Michigan’s Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon, the inflation figure matters more than the index.
A Dutch court order restricting Keytruda SC in eight markets boosts Halozyme’s leverage.
Cannibalization fears are unresolved, a defined-risk call into earnings beats chasing the pop.
Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.
Hapag-Lloyd just raised its 2026 outlook again, yet ZIM’s union rejection keeps the spread stubbornly wide.
With $100 billion in take-or-pay agreements signed, Wednesday’s earnings are about whether Micron has escaped the boom-bust cycle for good.
Durable goods at 8:30, final Michigan sentiment at 10:00: what it means for XLY, XLP, and SPY with markets pricing a 65% October hike chance.
As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.
With nearline capacity largely allocated into 2028 and fiscal Q1 revenue guided to $4.1 billion, the selloff in STX has handed investors a re-entry the fundamentals don’t fully support.
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.
