News
Markets, macro and movers — curated.
Fed Rate Divide Widens as U.S. and Asian AI Memory Stocks Split
A Fed official pushes to raise rates while U.S. and Asian memory chip stocks split on Nvidia's supply plans, and cyber names surge.
Crypto Rally Holds as Investors Watch September 15 Clarity Act Vote
Bitcoin and Ethereum hold gains as markets await the September 15 Clarity Act vote and weigh crypto regulation, Treasury buybacks, and the debasement trade.
Gold's Best Day of the Year Rides Technicals While the Fear Trade Still Waits
Gold jumped $175 on bond intervention and weak jobs data, but the real rally waits on Wall Street rotation into miners.
Marvell's Interconnect Story: How NVDA and GOOGL Feed Its Growth
Marvell's real AI growth driver is optical interconnect that lets chips from many vendors talk, not the chips themselves.
Big Options Moves in Nvidia, SpaceX, and Oracle
Bullish call buying hits NVDA after a record quarter, SpaceX after a $100B Louisiana launch site, and ORCL ahead of Sept 10 earnings.
NVDA Beats and Resets Its Floor Higher: Strong Guidance, Small Margin Dip, and the China Wild Card
NVDA posted $96.2B revenue and $2.22 EPS, guided Q3 to $110.1B, raised next-year growth to 70%, and shrugged off a small margin dip.
U-Haul and Alphabet: Hidden Value in Storage and the AI Full Stack
Why U-Haul's storage arm may equal its whole market cap, and why Alphabet's full-stack AI position looks strong despite heavy spending.
NVIDIA's Blowout Guidance Lifts Tech, and Two Trades in CME and Marvell
NVIDIA's strong 2028 guidance sparked a broad tech rally, opening trade setups in CME Group and Marvell as custom silicon demand grows.
The Big Three Trades: Salesforce, Dollar General, and HP After Earnings
Three earnings-driven trades on Salesforce (CRM), Dollar General (DG), and HP (HPQ) with option strategies, price levels, and technical setups.
CrowdStrike and Okta Earnings Surge: From "SaaSpocalypse" to "SaaSapalooza"
CrowdStrike and Okta jump on strong earnings as AI agents drive demand for identity and cybersecurity, plus an options trade on CRWD.
Nvidia and Micron Drive a Third of S&P 500 Earnings Growth as Fed Heads to Jackson Hole
Nvidia (NVDA) and Micron (MU) together drive about a third of 2026 S&P 500 earnings growth as markets await Fed chair Warsh at Jackson Hole.
Salesforce Jumps 20% on Earnings and the "Claude Force" Anthropic Deal
Salesforce (CRM) surged 20% on strong Q2 earnings, guidance raises, and a new "Claude Force" partnership embedding Anthropic's AI into its products.
Tariff Refunds Cloud Retail and Tech Earnings: DG Beats, DLTR, BBY, HPQ Fall
Dollar General beats on a clean quarter while Dollar Tree, Best Buy, and HP Inc drop as tariff refunds blur earnings quality.
Why NVIDIA Is a "Must Own" and Where the Real Risk Sits in Debt Markets
NVIDIA stays a must-own after strong results, but heavy debt supply and widening credit spreads are the risk to watch this fall.
Marvell (MRVL) Heads Into Earnings With High Expectations and a Long Call Vertical Trade Idea
Marvell (MRVL) enters earnings up 227% on the year, with key price levels and a September call vertical trade idea.
Nvidia's Blowout Quarter Confirms AI Demand, But Memory Shortage Looms as a Lasting Cost
Nvidia beat on every metric with 75% margins and no demand slowdown, while a memory chip shortage keeps forcing price hikes across the sector.
NVDA Earnings Beat Lifts Tech Futures as CRM Ties Up With Claude
Nvidia's strong outlook lifts tech futures, Salesforce jumps on Claude partnership, and CrowdStrike rallies on recurring revenue growth.
Marvell Before Earnings: Optical Interconnect and the Google TPU Deal
Marvell heads into earnings with a Google custom-silicon deal, fast-growing optical interconnect, and open questions on dilution and priced-in gains.
Seven Crypto Coins Set to Gain if the Clarity Act Passes
A rundown of seven altcoins positioned to rise if the U.S. Clarity Act passes, plus the regulatory and market drivers behind each.
SPY / QQQ / NVDA / TSLA / AMD / PLTR / MU / META Technical Analysis
Key support, resistance, and breakout levels for SPY, QQQ, NVDA, TSLA, AMD, PLTR, MU, and META.