The AI Capex Reckoning Is Here. This Week Forces the Answer.
Three hyperscalers report in four days. The Alphabet shock just set the bar.
2026
LVMH Lost 70 Million Customers
The stock is still down 29% from its peak. H1 results beat a low bar. The real problem runs deeper.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
Gold Holds $4,000. The Fed Decides Tomorrow.
July 28, 2026 Gold Holds $4,000. The Fed Decides Tomorrow. The vote count Wednesday matters...
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
OXY Is the Highest-Beta Oil Trade in America. August 5 Is the Test.
Brent crude near $93 and a new CEO meet Q2 earnings on August 5.
Nvidia Is Now Backing $250B for OpenAI
The chip giant is financing the infrastructure it sells into.
Devon Energy Is Down 21% From Its High. August 4 Is the Reset.
A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.
Adobe Is Down 37% This Year. September 10 Is the Reset.
Record revenue, AI-first ARR tripling, and a stock at multi-year lows converge on one date.