Check out the jobless claims, and keep an eye on oil prices which leads to inflation.
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
PCE… inflation risk of the past. Oil… inflation risk of the future
Fed's Williams saw "no need for urgency" on the next hike, cutting October odds to a coin flip ahead of tonight's PCE. Then Micron reports before dawn Thursday, with Street targets from $1,100 to $2,0...
Physical chips are the in thing now… No chips no AI
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
What’s not included in the upcoming key events list is oil price which translate into inflation and eventually rate hikes
Reuters got a first look at Anthropic's IPO prospectus: revenue up 12-fold, a $42 billion net loss, and a $2 trillion valuation target. Meanwhile Treasury yields hit fresh multi-decade highs and gold ...
Us is playing hard ball… But PCE and Sep report would show up the hard ball consequences..
Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...
Oil is going up and up… Means inflation is going up and up… Market is shaking… Dyod well
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
With treasury above 5%, it doesn’t matter software or AI profit, both will be going down as money rotates into treasury
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
The yield is going up, means stocks would be going down.. It’s also linked to oil and inflation.
A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
Look out for the oil situation and US/China talk
Wall Street just handed SanDisk its highest price target yet, even as Michael Burry doubles down shorting the same chip sector. Meanwhile Alibaba's AI blitz from Apsara is cooling off this morning, an...
Any weakness in Alibaba cloud demand and Qualcomm can trigger AI chips issues
Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke...
The earnings are important but so is the geopolitical happenings this week
Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...
Good for you, hope it gets even better!
“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.
No major economic news, but need to watch out for oil prices which causes inflation.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
