Economy News
Markets, macro and movers — curated.
Dick's Sporting Goods (DKS) at 52-Week Low Before Earnings: Chart and Options Breakdown
DKS sits at a 52-week low before Tuesday earnings, with a downtrend, oversold RSI, and a bearish put vertical trade example.
Bitcoin's Best Week in Two Years as AI IPOs and Nvidia Earnings Set Up a Heavy Trading Stretch
Bitcoin jumps 23% on the week, Anthropic eyes a record IPO, Broadcom raises $60B in AI debt, and Nvidia earnings loom.
The Clarity Act and Bitcoin's Rally: Rules, Risks, and What Comes Next
Bitcoin topped 77,000 on ETF flows and Washington's crypto push, while the Clarity Act faces low odds of passing this year.
AVGO's $60B AI Chip Financing and NVDA's New Bull Ahead of Earnings
Broadcom lines up over $60B in AI chip debt while Nvidia heads into earnings with a fresh bullish rating amid a mid-August market pullback.
Yields, Small Caps, and the K-Shaped Consumer: Where the Market Stands
Rising Treasury yields signal weak long-term confidence while small caps rebound and retail earnings expose a split US consumer.
The Case That a New Crypto Bull Run Has Started
Signals that a crypto bull run has begun - the Clarity Act's Senate vote, bank support, Bitcoin's technical breakout, and a record short squeeze.
Bitcoin Breaks Above $72,000 as Clarity Act Nears September 15 Vote
Bitcoin tops $72,000 on ETF inflows, a record short squeeze, and hopes the Clarity Act passes by September 15.
Crypto Rally, Uber-Baidu Robotaxis, and a $10.6B Falcons Stake
Bitcoin tops $72K on Clarity Act hopes, Uber adds driverless Apollo Go rides in Dubai, and Arctos buys 10% of the Falcons at $10.6B.
Why Gold's Rally to $4,500 Signals Deep Cracks in the Financial System
Gold near $4,500 while yields and the dollar rise signals system fragility, muted speculation, and a case for miners with room to run.
Salesforce Heads Into Earnings With Mixed Signals as AI Cuts Both Ways
Salesforce (CRM) faces a tough earnings setup, with Agentforce and Data 360 growth offset by weakness in Tableau, marketing, and commerce.
Walmart's Q2 Beat and Raise Still Sends Shares Down 9%
Walmart beat Q2 estimates and raised guidance yet fell 9% on soft comp sales and a rich valuation, with a cash-secured put trade idea.
The Big 3 Trade Setups: Parker Hannifin, DexCom, and Union Pacific
Options and chart setups for Parker Hannifin (PH), DexCom (DXCM), and Union Pacific (UNP), with break-even levels and key technical zones.
Broadcom Under Pressure After Marvell-Google Chip Deal: The Bull and Bear Case
Broadcom (AVGO) fell after Marvell (MRVL) expanded its Google (GOOGL) AI chip deal, but bulls say AI demand is big enough for all.
AI Memory Stocks: Rotation, Not Broken Fundamentals
Sharp swings in AI-memory and power stocks look like sentiment-driven rotation, with rates the main risk to watch.
Lowe's (LOW) Jumps 4% on Mixed Quarter Despite Trimmed Outlook and Consumer Pressure
Lowe's (LOW) rose over 4% on a mixed quarter as EPS beat but revenue missed and full-year guidance was cut to the low end.
AI Chip Volatility, Marvell-Google Deal, and Nvidia's Split From the Market
Chip stocks swing hard on thin news as Marvell signs a Google deal, bond yields spike, and Nvidia starts trading apart from the broader market.
Target's Traffic Jump and Why Walmart's Report Is the Real Consumer Test
Target's traffic-driven comp gain and TJX's value pull show a resilient consumer, but Walmart's low-income core will reveal the real health.
Wednesday Earnings Movers: TJX Slips, Estée Lauder Jumps, Toll Brothers Gains
TJX falls on cautious guidance despite a beat, Estée Lauder rallies 15% on a turnaround, and Toll Brothers rises 7% on strong luxury home sales.
Treasury Doubles Bond Buybacks as Yields Drop, UAE Cuts Iran Trade, Moderna Vaccine Data
Treasury doubles debt buybacks to cut yields, UAE ends Iran trade, and Moderna surges on positive melanoma vaccine results with Merck.
Walmart (WMT) Enters Earnings With No Clear Trend: A Bullish Options Play
Walmart (WMT) trades flat into earnings with tight moving averages; a September call vertical offers a bullish play with defined risk.