The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…
August 2026
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None…
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.
Amazon Has a $25B Chip Business. Wall Street Just Noticed.
The stock jumped after earnings. Options now face a harder question.