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Jul 27, 2026
For most of this year, the question about the Fed wasn't if it would cut rates. It was how many times. In less than two weeks, Wall Street started pricing the exact opposite.
Jul 24, 2026
Alphabet's cloud margins just jumped from 21% to 35% in a single year. Everyone's talking about that number. The assumption sitting underneath it rarely makes the headline.
Jul 21, 2026
If the strength behind consumer spending is more concentrated than it looks, that changes how you should read earnings guidance, margins, and revenue durability across the names most exposed to the consumer.
Jul 20, 2026
Alphabet, Tesla, Intel, oil near $82, and an ECB decision all land in the same five days. Here's what they're actually testing.
Jul 17, 2026
The S&P 500 dropped. Eight of its eleven sectors went up. Both of those things are true.
Jul 16, 2026
AI spending keeps climbing. So why did the market suddenly get nervous?
