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Apple Sinks | Claude Hacks Three | BOJ Holds | Anthropic's $15B Build

Jul 31, 2026

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5 min read

Apple Sinks | Claude Hacks Three | BOJ Holds | Anthropic's $15B Build

Amazon jumped 12% on record AWS growth. Apple fell 7% on supply constraints. Claude hacked three companies. The BOJ held but warned inflation is accelerating. And Anthropic is raising $15B backed by Google.

Dio Pouerie, +1

GDP Miss | AI Fund Implodes | Yen Surges | Central Banks Split

Jul 30, 2026

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6 min read

GDP Miss | AI Fund Implodes | Yen Surges | Central Banks Split

GDP missed but AI capex drove more than half of it. A $45B AI hedge fund blew up and Citadel bought the wreckage. PCE cooled. The yen surged. Every major central bank now splits the same way.

Dio Pouerie, +1

Warsh's Bluff | Pentagon's $120B | Retail Exits Memory | Carvana Wins

Jul 30, 2026

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5 min read

Warsh's Bluff | Pentagon's $120B | Retail Exits Memory | Carvana Wins

Microsoft jumped 8%, Meta fell 10%. Warsh's press conference triggered a bond rout. The Pentagon committed $120B to missiles and subs. And retail sold memory at COVID-crash pace.

Dio Pouerie, +1

Fed Holds, 3 Dissents | AI Credit Cracks | $100B Power Deal

Jul 29, 2026

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5 min read

Fed Holds, 3 Dissents | AI Credit Cracks | $100B Power Deal

The Fed held but three dissented. WTI jumped 7% on Iran. P&G said the consumer is muted. CoreWeave CDS implies 50% default risk. NextEra broke ground on a $100B nuclear site data center.

Dio Pouerie, +1

Iran Strikes Back | SPR at Lows | Hynix Misses | Robot Ban | Altman Blinks

Jul 29, 2026

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5 min read

Iran Strikes Back | SPR at Lows | Hynix Misses | Robot Ban | Altman Blinks

Iran launched missiles at U.S. forces overnight. The SPR hit 1983 lows. SK Hynix missed estimates. Trump banned Chinese robots. And Altman said AI may need to slow down.

Dio Pouerie, +1

AI Trade Breaks | Meta's Debt Deal | Coke Holds | Visa Cuts | Compute Expands

Jul 28, 2026

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4 min read

AI Trade Breaks | Meta's Debt Deal | Coke Holds | Visa Cuts | Compute Expands

Chip stocks had their worst session in years. Meta financed a $14B data center off its balance sheet. Coke hit an all-time high. Visa cut 7% of staff. The Fed decides tomorrow.

Dio Pouerie, +1

Yes, we’re actually FinancialMarketNews.com– and we live up to the name.

Apple Sinks | Claude Hacks Three | BOJ Holds | Anthropic's $15B Build

GDP Miss | AI Fund Implodes | Yen Surges | Central Banks Split

Warsh's Bluff | Pentagon's $120B | Retail Exits Memory | Carvana Wins

Fed Holds, 3 Dissents | AI Credit Cracks | $100B Power Deal

Iran Strikes Back | SPR at Lows | Hynix Misses | Robot Ban | Altman Blinks

AI Trade Breaks | Meta's Debt Deal | Coke Holds | Visa Cuts | Compute Expands

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Yes, we’re actually FinancialMarketNews.com
– and we live up to the name.

Privacy Policy | Terms of Service | SMS Terms
©2026 All rights reserved. FinancialMarketNews.com, a brand of Traders & Quants, LLC.