Sugar injection ahead of key inflation data
Micron delivered exactly what the AI bulls needed: a powerful earnings beat, upbeat guidance and renewed confidence that demand for memory chips and AI infrastructure …
June 25, 2026
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Run or done?
Technology stocks are battered, with the hottest memory chip stocks unsurprisingly printing the biggest daily pullback. Massive AI spending, increasingly financed by debt, doesn’t bode …
June 24, 2026
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Europe catches a bid as tech worries resurface
Technology stocks are facing renewed scrutiny as concerns resurface over excessive AI spending, rising debt financing and increasingly stretched valuations. Meanwhile, European stocks are catching …
June 23, 2026
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An Odd Peace Optimism
Markets begin the week in an oddly optimistic mood despite the confusing twists in the US-Iran negotiations. The Strait of Hormuz appears stuck in an …
June 22, 2026
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Peace isn't enough
Market feelings are mixed. On one hand, the falling oil prices on the interim peace deal give hope that inflation will ease and keep central …
June 19, 2026
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The missing dot
It’s June 18th, the day after Kevin Warsh’s first policy announcement as Fed Chair, and it brought a few surprises — surprisingly, none of them …
June 18, 2026
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