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Microsoft, Meta and the AI Earnings Divide: What Six Major Reports Reveal About Capex, Cash Flow and Market Expectations

Microsoft, Meta and the AI Earnings Divide: What Six Major Reports Reveal About Capex, Cash Flow and Market Expectations

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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

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

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

Federal Reserve Interest Rate Decision: Rates Held at 3.5%–3.75% as Three Officials Push for a Hike

Federal Reserve Interest Rate Decision: Rates Held at 3.5%–3.75% as Three Officials Push for a Hike

Chip Stock Selloff Deepens as China’s Lithography Breakthrough and Nvidia’s 0 Billion Deal Push Test the AI Trade

Chip Stock Selloff Deepens as China’s Lithography Breakthrough and Nvidia’s $750 Billion Deal Push Test the AI Trade

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Stock Market Today: Fed Holds Rates as Oil Shock and AI Selloff Hit Dow; Microsoft Beats, Meta Misses

Stock Market Today: Fed Holds Rates as Oil Shock and AI Selloff Hit Dow; Microsoft Beats, Meta Misses

CLARITY Act Faces a Senate Clock as Crypto Tax Rules and Market Signals Shift

CLARITY Act Faces a Senate Clock as Crypto Tax Rules and Market Signals Shift

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

Iran Oil Shock, SK Hynix Rout and Fed Hold Force a Global Market Repricing

Iran Oil Shock, SK Hynix Rout and Fed Hold Force a Global Market Repricing

Why the 30-Year Treasury Yield Hit a 19-Year High—and What Microsoft and Meta Reveal About the AI Economy

Why the 30-Year Treasury Yield Hit a 19-Year High—and What Microsoft and Meta Reveal About the AI Economy

Stock Market Earnings Outlook: Why Strong Results Are Colliding With AI Spending, Rate Risk and China Competition

Stock Market Earnings Outlook: Why Strong Results Are Colliding With AI Spending, Rate Risk and China Competition

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