade Found Its Receipt https://www.financialmarkets.com/article/the-week-the-customer-named-the-winner2026-08-08T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1a29e81e-41fc-4a1b-b66f-49dfdaed1358/editorial-image-2026-08-07__20_.pngThe Week the Customer Named the Winner https://www.financialmarkets.com/article/financial-market-news-saturday-review-f3bf2026-08-08T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1a7da29f-11a5-4f13-b6ea-2744a2a675a0/editorial-image-2026-08-08.pngFinancial Market News | Saturday Review https://www.financialmarkets.com/article/traders-quants-saturday-recap-70b82026-08-08T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b9613a4b-8948-4086-837b-ac431c2b715e/editorial-image-2026-08-07__15_.pngTRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/the-week-seven-fed-officials-broke-cover-and-the-buildout-named-its-price2026-08-08T10:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f5b9c398-25e5-43fe-aaf7-d3c9aa8a38e2/editorial-image-2026-08-07__18_.pngThe Week Seven Fed Officials Broke Cover and the Buildout Named Its Price https://www.financialmarkets.com/article/jobs-contracted-stocks-climbed-hormuz-stalled-crypto-looks-beyond-the-cycle2026-08-07T23:20:01.311Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/db043b59-c854-44e8-a940-6a899905dc41/editorial-image-2026-08-07__23_.png?t=1786142867Jobs Contracted. Stocks Climbed. Hormuz Stalled. Crypto Looks Beyond the Cycle. https://www.financialmarkets.com/article/payrolls-break-stocks-still-rally-fed-hike-odds-fall-the-weak-number-the-tape-wanted2026-08-07T23:10:00.847Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/58fe980d-95eb-4a5c-8816-eb3f03f4a1f2/editorial-image-2026-08-07__21_.png?t=1786142351Payrolls Break | Stocks Still Rally | Fed Hike Odds Fall | The Weak Number the Tape Wanted https://www.financialmarkets.com/article/july-lost-jobs-stocks-rose-atlassian-jumped-spacex-surged2026-08-07T23:10:01.446Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eb717d1d-aa89-494d-b989-0b625584c6e5/editorial-image-2026-08-07__22_.png?t=1786142502July Lost Jobs | Stocks Rose | Atlassian Jumped | SpaceX Surged https://www.financialmarkets.com/article/jobs-miss-copper-surges-boeing-cracks2026-08-07T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/978e845e-9632-4cdf-a3a4-09c4ab11244d/editorial-image-2026-08-07__13_.pngJobs Miss | Copper Surges | Boeing Cracks https://www.financialmarkets.com/article/jobs-missed-big-amd-buys-silicon-honeywell-aerospace-crash-solar-tariffs-copper-squeeze2026-08-07T21:10:00.625Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/58ad5de4-b875-4f2e-9610-c002e8966029/editorial-image-2026-08-07__12_.png?t=1786134758Jobs Missed Big | AMD Buys Silicon | Honeywell Aerospace Crash | Solar Tariffs | Copper Squeeze https://www.financialmarkets.com/article/sndk-q4-2026-contract-margins2026-08-07T17:20:01.256Zweekly0.7/articles/sndk-q4-2026-contract-margins.jpgSandisk Committed Half Its 2027 Supply at 80% Margins https://www.financialmarkets.com/article/abnb-q2-2026-volume-acceleration2026-08-07T17:10:01.256Zweekly0.7/articles/abnb-q2-2026-volume-acceleration.jpgAirbnb's Volume Acceleration Was Already There Last Quarter https://www.financialmarkets.com/article/cop-q2-2026-lance-succession2026-08-07T17:00:01.256Zweekly0.7/articles/cop-q2-2026-lance-succession.jpgRyan Lance Is Leaving Before His 2029 Number Arrives https://www.financialmarkets.com/article/payrolls-shock-the-fed-hormuz-proposal-complicates-talks-spacex-holds-the-line-bitcoin-whales-keep-b2026-08-07T14:10:01.294Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/953b7b0b-5059-4b92-a2cc-c80de426c969/editorial-image-2026-08-07__7_.png?t=1786108702Payrolls Shock the Fed | Hormuz Proposal Complicates Talks | SpaceX Holds the Line | Bitcoin Whales Keep Buying https://www.financialmarkets.com/article/fourth-fed-hawk-pe-firms-hacked-copper-record-jane-street-goes-dark2026-08-07T13:50:01.078Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dc255ec9-9c82-4e49-9eee-7b2ad1370646/editorial-image-2026-08-07__5_.png?t=1786108276Fourth Fed Hawk | PE Firms Hacked | Copper Record | Jane Street Goes Dark https://www.financialmarkets.com/article/honeywell-s-crown-jewel-just-cracked-on-day-one2026-08-07T13:20:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/6458fda0-19f9-43fc-9083-491e8e3b08ed/editorial-image-2026-08-07__6_.pngHoneywell's Crown Jewel Just Cracked on Day One https://www.financialmarkets.com/article/layoffs-fall-to-a-two-year-low-adp-ran-at-half-speed-iran-puts-a-toll-on-the-strait-the-jobs-number2026-08-07T13:10:00.000Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2c34ea7e-ae52-4088-988c-60e42078d271/editorial-image-2026-08-07__3_.png?t=1786107882Layoffs Fall to a Two-Year Low | ADP Ran at Half Speed | Iran Puts a Toll on the Strait | The Jobs Number Both Fed Camps Can Claim https://www.financialmarkets.com/article/musalem-said-the-fed-should-have-hiked-in-july-that-makes-seven-fed-officials-publicly-aligned-with2026-08-07T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/adf96f43-7296-48b1-b480-6aff028a23e5/editorial-image-2026-08-07__2_.pngMusalem Said the Fed Should Have Hiked in July. That Makes Seven Fed Officials Publicly Aligned With the Hike Case. https://www.financialmarkets.com/article/aerospace-broke-on-parts-the-aftermarket-got-skipped-the-foundry-raised-guidance-power-wants-the-sam2026-08-07T12:10:01.984Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c540a1d6-0acc-4b9b-9aa7-4cad5742b90b/editorial-image-2026-08-07.png?t=1786102971Aerospace Broke On Parts | The Aftermarket Got Skipped | The Foundry Raised Guidance | Power Wants The Same Furnaces https://www.financialmarkets.com/article/nfp-drops-this-morning-dimon-warns-on-hidden-leverage-datadog-loses-17-on-a-beat-spacex-absorbed-9112026-08-07T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/fcd41169-43fd-4104-9080-f388ab5f5157/editorial-image-2026-08-07__1_.pngNFP drops this morning | Dimon warns on hidden leverage | Datadog loses 17% on a beat | SpaceX absorbed 911 million shares. https://www.financialmarkets.com/article/hormuz-deal-hits-a-wall-dow-breaks-lower-jobs-take-center-stage-spacex-finds-a-floor2026-08-06T23:50:01.015Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/19c2e428-07e1-4589-bf2e-1b323b097026/editorial-image-2026-08-06__13_.png?t=1786055139Hormuz Deal Hits a Wall | Dow Breaks Lower | Jobs Take Center Stage | SpaceX Finds a Floor https://www.financialmarkets.com/article/spacex-shares-unlocked-iran-s-deal-bans-us-alphabet-borrowed-25-billion2026-08-06T23:35:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/e31a76da-a260-4d6a-bd04-3a255cee1361/editorial-image-2026-08-06__15_.pngSpaceX Shares Unlocked | Iran's Deal Bans US | Alphabet Borrowed $25 Billion https://www.financialmarkets.com/article/memory-beats-and-still-sells-oil-takes-back-the-deal-dow-breaks-lower-the-forward-half-the-tape-woul2026-08-06T23:10:01.338Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/315650da-c443-44be-8e09-0115524668c6/editorial-image-2026-08-06__11_.png?t=1786054888Memory Beats and Still Sells | Oil Takes Back the Deal | Dow Breaks Lower | The Forward Half the Tape Would Not Buy https://www.financialmarkets.com/article/terafab-119-billion-millennium-picks-anthropic-ai-kill-switch-bill2026-08-06T21:40:01.357Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/abab25d1-7694-45e9-be6d-5a16e97720f2/editorial-image-2026-08-06__10_.png?t=1786048603Terafab $119 Billion | Millennium Picks Anthropic | AI Kill Switch Bill https://www.financialmarkets.com/article/millennium-hires-anthropic-alphabet-debt-labor-hollowed-out-activists-strike2026-08-06T21:10:01.521Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/081cd525-d3bf-4936-b0e0-d240a09bd6f8/editorial-image-2026-08-06__9_.png?t=1786048434Millennium Hires Anthropic | Alphabet Debt | Labor Hollowed Out | Activists Strike https://www.financialmarkets.com/article/dow-hits-another-record-spacex-unlocks-101-billion-bitcoin-faces-a-structural-test-payrolls-tomorrow2026-08-06T13:57:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4647368f-9a04-4da1-bb69-e3bdb0ca6960/editorial-image-2026-08-06__7_.pngDow Hits Another Record | SpaceX Unlocks $101 Billion | Bitcoin Faces a Structural Test | Payrolls Tomorrow https://www.financialmarkets.com/article/cook-moves-hawkish-trump-calls-warsh-hormuz-draft-sours-ai-models-colluded2026-08-06T13:50:03.455Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/07765792-74e3-4894-b0b5-3d747713afaf/editorial-image-2026-08-06__6_.png?t=1786019473Cook Moves Hawkish | Trump Calls Warsh | Hormuz Draft Sours | AI Models Colluded https://www.financialmarkets.com/article/eli-lilly-just-made-15-billion-in-90-days-from-two-drugs-what-it-did-next-tells-you-everything2026-08-06T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/51ca913f-c5df-44a6-9aff-20860a8cbfe1/editorial-image-2026-08-06__4_.pngEli Lilly just made $15 billion in 90 days from two drugs. What it did next tells you everything. https://www.financialmarkets.com/article/memory-prints-its-best-quarter-korea-trips-a-sell-sidecar-cook-is-prepared-to-act-the-two-thirds-tha2026-08-06T13:10:01.219Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/46b5acfb-815d-4fdf-ac0b-d7e395675a6a/editorial-image-2026-08-06__3_.png?t=1786018622Memory Prints Its Best Quarter | Korea Trips a Sell Sidecar | Cook Is Prepared to Act | The Two Thirds That Came From Price https://www.financialmarkets.com/article/trump-has-been-calling-warsh-repeatedly-cook-is-prepared-to-act-on-a-hike-kashkari-said-yesterday-is2026-08-06T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ec9e211a-aaac-4798-9972-bb21e54a3991/editorial-image-2026-08-06__2_.pngTrump Has Been Calling Warsh Repeatedly. Cook Is "Prepared to Act" on a Hike. Kashkari Said Yesterday Is the Time to Move. https://www.financialmarkets.com/article/output-per-hour-prints-first-labor-s-smallest-slice-since-1947-payrolls-are-tomorrow-s-problem-the-s2026-08-06T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a746c87c-9021-4b03-b6af-43e2fdd717a7/editorial-image-2026-08-05__2_.pngOutput Per Hour Prints First | Labor's Smallest Slice Since 1947 | Payrolls Are Tomorrow's Problem | The Software Priced Per Employee https://www.financialmarkets.com/article/eli-lilly-just-printed-the-quarter-of-the-year-spacex-is-about-to-test-the-market-s-nerves2026-08-06T12:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/e4bdad95-0f21-400b-b2c4-2dd98b2f7806/editorial-image-2026-08-06.pngEli Lilly just printed the quarter of the year | SpaceX is about to test the market's nerves https://www.financialmarkets.com/article/wall-street-paused-spacex-sank-fed-hawks-got-louder-circle-won-wall-street2026-08-05T23:50:01.068Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c2bf7f2b-c801-4f8d-a693-8dfde49519ec/editorial-image-2026-08-05__12_.png?t=1785969782Wall Street Paused | SpaceX Sank | Fed Hawks Got Louder | Circle Won Wall Street https://www.financialmarkets.com/article/spacex-spent-18b-in-one-quarter-musk-goes-nvidia-exclusive-eli-lilly-surges-adp-jobs-miss2026-08-05T23:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ac58433d-8660-4a60-9473-10f1d4443ea9/editorial-image-2026-08-05__10_.pngSpaceX Spent $18B in One Quarter | Musk Goes Nvidia Exclusive | Eli Lilly Surges | ADP Jobs Miss https://www.financialmarkets.com/article/nvidia-gets-the-order-amd-loses-the-beat-services-keep-prices-hot-the-rally-that-split-at-the-custom2026-08-05T23:10:01.140Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fc2d384f-2bfc-45c1-8092-bc2814dda169/editorial-image-2026-08-05__11_.png?t=1785969496Nvidia Gets the Order | AMD Loses the Beat | Services Keep Prices Hot | The Rally That Split at the Customer https://www.financialmarkets.com/article/lly-q2-2026-ipr-d-guidance2026-08-05T22:22:56.235Zweekly0.7/articles/lly-q2-2026-ipr-d-guidance.jpgLilly's EPS Guidance Excludes Deals It Has Already Done https://www.financialmarkets.com/article/spacex-101b-lockup-tomorrow-fed-vishing-attack-private-credit-survey2026-08-05T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/829bff74-3937-445d-a3dd-2582470174d7/editorial-image-2026-08-05__9_.pngSpaceX $101B Lockup Tomorrow | Fed Vishing Attack | Private Credit Survey https://www.financialmarkets.com/article/google-loses-ai-architect-spacex-101b-bofa-leverage-funds-hacked-by-ai2026-08-05T21:10:01.186Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b598150f-17bd-4535-85a8-9d5b6438db93/editorial-image-2026-08-05__8_.png?t=1785961167Google Loses AI Architect | SpaceX $101B | BofA & Leverage | Funds Hacked by AI https://www.financialmarkets.com/article/ai-keeps-winning-dow-hits-another-record-oil-slides-again-payrolls-are-next2026-08-05T14:00:02.939Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/78e61873-0fdb-4e36-80ee-61dded61e14a/editorial-image-2026-08-05__7_.png?t=1785935478AI Keeps Winning | Dow Hits Another Record | Oil Slides Again | Payrolls Are Next https://www.financialmarkets.com/article/burry-calls-1987-musk-picks-nvidia-amd-falls-ai-named-systemic-rogue-ai-again2026-08-05T13:50:01.680Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0f64c35e-9a5f-4d2f-a62e-d0c658084a0a/editorial-image-2026-08-05__6_.png?t=1785935257Burry Calls 1987 | Musk Picks Nvidia, AMD Falls | AI Named Systemic | Rogue AI Again https://www.financialmarkets.com/article/three-earnings-beats-two-stock-drops-welcome-to-august2026-08-05T13:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/cf7f9df8-1b6e-420d-8e60-53249b3aeee8/editorial-image-2026-08-05__4_.pngThree earnings beats | Two stock drops | Welcome to August https://www.financialmarkets.com/article/the-smartest-man-in-ai-lost-35-billion-in-30-days2026-08-05T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/81c20431-5603-4cda-8af6-4644973433c0/editorial-image-2026-08-05__5_.pngThe Smartest Man in AI Lost $35 Billion in 30 Days https://www.financialmarkets.com/article/amd-beats-and-falls-musk-picks-nvidia-spacex-spends-twice-its-revenue-the-customer-was-on-the-other2026-08-05T13:00:00.000Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6a63bbca-84b2-411b-8d7b-8e76bc1ca948/editorial-image-2026-08-05__3_.png?t=1785934475AMD Beats and Falls | Musk Picks Nvidia | SpaceX Spends Twice Its Revenue | The Customer Was on the Other Call https://www.financialmarkets.com/article/treasury-needs-more-than-it-said-dealers-expect-no-change-amd-fell-arista-flew-the-landlord-that-rep2026-08-05T13:10:02.139Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a746c87c-9021-4b03-b6af-43e2fdd717a7/editorial-image-2026-08-05__2_.png?t=1785934305Treasury Needs More Than It Said | Dealers Expect No Change | AMD Fell, Arista Flew | The Landlord That Reports Into The Print https://www.financialmarkets.com/article/spacex-spent-15-8-billion-on-ai-in-a-single-quarter-musk-committed-exclusively-to-nvidia-amd-fell-82026-08-05T12:55:00.000Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bccddcad-7664-466a-9348-1f35efb45db5/editorial-image-2026-08-05__1_.png?t=1785934113SpaceX Spent $15.8 Billion on AI in a Single Quarter. Musk Committed Exclusively to Nvidia. AMD Fell 8%. https://www.financialmarkets.com/article/amd-q2-2026-margin-guide2026-08-05T04:07:31.450Zweekly0.7/articles/amd-q2-2026-margin-guide.jpgAMD Guided 41% Growth on Last Quarter's Margin https://www.financialmarkets.com/article/bessent-says-deal-near-texas-freezes-grid-spacex-reports2026-08-04T23:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a1f024ea-04ef-4e69-a182-bcb71164191f/editorial-image-2026-08-04__13_.pngBessent Says Deal Near | Texas Freezes Grid | SpaceX Reports https://www.financialmarkets.com/article/palantir-clears-the-bar-oil-breaks-lower-dow-adds-1-030-the-rally-the-fed-has-not-blessed2026-08-04T23:10:02.528Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f7896867-0793-4906-b919-d64b3cce8931/editorial-image-2026-08-04__10_.png?t=1785881754Palantir Clears the Bar | Oil Breaks Lower | Dow Adds 1,030 | The Rally the Fed Has Not Blessed https://www.financialmarkets.com/article/palantir-rewrote-the-ai-story-dow-adds-1-035-oil-breaks-lower-spacex-faces-the-same-question2026-08-04T23:10:02.959Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bacd998c-f4c3-4340-b07b-98d082d9dcb0/editorial-image-2026-08-04__12_.png?t=1785882952Palantir Rewrote the AI Story | Dow Adds 1,035 | Oil Breaks Lower | SpaceX Faces the Same Question https://www.financialmarkets.com/article/anthropic-s-46b-debt-stack-spacex-reports-tonight-hormuz-deal-imminent2026-08-04T22:40:00.910Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b0c82451-ad62-4b5b-bae2-21b776c9e5ec/editorial-image-2026-08-04__9_.png?t=1785881231Anthropic's $46B Debt Stack | SpaceX Reports Tonight | Hormuz Deal Imminent https://www.financialmarkets.com/article/caterpillar-confirms-ai-boom-bessent-says-deal-near-palantir-wins2026-08-04T21:10:01.610Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e45e2ba1-3ade-4fce-b217-d7b4062f0b3f/editorial-image-2026-08-04__8_.png?t=1785876414Caterpillar Confirms AI Boom | Bessent Says Deal Near | Palantir Wins https://www.financialmarkets.com/article/cat-q2-2026-tariff-beat2026-08-04T17:12:22.477Zweekly0.7/articles/cat-q2-2026-tariff-beat.jpgCaterpillar's Two-Dollar Beat Lost Half Its Rally by Noon https://www.financialmarkets.com/article/trump-hits-big-oil-palantir-blows-out-states-sue-tariffs-ai-is-gdp2026-08-04T13:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/c7b2b9b9-7f9e-4164-ae91-165a4a9bacd1/editorial-image-2026-08-03__6_.pngTrump Hits Big Oil | Palantir Blows Out | States Sue Tariffs | AI Is GDP https://www.financialmarkets.com/article/the-dow-hit-another-record-asia-stepped-back-spacex-and-amd-face-the-market-s-toughest-test-yet2026-08-04T13:20:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b5e4a63a-910e-4236-b978-f6f5a6848791/editorial-image-2026-08-04__7_.pngThe Dow Hit Another Record. Asia Stepped Back. SpaceX and AMD Face the Market's Toughest Test Yet. https://www.financialmarkets.com/article/spacex-opens-its-books-tonight-1-4-trillion-meets-its-first-report-card2026-08-04T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5e2ab669-db1a-4358-9230-a16017358ee4/editorial-image-2026-08-04__4_.pngSpaceX opens its books tonight. $1.4 trillion meets its first report card. https://www.financialmarkets.com/article/palantir-banks-the-buildout-factories-hire-after-33-months-costs-stay-in-the-seventies-the-same-orde2026-08-04T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/00f323cb-2f37-4635-abdb-6b3c8a105cd7/editorial-image-2026-08-04__3_.pngPalantir Banks the Buildout | Factories Hire After 33 Months | Costs Stay in the Seventies | The Same Order, Two Ledgers https://www.financialmarkets.com/article/the-survey-never-said-how-much-lead-times-worse-than-the-pandemic-caterpillar-and-rockwell-answer-ai2026-08-04T12:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a35ee42b-d33b-4c7e-bc46-f5e065cdcd8e/editorial-image-2026-08-04__6_.pngThe Survey Never Said How Much | Lead Times Worse Than The Pandemic | Caterpillar And Rockwell Answer | Air Freight Is The Tell https://www.financialmarkets.com/article/palantir-grew-93-amazon-hit-3-trillion-spacex-reports-next2026-08-04T12:35:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5bbe5c0c-8342-41bf-8f96-9250e165d037/editorial-image-2026-08-04__2_.pngPalantir grew 93% | Amazon hit $3 trillion | SpaceX reports next https://www.financialmarkets.com/article/one-third-of-us-economic-growth-sits-on-the-ai-buildout-data-center-construction-was-up-everything-e2026-08-04T12:40:07.574Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/46425561-d3c1-4dbd-9d60-6908514fa402/editorial-image-2026-08-04__1_.png?t=1785845972One-Third of US Economic Growth Sits on the AI Buildout. Data-Center Construction Was Up. Everything Else Was Down. https://www.financialmarkets.com/article/pltr-q2-2026-one-engine2026-08-04T11:30:50.116Zweekly0.7/articles/pltr-q2-2026-one-engine.jpgPalantir Signed Less Than It Grew https://www.financialmarkets.com/article/big-tech-took-it-back-oil-lost-the-war-premium-palantir-proved-ai-demand-bitcoin-held-the-range2026-08-03T23:50:00.956Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/081a128a-9f63-4461-828f-e158306ad7dc/editorial-image-2026-08-03__13_.png?t=1785794167Big Tech Took It Back. Oil Lost the War Premium. Palantir Proved AI Demand. Bitcoin Held the Range. https://www.financialmarkets.com/article/trump-called-off-the-strikes-oil-dropped-market-bought-everything-except-chips2026-08-03T23:40:01.558Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/69ba9d6a-99b9-4642-83da-36aa81a14565/editorial-image-2026-08-03__11_.png?t=1785793775Trump Called Off the Strikes | Oil Dropped | Market Bought Everything Except Chips. https://www.financialmarkets.com/article/oil-loses-the-bid-big-tech-takes-it-back-payrolls-now-own-the-fed-the-discount-the-tape-wants-to-kee2026-08-03T23:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/e7b2c756-a85d-496b-9c72-526f046f3ec1/editorial-image-2026-08-03__12_.pngOil Loses the Bid | Big Tech Takes It Back | Payrolls Now Own the Fed | The Discount the Tape Wants to Keep https://www.financialmarkets.com/article/spacex-reports-tomorrow-manufacturing-at-4-year-high-williams-holds-the-line2026-08-03T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1c60ab21-4107-479e-b58f-a8674c13d180/editorial-image-2026-08-03__10_.pngSpaceX Reports Tomorrow | Manufacturing at 4-Year High | Williams Holds the Line https://www.financialmarkets.com/article/mar-q2-2026-fee-engine2026-08-03T21:08:19.997Zweekly0.7/articles/mar-q2-2026-fee-engine.jpgMarriott's Fee Engine Outgrew Its Earnings https://www.financialmarkets.com/article/amazon-hits-3t-ism-surges-williams-holds-dove-bessent-s-yen-trade2026-08-03T21:10:01.388Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c708e2fc-066b-4e2b-b848-b7311c0bf939/editorial-image-2026-08-03__9_.png?t=1785789795Amazon Hits $3T | ISM Surges | Williams Holds Dove | Bessent's Yen Trade https://www.financialmarkets.com/article/trump-called-off-the-iran-strike-oil-cratered-5-bitcoin-held-63-000-palantir-opens-the-year-s-bigges2026-08-03T13:50:00.799Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/288a2297-010c-4728-941c-f4a3877d01fe/editorial-image-2026-08-03__7_.png?t=1785761653Trump Called Off the Iran Strike. Oil Cratered 5%. Bitcoin Held $63,000. Palantir Opens the Year's Biggest Earnings Week. https://www.financialmarkets.com/article/amazon-distorts-s-p-yen-now-official-400b-pharma-merger-data-week-begins2026-08-03T13:50:01.223Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c7b2b9b9-7f9e-4164-ae91-165a4a9bacd1/editorial-image-2026-08-03__6_.png?t=1785761506Amazon Distorts S&P | Yen Now Official | $400B Pharma Merger | Data Week Begins https://www.financialmarkets.com/article/the-man-who-said-no-to-118-billion-just-bet-400-billion-on-the-opposite-play2026-08-03T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/74f34e01-3f89-4e70-b22e-bc93444da484/editorial-image-2026-08-03__5_.pngThe man who said no to $118 billion just bet $400 billion on the opposite play. https://www.financialmarkets.com/article/washington-and-tokyo-buy-the-yen-trump-halts-the-strikes-opec-adds-its-last-barrels-only-one-of-thes2026-08-03T13:10:06.002Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8f61f5d1-b431-464b-a80e-f57ee2697627/editorial-image-2026-08-03__3_.png?t=1785761122Washington and Tokyo Buy the Yen | Trump Halts the Strikes | OPEC+ Adds Its Last Barrels | Only One of These Cools Inflation https://www.financialmarkets.com/article/a-400-billion-pharma-deal-an-iran-ceasefire-and-xbox-getting-more-expensive2026-08-03T12:55:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/8dba0c18-70ed-4c9f-a0b9-1d8add7a1acd/editorial-image-2026-08-03__2_.pngA $400 billion pharma deal, an Iran ceasefire, and Xbox getting more expensive https://www.financialmarkets.com/article/one-of-these-two-marks-already-trades2026-08-03T12:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/d209fd4f-2bc0-4323-98a3-9b9e33c73b69/editorial-image-2026-08-03__1_.pngOne of These Two Marks Already Trades https://www.financialmarkets.com/article/strikes-called-off-opec-spends-its-last-barrel-treasury-buys-yen-hawks-lose-their-exhibit2026-08-03T12:50:02.274Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8463f6c6-105c-45b4-bde2-2387a8c572a4/editorial-image-2026-08-03.png?t=1785760656Strikes Called Off | OPEC Spends Its Last Barrel | Treasury Buys Yen | Hawks Lose Their Exhibit https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-6e272026-08-02T12:10:01.239Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/34c952f1-7121-455c-92c2-848c7016464c/editorial-image-2026-07-17__13_.png?t=1784324325Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-the-bill-meets-the-labor-line2026-08-02T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a0fe24d3-fd51-4b54-8cdd-7ad83e7b5daa/editorial-image-2026-07-31__25_.pngThe Week the Bill Meets the Labor Line https://www.financialmarkets.com/article/the-week-spacex-and-a-fed-blackout-test-what-microsoft-just-proved2026-08-02T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/9da00bb5-5cbb-4671-a7b9-380451371bd0/editorial-image-2026-07-31__23_.pngThe Week SpaceX and a Fed Blackout Test What Microsoft Just Proved https://www.financialmarkets.com/article/the-week-the-bond-market-and-spacex-test-whether-last-week-was-a-blip2026-08-02T10:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/7c3bfbfb-6a09-469f-bc55-ee24ebbe8c75/editorial-image-2026-07-31__18_.pngThe Week the Bond Market and SpaceX Test Whether Last Week Was a Blip https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-64382026-08-02T10:10:01.476Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/11e3b526-0704-42c1-9344-07673889cc05/editorial-image-2026-07-31__15_.png?t=1785533874TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-week-microsoft-and-amazon-proved-ai-pays-and-everything-else-got-tested2026-08-01T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2132c880-6c20-4e61-8a8d-558696a8f818/editorial-image-2026-07-31__21_.pngThe Week Microsoft and Amazon Proved AI Pays, and Everything Else Got Tested https://www.financialmarkets.com/article/the-week-the-bill-came-due2026-08-01T11:10:01.972Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4ecc14f5-2ef1-4dfc-ab77-464419206bf6/editorial-image-2026-07-31__24_.png?t=1785534752The Week the Bill Came Due https://www.financialmarkets.com/article/financial-market-news-saturday-review-dc582026-08-01T11:10:02.442Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5e94a3f9-d63d-4131-8a2f-189f1b21edb0/editorial-image-2026-07-24__12_.png?t=1784922386Financial Market News | Saturday Review https://www.financialmarkets.com/article/traders-quants-saturday-recap-300d2026-08-01T10:10:02.306Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f8e51bb5-0b3c-49f7-9d42-8fbe1b14cd77/editorial-image-2026-07-31__14_.png?t=1785533752TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/the-week-two-hyperscalers-booked-paper-profits-and-the-bond-market-stopped-believing-the-fed2026-08-01T10:10:01.856Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b6fe117c-863c-49b2-8d0a-d23b063886ce/editorial-image-2026-07-24__10_.png?t=1784921738The Week Two Hyperscalers Booked Paper Profits and the Bond Market Stopped Believing the Fed https://www.financialmarkets.com/article/amazon-proved-the-ai-trade-apple-lost-350-billion-iran-expanded-the-war-bitcoin-slipped-below-63-0002026-07-31T23:59:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ab4e7ad6-d003-4d88-a9ce-0d78565f71bf/editorial-image-2026-07-31__26_.pngAmazon Proved the AI Trade. Apple Lost $350 Billion. Iran Expanded the War. Bitcoin Slipped Below $63,000. https://www.financialmarkets.com/article/amazon-surged-apple-fell-tim-cook-s-last-earnings-call-ai-earnings-week2026-07-31T23:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/de022680-a3cd-4f2e-986d-2d3d8c4e6b84/editorial-image-2026-07-31__13_.pngAmazon Surged | Apple Fell | Tim Cook's Last Earnings Call | AI Earnings Week https://www.financialmarkets.com/article/microsoft-pays-for-the-buildout-meta-fails-the-cash-test-chips-snap-back-the-receipt-the-tape-needed-6e0a2026-07-31T23:10:04.974Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/250f76b5-de70-4fd8-a871-7ba2bfaa4b37/editorial-image-2026-07-31__12_.png?t=1785531510Amazon Carries | Apple Pays the Bill | Yields Stay High | The Buildout Still Needs a Balance Sheet https://www.financialmarkets.com/article/kashkari-named-a-series-exxon-chevron-refining-record-yen-intervention2026-07-31T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/fd532609-3088-4148-9683-c7d1612d9c70/editorial-image-2026-07-31__11_.pngKashkari Named a Series | Exxon/Chevron Refining Record | Yen Intervention https://www.financialmarkets.com/article/dissenters-hike-case-oil-records-amazon-vs-apple-kospi-best-day-ever2026-07-31T21:10:02.359Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5aecaf9d-893b-433d-a23f-dde75184c2ea/editorial-image-2026-07-31__10_.png?t=1785531134Dissenters Hike Case | Oil Records | Amazon vs Apple | KOSPI Best Day Ever https://www.financialmarkets.com/article/cvx-q2-2026-fine-print2026-07-31T15:30:00.000Zweekly0.7/articles/cvx-q2-2026-fine-print.jpgChevron's Best Quarter in Six Years Came With $1.4 Billion of Fine Print https://www.financialmarkets.com/article/xom-q2-2026-refineries-offline2026-07-31T15:00:00.000Zweekly0.7/articles/xom-q2-2026-refineries-offline.jpgExxon Picked the Worst Possible Quarter to Take Refineries Offline https://www.financialmarkets.com/article/appl-q3-2026-sold-out-squeezed2026-07-31T14:00:00.000Zweekly0.7/articles/appl-q3-2026-sold-out-squeezed.jpgApple Q3: Sold Out, Squeezed and Flattered https://www.financialmarkets.com/article/kospi-surged-16-amazon-s-cloud-beat-the-bar-apple-missed-the-guide-bitcoin-holds-65-0002026-07-31T13:50:01.194Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e3fde8da-6cd1-4334-8904-6d70cc6cb5cd/editorial-image-2026-07-31__9_.png?t=1785503895KOSPI Surged 16%. Amazon's Cloud Beat the Bar. Apple Missed the Guide. Bitcoin Holds $65,000. https://www.financialmarkets.com/article/apple-sinks-claude-hacks-three-boj-holds-anthropic-s-15b-build2026-07-31T13:50:01.629Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b98974f0-f9a4-4235-be1c-6c1d3242e705/editorial-image-2026-07-31__8_.png?t=1785503733Apple Sinks | Claude Hacks Three | BOJ Holds | Anthropic's $15B Build https://www.financialmarkets.com/article/bond-market-just-told-the-fed-talk-is-cheap2026-07-31T13:20:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/7c33989f-ce23-4f56-a163-79c44bf27ae6/editorial-image-2026-07-31__7_.pngBond market just told the Fed: talk is cheap. https://www.financialmarkets.com/article/aws-just-answered-the-ai-question2026-07-31T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/8af8ee03-9caf-44b0-9b03-d6fe9e68de9d/editorial-image-2026-07-31__4_.pngAWS just answered the AI question https://www.financialmarkets.com/article/amzn-q2-2026-spends-a-whole-aws2026-07-31T13:00:00.000Zweekly0.7/articles/amzn-q2-2026-spends-a-whole-aws.jpgAmazon Now Spends a Whole AWS Every Year https://www.financialmarkets.com/article/amazon-lifts-its-budget-to-220b-its-cash-flow-turns-negative-apple-beats-and-falls-6-the-shortage-th2026-07-31T13:10:01.353Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c6c7912f-9cd8-4c87-96e4-91eca84019b2/editorial-image-2026-07-31__5_.png?t=1785501577Amazon Lifts Its Budget to $220B | Its Cash Flow Turns Negative | Apple Beats and Falls 6% | The Shortage That Billed Both Ends https://www.financialmarkets.com/article/amazon-just-hiked-2026-capex-to-220-billion-aws-grew-37-anthropic-is-the-backlog2026-07-31T12:50:01.359Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/36eb0a9a-762c-409d-9218-5be0d02b8ffc/editorial-image-2026-07-31__2_.png?t=1785501171Amazon Just Hiked 2026 Capex to $220 Billion. AWS Grew 37%. Anthropic Is the Backlog. https://www.financialmarkets.com/article/apple-beat-and-sold-off-memory-ate-the-margin-amazon-spent-more-and-got-paid-eaton-reports-into-the2026-07-31T12:50:01.752Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fde58137-9b45-44b7-ab53-365a72cee141/editorial-image-2026-07-31.png?t=1785500969Apple Beat And Sold Off | Memory Ate The Margin | Amazon Spent More And Got Paid | Eaton Reports Into The Shortage https://www.financialmarkets.com/article/microsoft-paid-for-the-buildout-meta-failed-the-cash-test-chips-snapped-back-the-receipt-the-market2026-07-30T23:50:02.111Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8a60daf3-8f3c-4d0f-91cb-3c2b3dbe8704/editorial-image-2026-07-30__12_.png?t=1785453734Microsoft Paid for the Buildout. Meta Failed the Cash Test. Chips Snapped Back. The Receipt the Market Needed. https://www.financialmarkets.com/article/microsoft-soared-meta-cratered-the-bond-market-didn-t-care-about-either2026-07-30T23:40:01.359Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80bfea3b-34bb-43ce-94ef-b6af1168a42d/editorial-image-2026-07-30__11_.png?t=1785453527Microsoft Soared | Meta Cratered | The Bond Market Didn't Care About Either https://www.financialmarkets.com/article/microsoft-pays-for-the-buildout-meta-fails-the-cash-test-chips-snap-back-the-receipt-the-tape-needed2026-07-30T23:30:01.056Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5f71896a-9e63-4c63-a261-a2b894429593/editorial-image-2026-07-30__10_.png?t=1785453414Microsoft Pays for the Buildout | Meta Fails the Cash Test | Chips Snap Back | The Receipt the Tape Needed https://www.financialmarkets.com/article/situational-awareness-blew-up-gdp-was-half-ai-pce-fell2026-07-30T21:40:00.999Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eb285280-6896-46db-9ca6-f35a79c6d6ab/editorial-image-2026-07-29__8_.png?t=1785358714Situational Awareness Blew Up | GDP Was Half AI | PCE Fell https://www.financialmarkets.com/article/gdp-miss-ai-fund-implodes-yen-surges-central-banks-split2026-07-30T21:10:01.664Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/25ad0fa4-cd7c-4ff4-a6a4-0ed4c3f9a8d6/editorial-image-2026-07-30__8_.png?t=1785443289GDP Miss | AI Fund Implodes | Yen Surges | Central Banks Split https://www.financialmarkets.com/article/ma-q2-2026-buyback-balance-sheet2026-07-30T18:00:00.000Zweekly0.7/articles/ma-q2-2026-buyback-balance-sheet.jpgMastercard Borrowed $5.6 Billion and Bought Back $8.9 Billion https://www.financialmarkets.com/article/msft-q4-2026-azure-lease-book2026-07-30T14:00:00.000Zweekly0.7/articles/msft-q4-2026-azure-lease-book.jpgMicrosoft's Azure Beat Meets a $329 Billion Lease Book https://www.financialmarkets.com/article/fed-held-market-sold-microsoft-saved-the-night-samsung-posted-the-biggest-chip-profit-in-history2026-07-30T14:10:00.788Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2c38fc15-0002-412e-a1bb-a106a2512848/editorial-image-2026-07-30__7_.png?t=1785418198Fed Held. Market Sold. Microsoft Saved the Night. Samsung Posted the Biggest Chip Profit in History. https://www.financialmarkets.com/article/meta-q2-2026-98-cents2026-07-30T13:40:00.000Zweekly0.7/articles/meta-q2-2026-98-cents.jpgMeta Spent 98 Cents of Every Operating Dollar on Capacity https://www.financialmarkets.com/article/warsh-s-bluff-pentagon-s-120b-retail-exits-memory-carvana-wins2026-07-30T13:50:01.137Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ec2d6c92-17f9-477d-a86a-8d56866e3150/editorial-image-2026-07-30__6_.png?t=1785417982Warsh's Bluff | Pentagon's $120B | Retail Exits Memory | Carvana Wins https://www.financialmarkets.com/article/hood-q2-2026-one-line2026-07-30T13:20:00.000Zweekly0.7/articles/hood-q2-2026-one-line.jpgHalf of Robinhood's Profit Growth Came From One Line https://www.financialmarkets.com/article/the-two-ai-bills-america-just-paid2026-07-30T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1a102162-a060-45be-9e82-be9fbfed12c2/editorial-image-2026-07-30__5_.pngThe Two AI Bills America Just Paid https://www.financialmarkets.com/article/microsoft-adds-8-meta-sheds-nearly-10-the-30-year-hits-2007-levels-the-receipt-that-split-the-capex2026-07-30T13:10:04.730Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/83c268a9-aa19-4883-9ef1-a032ae568a52/editorial-image-2026-07-30__3_.png?t=1785416047Microsoft Adds 8% | Meta Sheds Nearly 10% | The 30-Year Hits 2007 Levels | The Receipt That Split the Capex Trade https://www.financialmarkets.com/article/warsh-held-rates-and-the-bond-market-called-his-bluff-the-30-year-hit-a-19-year-high2026-07-30T13:10:05.208Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/81e3af0c-81ed-406f-a135-1979d6678bf4/editorial-image-2026-07-29__2_.png?t=1785329002Warsh Held Rates and the Bond Market Called His Bluff. The 30-Year Hit a 19-Year High. https://www.financialmarkets.com/article/the-fed-held-the-bond-market-didn-t2026-07-30T12:55:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/8f401007-bc06-4ecd-9aa9-1e6b5cc72fed/editorial-image-2026-07-30__1_.pngThe Fed held. The bond market didn't. https://www.financialmarkets.com/article/crude-buys-back-a-sliver-korea-halts-twice-in-two-days-the-chairman-who-won-t-submit-a-dot-the-vote2026-07-30T12:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2d27cd60-1f92-4891-9284-88e8eb13a2ef/editorial-image-2026-07-30.pngLong Bond Breaks 2007 Levels | Front End Eased Anyway | Data Center Politics Hits Caterpillar | Meta's Free Cash Flow Vanished https://www.financialmarkets.com/article/dow-rotated-higher-oil-broke-below-85-apple-touched-5-trillion-the-ai-trade-found-a-new-leader-12026-07-30T01:11:42.460Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/99c47a80-2cb1-4169-806d-6c218106de3b/editorial-image-2026-07-29__11_.png?t=1785365331The Fed Held and Split. Oil Surged. Meta Burned Cash. Microsoft Answered the AI Question. https://www.financialmarkets.com/article/fed-held-9-3-iran-expanded-to-iraq-and-jordan-microsoft-ripped-8-after-close2026-07-30T01:11:43.171Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8c778e0a-50d2-40e6-ac4c-af9c8c1ecc42/editorial-image-2026-07-29__10_.png?t=1785365221Fed Held 9-3 | Iran Expanded to Iraq and Jordan | Microsoft Ripped 8% After Close https://www.financialmarkets.com/article/fed-holds-and-splits-oil-reclaims-the-premium-chips-keep-falling-the-dissent-the-tape-could-not-look2026-07-30T01:11:44.064Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e6d9923d-4d9b-4627-96b6-715426d4cd6e/editorial-image-2026-07-29__9_.png?t=1785365023Fed Holds and Splits | Oil Reclaims the Premium | Chips Keep Falling | The Dissent the Tape Could Not Look Through https://www.financialmarkets.com/article/ai-debt-prices-the-risk-fed-holds-three-dissent-p-g-s-oil-bill2026-07-30T01:11:44.673Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eb285280-6896-46db-9ca6-f35a79c6d6ab/editorial-image-2026-07-29__8_.png?t=1785358714AI Debt Prices the Risk | Fed Holds, Three Dissent | P&G's Oil Bill https://www.financialmarkets.com/article/fed-holds-3-dissents-ai-credit-cracks-100b-power-deal2026-07-30T01:11:45.597Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7f71ccf2-43c7-4fc8-a882-1997c12e3ed7/editorial-image-2026-07-29__7_.png?t=1785358686Fed Holds, 3 Dissents | AI Credit Cracks | $100B Power Deal https://www.financialmarkets.com/article/pg-q4-2026-price-alone2026-07-29T14:00:00.000Zweekly0.7/articles/pg-q4-2026-price-alone.jpgP&G Grew on Price Alone. The Recovery Case Now Needs Volume. https://www.financialmarkets.com/article/iran-attacked-u-s-forces-oil-snapped-back-the-fed-decides-today-big-tech-opens-its-books-tonight2026-07-30T01:11:46.181Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/39ccf997-7c84-41e9-a316-c41f2313d3b3/editorial-image-2026-07-29__6_.png?t=1785332178Iran Attacked U.S. Forces. Oil Snapped Back. The Fed Decides Today. Big Tech Opens Its Books Tonight. https://www.financialmarkets.com/article/iran-strikes-back-spr-at-lows-hynix-misses-robot-ban-altman-blinks2026-07-30T01:11:46.897Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/06c9223e-bb6e-4639-8960-62f1706fd5b2/editorial-image-2026-07-29__5_.png?t=1785331965Iran Strikes Back | SPR at Lows | Hynix Misses | Robot Ban | Altman Blinks https://www.financialmarkets.com/article/f-q2-2026-fewer-trucks-more-profit2026-07-29T13:20:00.000Zweekly0.7/articles/f-q2-2026-fewer-trucks-more-profit.jpgFord Earned More From Fewer Trucks. Whether That Holds Is the Open Question. https://www.financialmarkets.com/article/the-company-that-refused-to-play-the-ai-spending-game-just-became-worth-5-trillion2026-07-30T01:11:47.915Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c427906d-d63a-44ab-9224-e4792756c680/editorial-image-2026-07-29__4_.png?t=1785329213The company that refused to play the AI spending game just became worth $5 trillion https://www.financialmarkets.com/article/v-q3-2026-beating-own-algorithm2026-07-29T13:10:00.000Zweekly0.7/articles/v-q3-2026-beating-own-algorithm.jpgVisa Is Beating Its Own Growth Algorithm. It Will Not Update It. https://www.financialmarkets.com/article/sk-hynix-prints-a-record-and-falls-12-seoul-halts-a-second-day-warsh-decides-at-2pm-the-strait-that2026-07-30T01:11:48.474Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80348b3e-a22a-4a80-b54c-24b6ef35dc4b/editorial-image-2026-07-29__3_.png?t=1785329104SK Hynix Prints a Record and Falls 12% | Seoul Halts a Second Day | Warsh Decides at 2pm | The Strait That Reopened on Paper https://www.financialmarkets.com/article/the-most-loaded-trading-day-of-2026-here-s-your-map2026-07-30T01:11:49.049Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8ba699df-94a9-4a8f-90a1-3017134a7165/editorial-image-2026-07-29__1_.png?t=1785328423The most loaded trading day of 2026. Here's your map. https://www.financialmarkets.com/article/iran-just-broke-the-pause-ballistic-missiles-at-us-forces-oil-ripped-back-above-862026-07-30T01:11:49.729Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/81e3af0c-81ed-406f-a135-1979d6678bf4/editorial-image-2026-07-29__2_.png?t=1785329002Iran Just Broke the Pause. Ballistic Missiles at US Forces. Oil Ripped Back Above $86. https://www.financialmarkets.com/article/crude-buys-back-a-sliver-korea-halts-twice-in-two-days-the-chairman-who-won-t-submit-a-dot-the-vote2026-07-30T01:11:50.410Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/970a9b93-b73e-47c8-9ecf-6fb89426b0e7/editorial-image-2026-07-29.png?t=1785328282Crude Buys Back A Sliver | Korea Halts Twice In Two Days | The Chairman Who Won't Submit A Dot | The Vote Is The Guidance https://www.financialmarkets.com/article/dow-rotated-higher-oil-broke-below-85-apple-touched-5-trillion-the-ai-trade-found-a-new-leader2026-07-30T01:11:51.123Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c406970c-3509-4ca4-aa4b-65b6014112e7/editorial-image-2026-07-28__12_.png?t=1785280861Dow Rotated Higher. Oil Broke Below $85. Apple Touched $5 Trillion. The AI Trade Found a New Leader. https://www.financialmarkets.com/article/fed-meeting-carrier-capex-cuts-real-economy-earnings-hit-records2026-07-30T01:11:51.866Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/81240571-114a-4f9a-a545-0fe74acc745c/editorial-image-2026-07-28__11_.png?t=1785280663Fed Meeting | Carrier Capex Cuts | Real Economy Earnings Hit Records https://www.financialmarkets.com/article/dow-rotates-chips-keep-breaking-oil-gives-back-the-fed-room-the-ai-trade-would-not-use2026-07-30T01:11:52.506Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/74758208-fda3-4de6-a59b-9c88be9dfdb7/editorial-image-2026-07-28__10_.png?t=1785279768Dow Rotates | Chips Keep Breaking | Oil Gives Back | The Fed Room the AI Trade Would Not Use https://www.financialmarkets.com/article/meta-blackrock-name-the-ai-build-corning-s-worst-day-china-s-chip-tools2026-07-30T01:11:53.317Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b1aef4ad-151b-40b1-a9e0-389c3924c5c7/editorial-image-2026-07-28__8_.png?t=1785271353Meta-BlackRock Name the AI Build | Corning's Worst Day | China's Chip Tools https://www.financialmarkets.com/article/ai-trade-breaks-meta-s-debt-deal-coke-holds-visa-cuts-compute-expands2026-07-30T01:11:54.016Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/12d880b0-243e-4c88-b8f3-4e0a8931d940/editorial-image-2026-07-28__7_.png?t=1785271096AI Trade Breaks | Meta's Debt Deal | Coke Holds | Visa Cuts | Compute Expands https://www.financialmarkets.com/article/seoul-triggered-a-circuit-breaker-oil-fell-below-88-bitcoin-dropped-to-63-000-the-fed-opens-its-meet2026-07-30T01:11:54.557Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fce6f49c-cdc9-4063-9632-58f5a1bdf91c/editorial-image-2026-07-28__6_.png?t=1785245080Seoul Triggered a Circuit Breaker. Oil Fell Below $88. Bitcoin Dropped to $63,000. The Fed Opens Its Meeting Today. https://www.financialmarkets.com/article/fed-hike-live-ai-debt-cracks-grid-ceiling-ai-policy-split2026-07-30T01:11:55.094Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ac250b13-2724-42f3-9a27-3511f4ea66c4/editorial-image-2026-07-28__5_.png?t=1785244689Fed Hike Live | AI Debt Cracks | Grid Ceiling | AI Policy Split https://www.financialmarkets.com/article/ko-q2-2026-5-percent-volume-quarter2026-07-28T13:40:00.000Zweekly0.7/articles/ko-q2-2026-5-percent-volume-quarter.jpgInside Coca-Cola's 5% Volume Quarter: A Tournament, Six Extra Days and a Weaker Dollar https://www.financialmarkets.com/article/glw-q2-2026-manufacturing-problem2026-07-28T13:37:00.000Zweekly0.7/articles/glw-q2-2026-manufacturing-problem.jpgCorning's Growth Problem Is Now a Manufacturing Problem https://www.financialmarkets.com/article/ba-q2-2026-second-half-cash-test2026-07-28T13:34:00.000Zweekly0.7/articles/ba-q2-2026-second-half-cash-test.jpgBoeing's Second Half Has to Produce at Least $1.8 Billion in Cash https://www.financialmarkets.com/article/ups-q2-2026-117b-network-shrink2026-07-28T13:31:00.000Zweekly0.7/articles/ups-q2-2026-117b-network-shrink.jpgThe $1.17 Billion UPS Spent to Shrink Its Own Network https://www.financialmarkets.com/article/one-ipo-in-china-just-crashed-south-korea-s-stock-market2026-07-30T01:11:55.574Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f360bac4-e43d-4fb9-8bcc-b98c6bafa49e/editorial-image-2026-07-28__4_.png?t=1785240358One IPO in China just crashed South Korea's stock market https://www.financialmarkets.com/article/kospi-trips-a-circuit-breaker-samsung-s-worst-day-since-2008-fed-convenes-anyway-the-second-price-th2026-07-30T01:11:56.086Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3c3c2081-9800-447e-aba5-3381f1de7f92/editorial-image-2026-07-28__3_.png?t=1785240167Kospi Trips a Circuit Breaker | Samsung's Worst Day Since 2008 | Fed Convenes Anyway | The Second Price the AI Trade Kept Quiet https://www.financialmarkets.com/article/citadel-securities-just-called-a-fed-hike-tomorrow-the-market-is-priced-for-402026-07-30T01:11:56.558Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/275f0a9d-4ad7-4d2c-8107-d3642694848e/editorial-image-2026-07-28__2_.png?t=1785239783Citadel Securities Just Called a Fed Hike Tomorrow. The Market Is Priced for 40%. https://www.financialmarkets.com/article/china-just-cracked-the-chip-machine-seoul-lost-10-by-lunch2026-07-30T01:11:56.709Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bd448b42-96d5-4537-ad25-4c16b16fa89a/editorial-image-2026-07-28__1_.png?t=1785239593China just cracked the chip machine. Seoul lost 10% by lunch. https://www.financialmarkets.com/article/durables-split-in-two-rotation-ran-on-cheap-fuel-tariffs-land-in-guidance-freight-answers-first2026-07-30T01:11:57.181Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/070773a8-8498-421b-bf33-a0f555ce6839/editorial-image-2026-07-28.png?t=1785239373Durables Split In Two | Rotation Ran On Cheap Fuel | Tariffs Land In Guidance | Freight Answers First https://www.financialmarkets.com/article/oil-lost-the-premium-chips-lost-the-bid-bitcoin-held-65-000-the-rally-without-its-alibi2026-07-30T01:11:57.812Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1502cd32-099f-4b19-a26f-dcd2d16168de/editorial-image-2026-07-27__12_.png?t=1785189224Oil Lost the Premium. Chips Lost the Bid. Bitcoin Held $65,000. The Rally Without Its Alibi. https://www.financialmarkets.com/article/nvidia-financing-customers-cxmt-went-public-apple-all-time-high2026-07-30T01:12:01.843Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1f5b269b-576a-49e9-89c8-472b1a15d97b/editorial-image-2026-07-27__11_.png?t=1785189100Nvidia Financing Customers | CXMT Went Public | APPLE All Time High https://www.financialmarkets.com/article/oil-lost-the-premium-chips-lost-the-bid-warsh-gets-the-shock-test-the-rally-without-its-alibi2026-07-30T01:12:00.567Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d399fc45-1616-4c52-8548-f2b01db0ae06/editorial-image-2026-07-27__10_.png?t=1785189008Oil Lost the Premium | Chips Lost the Bid | Warsh Gets the Shock Test | The Rally Without Its Alibi https://www.financialmarkets.com/article/alphabet-s-earnings-were-mostly-paper-nvidia-backs-openai-ai-wipeout-myth2026-07-30T01:12:02.731Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/43194be3-1377-4adb-8529-7a4541b43f3e/editorial-image-2026-07-27__9_.png?t=1785186629Alphabet's Earnings Were Mostly Paper | Nvidia Backs OpenAI | AI Wipeout Myth https://www.financialmarkets.com/article/earnings-illusion-nvidia-bets-big-china-fires-back-gdp-anchored-spacex-slips2026-07-30T01:12:03.702Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5f91b9f7-8928-47e8-a8a4-6a078aa57ea4/editorial-image-2026-07-27__8_.png?t=1785186518Earnings Illusion | Nvidia Bets Big | China Fires Back | GDP Anchored | SpaceX Slips https://www.financialmarkets.com/article/iran-paused-oil-fell-7-bitcoin-hit-65-000-the-biggest-earnings-week-of-the-year-begins2026-07-30T01:12:04.598Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/31c9e1cf-8cee-4451-a6b1-b1b25855bf9e/editorial-image-2026-07-27__7_.png?t=1785156572Iran Paused. Oil Fell 7%. Bitcoin Hit $65,000. The Biggest Earnings Week of the Year Begins. https://www.financialmarkets.com/article/iran-pause-fed-live-nvidia-s-250b-bet-tariffs-land-airlines-circle2026-07-30T01:12:05.645Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a6b51691-cf3d-4823-8120-6a250c80a13d/editorial-image-2026-07-27__6_.png?t=1785156445Iran Pause | Fed Live | Nvidia's $250B Bet | Tariffs Land | Airlines Circle https://www.financialmarkets.com/article/the-supreme-court-killed-the-tariffs-the-tariffs-didn-t-notice2026-07-30T01:12:06.423Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2915df41-ab34-46b0-bfa2-dfca3f5fc4cf/editorial-image-2026-07-27__5_.png?t=1785156249The Supreme Court killed the tariffs. The tariffs didn't notice. https://www.financialmarkets.com/article/iran-strikes-pause-oil-sheds-the-premium-fed-boxed-for-wednesday-the-alibi-the-tape-just-lost2026-07-30T01:12:07.237Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1e753b88-ba43-4703-8dfe-a5df9b2f4aa4/editorial-image-2026-07-27__3_.png?t=1785156046Iran Strikes Pause | Oil Sheds the Premium | Fed Boxed for Wednesday | The Alibi the Tape Just Lost https://www.financialmarkets.com/article/stress-test-any-position-that-needs-a-september-cut2026-07-30T01:12:07.874Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/668fd3a9-5c5a-49cd-a78b-e7fbf6216295/editorial-image-2026-07-27__2_.png?t=1785155785Stress-Test Any Position That Needs a September Cut https://www.financialmarkets.com/article/oil-crashes-7-the-biggest-week-of-2026-starts-now2026-07-30T01:12:08.522Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8d676148-2970-4fee-820f-3b874e1e6ff5/editorial-image-2026-07-27__1_.png?t=1785155506Oil crashes 7%. The biggest week of 2026 starts now. https://www.financialmarkets.com/article/oil-gaps-lower-on-the-pause-strikes-halt-blockade-holds-houthis-hit-saudi-crude-the-second-chokepoin2026-07-30T01:12:09.281Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae4230ed-4055-4214-a512-cec41d3e4ac7/editorial-image-2026-07-27.png?t=1785155274Oil Gaps Lower on the Pause | Strikes Halt, Blockade Holds | Houthis Hit Saudi Crude | The Second Chokepoint Nobody's Pricing https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-378d2026-07-30T01:12:10.226Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/34c952f1-7121-455c-92c2-848c7016464c/editorial-image-2026-07-17__13_.png?t=1784324325Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-the-market-tests-the-payback-clock2026-07-30T01:12:10.769Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e73be084-59b6-4e30-9428-a4c4538126da/editorial-image-2026-07-24__17_.png?t=1784923025The Week the Market Tests the Payback Clock https://www.financialmarkets.com/article/the-week-the-rest-of-big-tech-reports-into-a-live-fed-decision2026-07-30T01:12:11.388Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/20f600df-9dbf-41cc-8445-da3be2816a11/editorial-image-2026-07-24__15_.png?t=1784922756The Week the Rest of Big Tech Reports Into a Live Fed Decision https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-327b2026-07-30T01:12:12.115Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7cbb540d-de6d-4723-8dd3-eabaea42c408/editorial-image-2026-07-24__9_.png?t=1784921571TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-week-every-fed-signal-and-every-big-tech-name-reports-at-once2026-07-30T01:12:12.817Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ca37fbb3-2008-4111-88cc-3cff3fd9639d/editorial-image-2026-07-24__11_.png?t=1784921881The Week Every Fed Signal and Every Big Tech Name Reports at Once https://www.financialmarkets.com/article/traders-quants-saturday-recap-87bb2026-07-30T01:12:13.544Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bbab5f29-fa63-49ec-9751-c6b6779b3edc/editorial-image-2026-07-24__7_.png?t=1784921363TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/the-week-oil-broke-100-and-ai-proved-it-has-a-price2026-07-30T01:12:14.915Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9de2caf7-8fe5-4bff-aebc-e0b309ed418f/editorial-image-2026-07-24__14_.png?t=1784922636The Week Oil Broke $100 and AI Proved It Has a Price https://www.financialmarkets.com/article/financial-market-news-saturday-review-31192026-07-30T01:12:14.193Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5e94a3f9-d63d-4131-8a2f-189f1b21edb0/editorial-image-2026-07-24__12_.png?t=1784922386Financial Market News | Saturday Review https://www.financialmarkets.com/article/the-week-the-cost-stack-caught-the-premium2026-07-30T01:12:15.564Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dd3e3e62-aa16-4a91-841d-0185b88df453/editorial-image-2026-07-24__16_.png?t=1784922909The Week the Cost Stack Caught the Premium https://www.financialmarkets.com/article/the-week-oil-hit-100-and-ai-split-into-two-trades2026-07-30T01:12:16.214Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b6fe117c-863c-49b2-8d0a-d23b063886ce/editorial-image-2026-07-24__10_.png?t=1784921738The Week Oil Hit $100 and AI Split Into Two Trades https://www.financialmarkets.com/article/pakistan-peace-push-intel-reversed-new-tariffs-hit2026-07-30T01:12:16.850Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/534c0643-01c0-47fe-8049-f0a1568b3f15/editorial-image-2026-07-24__21_.png?t=1784932600Pakistan Peace Push | Intel Reversed | New Tariffs Hit https://www.financialmarkets.com/article/oil-eased-chips-still-broke-trump-kept-strike-risk-live-the-relief-the-tape-could-not-trust2026-07-30T01:12:17.512Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/13ae7c6e-daf9-42c1-a349-f3becae17d3d/editorial-image-2026-07-24__20_.png?t=1784932412Oil Eased | Chips Still Broke | Trump Kept Strike Risk Live | The Relief the Tape Could Not Trust https://www.financialmarkets.com/article/oil-cooled-chips-sold-off-tariffs-went-live-the-relief-the-market-did-not-trust2026-07-30T01:12:18.171Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7a9cc228-cf6f-4441-8c9f-53a5559b65fb/editorial-image-2026-07-24__22_.png?t=1784932857Oil Cooled. Chips Sold Off. Tariffs Went Live. The Relief the Market Did Not Trust. https://www.financialmarkets.com/article/amex-vs-albertsons-blackstone-record-aum-tariff-gap-opens2026-07-30T01:12:18.842Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6f796341-6d35-4ccb-bfa4-b8877616cfeb/editorial-image-2026-07-24__19_.png?t=1784924285AmEx vs Albertsons | Blackstone Record AUM | Tariff Gap Opens https://www.financialmarkets.com/article/amex-consumer-split-blackstone-record-nextera-ai-power-pentagon-deal2026-07-24T21:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/911549f6-2e7e-45b8-afe5-0afb03645581/editorial-image-2026-07-24__18_.pngAmEx Consumer Split | Blackstone Record | NextEra AI Power | Pentagon Deal https://www.financialmarkets.com/article/wall-street-s-worst-day-in-a-month-brent-hit-100-tariffs-go-live-this-morning-bitcoin-slips-on-the-r2026-07-24T13:57:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f8848256-5d68-49e1-a630-fc8ad9629297/editorial-image-2026-07-24__7_.pngWall Street's Worst Day in a Month. Brent Hit $100. Tariffs Go Live This Morning. Bitcoin Slips on the Risk-Off Tape. https://www.financialmarkets.com/article/intel-blowout-tariff-gap-now-lockheed-record-palantir-moat-test2026-07-24T13:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/d8409a29-40bc-4b83-89dd-b92b2a21b5d1/editorial-image-2026-07-24__6_.pngIntel Blowout | Tariff Gap Now | Lockheed Record | Palantir Moat Test https://www.financialmarkets.com/article/bx-q2-2026-split-screen-fee-machine-ai2026-07-24T13:34:52.242Zweekly0.7/articles/bx-q2-2026-split-screen.jpgBlackstone's Split-Screen Quarter: A Record Fee Machine and One Crowded Winner https://www.financialmarkets.com/article/intc-q2-2026-20b-test-best-quarter2026-07-24T13:31:33.696Zweekly0.7/articles/intc-q2-2026-20b-test.jpgThe $20 Billion Test Behind Intel's Best Quarter in Years https://www.financialmarkets.com/article/tesla-s-best-quarter-was-also-its-worst2026-07-24T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/8f837d3f-140c-4cd9-ab39-2f3521a12730/editorial-image-2026-07-24__5_.pngTesla's Best Quarter Was Also Its Worst? https://www.financialmarkets.com/article/tariff-wall-rebuilt-at-midnight-brent-backs-off-100-amex-reports-into-the-rout-the-regime-the-rally2026-07-24T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/11227ec1-4798-454a-b26e-a2dd4b2d966c/editorial-image-2026-07-24__4_.pngTariff Wall Rebuilt at Midnight | Brent Backs Off $100 | AmEx Reports Into the Rout | The Regime the Rally Never Priced https://www.financialmarkets.com/article/intel-crushed-it-oil-crossed-100-the-market-doesn-t-know-which-story-to-follow2026-07-24T12:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b3b8273e-8013-4e5a-8644-41e27433a005/editorial-image-2026-07-24__1_.pngIntel crushed it. Oil crossed $100. The market doesn't know which story to follow. https://www.financialmarkets.com/article/the-ai-capex-bill-sits-on-private-credit-s-books2026-07-24T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/de4e8ea1-ee2a-4a77-bac3-27cd8a0a6aa9/editorial-image-2026-07-24__2_.pngThe AI Capex Bill Sits on Private Credit's Books https://www.financialmarkets.com/article/intel-crushed-defense-beats-held-kospi-sidecar-two-backlogs-beat-narrative2026-07-24T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/50b30ab8-2737-4240-9c43-d438a16960d0/editorial-image-2026-07-24.pngIntel Crushed | Defense Beats Held | Kospi Sidecar Two | Backlogs Beat Narrative https://www.financialmarkets.com/article/oil-broke-100-alphabet-burned-cash-tesla-slid-the-ai-trade-hit-the-cost-wall2026-07-24T00:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ed5fc6e3-26b6-4b4a-9533-e035310eea90/editorial-image-2026-07-23__12_.pngOil Broke $100. Alphabet Burned Cash. Tesla Slid. The AI Trade Hit the Cost Wall. https://www.financialmarkets.com/article/alphabet-raised-capex-tesla-burned-1-1b-wti-broke-memory-rose2026-07-23T23:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/6e945568-4726-42c1-bf9b-fef65e66d7e2/editorial-image-2026-07-23__9_.pngAlphabet Raised Capex | Tesla Burned $1.1B | WTI Broke | Memory Rose https://www.financialmarkets.com/article/ai-trade-splits-in-two-oil-hits-100-alphabet-falls-hard2026-07-23T22:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/9e901fbd-4010-4c16-a585-5e4d20d1f9e6/editorial-image-2026-07-23__11_.pngAI Trade Splits in Two | Oil Hits $100 | Alphabet Falls Hard https://www.financialmarkets.com/article/oil-breaks-100-alphabet-burns-cash-tesla-slides-the-growth-trade-the-cost-stack-finally-hit2026-07-23T22:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/e963e753-16ca-4f25-b770-7ea790c2963c/editorial-image-2026-07-23__8_.pngOil Breaks $100 | Alphabet Burns Cash | Tesla Slides | The Growth Trade the Cost Stack Finally Hit https://www.financialmarkets.com/article/eu-google-fine-honeywell-beats-ai-trade-split-albertsons-crashes2026-07-23T22:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/3aa6bf32-1bbf-40a8-a5f7-5a7bd2984fad/editorial-image-2026-07-23__7_.pngEU Google Fine | Honeywell Beats | AI Trade Split | Albertsons Crashes https://www.financialmarkets.com/article/alphabet-beat-everything-the-stock-still-fell2026-07-23T14:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a52b0eaf-43c4-4cc1-8fbe-e98402f1106c/editorial-image-2026-07-23__1_.pngAlphabet beat everything. The stock still fell. https://www.financialmarkets.com/article/alphabet-raised-capex-to-205-billion-tesla-s-margin-fell-to-1-4-oil-broke-94-intel-reports-tonight2026-07-23T13:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5e3f2b80-a264-426c-93f8-714ce32d7a39/editorial-image-2026-07-23__6_.pngAlphabet Raised Capex to $205 Billion. Tesla's Margin Fell to 1.4%. Oil Broke $94. Intel Reports Tonight. https://www.financialmarkets.com/article/alphabet-capex-shock-tesla-miss-tanker-struck-servicenow-beat2026-07-23T13:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4aef8a54-c1ce-45e8-b44a-d5eab17714d6/editorial-image-2026-07-23__5_.pngAlphabet Capex Shock | Tesla Miss | Tanker Struck | ServiceNow Beat https://www.financialmarkets.com/article/alphabet-just-posted-9-11-eps-only-2-85-of-it-was-real2026-07-23T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/c2c608c3-fa4e-42d3-84b1-42eaf6797997/editorial-image-2026-07-23__4_.pngAlphabet just posted $9.11 EPS. Only $2.85 of it was real. https://www.financialmarkets.com/article/big-tech-beats-and-sells-ai-capex-climbs-fed-holds-next-week-the-cash-flow-the-growth-couldn-t-cover2026-07-23T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/9430db31-dcba-4f96-960c-a2d123612aae/editorial-image-2026-07-23__3_.pngBig Tech Beats and Sells | AI Capex Climbs | Fed Holds Next Week | The Cash Flow the Growth Couldn't Cover https://www.financialmarkets.com/article/ibm-s-own-customers-are-raiding-their-budgets-to-pay-for-ai-the-buildout-just-became-a-tax-on-everyt2026-07-23T12:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4c92ecc5-96f1-439e-8188-daa05a44b14d/editorial-image-2026-07-23__2_.pngIBM's Own Customers Are Raiding Their Budgets to Pay for AI. The Buildout Just Became a Tax on Everything Else. https://www.financialmarkets.com/article/defense-reports-into-the-war-oil-won-t-fade-fed-frozen-rails-eat-the-fuel-bill-intel-s-turn-after-th2026-07-23T12:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/584f0102-d1dc-4697-95f5-2dfcbdc34b61/editorial-image-2026-07-22.pngDefense Reports Into the War | Oil Won't Fade, Fed Frozen | Rails Eat the Fuel Bill | Intel's Turn After the Bell https://www.financialmarkets.com/article/googl-q2-2026-200b-question-strongest-quarter2026-07-23T11:08:41.161Zweekly0.7/articles/googl-q2-2026-200b-question.jpgThe $200 Billion Question Inside Alphabet's Strongest Quarter https://www.financialmarkets.com/article/tsla-q2-2026-25b-test-best-delivery-quarter2026-07-23T11:07:41.161Zweekly0.7/articles/tsla-q2-2026-25b-test.jpgThe $25 Billion Test Behind Tesla's Best Delivery Quarter https://www.financialmarkets.com/article/oil-wins-the-day-alphabet-delivered-tesla-burned-cash-the-ai-rally-faces-its-biggest-test2026-07-22T23:57:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a8312b97-e20c-4e5a-b5c2-e583dcd7818b/editorial-image-2026-07-22__12_.pngOil Wins the Day. Alphabet Delivered. Tesla Burned Cash. The AI Rally Faces Its Biggest Test. https://www.financialmarkets.com/article/super-micro-surged-september-hike-odds-reddit-fell-on-google-content-deal2026-07-22T23:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/291e58b3-c9e7-4db4-b5e6-164c58f3d31b/editorial-image-2026-07-22__11_.pngSuper Micro Surged | September Hike Odds | Reddit Fell on Google Content Deal https://www.financialmarkets.com/article/oil-wins-the-day-earnings-hold-the-tape-hike-risk-moves-to-september-the-rally-the-barrel-would-not2026-07-22T23:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a2d01b65-28f4-4a26-8014-be439579d60c/editorial-image-2026-07-22__10_.pngOil Wins the Day | Earnings Hold the Tape | Hike Risk Moves to September | The Rally the Barrel Would Not Let Run https://www.financialmarkets.com/article/both-oil-chokepoints-threatened-smci-margins-double-alphabet-tonight2026-07-22T21:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/20fca275-4753-4d7a-88ed-8f7ad68736d5/editorial-image-2026-07-22__9_.pngBoth Oil Chokepoints Threatened | SMCI Margins Double | Alphabet Tonight https://www.financialmarkets.com/article/oil-dual-chokepoint-alphabet-earnings-super-micro-surge-tariff-reset-ge-vernova-miss2026-07-22T21:35:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/24d3aaf2-d0a1-416e-a076-6211b652e3be/editorial-image-2026-07-22__8_.pngOil Dual Chokepoint | Alphabet Earnings | Super Micro Surge | Tariff Reset | GE Vernova Miss https://www.financialmarkets.com/article/mco-q2-2026-quiet-message-loud-quarter2026-07-22T17:46:37.657Zweekly0.7/articles/mco-q2-2026-quiet-message.jpgThe Quiet Message Inside Moody's Loud Quarter https://www.financialmarkets.com/article/cme-q2-2026-perpetual-futures-fight2026-07-22T17:45:37.657Zweekly0.7/articles/cme-q2-2026-perpetual-futures-fight.jpgCME's Quarter Bought Time in the Perpetual Futures Fight https://www.financialmarkets.com/article/kospi-jumped-5-oil-slipped-to-89-bitcoin-cleared-66-000-alphabet-and-tesla-report-tonight2026-07-22T13:57:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/6e434110-c4e2-496c-98d9-09932bb601bd/editorial-image-2026-07-22__7_.pngKospi Jumped 5%. Oil Slipped to $89. Bitcoin Cleared $66,000. Alphabet and Tesla Report Tonight. https://www.financialmarkets.com/article/super-micro-margins-fed-mythos-gap-oil-three-fronts-tariff-cliff-saudi-nuclear2026-07-22T13:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f13dbd1f-84ac-4f86-a90a-8539814a5a30/editorial-image-2026-07-22__5_.pngSuper Micro Margins | Fed Mythos Gap | Oil Three Fronts | Tariff Cliff | Saudi Nuclear https://www.financialmarkets.com/article/the-122-year-old-company-everyone-left-for-dead-just-posted-its-best-margins-in-years2026-07-22T13:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ee953f05-8733-4076-b229-aa1202bfdb71/editorial-image-2026-07-22__4_.pngThe 122-year-old company everyone left for dead just posted its best margins in years. https://www.financialmarkets.com/article/brent-clears-92-big-tech-reports-tonight-canada-tariffs-land-the-rate-risk-that-migrated-past-july2026-07-22T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/8a76ae7b-e755-4028-b14d-342179779e86/editorial-image-2026-07-22__3_.pngBrent Clears $92 | Big Tech Reports Tonight | Canada Tariffs Land | The Rate Risk That Migrated Past July https://www.financialmarkets.com/article/two-earnings-calls-2-trillion-in-market-cap-on-the-line2026-07-22T12:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/c904283b-70bf-4bb3-961d-498fd4b9add3/editorial-image-2026-07-22__2_.pngTwo earnings calls. $2 trillion in market cap on the line. https://www.financialmarkets.com/article/kazakh-crude-stops-moving-houthis-blockade-saudi-shipping-bonds-price-a-hike-chips-price-a-boom-the2026-07-22T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/584f0102-d1dc-4697-95f5-2dfcbdc34b61/editorial-image-2026-07-22.pngKazakh Crude Stops Moving | Houthis Blockade Saudi Shipping | Bonds Price a Hike, Chips Price a Boom | The Reroute Trade Runs Out of Road https://www.financialmarkets.com/article/the-fed-rang-the-ai-cybersecurity-alarm-in-april-three-months-later-it-still-doesn-t-have-the-model2026-07-22T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/e173b2ce-2f99-4f51-945c-b2c811fe215d/editorial-image-2026-07-22__1_.pngThe Fed Rang the AI Cybersecurity Alarm in April. Three Months Later It Still Doesn't Have the Model. https://www.financialmarkets.com/article/chips-rebounded-oil-hit-five-week-highs-coinbase-jumped-11-the-tape-chose-earnings-over-war2026-07-21T23:57:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/8e2f772f-2d68-49bb-82d8-e415b2979ba9/editorial-image-2026-07-21__13_.pngChips Rebounded. Oil Hit Five-Week Highs. Coinbase Jumped 11%. The Tape Chose Earnings Over War. https://www.financialmarkets.com/article/gm-beat-on-profits-us-sales-fell-120-oil-if-hormuz-stays-shut2026-07-21T23:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a642596e-512a-4b77-b7bb-09bbd27dd9e6/editorial-image-2026-07-21__12_.pngGM Beat on Profits | US Sales Fell | $120 Oil If Hormuz Stays Shut https://www.financialmarkets.com/article/chips-rip-oil-hits-85-earnings-beat-the-tape-that-chose-proof-over-war2026-07-21T23:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/241cedfa-0d36-4908-a4eb-792af2c0bab9/editorial-image-2026-07-21__11_.pngChips Rip | Oil Hits $85 | Earnings Beat | The Tape That Chose Proof Over War https://www.financialmarkets.com/article/bessent-threatens-ai-sanctions-spacex-august-4-apple-goes-subscription2026-07-21T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f4d5d296-8a53-404a-b57e-f02ac5814e8a/editorial-image-2026-07-21__10_.pngBessent Threatens AI Sanctions | SpaceX August 4 | Apple Goes Subscription https://www.financialmarkets.com/article/google-unloads-nvidia-s-cpu-play-tariff-cliff2026-07-21T21:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/33eaf801-13cc-48ef-90b9-a3be89e44234/editorial-image-2026-07-21__9_.pngGoogle Unloads | Nvidia's CPU Play | Tariff Cliff https://www.financialmarkets.com/article/schw-q2-2026-record-quarter2026-07-21T19:37:40.602Zweekly0.7/articles/schw-q2-2026-record-quarter.jpgSchwab's Record Quarter Answered One Question and Raised a Harder One https://www.financialmarkets.com/article/dhi-q3-2026-managing-downturn2026-07-21T19:36:40.602Zweekly0.7/articles/dhi-q3-2026-managing-downturn.jpgD.R. Horton Just Showed How to Manage a Housing Downturn. It Also Confirmed We Are Still in One. https://www.financialmarkets.com/article/gm-q2-2026-guidance-raise2026-07-21T19:35:40.602Zweekly0.7/articles/gm-q2-2026-guidance-raise.jpgGM Was Supposed to Have a Hard Year. Someone Forgot to Tell GM. https://www.financialmarkets.com/article/noc-q2-2026-orders-not-profit2026-07-21T19:34:40.602Zweekly0.7/articles/noc-q2-2026-orders-not-profit.jpgNorthrop Grumman Has All the Orders It Could Want. That Was Never the Problem. https://www.financialmarkets.com/article/chip-stocks-clawed-back-ground-oil-slipped-to-88-bitcoin-held-64-700-earnings-season-s-biggest-week2026-07-21T13:55:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/82b2da60-354c-41bf-b421-78fd4503d871/editorial-image-2026-07-21__7_.pngChip Stocks Clawed Back Ground. Oil Slipped to $88. Bitcoin Held $64,700. Earnings Season's Biggest Week Begins. https://www.financialmarkets.com/article/dimon-says-no-oracle-credit-risk-ai-policy-fight-minerals-eo-canada-tariffs2026-07-21T13:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4dbaeee4-9616-4292-b990-1d080ea36cb7/editorial-image-2026-07-21__8_.pngDimon Says No | Oracle Credit Risk | AI Policy Fight | Minerals EO | Canada Tariffs https://www.financialmarkets.com/article/why-ibm-just-had-its-worst-day-in-115-years2026-07-21T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/6e9b46c2-6cd0-406e-961e-181ee3d14c77/editorial-image-2026-07-21__5_.pngWhy IBM just had its worst day in 115 years https://www.financialmarkets.com/article/second-chinese-model-lands-hormuz-reblocks-korea-hits-a-bear-market-the-bounce-betting-earnings-save-ab6b2026-07-21T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/94e585b1-ff10-4da9-b090-dbfe51ea1701/editorial-image-2026-07-21__3_.pngStrikes Reach Day 10 | Oil Eases Off Highs | Chips Lead Into Earnings Week | The Second Front on the Red Sea https://www.financialmarkets.com/article/oracle-credit-risk-just-hit-an-18-year-high-the-credit-market-is-pricing-the-ai-supply-contract-frag2026-07-21T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/867858f3-53a3-4e77-bc69-426e04c81003/editorial-image-2026-07-21__2_.pngOracle Credit Risk Just Hit an 18-Year High. The Credit Market Is Pricing the AI Supply Contract Fragility Yesterday's PMD Named. https://www.financialmarkets.com/article/the-6-trillion-week-starts-now2026-07-21T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ac10843a-dd68-4abd-a111-721da52c5a20/editorial-image-2026-07-21__1_.pngThe $6 trillion week starts now https://www.financialmarkets.com/article/general-motors-profit-up-sales-down-chips-snap-back-overnight-oil-keeps-fading-its-war-premium-the-e2026-07-21T12:05:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b0cb96b1-56b1-403b-bf15-1ed73cd61524/editorial-image-2026-07-20.pngGeneral Motors: Profit Up, Sales Down | Chips Snap Back Overnight | Oil Keeps Fading Its War Premium | The EV Cliff Nobody's Pricing https://www.financialmarkets.com/article/another-chinese-ai-model-financing-meta-data-centers-new-oil-front2026-07-21T01:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5193363b-cda5-4a9a-a9cd-67da7880eb63/editorial-image-2026-07-20__11_.pngAnother Chinese AI Model | Financing Meta Data Centers | New Oil Front https://www.financialmarkets.com/article/chips-rebounded-oil-stayed-high-bitcoin-reclaimed-65-000-the-market-still-trades-the-war2026-07-20T23:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/3a83d366-b581-4d19-95e6-e635352436ad/editorial-image-2026-07-20__14_.pngChips Rebounded. Oil Stayed High. Bitcoin Reclaimed $65,000. The Market Still Trades the War. https://www.financialmarkets.com/article/chips-bounce-oil-holds-high-crypto-stocks-rally-the-earnings-bet-that-still-could-not-broaden2026-07-20T23:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/41a05163-36e8-4530-93c9-6aebfd29b681/editorial-image-2026-07-20__12_.pngChips Bounce | Oil Holds High | Crypto Stocks Rally | The Earnings Bet That Still Could Not Broaden https://www.financialmarkets.com/article/hedge-fund-record-tech-sell-alphabet-wednesday-blackrock-s-12b-bond2026-07-20T21:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1a9fb91f-921a-49b4-8303-3386a11d8178/editorial-image-2026-07-20__10_.pngHedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond https://www.financialmarkets.com/article/hedge-fund-exit-amd-vs-nvidia-alphabet-s-secret-chip-blackrock-s-12b-spacex-s-new-low2026-07-20T21:10:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/ad216042-de61-48c0-893e-8252c7a0e217/editorial-image-2026-07-20__9_.pngHedge Fund Exit | AMD vs Nvidia | Alphabet's Secret Chip | BlackRock's $12B | SpaceX's New Low https://www.financialmarkets.com/article/iran-strikes-hit-a-ninth-night-oil-broke-90-kospi-sank-4-9-bitcoin-held-64-0002026-07-20T13:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2a4bf2d5-7fe6-4949-b2de-0e57b153f193/editorial-image-2026-07-20__6_.pngIran Strikes Hit a Ninth Night. Oil Broke $90. Kospi Sank 4.9%. Bitcoin Held $64,000. https://www.financialmarkets.com/article/netflix-grew-revenue-13-its-audience-grew-22026-07-20T13:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/60814494-9977-4bc2-8de2-ae24949cb156/editorial-image-2026-07-20__4_.pngNetflix grew revenue 13%. Its audience grew 2%. https://www.financialmarkets.com/article/ai-capex-test-oil-supply-risk-spacex-pressure-tsmc-defense-private-credit2026-07-20T13:40:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/569c2033-6256-42be-bd37-2dd54239fd30/editorial-image-2026-07-20__5_.pngAI Capex Test | Oil Supply Risk | SpaceX Pressure | TSMC Defense | Private Credit https://www.financialmarkets.com/article/second-chinese-model-lands-hormuz-reblocks-korea-hits-a-bear-market-the-bounce-betting-earnings-save2026-07-20T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/adca1547-7e3f-4e3b-860b-d50ac6647a37/editorial-image-2026-07-20__3_.pngSecond Chinese Model Lands | Hormuz Reblocks | Korea Hits a Bear Market | The Bounce Betting Earnings Save It https://www.financialmarkets.com/article/the-fed-just-got-its-cover-to-hold-the-bea-will-cut-core-pce-by-0-2-points-on-september-302026-07-20T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/15c33424-ec1c-43fa-8773-d13834f257b3/editorial-image-2026-07-20__2_.pngThe Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30. https://www.financialmarkets.com/article/oil-breaks-90-and-so-does-the-ai-story2026-07-20T12:05:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/7c58f663-a72b-4a21-bb1a-ed31f6968d4b/editorial-image-2026-07-20__1_.pngOil breaks $90 and so does the AI story https://www.financialmarkets.com/article/third-us-death-kospi-sidecar-triggered-china-s-national-team-returns-warsh-s-transitory-problem2026-07-20T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b0cb96b1-56b1-403b-bf15-1ed73cd61524/editorial-image-2026-07-20.pngThird US Death | Kospi Sidecar Triggered | China's National Team Returns | Warsh's Transitory Problem https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-e1e92026-07-19T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/34c952f1-7121-455c-92c2-848c7016464c/editorial-image-2026-07-17__13_.pngFinancial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-ai-has-to-earn-its-valuation2026-07-19T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/afefba32-1310-4f1a-b57e-d3d2aa01419f/editorial-image-2026-07-17__16_.pngThe Week AI Has to Earn Its Valuation https://www.financialmarkets.com/article/the-week-acceleration-meets-its-toughest-test-yet2026-07-19T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a4355f2c-2491-41c4-a750-1272defaaa3f/editorial-image-2026-07-17__18_.pngThe Week Acceleration Meets Its Toughest Test Yet. https://www.financialmarkets.com/article/the-week-earnings-meet-the-fed-s-loudest-split-yet2026-07-19T10:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/274b0691-dd1b-46f3-a144-1e79f993b079/editorial-image-2026-07-17__9_.pngThe Week Earnings Meet the Fed's Loudest Split Yet https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-dffe2026-07-30T01:12:20.946Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b4ccafe0-6a55-40a3-b3e7-e7d5e3f426c0/editorial-image-2026-07-17__7_.png?t=1784315468TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-week-good-news-stopped-being-good-enough2026-07-18T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a723fbd3-fdb3-483d-8eb4-9084d54efe07/editorial-image-2026-07-17__14_.pngThe Week Good News Stopped Being Good Enough. https://www.financialmarkets.com/article/the-premium-reset-arrived-with-no-rescue2026-07-18T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a9237df4-cfcd-4afe-99ae-f96bb7ca4d6b/editorial-image-2026-07-17__17_.pngThe Premium Reset Arrived With No Rescue. https://www.financialmarkets.com/article/traders-quants-saturday-recap-dcd02026-07-30T01:12:21.452Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/69f56a5b-28a9-4530-8d90-d640ca098893/editorial-image-2026-07-17__6_.png?t=1784315052TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/financial-market-news-saturday-review-e49d2026-07-18T11:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/10c4ae62-70ec-439c-8391-d84362e9482b/editorial-image-2026-07-17__12_.pngFinancial Market News | Saturday Review https://www.financialmarkets.com/article/the-week-oil-the-fed-and-ai-credit-all-broke-open2026-07-18T10:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/77760038-12fe-43b6-9c02-a7edc1c87999/editorial-image-2026-07-17__8_.pngThe Week Oil, the Fed, and AI Credit All Broke Open https://www.financialmarkets.com/article/ai-selling-spread-oil-climbed-again-bitcoin-lost-63k-the-market-stopped-trusting-the-ai-premium2026-07-30T01:12:21.985Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2206cf59-d76c-435f-b2ca-a4844e3edb7c/editorial-image-2026-07-17__21_.png?t=1784326752AI Selling Spread. Oil Climbed Again. Bitcoin Lost $63K. The Market Stopped Trusting the AI Premium. https://www.financialmarkets.com/article/china-new-ai-model-spacex-below-ipo-america-s-most-valuable-company2026-07-30T01:12:22.484Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/92c7be19-74c4-473c-9a3a-137f07a272ca/editorial-image-2026-07-17__19_.png?t=1784326090China New AI Model | SpaceX Below IPO | America's Most Valuable Company https://www.financialmarkets.com/article/chips-fell-again-netflix-sank-oil-jumped-the-week-acceleration-failed-its-first-test2026-07-30T01:12:23.187Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2713d079-9397-4e81-a6cd-c834516b3c44/editorial-image-2026-07-17__20_.png?t=1784326449Chips Fell Again | Netflix Sank | Oil Jumped | The Week Acceleration Failed Its First Test https://www.financialmarkets.com/article/chip-bear-market-apple-reclaims-crown-fed-split-grows2026-07-30T01:12:23.741Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/04291fbd-fd99-4247-a225-a7933805b567/editorial-image-2026-07-17__11_.png?t=1784323830Chip Bear Market | Apple Reclaims Crown | Fed Split Grows https://www.financialmarkets.com/article/apple-tops-nvda-fed-split-imports-jump-fuel-stays-high2026-07-30T01:12:24.619Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/73e68699-a426-454e-b816-5f52b966a5b8/editorial-image-2026-07-17__10_.png?t=1784323639Apple Tops NVDA | Fed Split | Imports Jump | Fuel Stays High https://www.financialmarkets.com/article/chips-fell-again-after-tsmc-s-capex-raise-netflix-sank-9-iran-struck-for-a-fifth-night-stablecoin-ru2026-07-30T01:12:25.252Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/73494db6-641a-481f-a7b1-b4d3a18ee2a2/editorial-image-2026-07-17__5_.png?t=1784291834Chips Fell Again After TSMC's Capex Raise. Netflix Sank 9%. Iran Struck for a Fifth Night. Stablecoin Rules Face Their Deadline. https://www.financialmarkets.com/article/netflix-stumbles-spacex-slips-diesel-jumps-chips-near-bear-fed-hawks2026-07-30T01:12:25.917Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8af60e97-e25c-45bd-ab90-94c816759234/editorial-image-2026-07-17__4_.png?t=1784291657Netflix Stumbles | Spacex Slips | Diesel Jumps | Chips Near Bear | Fed Hawks https://www.financialmarkets.com/article/the-best-earnings-call-of-the-year-tanked-the-stock2026-07-17T13:05:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/0ca91dd0-f8b6-4257-a8b2-f4ef37b9c45a/editorial-image-2026-07-17__3_.pngThe best earnings call of the year tanked the stock https://www.financialmarkets.com/article/netflix-guides-down-the-premium-reset-widens-data-and-small-banks-land-today-the-rotation-the-tape-n2026-07-30T01:12:26.386Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/60fd3409-7151-4341-8146-6c101046edd1/editorial-image-2026-07-17__2_.png?t=1784290680Netflix Guides Down | The Premium Reset Widens | Data and Small Banks Land Today | The Rotation the Tape Now Has to Earn https://www.financialmarkets.com/article/the-fed-split-extended-to-six-positions-logan-calls-a-hike-schmid-rejects-transitory2026-07-30T01:12:26.979Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/601d2231-cc1e-4981-9d1c-cc253c3ef35b/editorial-image-2026-07-16__8_.png?t=1784235311The Fed Split Extended to Six Positions. Logan Calls a Hike. Schmid Rejects Transitory. https://www.financialmarkets.com/article/buffett-calls-the-market-a-casino2026-07-17T12:15:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/bc016a34-dcd7-4ef4-bf8f-b033a39fd24c/Screenshot_2026-07-20_at_2.00.17_PM.pngBuffett calls the market a casino. https://www.financialmarkets.com/article/netflix-softer-guide-nikkei-sinks-iran-waiver-ends-yen-near-multi-decade-low2026-07-30T01:12:27.472Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/198d6e74-ebb9-4b4e-a1f1-0a6451caedd5/editorial-image-2026-07-17.png?t=1784289219Netflix Softer Guide | Nikkei Sinks | Iran Waiver Ends | Yen Near Multi-Decade Low https://www.financialmarkets.com/article/ai-stops-carrying-the-tape-chips-crack-again-netflix-slides-crypto-bill-nears-its-final-test2026-07-30T01:12:27.950Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7240219e-db13-427e-97ac-4f38a42df507/editorial-image-2026-07-16__11_.png?t=1784241859AI Stops Carrying the Tape | Chips Crack Again | Netflix Slides | Crypto Bill Nears Its Final Test https://www.financialmarkets.com/article/tsmc-raised-capex-unitedhealth-elevance-problem-philly-five-year-high2026-07-30T01:12:28.533Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4c61bc30-41b1-4f68-b276-7ff3341ef2ae/editorial-image-2026-07-16__10_.png?t=1784241461TSMC Raised Capex | UnitedHealth Elevance Problem | Philly Five-Year High https://www.financialmarkets.com/article/chips-break-tsmc-spends-more-alphabet-slips-the-ai-cost-reset-hits-the-tape2026-07-30T01:12:29.045Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a1dac95b-9033-49b9-abfc-5b821ccf5c78/editorial-image-2026-07-16__9_.png?t=1784235495Chips Break | TSMC Spends More | Alphabet Slips | The AI Cost Reset Hits the Tape https://www.financialmarkets.com/article/unitedhealth-resets-tsmc-265b-spacex-lockup-clock2026-07-30T01:12:29.574Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/601d2231-cc1e-4981-9d1c-cc253c3ef35b/editorial-image-2026-07-16__8_.png?t=1784235311UnitedHealth Resets | TSMC $265B | SpaceX Lockup Clock https://www.financialmarkets.com/article/chips-fell-unh-proved-ai-margins-spacex-faces-unlock-oil-risks-rise2026-07-30T01:12:30.118Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1247de52-de9d-4c7f-91ea-25886f7b7d15/editorial-image-2026-07-16__7_.png?t=1784235075Chips fell | UNH proved AI margins | SpaceX faces unlock | Oil risks rise https://www.financialmarkets.com/article/ge-q2-2026-beat-was-never-the-question2026-07-16T16:36:20.568Zweekly0.7/articles/ge-q2-2026-beat-was-never-the-question.jpgFor GE Aerospace, the Beat Was Never the Question https://www.financialmarkets.com/article/unh-q2-2026-proof-over-beats2026-07-16T16:36:20.479Zweekly0.7/articles/unh-q2-2026-proof-over-beats.jpgUnitedHealth Q2 2026: Proof Over Beats https://www.financialmarkets.com/article/ual-q2-2026-proof-over-the-beat2026-07-16T16:36:20.306Zweekly0.7/articles/ual-q2-2026-proof-over-the-beat.jpgUnited's Q2 2026: Proof Over the Beat https://www.financialmarkets.com/article/nobody-signs-up-for-stripe-that-s-why-it-can-buy-paypal2026-07-16T16:15:57.252Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4df1be8a-00db-468f-8c49-10b879afb9d5/image.pngNobody signs up for Stripe. That's why it can buy PayPal. https://www.financialmarkets.com/article/chip-stocks-cracked-again-oil-cleared-85-retail-sales-and-tsmc-decide-the-day2026-07-30T01:12:30.601Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0a796f5f-16db-4a15-af22-02fd819574aa/editorial-image-2026-07-16__3_.png?t=1784204739Chip Stocks Cracked Again | Oil Cleared $85 | Retail Sales and TSMC Decide the Day https://www.financialmarkets.com/article/wall-street-record-apollo-s-ai-portfolio-shift-hyundai-robot-strike2026-07-30T01:12:31.100Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f28ef9eb-4a74-438f-b9e7-dbcb8c157d8a/editorial-image-2026-07-16__4_.png?t=1784206570Wall Street Record | Apollo's AI Portfolio Shift | Hyundai Robot Strike https://www.financialmarkets.com/article/korea-s-chip-stocks-just-blinked-should-you2026-07-16T16:15:59.489Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/7d38f526-bda8-4439-8716-0a4e56988356/editorial-image-2026-07-16__5_.pngKorea's chip stocks just blinked. Should you? https://www.financialmarkets.com/article/chips-break-worldwide-megacaps-turn-load-bearing-futures-slip-the-ai-reset-the-tape-just-started-pri2026-07-30T01:12:31.641Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/893de7f3-5dfe-4356-9eb4-bfd60e4992d9/editorial-image-2026-07-16__2_.png?t=1784203946Chips Break Worldwide | Megacaps Turn Load-Bearing | Futures Slip | The AI Reset the Tape Just Started Pricing https://www.financialmarkets.com/article/the-fed-split-just-went-public-warsh-won-t-signal-cook-is-ready-to-hike-williams-says-well-positione2026-07-30T01:12:32.118Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/294e26ba-a63e-46a5-b08e-e2fa5365e5be/editorial-image-2026-07-16__1_.png?t=1784203580The Fed Split Just Went Public. Warsh Won't Signal. Cook Is Ready to Hike. Williams Says Well-Positioned. https://www.financialmarkets.com/article/tsmc-beat-guidance-asian-chips-bled-anyway-retail-sales-at-8-30-korea-hiked2026-07-30T01:12:32.725Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6f8baabd-1a30-41e4-91ce-3c98cf242966/editorial-image-2026-07-16.png?t=1784203261TSMC Beat Guidance | Asian Chips Bled Anyway | Retail Sales at 8:30 | Korea Hiked https://www.financialmarkets.com/article/nflx-q2-2026-proof-over-beats2026-07-16T00:00:00.000Zweekly0.7/articles/nflx-q2-2026-proof-over-beats.jpgNetflix's Q2: Proof Over Beats https://www.financialmarkets.com/article/big-tech-led-again-chips-slipped-warsh-defended-fed-independence-strategy-doubled-down-on-bitcoin2026-07-30T01:12:33.535Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4b1d702a-0aa7-4662-9479-5f1a9a7f01cd/editorial-image-2026-07-15__4_.png?t=1784157377Big Tech Led Again. Chips Slipped. Warsh Defended Fed Independence. Strategy Doubled Down on Bitcoin. https://www.financialmarkets.com/article/big-tech-leads-chips-split-warsh-holds-the-line-the-rally-oil-still-would-not-clear2026-07-30T01:12:34.070Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2927b098-ce23-46a5-bd33-c8afd37580c7/editorial-image-2026-07-15__2_.png?t=1784153811Big Tech Leads | Chips Split | Warsh Holds the Line | The Rally Oil Still Would Not Clear https://www.financialmarkets.com/article/ai-price-hikes-paypal-buyout-offer-chips-fell-spacex-ipo-price2026-07-30T01:12:34.788Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d2fbe21e-0e72-494c-81cc-e073a95af3eb/editorial-image-2026-07-15__3_.png?t=1784155785AI Price Hikes | PayPal Buyout Offer | Chips Fell | SpaceX IPO Price https://www.financialmarkets.com/article/anthropic-ipo-october-margin-debt-tops-dtcc-goes-digital2026-07-30T01:12:37.045Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/87f60e31-1057-4a60-af4d-01ec5f8f4c40/image.png?t=1784146674Anthropic IPO October | Margin Debt Tops | DTCC Goes Digital https://www.financialmarkets.com/article/banks-crush-earnings-spacex-slips-below-ipo-ppi-undershoots-margin-debt-at-peak2026-07-30T01:12:39.052Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f66e7a13-2c57-4329-b869-af47d3fbfd59/editorial-image-2026-07-15__1_.png?t=1784150014Banks Crush Earnings | SpaceX Slips Below IPO | PPI Undershoots | Margin Debt at Peak https://www.financialmarkets.com/article/johnson-johnson-q2-2026-medicine-over-medtech2026-07-15T20:35:00.000Zweekly0.7/articles/jnj-q2-medicine-over-medtech.jpgJohnson & Johnson's Q2: Medicine Over MedTech https://www.financialmarkets.com/article/morgan-stanley-q2-2026-beats-durability2026-07-15T20:30:00.000Zweekly0.7/articles/ms-q2-beats-durability.jpgThe Beats Were Real. Now the Megabanks Have to Prove It. https://www.financialmarkets.com/article/blackrock-q2-2026-market-did-lifting2026-07-15T20:25:00.000Zweekly0.7/articles/blk-q2-market-lifting.jpgBlackRock Q2: The Market Did the Lifting, Not the Milestone https://www.financialmarkets.com/article/bny-q2-2026-passed-megabank-test2026-07-15T20:20:00.000Zweekly0.7/articles/bny-q2-megabank-test.jpgBNY Passed the Megabank Test. The Harder One Comes Next. https://www.financialmarkets.com/article/fastenal-q2-2026-growth-vs-profit-test2026-07-15T20:15:00.000Zweekly0.7/articles/fast-q2-growth-vs-profit.jpgFastenal Proved the Growth. The Profit Test Moved to the Second Half. https://www.financialmarkets.com/article/asml-lifts-guidance-again-kospi-surges-6-ppi-lands-today-warsh-returns-to-capitol-hill2026-07-30T01:12:39.661Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4c2a778f-dce6-47de-b031-3f131b61743f/image.png?t=1784119685ASML Lifts Guidance Again. Kospi Surges 6%. PPI Lands Today. Warsh Returns to Capitol Hill. https://www.financialmarkets.com/article/why-new-york-said-no-to-ai-data-centres2026-07-16T15:00:09.339Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4120489f-ad9a-4fda-868c-6ce9c316b561/image.pngWhy New York said no to AI Data Centres? https://www.financialmarkets.com/article/paypal-buyout-bid-morgan-stanley-earnings-ai-capex-super-cycle2026-07-30T01:12:40.162Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/038cb00c-1f6d-451e-a84c-21ed00616ac1/image.png?t=1784120621PayPal Buyout Bid | Morgan Stanley Earnings | AI Capex Super Cycle https://www.financialmarkets.com/article/chips-lead-warsh-resets-trump-widens-iran-threat-the-rally-oil-still-has-to-clear2026-07-30T01:12:40.827Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dd3ffa97-d2af-497a-93ac-7d35e9cd52fe/image.png?t=1784119391Chips Lead | Warsh Resets | Trump Widens Iran Threat | The Rally Oil Still Has to Clear https://www.financialmarkets.com/article/asml-raised-guidance-alibaba-surged-l-the-ai-equity-issuance-boom2026-07-30T01:12:41.378Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e2069ef1-9659-4a3f-a159-d2a765f08f75/image.png?t=1784120274ASML Raised Guidance | Alibaba Surged l | The AI Equity Issuance Boom https://www.financialmarkets.com/article/ibm-lost-a-quarter-asml-found-one-cpi-changed-hike-expectations2026-07-16T15:00:10.548Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/4d1c83c6-07ef-421f-ba24-4550b73d552b/image.pngIBM lost a quarter. ASML found one. CPI changed hike expectations. https://www.financialmarkets.com/article/goldman-just-named-an-ai-capex-super-cycle-wall-street-is-selling-into-it2026-07-30T01:12:41.910Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae1b4858-2847-467b-b20b-7b9b7877fa20/image.png?t=1784118203Goldman Just Named an AI Capex Super Cycle. Wall Street Is Selling Into It. https://www.financialmarkets.com/article/mtb-q2-2026-beat-was-never-the-story2026-07-16T16:20:01.628Zweekly0.7/articles/mtb-q2-beat-not-the-story.jpgFor M&T, the Beat Was Never the Story https://www.financialmarkets.com/article/pnc-q2-2026-beat-and-raise-fees-dont-stay2026-07-16T16:20:01.927Zweekly0.7/articles/pnc-q2-beat-and-raise.jpgPNC Q2 2026: Beat and Raise, but Fees Don’t Stay Put https://www.financialmarkets.com/article/cintas-q4-2026-proof-over-beats2026-07-16T16:20:02.067Zweekly0.7/articles/cintas-q4-proof-over-beats.jpgCintas Q4 2026: Proof Over Beats https://www.financialmarkets.com/article/elevance-q2-2026-proof-over-beats2026-07-16T16:20:02.196Zweekly0.7/articles/elv-q2-proof-over-beats.jpgElevance Q2 2026: Proof Over Beats https://www.financialmarkets.com/article/cpi-cools-chips-rebound-banks-beat-the-relief-print-oil-could-not-fully-clear2026-07-30T01:12:42.397Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f91c6ec1-738e-4e42-b940-87a0ec51841d/image.png?t=1784071256CPI Cools. Chips Rebound. Banks Beat. The Relief Print Oil Could Not Fully Clear. https://www.financialmarkets.com/article/july-hike-odds-collapse-ibm-goldman-rode-spacex-to-a-record-quarter2026-07-30T01:12:42.871Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/464b0ead-8c0d-4482-9a95-1a8d0cd02a74/image.png?t=1783984071July Hike Odds Collapse | IBM | Goldman Rode SpaceX to a Record Quarter https://www.financialmarkets.com/article/cpi-cools-chips-rebound-banks-beat-the-relief-print-oil-could-not-fully-clear2026-07-30T01:12:43.403Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0ddd0221-3965-4bc3-8bd4-ea5487dadaa1/image.png?t=1784069731CPI Cools | Chips Rebound | Banks Beat | The Relief Print Oil Could Not Fully Clear https://www.financialmarkets.com/article/megabanks-q2-proof-over-beats2026-07-16T16:20:02.290Zweekly0.7/articles/megabanks-q2-proof-over-beats.jpgThe Banks All Beat. The Market Only Paid for Proof. https://www.financialmarkets.com/article/cpi-cooled-warsh-went-volcker-anyway2026-07-30T01:12:43.940Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/befbd078-7128-427d-b55a-bde0ef960247/image.png?t=1784062964CPI Cooled. Warsh Went Volcker Anyway. https://www.financialmarkets.com/article/cpi-cools-fast-wall-street-prints-records-ibm-collapses-trump-drops-hormuz-toll2026-07-30T01:12:44.447Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e91ba02e-882d-4e01-89ad-b96126b575d9/image.png?t=1784062130CPI Cools Fast | Wall Street Prints Records | IBM Collapses | Trump Drops Hormuz Toll https://www.financialmarkets.com/article/jpmorgan-q2-2026-earnings-floor-ceiling2026-07-14T20:03:15.424Zweekly0.7/articles/jpm-q2-earnings-floor.jpgJPMorgan Raised Its Earnings Floor. The Ceiling Is Another Matter. https://www.financialmarkets.com/article/citi-q2-2026-credibility-gap-return-gap2026-07-14T20:01:15.424Zweekly0.7/articles/citi-q2-credibility-gap.jpgCiti's Best Quarter in a Decade Closed the Credibility Gap. Not the Return Gap. https://www.financialmarkets.com/article/wells-fargo-q2-2026-growth-returns-margin2026-07-14T19:59:15.424Zweekly0.7/articles/wfc-q2-growth-returns.jpgWells Fargo Proved It Can Grow. The Returns Still Need Proof. https://www.financialmarkets.com/article/gs-record-quarter-cyclical-priced-structural2026-07-16T16:20:02.383Zweekly0.7/articles/gs-record-quarter-cyclical.jpgGoldman's Record Quarter Was Cyclical. The Market Priced It as Structural. https://www.financialmarkets.com/article/bac-q2-earnings-floor-raised-ceiling-overstated2026-07-16T16:20:02.453Zweekly0.7/articles/bac-q2-earnings-floor-raised.jpgBank of America Raised Its Earnings Floor. The Quarter Overstated the Ceiling. https://www.financialmarkets.com/article/cpi-cools-oil-still-caps-it-ibm-breaks-the-relief-print-the-strait-can-still-reprice2026-07-30T01:12:45.001Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bbf0fa87-0fbe-458e-bf5f-1c4bb78fe9cf/image.png?t=1784036797CPI Cools | Oil Still Caps It | IBM Breaks | The Relief Print the Strait Can Still Reprice https://www.financialmarkets.com/article/cpi-and-five-banks-land-together-trump-s-hormuz-blockade-keeps-oil-elevated-chips-stay-under-pressur2026-07-30T01:12:45.458Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b56604f6-31eb-4ad9-8f69-bc7b0af1429e/image.png?t=1784036516CPI And Five Banks Land Together. Trump's Hormuz Blockade Keeps Oil Elevated. Chips Stay Under Pressure. https://www.financialmarkets.com/article/the-safest-yield-in-your-portfolio-just-started-losing-money2026-07-14T13:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/0973d061-809e-44f3-a84e-fcc21030010b/image.pngThe safest yield in your portfolio just started losing money https://www.financialmarkets.com/article/hormuz-keeps-oil-flying-spr-near-historic-low-12-states-contest-paramount-deal2026-07-30T01:12:45.942Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e82e493-fd69-4315-aab6-66c478ae7f3f/image.png?t=1784035177Hormuz Keeps Oil Flying | SPR Near Historic Low | 12 States Contest Paramount Deal https://www.financialmarkets.com/article/data-packed-morning-inflation-and-earnings-from-five-banks2026-07-14T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/5d2cfc7c-1682-422a-9aad-ad5f74654e1e/image.pngData packed morning: inflation and earnings from five banks https://www.financialmarkets.com/article/the-oil-market-just-priced-hormuz-as-permanently-broken2026-07-30T01:12:46.468Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/195cf8ad-47ec-4a7d-aed5-1d7b46edd1ff/image.png?t=1784032992The Oil Market Just Priced Hormuz as Permanently Broken. https://www.financialmarkets.com/article/cpi-prints-banks-report-this-morning-warsh-testifies-after2026-07-30T01:12:46.970Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bcef64b7-18ba-4e73-be22-f0bb768e5163/image.png?t=1784032612CPI Prints | Banks Report This Morning | Warsh Testifies After https://www.financialmarkets.com/article/trump-proposed-a-20-hormuz-fee-oil-jumped-bitcoin-slipped-cpi-now-carries-the-week2026-07-30T01:12:47.547Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/11948bd9-aada-466c-a306-834f32b736cb/image.png?t=1783984355Trump Proposed a 20% Hormuz Fee. Oil Jumped. Bitcoin Slipped. CPI Now Carries the Week. https://www.financialmarkets.com/article/clearest-hike-signal-spacex-near-ipo-price-gold-broke-below-4-0002026-07-30T01:12:48.036Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/464b0ead-8c0d-4482-9a95-1a8d0cd02a74/image.png?t=1783984071Clearest Hike Signal | SpaceX Near IPO Price | Gold Broke Below $4,000 https://www.financialmarkets.com/article/oil-spikes-hike-odds-jump-hormuz-gets-a-toll-the-cost-shock-the-tape-could-not-absorb2026-07-30T01:12:48.519Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/57f99f3d-1ed9-4b30-b593-b3814ccdaa92/image.png?t=1783983824Oil Spikes | Hike Odds Jump | Hormuz Gets a Toll | The Cost Shock the Tape Could Not Absorb https://www.financialmarkets.com/article/trump-reimposed-blockade-20-cargo-toll-big-banks-tomorrow2026-07-30T01:12:49.107Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/af3add7b-da6c-4b12-96f8-2751d52bd1c2/image.png?t=1783975140Trump Reimposed Blockade | 20% Cargo Toll | Big Banks Tomorrow https://www.financialmarkets.com/article/oil-surges-on-hormuz-toll-big-banks-face-ai-test-spacex-clings-to-ipo-floor-meta-s-50b-bet-tsmc-s-ai2026-07-30T01:12:49.624Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/27e745ab-5249-422b-8f96-043fb70482ff/image.png?t=1783974720Oil Surges on Hormuz Toll | Big Banks Face AI Test | SpaceX Clings to IPO Floor | Meta's $50B Bet | TSMC's AI Boom Grows https://www.financialmarkets.com/article/delta-s-fuel-bill-just-jumped-75-nobody-cared2026-07-13T21:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/339db2f5-dc23-481d-80b8-9939e34a604c/image.pngDelta's fuel bill just jumped 75%. Nobody cared. https://www.financialmarkets.com/article/washington-struck-iran-again-iran-called-hormuz-closed-oil-jumped-4-cpi-lands-tomorrow2026-07-30T01:12:50.111Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8154c64f-b5ad-4363-b0f2-36de7fb5beb0/image.png?t=1783950514Washington Struck Iran Again. Iran Called Hormuz Closed. Oil Jumped 4%. CPI Lands Tomorrow. https://www.financialmarkets.com/article/hormuz-hot-sk-hynix-adds-leverage-strategy-cuts-bitcoin-the-week-leverage-meets-a-higher-cost-of-mon2026-07-30T01:12:50.592Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/907d28e0-4399-4c1d-9e98-25bb1c91a31d/image.png?t=1783950199Hormuz Hot | SK Hynix Adds Leverage | Strategy Cuts Bitcoin | The Week Leverage Meets a Higher Cost of Money. https://www.financialmarkets.com/article/sk-hynix-falls-hormuz-shuts-down-fed-faces-cpi-ai-bonds-strain-device-war-begins2026-07-30T01:12:51.117Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c13534ed-b046-4251-9307-1ae7b553d05a/image.png?t=1783949821SK Hynix Falls | Hormuz Shuts Down | Fed Faces CPI | AI Bonds Strain | Device War Begins https://www.financialmarkets.com/article/the-us-struck-iran-again-this-weekend-oil-rose-3-overnight2026-07-30T01:12:53.133Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5588d688-c2ac-43d4-be62-4996022d8fbf/image.png?t=1783945919The US Struck Iran Again This Weekend. Oil Rose 3% Overnight. https://www.financialmarkets.com/article/iran-closed-hormuz-sk-hynix-down-warsh-testifies2026-07-30T01:12:53.757Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2f41e8bc-9b3d-4eda-beaa-24cd41139097/image.png?t=1783944978Iran Closed Hormuz | SK Hynix Down | Warsh Testifies https://www.financialmarkets.com/article/the-strait-finally-stopped-arguing-back2026-07-13T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/05562500-b2d9-4798-95ea-ef7a5967f165/image.pngThe strait finally stopped arguing back https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-955d2026-07-30T01:12:54.308Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bbb5c196-036e-49db-a603-9092d9a1120a/image.png?t=1783804687Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-every-trade-has-to-prove-itself2026-07-30T01:12:54.913Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ed9317ba-0b9b-40c5-a01f-52c7757f2af6/image.png?t=1783804071The Week Every Trade Has to Prove Itself https://www.financialmarkets.com/article/cpi-tuesday-warsh-twice-the-week-the-data-catches-up2026-07-30T01:12:55.468Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/17b92676-4874-4409-8acf-64477cf3d301/image.png?t=1783805039CPI Tuesday. Warsh Twice. The Week the Data Catches Up. https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-c49e2026-07-30T01:12:56.007Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/277e836d-26f8-45bc-a4ff-416c8349563f/image.png?t=1783712153TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-week-the-capital-stack-test-gets-its-first-scoreboard2026-07-30T01:12:56.482Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f200c7b2-754c-4011-b723-f0331682b300/image.png?t=1783804373The Week the Capital Stack Test Gets Its First Scoreboard https://www.financialmarkets.com/article/the-week-capital-picked-its-winners2026-07-30T01:12:57.524Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/816f958a-111a-4883-b99b-30cf535bd3da/image.png?t=1783733297The Week Capital Picked Its Winners https://www.financialmarkets.com/article/weekly-market-signals-def32026-07-30T01:12:58.001Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ff99c72f-895f-46f4-ad7f-281d0c667956/image.png?t=1783736274Weekly Market Signals https://www.financialmarkets.com/article/financial-market-news-saturday-review-2d212026-07-30T01:12:56.957Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/97814dc8-4f43-4047-8938-3fa8d6930f57/image.png?t=1783732990Financial Market News | Saturday Review https://www.financialmarkets.com/article/traders-quants-saturday-recap-62452026-07-30T01:12:59.196Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/16650da2-e45a-41ce-88e7-5073b2a562d5/image.png?t=1783711818TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/the-week-the-ai-capital-stack-got-tested2026-07-30T01:12:58.643Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/868888be-8040-4358-a71d-53a676734d20/image.png?t=1783732550The Week the AI Capital Stack Got Tested https://www.financialmarkets.com/article/sk-hynix-surged-13-in-its-nasdaq-debut-apple-sued-openai-bitcoin-held-near-64-000-ai-keeps-driving-t2026-07-30T01:12:59.689Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dfa57830-519b-4283-a9a4-36ee9a10d723/image.png?t=1783720662SK Hynix Surged 13% in Its Nasdaq Debut. Apple Sued OpenAI. Bitcoin Held Near $64,000. AI Keeps Driving the Tape. https://www.financialmarkets.com/article/sk-hynix-opened-delta-beat-and-fell-meta-had-its-best-week2026-07-30T01:13:00.167Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b1a2ddd3-9664-4833-add1-ada5876985c5/image.png?t=1783719425SK Hynix Opened | Delta Beat and Fell | Meta Had Its Best Week https://www.financialmarkets.com/article/sk-hynix-clears-chips-hold-banks-restrict-bets-the-scarcity-trade-that-still-has-a-rate-problem2026-07-30T01:13:01.153Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f982998-ef25-426b-9489-243f58eb20e3/image.png?t=1783719134SK Hynix Clears | Chips Hold | Banks Restrict Bets | The Scarcity Trade That Still Has a Rate Problem https://www.financialmarkets.com/article/delta-beat-k-shape-confirmed-circle-gets-a-charter2026-07-30T01:13:01.614Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/299906be-6685-457e-bb86-c6667b6d6203/image.png?t=1783718756Delta Beat | K-Shape Confirmed | Circle Gets a Charter https://www.financialmarkets.com/article/delta-beats-circle-gets-charter-turbine-bottleneck-market-gets-exposed2026-07-30T01:13:02.111Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b5b14e4f-4536-45e2-bf63-87f63dde35d4/image.png?t=1783718488Delta Beats | Circle Gets Charter | Turbine Bottleneck | Market Gets Exposed https://www.financialmarkets.com/article/delta-q2-fare-gains-look-structural2026-07-10T17:28:51.650Zweekly0.7/articles/delta-q2-fare-gains-structural.jpgDelta's Fare Gains Look Structural. The Market Isn't Fully Convinced Yet. https://www.financialmarkets.com/article/sk-hynix-debuts-on-the-nasdaq-bitcoin-reclaimed-64-000-iran-talks-cloud-the-outlook-chip-rally-pause2026-07-30T01:13:02.597Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ed4ce7e5-3413-444f-a202-8ccf9899d723/image.png?t=1783690048SK Hynix Debuts on the Nasdaq. Bitcoin Reclaimed $64,000. Iran Talks Cloud the Outlook. Chip Rally Pauses. https://www.financialmarkets.com/article/fed-task-force-sk-hynix-lists-energy-m-a-surges-china-s-memory-ipo2026-07-30T01:13:03.117Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1ff1eb00-6a2e-4a2c-a967-1aceb76942d8/image.png?t=1783689684Fed Task Force | SK Hynix Lists | Energy M&A Surges | China's Memory IPO https://www.financialmarkets.com/article/sk-hynix-debuts-delta-beats-hike-odds-climb-the-scarcity-bid-the-rate-path-is-repricing2026-07-30T01:13:03.562Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f5404146-1b39-4041-8c71-22ec86fd0427/image.png?t=1783686812SK Hynix Debuts | Delta Beats | Hike Odds Climb | The Scarcity Bid the Rate Path Is Repricing https://www.financialmarkets.com/article/the-debt-wall-street-can-t-see-is-now-on-wall-street-s-books2026-07-10T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f37fba46-dee9-4e2e-9854-c06a8f3b4e80/image.pngThe debt Wall Street can't see is now on Wall Street's books https://www.financialmarkets.com/article/the-iran-deal-s-paragraph-5-just-broke-hormuz-traffic-in-half2026-07-30T01:13:04.044Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4852e16f-2539-42e6-a663-ca2b76da873f/image.png?t=1783685798The Iran Deal's Paragraph 5 Just Broke Hormuz Traffic in Half. https://www.financialmarkets.com/article/delta-before-the-bell-sk-hynix-rings-brent-s-best-week-since-may-iea-calls-a-demand-decline2026-07-30T01:13:04.543Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/45eb3817-8c1b-403b-a137-807265f07b86/image.png?t=1783685437Delta Before the Bell | SK Hynix Rings | Brent's Best Week Since May | IEA Calls a Demand Decline https://www.financialmarkets.com/article/trump-softened-on-iran-chips-led-the-rally-bitcoin-rebounded-nato-closed-ranks2026-07-30T01:13:05.204Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f9521b2b-189e-4ac4-aa64-ab5fb7b8db40/image.png?t=1783638424Trump Softened on Iran. Chips Led the Rally. Bitcoin Rebounded. NATO Closed Ranks. https://www.financialmarkets.com/article/chips-rebound-oil-cools-hike-odds-rise-the-new-normal-the-tape-is-pricing2026-07-30T01:13:05.746Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a55b5c9f-c3bc-497d-82b4-732992d49f88/image.png?t=1783632012Chips Rebound | Oil Cools | Hike Odds Rise | The New Normal the Tape Is Pricing https://www.financialmarkets.com/article/chips-are-back-salesforce-got-downgraded-the-equal-weight-index-just-beat-the-s-p2026-07-30T01:13:06.197Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1371405e-d5c0-44a8-86b3-03693ec35ce6/image.png?t=1783638489Chips Are Back | Salesforce Got Downgraded | The Equal-Weight Index Just Beat the S&P https://www.financialmarkets.com/article/pepsico-consumer-miss-qatar-pauses-lng-meta-enters-pricing-war2026-07-30T01:13:08.261Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1fa65281-e208-452a-95f1-b2cc65484d2e/image.png?t=1783631580PepsiCo Consumer Miss | Qatar Pauses LNG | Meta Enters Pricing War https://www.financialmarkets.com/article/chips-rally-sk-hynix-prices-big-great-rotation-confirmed2026-07-30T01:13:08.771Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8afbce3c-ace0-4344-85af-9fef550f9382/image.png?t=1783631253Chips Rally | SK Hynix Prices Big | Great Rotation Confirmed https://www.financialmarkets.com/article/pepsico-q2-north-america-demand-not-margins2026-07-09T18:05:47.103Zweekly0.7/articles/pepsico-q2-north-america-demand.jpgPepsiCo's Q2 Reframed the Debate Around Demand, Not Margins https://www.financialmarkets.com/article/fed-split-holds-iran-signals-talks-sk-hynix-soars-bitcoin-holds-above-62-7002026-07-30T01:13:09.312Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ed4ce7e5-3413-444f-a202-8ccf9899d723/image.png?t=1783690048Fed Split Holds. Iran Signals Talks. SK Hynix Soars. Bitcoin Holds Above $62,700. https://www.financialmarkets.com/article/ai-correction-deepens-spacex-bonds-slide-imf-caught-wrong-footed2026-07-30T01:13:09.777Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/81a41166-0ced-4306-9b6f-8502a74cc7b5/image.png?t=1783602994AI Correction Deepens |SpaceX Bonds Slide | IMF Caught Wrong-Footed https://www.financialmarkets.com/article/novo-nordisk-ozempic-a-486b-fall2026-07-09T13:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b9f247e1-608c-40b3-8665-321259a648df/image.pngNovo Nordisk | Ozempic | a $486B fall https://www.financialmarkets.com/article/iran-called-trump-sk-hynix-oversubscribed-chips-bouncing-pepsico-missed2026-07-30T01:13:10.343Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2e0260cb-a84a-4a36-99cd-e8382d022ed4/image.png?t=1783601772Iran Called Trump | SK Hynix Oversubscribed | Chips Bouncing | PepsiCo Missed https://www.financialmarkets.com/article/iran-calls-strikes-continue-chips-bounce-fed-split-holds-the-deal-the-market-cannot-trust2026-07-30T01:13:10.864Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ec2d86df-680d-4bda-851a-71d6cc070acc/image.png?t=1783601052Iran Calls, Strikes Continue | Chips Bounce | Fed Split Holds | The Deal the Market Cannot Trust https://www.financialmarkets.com/article/i-think-it-s-over-they-re-scum2026-07-09T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a92e0cbf-4d78-4270-9f49-36a4b95579e0/image.png"I think it's over. They're scum." https://www.financialmarkets.com/article/spacex-bonds-are-already-losing-money-two-weeks-in2026-07-30T01:13:11.348Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a1c6826d-a809-4db1-adfd-098a28847b7c/image.png?t=1783600582SpaceX Bonds Are Already Losing Money. Two Weeks In. https://www.financialmarkets.com/article/trump-doubts-a-deal-oil-holds-higher-meta-doubles-down-on-ai-the-fed-stayed-divided2026-07-30T01:13:11.867Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a09f4359-91e0-419c-b2bf-2f032b5a8e87/image.png?t=1783553531Trump Doubts a Deal. Oil Holds Higher. Meta Doubles Down on AI. The Fed Stayed Divided. https://www.financialmarkets.com/article/the-fed-is-tied-microsoft-worst-stretch-since-2000-wti-reversed-hard2026-07-30T01:13:12.322Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3d3f201e-093a-4e7d-9f42-4823c68228a5/image.png?t=1783552318The Fed Is Tied | Microsoft Worst Stretch Since 2000 | WTI Reversed Hard https://www.financialmarkets.com/article/dow-breaks-oil-becomes-the-input-minutes-split-the-strait-the-market-couldn-t-look-through2026-07-30T01:13:12.843Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8d3f5174-ed5a-453b-8ece-2a90abfadb3e/image.png?t=1783544259Dow Breaks | Oil Becomes the Input | Minutes Split | The Strait the Market Couldn’t Look Through https://www.financialmarkets.com/article/fed-family-fight-bofa-sees-3-hikes-ceasefire-over2026-07-30T01:13:13.377Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/78fba59b-a121-466b-bfa6-380314b09d12/image.png?t=1783543780Fed Family Fight | BofA Sees 3 Hikes | Ceasefire Over https://www.financialmarkets.com/article/fed-splits-on-rates-korea-bear-market-apple-s-30b-chip-deal-bezos-stops-self-funding2026-07-30T01:13:13.896Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b812f3ad-ba4b-4d84-a1ff-a5ae371feaca/image.png?t=1783543430Fed Splits on Rates | Korea Bear Market | Apple's $30B Chip Deal | Bezos Stops Self-Funding https://www.financialmarkets.com/article/trump-ends-the-ceasefire-oil-surges-fed-minutes-today-markets-reprice-risk2026-07-30T01:13:14.437Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bb98373f-a84e-42da-bc24-23f324d2a6ae/image.png?t=1783518425Trump Ends the Ceasefire. Oil Surges. Fed Minutes Today. Markets Reprice Risk. https://www.financialmarkets.com/article/ceasefire-ends-oil-surges-chips-crack2026-07-30T01:13:14.920Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6fcf25a3-674e-4291-afbc-59a26d5fc9d6/image.png?t=1783518125Ceasefire Ends | Oil Surges | Chips Crack https://www.financialmarkets.com/article/the-index-just-got-rewritten-you-paid-for-it2026-07-08T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b1a882f7-c873-4cd8-abe6-76d44dad5af3/image.pngThe index just got rewritten. You paid for it. https://www.financialmarkets.com/article/ceasefire-ends-oil-jumps-yields-rise-the-minutes-the-strait-just-repriced2026-07-30T01:13:15.417Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/98c50683-e7d2-45eb-979a-e547d31dc34b/image.png?t=1783514552Ceasefire Ends | Oil Jumps | Yields Rise | The Minutes the Strait Just Repriced https://www.financialmarkets.com/article/the-us-struck-iran-and-killed-the-oil-deal-the-60-day-peace-just-broke2026-07-30T01:13:16.012Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/58a26fa4-1865-4d1d-84fc-3fe1527747b3/image.png?t=1783514462The US Struck Iran and Killed the Oil Deal. The 60-Day Peace Just Broke. https://www.financialmarkets.com/article/the-war-nobody-wanted-to-reopen-just-did2026-07-08T12:45:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/2d6daf88-8cfe-46d3-b360-e4917531cb45/image.pngThe war nobody wanted to reopen just did https://www.financialmarkets.com/article/trump-declared-ceasefire-over-wti-above-74-fed-minutes-at-2pm2026-07-30T01:13:16.483Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6dbab9e0-772a-441c-a529-c85365516932/image.png?t=1783513099Trump Declared Ceasefire Over | WTI Above $74 | Fed Minutes at 2pm https://www.financialmarkets.com/article/ai-finally-blinked-hormuz-escalated-etf-buyers-returned-the-rulebook-is-coming2026-07-30T01:13:17.310Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/926f2026-0634-463f-90e7-479163869399/image.png?t=1783465642AI Finally Blinked. Hormuz Escalated. ETF Buyers Returned. The Rulebook Is Coming. https://www.financialmarkets.com/article/spacex-held-entry-samsung-saved-memory-trade-openai-hidden-cost2026-07-30T01:13:17.806Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8f6cfe3d-8f1d-4858-8888-9c2e6529421c/image.png?t=1783464927SpaceX Held Entry | Samsung Saved Memory Trade | OpenAI Hidden Cost https://www.financialmarkets.com/article/chips-break-hormuz-goes-severe-spacex-stumbles-the-bar-the-tape-wouldn-t-clear2026-07-30T01:13:18.470Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8fe7101e-caad-4d6f-a93e-7e3fc4bffc2d/image.png?t=1783457369Chips Break | Hormuz Goes Severe | SpaceX Stumbles | The Bar the Tape Wouldn’t Clear https://www.financialmarkets.com/article/amazon-raised-25-billion-trade-deficit-record-deepseek-chips2026-07-30T01:13:18.966Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/95fd12ff-ff65-4e2d-9c0e-a8acf94ffd0c/image.png?t=1783456943Amazon Raised $25 Billion | Trade Deficit Record | DeepSeek Chips https://www.financialmarkets.com/article/the-big-tech-test-micron-s-long-term-bet-amazon-raises-25b2026-07-30T01:13:19.453Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/355c80e1-5083-44e8-9edf-12a74b262da7/image.png?t=1783456161The Big Tech Test | Micron's Long-Term Bet | Amazon Raises $25B https://www.financialmarkets.com/article/iran-hit-ships-near-hormuz-samsung-missed-the-whisper-bitcoin-reclaimed-63-000-spacex-enters-the-nas2026-07-30T01:13:19.943Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/636b6257-48b6-4de2-83e0-e0f0d5b07fa6/image.png?t=1783431966Iran Hit Ships Near Hormuz. Samsung Missed the Whisper. Bitcoin Reclaimed $63,000. SpaceX Enters the Nasdaq 100. https://www.financialmarkets.com/article/walmart-cuts-prices-vertex-spends-10b-rare-earth-worries-grow2026-07-30T01:13:20.417Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/739a1a77-6ab9-485f-b19e-00359034868e/image.png?t=1783431640Walmart cuts prices | Vertex spends $10B | Rare earth worries grow https://www.financialmarkets.com/article/hormuz-hit-again-samsung-beats-but-falls-chips-sell-globally-the-bar-the-memory-trade-couldn-t-clear2026-07-30T01:13:20.905Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6ed551ef-b521-4dd3-91cd-93297c777fd6/image.png?t=1783431320Hormuz Hit Again | Samsung Beats but Falls | Chips Sell Globally | The Bar the Memory Trade Couldn't Clear https://www.financialmarkets.com/article/amazon-is-paying-its-biggest-rival-to-catch-up2026-07-07T13:04:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b655955c-c755-4d56-b2bf-9693e13c9752/image.pngAmazon is paying its biggest rival to catch up https://www.financialmarkets.com/article/spacex-joins-nasdaq-samsung-reports-fed-minutes-waller-flags-risk-flip2026-07-30T01:13:23.142Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/01ceb382-7deb-4b1b-9a76-0a7c2838e1d0/image.png?t=1783426285SpaceX Joins Nasdaq | Samsung Reports | Fed Minutes | Waller Flags Risk Flip https://www.financialmarkets.com/article/samsung-profit-surged-19-fold-the-stock-fell-anyway2026-07-30T01:13:23.700Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/71673608-a1a4-4525-848a-91b4f5fb360a/image.png?t=1783425011Samsung Profit Surged 19-Fold. The Stock Fell Anyway. https://www.financialmarkets.com/article/bitcoin-reclaims-62-000-dow-tops-53-000-strategy-s-math-breaks-oil-finds-a-new-ceiling2026-07-30T01:13:24.877Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/899ce8e4-9cdd-4adb-99ca-1e3f72dc28a8/image.png?t=1783381086Bitcoin Reclaims $62,000. Dow Tops 53,000. Strategy's Math Breaks. Oil Finds a New Ceiling. https://www.financialmarkets.com/article/nasdaq-reloads-world-cup-volume-surges-spacex-joins-the-nasdaq-100-the-risk-on-tape-that-still-needs2026-07-30T01:13:25.407Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e960bcc-111b-4f47-858c-1f6c4c2e223d/image.png?t=1783380794Nasdaq Reloads | World Cup Volume Surges | SpaceX Joins the Nasdaq-100 | The Risk-On Tape That Still Needs Minutes https://www.financialmarkets.com/article/anthropic-data-center-opec-turned-crisis-into-glut-microsoft-cut-jobs2026-07-30T01:13:25.907Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/da1ac86a-21cf-4cf2-88e6-6a14891ab055/image.png?t=1783380517Anthropic Data Center | OPEC+ Turned Crisis Into Glut | Microsoft Cut Jobs https://www.financialmarkets.com/article/saudi-oil-price-war-microsoft-cuts-kentucky-lease2026-07-30T01:13:26.407Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d89c0507-415a-4792-ba8e-1ea10fca39dd/image.png?t=1783373033Saudi Oil Price War | Microsoft Cuts | Kentucky Lease https://www.financialmarkets.com/article/spacex-joins-nasdaq-ai-pricing-pressure-grows-samsung-up-next2026-07-30T01:13:26.920Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/101416ef-bea6-46a7-98bf-c7170b6bd4ad/image.png?t=1783372669SpaceX Joins Nasdaq | AI Pricing Pressure Grows | Samsung Up Next https://www.financialmarkets.com/article/jobs-slowed-bitcoin-reclaimed-62-700-oil-lost-the-war-premium-spacex-enters-the-nasdaq-1002026-07-30T01:13:27.402Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ecf510eb-80bc-4e65-82cf-c1711329afaf/image.png?t=1783342810Jobs Slowed. Bitcoin Reclaimed $62,700. Oil Lost the War Premium. SpaceX Enters the Nasdaq 100. https://www.financialmarkets.com/article/ai-fatigue-grows-sk-hynix-tests-the-chip-trade-fomc-ahead2026-07-30T01:13:27.930Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d89dbf63-e170-453d-8a53-60be36049964/image.png?t=1783342425AI Fatigue Grows | SK Hynix Tests the Chip Trade | FOMC Ahead https://www.financialmarkets.com/article/payrolls-miss-dow-sets-a-record-chips-fall-together-dollar-steadies-near-a-low-the-print-that-tests2026-07-30T01:13:28.604Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fe15aeae-f08a-4560-86f7-acaedd19ef85/image.png?t=1783341701Payrolls Miss, Dow Sets a Record | Chips Fall Together | Dollar Steadies Near a Low | The Print That Tests the Cooling Story https://www.financialmarkets.com/article/unemployment-fell-that-s-the-bad-news2026-07-06T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/f8d679f8-83bf-4d6a-914c-ece1c3f7bdce/image.pngUnemployment fell. That's the bad news. https://www.financialmarkets.com/article/the-ai-trade-just-found-its-receipt2026-07-06T12:50:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/1ffe8e23-3335-4aef-afab-fc1ce86c8cbe/image.pngThe AI trade just found its receipt https://www.financialmarkets.com/article/sk-hynix-launches-29-billion-us-listing-today-the-ai-ipo-buyer-pool-gets-its-first-real-test2026-07-30T01:13:29.134Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/928e12af-3c7b-4c8b-8fbb-3fd577cffc00/image.png?t=1783340849SK Hynix Launches $29 Billion US Listing Today. The AI IPO Buyer Pool Gets Its First Real Test. https://www.financialmarkets.com/article/chips-reopen-bruised-meta-s-excess-capacity-anthropic-s-trillion-warsh-minutes-wednesday2026-07-30T01:13:29.662Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ff46165b-5ee1-43ce-985b-e900e0544644/image.png?t=1783340426Chips Reopen Bruised | Meta's Excess Capacity | Anthropic's Trillion | Warsh Minutes Wednesday https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-c1332026-07-30T01:13:30.115Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80eb1b2a-cd93-4a52-998a-1b412b65a880/image.png?t=1783100274Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-the-rally-meets-its-receipts2026-07-30T01:13:30.628Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80be73cd-c12d-4857-bf5d-1ff57139386e/image.png?t=1783107714The Week the Rally Meets Its Receipts https://www.financialmarkets.com/article/the-week-the-fed-gets-the-receipts2026-07-30T01:13:31.166Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80ef1cf0-41b3-491f-a7fd-8a41a8c067b3/image.jpeg?t=1783105732The Week the Fed Gets the Receipts https://www.financialmarkets.com/article/fomc-minutes-wednesday-jolts-tuesday-four-earnings-reports-test-the-consumer2026-07-30T01:13:32.177Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ed8bc672-ee98-4304-a1ac-d42a95381db0/image.png?t=1783097958FOMC Minutes Wednesday | JOLTS Tuesday | Four Earnings Reports Test the Consumer https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-b3fb2026-07-30T01:13:31.669Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d761286f-bb06-4948-8350-7484be396768/image.png?t=1783095200TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/financial-market-news-saturday-review-69ba2026-07-30T01:13:32.664Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3afbef19-f865-4eea-bef6-179bd597fec0/image.png?t=1783099912Financial Market News | Saturday Review https://www.financialmarkets.com/article/the-week-ai-changed-shape2026-07-30T01:13:33.776Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2a7cbdde-fc54-48b7-9dbe-4a2e0364ae51/image.png?t=1783107404The Week AI Changed Shape https://www.financialmarkets.com/article/weekly-market-signals-89542026-07-30T01:13:33.297Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/66b87918-e761-4044-8cb8-5e2e72c9311e/image.png?t=1783105321Weekly Market Signals https://www.financialmarkets.com/article/traders-quants-saturday-recap-af8a2026-07-30T01:13:34.334Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e9bda371-1994-4ad4-847f-29301aaf289a/image.png?t=1783094879TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/the-week-seven-walls-named-themselves2026-07-30T01:13:35.236Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3f0b5afc-e12a-4df0-95be-58efc9827198/image.png?t=1783097346The Week Seven Walls Named Themselves https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-30T01:13:36.169Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/99a46d6e-c535-47b2-a473-22feba886800/image.png?t=1783086537The First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-03T13:55:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/9550127d-a217-415c-bce0-9bd3189758ec/image.pngThe First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-30T01:13:36.822Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4898d27c-35e8-4b57-9d05-012f47f4e8cd/image.png?t=1783085573The First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-30T01:13:37.301Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c7b4b29f-0ece-4e3c-a0f7-299a7239c0b3/image.png?t=1783085231The First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-30T01:13:39.695Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6a1c5928-76c6-46ca-bbc0-614f2b6c8a6b/image.png?t=1783079432The First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-30T01:13:40.316Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cb664d22-7964-443b-a92f-df8bd0e616ff/image.png?t=1783078514The First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/the-first-six-months-repriced-almost-everything2026-07-03T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/6e479914-f6e1-43c0-957c-daefe64fe5df/image.pngThe First Six Months Repriced Almost Everything. https://www.financialmarkets.com/article/250-years-of-building-the-american-market-is-what-we-made-of-it2026-07-30T01:13:41.093Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3bc70855-00c2-410b-9c9b-deb804698fff/image.png?t=1783029737250 Years of Building. The American Market Is What We Made of It. https://www.financialmarkets.com/article/250-years-of-building-the-american-market-is-what-we-made-of-it2026-07-30T01:13:41.611Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d2d760a9-652e-481f-be10-5ed2aefe0e31/image.png?t=1783029393250 Years of Building. The American Market Is What We Made of It. https://www.financialmarkets.com/article/250-years-of-building-the-american-market-is-what-we-made-of-it2026-07-30T01:13:42.227Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b1197b73-846f-48a0-9d58-0da74849fcd4/image.png?t=1783027278250 Years of Building. The American Market Is What We Made of It. https://www.financialmarkets.com/article/250-years-of-building-the-american-market-is-what-we-made-of-it2026-07-30T01:13:42.969Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4dd6604b-be5a-4b11-b32f-8f2167198f7b/image.png?t=1783025052250 Years of Building. The American Market Is What We Made of It. https://www.financialmarkets.com/article/250-years-of-building-the-american-market-is-what-we-made-of-it2026-07-30T01:13:43.571Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e15fb403-475c-49fa-a1f5-b54b4da2c0d9/image.png?t=1783024411250 Years of Building. The American Market Is What We Made of It. https://www.financialmarkets.com/article/payrolls-cracked-warsh-softened-bitcoin-reclaimed-60k-kospi-crashed2026-07-30T01:13:44.119Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a330b01e-bab2-4970-94c5-7340967bb876/image.png?t=1782999778Payrolls Cracked. Warsh Softened. Bitcoin Reclaimed $60K. Kospi Crashed. https://www.financialmarkets.com/article/jobs-landed-global-chip-rout-deepened-ai-fears-grew2026-07-30T01:13:44.656Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/83662388-153f-4034-aa46-19c68c98ed26/image.png?t=1782999442Jobs Landed | Global Chip Rout Deepened | AI Fears Grew https://www.financialmarkets.com/article/meta-just-became-a-cloud-company-it-didn-t-attack-aws2026-07-02T13:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/3557399c-ef4c-4ff5-9fce-04949784638d/image.pngMeta just became a cloud company. It didn't attack AWS. https://www.financialmarkets.com/article/zuck-picked-the-wallet-up-off-the-table2026-07-02T12:55:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/b5c25981-8e0d-4b95-82c8-3c9d257985c3/image.pngZuck picked the wallet up off the table https://www.financialmarkets.com/article/jobs-report-lands-early-yields-back-up-oil-holds-under-70-the-number-the-fed-won-t-let-settle-it2026-07-30T01:13:45.279Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5171398a-4146-47a5-9a0b-1d2279f81a2f/image.png?t=1782991575Jobs Report Lands Early | Yields Back Up | Oil Holds Under $70 | The Number the Fed Won't Let Settle It https://www.financialmarkets.com/article/stress-test-your-pre-ipo-ai-bets-before-the-standards-land2026-07-30T01:13:45.865Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/89074281-c473-43a8-9bd0-be5387ff8719/image.png?t=1782991136Stress-Test Your Pre-IPO AI Bets Before the Standards Land https://www.financialmarkets.com/article/kioxia-breaks-ten-iran-talks-warm-again-payrolls-into-a-closed-friday-cook-courts-a-blacklist2026-07-30T01:13:46.402Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ad90087a-7818-45c4-a17e-8a1c6882a4e0/image.png?t=1782990741Kioxia Breaks Ten | Iran Talks Warm Again | Payrolls Into a Closed Friday | Cook Courts a Blacklist https://www.financialmarkets.com/article/warsh-stayed-hawkish-meta-found-an-ai-business-adp-missed-again2026-07-30T01:13:46.936Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/60f8df78-4e73-4bde-9c8b-4d336e00ed26/image.png?t=1782947485Warsh Stayed Hawkish. Meta Found an AI Business. ADP Missed Again. https://www.financialmarkets.com/article/ai-vs-rate-hikes-meta-reshapes-cloud-jobs-take-center-stage2026-07-30T01:13:47.637Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0378ce41-d1eb-42ee-8659-c074d1b69d6f/image.png?t=1782947454AI vs Rate Hikes | Meta Reshapes Cloud | Jobs Take Center Stage https://www.financialmarkets.com/article/warsh-holds-the-line-oil-falls-below-69-meta-turns-capex-into-cloud-the-peak-the-fed-won-t-bless2026-07-30T01:13:48.137Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e8a4664f-351d-499a-b209-49484def36c9/image.png?t=1782938717Warsh Holds the Line | Oil Falls Below $69 | Meta Turns Capex Into Cloud | The Peak the Fed Won’t Bless https://www.financialmarkets.com/article/warsh-speaks-meta-enters-compute-usmca-unravels2026-07-30T01:13:48.800Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4610d952-d498-4750-a6f4-2ba1ab7140ed/image.png?t=1782938272Warsh Speaks | Meta Enters Compute | USMCA Unravels https://www.financialmarkets.com/article/warsh-dodged-july-meta-hit-cloud-rivals-payrolls-up-next2026-07-30T01:13:49.589Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6393deda-0b9e-4da0-ac1f-3fbf179a655c/image.png?t=1782938047Warsh Dodged July | Meta Hit Cloud Rivals | Payrolls Up Next https://www.financialmarkets.com/article/warsh-takes-the-stage-adp-misses-ai-rules-change-etf-boom-continues2026-07-30T01:13:51.013Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/612bfe5f-f7cd-4f30-9e63-a77f702718ca/image.png?t=1782911410Warsh Takes the Stage | ADP Misses | AI Rules Change | ETF Boom Continues https://www.financialmarkets.com/article/q2-closed-at-records-strategy-overhauled-its-bitcoin-playbook-warsh-speaks-in-sintra-today2026-07-30T01:13:53.062Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f5c4d047-32eb-46fe-9290-4537e7fcdd00/image.png?t=1782909401Q2 Closed at Records. Strategy Overhauled Its Bitcoin Playbook. Warsh Speaks in Sintra Today. https://www.financialmarkets.com/article/q2-closes-at-records-warsh-opens-sintra-nike-beats-slips-the-tone-the-data-can-t-set2026-07-30T01:13:54.257Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d0ce3043-46f4-4e1c-872c-c093a4354b9d/image.png?t=1782908579Q2 Closes at Records | Warsh Opens Sintra | Nike Beats, Slips | The Tone the Data Can't Set https://www.financialmarkets.com/article/nike-s-blowout-quarter-wasn-t-nike-s2026-07-30T01:13:55.090Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9290b0b6-9881-4f06-90d0-9911482db5f4/image.png?t=1782908863Nike's blowout quarter wasn't Nike's https://www.financialmarkets.com/article/stress-test-any-position-tied-to-an-ai-lab2026-07-30T01:13:55.961Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e2b4cba-2996-4a4b-8967-490780fd564f/image.png?t=1782908153Stress-Test Any Position Tied to an AI Lab https://www.financialmarkets.com/article/nike-says-the-quiet-part-the-market-isn-t-listening-yet2026-07-01T12:30:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/77892eb9-0981-49f5-9baf-16a49ba325d2/image.pngNike says the quiet part. The market isn't listening yet. https://www.financialmarkets.com/article/warsh-at-sintra-nike-s-tariff-beat-burry-shorts-the-rally-q3-opens-without-a-net2026-07-30T01:13:56.850Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fed2b005-9978-425a-abcc-983d5d65b6a1/image.png?t=1782907868Warsh at Sintra | Nike's Tariff Beat | Burry Shorts the Rally | Q3 Opens Without a Net https://www.financialmarkets.com/article/constellation-brands-q1-relief-but-not-yet-recovery2026-07-01T10:15:00.000Zweekly0.7/articles/constellation-brands-q1-fy2027.jpgConstellation Brands Q1: Relief, But Not Yet Recovery https://www.financialmarkets.com/article/nikes-q4-reframed-the-turnaround-debate2026-07-01T10:00:00.000Zweekly0.7/articles/nike-q4-turnaround-debate.jpgNike's Q4 Reframed the Turnaround Debate https://www.financialmarkets.com/article/nasdaq-closed-its-best-quarter-since-2020-doha-talks-stalled-jolts-stayed-hot2026-07-30T01:13:57.673Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fe36e595-e148-49d8-8c1d-aabcec1e33f9/image.png?t=1782863276Nasdaq Closed Its Best Quarter Since 2020. Doha Talks Stalled. JOLTS Stayed Hot. https://www.financialmarkets.com/article/the-quarter-that-defied-everything-gold-sinks-banks-lose-favor2026-07-30T01:13:58.470Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/243e4e0c-27e9-435e-903a-744ad3ec2dba/image.png?t=1782860131The Quarter That Defied Everything | Gold Sinks | Banks Lose Favor https://www.financialmarkets.com/article/nasdaq-closes-strong-kalshi-hit-in-michigan-prediction-volume-breaks-record-the-signal-layer-gets-po2026-07-30T01:14:02.464Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/08ed94f6-0c23-4411-8204-fc3c41408d2e/image.png?t=1782859835Nasdaq Closes Strong | Kalshi Hit in Michigan | Prediction Volume Breaks Record | The Signal Layer Gets Policed https://www.financialmarkets.com/article/microsoft-ireland-hub-hormuz-at-24-ships-drone-surge2026-07-30T01:14:03.448Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/736b28cb-0c4e-4910-9ccb-ba0a03a18319/image.png?t=1782854452Microsoft Ireland Hub | Hormuz at 24 Ships | Drone Surge https://www.financialmarkets.com/article/jolts-beat-retail-goes-all-in-sec-targets-etfs-ai-chip-startup-emerges2026-07-30T01:14:04.200Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c00d48ab-ed8d-4f61-9e4b-48e4b69922d8/image.png?t=1782853711JOLTS Beat | Retail Goes All-In | SEC Targets ETFs | AI Chip Startup Emerges https://www.financialmarkets.com/article/iran-stood-down-bitcoin-closed-its-worst-half-since-2022-strategy-changed-the-playbook2026-07-30T01:14:04.906Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6fe19bc9-ad67-457b-b535-3da7ffb4aead/image.png?t=1782825535Iran Stood Down. Bitcoin Closed Its Worst Half Since 2022. Strategy Changed the Playbook. https://www.financialmarkets.com/article/best-quarter-since-2020-jpm-s-10b-ai-fund-media-shake-up-defense-splits2026-07-30T01:14:05.801Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/de408d16-492f-4e20-a356-06e0d24f80da/image.png?t=1782825174Best Quarter Since 2020 | JPM's $10B AI Fund | Media Shake-Up | Defense Splits https://www.financialmarkets.com/article/dow-clears-52-000-cook-stays-at-the-fed-doha-talks-open-the-four-print-window-payrolls-walks-into2026-07-30T01:14:06.765Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/433f1581-df88-47ac-a53f-14e76bdfe3de/image.png?t=1782825072Dow Clears 52,000 | Cook Stays at the Fed | Doha Talks Open | The Four-Print Window Payrolls Walks Into https://www.financialmarkets.com/article/securitize-the-first-tokenisation-company-going-public-on-nyse2026-07-30T01:14:07.467Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/105aa364-bce5-455e-b1ac-bb9d928c8f1e/image.png?t=1782820705Securitize: The first tokenisation company going public on NYSE https://www.financialmarkets.com/article/jpmorgan-just-put-10-billion-of-its-own-capital-into-defense-the-merchant-bank-returned2026-07-30T01:14:08.146Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/62a6ec58-88ca-4ea9-b543-6c0c34c96815/image.png?t=1782820339JPMorgan Just Put $10 Billion of Its Own Capital Into Defense. The Merchant Bank Returned. https://www.financialmarkets.com/article/the-dow-crosses-52-000-now-what2026-06-30T12:00:00.000Zweekly0.7https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/a30fad9c-8ea0-4922-91e6-b77d340b2689/image.pngThe Dow crosses 52,000. Now what? https://www.financialmarkets.com/article/the-half-ends-today-lagarde-drops-the-insurance-frame-jolts-previews-thursday-nike-closes-the-quarte2026-07-30T01:14:08.889Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/adbde3dd-ae83-44c3-a8cf-ebb8272f8b57/image.png?t=1782819727The Half Ends Today | Lagarde Drops the Insurance Frame | JOLTS Previews Thursday | Nike Closes the Quarter https://www.financialmarkets.com/article/stocks-bounced-comcast-split-spacex-recovered-doha-talks-begin-tuesday2026-07-30T01:14:09.684Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e5999da-b931-4dc7-b16e-a3b18eb09113/image.png?t=1782775934Stocks Bounced. Comcast Split. SpaceX Recovered. Doha Talks Begin Tuesday. https://www.financialmarkets.com/article/comcast-is-splitting-trump-blocked-from-firing-a-fed-rocket-lab-satellite-fleet2026-07-30T01:14:10.450Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4a442176-c862-4c0d-a133-8301216d901b/image.png?t=1782775488Comcast Is Splitting | Trump Blocked From Firing a Fed | Rocket Lab Satellite Fleet https://www.financialmarkets.com/article/nasdaq-rebounds-oil-bounces-prediction-markets-spread-the-standdown-the-path-wouldn-t-follow2026-07-30T01:14:11.239Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/02d84623-bb20-4f61-a07b-55e0222ed16f/image.png?t=1782765894Nasdaq Rebounds | Oil Bounces | Prediction Markets Spread | The Standdown the Path Wouldn’t Follow https://www.financialmarkets.com/article/scotus-saves-fed-comcast-splits-yen-40-year-low2026-07-30T01:14:11.932Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0148e51c-ed44-4f61-9ed7-99a05112b335/image.png?t=1782765582SCOTUS Saves Fed | Comcast Splits | Yen 40-Year Low https://www.financialmarkets.com/article/fed-protected-rocket-lab-buys-iridium-ai-needs-concrete2026-07-30T01:14:12.613Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bed436cf-ce1c-4d8a-8cdd-14ec09aca212/image.png?t=1782765245Fed Protected | Rocket Lab Buys Iridium | AI Needs Concrete https://www.financialmarkets.com/article/doha-talks-china-ai-leap-korea-s-1-3t-bet-bis-warns2026-07-30T01:14:13.315Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f4c74f81-8d29-4f57-99a6-d4c901f69e24/image.png?t=1782737906Doha Talks | China AI Leap | Korea's $1.3T Bet | BIS Warns https://www.financialmarkets.com/article/iran-struck-again-doha-talks-tuesday-bitcoin-holds-60-000-quarter-ends2026-07-30T01:14:14.138Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/581b758d-3802-405b-a98b-1ca12422a2ff/image.png?t=1782737105Iran Struck Again. Doha Talks Tuesday. Bitcoin Holds $60,000. Quarter Ends. https://www.financialmarkets.com/article/iran-stands-down-comcast-splits-payrolls-land-thursday-the-hike-the-headline-couldn-t-cool2026-07-30T01:14:14.827Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f3121ec8-ac39-4ec0-8fa9-e272636cb107/image.png?t=1782737515Iran Stands Down | Comcast Splits | Payrolls Land Thursday | The Hike the Headline Couldn't Cool https://www.financialmarkets.com/article/the-government-just-bought-every-american-baby-a-stock-portfolio2026-07-30T01:14:15.601Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e8441c3-43e5-4a4b-a9ba-1fb856837b07/image.png?t=1782736656The government just bought every American baby a stock portfolio https://www.financialmarkets.com/article/the-ceasefire-had-the-worst-weekend-of-its-life2026-07-30T01:14:16.994Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bffbe3ff-e0ab-4625-a65b-e2bd42fbce67/image.png?t=1782736138The ceasefire had the worst weekend of its life https://www.financialmarkets.com/article/the-memory-crunch-just-bifurcated-the-electronics-industry-only-five-buyers-have-memory2026-07-30T01:14:17.738Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/445d0ce2-f3f4-46d9-882d-6dabd5211adf/image.png?t=1782735641The Memory Crunch Just Bifurcated the Electronics Industry. Only Five Buyers Have Memory. https://www.financialmarkets.com/article/korea-s-1-3t-memory-bet-dow-tilts-to-ai-today-hormuz-cycle-pauses-again-the-receipt-goes-global2026-07-30T01:14:18.466Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b6b10272-ea79-42dc-92a8-8b8a7508c8bb/image.png?t=1782735357Korea's $1.3T Memory Bet | Dow Tilts to AI Today | Hormuz Cycle Pauses Again | The Receipt Goes Global https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-cdb92026-07-30T01:14:19.135Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/55e91c5e-9c3d-47f8-b6ce-89ca478271d7/image.png?t=1782604543Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-memory-meets-macro2026-07-30T01:14:19.804Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/15e0c744-184b-4c1d-97fa-027bd3407aa0/image.png?t=1782605124The Week Memory Meets Macro https://www.financialmarkets.com/article/thursday-decides-who-pays-the-bill2026-07-30T01:14:20.460Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/57a5fa98-1cb9-4867-93cd-9d98bc888035/image.png?t=1782605579Thursday Decides Who Pays the Bill. https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-d6622026-07-30T01:14:21.225Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8f89e698-a0f3-48dc-9723-2edf598b8ffc/image.png?t=1782603648TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-first-data-that-challenges-the-six-walls2026-07-30T01:14:23.486Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae0b60aa-7aee-4205-b72a-10109b2bc9bc/image.png?t=1782604151The First Data That Challenges the Six Walls. https://www.financialmarkets.com/article/the-week-memory-became-the-new-oil2026-07-30T01:14:24.194Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f02c50b4-53a9-451e-b3ef-170e3f9ce5a0/image.png?t=1782533095The Week Memory Became the New Oil https://www.financialmarkets.com/article/financial-market-news-saturday-review-a7362026-07-30T01:14:25.033Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/89b9daa3-1145-4f6c-aed4-e57ce950b5c7/image.png?t=1782532581Financial Market News | Saturday Review https://www.financialmarkets.com/article/weekly-market-signals-538c2026-07-30T01:14:25.825Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/581f5137-cdd6-4062-b5cc-fc163519f3a5/image.png?t=1782533412Weekly Market Signals https://www.financialmarkets.com/article/the-week-the-ai-ipo-window-hit-six-walls2026-07-30T01:14:26.559Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5b490777-7170-4952-a80a-2ee97de8af23/image.png?t=1782532057The Week the AI IPO Window Hit Six Walls. https://www.financialmarkets.com/article/traders-quants-saturday-recap-71d42026-07-30T01:14:27.279Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fa9815a2-80f1-4b08-8aba-50c81e42382a/image.png?t=1782510112TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/ceasefire-cracked-ai-lost-another-week-oil-stayed-below-72-bitcoin-lost-its-etf-bid2026-07-30T01:14:28.220Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dbc3ec7b-eb5d-4db3-8f88-dd32438e9f70/image.png?t=1782514227Ceasefire Cracked. AI Lost Another Week. Oil Stayed Below $72. Bitcoin Lost Its ETF Bid. https://www.financialmarkets.com/article/openai-delay-software-had-its-best-day-in-months-kashkari-wants-a-hike2026-07-30T01:14:28.956Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/745abb35-b481-46ff-823d-031bc39caeec/image.png?t=1782512931OpenAI Delay | Software Had Its Best Day in Months | Kashkari Wants a Hike https://www.financialmarkets.com/article/nasdaq-ends-weak-hormuz-hit-again-polymarket-tops-1b-the-cost-trade-that-would-not-clear2026-07-30T01:14:29.857Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e597f4e7-1538-4778-b126-8bce16e16ecd/image.png?t=1782508643Nasdaq Ends Weak | Hormuz Hit Again | Polymarket Tops $1B | The Cost Trade That Would Not Clear https://www.financialmarkets.com/article/pm-slate-the-ipo-that-broke-the-queue2026-07-30T01:14:30.532Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7b91a3ea-8e01-4464-b5cd-8ec673ef5ba8/image.png?t=1782502720PM Slate: The IPO that broke the queue https://www.financialmarkets.com/article/memory-workarounds-saudi-restart-polymarket-scale2026-07-30T01:14:31.252Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/44e61826-7052-4c4b-9c66-425eccf1a7a8/image.png?t=1782508307Memory Workarounds | Saudi Restart | Polymarket Scale https://www.financialmarkets.com/article/warsh-gets-cover-microsoft-crashes-saudi-oil-returns-hormuz-fees2026-07-30T01:14:31.989Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/56479e3c-e05f-4d3a-9d48-394c56ba9bc4/image.png?t=1782507088Warsh Gets Cover | Microsoft Crashes | Saudi Oil Returns | Hormuz Fees https://www.financialmarkets.com/article/the-world-s-most-anticipated-ipo-just-blinked2026-07-30T01:14:32.729Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b0db68ea-f0cc-4225-ba71-fe22de801b71/image.png?t=1782502368The world's most anticipated IPO just blinked https://www.financialmarkets.com/article/apple-raised-prices-asia-fell-oil-near-74-bitcoin-faces-10-billion-options-expiry2026-07-30T01:14:33.205Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1f3a7d27-b7b4-4fb9-963f-d135a86960dd/image.png?t=1782479422Apple Raised Prices. Asia Fell. Oil Near $74. Bitcoin Faces $10 Billion Options Expiry. https://www.financialmarkets.com/article/asia-sells-off-openai-slows-hormuz-hit-opec-cracks2026-07-30T01:14:33.975Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/55f5f185-436e-453f-b4b6-64e0fd39b5fd/image.png?t=1782479307Asia Sells Off | OpenAI Slows | Hormuz Hit | OPEC Cracks https://www.financialmarkets.com/article/the-world-s-most-famous-shoe-brand-might-be-losing-the-one-race-that-matters2026-07-30T01:14:34.746Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/91c630fc-b2dd-4dea-a512-6c65a12848c5/image.png?t=1782478871The world's most famous shoe brand might be losing the one race that matters https://www.financialmarkets.com/article/dow-touches-record-nasdaq-breaks-streak-apple-pays-the-bill-the-trade-capital-just-rotated-out-of2026-07-30T01:14:35.465Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6f3f807f-b85a-439a-8dd4-ad21302e67b9/image.png?t=1782478476Dow Touches Record | Nasdaq Breaks Streak | Apple Pays the Bill | The Trade Capital Just Rotated Out Of https://www.financialmarkets.com/article/openai-just-confirmed-the-1-trillion-valuation-doesn-t-clear-in-2026-the-ipo-window-just-moved-to-202026-07-30T01:14:36.200Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d56d606f-6791-4dbc-9b7c-d6bd19dbd88f/image.png?t=1782477708OpenAI Just Confirmed the $1 Trillion Valuation Doesn't Clear in 2026. The IPO Window Just Moved to 2027. https://www.financialmarkets.com/article/the-dow-is-winning-the-week-caterpillar-wrote-the-script2026-07-30T01:14:36.857Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/35f02237-05e1-49c8-b7c3-3e2b06d05c28/image.png?t=1782478097The Dow is winning the week. Caterpillar wrote the script. https://www.financialmarkets.com/article/nasdaq-breaks-the-streak-asia-sold-memory-through-micron-alphabet-joins-the-dow-monday-the-rotation2026-07-30T01:14:37.552Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eecbe502-44fb-40e8-8cdd-b230f77a7a71/image.png?t=1782477437Nasdaq Breaks the Streak | Asia Sold Memory Through Micron | Alphabet Joins the Dow Monday | The Rotation Has a Composition Problem https://www.financialmarkets.com/article/micron-passed-meta-oil-rebounded-bitcoin-hit-a-21-month-low2026-07-30T01:14:38.179Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/962964cc-87b4-40f4-9a8a-87823f1f9942/image.png?t=1782429477Micron Passed Meta. Oil Rebounded. Bitcoin Hit a 21-Month Low. https://www.financialmarkets.com/article/micron-clears-pce-runs-hot-apple-passes-the-cost-the-print-that-kept-warsh-tight2026-07-30T01:14:39.635Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5db6f2f1-fa58-4177-a7fe-60e235ea5b7f/image.png?t=1782429129Micron Clears | PCE Runs Hot | Apple Passes the Cost | The Print That Kept Warsh Tight https://www.financialmarkets.com/article/apple-raising-prices-pce-hit-a-three-year-high-iran-shot-a-ship2026-07-30T01:14:38.856Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3825412b-b064-4d45-b211-9483be5a4c03/image.png?t=1782429144Apple Raising Prices | PCE Hit a Three-Year High | Iran Shot a Ship https://www.financialmarkets.com/article/pm-slate-the-market-read-the-inflation-number-and-shrugged2026-07-30T01:14:40.276Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0110c2f5-8a49-4540-86e5-e85afd90238d/image.png?t=1782425262PM Slate: The market read the inflation number and shrugged https://www.financialmarkets.com/article/you-re-paying-for-ai-you-just-didn-t-know-it-yet2026-07-30T01:14:40.902Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9d62b97f-88da-4b09-bd4c-4c85b8132bb3/image.png?t=1782424183You're paying for AI. You just didn't know it yet. https://www.financialmarkets.com/article/apple-prices-up-pce-3-4-dimon-s-clock2026-07-30T01:14:43.237Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/feef3f63-4667-4d16-8e2d-9fb9a84354d6/image.png?t=1782423423Apple Prices Up | PCE 3.4% | Dimon's Clock https://www.financialmarkets.com/article/pce-holds-apple-hikes-prices-jpm-succession-ai-safety-bill2026-07-30T01:14:44.726Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cb4df407-e54b-453b-b695-5b92f70758c4/image.png?t=1782423765PCE Holds | Apple Hikes Prices | JPM Succession | AI Safety Bill https://www.financialmarkets.com/article/micron-crushed-estimates-oil-erased-its-wartime-gains-bitcoin-touched-a-20-month-low-pce-rose-3-42026-07-30T01:14:45.413Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/86e3d848-b176-4f5e-9f40-64f1d499832d/image.png?t=1782394891Micron Crushed Estimates. Oil Erased Its Wartime Gains. Bitcoin Touched a 20-Month Low. PCE rose 3.4%. https://www.financialmarkets.com/article/micron-surges-higher-ai-inflation-grows-qualcomm-expands-sec-probes2026-07-30T01:14:46.094Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f4b8cec-5e9d-44a6-9085-b1945a18356b/image.png?t=1782391255Micron Surges Higher | AI Inflation Grows | Qualcomm Expands | SEC Probes https://www.financialmarkets.com/article/fedex-beat-the-quarter-then-the-stock-fell2026-07-30T01:14:46.821Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/10fee7fe-d09b-47b8-aa19-2ba1945d4874/image.png?t=1782389714FedEx Beat the Quarter. Then the Stock Fell. https://www.financialmarkets.com/article/micron-crushes-asia-rallies-pce-lands-at-8-30-the-trade-that-came-back-before-the-inflation-print2026-07-30T01:14:47.571Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4cae5be2-d470-462a-8a54-efcccf97c45d/image.png?t=1782390252Micron Crushes | Asia Rallies | PCE Lands at 8:30 | The Trade That Came Back Before the Inflation Print https://www.financialmarkets.com/article/the-sec-just-moved-from-examining-private-markets-to-enforcing-against-them2026-07-30T01:14:48.321Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/611d8c7e-87b2-4f2c-ad6d-f4caa148208e/image.png?t=1782389532The SEC Just Moved From Examining Private Markets to Enforcing Against Them. https://www.financialmarkets.com/article/memory-just-had-the-best-quarter-in-semiconductor-history2026-07-30T01:14:49.023Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f84a362b-289f-44af-a393-31ceb4faafbb/image.png?t=1782388264Memory just had the best quarter in semiconductor history https://www.financialmarkets.com/article/micron-erased-tuesday-asia-caught-fire-pce-on-stale-oil-kioxia-joins-the-us-listing-parade2026-07-30T01:14:49.751Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d71dd40d-dc15-4bad-9ece-a8240656b7f2/image.png?t=1782387931Micron Erased Tuesday | Asia Caught Fire | PCE on Stale Oil | Kioxia Joins the US Listing Parade https://www.financialmarkets.com/article/micron-quarter-ai-trade-stress-test-passed2026-06-25T11:15:45.221Zweekly0.7/articles/micron-ai-memory-stress-test.jpgMicron's Quarter Was the AI Trade's Stress Test. It Passed. https://www.financialmarkets.com/article/micron-crushed-expectations-ai-memory-demand-accelerated-bitcoin-broke-60-000-oil-fell-below-702026-07-30T01:14:50.425Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cbc07dca-de48-40d7-aaf8-366fcbdd15fb/image.png?t=1782342318Micron Crushed Expectations. AI Memory Demand Accelerated. Bitcoin Broke $60,000. Oil Fell Below $70. https://www.financialmarkets.com/article/wti-fell-but-cargo-still-stranded-sk-hynix-is-going-public2026-07-30T01:14:51.051Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4dae2da8-5b21-424b-b459-a2fcb6f1ccc7/image.png?t=1782341914WTI Fell but Cargo Still Stranded | SK Hynix Is Going Public https://www.financialmarkets.com/article/micron-waits-bitcoin-breaks-60k-oil-falls-below-70-the-selloff-that-started-before-the-prints2026-07-30T01:14:51.677Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/646d4ee1-1215-46e2-82fb-b0f04794fb08/image.png?t=1782341545Micron Waits | Bitcoin Breaks $60K | Oil Falls Below $70 | The Selloff That Started Before the Prints https://www.financialmarkets.com/article/openai-chips-distributed-power-housing-stalled2026-07-30T01:14:52.316Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3a245429-6e4a-4cac-a24d-6b25c3faf439/image.png?t=1782333248OpenAI Chips | Distributed Power | Housing Stalled https://www.financialmarkets.com/article/openai-builds-chips-oil-breaks-70-grid-strains-gold-falls2026-07-30T01:14:52.978Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/39bde925-e099-4989-8d06-17bad5d17bdf/image.png?t=1782332917OpenAI Builds Chips | Oil Breaks $70 | Grid Strains | Gold Falls https://www.financialmarkets.com/article/oman-opened-hormuz-routes-senate-rebuked-trump-on-iran-sk-hynix-raised-2-9-billion-micron-reports-to2026-07-30T01:14:53.710Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7b73afcc-1085-4baf-8687-98600c9cce80/image.png?t=1782307110Oman Opened Hormuz Routes. Senate Rebuked Trump on Iran. SK Hynix Raised $2.9 Billion. Micron Reports Tonight. https://www.financialmarkets.com/article/ai-faces-washington-chips-sell-off-micron-reports2026-07-30T01:14:54.435Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/12afa17b-ecc0-4602-9676-c6534f825221/image.png?t=1782305721AI Faces Washington | Chips Sell Off | Micron Reports https://www.financialmarkets.com/article/the-fed-s-health-check-lands-today-the-results-don-t-actually-matter2026-07-30T01:14:55.062Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b1ce107d-4276-4c39-881a-69ca57e56dfc/image.png?t=1782306391The Fed's health check lands today. The results don't actually matter. https://www.financialmarkets.com/article/micron-reports-tonight-fed-stress-test-at-4pm-pce-lands-tomorrow-the-48-hours-that-vote-on-the-sello2026-07-30T01:14:55.749Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9329fddc-6cbf-49df-aa23-7d71cd0a409b/image.png?t=1782303490Micron Reports Tonight | Fed Stress Test at 4pm | PCE Lands Tomorrow | The 48 Hours That Vote on the Selloff https://www.financialmarkets.com/article/the-week-the-market-gets-its-big-answers2026-07-30T01:14:56.368Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7fbde219-c4ba-4732-a8a4-d360b08820f3/image.png?t=1782304686The week the market gets its big answers https://www.financialmarkets.com/article/the-yuan-just-became-sanctions-evasion-s-settlement-currency-ai-capital-flows-are-next2026-07-30T01:14:57.030Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e34e1fb1-ff8a-4647-8a52-623c78b4bf3f/image.png?t=1782303207The Yuan Just Became Sanctions Evasion’s Settlement Currency. AI Capital Flows Are Next. https://www.financialmarkets.com/article/two-4pm-prints-micron-reports-stress-test-returns-the-buffer-wrinkle2026-07-30T01:14:57.722Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ddef15e5-7a98-471c-9f56-7cac5e10e58b/image.png?t=1782303157Two 4pm Prints | Micron Reports | Stress Test Returns | The Buffer Wrinkle https://www.financialmarkets.com/article/chips-broke-spacex-borrowed-25-billion-bitcoin-lost-63-0002026-07-30T01:14:58.548Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/44393659-43b3-4eaa-b0ee-3034e161e562/image.png?t=1782257718Chips Broke. SpaceX Borrowed $25 Billion. Bitcoin Lost $63,000. https://www.financialmarkets.com/article/ai-spending-jitters-micron-fell-spacex-issued-bonds2026-07-30T01:14:59.229Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bb0ed8f7-b08b-4af9-9921-863b88be8bc4/image.png?t=1782257022AI Spending Jitters | Micron Fell | SpaceX Issued Bonds https://www.financialmarkets.com/article/chips-break-spacex-raises-25b-hormuz-still-partial-the-strait-the-tape-couldn-t-trust2026-07-30T01:14:59.906Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/99e7b606-201a-4c95-a7e7-afe5b6822cd3/image.png?t=1782249786Chips Break | SpaceX Raises $25B | Hormuz Still Partial | The Strait the Tape Couldn’t Trust https://www.financialmarkets.com/article/cerebras-reports-nuclear-loans-land-gold-reprices2026-07-30T01:15:03.053Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/562c696c-1a9d-4caf-8473-998c62f6d7da/image.png?t=1782250907Cerebras Reports | Nuclear Loans Land | Gold Reprices https://www.financialmarkets.com/article/doe-backs-nuclear-cme-backs-compute-buyers-return2026-07-30T01:15:00.749Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7cba68e4-1626-4771-a3d4-102aa22a7617/image.png?t=1782251091DOE Backs Nuclear | CME Backs Compute | Buyers Return https://www.financialmarkets.com/article/kospi-crashed-10-bitcoin-hit-an-11-day-low-the-u-s-waived-iran-sanctions-micron-reports-tomorrow2026-07-30T01:15:03.867Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c92c04b4-cb7d-4d6a-b026-ea9a4c01bd58/image.png?t=1782220993Kospi Crashed 10%. Bitcoin Hit an 11-Day Low. The U.S. Waived Iran Sanctions. Micron Reports Tomorrow. https://www.financialmarkets.com/article/micron-backs-anthropic-oracle-cuts-21-000-earnings-test2026-07-30T01:15:05.674Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/da279006-a0c3-4e45-9d5a-02a293820141/image.png?t=1782220712Micron Backs Anthropic | Oracle Cuts 21,000 | Earnings Test https://www.financialmarkets.com/article/iran-says-closed-centcom-says-open-tankers-say-partial-the-strait-the-deal-couldn-t-quite-open2026-07-30T01:15:06.379Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/72657c91-19f2-4db7-83d5-9ef0bb0642c9/image.png?t=1782216947Iran Says Closed | CENTCOM Says Open | Tankers Say Partial | The Strait the Deal Couldn't Quite Open https://www.financialmarkets.com/article/altman-s-private-portfolio-has-ten-openai-counterparties-the-prospectus-has-to-name-each-one2026-07-30T01:15:07.192Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/aeaa0c96-d8f7-4d59-b0b0-7b02ab9b1cd8/image.png?t=1782216270Altman's Private Portfolio Has Ten OpenAI Counterparties. The Prospectus Has to Name Each One. https://www.financialmarkets.com/article/seoul-circuit-breaks-samsung-and-sk-hynix-cratered-msci-passed-on-korea-micron-becomes-the-referendu2026-07-30T01:15:08.115Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4001575a-f1e8-4d05-908c-31d61a072a6e/image.png?t=1782215664Seoul Circuit-Breaks | Samsung and SK Hynix Cratered | MSCI Passed on Korea | Micron Becomes the Referendum https://www.financialmarkets.com/article/fedexs-q4-reframed-the-post-freight-debate2026-06-23T00:00:00.000Zweekly0.7/articles/fedex-q4-post-freight.pngFedEx's Q4 Reframed the Post-Freight Debate https://www.financialmarkets.com/article/spacex-lost-16-iran-oil-returns-the-ai-trade-slipped-again-ethereum-found-new-backers2026-07-30T01:15:08.903Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/89e505f3-d7bb-4379-9367-297a60080301/image.png?t=1782168426SpaceX Lost 16%. Iran Oil Returns. The AI Trade Slipped Again. Ethereum Found New Backers. https://www.financialmarkets.com/article/three-rate-hikes-spacex-fell-alphabet-lost-on-ai-talent-fears2026-07-30T01:15:10.414Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/45db2b95-20f5-4a2b-bf15-f60768c592c1/image.png?t=1782167642Three Rate Hikes | SpaceX Fell | Alphabet Lost on AI Talent Fears https://www.financialmarkets.com/article/big-tech-breaks-oil-falls-again-schwab-enters-prediction-markets-the-rally-that-rotated-away2026-07-30T01:15:11.327Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1c75c74f-28b3-4a3b-80c3-18bc8275f20a/image.png?t=1782164486Big Tech Breaks | Oil Falls Again | Schwab Enters Prediction Markets | The Rally That Rotated Away https://www.financialmarkets.com/article/alphabet-talent-loss-deepens-chevron-microsoft-go-off-grid-spacex-raises-20b2026-07-30T01:15:12.270Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/11f4dd59-35e6-4827-a68b-a5285bd23a04/image.png?t=1782164134Alphabet Talent Loss Deepens | Chevron-Microsoft Go Off-Grid | SpaceX Raises $20B https://www.financialmarkets.com/article/spacex-sells-compute-iran-window-alphabet-talent2026-07-30T01:15:13.233Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/54861656-7d48-4a2a-ae09-05695a556acc/image.png?t=1782164306SpaceX Sells Compute | Iran Window | Alphabet Talent https://www.financialmarkets.com/article/iran-and-the-u-s-agreed-a-new-roadmap-oil-fell-below-80-starmer-resigned-bitcoin-missed-the-relief-r2026-07-30T01:15:14.122Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5012597c-86f3-4e3d-82cd-e0029ed51d20/image.png?t=1782135380Iran and the U.S. Agreed a New Roadmap. Oil Fell Below $80. Starmer Resigned. Bitcoin Missed the Relief Rally. https://www.financialmarkets.com/article/hormuz-traffic-surges-ai-distribution-war-opens-equity-supply-turns-positive2026-07-30T01:15:14.968Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4498aac7-b683-43f7-8d7b-74246a478079/image.png?t=1782131142Hormuz Traffic Surges | AI Distribution War Opens | Equity Supply Turns Positive https://www.financialmarkets.com/article/roadmap-at-lake-lucerne-strait-still-contested-intel-lands-apple-the-framework-the-data-hasn-t-teste2026-07-30T01:15:15.851Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e978e2e6-b041-4f1b-b590-d1042751167f/image.png?t=1782130675Roadmap at Lake Lucerne | Strait Still Contested | Intel Lands Apple | The Framework the Data Hasn't Tested https://www.financialmarkets.com/article/sponsors-refuse-to-sell-they-layer-debt-instead2026-07-30T01:15:16.477Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1659535c-4c1f-4e1f-8e48-8ff7e9066da0/image.png?t=1782130335Sponsors Refuse to Sell. They Layer Debt Instead. https://www.financialmarkets.com/article/hormuz-closed-again-oil-whipsawed-nikkei-record-carnival-s-real-test2026-07-30T01:15:17.266Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/366b8cb3-7e28-4dc0-86c1-13ff888a8e37/image.png?t=1782129364Hormuz Closed Again | Oil Whipsawed | Nikkei Record | Carnival's Real Test https://www.financialmarkets.com/article/the-five-week-carry-starts-now-pce-is-the-first-read2026-07-30T01:15:18.132Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/23ff052d-cc65-42c8-830a-5dd7be81324a/image.png?t=1781931862The Five-Week Carry Starts Now. PCE Is the First Read. https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-ecfb2026-07-30T01:15:18.783Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/841b5cd4-d3fe-489f-8504-abe8d4ee8280/image.png?t=1781927438Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-the-rate-story-goes-from-theory-to-test2026-07-30T01:15:19.728Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4b1cf556-b743-4068-9257-9b5928b79026/image.png?t=1781929661The Week the Rate Story Goes From Theory to Test https://www.financialmarkets.com/article/five-questions-test-last-week-s-framework2026-07-30T01:15:20.371Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ba7f81b3-ee31-4cd9-aef9-9423f2bf6e1b/image.png?t=1781926013Five Questions Test Last Week's Framework. https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-e1392026-07-30T01:15:21.049Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e10c8654-382b-4a0f-a443-68f8c456b6d3/image.png?t=1781925064TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/financial-market-news-saturday-review-37af2026-07-30T01:15:21.718Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/63e77704-228d-4d41-9dcc-beb2eb4ce633/image.png?t=1781899914Financial Market News | Saturday Review https://www.financialmarkets.com/article/weekly-market-signals-a27f2026-07-30T01:15:22.402Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cc530873-9aff-4669-99e0-4debec6813e4/image.png?t=1781903238Weekly Market Signals https://www.financialmarkets.com/article/the-week-the-war-ended-and-the-fed-took-over2026-07-30T01:15:23.316Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4646e392-506b-4bfd-8d2f-c78fb279daab/image.png?t=1781901665The Week the War Ended and the Fed Took Over https://www.financialmarkets.com/article/the-week-the-chairman-said-nothing-and-the-market-heard-everything2026-07-30T01:15:24.208Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a667352f-bff7-4a9a-bfe2-95de2e9b923d/image.png?t=1781894243The Week the Chairman Said Nothing and the Market Heard Everything. https://www.financialmarkets.com/article/traders-quants-saturday-recap-85b12026-07-30T01:15:27.324Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/523d0f18-3a38-4a88-9d0b-22feed794d99/image.png?t=1781891998TRADERS & QUANTS - SATURDAY RECAP https://www.financialmarkets.com/article/stocks-ignored-the-fed-oil-fell-below-80-bitcoin-lost-63-000-spacex-s-rally-broke2026-07-30T01:15:28.081Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f3cc9cff-9ee0-45e0-9bbf-8ebb44f7a09d/image.png?t=1781824965Stocks Ignored the Fed. Oil Fell Below $80. Bitcoin Lost $63,000. SpaceX's Rally Broke. https://www.financialmarkets.com/article/intel-surged-on-apple-deal-accenture-s-bad-day-apple-raising-prices2026-07-30T01:15:28.751Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ac345af7-c3c2-4584-8df4-b21498f3684a/image.png?t=1781821642Intel Surged on Apple Deal | Accenture's Bad Day | Apple Raising Prices https://www.financialmarkets.com/article/iran-deal-signed-oil-holds-low-congress-targets-prediction-markets-the-discount-still-has-a-delay2026-07-30T01:15:29.530Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/413abc64-6f3e-4bfd-ad36-734251ce0976/image.png?t=1781817768Iran Deal Signed | Oil Holds Low | Congress Targets Prediction Markets | The Discount Still Has a Delay https://www.financialmarkets.com/article/credit-exits-12b-ai-pricing-shifts-bubble-named2026-07-30T01:15:30.254Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/59a93041-0d8f-42cc-83d1-7b9c682e9116/img-9c34327c-375f-4afc-aa1e-0738ec90d9ea.png?t=1781815754Credit Exits $12B | AI Pricing Shifts | Bubble Named https://www.financialmarkets.com/article/opec-pushes-back-openai-changes-rules-credit-shrinks2026-07-30T01:15:30.980Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ab3cca82-82fd-4a7e-8dc3-bcb4e14342dd/image.png?t=1781816835OPEC Pushes Back | OpenAI Changes Rules | Credit Shrinks https://www.financialmarkets.com/article/the-fed-decides-at-2-pm-spacex-buys-cursor-for-60-billion-oil-hits-a-three-month-low-bitcoin-slips-b-815f2026-07-30T01:15:31.689Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a0007cf4-c579-4344-92f5-02a792f06b58/image.png?t=1781788559The Fed Held and Turned Hawkish. Stocks Fell, Then Futures Bounced. Oil Hit Three-Month Lows. Bitcoin Slid Under $64,000. https://www.financialmarkets.com/article/apple-prices-rise-ai-gets-political-fed-officials-want-hikes2026-07-30T01:15:32.508Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/912cdb71-1afe-463a-a160-ccc3d62bec43/image.png?t=1781787910Apple Prices Rise | AI Gets Political | Fed Officials Want Hikes https://www.financialmarkets.com/article/deal-signed-at-versailles-oil-hits-3-month-low-yields-hold-post-fed-the-discount-that-hasn-t-arrived2026-07-30T01:15:33.194Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/42f041e8-730e-4992-8458-b511d2025a8a/image.png?t=1781786820Deal Signed at Versailles | Oil Hits 3-Month Low | Yields Hold Post-Fed | The Discount That Hasn't Arrived https://www.financialmarkets.com/article/nine-officials-penciled-in-a-hike-warsh-said-nothing2026-07-30T01:15:33.874Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/531ed925-7e13-4255-8ca8-d90e41fae591/image.png?t=1781785088Nine Officials Penciled in a Hike. Warsh Said Nothing. https://www.financialmarkets.com/article/signed-at-versailles-oil-at-march-lows-dots-still-hawkish-accenture-s-ai-test2026-07-30T01:15:34.503Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/20eaa6ae-3835-49e1-a861-68af93c95af5/image.png?t=1781782095Signed at Versailles | Oil at March Lows | Dots Still Hawkish | Accenture's AI Test https://www.financialmarkets.com/article/warsh-held-rates-the-dot-plot-turned-hawkish-treasury-yields-jumped-bitcoin-slid-below-65-0002026-07-30T01:15:35.209Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6adeae37-0b79-426d-85f2-632098e88f2b/image.png?t=1781738622Warsh Held Rates. The Dot Plot Turned Hawkish. Treasury Yields Jumped. Bitcoin Slid Below $65,000. https://www.financialmarkets.com/article/warsh-abstained-from-his-own-dot-plot-retail-sales-beat-trump-iran-deal2026-07-30T01:15:35.896Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a0144f9d-d18d-4d58-8c85-d456bd211d6b/image.png?t=1781734427Warsh Abstained From His Own Dot Plot | Retail Sales Beat | Trump Iran Deal https://www.financialmarkets.com/article/warsh-holds-yields-jump-oil-stays-low-the-dot-plot-without-a-chair2026-07-30T01:15:36.647Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2ea5bae7-30bd-4e3e-a168-7bf56c9029dd/image.png?t=1781731551Warsh Holds | Yields Jump | Oil Stays Low | The Dot Plot Without a Chair https://www.financialmarkets.com/article/warsh-said-less-the-dot-plot-lost-a-dot-spacex-fell2026-07-30T01:15:37.321Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fb437a4e-de62-4eff-8f2e-7d206d659dd1/image.png?t=1781728739Warsh Said Less | The Dot Plot Lost a Dot | SpaceX Fell https://www.financialmarkets.com/article/software-freeze-spacex-falls-fed-holds2026-07-30T01:15:38.034Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0912898d-aa9d-4cb5-9bc3-523565d3a4ef/image.png?t=1781730647Software Freeze | SpaceX Falls | Fed Holds https://www.financialmarkets.com/article/the-fed-decides-at-2-pm-spacex-buys-cursor-for-60-billion-oil-hits-a-three-month-low-bitcoin-slips-b2026-07-30T01:15:38.688Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8fcd7061-a69e-4af1-9f3c-1de08af6a8c0/image.png?t=1781611961The Fed Decides at 2 PM. SpaceX Buys Cursor for $60 Billion. Oil Hits a Three-Month Low. Bitcoin Slips Below $65,000. https://www.financialmarkets.com/article/warsh-speaks-today-openai-burns-billions-spacex-gets-a-new-target2026-07-30T01:15:39.374Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8d7ccf8b-a4d4-48fe-a2d0-eb46284cbc8f/image.png?t=1781698822Warsh Speaks Today | OpenAI Burns Billions | SpaceX Gets a New Target https://www.financialmarkets.com/article/dow-holds-record-chips-drop-5-warsh-at-2-pm-the-path-the-median-may-not-show2026-07-30T01:15:39.985Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/99a226d2-7125-4b46-acba-6658ee8af7c4/image.png?t=1781699942Dow Holds Record | Chips Drop 5% | Warsh at 2 PM | The Path the Median May Not Show https://www.financialmarkets.com/article/openai-s-burn-rate-named-itself-before-the-prospectus2026-07-30T01:15:40.682Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7cf6bc80-3b1c-4cb9-8638-9753f7c4de8e/image.png?t=1781696335OpenAI's Burn Rate Named Itself Before the Prospectus. https://www.financialmarkets.com/article/warsh-s-first-press-four-prints-in-seven-hours-carmax-tests-credit-greenspan-s-playbook-returns2026-07-30T01:15:41.372Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d6201833-2415-43d0-afcd-d46be3b82bf8/image.png?t=1781697175Warsh's First Press | Four Prints in Seven Hours | CarMax Tests Credit | Greenspan's Playbook Returns https://www.financialmarkets.com/article/spacex-passed-amazon-oil-broke-80-a-300-billion-iran-fund-emerged-the-fed-decides-tomorrow2026-07-30T01:15:42.052Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/feed869b-71d1-4781-bab6-d7ad0836d372/image.png?t=1781651848SpaceX Passed Amazon. Oil Broke $80. A $300 Billion Iran Fund Emerged. The Fed Decides Tomorrow. https://www.financialmarkets.com/article/goldman-morgan-disagree-spacex-bought-cursor-industrials-all-time-highs2026-07-30T01:15:42.757Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4de52496-f992-4628-ac8e-99991cda7b27/image.png?t=1781649453Goldman & Morgan Disagree | SpaceX Bought Cursor | Industrials All-Time Highs https://www.financialmarkets.com/article/oil-breaks-below-77-dow-hits-record-chips-fade-the-relief-the-dots-still-have-to-confirm2026-07-30T01:15:43.506Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b15737b5-373a-48a2-bb8d-0bfacb3c6869/image.png?t=1781647579Oil Breaks Below $77 | Dow Hits Record | Chips Fade | The Relief the Dots Still Have to Confirm https://www.financialmarkets.com/article/spacex-moves-fast-ecb-stands-firm-yen-watch2026-07-30T01:15:44.240Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/919a2a7a-0a6b-4dab-a8e9-260ba02135ee/image.png?t=1781643094SpaceX Moves Fast | ECB Stands Firm | Yen Watch https://www.financialmarkets.com/article/spacex-pushes-vertical-fed-survey-flips-consensus-compute-becomes-commodity2026-07-30T01:15:46.984Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d86797dd-b317-45a8-9311-a35342d5fb62/image.png?t=1781641685SpaceX Pushes Vertical | Fed Survey Flips Consensus | Compute Becomes Commodity https://www.financialmarkets.com/article/the-rally-paused-oil-steadied-strategy-added-100-million-in-btc-warsh-takes-the-chair2026-07-30T01:15:47.771Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8fcd7061-a69e-4af1-9f3c-1de08af6a8c0/image.png?t=1781611961The Rally Paused. Oil Steadied. Strategy Added $100 Million in BTC. Warsh Takes the Chair. https://www.financialmarkets.com/article/spacex-defies-critics-ai-faces-a-cost-crunch-fed-next2026-07-30T01:15:48.581Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5971a0ac-d56a-4f82-aefc-b414dcd4e245/image.png?t=1781616784SpaceX Defies Critics | AI Faces a Cost Crunch | Fed Next https://www.financialmarkets.com/article/fomc-opens-today-oil-holds-80-gas-cracks-4-the-dot-plot-the-rally-hasn-t-met2026-07-30T01:15:49.288Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/39aa67e9-5555-42a1-b18b-10928a4faabd/image.png?t=1781611798FOMC Opens Today | Oil Holds $80 | Gas Cracks $4 | The Dot Plot the Rally Hasn't Met https://www.financialmarkets.com/article/warsh-s-first-vote-inherits-a-43-year-low-and-an-unmoving-strait2026-07-30T01:15:50.101Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c47a7fb9-e8e9-4304-b061-b949b72c23a4/image.png?t=1781611126Warsh's First Vote Inherits a 43-Year Low and an Unmoving Strait. https://www.financialmarkets.com/article/nikkei-hits-a-new-record-bonds-strip-the-hike-housing-s-new-rate-test-warsh-s-first-dot-plot2026-07-30T01:15:51.022Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2295c0af-a2c8-4b91-9220-6680fa3995c8/image.png?t=1781610776Nikkei Hits a New Record | Bonds Strip the Hike | Housing's New Rate Test | Warsh's First Dot Plot https://www.financialmarkets.com/article/peace-crashed-oil-spacex-hit-2-5-trillion-the-fed-takes-the-baton2026-07-30T01:15:51.837Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a72d0323-ee79-426a-89bc-d313f3a988b5/image.png?t=1781565906Peace Crashed Oil. SpaceX Hit $2.5 Trillion. The Fed Takes the Baton. https://www.financialmarkets.com/article/rate-odds-collapsed-spacex-raised-85-7-billion-nobody-thinks-hormuz-reopens2026-07-30T01:15:52.632Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f948015-f4ae-492e-a4cd-5727e36d132c/image.png?t=1781565640Rate Odds Collapsed | SpaceX Raised $85.7 Billion | Nobody Thinks Hormuz Reopens https://www.financialmarkets.com/article/deal-rally-lands-oil-breaks-81-spacex-extends-the-peace-that-still-needs-delivery2026-07-30T01:15:54.559Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e31017de-c519-4b92-9af1-90881f3befc0/image.png?t=1781556284Deal Rally Lands | Oil Breaks $81 | SpaceX Extends | The Peace That Still Needs Delivery https://www.financialmarkets.com/article/deal-signed-ships-still-quiet-nvidia-borrows2026-07-30T01:15:59.822Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e2f25bce-25ea-4690-9a1e-d0acb1a25687/image.png?t=1781555577Deal Signed | Ships Still Quiet | Nvidia Borrows https://www.financialmarkets.com/article/banks-bought-more-spacex-oil-relief-delayed-five-central-banks-decide2026-07-30T01:16:00.774Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f92098bf-81fa-49e9-9104-2e2759ab3ee2/image.png?t=1781554214Banks Bought More SpaceX | Oil Relief Delayed | Five Central Banks Decide https://www.financialmarkets.com/article/the-u-s-and-iran-reached-a-peace-deal-oil-crashed-spacex-proved-the-ai-trade-is-still-open2026-07-30T01:16:01.673Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b6dd1c2f-7f31-4afa-97f4-35093b18a079/image.png?t=1781531507The U.S. and Iran Reached a Peace Deal. Oil Crashed. SpaceX Proved the AI Trade Is Still Open. https://www.financialmarkets.com/article/peace-deal-changes-everything-anthropic-hit-by-shutdown-fed-faces-new-reality2026-07-30T01:16:02.485Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1649eb89-b319-4e89-b74d-1443f1fd3517/image.png?t=1781526242Peace Deal Changes Everything | Anthropic Hit by Shutdown | Fed Faces New Reality https://www.financialmarkets.com/article/iran-deal-sealed-oil-hits-81-fomc-in-48-hours-the-bill-warsh-inherits2026-07-30T01:16:03.125Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/52dcf0d8-8fe6-4353-8f66-4d471209a77b/image.png?t=1781525650Iran Deal Sealed | Oil Hits $81 | FOMC in 48 Hours | The Bill Warsh Inherits https://www.financialmarkets.com/article/warsh-inherits-a-deal-a-disabled-model-and-a-three-year-high-cpi2026-07-30T01:16:03.857Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/098e107d-aebb-4e79-abf0-3f99f3b1bd99/image.png?t=1781525456Warsh Inherits a Deal, a Disabled Model, and a Three-Year High CPI https://www.financialmarkets.com/article/war-over-oil-crashed-warsh-inherits-a-different-fed-adobe-loses-its-c-suite-spacex-faces-week-one2026-07-30T01:16:04.596Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/789cdea4-5563-4e94-9998-cadd22c236c1/image.png?t=1781525261War Over, Oil Crashed | Warsh Inherits a Different Fed | Adobe Loses Its C-Suite | SpaceX Faces Week One https://www.financialmarkets.com/article/the-week-that-decides-whether-ai-earned-its-premium2026-07-30T01:16:05.238Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/74646799-50fe-47cc-a262-3ab84d3cf21b/image.png?t=1781358128The Week That Decides Whether AI Earned Its Premium https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-67022026-07-30T01:16:05.929Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/25ad599c-481d-4cd2-9f33-1daf8cc37999/image.png?t=1781357816Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-33e12026-07-30T01:16:06.600Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ce5c0f2d-0500-486d-a8e3-269915285f1b/image.png?t=1781295371TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/five-questions-june-16-cannot-answer-alone2026-07-30T01:16:07.600Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e310438d-5ad3-4c71-9607-1cd4c7e72a5b/image.png?t=1781356327Five Questions June 16 Cannot Answer Alone. https://www.financialmarkets.com/article/warsh-gets-the-pipeline-not-the-peace2026-07-30T01:16:08.465Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ca038173-ce3e-4ba1-acff-6fc6cc534d0e/image.png?t=1781358515Warsh Gets the Pipeline, Not the Peace. https://www.financialmarkets.com/article/spacex-listed-oil-fell-markets-bought-the-end-of-the-war2026-07-30T01:16:09.262Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/deaa3803-fa35-4a12-bd4f-5dfa2f6ce06c/image.png?t=1781354841SpaceX Listed. Oil Fell. Markets Bought the End of the War. https://www.financialmarkets.com/article/financial-market-news-saturday-review-6da72026-07-30T01:16:09.981Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/06a23ac1-5602-4407-ade7-155b74b27f1a/image.png?t=1781354258Financial Market News | Saturday Review https://www.financialmarkets.com/article/traders-quants-saturday-recap-3c182026-07-30T01:16:10.875Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0f2b60b1-8ec2-4706-abb9-723493ec6499/image.png?t=1781295077TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/weekly-market-signals-a4282026-07-30T01:16:11.740Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f479977c-3da2-4e8c-a5b2-87e12a0bc2b3/image.png?t=1781351042Weekly Market Signals https://www.financialmarkets.com/article/the-week-that-priced-the-next-six-months2026-07-30T01:16:14.344Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e862b439-a2d0-48fa-b6a0-04e4b7bc7c36/image.png?t=1781350613The Week That Priced the Next Six Months. https://www.financialmarkets.com/article/spacex-cleared-2-trillion-oil-fell-on-peace-gold-lost-the-fear-bid2026-07-30T01:16:14.982Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0e578c7e-d760-4a49-b8e6-21d3c645cb4f/image.png?t=1781305155SpaceX Cleared $2 Trillion. Oil Fell on Peace. Gold Lost the Fear Bid. https://www.financialmarkets.com/article/amd-s-hidden-customer-european-travel-stocks-nvidia-might-sell-china2026-07-30T01:16:16.892Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/919a549a-4865-4e33-8db0-673a034907fd/image.png?t=1781304545AMD's Hidden Customer | European Travel Stocks | Nvidia Might Sell China https://www.financialmarkets.com/article/spacex-clears-2-2t-oil-slides-ppi-still-bites-the-debut-the-cost-cycle-couldn-t-stop2026-07-30T01:16:17.633Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2fadc4fe-118d-4f5d-9696-63e156e80752/image.png?t=1781296652SpaceX Clears $2.2T | Oil Slides | PPI Still Bites | The Debut the Cost Cycle Couldn’t Stop https://www.financialmarkets.com/article/spacex-answered-one-question-anthropic-has-to-answer-the-next-one2026-07-30T01:16:18.319Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/be4cfd0e-dce4-4e92-b893-0acb4b049ff9/image.png?t=1781296333SpaceX Answered One Question. Anthropic Has to Answer the Next One. https://www.financialmarkets.com/article/trillion-dollar-ipo-lands-central-banks-turn-hawkish-tech-demand-persists2026-07-30T01:16:19.181Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cc34c318-88a4-4364-8ce6-af6adffb0bfa/image.png?t=1781296047Trillion Dollar IPO Lands | Central Banks Turn Hawkish | Tech Demand Persists https://www.financialmarkets.com/article/spacex-lists-today-trump-calls-off-the-iran-strikes-oil-hit-a-two-month-low-metaplanet-to-expand-bit2026-07-30T01:16:19.992Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e149f9b-43a5-49b7-9cdc-b29aacf7cadd/image.png?t=1781271811SpaceX Lists Today. Trump Calls Off the Iran Strikes. Oil Hit a Two-Month Low. Metaplanet to Expand Bitcoin Treasury. https://www.financialmarkets.com/article/spacex-starts-trading-ai-price-war-escalates-revenue-fight-heats-up2026-07-30T01:16:20.638Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0789aa92-2c78-4281-8dac-b4728bc4fff9/image.png?t=1781266280SpaceX Starts Trading | AI Price War Escalates | Revenue Fight Heats Up https://www.financialmarkets.com/article/ppi-confirms-the-pipeline-spacex-opens-at-1-75t-iran-deal-this-weekend-the-cost-the-peace-can-t-unwi2026-07-30T01:16:21.318Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e4132867-d47e-4cba-92da-423f40dc362c/image.png?t=1781265498PPI Confirms the Pipeline | SpaceX Opens at $1.75T | Iran Deal This Weekend | The Cost the Peace Can't Unwind https://www.financialmarkets.com/article/spacex-opens-today-70-billion-in-retail-demand-redirects-to-the-first-trade2026-07-30T01:16:22.000Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/46b27098-220a-4737-b595-fdfc298046db/image.png?t=1781265173SpaceX Opens Today. $70 Billion in Retail Demand Redirects to the First Trade. https://www.financialmarkets.com/article/iran-deal-near-oil-crashed-spacex-lands-today-three-tests-two-misses-the-inflation-nobody-priced2026-07-30T01:16:22.698Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0f70260f-126b-4777-ad4c-a944bd6b62f8/image.png?t=1781264873Iran Deal Near, Oil Crashed | SpaceX Lands Today | Three Tests, Two Misses | The Inflation Nobody Priced https://www.financialmarkets.com/article/adobe-s-best-quarter-ever-stock-fell-anyway2026-07-30T01:16:23.379Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/976a624f-f5b0-4da4-ace1-471680de0372/image.png?t=1781706514Adobe's best quarter ever. Stock fell anyway. https://www.financialmarkets.com/article/spacex-priced-stocks-surged-bitcoin-reclaimed-63-0002026-07-30T01:16:24.179Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b241d207-37ac-4f45-b418-036cf4341e5a/image.png?t=1781219908SpaceX Priced. Stocks Surged. Bitcoin Reclaimed $63,000. https://www.financialmarkets.com/article/trump-threatened-iran-s-oil-hub-ppi-ran-hot-retail-sold-everything-for-spacex2026-07-30T01:16:24.838Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/da1bef07-6bcc-4871-9a83-9cd64e33be1d/image.png?t=1781219310Trump Threatened Iran's Oil Hub | PPI Ran Hot | Retail Sold Everything for SpaceX https://www.financialmarkets.com/article/trump-cancels-strikes-dow-surges-1-000-spacex-prices-next-the-relief-that-still-needs-buyers2026-07-30T01:16:26.020Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ecd6831b-901f-4aaa-ae7b-b4a4d7e3d650/image.png?t=1781211990Trump Cancels Strikes | Dow Surges 1,000 | SpaceX Prices Next | The Relief That Still Needs Buyers https://www.financialmarkets.com/article/spacex-lists-wholesale-spikes-world-bank-warns2026-07-30T01:16:26.733Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/07e35414-75dd-432d-b5a8-4695511f0cd4/image.png?t=1781211512SpaceX Lists | Wholesale Spikes | World Bank Warns https://www.financialmarkets.com/article/spacex-demand-explodes-fed-pressure-returns-oil-clock-ticks2026-07-30T01:16:27.380Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/675fd376-7159-4643-899a-83c565addf72/image.png?t=1781210989SpaceX Demand Explodes | Fed Pressure Returns | Oil Clock Ticks https://www.financialmarkets.com/article/the-u-s-struck-iran-again-the-ecb-hiked-today-cpi-hit-a-three-year-high-spacex-prices-tonight2026-07-30T01:16:28.255Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9b7a9d6c-ed22-4826-a792-4b2081d69728/image.png?t=1781183626The U.S. Struck Iran Again. The ECB Hiked Today. CPI Hit a Three-Year High. SpaceX Prices Tonight. https://www.financialmarkets.com/article/oracle-beat-big-europe-hikes-spacex-prices-tonight2026-07-30T01:16:28.981Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e186e1ff-81a6-4150-9af2-c8a68176cf02/image.png?t=1781183316Oracle Beat Big | Europe Hikes | SpaceX Prices Tonight https://www.financialmarkets.com/article/oracle-falls-on-40b-raise-spacex-prices-tonight-ppi-at-8-30-the-capital-the-cost-couldn-t-clear2026-07-30T01:16:29.734Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/82c4bbf9-b299-428e-8548-ea4dcef1954b/image.png?t=1781182519Oracle Falls on $40B Raise | SpaceX Prices Tonight | PPI at 8:30 | The Capital the Cost Couldn't Clear https://www.financialmarkets.com/article/check-what-backs-oracle-s-638-billion-backlog2026-07-30T01:16:30.400Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/315024af-860f-4050-84ec-f8f76775f3bc/image.png?t=1781178501Check What Backs Oracle's $638 Billion Backlog https://www.financialmarkets.com/article/oracle-beat-and-dropped-ecb-hikes-into-the-war-ai-capex-turns-hostile-adobe-answers-tonight2026-07-30T01:16:31.261Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bf92088b-5171-4944-ac06-29a7fd82d7db/image.png?t=1781178219Oracle Beat and Dropped | ECB Hikes Into the War | AI Capex Turns Hostile | Adobe Answers Tonight https://www.financialmarkets.com/article/oracle-q4-reframed-ai-thesis-demand-capital-discipline2026-06-11T10:53:29.122Zweekly0.7/articles/oracle-q4-datacenter.jpgOracle's Q4 Reframed the AI Thesis: From Demand to Capital Discipline https://www.financialmarkets.com/article/the-strait-closed-before-the-first-mine2026-07-30T01:16:31.899Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/11820bcb-12c2-4fbf-89b4-eb8eaff00c09/image.png?t=1781706709The strait closed before the first mine https://www.financialmarkets.com/article/cpi-hit-4-2-oracle-wants-40-billion-more-spacex-demand-reached-250-billion2026-07-30T01:16:32.505Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bd26f4ab-d3e5-4286-9c33-c804922bbd6a/image.png?t=1781134704CPI Hit 4.2%. Oracle Wants $40 Billion More. SpaceX Demand Reached $250 Billion. https://www.financialmarkets.com/article/core-soft-fed-stuck-amazon-entered-freight-softbank-s-openai-loan2026-07-30T01:16:33.499Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e9f57c1-feea-44e6-ac2f-c38bbd4d680c/image.png?t=1781132210Core Soft. Fed Stuck. | Amazon Entered Freight. | SoftBank's OpenAI Loan https://www.financialmarkets.com/article/cpi-splits-the-tape-oil-rebounds-prediction-markets-get-rules-the-print-that-did-not-save-tech2026-07-30T01:16:35.631Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bae48cd2-b3a9-40ab-b92d-f7b924d50bc8/image.png?t=1781126528CPI Splits the Tape | Oil Rebounds | Prediction Markets Get Rules | The Print That Did Not Save Tech https://www.financialmarkets.com/article/the-highest-print-in-three-years-welcome-warsh2026-07-30T01:16:36.592Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4ced8eab-6c42-4822-9fe7-435902ea5241/image.png?t=1781126124The Highest Print in Three Years. Welcome, Warsh. https://www.financialmarkets.com/article/pricing-war-intensifies-opec-output-low-venture-exit-window-narrows2026-07-30T01:16:37.419Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d658e0ab-d60a-4da2-9782-3727fd16ff1b/image.png?t=1781123510Pricing War Intensifies | OPEC Output Low | Venture Exit Window Narrows https://www.financialmarkets.com/article/cpi-hit-4-2-the-u-s-struck-iran-oil-reversed-higher-bitcoin-broke-62-0002026-07-30T01:16:38.246Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c5f7101b-5026-4c2e-a031-f8846c10ceb9/image.png?t=1781098493CPI Hit 4.2%. The U.S. Struck Iran. Oil Reversed Higher. Bitcoin Broke $62,000. https://www.financialmarkets.com/article/openai-pressure-google-cuts-ai-prices-server-demand-surges2026-07-30T01:16:38.858Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7932cead-404b-42e8-9076-2009bb4887e1/image.png?t=1781097895OpenAI Pressure | Google Cuts AI Prices | Server Demand Surges https://www.financialmarkets.com/article/cpi-at-8-30-oil-falls-through-the-strikes-hike-odds-cross-50-the-print-the-war-couldn-t-preempt2026-07-30T01:16:39.518Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6af9b31f-5ce4-45f7-9508-15cdbd185921/image.png?t=1781092593CPI at 8:30 | Oil Falls Through the Strikes | Hike Odds Cross 50% | The Print the War Couldn't Preempt https://www.financialmarkets.com/article/name-which-assumption-your-position-depends-on2026-07-30T01:16:40.187Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/52b19135-8e69-4d56-bfd4-0b884b681bb5/image.png?t=1781092210Name Which Assumption Your Position Depends On https://www.financialmarkets.com/article/strikes-after-the-close-oil-math-reshuffled-cpi-at-the-hinge-oracle-answers-tonight2026-07-30T01:16:40.942Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c80ba223-d45d-4c87-81c1-2c198b21dc8a/image.png?t=1781091885Strikes After the Close | Oil Math Reshuffled | CPI at the Hinge | Oracle Answers Tonight https://www.financialmarkets.com/article/the-morning-the-inflation-argument-ends-at-8-302026-07-30T01:16:41.706Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/700f6fb4-a48a-4f84-b8fe-434efd5145e7/image.png?t=1781118413The morning the inflation argument ends at 8:30 https://www.financialmarkets.com/article/tech-sold-first-spacex-pulled-capital-the-iran-story-came-back2026-07-30T01:16:42.345Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/50a9c9a7-b99b-4316-88d9-8c0d493d5d83/image.png?t=1781046739Tech Sold First. SpaceX Pulled Capital. The Iran Story Came Back. https://www.financialmarkets.com/article/wti-crashed-chips-gave-back-openai-filed-ipo-spacex2026-07-30T01:16:43.102Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d78ab3a5-8bbb-4c62-8ff2-dcd194314638/image.png?t=1781046412WTI Crashed | Chips Gave Back | OpenAI Filed IPO | SpaceX https://www.financialmarkets.com/article/oil-falls-below-89-nasdaq-fades-kalshi-perps-hit-1b-the-strait-that-won-t-clear2026-07-30T01:16:43.807Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e34a13e-41ba-4dc0-8724-b25103b94ced/image.png?t=1781039394Oil Falls Below $89 | Nasdaq Fades | Kalshi Perps Hit $1B | The Strait That Won't Clear https://www.financialmarkets.com/article/the-credit-machine-is-stressed-apollo-leads-oil-falls-china-goes-local2026-07-30T01:16:44.505Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1351bb88-ae36-4752-a04d-6de278b37e77/image.png?t=1781037750The Credit Machine Is Stressed | Apollo Leads | Oil Falls | China Goes Local https://www.financialmarkets.com/article/anthropic-builds-grid-china-goes-local-jpmorgan-shows-roi2026-07-30T01:16:45.147Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5778a67a-5945-4e82-a3ee-a54fe8591dcf/image.png?t=1781037317Anthropic Builds Grid | China Goes Local | JPMorgan Shows ROI https://www.financialmarkets.com/article/the-dip-buyers-came-back-bitcoin-didn-t-get-the-memo2026-07-30T01:16:46.025Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f271ade3-850d-45ce-933f-27cf13ab021f/image.png?t=1781011445The Dip Buyers Came Back. Bitcoin Didn't Get the Memo. https://www.financialmarkets.com/article/openai-files-spacex-faces-scrutiny-cpi-sets-path2026-07-30T01:16:46.776Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f6ba8e79-eb30-4721-bd40-df4a9fe5f419/image.png?t=1781009625OpenAI Files | SpaceX Faces Scrutiny | CPI Sets Path https://www.financialmarkets.com/article/cpi-tomorrow-spacex-books-close-world-cup-reframes-payrolls-the-data-the-bounce-didn-t-test2026-07-30T01:16:47.466Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e380b355-31b4-4e39-b3b2-6a84159a3ce1/image.png?t=1781008170CPI Tomorrow | SpaceX Books Close | World Cup Reframes Payrolls | The Data the Bounce Didn't Test https://www.financialmarkets.com/article/all-three-are-now-in-the-pipeline-the-buyer-pool-has-one-answer-to-give2026-07-30T01:16:48.184Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/69aff351-5989-472c-9cc9-f3b2649ba134/image.png?t=1781004095All Three Are Now in the Pipeline. The Buyer Pool Has One Answer to Give. https://www.financialmarkets.com/article/apple-sold-the-news-the-dow-saw-war-while-nasdaq-saw-a-dip-oracle-tests-ai-spend-tomorrow-spacex-boo2026-07-30T01:16:48.880Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1aa1d2f8-b6ea-4644-b629-a42114f3a263/image.png?t=1781004975Apple Sold the News | The Dow Saw War While Nasdaq Saw a Dip | Oracle Tests AI Spend Tomorrow | SpaceX Books Close Thursday https://www.financialmarkets.com/article/the-selloff-that-couldn-t-sit-still2026-07-30T01:16:49.527Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/23719e71-6eab-4f74-bb42-2d753ea060a7/image.png?t=1781116780The selloff that couldn't sit still https://www.financialmarkets.com/article/chips-took-friday-back-iran-reopened-the-war-saylor-reversed-the-btc-trade2026-07-30T01:16:50.181Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/055a2c2c-f680-4052-8147-01d7160fbe8b/image.png?t=1780961206Chips Took Friday Back. Iran Reopened the War. Saylor Reversed the BTC Trade. https://www.financialmarkets.com/article/chips-bounced-marvell-joining-s-p-500-apple-needs-to-deliver2026-07-30T01:16:50.860Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bbaaa78d-b384-4590-83e2-f9561b8333a2/image.png?t=1780960922Chips Bounced | Marvell Joining S&P 500 | Apple Needs to Deliver https://www.financialmarkets.com/article/chips-bounce-apple-slides-at-wwdc-spacex-demand-wobbles-the-shocks-paused-the-test-did-not2026-07-30T01:16:51.518Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6d48e41c-ce96-4b76-b019-189a6410cc2e/image.png?t=1780953121Chips Bounce | Apple Slides at WWDC | SpaceX Demand Wobbles | The Shocks Paused, the Test Did Not https://www.financialmarkets.com/article/trump-intervened-index-flips-profits-halved2026-07-30T01:16:52.198Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/89d8439f-9aa7-4161-8f04-651bc80f1815/image.png?t=1780952746Trump Intervened | Index Flips | Profits Halved https://www.financialmarkets.com/article/passive-money-arrives-google-backs-intel-weight-loss-leap2026-07-30T01:16:52.841Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/03cb0e55-834d-494c-9156-1298fc6980a0/image.png?t=1780951887Passive Money Arrives | Google Backs Intel | Weight Loss Leap https://www.financialmarkets.com/article/iran-hit-israel-oil-hit-97-bitcoin-bounced-the-week-that-decides-everything-begins2026-07-30T01:16:55.002Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3bf04f8c-67e0-4199-b85b-d7c89c963527/image.png?t=1780926057Iran Hit Israel. Oil Hit $97. Bitcoin Bounced. The Week That Decides Everything Begins. https://www.financialmarkets.com/article/truce-ends-goldman-pulls-cuts-apple-must-deliver2026-07-30T01:16:55.718Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1fcbc1a5-a760-4a81-a6fb-d981144841f9/image.png?t=1780925747Truce Ends | Goldman Pulls Cuts | Apple Must Deliver https://www.financialmarkets.com/article/ceasefire-breaks-in-four-days-oil-tops-95-futures-extend-the-selloff-the-cpi-that-carries-both-shock2026-07-30T01:16:56.433Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d47a57af-61ad-4109-b5f5-182d385d3968/image.png?t=1780922251Ceasefire Breaks in Four Days | Oil Tops $95 | Futures Extend the Selloff | The CPI That Carries Both Shocks https://www.financialmarkets.com/article/iran-said-no-deal-israel-said-no-permission-needed2026-07-30T01:16:57.211Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/896185e3-2595-41f7-a12d-40b2983d18cd/image.png?t=1780921958Iran Said No Deal. Israel Said No Permission Needed. https://www.financialmarkets.com/article/seoul-triggers-a-circuit-breaker-iran-fires-into-the-ceasefire-the-nfp-that-killed-the-cut-spacex-pr2026-07-30T01:16:57.988Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/65f106ad-46d2-4d78-aa57-7de27b2dd53d/image.png?t=1780921333Seoul Triggers a Circuit Breaker | Iran Fires Into the Ceasefire | The NFP That Killed the Cut | SpaceX Prices Thursday https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-f0c72026-07-30T01:16:58.682Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1b69819c-2088-4d6e-bbc9-8fb34b195ad1/image.png?t=1780778170Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-jobs-number-landed-cpi-gets-the-last-word2026-07-30T01:16:59.363Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9863c157-f919-47a8-a962-993ffb2479b9/image.png?t=1780776293The Jobs Number Landed. CPI Gets the Last Word. https://www.financialmarkets.com/article/five-questions-that-decide-whether-last-week-was-a-warning-or-a-bottom2026-07-30T01:17:00.098Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/67457c2e-8e42-41da-b6d6-06e4d597cdfd/image.png?t=1780778531Five Questions That Decide Whether Last Week Was a Warning or a Bottom https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-b52a2026-07-30T01:17:01.762Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5d67e0ad-3174-4779-ac92-a5fa378433c5/image.png?t=1780776511TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/five-reads-that-set-the-table-for-june-162026-07-30T01:17:01.059Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c54b118d-2b84-4c00-9dd9-9e4154febd92/image.png?t=1780777781Five Reads That Set the Table for June 16. https://www.financialmarkets.com/article/financial-market-news-saturday-review-18862026-07-30T01:17:02.528Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d56bf482-cf45-45c9-a820-527abca63573/image.png?t=1780696284Financial Market News | Saturday Review https://www.financialmarkets.com/article/weekly-market-signals-94632026-07-30T01:17:03.292Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8a7cd9e3-2893-44be-a6c5-07fa57b9750e/image.png?t=1780697197Weekly Market Signals https://www.financialmarkets.com/article/the-week-ai-proved-it-could-hold-the-market-together2026-07-30T01:17:04.024Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9dcf77b9-f7c8-41de-ac23-4ad145536b6d/image.png?t=1780697549The Week AI Proved It Could Hold the Market Together https://www.financialmarkets.com/article/six-assumptions-the-market-can-no-longer-make2026-07-30T01:17:04.676Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0d43f41a-693b-4b7c-aa43-f5586ee53bde/image.png?t=1780695895Six Assumptions the Market Can No Longer Make. https://www.financialmarkets.com/article/traders-quants-saturday-recap-b66b2026-07-30T01:17:05.332Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f31984a6-07d1-4faa-a84c-3d78a8b6d6a0/image.png?t=1780695292TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/payrolls-revived-the-hike-debate-ai-lost-1-trillion-bitcoin-fell-again2026-07-30T01:17:05.953Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/97488cf5-e9ae-4e0a-96e4-32c5826a2455/image.png?t=1780698904Payrolls Revived the Hike Debate. AI Lost $1 Trillion. Bitcoin Fell Again. https://www.financialmarkets.com/article/jobs-doubled-rate-hike-odds-hit-70-nine-week-record-ended2026-07-30T01:17:06.660Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8f66e64e-03fd-4d84-ab71-7a42e000ec27/image.png?t=1780695642Jobs Doubled | Rate Hike Odds Hit 70% | Nine Week Record Ended https://www.financialmarkets.com/article/payrolls-break-the-rotation-nasdaq-sinks-spacex-waits-the-cut-trade-that-died-again2026-07-30T01:17:07.377Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a8e90c2a-1ec5-4e0a-9723-ee9a2d66a9e8/image.png?t=1780694838Payrolls Break the Rotation | Nasdaq Sinks | SpaceX Waits | The Cut Trade That Died Again https://www.financialmarkets.com/article/jobs-miss-on-wages-roadshow-closes-token-bills-arrive2026-07-30T01:17:08.111Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a5bde1da-0e94-4088-a769-10b1993d0b07/image.png?t=1780694475Jobs Miss on Wages | Roadshow Closes | Token Bills Arrive https://www.financialmarkets.com/article/token-costs-surge-apple-bets-gemini-payrolls-surprise2026-07-30T01:17:08.870Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7ce3f255-7ffd-4a0b-b58f-16fcf1177bcb/image.png?t=1780694224Token Costs Surge | Apple Bets Gemini | Payrolls Surprise https://www.financialmarkets.com/article/bitcoin-s-worst-week-since-ftx-payrolls-surged-spacex-lists-in-seven-days2026-07-30T01:17:09.520Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/197d4039-1c9f-48d9-a82d-67b500cd239c/image.png?t=1780667174Bitcoin's Worst Week Since FTX. Payrolls Surged. SpaceX Lists in Seven Days. https://www.financialmarkets.com/article/spacex-stands-alone-payrolls-double-consensus-gas-hits-5-path2026-07-30T01:17:10.297Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/673e7ea6-5cf3-4f55-a465-785c65c6d7d7/image.png?t=1780666855SpaceX Stands Alone | Payrolls Double Consensus | Gas Hits $5 Path https://www.financialmarkets.com/article/payrolls-today-spacex-roadshow-launches-lululemon-cracks-the-print-that-decides-the-rotation2026-07-30T01:17:11.067Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a09709ef-6d59-4b36-a9e2-483a7d5cfea5/image.png?t=1780660774Payrolls Today | SpaceX Roadshow Launches | Lululemon Cracks | The Print That Decides the Rotation https://www.financialmarkets.com/article/rebuild-the-spacex-demand-model-before-june-122026-07-30T01:17:11.740Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7ec5b117-7174-4e78-b208-b4793e184ac8/image.png?t=1780660465Rebuild the SpaceX Demand Model Before June 12 https://www.financialmarkets.com/article/payrolls-at-8-30-broadcom-drops-dow-records-healthcare-leads-the-rotation-lululemon-s-tariff-bill-ar2026-07-30T01:17:13.267Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c7051e4b-952a-4a54-a826-e825741d19fd/image.png?t=1780660031Payrolls at 8:30 | Broadcom Drops, Dow Records | Healthcare Leads the Rotation | Lululemon's Tariff Bill Arrives https://www.financialmarkets.com/article/the-dow-bought-peace-nasdaq-sold-chips-bitcoin-lost-the-bid2026-07-30T01:17:15.378Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/29313faf-311e-4302-916d-e19885072728/image.png?t=1780616851The Dow Bought Peace. Nasdaq Sold Chips. Bitcoin Lost the Bid. https://www.financialmarkets.com/article/rotation-got-loud-broadcom-lost-340-billion-jobless-claims-4-month-high2026-07-30T01:17:16.384Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/008de242-101a-4639-8d55-4f73a28967e9/image.png?t=1780611057Rotation Got Loud | Broadcom Lost $340 Billion | Jobless Claims 4-Month High https://www.financialmarkets.com/article/dow-rotation-broadcom-breaks-the-bar-bitcoin-cracks-the-rally-that-changed-leaders2026-07-30T01:17:17.434Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b2c41899-5631-4940-9b62-0055c5650933/image.png?t=1780609516Dow Rotation | Broadcom Breaks the Bar | Bitcoin Cracks | The Rally That Changed Leaders https://www.financialmarkets.com/article/the-largest-credit-fund-hit-the-gate-roadshow-opens-labor-softens2026-07-30T01:17:18.292Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b2b6c4ba-ab63-4643-8eff-6bd8ba99ff31/image.png?t=1780606056The Largest Credit Fund Hit the Gate | Roadshow Opens | Labor Softens https://www.financialmarkets.com/article/credit-cracks-widen-sector-faces-test-jobs-matter-most-ai-stocks-cool2026-07-30T01:17:19.069Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a82063da-d19b-40f1-82ec-d500813889f1/image.png?t=1780605668Credit Cracks Widen | Sector Faces Test | Jobs Matter Most | AI Stocks Cool https://www.financialmarkets.com/article/broadcom-missed-the-bar-bitcoin-hit-63-000-the-ai-trade-is-taking-a-breath2026-07-30T01:17:19.783Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/26f299f5-c2e3-4a82-bc98-24242c795233/image.png?t=1780580210Broadcom Missed the Bar. Bitcoin Hit $63,000. The AI Trade Is Taking a Breath. https://www.financialmarkets.com/article/spacex-sets-terms-ai-expectations-reset-cyber-gains-priced2026-07-30T01:17:20.541Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d01bbf43-6fbd-4f00-9e5e-70fbef70b5f8/image.png?t=1780576432SpaceX Sets Terms | AI Expectations Reset | Cyber Gains Priced https://www.financialmarkets.com/article/stress-test-your-rate-position-before-june-162026-07-30T01:17:21.272Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4bdeb303-883e-4fd0-9948-4960bfd110af/image.png?t=1780575300Stress-Test Your Rate Position Before June 16 https://www.financialmarkets.com/article/iran-strikes-kuwait-oil-tops-95-broadcom-stumbles-after-hours-the-data-that-locked-the-fed2026-07-30T01:17:22.243Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2084271c-c844-4e5f-9061-450afeb83a90/image.png?t=1780576100Iran Strikes Kuwait | Oil Tops $95 | Broadcom Stumbles After Hours | The Data That Locked the Fed https://www.financialmarkets.com/article/alphabet-s-80b-raise-chips-surge-crypto-breaks-broadcom-reports-tonight-the-rotation-gets-a-name-12026-07-30T01:17:22.972Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/730ed099-a2bc-43b9-ad47-44ada84a3086/image.png?t=1780574264Broadcom Beats, Gets Sold | Streak Snaps at Nine | Kuwait Airport Hit | The Trillion-Dollar Passive Sign https://www.financialmarkets.com/article/broadcom-ai-quarter-strong-expectations-stronger2026-06-04T10:06:50.931Zweekly0.7/articles/broadcom-q2-fy2026-ai-chips.jpgBroadcom's AI Quarter Was Strong. The Stock Showed Expectations Were Stronger. https://www.financialmarkets.com/article/crowdstrike-ai-security-bet-first-real-test2026-06-04T10:04:55.467Zweekly0.7/articles/crowdstrike-q1-fy2026-ai-security.jpgCrowdStrike's AI Security Bet Faces Its First Real Test https://www.financialmarkets.com/article/the-win-streak-ended-private-credit-cracked-bitcoin-held-65-0002026-07-30T01:17:23.732Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fc93cec6-b68d-4c06-9ee2-5d425368bbc4/image.png?t=1780526569The Win Streak Ended. Private Credit Cracked. Bitcoin Held $65,000. https://www.financialmarkets.com/article/private-credit-spreading-spacex-price-iran-fired-its-largest-salvo-yet2026-07-30T01:17:24.448Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f16ca80d-1978-4856-a775-c436faf4708a/image.png?t=1780525589Private Credit Spreading | SpaceX Price | Iran Fired Its Largest Salvo Yet https://www.financialmarkets.com/article/data-clears-the-bar-iran-hits-kuwait-private-credit-cracks-the-invoice-grew2026-07-30T01:17:25.147Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bf11d947-d8d1-4300-a883-79b5604e7018/image.png?t=1780519159Data Clears the Bar | Iran Hits Kuwait | Private Credit Cracks | The Invoice Grew https://www.financialmarkets.com/article/credit-spills-over-global-stagflation-grok-stumbles2026-07-30T01:17:25.859Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e38f84d7-f396-46ef-8e1e-ace86a923e71/image.png?t=1780518822Credit Spills Over | Global Stagflation | Grok Stumbles https://www.financialmarkets.com/article/xai-hiring-freeze-credit-stress-spreads-oecd-sees-inflation2026-07-30T01:17:26.545Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d60e0466-ec94-4113-a90b-44fd61bd893a/image.png?t=1780518421xAI Hiring Freeze | Credit Stress Spreads | OECD Sees Inflation https://www.financialmarkets.com/article/iran-hit-kuwait-oil-hit-98-bitcoin-hit-65-0002026-07-30T01:17:27.264Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c8509328-4fe6-42c2-a8ca-0d4646686cbe/image.png?t=1780493065Iran Hit Kuwait. Oil Hit $98. Bitcoin Hit $65,000. https://www.financialmarkets.com/article/spacex-roadshow-live-warsh-reform-cyber-demand-wins2026-07-30T01:17:28.432Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bf147d84-f7c0-43dd-8f5a-0acfc7b4349c/image.png?t=1780493853SpaceX Roadshow Live | Warsh Reform | Cyber Demand Wins https://www.financialmarkets.com/article/name-which-june-16-input-just-changed2026-07-30T01:17:29.130Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c5992b74-efb2-4876-b7bc-1bf76363bbee/image.png?t=1780489699Name Which June 16 Input Just Changed https://www.financialmarkets.com/article/oil-breaks-95-spacex-sets-75b-roadshow-polymarket-s-286m-dispute-the-data-the-fed-can-t-dodge2026-07-30T01:17:29.888Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/906fb105-29e3-4dd8-8b59-23e3540628df/image.png?t=1780490176Oil Breaks $95 | SpaceX Sets $75B Roadshow | Polymarket's $286M Dispute | The Data the Fed Can't Dodge https://www.financialmarkets.com/article/alphabet-s-80b-raise-chips-surge-crypto-breaks-broadcom-reports-tonight-the-rotation-gets-a-name2026-07-30T01:17:30.748Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c15ce864-fab8-4980-a90d-331a0fd126f3/image.png?t=1780489289Alphabet's $80B Raise | Chips Surge, Crypto Breaks | Broadcom Reports Tonight | The Rotation Gets a Name https://www.financialmarkets.com/article/palo-alto-q1-fy2026-ai-security-became-urgent2026-06-03T11:44:39.912Zweekly0.7/articles/palo-alto-q1-fy2026-ai-security.jpgPalo Alto's Quarter Was About One Thing: AI Security Just Became Urgent https://www.financialmarkets.com/article/nvidia-took-the-pc-bitcoin-lost-70-000-iran-talks-stayed-alive2026-07-30T01:17:31.564Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d1b3a913-90f3-47d5-b5dc-5a5e377c72cf/image.png?t=1780442681Nvidia Took the PC. Bitcoin Lost $70,000. Iran Talks Stayed Alive. https://www.financialmarkets.com/article/next-trillion-dollar-company-alphabet-80-billion-fed-done-waiting2026-07-30T01:17:32.298Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4baa4021-f85b-4731-8aa4-c2abd0b240d8/image.png?t=1780438312Next Trillion-Dollar Company | Alphabet $80 Billion | Fed Done Waiting https://www.financialmarkets.com/article/anthropic-files-ai-carries-the-tape-oil-holds-the-risk-the-proof-still-has-to-land2026-07-30T01:17:32.990Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c0e436af-b2e6-483d-974e-21bcd0c3d177/image.png?t=1780433981Anthropic Files | AI Carries the Tape | Oil Holds the Risk | The Proof Still Has to Land https://www.financialmarkets.com/article/morningstar-780b-credit-legal-gas-on-credit2026-07-30T01:17:33.679Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9cd082f1-5d0d-4f1a-bdff-c10b243c673f/image.png?t=1780433657Morningstar $780B | Credit Legal | Gas on Credit https://www.financialmarkets.com/article/spacex-valuation-marvell-surge-market-warning2026-07-30T01:17:35.089Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c3d244b6-f481-428a-98fa-025ac8f13f92/image.png?t=1780432878SpaceX Valuation | Marvell Surge | Market Warning https://www.financialmarkets.com/article/iran-threatened-hormuz-alphabet-raised-80-billion-bitcoin-broke-70-0002026-07-30T01:17:37.604Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/388a77c8-7d59-43ab-b4d9-8dc1240da5f8/image.png?t=1780409957Iran Threatened Hormuz. Alphabet Raised $80 Billion. Bitcoin Broke $70,000. https://www.financialmarkets.com/article/ai-ipo-berkshire-bet-hpe-confirms-demand2026-07-30T01:17:38.378Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8c243cd5-ae87-4aff-870e-7d4b1ca70779/image.png?t=1780401345AI IPO | Berkshire Bet | HPE Confirms Demand https://www.financialmarkets.com/article/hewlett-packard-proves-ai-demand-ism-prices-stay-hot-iran-talks-whipsaw-the-cost-the-rally-hasn-t-pr2026-07-30T01:17:39.097Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/15e46b73-31b8-44de-9e80-2eda01fc6ca0/image.png?t=1780401079Hewlett Packard Proves AI Demand | ISM Prices Stay Hot | Iran Talks Whipsaw | The Cost the Rally Hasn't Priced https://www.financialmarkets.com/article/iran-talks-collapse-hpe-proves-the-ai-spend-ism-prices-won-t-quit-the-exuberance-question2026-07-30T01:17:39.804Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/98139e9e-f532-4d1b-98eb-6748170d770e/image.png?t=1780400615Iran Talks Collapse | HPE Proves the AI Spend | ISM Prices Won't Quit | The Exuberance Question https://www.financialmarkets.com/article/name-your-ai-funding-assumption-before-june-42026-07-30T01:17:40.548Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/04077027-0979-4c4d-a61f-d283fa7b5c36/image.png?t=1780400289Name Your AI Funding Assumption Before June 4 https://www.financialmarkets.com/article/s-p-catches-a-breath-the-stories-don-t2026-07-30T01:17:41.195Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/db5dc603-c895-46bd-99c5-be3f900c05b5/image.png?t=1781119104S&P catches a breath. The stories don't. https://www.financialmarkets.com/article/ai-took-monday-oil-took-some-back-crypto-stayed-outside2026-07-30T01:17:41.879Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4d35954c-d086-4650-a960-b66ed1b2beea/image.png?t=1780356530AI Took Monday. Oil Took Some Back. Crypto Stayed Outside. https://www.financialmarkets.com/article/iran-fired-missiles-nvidia-disrupted-the-pc-market-bet-on-housing2026-07-30T01:17:42.528Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8deb846a-da4f-466f-829d-3fdf9dc2f451/image.png?t=1780354198Iran Fired Missiles | Nvidia Disrupted the PC Market | Bet on Housing https://www.financialmarkets.com/article/ai-buys-the-week-oil-reclaims-risk-anthropic-files-the-data-that-has-to-confirm-the-money2026-07-30T01:17:43.340Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c9c62994-7baa-405b-8770-7f72cab51cf9/image.png?t=1780346942AI Buys the Week | Oil Reclaims Risk | Anthropic Files | The Data That Has to Confirm the Money https://www.financialmarkets.com/article/the-am-framework-didn-t-survive-the-afternoon2026-07-30T01:17:44.051Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f6537a9e-e183-44a3-a81b-395e7a7093e8/image.png?t=1780346389The AM Framework Didn't Survive the Afternoon https://www.financialmarkets.com/article/oil-escalation-ai-chip-launch-saas-repricing2026-07-30T01:17:44.812Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0ab449c5-0d0d-4b39-bf8f-add88ca61fb9/image.png?t=1780346095Oil Escalation | AI Chip Launch | SaaS Repricing https://www.financialmarkets.com/article/the-ai-trade-hit-overdrive-bitcoin-missed-the-rally-spacex-lists-in-11-days2026-07-30T01:17:45.511Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4323b742-ed2b-4a0f-b773-f6932035bda6/image.png?t=1780320622The AI Trade Hit Overdrive. Bitcoin Missed the Rally. SpaceX Lists in 11 Days. https://www.financialmarkets.com/article/nvidia-loophole-powell-warning-shot-cook-case-looms2026-07-30T01:17:46.254Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/57a2430c-21fd-489a-925e-371995beb9ae/image.png?t=1780320256Nvidia Loophole | Powell Warning Shot | Cook Case Looms https://www.financialmarkets.com/article/softbank-bets-75b-on-ai-berkshire-buys-housing-oil-climbs-again-the-proof-that-hasn-t-arrived2026-07-30T01:17:47.068Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e64f4084-5cec-4a52-99de-2cc682399b0e/image.png?t=1780315851SoftBank Bets €75B on AI | Berkshire Buys Housing | Oil Climbs Again | The Proof That Hasn't Arrived https://www.financialmarkets.com/article/your-rate-model-may-use-the-wrong-ruler2026-07-30T01:17:47.719Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4cad0e94-4f2e-459c-8b42-24a601540046/image.png?t=1780315173Your Rate Model May Use the Wrong Ruler https://www.financialmarkets.com/article/dell-resets-the-ai-trade-iran-deal-unsigned-computex-opens-payrolls-loom2026-07-30T01:17:48.494Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a57144dc-f512-4f62-800e-0a9875247986/image.png?t=1780314673Dell Resets the AI Trade | Iran Deal Unsigned | Computex Opens | Payrolls Loom https://www.financialmarkets.com/article/greg-abel-s-first-week-is-a-masterclass-in-deployment2026-07-30T01:17:49.270Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/40a1a3c4-9dd5-43d9-ad15-4473107f127f/image.png?t=1781119740Greg Abel's first week is a masterclass in deployment https://www.financialmarkets.com/article/the-week-relief-has-to-deliver2026-07-30T01:17:49.954Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/717bfcd2-9d58-49a1-a714-1f53d6889d98/image.png?t=1780099603The Week Relief Has to Deliver https://www.financialmarkets.com/article/the-week-that-chooses-the-next-narrative2026-07-30T01:17:50.646Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d8b735ec-2c82-4a33-822e-1e61ba975212/image.png?t=1780098433The Week That Chooses the Next Narrative https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-31442026-07-30T01:17:51.567Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3aa33773-d1da-4dfe-a8aa-5d942b8d22c1/image.png?t=1780089103Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/five-reads-that-force-the-fed-s-hand2026-07-30T01:17:54.179Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a5577e71-7630-4f2d-a193-c20b6b3bba57/image.png?t=1780088374Five Reads That Force the Fed's Hand https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-bca62026-07-30T01:17:54.888Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/409dffb2-119a-4bcf-b66f-9e35b4f937fb/image.png?t=1780090489TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/financial-market-news-saturday-review-bc3c2026-07-30T01:17:55.650Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6eb52320-c6f6-4e76-90ad-2b3dce20b6db/image.png?t=1780086749Financial Market News | Saturday Review https://www.financialmarkets.com/article/the-week-the-rally-bought-relief-before-delivery2026-07-30T01:17:56.340Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f4fbbfb-5041-4798-90c6-8ffe9ccf2bbf/image.png?t=1780099445The Week the Rally Bought Relief Before Delivery https://www.financialmarkets.com/article/six-things-the-market-learned-this-week2026-07-30T01:17:57.007Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c598ad1a-3c60-4256-b017-5ecbfe47b74c/image.jpeg?t=1780097892Six Things the Market Learned This Week https://www.financialmarkets.com/article/traders-quants-saturday-recap-cce32026-07-30T01:17:59.291Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ce5d951e-8a83-40d3-a0d8-cb9abd8b11c4/image.png?t=1780090148TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/records-above-six-reprices-below2026-07-30T01:18:00.161Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/07ce4af6-6315-4b1b-87c0-5de4376f7b6e/image.png?t=1780088029Records Above. Six Reprices Below. https://www.financialmarkets.com/article/oil-priced-the-deal-dell-priced-the-buildout-crypto-priced-the-fight2026-07-30T01:18:00.994Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ac66512d-2897-492d-af5e-650f08d6338b/image.jpeg?t=1780097154Oil Priced the Deal. Dell Priced the Buildout. Crypto Priced the Fight. https://www.financialmarkets.com/article/records-broken-ai-agents-now-trade-your-money-solar-best-month2026-07-30T01:18:01.664Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1fd1961b-e888-45d0-a1f1-94c1dd504531/image.png?t=1780089862Records Broken | AI Agents Now Trade Your Money | Solar Best Month https://www.financialmarkets.com/article/dell-clears-the-ai-bar-oil-s-worst-month-since-2020-spacex-sets-the-next-test-the-backlog-that-can-t2026-07-30T01:18:02.511Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f7b763d1-24aa-4154-96a4-870ff41a2352/image.png?t=1780089379Dell Clears the AI Bar | Oil’s Worst Month Since 2020 | SpaceX Sets the Next Test | The Backlog That Can’t Ship https://www.financialmarkets.com/article/tax-drag-36-oil-clock-usmca-gap2026-07-30T01:18:03.218Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/135010e3-91a1-432e-8ee1-7245362e33b3/image.png?t=1780087590Tax Drag 36% | Oil Clock | USMCA Gap https://www.financialmarkets.com/article/dollar-stores-win-us-content-push-realtor-exit-wave-inflation-standoff2026-07-30T01:18:03.891Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2f583f4d-698b-469e-82dd-7bd35c8126bf/image.png?t=1780086354Dollar Stores Win | US Content Push | Realtor Exit Wave | Inflation Standoff https://www.financialmarkets.com/article/deal-hopes-hold-ai-keeps-leading-bitcoin-still-lags2026-07-30T01:18:05.193Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/22b89e9a-c9e5-4ad8-8a0b-2504dec0993a/image.png?t=1780057619Deal Hopes Hold. AI Keeps Leading. Bitcoin Still Lags. https://www.financialmarkets.com/article/anthropic-tops-openai-dell-explodes-debt-burden-climbs-rocket-explodes2026-07-30T01:18:05.931Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/130dc95a-1a2f-4ed6-9ea8-b048aa8e62dd/image.png?t=1780057060Anthropic Tops OpenAI | Dell Explodes | Debt Burden Climbs | Rocket Explodes https://www.financialmarkets.com/article/dell-surges-on-ai-demand-deal-awaits-trump-consumer-splits-three-ways-the-backlog-that-can-t-ship2026-07-30T01:18:06.646Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ed63da77-51cb-4a6b-895c-b16361de870a/image.png?t=1780056823Dell Surges on AI Demand | Deal Awaits Trump | Consumer Splits Three Ways | The Backlog That Can't Ship https://www.financialmarkets.com/article/check-your-ai-position-against-dell-s-margin-line2026-07-30T01:18:07.427Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7356faf8-a6b1-45cf-9a8d-ec540df52d0d/image.png?t=1780056780Check Your AI Position Against Dell's Margin Line https://www.financialmarkets.com/article/dell-breaks-the-ai-ceiling-ceasefire-unsigned-pce-hits-a-three-year-high-snowflake-kills-the-saas-ob2026-07-30T01:18:08.198Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c0806b06-de4a-479d-a999-ae64b4808e28/image.png?t=1780056736Dell Breaks the AI Ceiling | Ceasefire Unsigned | PCE Hits a Three-Year High | Snowflake Kills the SaaS Obituary https://www.financialmarkets.com/article/records-held-oil-whipsawed-bitcoin-stayed-weak2026-07-30T01:18:08.985Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/87418e0e-a6ef-497f-95be-2be15ae3c49c/image.jpeg?t=1780008910Records Held. Oil Whipsawed. Bitcoin Stayed Weak. https://www.financialmarkets.com/article/pce-came-in-axios-says-deal-is-done-ceo-confidence-just-collapsed2026-07-30T01:18:09.707Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/774ecabd-b71d-454e-950a-b4e2fe730a6f/image.png?t=1780008054PCE Came In | Axios Says Deal Is Done | CEO Confidence Just Collapsed https://www.financialmarkets.com/article/pce-softens-records-return-deal-still-waits-the-relief-the-data-can-t-finish2026-07-30T01:18:10.358Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e6ddb724-6203-485f-b553-228be8bbce59/image.png?t=1780000791PCE Softens | Records Return | Deal Still Waits | The Relief the Data Can’t Finish https://www.financialmarkets.com/article/two-feds-fight-tesla-exposed-gdp-slips-merger-freeze-rails-blocked2026-07-30T01:18:11.124Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/74244a3a-5a8f-46f6-bbc5-c7132c0d32b9/image.png?t=1780000458Two Feds Fight | Tesla Exposed | GDP Slips | Merger Freeze | Rails Blocked https://www.financialmarkets.com/article/fed-is-arguing-publicly-tesla-questioned-inflation-persists2026-07-30T01:18:11.780Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/446c2272-dc96-4f13-bb70-3e99f226f414/image.png?t=1780001813Fed Is Arguing Publicly | Tesla Questioned | Inflation Persists https://www.financialmarkets.com/article/ceasefire-headlines-fade-oil-rebounds-bitcoin-breaks-lower2026-07-30T01:18:12.789Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/46b694af-ecd3-427b-90ae-545ad92ffea2/image.png?t=1779972346Ceasefire Headlines Fade. Oil Rebounds. Bitcoin Breaks Lower. https://www.financialmarkets.com/article/meta-s-ai-bill-arrives-snowflake-benefits-the-auto-market-shrinks2026-07-30T01:18:13.536Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4a5aec24-fa41-4ba9-93e7-569ac7f40485/image.png?t=1779971956Meta's AI Bill Arrives | Snowflake Benefits | The Auto Market Shrinks https://www.financialmarkets.com/article/strikes-reverse-the-oil-trade-stagflation-odds-surge-snowflake-s-6b-aws-bet-the-ceasefire-the-market2026-07-30T01:18:14.938Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c3996b99-7972-47a5-953a-d8ba464b4eaa/image.png?t=1779971600Strikes Reverse the Oil Trade | Stagflation Odds Surge | Snowflake's $6B AWS Bet | The Ceasefire the Market Already Spent https://www.financialmarkets.com/article/iran-strikes-reset-the-oil-clock-pce-meets-a-war-premium-snowflake-s-6b-aws-bet-dell-s-backlog-on-tr2026-07-30T01:18:15.700Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8a77816a-369d-4292-a826-1a04509a5001/image.png?t=1779970422Iran Strikes Reset the Oil Clock | PCE Meets a War Premium | Snowflake's $6B AWS Bet | Dell's Backlog on Trial https://www.financialmarkets.com/article/stress-test-your-software-exit-multiple-today2026-07-30T01:18:16.339Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b962c74d-91c3-475e-986d-bae2988f6dba/image.png?t=1779971077Stress-Test Your Software Exit Multiple Today https://www.financialmarkets.com/article/oil-fell-ai-held-bitcoin-didn-t2026-07-30T01:18:16.993Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9d2d2c7e-edca-4d56-b824-758ddd20fcc7/image.png?t=1779922192Oil Fell. AI Held. Bitcoin Didn’t. https://www.financialmarkets.com/article/zscaler-oil-dropped-software-s-last-stand-russell-record2026-07-30T01:18:17.788Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/929d95b2-4b08-4978-8426-51b452bfd05b/image.png?t=1779920761Zscaler | Oil Dropped | Software's Last Stand | Russell Record https://www.financialmarkets.com/article/oil-breaks-lower-records-hold-prediction-markets-split-the-recovery-the-headline-can-t-deliver2026-07-30T01:18:18.458Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eb31c777-12e7-47fb-9ae7-d615a079df37/image.png?t=1779920387Oil Breaks Lower | Records Hold | Prediction Markets Split | The Recovery the Headline Can’t Deliver https://www.financialmarkets.com/article/goldman-s-8k-ford-s-pivot-robinhood-s-agents2026-07-30T01:20:01.585Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0ee470dd-d06d-4362-a80a-5ef9c9a5c9d4/image.png?t=1779912434Goldman's 8K | Ford's Pivot | Robinhood's Agents https://www.financialmarkets.com/article/goldman-sees-8-000-ford-s-ai-energy-pivot-robinhood-ai-trading2026-07-30T01:20:02.545Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7be9e9a7-3e56-461f-99cc-228ca077962d/image.png?t=1779912859Goldman Sees 8,000 | Ford's AI Energy Pivot | Robinhood AI Trading https://www.financialmarkets.com/article/three-chip-giants-above-1t-oil-markets-split-china-consumers-stall2026-07-30T01:20:03.452Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1b34fe83-2a8b-4d13-ab23-ab022dd9d03d/image.png?t=1779882640Three Chip Giants Above $1T | Oil Markets Split | China Consumers Stall https://www.financialmarkets.com/article/futures-rise-again-oil-breaks-below-91-consumer-confidence-flags-war-inflation-the-earnings-test-pce2026-07-30T01:20:04.762Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/24df2a52-4e15-4166-8292-09ec9267ba7a/image.png?t=1779883921Futures Rise Again | Oil Breaks Below $91 | Consumer Confidence Flags War Inflation | The Earnings Test PCE Can't Rewrite https://www.financialmarkets.com/article/ai-keeps-winning-rates-keep-testing-bitcoin-keeps-fighting2026-07-30T01:20:04.105Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e17c913-6295-4fbc-bde4-b6fed5dbe254/image.png?t=1779882985AI Keeps Winning. Rates Keep Testing. Bitcoin Keeps Fighting. https://www.financialmarkets.com/article/micron-s-trillion-zscaler-beats-drops-a-fifth-consumer-confidence-fades-again-salesforce-faces-the-a2026-07-30T01:20:05.408Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ef505fcb-cb2c-4a8e-8cbb-e95cb6f37bca/image.png?t=1779883869Micron's Trillion | Zscaler Beats, Drops a Fifth | Consumer Confidence Fades Again | Salesforce Faces the AI Fork https://www.financialmarkets.com/article/test-your-chip-adjacent-marks-against-micron-s-1-trillion-print2026-07-30T01:20:06.196Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/be48d2e4-7863-4ce9-a8e2-83c59e04ddf9/image.png?t=1779881940Test Your Chip-Adjacent Marks Against Micron's $1 Trillion Print https://www.financialmarkets.com/article/ai-held-the-tape-oil-held-the-risk-bitcoin-lost-a-level2026-07-30T01:20:07.394Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a7282956-6a78-4b46-9907-56d74d79c0fe/image.png?t=1779835148AI Held the Tape. Oil Held the Risk. Bitcoin Lost A Level. https://www.financialmarkets.com/article/micron-hit-1-trillion-china-is-drawing-down-its-oil-consumer-is-breaking2026-07-30T01:20:08.400Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/38c2eeca-446b-4b00-a483-8ee8bcabeee3/image.png?t=1779833107Micron Hit $1 Trillion | China Is Drawing Down Its Oil | Consumer Is Breaking https://www.financialmarkets.com/article/hormuz-deal-lifts-stocks-oil-falls-pce-still-waits-the-calendar-polymarket-priced2026-07-30T01:20:08.924Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c181226b-cc96-45aa-bc46-743b999336f0/image.png?t=1779831028Hormuz Deal Lifts Stocks | Oil Falls | PCE Still Waits | The Calendar Polymarket Priced https://www.financialmarkets.com/article/micron-hits-1t-fed-loosens-bp-again-the-pentagon-bill2026-07-30T01:30:01.238Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7ee00a7b-c295-4f24-9ac2-79eb98339e65/image.png?t=1779830692Micron Hits $1T | Fed Loosens | BP Again | The Pentagon Bill https://www.financialmarkets.com/article/ferrari-s-first-ev-micron-sells-out-bp-spirals-again-fed-steps-back2026-07-30T01:30:02.281Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/598485d8-8880-4b44-b3ea-3f06d13b8677/image.png?t=1779830403Ferrari's First EV | Micron Sells Out | BP Spirals Again | Fed Steps Back https://www.financialmarkets.com/article/containment-trade-returns-oil-rebounds-bitcoin-still-waits2026-07-30T01:30:03.483Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4583787a-f243-4727-91db-070228f6bc68/image.png?t=1779801577Containment Trade Returns. Oil Rebounds. Bitcoin Still Waits. https://www.financialmarkets.com/article/spacex-tests-history-pope-targets-ai-power-bonds-challenge-stocks2026-07-30T01:30:04.258Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a228257e-e1a8-4dc8-bd7b-f68a4f7d2227/image.png?t=1779801259SpaceX Tests History | Pope Targets AI Power | Bonds Challenge Stocks https://www.financialmarkets.com/article/hormuz-deal-lifts-futures-oil-sinks-below-92-warsh-faces-a-hot-pce-the-calendar-polymarket-priced2026-07-30T01:30:06.205Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e4e3d9a0-edcf-4e9c-a308-aaee618bb10b/image.png?t=1779795641Hormuz Deal Lifts Futures | Oil Sinks Below $92 | Warsh Faces a Hot PCE | The Calendar Polymarket Priced https://www.financialmarkets.com/article/test-your-multifamily-marks-against-avalon-s-69b-verdict2026-07-30T01:30:07.877Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ed472e71-c9b3-47c3-9509-8a841e084760/image.png?t=1779795388Test Your Multifamily Marks Against Avalon's $69B Verdict https://www.financialmarkets.com/article/oil-prices-peace-centcom-strikes-anyway-warsh-inherits-a-war-economy-consumer-confidence-picks-the-t2026-07-30T01:30:08.701Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b67507be-5444-42bc-b338-84411cec19ae/image.png?t=1779796224Oil Prices Peace | CENTCOM Strikes Anyway | Warsh Inherits a War Economy | Consumer Confidence Picks the Timeline https://www.financialmarkets.com/article/the-sell-in-may-trade-meets-a-quarter-it-wasn-t-built-for2026-07-30T01:30:09.303Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4d419201-f6b3-42b9-b2f2-685f1cf73a35/image.png?t=1779711102The Sell-in-May Trade Meets a Quarter It Wasn't Built For https://www.financialmarkets.com/article/a-memorial-day-read-on-the-market-s-oldest-summer-trade2026-07-30T01:30:10.050Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/14a3ccde-1689-4100-a342-79de9791a17b/image.png?t=1779710136A Memorial Day Read on the Market's Oldest Summer Trade https://www.financialmarkets.com/article/a-memorial-day-read-on-the-market-s-oldest-summer-trade2026-07-30T01:30:10.926Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8b4523f8-f1c0-40a4-9be8-5c728f83c322/image.png?t=1779709672A Memorial Day Read on the Market's Oldest Summer Trade https://www.financialmarkets.com/article/sell-in-may-the-data-says-that-s-the-wrong-question2026-07-30T01:40:02.405Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2eb2bedf-ff80-414f-989d-c4e4f64bbe43/image.png?t=1779708873Sell in May? The Data Says That's the Wrong Question https://www.financialmarkets.com/article/the-oldest-summer-trade-on-the-calendar-history-says-not-so-fast2026-07-30T01:40:02.992Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9fda56db-3361-4039-995b-7d7adadbc458/image.png?t=1779707986The Oldest Summer Trade on the Calendar | History Says Not So Fast https://www.financialmarkets.com/article/the-data-week-warsh-cannot-dodge2026-07-30T01:40:04.632Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/025405b8-abb5-4450-b59d-8dd93e2b10c8/image.png?t=1779483922The Data Week Warsh Cannot Dodge https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-b3c92026-07-30T01:40:04.044Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b125d5a7-ad32-4051-bdfa-02edb7ff8e87/image.png?t=1779481272Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/five-numbers-that-will-tell-us-if-last-week-was-right2026-07-30T01:40:05.419Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4d208d1c-58e1-4702-a673-e431d0efc0ca/image.png?t=1779482225Five Numbers That Will Tell Us If Last Week Was Right https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-31b22026-07-30T01:40:05.862Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3bf2d526-647c-49c6-9420-ed5a72173bbc/image.png?t=1779478745TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/five-questions-that-will-define-the-roadshow-window2026-07-30T01:40:06.376Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/58ab38f8-3a84-41c3-8528-b040c36e57d8/image.png?t=1779479760Five Questions That Will Define the Roadshow Window https://www.financialmarkets.com/article/six-shifts-that-changed-the-market-s-math-last-week2026-07-30T01:40:06.991Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7f5b83dd-2a2c-44fe-ba17-90d8994f76fc/image.png?t=1779481860Six Shifts That Changed the Market's Math Last Week https://www.financialmarkets.com/article/weekly-market-signals-9b422026-07-30T01:40:07.470Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8943b353-cabd-400d-a24b-1195284b315b/image.png?t=1779483471Weekly Market Signals https://www.financialmarkets.com/article/traders-quants-saturday-recap-d8922026-07-30T01:40:08.045Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/de4d84d9-9b76-4b41-9f6f-9e84dba8a179/image.png?t=1779478471TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/financial-market-news-saturday-review-466d2026-07-30T01:50:01.145Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8e90e992-955d-41f0-a7c1-3c29b4aca2a6/image.png?t=1779480738Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-things-the-market-cannot-unlearn2026-07-30T01:50:01.896Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b47445ef-3734-478d-92a2-6d366e62df6b/image.png?t=1779479132Six Things the Market Cannot Unlearn. https://www.financialmarkets.com/article/warsh-took-the-oath-bitcoin-stayed-flat-spacex-pulled-capital-away2026-07-30T01:50:02.465Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/01ee3292-b11d-440f-b9c3-2d4457a24fe0/image.png?t=1779491112Warsh Took the Oath. Bitcoin Stayed Flat. SpaceX Pulled Capital Away. https://www.financialmarkets.com/article/warsh-sworn-in-hedge-fund-shorts-the-war-premium2026-07-30T01:50:03.541Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1e3a2810-aa7c-4a00-876f-52c861c116c9/image.png?t=1779484116Warsh Sworn In | Hedge Fund Shorts | The War Premium https://www.financialmarkets.com/article/khamenei-blocks-the-deal-spacex-files-the-concession-that-did-not-move2026-07-30T01:50:04.152Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/25362c33-a13d-419d-ad23-3d07048f5699/image.png?t=1779482938Khamenei Blocks the Deal | SpaceX Files | The Concession That Did Not Move https://www.financialmarkets.com/article/rate-hikes-return-workday-surprises-higher-saudi-uae-align2026-07-30T01:50:04.655Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/43a33445-2940-4f02-8820-d9b0f76610d8/image.png?t=1779480373Rate Hikes Return | Workday Surprises Higher | Saudi-UAE Align https://www.financialmarkets.com/article/warsh-sworn-in-hike-priced-gulf-shifts-rate-regime2026-07-30T01:50:05.167Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d8ccc871-d8d5-4a3d-8a50-ae4b48e76626/image.png?t=1779479884Warsh Sworn In | Hike Priced | Gulf Shifts | Rate Regime https://www.financialmarkets.com/article/warsh-takes-the-oath-openai-files-today-spacex-postponed-bitcoin-s-volatility-hit-a-seven-month-low2026-07-30T01:50:05.619Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b31cf4dc-b1d8-4124-99ca-4da0257216b9/image.png?t=1779456201Warsh Takes the Oath. OpenAI Files Today. SpaceX Postponed. Bitcoin's Volatility Hit a Seven-Month Low. https://www.financialmarkets.com/article/starship-problems-persist-consumer-stress-grows-ipos-face-regulations2026-07-30T01:50:06.206Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1f0e3dfb-c648-47f0-929f-5a42c316b67a/image.png?t=1779456026Starship Problems Persist | Consumer Stress Grows | IPOs Face Regulations https://www.financialmarkets.com/article/khamenei-blocks-the-key-concession-spacex-files-the-biggest-ipo-ever-fed-locks-at-zero-cuts-the-deal2026-07-30T01:50:06.875Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/76995bee-02e7-49ef-b8e6-d2d483fe4b51/image.png?t=1779450458Khamenei Blocks the Key Concession | SpaceX Files the Biggest IPO Ever | Fed Locks at Zero Cuts | The Deal the Rally Depends On https://www.financialmarkets.com/article/run-the-starship-assumption-before-june-42026-07-30T02:00:01.037Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/10f08281-6c37-4a9f-b0df-4160b89d928d/image.png?t=1779449790Run the Starship Assumption Before June 4 https://www.financialmarkets.com/article/walmart-shows-the-war-bill-2b-quantum-bet-uranium-directive-flips-oil-the-ai-trade-splits-in-two2026-07-30T02:00:02.640Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8002820e-1110-4ac2-a9ad-44d71b285dd3/image.png?t=1779449189Walmart Shows the War Bill | $2B Quantum Bet | Uranium Directive Flips Oil | The AI Trade Splits in Two https://www.financialmarkets.com/article/nvidia-delivered-walmart-warned-spacex-needs-everything-to-work-bitcoin-is-competing-with-ai-for-cap2026-07-30T02:00:03.360Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a10f27bd-d080-44a9-8b55-3e63da4b137f/image.png?t=1779402841Nvidia Delivered. Walmart Warned. SpaceX Needs Everything to Work. Bitcoin Is Competing With AI for Capital. https://www.financialmarkets.com/article/walmart-guidance-flat-philly-fed-collapsed-nvidia-fell-again2026-07-30T02:00:03.965Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f9fe9ac4-d9f0-4775-be5b-69aa07b2b6e1/image.png?t=1779402703Walmart Guidance Flat | Philly Fed Collapsed | Nvidia Fell Again https://www.financialmarkets.com/article/relief-rally-no-resolution-nvidia-fades-fed-split-widens2026-07-30T02:00:04.576Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/22d75449-0804-4ee6-8423-8b227d97608d/image.png?t=1779402550Relief Rally, No Resolution | Nvidia Fades | Fed Split Widens https://www.financialmarkets.com/article/consumers-buy-less-grok-trails-rivals-warsh-cornered2026-07-30T02:00:06.964Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dd92c728-3e81-4d9e-aace-685cb6c2d19c/image.png?t=1779397547Consumers Buy Less | Grok Trails Rivals | Warsh Cornered https://www.financialmarkets.com/article/tax-buffer-gone-pipeline-late-the-prospectus-meets-reality-reality-wins2026-07-30T02:00:08.069Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/70a49a3b-6d38-44f1-9b4c-8e962ba80e83/image.png?t=1779396993Tax Buffer Gone | Pipeline Late | The Prospectus Meets Reality. Reality Wins. https://www.financialmarkets.com/article/walmart-platform-story-margin-debate-q1-fy20272026-05-21T19:06:33.312Zweekly0.7/articles/walmart-q1-fy2027.jpgWalmart's Platform Story Keeps Growing. The Margin Debate Did Not Go Away. https://www.financialmarkets.com/article/nvidia-beat-samsung-averted-spacex-filed-openai-is-next-bitcoin-has-a-new-competitor-for-capital2026-07-30T02:00:08.733Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae4bd0dc-0436-4ea7-8396-bb9c155f30e0/image.png?t=1779368848Nvidia Beat. Samsung Averted. SpaceX Filed. OpenAI Is Next. Bitcoin Has a New Competitor for Capital. https://www.financialmarkets.com/article/nvidia-gives-up-china-spacex-files-s-1-ai-ipo-race2026-07-30T02:00:09.418Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/581fe097-834b-416d-99f9-b41695d375da/image.png?t=1779368752Nvidia Gives Up China | SpaceX Files S-1 | AI IPO Race https://www.financialmarkets.com/article/nvidia-beats-falls-fed-splits-8-4-oil-drops-below-100-the-rally-that-resolved-nothing2026-07-30T02:00:10.758Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dfaa2f8a-76bb-4713-8cb3-a8989bff3a76/image.png?t=1779364701Nvidia Beats, Falls | Fed Splits 8-4 | Oil Drops Below $100 | The Rally That Resolved Nothing https://www.financialmarkets.com/article/run-your-spacex-position-against-four-new-numbers2026-07-30T02:10:01.918Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d96bef5a-a745-4bff-8950-7a63fc865ab5/image.png?t=1779364079Run Your SpaceX Position Against Four New Numbers https://www.financialmarkets.com/article/nvidia-beats-market-shrugs-oil-crashes-on-iran-hope-four-dissents-at-powell-s-last-fed-spacex-files2026-07-30T02:10:02.648Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cfce7cd3-c51a-4c18-ad51-0af67b6f5247/image.png?t=1779363469Nvidia Beats, Market Shrugs | Oil Crashes on Iran Hope | Four Dissents at Powell's Last Fed | SpaceX Files the Biggest IPO Ever https://www.financialmarkets.com/article/nvidia-redefine-ai-stack-around-ai-factories2026-05-21T10:31:15.333Zweekly0.7/articles/nvidia-q1-fy2027.jpgNvidia Is Trying to Redefine the AI Stack Around "AI Factories" https://www.financialmarkets.com/article/targets-turnaround-debate-shifts-stabilization-durability2026-05-20T23:58:59.983Zweekly0.7/articles/target-q1-fy2026.jpgTarget's Turnaround Debate Shifts From Stabilization to Durability https://www.financialmarkets.com/article/nvidia-beat-the-fed-split-hormuz-moved-bitcoin-still-has-work-to-do2026-07-30T02:10:03.291Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5285129b-cb63-4efb-970c-1ff4408382bc/image.png?t=1779318491Nvidia Beat. The Fed Split. Hormuz Moved. Bitcoin Still Has Work to Do. https://www.financialmarkets.com/article/oil-traders-under-investigation-tankers-crossed-hormuz-target-beat2026-07-30T02:10:03.830Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5efa9e72-8230-4667-8e4e-0a63d5271d59/image.png?t=1779315344Oil Traders Under Investigation | Tankers Crossed Hormuz | Target Beat https://www.financialmarkets.com/article/oil-falls-yields-hold-the-strait-is-managed-now2026-07-30T02:10:04.503Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8b72c7a3-a14a-47d6-9b7f-134ab276ff8f/image.png?t=1779310728Oil Falls. Yields Hold. The Strait Is Managed Now. https://www.financialmarkets.com/article/target-beat-trading-probe-deepens-fed-shifts2026-07-30T02:10:05.312Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/97d141d7-c532-4354-8706-efdc31d9e75a/image.png?t=1779310359Target Beat | Trading Probe Deepens | Fed Shifts https://www.financialmarkets.com/article/the-tool-warsh-trusted-is-working-against-him2026-07-30T02:10:05.844Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f3394873-5c9a-47c0-85c4-9a9a19ea9323/image.png?t=1779310014The Tool Warsh Trusted Is Working Against Him https://www.financialmarkets.com/article/home-depot-q1-fy2026-investors-no-longer-waiting-housing-recovery2026-05-20T19:05:15.014Zweekly0.7/articles/home-depot-q1-fy2026.jpgHome Depot Q1 FY2026: Investors Are No Longer Waiting For Housing Recovery https://www.financialmarkets.com/article/nvidia-reports-tonight-the-senate-voted-the-strait-cracked-open-bitcoin-bounced2026-07-30T02:10:06.331Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6bf38301-fefb-4f86-a38d-a192a7b91edc/image.png?t=1779282670Nvidia Reports Tonight. The Senate Voted. The Strait Cracked Open. Bitcoin Bounced. https://www.financialmarkets.com/article/spacex-files-s-1-warsh-gets-cover-google-ends-links2026-07-30T02:10:06.938Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e90373de-1bc1-43db-b509-a4a0ca328683/image.png?t=1779282655SpaceX Files S-1 | Warsh Gets Cover | Google Ends Links https://www.financialmarkets.com/article/yields-hit-2026-highs-oil-falls-on-paused-strike-nvidia-reports-tonight-the-bond-market-that-didn-t2026-07-30T02:10:07.411Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/699aa26b-20a2-4350-b039-69e23713e558/image.png?t=1779277695Yields Hit 2026 Highs | Oil Falls on Paused Strike | Nvidia Reports Tonight | The Bond Market That Didn't Blink https://www.financialmarkets.com/article/read-four-numbers-before-the-roadshow-opens2026-07-30T02:20:01.678Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8b20ab28-f876-422e-9c78-8a375d126c7f/image.png?t=1779276153Read Four Numbers Before the Roadshow Opens https://www.financialmarkets.com/article/30-year-yield-hits-2007-levels-three-straight-losses-nvidia-reports-into-the-storm-fomc-minutes-from2026-07-30T02:20:02.449Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/982d8e06-a99b-486e-9780-ee68942eb989/image.png?t=177927576630-Year Yield Hits 2007 Levels | Three Straight Losses | Nvidia Reports Into the Storm | FOMC Minutes From the Powell Exit https://www.financialmarkets.com/article/yields-broke-higher-ai-finally-bent-bitcoin-lost-the-bid2026-07-30T02:20:03.517Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bc0bfffd-2c15-45f6-954a-3d5761decb59/image.png?t=1779230728Yields Broke Higher. AI Finally Bent. Bitcoin Lost the Bid. https://www.financialmarkets.com/article/shorts-stacked-for-nvidia-blackstone-and-google-bet-30-year-treasury2026-07-30T02:20:04.470Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4b6a84a6-33dd-4f37-adb8-ef58af658fab/image.png?t=1779224171Shorts Stacked for Nvidia | Blackstone and Google Bet | 30-year Treasury https://www.financialmarkets.com/article/strike-paused-yields-break-higher-nvidia-faces-china-test-the-price-that-did-not-fall2026-07-30T02:20:05.324Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c5229e6a-1ca3-44b7-b98c-29f9e43306b7/image.png?t=1779223836Strike Paused | Yields Break Higher | Nvidia Faces China Test | The Price That Did Not Fall https://www.financialmarkets.com/article/consumer-pulls-back-anthropic-pentagon-clash-nato-escort-planning2026-07-30T02:20:06.011Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c056d24f-773b-45ca-af94-ee981bd4f30f/image.png?t=1779223041Consumer Pulls Back | Anthropic Pentagon Clash | NATO Escort Planning https://www.financialmarkets.com/article/the-gap-between-nato-and-jp-morgan-treasury-retreat2026-07-30T02:20:06.546Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b8b69a5f-a888-47bf-87be-974f54279cc4/image.png?t=1779222452The Gap Between NATO and JP Morgan | Treasury Retreat https://www.financialmarkets.com/article/nvidia-reports-tomorrow-the-strike-pause-didn-t-fix-oil-bitcoin-s-data-says-the-dip-isn-t-over2026-07-30T02:20:07.088Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d9dfb2e1-5e92-4383-9673-50fae7f48e6c/image.png?t=1779198545Nvidia Reports Tomorrow. The Strike Pause Didn't Fix Oil. Bitcoin's Data Says the Dip Isn't Over. https://www.financialmarkets.com/article/trump-stands-down-musk-loses-google-challenges-nvidia2026-07-30T02:20:07.801Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3f76212d-d0d1-4077-87d6-b967135398dd/image.png?t=1779197669Trump Stands Down | Musk Loses | Google Challenges Nvidia https://www.financialmarkets.com/article/strike-called-off-memory-chips-crack-home-depot-tests-the-consumer-the-yield-that-won-t-stop-climbin2026-07-30T02:20:08.365Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d15188e0-42ef-4488-9265-eaa73e04892e/image.png?t=1779192617Strike Called Off | Memory Chips Crack | Home Depot Tests the Consumer | The Yield That Won't Stop Climbing https://www.financialmarkets.com/article/name-which-ai-assumption-your-position-depends-on2026-07-30T02:30:01.710Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/47a06fda-777c-4ab2-ba57-4dc204dd574d/image.png?t=1779191548Name Which AI Assumption Your Position Depends On https://www.financialmarkets.com/article/iran-strike-postponed-yields-hold-the-highs-home-depot-reports-into-tightening-memory-chips-crack-ag2026-07-30T02:30:02.638Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e33ed987-fecf-4bd8-a6c2-3f27a9e95936/image.png?t=1779190747Iran Strike Postponed | Yields Hold the Highs | Home Depot Reports Into Tightening | Memory Chips Crack Again https://www.financialmarkets.com/article/attack-delayed-oil-stayed-bid-nvidia-decides-the-week2026-07-30T02:30:03.318Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/99c3d74d-25ec-47fd-91b8-80e4b7952953/image.png?t=1779144878Attack Delayed. Oil Stayed Bid. Nvidia Decides the Week. https://www.financialmarkets.com/article/nextera-bets-67b-americans-pay-more-bonds-crack2026-07-30T02:30:03.861Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3408f567-5af3-4e6f-9278-cb8c7ee36b32/image.png?t=1779138852NextEra Bets $67B | Americans Pay More | Bonds Crack https://www.financialmarkets.com/article/yields-hold-high-oil-stays-bid-openai-wins-the-rally-that-rates-still-own2026-07-30T02:30:04.411Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/96df8584-04f5-48ed-9389-f9de8b4c972a/image.png?t=1779137867Yields Hold High | Oil Stays Bid | OpenAI Wins | The Rally That Rates Still Own https://www.financialmarkets.com/article/record-oil-exports-chinese-consumers-pull-back-institutions-buy-protection2026-07-30T02:30:04.951Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b9b149f1-2baa-4e43-9336-446fca60aff8/image.png?t=1779137505Record Oil Exports | Chinese Consumers Pull Back | Institutions Buy Protection https://www.financialmarkets.com/article/fuel-wars-rate-shock-bond-rout-china-cracks2026-07-30T02:30:05.478Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ecffb5c9-4b94-4320-a3fa-b41d788b7058/unnamed.png?t=1779137004Fuel Wars | Rate Shock & Bond Rout | China Cracks https://www.financialmarkets.com/article/the-bond-market-opened-the-week-oil-followed-nvidia-reports-wednesday2026-07-30T02:30:05.983Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/272c6c5c-c677-46e7-b5d0-7a283e7bd0dd/image.png?t=1779109686The Bond Market Opened the Week. Oil Followed. Nvidia Reports Wednesday. https://www.financialmarkets.com/article/nuclear-strike-escalates-war-g7-meets-china-buys-farms2026-07-30T02:30:06.493Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3ef23270-04b2-4421-a862-b8b4e622fed8/image.png?t=1779108242Nuclear Strike Escalates War | G7 Meets | China Buys Farms https://www.financialmarkets.com/article/nuclear-plant-hit-russia-waiver-expires-yields-break-2025-highs-the-week-nvidia-meets-inflation2026-07-30T02:30:06.969Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b61c4ad6-2b6e-45fb-87e1-8ff6884dfc62/image.png?t=1779107929Nuclear Plant Hit | Russia Waiver Expires | Yields Break 2025 Highs | The Week Nvidia Meets Inflation https://www.financialmarkets.com/article/your-hormuz-resolution-model-just-broke2026-07-30T02:40:01.442Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/74e2d0ad-a47a-4351-8be1-b826c236f325/image.png?t=1779107659Your Hormuz Resolution Model Just Broke https://www.financialmarkets.com/article/bonds-break-to-2007-highs-oil-holds-hormuz-hostage-nvidia-s-wednesday-test-berkshire-bets-on-airline2026-07-30T02:40:02.209Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cc9db1fe-523b-4c6c-923a-77e11d8752ba/image.png?t=1779107037Bonds Break to 2007 Highs | Oil Holds Hormuz Hostage | Nvidia's Wednesday Test | Berkshire Bets on Airlines Again https://www.financialmarkets.com/article/nvidia-reports-wednesday-walmart-follows-thursday-the-strait-is-still-closed2026-07-30T02:40:02.829Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/84a572b2-ae0a-4cd8-88fc-1993b6fa6265/image.png?t=1778981652Nvidia Reports Wednesday. Walmart Follows Thursday. The Strait Is Still Closed. https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-1a192026-07-30T02:40:03.276Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d7ad0402-6af1-4a08-b617-bc49c12961fc/image.png?t=1778981248Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/warsh-speaks-first-nvda-reports-wednesday-fomc-minutes-thursday-the-week-the-new-regime-gets-tested2026-07-30T02:40:03.874Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/247385de-54f4-4587-aa24-0fccbc4add6d/image.png?t=1778982057Warsh Speaks First | NVDA Reports Wednesday | FOMC Minutes Thursday | The Week the New Regime Gets Tested https://www.financialmarkets.com/article/five-questions-the-market-has-to-answer-this-week-6d252026-07-30T02:40:04.380Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a568f0a9-32ac-439d-a218-d584d4b59681/image.png?t=1778980719Five Questions the Market Has to Answer This Week. https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-b3362026-07-30T02:40:04.883Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e75e8b05-ab7f-4b18-9a78-646bc0f711eb/image.png?t=1778980044TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/the-record-the-average-stock-didn-t-make2026-07-30T02:40:05.396Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b2ff686a-a6b0-4174-9b11-3dc5a221e997/image.png?t=1778898941The Record the Average Stock Didn't Make https://www.financialmarkets.com/article/the-week-five-inflation-prints-broke-the-fed-s-options2026-07-30T02:40:06.396Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/97127c61-ce82-4f88-9faf-ae57ef5a41e5/image.png?t=1778897546The Week Five Inflation Prints Broke the Fed's Options https://www.financialmarkets.com/article/six-things-the-market-learned-the-hard-way-this-week2026-07-30T02:40:05.908Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c1fa28f6-b8db-4ec4-beee-7030ade828e1/image.png?t=1778898271Six Things the Market Learned the Hard Way This Week https://www.financialmarkets.com/article/the-week-inflation-became-structural-six-things-that-actually-moved-markets2026-07-30T02:50:01.313Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/092494d7-d06a-494f-8b00-b8b50d561ad4/image.png?t=1778896241The Week Inflation Became Structural | Six Things That Actually Moved Markets https://www.financialmarkets.com/article/approved-buyers-zero-deliveries-five-inflation-confirmations-one-prospectus-into-all-of-it2026-07-30T02:50:01.901Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8008d769-4ed1-4db5-9cc7-4d745ed38ef0/image.png?t=1778897090Approved Buyers. Zero Deliveries. Five Inflation Confirmations. One Prospectus Into All of It. https://www.financialmarkets.com/article/yields-broke-higher-the-ai-rally-cracked-oil-took-control-again2026-07-30T02:50:02.600Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/06970ab0-959d-4ebf-9648-04c69ca848a7/image.png?t=1778882341Yields Broke Higher. The AI Rally Cracked. Oil Took Control Again. https://www.financialmarkets.com/article/yields-are-rising-ackman-bought-microsoft-summit-delivered2026-07-30T02:50:03.295Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/43143b19-32a2-4048-a34d-4412b9fc874a/image.png?t=1778881965Yields Are Rising | Ackman Bought Microsoft | Summit Delivered https://www.financialmarkets.com/article/summit-wraps-empty-inflation-cascades-cerebras-soars-68-the-gap-no-handshake-closed-55812026-07-30T02:50:03.810Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0509eb9b-cee1-4f97-8b05-f5afe6909513/image.png?t=1778881563Summit Wraps Empty | Inflation Cascades | Cerebras Soars 68% | The Gap No Handshake Closed https://www.financialmarkets.com/article/the-buffer-is-running-out-fast-oil-gap-warsh-boxed-in2026-07-30T02:50:04.333Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bf283951-6887-4d2d-aba7-f63e359747d8/image.png?t=1778875041The Buffer Is Running Out. Fast. | Oil Gap | Warsh Boxed In https://www.financialmarkets.com/article/microsoft-valuation-debate-grows-copper-reverses-samsung-workers-quit2026-07-30T02:50:04.885Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f3e972ce-893e-4388-b440-131faec20ade/image.png?t=1778875550Microsoft Valuation Debate Grows | Copper Reverses | Samsung Workers Quit https://www.financialmarkets.com/article/summit-wraps-empty-inflation-cascades-cerebras-soars-68-the-gap-no-handshake-closed2026-07-30T02:50:05.324Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/58540c9e-a6c7-43e5-89b1-6083a07e67d8/image.png?t=1778851881Summit Wraps Empty | Inflation Cascades | Cerebras Soars 68% | The Gap No Handshake Closed https://www.financialmarkets.com/article/oil-back-above-109-yields-at-a-year-high-crypto-held-the-line2026-07-30T02:50:05.801Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e8cb8b78-c48f-4a85-b7fb-596e884e4501/image.png?t=1778845473Oil Back Above $109. Yields at a Year High. Crypto Held the Line. https://www.financialmarkets.com/article/beijing-closes-talks-treasury-markets-shift-apple-alliance-weakens2026-07-30T02:50:06.245Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ba41c5af-8ca1-496b-92a9-7bc97a74258d/image.png?t=1778852259Beijing Closes Talks | Treasury Markets Shift | Apple Alliance Weakens https://www.financialmarkets.com/article/three-numbers-to-find-in-the-spacex-prospectus2026-07-30T03:00:01.619Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/70588cf6-868d-4e01-af40-7e4809e4c15f/image.png?t=1778845022Three Numbers to Find in the SpaceX Prospectus https://www.financialmarkets.com/article/cisco-beats-cuts-4-000-cerebras-debuts-near-100b-s-p-clears-7-500-on-ai-alone-boeing-gets-half-the-d2026-07-30T03:00:02.394Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/88351f02-849d-4c4b-910e-9d69f73906e8/image.png?t=1778844475Cisco Beats, Cuts 4,000 | Cerebras Debuts Near $100B | S&P Clears 7,500 on AI Alone | Boeing Gets Half the Deal https://www.financialmarkets.com/article/xi-drew-the-line-chips-got-a-door-bitcoin-reclaimed-81-0002026-07-30T03:00:02.981Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7e1f08a7-df1c-4064-a6f7-382a317a45fd/image.png?t=1778800769Xi Drew the Line. Chips Got a Door. Bitcoin Reclaimed $81,000. https://www.financialmarkets.com/article/the-summit-delivered-cisco-doubled-disinflation-is-coming2026-07-30T03:00:03.538Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8c7ed9fb-8694-4af1-9255-3a8d8fa1c3f2/image.png?t=1778712606The Summit Delivered | Cisco Doubled | Disinflation Is Coming https://www.financialmarkets.com/article/records-widen-summit-opens-cold-prediction-markets-go-mainstream-the-rally-still-runs-through-ai2026-07-30T03:00:04.282Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1fbf4fe4-d64c-477d-bf21-f89d9b09fc49/image.png?t=1778790573Records Widen | Summit Opens Cold | Prediction Markets Go Mainstream | The Rally Still Runs Through AI https://www.financialmarkets.com/article/china-delays-cerebras-higher-summit-deal2026-07-30T03:00:04.840Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9aebb9dd-1a61-440d-9c13-5b6952d81a2e/image.png?t=1778790204China Delays | Cerebras Higher | Summit Deal https://www.financialmarkets.com/article/the-trade-gap-the-ipo-test-the-credit-squeeze2026-07-30T03:00:05.326Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e107cf7b-36c6-4db2-ac02-0f55aab33514/image.png?t=1778789853The Trade Gap | The IPO Test | The Credit Squeeze https://www.financialmarkets.com/article/bitcoin-broke-80-000-xi-warned-on-taiwan-h200-chips-are-moving2026-07-30T03:00:05.873Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8e0b541b-bcd1-49c9-8bee-a5460215c3fa/image.png?t=1778763879Bitcoin Broke $80,000. Xi Warned on Taiwan. H200 Chips Are Moving. https://www.financialmarkets.com/article/xi-leverage-nvidia-records-microsoft-shifts2026-07-30T03:00:06.470Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a2f0547c-fd96-4f37-a59c-22c5418c03e1/image.png?t=1778763212Xi Leverage | Nvidia Records | Microsoft Shifts https://www.financialmarkets.com/article/record-close-narrow-rally-trump-xi-opens-in-beijing-10-year-hits-2026-high-the-index-the-average-sto2026-07-30T03:00:06.933Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4ba1b2d6-56eb-4274-8640-7140977b2316/image.png?t=1778758743Record Close, Narrow Rally | Trump-Xi Opens in Beijing | 10-Year Hits 2026 High | The Index the Average Stock Doesn't Own https://www.financialmarkets.com/article/warsh-gets-the-gavel-records-on-a-shrinking-base-cisco-cuts-to-build-ai-cerebras-tests-the-ipo-windo2026-07-30T03:10:01.078Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f4040b22-0dd2-417c-99d6-fddcbd1cc396/image.png?t=1778757457Warsh Gets the Gavel | Records on a Shrinking Base | Cisco Cuts to Build AI | Cerebras Tests the IPO Window https://www.financialmarkets.com/article/check-your-ai-position-against-the-cash-statement2026-07-30T03:10:01.637Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5a0aeab1-45b7-4fa2-b183-dd45cbb4dc1c/image.png?t=1778757905Check Your AI Position Against the Cash Statement https://www.financialmarkets.com/article/ppi-hit-warsh-arrived-president-trump-landed-bitcoin-held-the-line2026-07-30T03:10:02.408Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f917c381-503a-4b00-a69e-ee941ddb19fa/image.png?t=1778714079PPI Hit. Warsh Arrived. President Trump landed. Bitcoin Held the Line. https://www.financialmarkets.com/article/high-wholesale-prices-jensen-joined-retail-stocks-worst-week2026-07-30T03:10:03.002Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8c7ed9fb-8694-4af1-9255-3a8d8fa1c3f2/image.png?t=1778712606High Wholesale Prices | Jensen Joined | Retail Stocks Worst Week https://www.financialmarkets.com/article/ppi-confirms-the-leak-warsh-takes-the-chair-ai-rebounds-the-summit-that-prices-the-wrong-lever2026-07-30T03:10:03.571Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3fc6ba56-bf90-4fba-8a85-abe5eed75cef/image.png?t=1778704259PPI Confirms the Leak | Warsh Takes the Chair | AI Rebounds | The Summit That Prices the Wrong Lever https://www.financialmarkets.com/article/fed-walks-into-fire-bond-volatility-returns-anthropic-takes-lead2026-07-30T03:10:04.281Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/de038205-de0b-4913-bf26-569892fcad55/image.png?t=1778703304Fed Walks Into Fire | Bond Volatility Returns | Anthropic Takes Lead https://www.financialmarkets.com/article/pipeline-broadens-ai-flips-fed-goes-quiet2026-07-30T03:10:04.739Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3597fb89-fd60-4582-9c64-f7e0b7f53808/image.png?t=1778702976Pipeline Broadens | AI Flips | Fed Goes Quiet https://www.financialmarkets.com/article/the-dip-got-bought-jensen-got-the-last-seat-the-strait-is-running-out-of-time2026-07-30T03:10:05.213Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5dafe3a0-69ba-4566-9832-915339450b5a/image.png?t=1778679537The Dip Got Bought. Jensen Got the Last Seat. The Strait Is Running Out of Time. https://www.financialmarkets.com/article/huang-joins-summit-copper-hits-record-oil-deadline-near2026-07-30T03:10:05.720Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ac5eec8c-aa80-4cbe-aa46-9ecf8dd7a457/image.png?t=1778679186Huang Joins Summit | Copper Hits Record | Oil Deadline Near https://www.financialmarkets.com/article/test-your-book-before-the-summit-readout2026-07-30T03:20:00.966Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8fea3f40-7d7e-4196-8dee-b9e785f6b931/image.png?t=1778671571Test Your Book Before the Summit Readout https://www.financialmarkets.com/article/trump-en-route-to-beijing-warsh-confirmed-ppi-due-today-the-summit-that-can-t-fix-the-price2026-07-30T03:10:06.286Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4f45ab03-1dc0-40da-8330-6910dcb12e47/image.png?t=1778672054Trump En Route to Beijing | Warsh Confirmed | PPI Due Today | The Summit That Can't Fix the Price https://www.financialmarkets.com/article/ppi-follows-the-punch-chips-crack-after-six-weeks-warsh-gets-the-chair-cisco-into-the-wreckage2026-07-30T03:20:01.678Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8a76c41c-ee11-4525-b441-b54da4740e32/image.png?t=1778671078PPI Follows the Punch | Chips Crack After Six Weeks | Warsh Gets the Chair | Cisco Into the Wreckage https://www.financialmarkets.com/article/cpi-broke-the-rally-the-strait-is-still-closed2026-07-30T03:20:02.295Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b035113c-5da6-40d8-aed8-a0d2958143f1/image.png?t=1778626564CPI Broke the Rally. The Strait Is Still Closed. https://www.financialmarkets.com/article/cpi-hot-uk-is-breaking-chips-absorbed-pain-warsh-s-first-problem2026-07-30T03:20:02.837Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/24622aa7-fadd-44c7-b2ef-584af41b5d14/image.png?t=1778626182CPI Hot | UK Is Breaking | Chips Absorbed Pain | Warsh's First Problem https://www.financialmarkets.com/article/cpi-breaks-the-separation-oil-above-102-semis-sell-off-the-core-print-that-merged-the-tracks2026-07-30T03:20:03.415Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/df13ab8d-d8ef-4654-a5d4-42148e01b1e5/image.png?t=1778620348CPI Breaks the Separation | Oil Above $102 | Semis Sell Off | The Core Print That Merged the Tracks https://www.financialmarkets.com/article/uk-markets-shake-altman-scrutiny-plastic-costs-spread2026-07-30T03:20:04.017Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1c240c6a-1d8c-4063-8a44-6f7b96ee4337/image.png?t=1778619905UK Markets Shake | Altman Scrutiny | Plastic Costs Spread https://www.financialmarkets.com/article/four-inflation-sources-the-rate-cut-story-died2026-07-30T03:20:04.496Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/abee81c8-faac-466d-ba31-27d7fcf6cfe4/image.png?t=1778619365Four Inflation Sources | The Rate Cut Story Died https://www.financialmarkets.com/article/cpi-decides-the-strait-is-still-closed-bitcoin-touched-82-0002026-07-30T03:20:04.957Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/22448731-84bf-42db-8c58-78af14fc41cc/image.png?t=1778592816CPI Decides. The Strait Is Still Closed. Bitcoin Touched $82,000. https://www.financialmarkets.com/article/the-strait-stayed-closed-into-week-eleven-as-oil-rallied-sharply-and-apollo-moved-to-sell-a-stressed-3ab82026-07-30T03:20:05.570Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bd8b56f3-0e26-44ed-a53c-0f5bdf35ff2f/image.png?t=1778592265Beijing Guest List Shifts | Oil Trade Turns | Microsoft Hits Target https://www.financialmarkets.com/article/run-your-book-against-the-nacho-trade2026-07-30T03:20:06.106Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eb82800d-c588-42c3-899b-3de457ba8b4f/image.png?t=1778584464Run Your Book Against the NACHO Trade https://www.financialmarkets.com/article/cpi-tests-the-rally-oil-nears-100-trump-xi-tomorrow-the-print-that-connects-hormuz-to-the-fed2026-07-30T03:30:01.091Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8533fb58-6f51-4193-9746-11c9faeaa72c/image.png?t=1778585247CPI Tests the Rally | Oil Nears $100 | Trump-Xi Tomorrow | The Print That Connects Hormuz to the Fed https://www.financialmarkets.com/article/cpi-day-at-record-highs-warsh-nears-the-chair-hormuz-drags-into-2027-the-ai-split-no-one-priced2026-07-30T03:30:01.918Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6b6cc6ab-d511-4ef2-9a0b-7c6db63dc6cf/image.png?t=1778584320CPI Day at Record Highs | Warsh Nears the Chair | Hormuz Drags Into 2027 | The AI Split No One Priced https://www.financialmarkets.com/article/ceasefire-on-life-support-oil-re-bids-cpi-decides2026-07-30T03:30:02.832Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4165b844-a07f-4976-9627-faab981aad2b/image.png?t=1778542611Ceasefire on Life Support. Oil Re-Bids. CPI Decides. https://www.financialmarkets.com/article/deal-collapse-saudi-aramco-the-ceo-delegation-ai-lifts-software2026-07-30T03:30:03.421Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a049fbb3-5575-4b4f-a879-9f36c935a6f9/image.png?t=1778541600Deal Collapse | Saudi Aramco | The CEO Delegation | AI Lifts Software https://www.financialmarkets.com/article/rejection-lands-stocks-hold-oil-re-bids-cpi-decides-the-bridge2026-07-30T03:30:03.899Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a49f9a22-7b95-4034-8ecf-1fac1d3283dc/image.png?t=1778533085Rejection Lands | Stocks Hold | Oil Re-Bids | CPI Decides the Bridge https://www.financialmarkets.com/article/the-private-credit-rescue-nobody-saw-coming2026-07-30T03:30:04.558Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4aa98567-a87a-4bb8-bc6f-f5c1025d33b1/image.png?t=1778532633The Private Credit Rescue Nobody Saw Coming https://www.financialmarkets.com/article/private-credit-cracks-enterprise-ai-races-cyber-threats-oil-deficits-widen2026-07-30T03:30:05.087Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/44cb1c33-0999-49e0-818a-6898879406f4/image.png?t=1778531512Private Credit Cracks | Enterprise AI Races | Cyber Threats | Oil Deficits Widen https://www.financialmarkets.com/article/iran-said-no-oil-said-yes-the-week-that-tests-inflation2026-07-30T03:30:05.589Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7cc5fe79-726c-4009-b01a-17bc7f50b7e7/image.png?t=1778506792Iran Said No. Oil Said Yes. The Week That Tests Inflation. https://www.financialmarkets.com/article/the-strait-stayed-closed-into-week-eleven-as-oil-rallied-sharply-and-apollo-moved-to-sell-a-stressed2026-07-30T03:30:06.119Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8cee5f9b-36eb-4acf-b7c7-fd373edcfdd5/image.png?t=1778506469The strait stayed closed into week eleven as oil rallied sharply and Apollo moved to sell a stressed credit fund. https://www.financialmarkets.com/article/iran-talks-collapse-oil-surges-cpi-looms-tuesday-the-week-that-tests-the-rally2026-07-30T03:30:06.631Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/438282b8-530d-4a18-ba18-3d7ec29a3af6/image.png?t=1778500192Iran Talks Collapse | Oil Surges | CPI Looms Tuesday | The Week That Tests the Rally https://www.financialmarkets.com/article/check-what-your-private-credit-marks-are-hiding2026-07-30T03:40:01.658Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7a98d3ba-86bd-41b1-8fc4-eea2c1715cf3/image.png?t=1778499764Check What Your Private Credit Marks Are Hiding https://www.financialmarkets.com/article/iran-deal-collapses-oil-jumps-into-cpi-week-ai-trade-shrugs-it-off-the-warsh-clock-starts2026-07-30T03:40:02.409Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d2d887ee-41d1-47e8-8181-c8a5472d38f5/image.png?t=1778499272Iran Deal Collapses | Oil Jumps Into CPI Week | AI Trade Shrugs It Off | The Warsh Clock Starts https://www.financialmarkets.com/article/the-pass-through-gets-measured-cpi-tuesday-retail-sales-thursday-seven-fed-speakers-all-week2026-07-30T03:40:02.972Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/441f2677-9c2e-4903-abcc-811c02241a44/image.png?t=1778378373The Pass-Through Gets Measured | CPI Tuesday | Retail Sales Thursday | Seven Fed Speakers All Week https://www.financialmarkets.com/article/what-last-week-s-rally-has-to-prove-this-week2026-07-30T03:40:03.686Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/aa7fa726-b6bd-4b59-964d-806041207389/image.png?t=1778377877What Last Week's Rally Has to Prove This Week https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-14482026-07-30T03:40:04.292Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c7ad7729-8e17-4d89-aef4-d11b32c63eeb/image.png?t=1778275246Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-bd3b2026-07-30T03:40:04.843Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/49dd4856-3fd4-4cf7-9c58-a49fd0c2c0d0/image.png?t=1778270988TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/five-questions-the-market-has-to-answer-this-week-68aa2026-07-30T03:40:05.379Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/abcf3da9-e989-4b26-a65c-2dd3ae44b142/image.png?t=1778274496Five Questions the Market Has to Answer This Week. https://www.financialmarkets.com/article/financial-market-news-saturday-review-79c52026-07-30T03:40:05.893Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/685a307d-f391-4de1-a541-8cbc493ef73e/image.png?t=1778274802Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-signals-from-the-week-that-priced-peace2026-07-30T03:40:06.374Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ca07a121-fbed-41ad-9f14-12d249bf8987/image.png?t=1778296496Six Signals From the Week That Priced Peace https://www.financialmarkets.com/article/weekly-market-signals2026-07-30T03:40:06.875Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c6410bbd-e79c-4ea3-9254-0ac1111d560e/image.png?t=1778275856Weekly Market Signals https://www.financialmarkets.com/article/five-cracks-in-seven-days-here-is-what-the-week-actually-said2026-07-30T03:50:01.991Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cbd5fb32-5560-42e9-9ba3-7c09fb8af2c2/image.png?t=1778273796Five Cracks in Seven Days. Here Is What the Week Actually Said. https://www.financialmarkets.com/article/traders-quants-saturday-recap-38682026-07-30T03:50:02.663Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bda662cd-4a35-4a20-9f60-5373c44a1c9e/image.png?t=1778270037TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/jobs-held-chips-ran-bitcoin-held-80-0002026-07-30T03:50:03.317Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9b65f936-93ce-4cb6-920d-1fa8ee320b58/image.png?t=1778284629Jobs Held. Chips Ran. Bitcoin Held $80,000. https://www.financialmarkets.com/article/micron-s-best-week-iran-is-charging-sentiment-all-time-low2026-07-30T03:50:04.049Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/685e8644-947c-457a-ade6-5cb39c84a764/image.png?t=1778276623Micron’s Best Week | Iran Is Charging | Sentiment All-Time Low https://www.financialmarkets.com/article/jobs-beat-hormuz-fires-nasdaq-leads-the-rally-that-refused-to-break2026-07-30T03:50:04.976Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/db6804c4-db82-4725-9b52-25240c3ec387/image.png?t=1778276417Jobs Beat | Hormuz Fires | Nasdaq Leads | The Rally That Refused to Break https://www.financialmarkets.com/article/ai-drives-the-tape-trade-desk-repriced-grid-cannot-keep-up2026-07-30T03:50:05.496Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ba5af654-6cbd-4f1a-be1c-82678a6167db/image.png?t=1778273417AI Drives The Tape | Trade Desk Repriced | Grid Cannot Keep Up https://www.financialmarkets.com/article/softbank-cut-the-openai-loan-by-402026-07-30T03:50:06.736Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/67b4b101-a329-4004-a7cc-cf91ec78a9b4/image.png?t=1778273034SoftBank Cut the OpenAI Loan by 40%. https://www.financialmarkets.com/article/the-ceasefire-held-the-jobs-report-decides-bitcoin-is-testing-80-0002026-07-30T03:50:07.235Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f9ee6ed6-3058-4651-929d-790b985df428/image.png?t=1778246788The Ceasefire Held. The Jobs Report Decides. Bitcoin Is Testing $80,000. https://www.financialmarkets.com/article/white-house-fights-over-ai-oil-losses-grow-jobs-land2026-07-30T03:50:08.410Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e6e5d5f8-1d28-4f81-bcb0-a4510799d950/image.png?t=1778246492White House Fights Over AI | Oil Losses Grow | Jobs Land https://www.financialmarkets.com/article/hormuz-fires-oil-reverses-datadog-hits-1b-the-deal-the-rally-borrowed2026-07-30T03:50:09.005Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/71a23d31-2a3c-4a3f-a26f-222d7d6cea2f/image.png?t=1778242167Hormuz Fires | Oil Reverses | Datadog Hits $1B | The Deal the Rally Borrowed https://www.financialmarkets.com/article/run-your-book-against-the-financial-sector-s-record-low2026-07-30T04:00:06.001Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f5597faa-3fa7-4024-81b3-8fda70d37769/image.png?t=1778240986Run Your Book Against the Financial Sector's Record Low https://www.financialmarkets.com/article/hormuz-fires-again-jobs-day-at-8-30-datadog-crosses-a-billion-planet-fitness-breaks2026-07-30T04:00:06.612Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e9070b6-3e0e-4a41-bab0-30ae6eebec42/image.png?t=1778240664Hormuz Fires Again | Jobs Day at 8:30 | Datadog Crosses a Billion | Planet Fitness Breaks https://www.financialmarkets.com/article/brent-near-100-ai-holds-the-market-up-jobs-friday-decides2026-07-30T04:00:07.496Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fb58aa21-feeb-4468-886a-8ef71345becc/image.png?t=1778198831Brent Near $100 | AI Holds the Market Up | Jobs Friday Decides https://www.financialmarkets.com/article/mou-priced-then-paused-records-fade-oil-holds-the-premium-the-signature-still-missing2026-07-30T04:00:08.172Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/22cd19c6-a63d-43cf-9187-9fbd9b8f2eb1/image.png?t=1778195532MOU Priced, Then Paused | Records Fade | Oil Holds the Premium | The Signature Still Missing https://www.financialmarkets.com/article/recession-news-software-winners-the-dollar-iran-hasn-t-answered2026-07-30T04:00:08.736Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/28d58b58-2f7f-4da9-9a75-21f2ae0decf8/image.png?t=1778195375Recession News | Software Winners | The Dollar | Iran Hasn't Answered https://www.financialmarkets.com/article/credit-losses-spread-mcdonald-s-cautions-diesel-runs-low2026-07-30T04:00:09.283Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4f70f870-b5a8-4aa9-a1c9-c4813aa9c6e8/image.png?t=1778185622Credit Losses Spread | McDonald's Cautions | Diesel Runs Low https://www.financialmarkets.com/article/blackrock-confirmed-the-markdown-five-institutions2026-07-30T04:00:12.263Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/22de2de8-836c-4348-846a-a0b5f6845f09/image.png?t=1778185090BlackRock Confirmed the Markdown. Five Institutions. https://www.financialmarkets.com/article/brent-below-100-records-continue-the-jobs-report-decides2026-07-30T04:00:12.818Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ccb6edc8-15b2-4673-b0df-3ca23cce511f/image.png?t=1778160896Brent Below $100. Records Continue. The Jobs Report Decides. https://www.financialmarkets.com/article/security-spending-climbs-credit-stress-fed-split2026-07-30T04:00:13.269Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a2f97fc7-80fc-4a44-9b2d-610ffd14acbe/image.png?t=1778160529Security Spending Climbs | Credit Stress | Fed Split https://www.financialmarkets.com/article/iran-mou-lands-s-p-clears-7-300-oil-crashes-the-signature-that-isn-t-there2026-07-30T04:00:13.754Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5871c729-33d0-40b9-b85b-a4b7acd2b36e/image.png?t=1778152310Iran MOU Lands | S&P Clears 7,300 | Oil Crashes | The Signature That Isn't There https://www.financialmarkets.com/article/oil-crashes-on-deal-hope-semis-storm-new-highs-arm-beats-then-breaks-iran-responds-today2026-07-30T04:10:01.298Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fb69eb0b-6757-4f6e-ad5f-589e4ea0ae66/image.png?t=1778151522Oil Crashes on Deal Hope | Semis Storm New Highs | Arm Beats, Then Breaks | Iran Responds Today https://www.financialmarkets.com/article/test-your-private-credit-book-before-friday2026-07-30T04:10:01.939Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/78b77037-56f0-4e21-b833-f1c7ffc314e1/image.png?t=1778150925Test Your Private Credit Book Before Friday https://www.financialmarkets.com/article/diplomacy-is-rallying-markets-the-physical-system-still-has-not-reset2026-07-30T04:10:02.639Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6949a6a2-fe18-4a57-a0f4-e114073b757d/image.png?t=1778105357Diplomacy Is Rallying Markets. The Physical System Still Has Not Reset. https://www.financialmarkets.com/article/the-consumer-is-fine-nvidia-is-buying-cpu-forecast2026-07-30T04:10:03.189Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2a6334a0-56f1-4ed6-aea0-f2c38a4355d5/image.png?t=1778105151The Consumer Is Fine | Nvidia Is Buying | CPU Forecast https://www.financialmarkets.com/article/records-extend-oil-falls-amd-clears-the-bar-the-deal-the-market-priced-early2026-07-30T04:10:03.839Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80bccc0c-0195-45ed-bc7f-9d905aff1d86/image.png?t=1778102055Records Extend | Oil Falls | AMD Clears the Bar | The Deal the Market Priced Early https://www.financialmarkets.com/article/nvidia-moves-fast-consumers-spend-credit-loss2026-07-30T04:10:04.354Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a53ef481-0898-4601-a001-a3c9f7d1f088/image.png?t=1778101641Nvidia Moves Fast | Consumers Spend | Credit Loss https://www.financialmarkets.com/article/spacex-governance-just-locked-the-door2026-07-30T04:10:04.823Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/49ca4396-c22a-4e86-b9f7-6ae6ce6f4c5d/image.png?t=1778101462SpaceX Governance Just Locked the Door https://www.financialmarkets.com/article/the-deal-is-close-oil-is-falling-everything-is-rallying2026-07-30T04:10:05.417Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/beb855b8-af9c-422e-890f-d2f58b762079/image.png?t=1778074836The Deal Is Close. Oil Is Falling. Everything Is Rallying. https://www.financialmarkets.com/article/ai-chips-expand-gas-high-credit-stress-ai-cuts-jobs2026-07-30T04:10:05.848Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f749af68-cd1e-45d1-832c-e0ff1c231cab/image.png?t=1778074319AI Chips Expand | Gas High | Credit Stress | AI Cuts Jobs https://www.financialmarkets.com/article/project-freedom-pauses-records-anyway-amd-clears-the-bar-the-deal-that-doesn-t-exist-yet2026-07-30T04:10:06.298Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/50a6854c-e95a-479a-b6d4-620978988aff/image.png?t=1778073882Project Freedom Pauses | Records Anyway | AMD Clears the Bar | The Deal That Doesn't Exist Yet https://www.financialmarkets.com/article/run-your-software-position-at-the-oaktree-rate2026-07-30T04:20:01.069Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/593f8fed-187d-4c0e-80f7-d025ac3d36be/image.png?t=1778067204Run Your Software Position at the Oaktree Rate https://www.financialmarkets.com/article/oil-breaks-100-on-deal-hopes-amd-blows-past-the-street-disney-reports-into-the-rally-palantir-beats-and-bleeds2026-07-30T04:20:01.716Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f14b3d0a-a057-4e89-9cb2-61526d383258/image.png?t=1778066560Oil Breaks $100 on Deal Hopes | AMD Blows Past the Street | Disney Reports Into the Rally | Palantir Beats and Bleeds https://www.financialmarkets.com/article/chips-rallied-oil-eased-bitcoin-held-80k2026-07-30T04:20:05.917Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5b27e41d-3b68-4214-a014-332842366aba/image.png?t=1778022583Chips Rallied. Oil Eased. Bitcoin Held $80K. https://www.financialmarkets.com/article/imf-base-case-palantir-beat-paypal-cut-fuel-demand-down2026-07-30T04:20:06.456Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eee277cb-fe3b-467d-bc91-64f7ecee0fab/image.png?t=1778022522IMF Base Case | Palantir Beat | PayPal Cut | Fuel Demand Down https://www.financialmarkets.com/article/oil-pulls-back-stocks-reclaim-the-tape-intel-extends-the-shock-absorber-that-still-has-a-limit2026-07-30T04:20:07.114Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/24ccc2e7-4aea-4317-9e3c-b546e2d61a5b/image.png?t=1778012348Oil Pulls Back | Stocks Reclaim the Tape | Intel Extends | The Shock Absorber That Still Has a Limit https://www.financialmarkets.com/article/the-ai-jvs-are-now-buying-companies2026-07-30T04:20:07.677Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f40757af-6c09-417d-8a57-715d8019e904/image.png?t=1778011717The AI JVs Are Now Buying Companies. https://www.financialmarkets.com/article/ai-labs-buy-engineers-google-goes-direct-finance-gets-agents2026-07-30T04:20:08.176Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/046bde53-212b-44f6-ab5f-f654e8a3fa4e/image.png?t=1778011080AI Labs Buy Engineers | Google Goes Direct | Finance Gets Agents https://www.financialmarkets.com/article/project-freedom-met-resistance-the-ceasefire-is-fraying2026-07-30T04:20:08.636Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f63dd5f-bc8e-4669-b4fc-0e6b275dfdb2/image.png?t=1777988012Project Freedom Met Resistance. The Ceasefire Is Fraying. https://www.financialmarkets.com/article/policy-turning-point-brockman-stakes-spacex-index-surge2026-07-30T04:20:09.175Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1eaaab34-d08a-44e9-a2bc-b452e228a345/image.png?t=1777987642Policy Turning Point | Brockman Stakes | SpaceX Index Surge https://www.financialmarkets.com/article/hormuz-breaks-the-ceasefire-30-year-crosses-5-palantir-absorbs-the-shock-the-gold-signal-nobody-expected2026-07-30T04:20:09.691Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9a6bdbb4-7751-4d30-82f0-913d26499358/image.png?t=1777980258Hormuz Breaks the Ceasefire | 30-Year Crosses 5% | Palantir Absorbs the Shock | The Gold Signal Nobody Expected https://www.financialmarkets.com/article/project-freedom-fires-first-norwegian-cuts-a-third-palantir-breaks-out-jolts-at-10am2026-07-30T04:30:00.949Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/84e063eb-a8f7-4879-bc86-8bc366c33b3a/image.png?t=1777979737Project Freedom Fires First | Norwegian Cuts a Third | Palantir Breaks Out | JOLTS at 10AM https://www.financialmarkets.com/article/model-spacex-at-day-90-not-day-152026-07-30T04:30:01.622Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/33e86040-2c16-4ec1-8555-28b9c28b4102/image.png?t=1777979472Model SpaceX at Day 90 Not Day 15 https://www.financialmarkets.com/article/project-freedom-met-resistance-bitcoin-broke-80k-ai-found-revenue2026-07-30T04:30:02.286Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0ca52c97-061f-4969-bd7b-7cb2ea3c0771/image.png?t=1777935353Project Freedom Met Resistance. Bitcoin Broke $80K. AI Found Revenue. https://www.financialmarkets.com/article/norwegian-fuel-math-gamestop-s-56-billion-offer-project-freedom2026-07-30T04:30:02.837Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ff064bb9-90a9-4a81-b4d2-f46fee6604f3/image.png?t=1777931889Norwegian Fuel Math | GameStop’s $56 Billion Offer | Project Freedom https://www.financialmarkets.com/article/project-freedom-meets-fire-oil-jumps-stocks-break-lower-the-cost-layer-takes-control2026-07-30T04:30:03.391Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7bbc7c3f-a29a-48b9-b5dc-9615d9a31c1c/image.png?t=1777926573Project Freedom Meets Fire | Oil Jumps | Stocks Break Lower | The Cost Layer Takes Control https://www.financialmarkets.com/article/warsh-s-treasury-fed-accord-has-no-definition2026-07-30T04:30:04.070Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0875db3e-ee1c-4035-b868-65ef9c9c4ff2/image.png?t=1777926002Warsh's Treasury-Fed Accord Has No Definition. https://www.financialmarkets.com/article/anthropic-scales-fed-confusion-amazon-push2026-07-30T04:30:04.565Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5ca40787-b064-4d7b-add9-d1a9d56ce2c0/image.png?t=1777925475Anthropic Scales | Fed Confusion | Amazon Push https://www.financialmarkets.com/article/project-freedom-bitcoin-80-000-the-week-that-tests-the-consumer2026-07-30T04:30:05.019Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bb3df428-6550-4448-8bdd-53712848c0e5/image.png?t=1777901738Project Freedom. Bitcoin $80,000. The Week That Tests the Consumer. https://www.financialmarkets.com/article/military-action-rate-split-spirit-collapses-apple-signals-m-a2026-07-30T04:30:05.510Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/468c4e0b-7e18-4f1a-bc9d-716713358876/image.png?t=1777901385Military Action | Rate Split | Spirit Collapses | Apple Signals M&A https://www.financialmarkets.com/article/records-hit-ism-prices-surge-hormuz-tests-begin-the-cost-the-rally-didn-t-price2026-07-30T04:30:06.061Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f2db4733-fa76-43b9-8b39-3a15daec0490/image.png?t=1777893315Records Hit | ISM Prices Surge | Hormuz Tests Begin | The Cost the Rally Didn't Price https://www.financialmarkets.com/article/check-what-your-private-credit-book-is-actually-holding2026-07-30T04:40:01.302Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2e35fb1b-0368-4c4e-bac1-fb7590b6c129/image.png?t=1777892945Check What Your Private Credit Book Is Actually Holding https://www.financialmarkets.com/article/project-freedom-launches-oil-reads-de-escalation-a-divided-fed-holds-berkshire-s-397b-sit2026-07-30T04:40:02.037Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ee2fe08e-d968-4b93-88b4-c90e52f75ddc/image.png?t=1777893030Project Freedom Launches | Oil Reads De-Escalation | A Divided Fed Holds | Berkshire's $397B Sit https://www.financialmarkets.com/article/the-week-that-prices-the-damage-e7da2026-07-30T04:40:03.217Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/71f25d1c-aed8-4503-8b0f-ac2bebe0ff97/image.png?t=1777768747The Week That Prices the Damage https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-ed542026-07-30T04:40:03.697Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/218c5254-7687-4c3e-95cf-1dda8a82e536/image.png?t=1777768377Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-fracture-gets-its-first-data-nine-fed-speakers-payrolls-close-the-week-the-proof-line-reports-again2026-07-30T04:40:02.638Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d47e1a0d-59ff-464e-a218-6538df3c50cd/image.png?t=1777769099The Fracture Gets Its First Data | Nine Fed Speakers | Payrolls Close the Week | The Proof Line Reports Again https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead2026-07-30T04:40:04.162Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7bc53630-ac89-430e-b964-de8e7d512a3a/image.png?t=1777767345TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/five-questions-the-market-has-to-answer-this-week-7a4e2026-07-30T04:40:04.744Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2d80e09a-0f56-4034-8a9e-e22af7764d8c/image.png?t=1777767838Five Questions the Market Has to Answer This Week https://www.financialmarkets.com/article/records-at-the-top-fractures-underneath2026-07-30T04:40:05.237Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bfdc908d-8d85-4382-b5d6-d9372e48edf3/image.png?t=1777681236Records at the Top. Fractures Underneath https://www.financialmarkets.com/article/the-week-in-prediction-markets2026-07-30T04:40:05.675Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e4089ffe-e702-4610-9fbd-81bb073ae11a/image.png?t=1777681859The Week in Prediction Markets https://www.financialmarkets.com/article/financial-market-news-saturday-review-de2a2026-07-30T04:40:06.410Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/21cb9103-2bdb-4990-8d7b-440bc2482d2f/image.png?t=1777680816Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-structural-moves-that-drove-markets-this-week-11f52026-07-30T04:50:00.924Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c9452db5-4156-4b9d-a71f-bd4d98d7da5a/image.png?t=1777680467Six Structural Moves That Drove Markets This Week https://www.financialmarkets.com/article/traders-quants-saturday-recap-48d92026-07-30T04:50:01.821Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e51c2470-7e69-4228-ba6a-1dbc1da91ad7/image.png?t=1777679597TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/records-extend-oil-eases-the-ceiling-holds2026-07-30T04:50:02.462Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/94822b24-c4f3-41d9-ae51-c6f9f8ccdcc1/image.png?t=1777678459Records Extend. Oil Eases. The Ceiling Holds. https://www.financialmarkets.com/article/apple-carries-the-record-oil-cools-risk-doesn-t-bitcoin-rallies-on-leverage-the-demand-behind-the-surface2026-07-30T04:50:03.130Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c20eb5f4-6331-4c44-8e6d-8614050e35e9/image.png?t=1777678070Apple Carries the Record | Oil Cools, Risk Doesn’t | Bitcoin Rallies on Leverage | The Demand Behind the Surface https://www.financialmarkets.com/article/apple-wins-ism-prices-at-4-year-high-spirit-is-done2026-07-30T04:50:03.674Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/98e3ab43-9cd5-4af3-9839-bd2256691fc7/image.png?t=1777671410Apple Wins | ISM Prices at 4-Year High | Spirit Is Done https://www.financialmarkets.com/article/fed-turns-hawkish-oil-profits-fall-eu-autos-targeted2026-07-30T04:50:04.216Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5f29378f-7461-4592-8369-4d8a59b7812d/image.png?t=1777669576Fed Turns Hawkish | Oil Profits Fall | EU Autos Targeted https://www.financialmarkets.com/article/the-dissenters-went-public-kashkari-named-rate-hikes2026-07-30T04:50:04.677Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bdd3c038-fc9b-4117-9164-bb04f22ac3a3/image.png?t=1777667500The Dissenters Went Public. Kashkari Named Rate Hikes. https://www.financialmarkets.com/article/april-closed-at-records-may-opens-with-the-same-risks2026-07-30T04:50:05.140Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bbdba4e3-9d7e-4aef-a35c-a3d50f874ec5/image.png?t=1777641214April Closed at Records. May Opens With the Same Risks. https://www.financialmarkets.com/article/apple-wins-chips-boom-musk-pressed2026-07-30T04:50:05.613Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/db576fcb-8a74-41c4-aa40-6c9a187e12ad/image.png?t=1777640900Apple Wins | Chips Boom | Musk Pressed https://www.financialmarkets.com/article/powell-splits-the-room-s-p-clears-7-200-oil-touches-126-the-vote-that-broke-34-years-of-consensus2026-07-30T04:50:06.120Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e3957755-4f71-4ccc-af68-f5cd07e431dc/image.png?t=1777637362Powell Splits the Room | S&P Clears 7,200 | Oil Touches $126 | The Vote That Broke 34 Years of Consensus https://www.financialmarkets.com/article/the-ai-debt-terms-are-changing2026-07-30T05:00:01.478Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f2169ed0-6c2e-4e56-a975-661c2c9c4b25/image.png?t=1777635250The AI Debt Terms Are Changing https://www.financialmarkets.com/article/apple-beats-iphone-misses-fed-splits-wide-war-powers-clock-hits-zero-ism-at-9am2026-07-30T05:00:02.375Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/63b9ddf5-6af9-4648-8097-e8ee0f21305a/image.png?t=1777634476Apple Beats, iPhone Misses | Fed Splits Wide | War Powers Clock Hits Zero | ISM at 9AM https://www.financialmarkets.com/article/the-fed-split-the-earnings-diverged-the-cycle-reset2026-07-30T05:00:02.884Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3e9f1dbe-6aa2-4820-84ea-eaf7625b35f1/image.png?t=1777590655The Fed Split. The Earnings Diverged. The Cycle Reset. https://www.financialmarkets.com/article/meta-spent-too-much-alphabet-ran-out-gdp-slowed2026-07-30T05:00:03.383Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5e7026ff-cc9b-416d-9e9e-286891b39522/image.png?t=1777590454Meta Spent Too Much | Alphabet Ran Out | GDP Slowed https://www.financialmarkets.com/article/stocks-rally-powell-stays-ai-splits-again-the-cost-line-that-moved-beneath-the-record2026-07-30T05:00:03.916Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ba12d323-72a2-4bfa-8516-f5639776cef9/image.png?t=1777586757Stocks Rally | Powell Stays | AI Splits Again | The Cost Line That Moved Beneath the Record https://www.financialmarkets.com/article/growth-slows-chips-surge-lilly-beats2026-07-30T05:00:04.648Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae52b73d-1fcb-4e40-93ba-4c2add2f86c9/image.png?t=1777580482Growth Slows | Chips Surge | Lilly Beats https://www.financialmarkets.com/article/the-depreciation-wave-is-430-billion-the-clock-started2026-07-30T05:00:05.129Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2c76756a-592e-4a4c-978e-efd308d32570/image.png?t=1777580008The Depreciation Wave Is $430 Billion. The Clock Started. https://www.financialmarkets.com/article/tech-split-oil-spiked-the-data-lands-now2026-07-30T05:00:05.670Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/228ac12e-8796-42bd-91d2-cf341bd1202c/image.png?t=1777554580Tech Split. Oil Spiked. The Data Lands Now. https://www.financialmarkets.com/article/ai-winners-got-paid-meta-got-hit-fed-split-deepens2026-07-30T05:00:06.157Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f30c0a62-4b2b-4f9c-a270-4e3f69d56448/image.png?t=1777553740AI Winners Got Paid | Meta Got Hit | Fed Split Deepens https://www.financialmarkets.com/article/fed-fractures-8-4-alphabet-surges-meta-sinks-oil-hits-126-the-data-that-breaks-the-tie2026-07-30T05:00:06.671Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/787796bf-25ce-4145-acee-dfcd313266d5/image.png?t=1777551089Fed Fractures 8-4 | Alphabet Surges, Meta Sinks | Oil Hits $126 | The Data That Breaks the Tie https://www.financialmarkets.com/article/rerun-your-rate-assumption-after-four-dissents2026-07-30T05:10:01.122Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6d330cc6-f4b0-49e1-b569-d8fab5541a2d/image.png?t=1777548554Rerun Your Rate Assumption After Four Dissents https://www.financialmarkets.com/article/alphabet-rips-meta-stumbles-fed-fractures-on-powell-s-last-stand-oil-breaks-2022-highs-on-blockade-extension-apple-s-tur2026-07-30T05:10:01.802Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4cd1e9e0-d648-4c5d-ae66-868dd8419e20/image.png?t=1777547778Alphabet Rips, Meta Stumbles | Fed Fractures on Powell's Last Stand | Oil Breaks 2022 Highs on Blockade Extension | Apple's Turn Tonight https://www.financialmarkets.com/article/the-fed-split-big-tech-delivered-the-market-reprices2026-07-30T05:10:02.158Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f3c6d8c4-ce47-49ea-ac46-f261e8c79553/image.png?t=1777501508The Fed Split. Big Tech Delivered. The Market Reprices. https://www.financialmarkets.com/article/powell-stays-oil-hit-a-war-high-big-tech-came-through2026-07-30T05:10:02.721Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cbdc3892-17dd-4492-b25e-8e1f395069d8/image.png?t=1777501190Powell Stays | Oil Hit a War High | Big Tech Came Through https://www.financialmarkets.com/article/powell-holds-oil-surges-warsh-waits-the-language-that-couldn-t-ease2026-07-30T05:10:03.319Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/37ac0eef-8211-4b91-9c53-d9c68d36aff9/image.png?t=1777494943Powell Holds | Oil Surges | Warsh Waits | The Language That Couldn’t Ease https://www.financialmarkets.com/article/the-spacex-s-1-has-one-risk-that-changes-everything2026-07-30T05:10:04.225Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c31a854d-250f-48f2-926d-b100755a5d53/image.png?t=1777489531The SpaceX S-1 Has One Risk That Changes Everything. https://www.financialmarkets.com/article/microsoft-loses-grip-aws-moves-fast-spacex-files-its-case2026-07-30T05:10:03.777Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/93d8ee97-9d2e-4f5f-bcb5-409c716f0b3f/image.png?t=1777489885Microsoft Loses Grip | AWS Moves Fast | SpaceX Files Its Case https://www.financialmarkets.com/article/the-fed-the-earnings-the-blockade-all-today2026-07-30T05:10:04.707Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/74db84a4-8891-4040-a63f-34f8365db17f/image.png?t=1777469919The Fed. The Earnings. The Blockade. All Today. https://www.financialmarkets.com/article/ai-chain-slips-starbucks-breaks-pattern-dimon-warns-crisis2026-07-30T05:10:05.159Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/574465b2-ef58-44c3-9949-7786e405dee9/image.png?t=1777468109AI Chain Slips | Starbucks Breaks Pattern | Dimon Warns Crisis https://www.financialmarkets.com/article/powell-s-last-chair-uae-breaks-opec-openai-miss-hits-the-capex-stack-mag-7-reports-into-the-wreckage2026-07-30T05:10:05.600Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6b982f04-f3f8-4edf-8f79-d4083740191a/image.png?t=1777461395Powell's Last Chair | UAE Breaks OPEC | OpenAI Miss Hits the Capex Stack | Mag 7 Reports Into the Wreckage https://www.financialmarkets.com/article/powell-holds-uae-exits-opec-big-tech-on-deck-the-rate-is-the-only-thing-that-didn-t-move2026-07-30T05:20:01.638Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4f03a4a0-f108-409a-acd9-24f37747bb8a/image.png?t=1777461351Powell Holds | UAE Exits OPEC | Big Tech on Deck | The Rate Is the Only Thing That Didn't Move https://www.financialmarkets.com/article/run-the-renegotiation-scenario-before-wednesday-s-numbers2026-07-30T05:20:02.160Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/65be2eef-0dc7-4407-9e1a-915dd8c54e50/image.png?t=1777460353Run the Renegotiation Scenario Before Wednesday's Numbers https://www.financialmarkets.com/article/ai-cracked-oil-climbed-the-fed-waits2026-07-30T05:20:02.768Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cb6a9268-6fc5-4dc8-9364-d775ef00cbac/image.png?t=1777419431AI Cracked. Oil Climbed. The Fed Waits. https://www.financialmarkets.com/article/openai-missed-its-own-targets-uae-leaves-opec-the-consumer-is-splitting2026-07-30T05:20:03.369Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5bed59ba-e4dd-4342-ada4-5628701c3427/image.png?t=1777410318OpenAI Missed Its Own Targets | UAE Leaves OPEC | The Consumer Is Splitting https://www.financialmarkets.com/article/rubio-closes-the-door-oil-holds-the-premium-fed-language-takes-over-the-lever-that-stayed-coupled2026-07-30T05:20:03.831Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c4ee6ddf-fdd5-42fe-a4f0-917d6ded2ce4/image.png?t=1777409436Rubio Closes the Door | Oil Holds the Premium | Fed Language Takes Over | The Lever That Stayed Coupled https://www.financialmarkets.com/article/the-uae-left-opec-the-dollar-swap-story-changed2026-07-30T05:20:04.267Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/02b377b3-2e1f-403a-b413-73d6a1dec1d2/image.png?t=1777408130The UAE Left OPEC. The Dollar Swap Story Changed. https://www.financialmarkets.com/article/uae-quits-opec-iran-storage-near-full-fed-signal-at-risk2026-07-30T05:20:04.748Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/aeaca7a9-3aca-4e6b-b583-e9b61b196be9/image.png?t=1777408633UAE Quits OPEC | Iran Storage Near Full | Fed Signal at Risk https://www.financialmarkets.com/article/records-yesterday-oil-today-wednesday-decides2026-07-30T05:20:05.205Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1ab88ac2-5a5f-496b-b607-98f9afdfca2d/image.png?t=1777382921Records Yesterday. Oil Today. Wednesday Decides. https://www.financialmarkets.com/article/openai-misses-targets-china-orders-deal-reversed-ai-supply-hits-limits2026-07-30T05:20:05.671Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cc60f36d-ba35-4c34-8b6e-ae90954cad8a/image.png?t=1777382649OpenAI Misses Targets | China Orders Deal Reversed | AI Supply Hits Limits https://www.financialmarkets.com/article/rubio-rejects-the-half-deal-oil-jumps-fomc-day-one-the-lever-the-market-is-still-watching2026-07-30T05:20:06.952Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/79d551ca-2649-48a8-a488-de32f7c25e26/image.png?t=1777378613Rubio Rejects the Half-Deal | Oil Jumps | FOMC Day One | The Lever the Market Is Still Watching https://www.financialmarkets.com/article/stress-test-your-openai-position-before-wednesday2026-07-30T05:30:01.262Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b20d6ba0-150e-436b-8c6c-ed43744d6091/image.png?t=1777378299Stress-Test Your OpenAI Position Before Wednesday https://www.financialmarkets.com/article/boj-holds-hawkish-hormuz-deal-dead-on-arrival-breadth-thins-at-record-highs-five-mag-7-in-five-days2026-07-30T05:30:02.198Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/078fc611-e1f6-4145-b8d6-e45edab4c73c/image.png?t=1777378100BOJ Holds Hawkish | Hormuz Deal Dead on Arrival | Breadth Thins at Record Highs | Five Mag 7 in Five Days https://www.financialmarkets.com/article/oil-rises-talks-stall-the-week-starts-heavy2026-07-30T05:30:02.773Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f8c0503f-a0fb-43e7-be58-d4743da40649/image.png?t=1777332132Oil Rises. Talks Stall. The Week Starts Heavy. https://www.financialmarkets.com/article/raised-oil-forecasts-qualcomm-jumped-into-the-ai-hardware-race2026-07-30T05:30:03.572Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f7edc082-d22f-4641-87b5-ebe0ab76d3d1/image.png?t=1777331887Raised Oil Forecasts | Qualcomm Jumped Into the AI Hardware Race https://www.financialmarkets.com/article/iran-offers-half-a-deal-oil-holds-the-premium-stocks-pause-the-split-that-defines-the-week2026-07-30T05:30:04.127Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2c56505b-0f81-4f44-866c-dcc74d7949df/image.png?t=1777324025Iran Offers Half a Deal | Oil Holds the Premium | Stocks Pause | The Split That Defines the Week https://www.financialmarkets.com/article/microsoft-loses-openai-lock-gulf-oil-paradox-musk-altman-trial-opens2026-07-30T05:30:04.718Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/570ff6ab-cc7e-42cd-9c55-772cde535d99/image.png?t=1777323440Microsoft Loses OpenAI Lock | Gulf Oil Paradox | Musk Altman Trial Opens https://www.financialmarkets.com/article/openai-ended-microsoft-39-s-exclusive-partnership-the-map-changed2026-07-30T05:30:05.177Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9ae3608c-af74-40f8-9cd6-b507e955fb53/image.png?t=1777322822OpenAI Ended Microsoft's Exclusive Partnership. The Map Changed. https://www.financialmarkets.com/article/the-talks-collapsed-the-week-begins2026-07-30T05:30:05.669Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bfa80eab-55df-46f9-a41b-98c5d3e90072/image.png?t=1777294277The Talks Collapsed. The Week Begins. https://www.financialmarkets.com/article/wti-leads-tape-fed-vote-near-microsoft-amazon-report2026-07-30T05:30:06.116Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/07880130-2205-40ab-9b84-23773617a5d0/image.png?t=1777293473WTI Leads Tape | Fed Vote Near | Microsoft Amazon Report https://www.financialmarkets.com/article/iran-offers-half-a-deal-brent-hits-108-records-hold-the-strait-without-the-nuclear-question2026-07-30T05:30:06.625Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/51bbadb3-014c-498e-be9c-d1c9eee9fc2f/image.png?t=1777293922Iran Offers Half a Deal | Brent Hits $108 | Records Hold | The Strait Without the Nuclear Question https://www.financialmarkets.com/article/tillis-dropped-his-hold-warsh-has-a-wednesday-vote-the-rate-question-just-changed2026-07-30T05:40:02.221Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/321a80b3-c4e9-4ce4-80d7-1d3a7712e118/image.png?t=1777293268Tillis Dropped His Hold. Warsh Has a Wednesday Vote. The Rate Question Just Changed. https://www.financialmarkets.com/article/iran-39-s-hormuz-offer-five-mag-7-in-five-days-powell-39-s-last-meeting-oil-tests-the-deal2026-07-30T05:40:03.189Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4a917861-1fe1-4c97-a95a-f7d27435b7f6/image.png?t=1777292555Iran's Hormuz Offer | Five Mag 7 in Five Days | Powell's Last Meeting | Oil Tests the Deal https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-bd602026-07-30T05:40:03.679Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dd989d19-bffa-41d4-be8c-3e92e804804e/image.png?t=1777075559Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-split-gets-tested-fed-wednesday-gdp-thursday-big-tech-all-week2026-07-30T05:40:03.980Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1ee1f70b-7317-46bd-a975-380150885da0/image.png?t=1777076672The Split Gets Tested | Fed Wednesday | GDP Thursday | Big Tech All Week https://www.financialmarkets.com/article/the-week-that-tests-the-system2026-07-30T05:40:04.561Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9aca0eb5-73bc-4677-9aeb-c8821c31eb38/image.png?t=1777075947The Week That Tests the System https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-002f2026-07-30T05:40:05.082Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e35600d3-aa20-4e84-8ebc-be12869c6359/image.png?t=1777073717TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/five-questions-the-market-has-to-answer-this-week2026-07-30T05:40:05.574Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/17b9352e-8cab-484d-af0f-adf51af37b61/image.png?t=1777074551Five Questions the Market Has to Answer This Week https://www.financialmarkets.com/article/six-things-that-actually-drove-markets-this-week-816a2026-07-30T05:40:06.526Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e5ae1632-de71-4776-ab80-7d07003078eb/image.png?t=1777075692Six Things That Actually Drove Markets This Week https://www.financialmarkets.com/article/financial-market-news-saturday-review-aa642026-07-30T05:40:06.059Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3d575b02-6554-4346-9ab1-775e9be16bd2/image.png?t=1777074886Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-things-that-actually-drove-markets-this-week-06de2026-07-30T05:40:06.991Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/88b2870f-6594-49b4-9b06-0b56ffad150c/image.png?t=1777076339Six Things That Actually Drove Markets This Week https://www.financialmarkets.com/article/traders-quants-saturday-recap-168d2026-07-30T05:50:01.778Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/24ce2389-7ad6-4539-845a-15ec42310e64/image.png?t=1777073230TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/six-structural-moves-that-drove-markets-this-week2026-07-30T05:50:02.796Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1a0235ff-f069-4faa-bcdc-0653fd5d5e71/image.png?t=1777074146Six Structural Moves That Drove Markets This Week https://www.financialmarkets.com/article/chips-led-oil-stayed-talks-returned2026-07-30T05:50:03.334Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0efe0297-ed8b-4cb8-ad03-6e0f20309a97/image.png?t=1777072869Chips Led. Oil Stayed. Talks Returned. https://www.financialmarkets.com/article/intel-broke-record-warsh-is-certain-consumer-sentiment-all-time-low2026-07-30T05:50:03.805Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bdc007f2-7c18-4724-bcd8-58c07959743e/image.png?t=1777066698Intel Broke Record | Warsh Is Certain | Consumer Sentiment All-Time Low https://www.financialmarkets.com/article/intel-clears-the-bar-peace-odds-rebound-warsh-path-opens-the-split-that-held-the-tape2026-07-30T05:50:04.328Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/03b68257-f0a6-41f0-98cc-5eb8a8f91d39/image.png?t=1777064377Intel Clears the Bar | Peace Odds Rebound | Warsh Path Opens | The Split That Held the Tape https://www.financialmarkets.com/article/warsh-clock-starts-oracle-strains-ai-lending-musk-vs-openai2026-07-30T05:50:04.892Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/34ef4eb4-8978-49e1-8ef9-210a54548865/image.png?t=1777063824Warsh Clock Starts | Oracle Strains AI Lending | Musk vs OpenAI https://www.financialmarkets.com/article/the-powell-probe-ended-every-rate-model-just-changed2026-07-30T05:50:05.323Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c89d539f-92b3-4254-bb13-5b2042fd0eff/image.png?t=1777063227The Powell Probe Ended. Every Rate Model Just Changed. https://www.financialmarkets.com/article/intel-surged-oil-didn-39-t-stop-the-week-ends-unresolved2026-07-30T05:50:05.791Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0c287349-7849-47b8-b526-1c8b3c66f142/image.png?t=1777037809Intel Surged. Oil Didn't Stop. The Week Ends Unresolved. https://www.financialmarkets.com/article/meta-layoffs-polymarket-case-spacex-39-s-ipo2026-07-30T05:50:06.280Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3dd7e88c-0aec-46d0-861e-826790f49f4e/image.png?t=1777037460Meta Layoffs | Polymarket Case | SpaceX's IPO https://www.financialmarkets.com/article/intel-breaks-the-bar-irgc-takes-the-wheel-umich-final-due-the-ceiling-that-moved-the-wrong-way2026-07-30T05:50:06.732Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/48dd19f6-f0ae-4a61-a474-767e43d4e0c8/image.png?t=1777032960Intel Breaks the Bar | IRGC Takes the Wheel | UMich Final Due | The Ceiling That Moved the Wrong Way https://www.financialmarkets.com/article/intel-blows-past-software-cracks-on-iran-17-day-chip-streak-michigan-tests-the-rally2026-07-30T06:00:01.160Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/226488e9-a4ae-4738-8fe9-4ad41a7c3176/image.png?t=1777031438Intel Blows Past | Software Cracks on Iran | 17-Day Chip Streak | Michigan Tests the Rally https://www.financialmarkets.com/article/the-yuan-data-just-confirmed-what-pmd-named-april-202026-07-30T06:00:01.824Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8740f5be-4ed6-440f-9673-a7133d4bc136/image.png?t=1777031925The Yuan Data Just Confirmed What PMD Named April 20. https://www.financialmarkets.com/article/stocks-fell-oil-climbed-the-strait-took-control2026-07-30T06:00:02.457Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8ec68c91-ce9c-4668-9d94-52444b2d69b4/image.png?t=1776983402Stocks Fell. Oil Climbed. The Strait Took Control. https://www.financialmarkets.com/article/txn-best-day-defense-sold-amex-sees-demand-crack2026-07-30T06:00:03.049Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dc9dced7-56ff-42d8-9a0e-1753098c6dc8/image.png?t=1776983226TXN Best Day | Defense Sold | AmEx Sees Demand Crack https://www.financialmarkets.com/article/earnings-beat-then-break-oil-extends-above-100-prediction-markets-face-stress-the-forward-path-that-narrowed2026-07-30T06:00:04.098Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f917bf69-9dcb-43ec-9afb-3622e28784df/image.png?t=1776978543Earnings Beat, Then Break | Oil Extends Above $100 | Prediction Markets Face Stress | The Forward Path That Narrowed https://www.financialmarkets.com/article/software-cracks-hormuz-shuts-down-amex-still-spending2026-07-30T06:00:04.800Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e2a0d9c-9c54-4283-abfe-99966d58bd87/image.png?t=1776978236Software Cracks | Hormuz Shuts Down | AmEx Still Spending https://www.financialmarkets.com/article/iran-seized-two-ships-hormuz-stopped2026-07-30T06:00:05.227Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0fadf3b8-a70a-4d0d-9cf2-d092972717f4/image.png?t=1776976183Iran Seized Two Ships. Hormuz Stopped. https://www.financialmarkets.com/article/records-yesterday-reality-today-oil-is-back-above-1002026-07-30T06:00:05.691Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f2274ce-a08d-4aaf-b77c-fe9a41474e56/image.png?t=1776949861Records Yesterday. Reality Today. Oil Is Back Above $100. https://www.financialmarkets.com/article/uae-yuan-threat-tesla-beat-cash-flow-airlines-guide-lower2026-07-30T06:00:06.256Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a254c45d-cc90-46e4-8f5f-84e4819215d9/image.png?t=1776949043UAE Yuan Threat | Tesla Beat Cash Flow | Airlines Guide Lower https://www.financialmarkets.com/article/capex-split-the-tape-crude-climbs-again-aal-into-the-gap-intel-caps-the-day2026-07-30T06:00:06.848Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a555237c-50a9-4951-9624-99090e8c3b57/image.png?t=1776944525Capex Split The Tape | Crude Climbs Again | AAL Into The Gap | Intel Caps The Day https://www.financialmarkets.com/article/tesla-beats-then-falls-servicenow-cites-war-damage-brent-breaks-104-the-earnings-the-rally-can-39-t-keep2026-07-30T06:10:01.263Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1e548c5b-40bc-4273-aef0-f13cc988d0dd/image.png?t=1776943806Tesla Beats, Then Falls | ServiceNow Cites War Damage | Brent Breaks $104 | The Earnings the Rally Can't Keep https://www.financialmarkets.com/article/moody-39-s-just-called-private-credit-39-s-first-real-test-the-numbers-are-not-pretty2026-07-30T06:10:01.915Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/000e1f6f-6386-40d4-9e73-e2c5e47c58e6/image.png?t=1776943178Moody's Just Called Private Credit's First Real Test. The Numbers Are Not Pretty. https://www.financialmarkets.com/article/records-in-stocks-100-oil-the-gap-is-back2026-07-30T06:10:02.580Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c683269f-af91-4d92-984d-bde1c71e42c0/image.png?t=1776900242Records in Stocks. $100 Oil. The Gap Is Back. https://www.financialmarkets.com/article/iran-seized-two-ships-boeing-beat-futures-market-wrong-about-oil2026-07-30T06:10:03.375Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e4bc543-7b98-4b69-817f-c3c1ac14dfc3/image.png?t=1776899692Iran Seized Two Ships | Boeing Beat | Futures Market Wrong About Oil https://www.financialmarkets.com/article/ceasefire-extends-again-oil-breaks-100-then-pulls-back-prediction-markets-expand-the-time-that-keeps-getting-bought2026-07-30T06:10:03.835Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ad9b3dcf-497b-4e84-a96a-91a50d356f64/image.png?t=1776891299Ceasefire Extends Again | Oil Breaks $100 Then Pulls Back | Prediction Markets Expand | The Time That Keeps Getting Bought https://www.financialmarkets.com/article/trump-backs-spirit-deal-google-splits-ai-chips-micron-pushes-crackdown2026-07-30T06:10:04.315Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5186d97e-5178-4274-ae1a-e00d3e0795c3/image.png?t=1776890991Trump Backs Spirit Deal | Google Splits AI Chips | Micron Pushes Crackdown https://www.financialmarkets.com/article/cursor-shock-lands-blackstone-reopens-market-adobe-doubles-down2026-07-30T06:10:04.779Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bde14615-f7a6-4888-b411-507b13254fc5/image.png?t=1776890611Cursor Shock Lands | Blackstone Reopens Market | Adobe Doubles Down https://www.financialmarkets.com/article/the-ceasefire-extended-the-ships-got-hit-anyway2026-07-30T06:10:05.327Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b261948a-7eee-404b-8c32-404f488c6374/image.png?t=1776863728The Ceasefire Extended. The Ships Got Hit Anyway. https://www.financialmarkets.com/article/trump-bombing-question-warsh-attacks-fed-united-slashes-outlook2026-07-30T06:10:05.818Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8d09cd88-24b4-4846-bb61-e59d9eb1a8b6/image.png?t=1776863586Trump Bombing Question | Warsh Attacks Fed | United Slashes Outlook https://www.financialmarkets.com/article/ceasefire-extended-oil-whipsaws-near-90-tesla-after-the-bell-the-distance-that-didn-39-t-move2026-07-30T06:10:06.323Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d4ddc84b-7be7-4568-9f4b-b662dcef3bed/image.png?t=1776863491Ceasefire Extended | Oil Whipsaws Near $90 | Tesla After the Bell | The Distance That Didn't Move https://www.financialmarkets.com/article/the-iran-talks-collapsed-every-ceasefire-trade-just-got-repriced2026-07-30T06:20:01.562Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0cd9a01d-ddcd-435b-af06-5e5241ebd697/image.png?t=1776860123The Iran Talks Collapsed. Every Ceasefire Trade Just Got Repriced. https://www.financialmarkets.com/article/the-iran-talks-collapse-airlines-slash-guidance-warsh-backs-away-the-timeline-breaks2026-07-30T06:20:02.264Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/76b6840e-3c35-4af5-b4a7-8e1acab84e1c/image.png?t=1776858644The Iran Talks Collapse | Airlines Slash Guidance | Warsh Backs Away | The Timeline Breaks https://www.financialmarkets.com/article/the-ceasefire-extended-the-risk-didn-t-leave2026-07-30T06:20:02.917Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/80177cb9-fd8c-4f24-ba24-229d66fead04/image.png?t=1776813942The Ceasefire Extended. The Risk Didn’t Leave. https://www.financialmarkets.com/article/warsh-said-no-rate-promises-defense-beat-amazon-went-all-in2026-07-30T06:20:03.502Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0ef31db3-2045-4499-91b3-4d5e43ac1140/image.png?t=1776805957Warsh Said No Rate Promises | Defense Beat | Amazon Went All-In https://www.financialmarkets.com/article/talks-stall-mid-flight-oil-reclaims-90-prediction-markets-face-pressure-the-gap-that-tightened-into-wednesday2026-07-30T06:20:04.078Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fd81b73e-d249-463b-9012-b33f25c70341/image.png?t=1776805090Talks Stall Mid-Flight | Oil Reclaims $90 | Prediction Markets Face Pressure | The Gap That Tightened Into Wednesday https://www.financialmarkets.com/article/retail-sales-beat-unitedhealth-breaks-pattern-d-r-horton-cuts-outlook2026-07-30T06:20:04.631Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6b9a88df-660d-4f6f-a062-ec8c27f3a696/image.png?t=1776803809Retail Sales Beat | UnitedHealth Breaks Pattern | D.R. Horton Cuts Outlook https://www.financialmarkets.com/article/warsh-rewired-the-entire-macro-setup-in-one-hearing2026-07-30T06:20:05.181Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/920f505f-b5b1-4e6f-90bb-60ba0a6eca3b/image.png?t=1776803227Warsh Rewired the Entire Macro Setup in One Hearing https://www.financialmarkets.com/article/the-war-trade-is-back-the-deal-still-isn-39-t2026-07-30T06:20:05.675Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/825d4731-0b59-4c04-b4c7-f21d64f6a59f/image.png?t=1776777828The War Trade Is Back. The Deal Still Isn't. https://www.financialmarkets.com/article/cook-leaves-apple-amazon-locks-anthropic-warsh-under-fire2026-07-30T06:20:06.108Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b1c265c7-519e-48f6-b649-62909422f44d/image.png?t=1776778550Cook Leaves Apple | Amazon Locks Anthropic | Warsh Under Fire https://www.financialmarkets.com/article/vance-flies-to-islamabad-iran-signals-reversed-apple-ceo-transition-the-gap-between-motion-and-the-strait2026-07-30T06:20:06.716Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d6145b03-5162-4ee5-a0ad-378e52dcfd72/image.png?t=1776770872Vance Flies to Islamabad | Iran Signals Reversed | Apple CEO Transition | The Gap Between Motion and the Strait https://www.financialmarkets.com/article/anthropic-just-named-the-problem-pmd-identified-april-132026-07-30T06:30:02.706Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8447e39c-5e85-4bb7-9018-966eb778ad6d/image.png?t=1776770679Anthropic Just Named the Problem PMD Identified April 13 https://www.financialmarkets.com/article/ceasefire-clock-defense-prints-unh-pops-big-apple-hands-over-the-keys2026-07-30T06:30:03.386Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9dfb55cc-41a9-4bde-849c-c84383674a1c/image.png?t=1776768832Ceasefire Clock | Defense Prints | UNH Pops Big | Apple Hands Over the Keys https://www.financialmarkets.com/article/the-war-trade-is-back-the-deal-still-isn-t2026-07-30T06:30:03.916Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/79e2a122-f642-4670-8d97-11fb791d0594/image.png?t=1776727186The War Trade Is Back. The Deal Still Isn’t. https://www.financialmarkets.com/article/oil-shock-russell-breaks-records-market-sending-a-signal2026-07-30T06:30:04.456Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ffe2210f-f9ae-4fc1-b1b0-71783456193c/image.png?t=1776723466Oil Shock | Russell Breaks Records | Market Sending a Signal https://www.financialmarkets.com/article/ceasefire-nears-expiry-oil-rebounds-tanker-seizure-confirms-the-shift-the-deadline-that-holds-the-market2026-07-30T06:30:04.971Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d79ce978-5aaf-4442-b41a-71da3151c7a3/image.png?t=1776723178Ceasefire Nears Expiry | Oil Rebounds | Tanker Seizure Confirms the Shift | The Deadline That Holds the Market https://www.financialmarkets.com/article/rate-cut-under-fire-oil-fleeing-middle-east-stocks-are-at-records2026-07-30T06:30:05.587Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bba3f4cf-dba9-4c63-a8d9-410ec4a9c288/image.png?t=1776715533Rate Cut Under Fire | Oil Fleeing Middle East | Stocks Are at Records https://www.financialmarkets.com/article/warsh-39-s-rate-cut-case-is-already-running-into-his-future-colleagues2026-07-30T06:30:06.064Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/36d79ad9-c89c-413e-9cb9-587606f7acc1/image.png?t=1776715160Warsh's Rate Cut Case Is Already Running Into His Future Colleagues https://www.financialmarkets.com/article/the-strait-closed-again-the-ceasefire-expires-tuesday2026-07-30T06:30:06.559Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ad86fd64-be0f-40ef-a330-f68e39ce56d5/image.png?t=1776691796The Strait Closed Again. The Ceasefire Expires Tuesday. https://www.financialmarkets.com/article/uae-questions-dollar-apollo-warns-treasuries-tillis-won-t-budge2026-07-30T06:30:07.036Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/34adf12a-8509-493d-91a0-f0bd8794c99d/image.png?t=1776691480UAE questions dollar | Apollo warns Treasuries | Tillis won’t budge https://www.financialmarkets.com/article/the-gulf-39-s-largest-financial-hub-just-asked-washington-for-a-lifeline2026-07-30T06:30:07.608Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9cff45ac-b2b1-4485-91ad-5b6be2dd69e7/image.png?t=1776683809The Gulf's Largest Financial Hub Just Asked Washington for a Lifeline https://www.financialmarkets.com/article/iran-reverses-the-strait-oil-surges-back-us-seizes-an-iranian-tanker-tuesday-39-s-binary2026-07-30T06:40:01.071Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f671df60-e76d-4340-a11c-eeb0e52db670/image.png?t=1776684079Iran Reverses the Strait | Oil Surges Back | US Seizes an Iranian Tanker | Tuesday's Binary https://www.financialmarkets.com/article/oil-rips-higher-equities-shrug-vance-lands-in-islamabad-warsh-takes-the-stand2026-07-30T06:40:01.681Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/672bed73-0224-49c4-b198-cddf16867787/image.png?t=1776683504Oil Rips Higher | Equities Shrug | Vance Lands in Islamabad | Warsh Takes the Stand https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-98832026-07-30T06:40:02.847Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/39e91d3a-03bf-498c-839b-3092a88780f9/image.png?t=1776478975Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-that-prices-the-recovery2026-07-30T06:40:03.413Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d7dbc524-a317-43aa-ab3f-369f71c1006c/image.png?t=1776480213The Week That Prices the Recovery https://www.financialmarkets.com/article/the-asset-gap-gets-its-first-real-test-earnings-season-accelerates-the-consumer-shows-its-hand2026-07-30T06:40:02.311Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ceca25da-9e66-48c4-90f2-52d63acba625/image.png?t=1776481034The Asset Gap Gets Its First Real Test | Earnings Season Accelerates | The Consumer Shows Its Hand https://www.financialmarkets.com/article/five-questions-this-week-forces-the-market-to-answer2026-07-30T06:40:04.331Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7186cd89-fa21-44af-afae-7d980ba2c34a/image.png?t=1776458979Five Questions This Week Forces the Market to Answer https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-977d2026-07-30T06:40:04.782Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9f67982b-57ab-4935-bf35-b2e0edf260ae/image.png?t=1776458209TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/financial-market-news-saturday-review-bf2a2026-07-30T06:40:05.252Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2f952ffb-237e-4cd7-aec2-3da7eed66ed8/image.png?t=1776459940Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-things-that-actually-drove-markets-this-week-eb1a2026-07-30T06:40:05.722Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/900f8996-81dc-4dc0-9262-ae5786a5b1f3/image.png?t=1776480610Six Things That Actually Drove Markets This Week https://www.financialmarkets.com/article/six-things-that-actually-drove-markets-this-week-964d2026-07-30T06:40:06.244Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/10a971b7-e93a-4c4a-a92a-946dfa6b4815/image.png?t=1776479845Six Things That Actually Drove Markets This Week https://www.financialmarkets.com/article/traders-quants-saturday-recap-e5122026-07-30T06:50:01.320Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f9776ded-ee33-48d1-b08a-c0205f336406/image.png?t=1776457854TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/six-things-that-actually-mattered-this-week-ae652026-07-30T06:50:02.095Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/71ae7965-d9ba-4380-a93e-eeaace6090fa/image.png?t=1776458366Six Things That Actually Mattered This Week https://www.financialmarkets.com/article/the-strait-opened-the-system-didn-t-the-market-chose2026-07-30T06:50:02.747Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8b76fa58-3657-4343-825d-d12740d12e7b/image.png?t=1776466419The Strait “Opened.” The System Didn’t. The Market Chose. https://www.financialmarkets.com/article/hormuz-opens-oil-39-s-worst-week-since-2020-the-rotation-runs-tech-39-s-best-week-in-decades2026-07-30T06:50:03.236Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1afeddce-7de2-471b-bfa5-04f2c698dfdb/image.png?t=1776455834Hormuz Opens | Oil's Worst Week Since 2020 | The Rotation Runs | Tech's Best Week in Decades https://www.financialmarkets.com/article/iran-says-strait-open-oil-breaks-lower-nasdaq-extends-to-12-the-headline-that-moved-too-fast2026-07-30T06:50:03.748Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/57226647-fb0c-48a0-bcd7-a0351cfbf407/image.png?t=1776460693Iran Says Strait “Open” | Oil Breaks Lower | Nasdaq Extends to 12 | The Headline That Moved Too Fast https://www.financialmarkets.com/article/price-iran-39-s-conditions-not-the-headline2026-07-30T06:50:04.183Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3b8619d5-0792-4081-8bf4-d78838be37cc/image.png?t=1776453875Price Iran's Conditions, Not the Headline https://www.financialmarkets.com/article/iran-declares-strait-open-software-best-week-since-2001-anthropic-meets-white-house2026-07-30T06:50:04.676Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/67abebd7-66eb-4b49-88c7-e8f2bc27af0a/image.png?t=1776454396Iran declares Strait open | Software best week since 2001 | Anthropic meets White House https://www.financialmarkets.com/article/the-rally-has-no-resolution-the-weekend-might2026-07-30T06:50:05.107Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/624c260d-9a51-4ec7-9029-9f158e6edba5/image.png?t=1776439346The Rally Has No Resolution. The Weekend Might. https://www.financialmarkets.com/article/ford-eyes-china-wsj-flags-altman-netflix-fails-again2026-07-30T06:50:05.598Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ec686cc9-56f6-4f70-bae5-e24fd1d66f6d/image.png?t=1776429132Ford eyes China | WSJ flags Altman | Netflix fails again https://www.financialmarkets.com/article/netflix-beats-sinks-10-tsmc-profit-jumps-58-nasdaq-hits-12-straight-the-bar-that-moved-overnight2026-07-30T06:50:06.090Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f4d1a5f7-365a-4a29-9f60-7806e7994b53/image.png?t=1776425818Netflix Beats, Sinks 10% | TSMC Profit Jumps 58% | Nasdaq Hits 12 Straight | The Bar That Moved Overnight https://www.financialmarkets.com/article/the-openai-ipo-has-a-governance-problem-the-prospectus-will-have-to-name2026-07-30T07:00:01.452Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5ad7c56c-e821-4f42-83e3-ba551959ede1/image.png?t=1776424515The OpenAI IPO Has a Governance Problem the Prospectus Will Have to Name https://www.financialmarkets.com/article/netflix-beats-and-sells-tokyo-tech-cracks-ally-reads-the-consumer-the-reiteration-is-the-miss2026-07-30T07:00:02.092Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/25d1afae-974d-4361-9c86-934d7c2a3d49/image.png?t=1776424192Netflix Beats and Sells | Tokyo Tech Cracks | Ally Reads the Consumer | The Reiteration Is the Miss https://www.financialmarkets.com/article/records-held-oil-climbed-the-gap-stayed-wide2026-07-30T07:00:02.688Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2d90879b-d827-43a5-bb19-7482da5060c5/image.png?t=1776382446Records Held. Oil Climbed. The Gap Stayed Wide. https://www.financialmarkets.com/article/lebanon-ceasefire-tsmc-beat-and-fell-inflation-is-coming2026-07-30T07:00:03.147Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fcde9412-6c36-4c08-8b8d-d58f08358fa1/image.png?t=1776381541Lebanon Ceasefire | TSMC Beat and Fell | Inflation Is Coming https://www.financialmarkets.com/article/record-extends-oil-rebounds-fed-risk-builds-the-gap-that-still-isn-t-closed2026-07-30T07:00:03.648Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae07cb62-8c99-490a-a546-cfc765977d0e/image.png?t=1776371034Record Extends | Oil Rebounds | Fed Risk Builds | The Gap That Still Isn’t Closed https://www.financialmarkets.com/article/dimon-tightens-credit-williams-flags-stagflation-philippines-pact-signed2026-07-30T07:00:04.116Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/38fecaaa-a7ad-448e-98b4-2941dded6d2c/image.png?t=1776370590Dimon tightens credit | Williams flags stagflation | Philippines pact signed https://www.financialmarkets.com/article/what-your-private-credit-collateral-assumptions-miss-right-now2026-07-30T07:00:04.626Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9e5cc88a-3401-4ed3-b860-85452236d50b/image.png?t=1776370264What Your Private Credit Collateral Assumptions Miss Right Now https://www.financialmarkets.com/article/records-blockade-no-deal-the-market-chose-one2026-07-30T07:00:05.174Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e1b208e-3bbc-4fed-b3f2-8dd8fbe391c0/image.png?t=1776345456Records. Blockade. No Deal. The Market Chose One. https://www.financialmarkets.com/article/pentagon-eyes-gm-ford-china-growth-spirit-unraveling2026-07-30T07:00:05.643Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6ae91e68-80e7-48ee-b22b-cf4738ddcf03/image.png?t=1776344103Pentagon eyes GM Ford | China growth | Spirit unraveling https://www.financialmarkets.com/article/s-amp-p-sets-all-time-high-blockade-still-active-oil-at-92-the-trade-that-priced-the-future2026-07-30T07:00:06.138Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e4ba97a5-e18c-46cc-9f44-2e00b7d79737/image.png?t=1776338305S&P Sets All-Time High | Blockade Still Active | Oil at $92 | The Trade That Priced the Future https://www.financialmarkets.com/article/the-cftc-is-investigating-who-knew-before-trump-posted2026-07-30T07:10:01.428Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/321dac0e-3501-4e13-acd1-41365e7ceaf0/image.png?t=1776338082The CFTC Is Investigating Who Knew Before Trump Posted https://www.financialmarkets.com/article/asml-beats-drops-on-china-nasdaq-39-s-record-streak-hormuz-closed-oil-falling-netflix-reports-tonight2026-07-30T07:10:02.037Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d24d646c-2db1-41ff-8889-d46986ffd03c/image.png?t=1776336651ASML Beats, Drops on China | Nasdaq's Record Streak | Hormuz Closed, Oil Falling | Netflix Reports Tonight https://www.financialmarkets.com/article/rally-chases-the-deal-tech-extends-policy-risk-creeps-back2026-07-30T07:10:02.570Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/caad9b84-01c7-4429-a7e7-4e1978ec2195/image.png?t=1776293881Rally Chases the Deal | Tech Extends | Policy Risk Creeps Back https://www.financialmarkets.com/article/the-blockade-held-markets-made-new-highs2026-07-30T07:10:03.217Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2c24eb24-493b-443a-8763-ad1acc1d8401/image.png?t=1776294852The Blockade Held. Markets Made New Highs. https://www.financialmarkets.com/article/iea-shock-holds-stocks-push-higher-oil-stays-low-the-damage-that-didn-t-reprice-risk2026-07-30T07:10:03.805Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4b0e75c8-52c0-4f15-b8ca-b0e85fdfc47f/image.png?t=1776285586IEA Shock Holds | Stocks Push Higher | Oil Stays Low | The Damage That Didn’t Reprice Risk https://www.financialmarkets.com/article/trump-vs-powell-bank-of-america-highs-farm-stress-builds2026-07-30T07:10:04.367Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a5f063bc-2705-40d6-a71c-7c9ead31794e/image.png?t=1776284810Trump vs Powell | Bank of America highs | Farm stress builds https://www.financialmarkets.com/article/every-rate-model-just-got-a-new-variable2026-07-30T07:10:04.826Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5dd3d1df-f66d-40a7-b87b-f8be93c54c9c/image.png?t=1776283450Every Rate Model Just Got a New Variable https://www.financialmarkets.com/article/the-rally-has-no-resolution-it-has-momentum2026-07-30T07:10:05.397Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f0ec6e7b-afe6-4c6b-a780-d23c218d5376/image.png?t=1776258627The Rally Has No Resolution. It Has Momentum. https://www.financialmarkets.com/article/griffin-recession-call-europe-hormuz-plan-gold-selling-turns2026-07-30T07:10:05.871Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6377fc28-82e7-4a1e-a7a4-221e30e16e58/image.png?t=1776255597Griffin recession call | Europe Hormuz plan | Gold selling turns https://www.financialmarkets.com/article/iea-declares-historic-shock-banks-print-on-volatility-s-amp-p-nears-record-the-damage-nobody-priced2026-07-30T07:10:06.353Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c745b10a-5ac8-450a-abcb-07c6c71e119f/image.png?t=1776255382IEA Declares Historic Shock | Banks Print on Volatility | S&P Nears Record | The Damage Nobody Priced https://www.financialmarkets.com/article/anthropic-is-being-offered-800-billion-it-said-no2026-07-30T07:20:00.959Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4a0319f2-735b-40d2-8bb6-26c1979ed40b/image.png?t=1776250542Anthropic Is Being Offered $800 Billion. It Said No. https://www.financialmarkets.com/article/asml-beats-drops-meta-39-s-custom-chip-bet-oil-fades-on-talk-of-talks-the-ceasefire-expires-next-week2026-07-30T07:20:01.548Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c247c9a3-19bb-402f-95cb-1f225cbbc98c/image.png?t=1776251256ASML Beats, Drops | Meta's Custom Chip Bet | Oil Fades on Talk of Talks | The Ceasefire Expires Next Week https://www.financialmarkets.com/article/the-blockade-held-oil-fell-anyway-markets-chose-diplomacy2026-07-30T07:20:02.179Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cf9fcd8f-c2a1-416f-9804-d123009953fb/image.png?t=1776209622The Blockade Held. Oil Fell Anyway. Markets Chose Diplomacy. https://www.financialmarkets.com/article/ppi-missed-banks-beat-and-fell-physical-oil-is-1332026-07-30T07:20:02.721Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6e867227-516a-4d1d-8732-b63b906ba3bb/image.png?t=1776202876PPI Missed | Banks Beat and Fell | Physical Oil Is $133 https://www.financialmarkets.com/article/talks-extend-oil-breaks-lower-stocks-rally-the-calendar-that-moved-without-the-strait2026-07-30T07:20:03.294Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0c928b86-1c9b-425b-b2a1-a34c635d98dd/image.png?t=1776202583Talks Extend | Oil Breaks Lower | Stocks Rally | The Calendar That Moved Without the Strait https://www.financialmarkets.com/article/iea-demand-drop-dimon-flags-risks-united-eyes-american2026-07-30T07:20:03.795Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3a473e48-323e-474b-aa1c-b7c0af7f741b/image.png?t=1776202150IEA Demand Drop | Dimon Flags Risks | United Eyes American https://www.financialmarkets.com/article/you-39-re-watching-the-wrong-oil-price2026-07-30T07:20:04.247Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b58ff04a-63af-415e-8181-256bc6ef7300/image.png?t=1776201625You're Watching the Wrong Oil Price https://www.financialmarkets.com/article/the-market-got-back-to-even-now-it-has-to-stay-there2026-07-30T07:20:04.727Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/af412cf1-9374-414f-b21d-545dc395d38c/image.png?t=1776172513The Market Got Back to Even. Now It Has to Stay There. https://www.financialmarkets.com/article/trump-blockade-begins-blackrock-goes-overweight-opec-output-crash2026-07-30T07:20:05.164Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/493ccee4-d884-4584-a9ed-747cac4b072e/image.png?t=1776169660Trump Blockade Begins | BlackRock Goes Overweight | OPEC Output Crash https://www.financialmarkets.com/article/talks-revive-strait-stays-closed-goldman-prints-records-oil-reprices-the-calendar-the-ceiling-that-didn-39-t-move2026-07-30T07:20:12.027Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/821a4bff-8e1a-4186-86e9-bab4a7269e6c/image.png?t=1776169237Talks Revive, Strait Stays Closed | Goldman Prints Records | Oil Reprices the Calendar | The Ceiling That Didn't Move https://www.financialmarkets.com/article/wti-just-became-a-strategic-asset2026-07-30T07:30:02.587Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/864ece42-e931-413b-880c-b861a5a6f980/image.png?t=1776168976WTI Just Became a Strategic Asset https://www.financialmarkets.com/article/goldman-39-s-war-quarter-software-breaks-then-holds-oil-fades-into-the-blockade-dimon-before-the-bell2026-07-30T07:30:03.275Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/50e36e0b-a1aa-4a57-8ab2-16cd4d64ee63/image.png?t=1776163921Goldman's War Quarter | Software Breaks Then Holds | Oil Fades Into the Blockade | Dimon Before the Bell https://www.financialmarkets.com/article/the-blockade-started-markets-didn-t-break2026-07-30T07:30:03.820Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d24d973a-01a1-4825-b7ba-dc25e27c9b44/image.png?t=1776123538The Blockade Started. Markets Didn’t Break. https://www.financialmarkets.com/article/goldman-missed-software-snaps-back-iran-can-wait2026-07-30T07:30:04.262Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8ee9fd77-fdb8-412f-a6c0-433d5088e203/image.png?t=1776122941Goldman Missed | Software Snaps Back | Iran Can Wait https://www.financialmarkets.com/article/blockade-begins-oil-fails-to-hold-stocks-absorb-the-escalation-that-didn-t-reprice-the-system2026-07-30T07:30:04.786Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0d686aa1-dff2-42de-8acc-512aa62d1e29/image.png?t=1776111259Blockade Begins | Oil Fails to Hold | Stocks Absorb | The Escalation That Didn’t Reprice the System https://www.financialmarkets.com/article/the-guardrails-are-gone-the-bills-are-arriving2026-07-30T07:30:05.223Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/3320d1a9-3b60-4716-b6fa-3ad80e64e179/image.png?t=1776110182The Guardrails Are Gone. The Bills Are Arriving. https://www.financialmarkets.com/article/china-dominates-solar-housing-slows-hard-goldman-record-quarter2026-07-30T07:30:05.847Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/823d9b31-1762-492e-b621-491c641270e2/image.png?t=1776110717China dominates solar | Housing slows hard | Goldman record quarter https://www.financialmarkets.com/article/the-deal-fell-apart-the-blockade-starts-today2026-07-30T07:30:06.324Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/672571c1-7364-4420-80ca-dfac4f361b5f/image.png?t=1776084785The Deal Fell Apart. The Blockade Starts Today. https://www.financialmarkets.com/article/iran-shuts-strait-wti-hits-104-anthropic-limits-peak2026-07-30T07:30:06.758Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9dac215a-db4a-42e3-9293-5da367ad7d11/image.png?t=1776084443Iran shuts strait | WTI hits 104 | Anthropic limits peak https://www.financialmarkets.com/article/islamabad-fails-blockade-begins-oil-surges-past-100-the-nuclear-wall-the-ceasefire-couldn-39-t-clear2026-07-30T07:30:07.220Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2e8bcd5d-4fee-491f-8849-116145864ed8/image.png?t=1776079587Islamabad Fails | Blockade Begins | Oil Surges Past $100 | The Nuclear Wall the Ceasefire Couldn't Clear https://www.financialmarkets.com/article/hormuz-blockade-on-oil-back-above-100-truce-rally-unwinds-goldman-reports-into-the-storm2026-07-30T07:40:05.993Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/2ca9decd-144f-42e8-815d-8d7599778746/image.png?t=1776080492Hormuz Blockade On | Oil Back Above $100 | Truce Rally Unwinds | Goldman Reports Into the Storm https://www.financialmarkets.com/article/the-ai-boom-is-running-out-of-the-one-thing-it-cannot-print2026-07-30T07:40:06.622Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8500ca76-b9dd-47d4-96c3-6bc57ebe348d/image.png?t=1776082501The AI Boom Is Running Out of the One Thing It Cannot Print https://www.financialmarkets.com/article/the-week-that-tests-the-rally2026-07-30T07:40:07.195Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/eea659ca-7a77-4364-8827-1fb95e6588d5/image.png?t=1775937496The Week That Tests the Rally https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-cd3a2026-07-30T07:40:07.815Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8ea5f1b7-64e8-4876-8397-5ca0c3fffb12/image.jpeg?t=1775937125Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-after-the-shock-data-meets-the-ceiling-earnings-test-the-floor2026-07-30T07:40:08.442Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e92195ac-edce-4e49-92c6-0d89671e57e4/image.png?t=1775937910The Week After the Shock | Data Meets the Ceiling | Earnings Test the Floor https://www.financialmarkets.com/article/the-week-ahead-will-show-whether-structure-holds-under-earnings2026-07-30T07:40:08.912Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4028d956-e3c4-4ef1-9ca4-753db4f63f36/image.png?t=1775936326The Week Ahead Will Show Whether Structure Holds Under Earnings https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-51eb2026-07-30T07:40:09.512Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bd488d80-ac0d-47af-9fd9-fb54bee69608/image.png?t=1775936017TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/six-forces-that-actually-moved-markets-this-week2026-07-30T07:40:10.040Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/53f51d2e-22c0-4661-994b-508675cb8140/image.png?t=1775855831Six Forces That Actually Moved Markets This Week https://www.financialmarkets.com/article/financial-market-news-saturday-review-86b82026-07-30T07:40:10.556Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/93dd7c10-ad58-4d71-88ce-83547cf5ccc0/image.jpeg?t=1775856382Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-things-that-actually-drove-markets-this-week2026-07-30T07:40:11.116Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bf0b7822-e9ee-4edc-9318-d661ddf1c8b9/image.png?t=1775857625Six Things That Actually Drove Markets This Week https://www.financialmarkets.com/article/traders-quants-saturday-recap-3b032026-07-30T07:50:01.542Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/348f1ace-a1f4-4702-939b-c2d4b43ce995/image.png?t=1775857261TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/six-things-that-actually-mattered-this-week-881f2026-07-30T07:50:02.556Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/31be910a-1781-4be6-9943-12b0ad58fbbb/image.png?t=1775860147Six Things That Actually Mattered This Week https://www.financialmarkets.com/article/inflation-landed-oil-didn-t-fall-enough-bitcoin-is-waiting2026-07-30T07:50:03.240Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/a9c7f5a1-c880-4e85-9830-9732f168a934/image.png?t=1775859455Inflation Landed. Oil Didn’t Fall Enough. Bitcoin Is Waiting. https://www.financialmarkets.com/article/cpi-report-consumer-sentiment-all-time-low-software-breaks2026-07-30T07:50:03.709Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1331556b-33b4-4ca1-b73c-3dd76fc21d2a/image.png?t=1775856747CPI Report | Consumer Sentiment All-Time Low | Software Breaks https://www.financialmarkets.com/article/cpi-landed-hot-oil-slipped-anyway-islamabad-starts-tomorrow-the-rally-chose-forward-over-backward2026-07-30T07:50:04.307Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/afbe39bb-662c-4e5f-9096-2a1a9162fc40/image.png?t=1775853857CPI Landed Hot | Oil Slipped Anyway | Islamabad Starts Tomorrow | The Rally Chose Forward Over Backward https://www.financialmarkets.com/article/private-credit-got-a-short-button-cpi-hit-consumers-broke2026-07-30T07:50:04.840Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/634f7af4-a989-40f6-b178-0b9c0c954e94/image.png?t=1775853225Private Credit Got a Short Button | CPI Hit | Consumers Broke https://www.financialmarkets.com/article/cpi-lands-hot-vance-in-pakistan-powell-dinner-insurers-warned2026-07-30T07:50:05.571Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/be848fdb-7268-4812-948a-72d02dec6bbd/image.png?t=1775855456CPI Lands Hot | Vance in Pakistan | Powell Dinner | Insurers Warned https://www.financialmarkets.com/article/cpi-day-meets-a-constrained-system2026-07-30T07:50:06.095Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dea65b9a-ede2-485c-9030-2383e05108a2/image.png?t=1775827877CPI Day Meets a Constrained System https://www.financialmarkets.com/article/iran-hits-saudi-warsh-delayed-anthropic-rising-china-inflation2026-07-30T07:50:06.622Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/61293894-043d-45c4-a5c0-aac637e73ee2/image.png?t=1775827471Iran Hits Saudi | Warsh Delayed | Anthropic Rising | China Inflation https://www.financialmarkets.com/article/cpi-lands-hot-islamabad-opens-tomorrow-oil-re-bids-near-99-the-rally-priced-peace-but-the-bill-priced-war2026-07-30T07:50:07.154Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/77aaa5b5-1220-4c44-836b-61fe09d36af5/image.png?t=1775820282CPI Lands Hot | Islamabad Opens Tomorrow | Oil Re-Bids Near 99 | The Rally Priced Peace but the Bill Priced War https://www.financialmarkets.com/article/meta-39-s-35-billion-bet-has-one-counterparty2026-07-30T08:00:08.282Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8ad627b0-ade8-4eeb-8925-56efe8195bf2/image.png?t=1775819505Meta's $35 Billion Bet Has One Counterparty https://www.financialmarkets.com/article/cpi-lands-today-fed-minutes-flash-two-sided-risk-ceasefire-talks-open-in-islamabad-the-aerospace-name-nobody-39-s-watchi2026-07-30T08:00:11.639Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/cc63a40e-0765-4b7c-81d6-f0abae8d271e/image.png?t=1775818662CPI Lands Today | Fed Minutes Flash Two-Sided Risk | Ceasefire Talks Open in Islamabad | The Aerospace Name Nobody's Watching https://www.financialmarkets.com/article/the-strait-stayed-closed-the-rally-came-back-anyway2026-07-30T08:00:13.992Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/10a75a35-c5b6-4248-9df1-be36adbb11cc/image.png?t=1775774949The Strait Stayed Closed. The Rally Came Back Anyway. https://www.financialmarkets.com/article/pce-lands-hot-private-credit-cracks-wider-retail-traders-didn-t-show-up2026-07-30T08:00:14.888Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/08984a1d-0e47-49c4-b525-ca1d0e28d7ad/image.jpeg?t=1775769507PCE Lands Hot | Private Credit Cracks Wider | Retail Traders Didn’t Show Up https://www.financialmarkets.com/article/blackrock-built-the-structure-that-wins-this-market2026-07-30T08:00:16.006Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/07f4bc39-8f93-4b59-9380-d8f771017abd/image.png?t=1775766486BlackRock Built the Structure That Wins This Market https://www.financialmarkets.com/article/the-relief-cracked-oil-recovered-lebanon-repriced-the-route-the-one-day-peace-trade-failed2026-07-30T08:00:22.128Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bc72d2be-33c4-45cf-81de-f1f2305e751a/image.png?t=1775767316The Relief Cracked | Oil Recovered | Lebanon Repriced the Route | The One-Day Peace Trade Failed https://www.financialmarkets.com/article/retail-sells-surge-jack-daniel-s-fight-amazon-chip-ambition2026-07-30T08:00:22.895Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6ecd3d97-77c7-47b5-865c-b3c9dbc503dc/image.png?t=1775766912Retail Sells Surge | Jack Daniel’s Fight | Amazon Chip Ambition https://www.financialmarkets.com/article/the-ceasefire-held-the-constraint-didn-t2026-07-30T08:00:23.435Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/698df85b-c9d2-4bdb-bbcb-744d62fbbbc5/image.png?t=1775741246The Ceasefire Held. The Constraint Didn’t. https://www.financialmarkets.com/article/iran-toll-booth-brent-disconnect-disney-trims-teams2026-07-30T08:00:23.996Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/19b1ec44-ae17-49a9-a3e8-5d8b73be241f/image.png?t=1775736988Iran toll booth | Brent disconnect | Disney trims teams https://www.financialmarkets.com/article/ceasefire-cracks-overnight-oil-rebounds-above-97-lebanon-shatters-the-terms-the-route-premium-widens2026-07-30T08:00:26.156Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9ed1a013-00d1-40ce-b46d-eed4ca88d971/image.png?t=1775735043Ceasefire Cracks Overnight | Oil Rebounds Above $97 | Lebanon Shatters the Terms | The Route Premium Widens https://www.financialmarkets.com/article/ceasefire-frays-fed-minutes-float-hikes-hormuz-still-blocked-howmet-39-s-quiet-bet2026-07-30T08:10:01.097Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d3dfe91c-6e98-4452-b738-5624382d7ec7/image.png?t=1775734011Ceasefire Frays | Fed Minutes Float Hikes | Hormuz Still Blocked | Howmet's Quiet Bet https://www.financialmarkets.com/article/blackstone-just-pulled-hologic-off-the-board2026-07-30T08:10:01.742Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ec19a950-5b0b-4c33-ab8b-6c747261fb47/image.png?t=1775734664Blackstone Just Pulled Hologic Off the Board https://www.financialmarkets.com/article/the-ceasefire-landed-the-constraint-didn-t-move2026-07-30T08:10:02.373Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/38f494e7-84fe-4bdd-8b84-e2bd29b454ca/image.png?t=1775690817The Ceasefire Landed. The Constraint Didn’t Move. https://www.financialmarkets.com/article/ceasefire-trades-delta-beat-on-a-brutal-quarter-the-fed-said-both-things-at-once2026-07-30T08:10:02.888Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ae7c8965-a197-458b-85c5-27102cd6d4d6/image.png?t=1775690511Ceasefire Trades | Delta Beat on a Brutal Quarter | The Fed Said Both Things at Once https://www.financialmarkets.com/article/ceasefire-priced-fast-access-priced-slow-minutes-hardened-the-fed-the-route-premium-survived2026-07-30T08:10:03.521Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/81422369-6abe-48f8-99a8-49a7e1b5aa28/image.png?t=1775684084Ceasefire Priced Fast | Access Priced Slow | Minutes Hardened the Fed | The Route Premium Survived https://www.financialmarkets.com/article/delta-cost-shock-exxon-slips-powell-waits-robinhood-math2026-07-30T08:10:04.067Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e0d63ad0-2ee9-4294-bc33-01a7e6362c20/image.png?t=1775676232Delta cost shock | Exxon slips | Powell waits | Robinhood math https://www.financialmarkets.com/article/the-ceasefire-hit-the-strait-didn-39-t-open2026-07-30T08:10:04.591Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/fc75aa1c-5ba0-4f1c-a808-37c880a47baf/image.png?t=1775676745The Ceasefire Hit. The Strait Didn't Open. https://www.financialmarkets.com/article/the-ceasefire-landed-oil-collapsed-bitcoin-broke-72k2026-07-30T08:10:05.081Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c76ce818-cca5-4293-bef3-0f8632f1854e/image.png?t=1775655108The Ceasefire Landed. Oil Collapsed. Bitcoin Broke $72K. https://www.financialmarkets.com/article/trump-ceasefire-twist-iran-holds-strait-delta-raises-fees2026-07-30T08:10:05.555Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9c1bb92f-bc51-49e7-a1e9-8f41b7c282c0/image.png?t=1775654675Trump Ceasefire Twist | Iran Holds Strait | Delta Raises Fees https://www.financialmarkets.com/article/ceasefire-lands-oil-crashes-yields-fall-what-quot-coordination-required-quot-actually-means2026-07-30T08:10:06.009Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b81f1947-8074-49b9-905c-7e23f68ba253/image.png?t=1775654269Ceasefire Lands | Oil Crashes | Yields Fall | What "Coordination Required" Actually Means https://www.financialmarkets.com/article/intel-just-landed-the-customer-it-bought-the-fab-for2026-07-30T08:20:03.328Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c9f60a28-582d-4c25-acf7-12040e9e4c51/image.png?t=1775647447Intel Just Landed the Customer It Bought the Fab For https://www.financialmarkets.com/article/ceasefire-lands-oil-39-s-biggest-drop-since-the-gulf-war-delta-reports-into-the-wreckage-two-weeks-to-prove-it-39-s-real2026-07-30T08:20:03.962Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1c06ae00-d97a-48d6-ac3f-a3cac947d695/image.png?t=1775647010Ceasefire Lands | Oil's Biggest Drop Since the Gulf War | Delta Reports Into the Wreckage | Two Weeks to Prove It's Real https://www.financialmarkets.com/article/iran-rejects-the-deal-oil-prices-panic-markets-still-hold2026-07-30T08:20:04.496Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/dada8886-6ae3-4b20-a241-ea5af797bd38/image.png?t=1775605245Iran Rejects the Deal | Oil Prices Panic | Markets Still Hold https://www.financialmarkets.com/article/deadline-night-broadcom-wins-the-inflation-anchor-is-slipping2026-07-30T08:20:05.036Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e399e8d7-de19-4ffb-be57-3b55f18305c2/image.png?t=1775604630Deadline Night | Broadcom Wins | The Inflation Anchor Is Slipping https://www.financialmarkets.com/article/the-deadline-passed-oil-won-the-session-minutes-couldn-t-move-the-strait-what-friday-s-cpi-inherits2026-07-30T08:20:05.539Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/974603d6-94d1-424b-8d88-11b85e164672/image.png?t=1775593383The Deadline Passed | Oil Won the Session | Minutes Couldn’t Move the Strait | What Friday’s CPI Inherits https://www.financialmarkets.com/article/moody-39-s-just-confirmed-what-the-redemption-data-already-showed2026-07-30T08:20:06.147Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/8127abfd-7fd5-414f-b78e-21f36508e8b5/image.png?t=1775592476Moody's Just Confirmed What the Redemption Data Already Showed https://www.financialmarkets.com/article/opec-shock-deepens-spacex-date-moody-s-flags-bdcs2026-07-30T08:20:06.683Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/f8dcb2b3-2ea8-4b28-80d0-358814a16db5/image.png?t=1775592835OPEC Shock Deepens | SpaceX Date | Moody’s Flags BDCs https://www.financialmarkets.com/article/the-deadline-is-tonight-the-market-is-trading-through-it2026-07-30T08:20:07.138Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e06489ef-92b9-4739-bed8-42e0380bf4ae/image.png?t=1775567931The Deadline Is Tonight. The Market Is Trading Through It. https://www.financialmarkets.com/article/trump-pushes-iran-broadcom-reveals-scale-unitedhealth-pops2026-07-30T08:20:07.582Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/71e71e46-db39-4266-9787-d7ad37095346/image.png?t=1775567679Trump Pushes Iran | Broadcom Reveals Scale | UnitedHealth Pops https://www.financialmarkets.com/article/iran-rejects-the-framework-ships-find-bilateral-terms-fomc-minutes-today-what-the-ceasefire-odds-don-39-t-price2026-07-30T08:20:08.182Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/87468530-1db9-49e2-bc2d-ee0af71890e9/image.png?t=1775567646Iran Rejects the Framework | Ships Find Bilateral Terms | FOMC Minutes Today | What the Ceasefire Odds Don't Price https://www.financialmarkets.com/article/cms-reprices-managed-care-overnight-hormuz-deadline-at-8pm-defense-still-leading-delta-reports-into-the-storm2026-07-30T08:30:01.578Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/60fba7ce-833a-463c-8e38-aa74fbf57887/image.png?t=1775562201CMS Reprices Managed Care Overnight | Hormuz Deadline at 8pm | Defense Still Leading | Delta Reports Into the Storm https://www.financialmarkets.com/article/nobody-can-insure-what-we-39-re-building2026-07-30T08:30:02.187Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/60d0bea2-a4f6-400e-ba02-bcc734dcc863/image.png?t=1775558397Nobody Can Insure What We're Building https://www.financialmarkets.com/article/deadline-hits-oil-holds-112-bitcoin-fails-70k2026-07-30T08:30:03.070Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5970c652-080d-4d5b-9cc4-71acb120ad5a/image.png?t=1775515881Deadline Hits | Oil Holds $112 | Bitcoin Fails $70K https://www.financialmarkets.com/article/iran-says-no-dimon-names-the-skunk-tuesday-39-s-deadline-looms2026-07-30T08:30:03.650Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4e055bd8-2f51-4af5-89fb-1cc9577702a5/image.png?t=1775515495Iran Says No | Dimon Names the Skunk | Tuesday's Deadline Looms https://www.financialmarkets.com/article/india-chooses-a-side-goldman-holds-oracle-borrows-jpmorgan-writes2026-07-30T08:30:04.307Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c0386bce-b234-4948-a9a4-46a6875f090a/image.png?t=1775508431India Chooses a Side | Goldman Holds | Oracle Borrows | JPMorgan Writes https://www.financialmarkets.com/article/the-deadline-held-services-slowed-oil-stayed-bid-tuesday-carries-the-load2026-07-30T08:30:04.797Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/093973e9-f6ec-43e8-a669-5d37d21517b9/image.png?t=1775508734The Deadline Held | Services Slowed | Oil Stayed Bid | Tuesday Carries the Load https://www.financialmarkets.com/article/dimon-named-the-risks-this-morning-the-data-confirmed-them-by-noon2026-07-30T08:30:05.277Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/6ca650d0-92d3-41dd-b8b1-c16399141681/image.png?t=1775508151Dimon Named the Risks This Morning. The Data Confirmed Them by Noon. https://www.financialmarkets.com/article/the-monday-rally-again-but-this-one-has-a-deadline2026-07-30T08:30:05.866Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/b1c165b1-7016-4166-96c2-94bc5f63e283/image.png?t=1775481387The Monday Rally. Again. But This One Has a Deadline. https://www.financialmarkets.com/article/opec-adds-oil-saudi-cuts-back-eu-tax-debate2026-07-30T08:30:06.364Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/4952b2cb-683a-4210-95ac-67d82bb7e718/image.png?t=1775479124OPEC Adds Oil | Saudi Cuts Back | EU Tax Debate https://www.financialmarkets.com/article/march-payrolls-beat-tuesday-8-pm-deadline-pakistan-39-s-accord-stalls-the-number-that-can-39-t-hold-the-corridor2026-07-30T08:30:06.875Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/c8ecd076-3833-4a66-a098-747adf99d9e1/image.png?t=1775475398March Payrolls Beat | Tuesday 8 PM Deadline | Pakistan's Accord Stalls | The Number That Can't Hold the Corridor https://www.financialmarkets.com/article/the-ai-financials-the-market-was-actually-waiting-for2026-07-30T08:40:01.653Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0219c6b4-b1d3-4e10-b89d-29a5ea14399c/image.png?t=1775475114The AI Financials the Market Was Actually Waiting For https://www.financialmarkets.com/article/trump-39-s-tuesday-deadline-nfp-gap-trade-airlines-diverge-cpi-week-arrives2026-07-30T08:40:02.816Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/15b516e0-2ed4-4422-a03c-d1afcf5a6741/image.png?t=1775474620Trump's Tuesday Deadline | NFP Gap Trade | Airlines Diverge | CPI Week Arrives https://www.financialmarkets.com/article/tuesday-prices-the-weekend-april-6-in-five-days-the-data-arrives-from-inside-the-corridor2026-07-30T08:40:03.678Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7510f021-5a7d-4229-9fbe-b3cb623bb4fc/image.png?t=1775317778Tuesday Prices the Weekend | April 6 in Five Days | The Data Arrives From Inside the Corridor https://www.financialmarkets.com/article/the-week-that-prices-the-damage2026-07-30T08:40:04.677Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ce232204-fe05-4e6c-bba6-26fbd1a1ed9f/image.png?t=1775317321The Week That Prices the Damage https://www.financialmarkets.com/article/financial-market-news-sunday-outlook-e74e2026-07-30T08:40:05.420Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bcb7c1b5-3782-4564-bb1a-35d9087302f7/image.png?t=1775317016Financial Market News | Sunday Outlook https://www.financialmarkets.com/article/the-week-ahead-will-show-whether-the-cracks-are-spreading2026-07-30T08:40:06.159Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5fc6d07a-c08d-4a58-8826-e70d7bdd3421/image.png?t=1775316483The Week Ahead Will Show Whether the Cracks Are Spreading https://www.financialmarkets.com/article/traders-quants-sunday-look-ahead-69662026-07-30T08:40:06.729Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/7aa12fbe-8ef0-4070-a679-bfac85300104/image.png?t=1775315981TRADERS & QUANTS — SUNDAY LOOK AHEAD https://www.financialmarkets.com/article/six-forces-that-actually-drove-markets-this-week2026-07-30T08:40:07.223Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ee5f0299-6c2c-4051-8669-84615696d255/image.png?t=1775245625Six Forces That Actually Drove Markets This Week https://www.financialmarkets.com/article/financial-market-news-saturday-review-a7d52026-07-30T08:40:07.738Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/5ebcb873-204c-4cd1-97b1-56ec6ea02db2/unnamed.png?t=1775243942Financial Market News | Saturday Review https://www.financialmarkets.com/article/six-things-that-actually-drove-markets-this-week-4b3f2026-07-30T08:40:08.288Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1b23808f-7f91-45c7-b409-d438de8ea757/image.png?t=1775246200Six Things That Actually Drove Markets This Week https://www.financialmarkets.com/article/traders-quants-saturday-recap-38a32026-07-30T08:50:05.986Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/271e1f1f-6519-4756-8d8d-9db3d31afce0/image.png?t=1775243171TRADERS & QUANTS — SATURDAY RECAP https://www.financialmarkets.com/article/six-things-that-actually-mattered-this-week-19d62026-07-30T08:50:06.610Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/39d4f440-0fa0-41e8-8e55-8d4bba9340c6/image.png?t=1775243612Six Things That Actually Mattered This Week https://www.financialmarkets.com/article/the-quarter-that-tested-everything2026-07-30T08:50:07.112Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ad211a5f-eedd-46f7-a352-92c51890b50a/image.png?t=1775216777The Quarter That Tested Everything https://www.financialmarkets.com/article/the-quarter-that-changed-the-map2026-07-30T08:50:07.672Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/706922d2-4556-49d4-bdbc-16f41ccae255/image.png?t=1775217369The Quarter That Changed the Map https://www.financialmarkets.com/article/q1-2026-the-quarter-markets-stopped-pricing-events-and-started-pricing-regimes2026-07-30T08:50:08.161Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0f084abe-7d15-46a3-9c7c-ecd543875173/image.png?t=1775216389Q1 2026: The Quarter Markets Stopped Pricing Events and Started Pricing Regimes https://www.financialmarkets.com/article/q1-2026-what-happened-and-what-comes-next2026-07-30T08:50:09.070Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/090e1c1d-9fbe-4b4c-93b4-790c92b82688/image.png?t=1775215782Q1 2026: What Happened and What Comes Next https://www.financialmarkets.com/article/q1-2026-the-quarter-the-market-ran-out-of-playbook-and-what-comes-next2026-07-30T08:50:08.628Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/27fc87c1-db4a-4fe4-983d-fd2a6778e3c8/image.png?t=1775215001Q1 2026: The Quarter the Market Ran Out of Playbook — and What Comes Next https://www.financialmarkets.com/article/no-exit-plan-oil-spikes-11-bitcoin-holds-66k2026-07-30T08:50:09.595Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/1bfec2dd-1d9b-4dda-bcd9-085aea23795d/image.png?t=1775172211No Exit Plan | Oil Spikes 11% | Bitcoin Holds $66K https://www.financialmarkets.com/article/peace-rally-dead-oil-up-payrolls-into-a-closed-market2026-07-30T08:50:10.097Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/bf6b9d49-7f0c-4acb-b3fb-e468b51e5e93/image.png?t=1775171819Peace Rally Dead | Oil Up | Payrolls Into a Closed Market. https://www.financialmarkets.com/article/oil-took-control-payrolls-wait-in-the-dark-ceasefire-odds-broke-tuesday-inherits-the-shock2026-07-30T08:50:10.655Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/e7e3f265-69e1-48ff-8fcf-6d090391e673/image.png?t=1775163940Oil Took Control | Payrolls Wait in the Dark | Ceasefire Odds Broke | Tuesday Inherits the Shock https://www.financialmarkets.com/article/the-market-priced-one-oil-shock-it-39-s-getting-two2026-07-30T09:00:01.918Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/42ade7fc-e5b6-4f7c-affa-9e54bfac1877/image.png?t=1775163151The Market Priced One Oil Shock. It's Getting Two. https://www.financialmarkets.com/article/trump-targets-drugs-russia-hit-tesla-drops2026-07-30T09:00:02.539Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/ce1b37c6-1d2f-428c-815c-7129b8445680/image.png?t=1775163494Trump Targets Drugs | Russia Hit | Tesla Drops https://www.financialmarkets.com/article/trump-39-s-speech-erased-the-rally-the-spr-runs-out-in-two-weeks2026-07-30T09:00:03.424Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/d3caf9d6-195e-4c87-bbb1-884e34bf69b9/image.png?t=1775137117Trump's Speech Erased the Rally. The SPR Runs Out in Two Weeks. https://www.financialmarkets.com/article/lilly-vs-novo-trump-talks-war-china-bottleneck2026-07-30T09:00:04.091Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/85b352cd-bb9f-4ba8-aa51-7ca1db287502/image.png?t=1775136835Lilly vs Novo | Trump Talks War | China Bottleneck https://www.financialmarkets.com/article/trump-resets-the-clock-oil-back-above-107-ceasefire-odds-collapse-payrolls-into-a-closed-market2026-07-30T09:00:04.654Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/611f3ca3-81b6-46e2-9031-69556dfe156a/image.png?t=1775130856Trump Resets the Clock | Oil Back Above $107 | Ceasefire Odds Collapse | Payrolls Into a Closed Market https://www.financialmarkets.com/article/the-ai-build-out-runs-on-chinese-parts2026-07-30T09:00:05.475Zweekly0.7https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/0e988518-fd8a-463e-921e-c9e40ff0f4f8/image.png?t=1775130402The AI Build-Out Runs on Chinese Parts