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August 2026 Market Outlook: AI Spending and Inflation Risks

August 2026 Market Outlook: AI Spending and Inflation Risks

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Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

AI Capex Boom: OpenAI and Anthropic Concentration Risk

AI Capex Boom: OpenAI and Anthropic Concentration Risk

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

CLARITY Act Stalls as SEC and CFTC Press Ahead

CLARITY Act Stalls as SEC and CFTC Press Ahead

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

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July 2026 Fed Rate Decision: Why a Hold Could Still Rattle Stocks, Bonds and the AI Trade

July 2026 Fed Rate Decision: Why a Hold Could Still Rattle Stocks, Bonds and the AI Trade

Federal Reserve Holds Rates at 3.5%–3.75% as Three Officials Push for a Hike

Federal Reserve Holds Rates at 3.5%–3.75% as Three Officials Push for a Hike

Why the 30-Year Treasury Yield Surged After the Fed—and What It Means for AI Stocks

Why the 30-Year Treasury Yield Surged After the Fed—and What It Means for AI Stocks

Apple Q3 2026 Earnings Beat Expectations, but Supply Constraints and Slower Services Growth Cloud the Outlook

Apple Q3 2026 Earnings Beat Expectations, but Supply Constraints and Slower Services Growth Cloud the Outlook

Microsoft Soars, Meta Falls as Warsh’s Fed Reprices the AI Trade

Microsoft Soars, Meta Falls as Warsh’s Fed Reprices the AI Trade

Amazon, Apple and Reddit Earnings Show What the AI Trade Rewards—and Punishes

Amazon, Apple and Reddit Earnings Show What the AI Trade Rewards—and Punishes

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