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The Jobs Number Nobody Wants to Read Tomorrow
Money

The Jobs Number Nobody Wants to Read Tomorrow

ADP missed. Vanguard’s data is worse. The Fed has nowhere to go.

July 1, 2026
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Business

Broadcom Is Down 25% From Its High. The Business Has Never Been Better.

Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.

July 1, 2026
MELI Is Down 36%. The Business Just Posted 49% Revenue Growth.
Economy

MELI Is Down 36%. The Business Just Posted 49% Revenue Growth.

The market is punishing MercadoLibre for investing. That gap is worth understanding.

June 30, 2026
Micron Just Posted One of the Biggest Quarters in Memory History
Politics

Micron Just Posted One of the Biggest Quarters in Memory History

Revenue up 346% year-over-year. And the stock jumped in after-hours.

June 30, 2026
Exxon and Chevron Had a Monster Year. Then General License X Happened.
Business

Exxon and Chevron Had a Monster Year. Then General License X Happened.

A Treasury authorization just unlocked Iranian crude, and energy’s biggest 2026 winners are paying for it now.

June 29, 2026
The Fed Just Rewrote the Playbook. Markets Haven’t Caught Up.
Economy

The Fed Just Rewrote the Playbook. Markets Haven’t Caught Up.

Kevin Warsh’s first meeting flipped rate expectations in one afternoon.

June 29, 2026
Nike Is at a 12-Year Low. Earnings Are in Two Days.
Politics

Nike Is at a 12-Year Low. Earnings Are in Two Days.

The Win Now turnaround faces its biggest test yet on June 30.

June 28, 2026
Allstate Just Printed Its Best Quarter in Years. Hurricane Season Is the Only Thing Standing in the Way.
Business

Allstate Just Printed Its Best Quarter in Years. Hurricane Season Is the Only Thing Standing in the Way.

A 47% EPS beat and a $4 billion buyback. The Q2 report date is what actually matters.

June 28, 2026
China Just Weaponized Rare Earths Again. The Real Trade Is Not MP Materials.
Money

China Just Weaponized Rare Earths Again. The Real Trade Is Not MP Materials.

The supply chain story Wall Street is reading wrong.

June 27, 2026
Vera Therapeutics Has a July 7 Deadline. The Market Is Barely Watching.
Politics

Vera Therapeutics Has a July 7 Deadline. The Market Is Barely Watching.

A kidney disease drug with Breakthrough Therapy status is 11 days from an FDA decision.

June 27, 2026

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