Dear readers, Yesterday we left you with a promise: Microsoft was about to find out, in front of the whole...

Dear readers, Asia delivered a number Tuesday that stopped traders cold: South Korea's Kospi plunged 11 percent, the sharpest single-session...

Dear readers, Something the market has been starved of for weeks showed up on Monday: breadth. A cooling of tensions...

Dear readers, Yesterday we closed on a note of cautious relief: while the Magnificent Seven shed nearly $800 billion in...

Dear readers, Yesterday we asked whether Alphabet's capex commentary and Tesla's cash-flow reckoning would spook the market. The answer arrived...

Dear readers, Oil is doing what oil always does when tensions flare: rattling everything downstream. Brent has pushed above $95...

Dear readers, The bear market we flagged yesterday has gotten worse, not better. The Philadelphia Semiconductor Index, which sat 20%...

Dear readers, The semiconductor selloff has company now. The Philadelphia Semiconductor Index sits 20% below its June peak, solidly in...

Dear readers, Yesterday we mentioned that Moonshot AI's Kimi K3 model had "rattled" the industry. By Friday's close, rattled looked...

Dear readers, Yesterday we framed Netflix's earnings as the test case for a market that wants proof, not promises, that...