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Intel Blowout | Tariff Gap Now | Lockheed Record | Palantir Moat Test

Jul 24, 2026

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5 min read

Intel Blowout | Tariff Gap Now | Lockheed Record | Palantir Moat Test

Intel crushed estimates and surged 12%. Section 122 expired at midnight. Lockheed posted record backlog. Palantir faces its first real moat test. Western Digital restarted Kioxia talks.

Dio Pouerie, +1

EU Google Fine | Honeywell Beats | AI Trade Split | Albertsons Crashes

Jul 23, 2026

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5 min read

EU Google Fine | Honeywell Beats | AI Trade Split | Albertsons Crashes

The Mag Seven lost $888 billion in a day. Honeywell rallied while everything else fell. Albertsons crashed on consumer caution. Intel reports after the close.

Dio Pouerie, +1

Alphabet Capex Shock | Tesla Miss | Tanker Struck | ServiceNow Beat

Jul 23, 2026

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5 min read

Alphabet Capex Shock | Tesla Miss | Tanker Struck | ServiceNow Beat

Alphabet beat everything and fell on capex. Tesla missed badly. A Saudi tanker is on fire. ServiceNow surged. The AI spending framework just reset for every Mag Seven report left.

Dio Pouerie, +1

Oil Dual Chokepoint | Alphabet Earnings | Super Micro Surge | Tariff Reset | GE Vernova Miss

Jul 22, 2026

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5 min read

Oil Dual Chokepoint | Alphabet Earnings | Super Micro Surge | Tariff Reset | GE Vernova Miss

Oil is squeezing from Hormuz and the Red Sea at once. Alphabet reported after the close. Super Micro surged 20%. GE Vernova missed but raised guidance.

Dio Pouerie, +1

Super Micro Margins | Fed Mythos Gap | Oil Three Fronts | Tariff Cliff | Saudi Nuclear

Jul 22, 2026

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4 min read

Super Micro Margins | Fed Mythos Gap | Oil Three Fronts | Tariff Cliff | Saudi Nuclear

Oil is squeezing from three directions at once. Super Micro nearly doubled its margins. The Fed still can't access the AI model it warned banks about. Alphabet reports tonight.

Dio Pouerie, +1

Google Unloads | Nvidia's CPU Play | Tariff Cliff

Jul 21, 2026

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5 min read

Google Unloads | Nvidia's CPU Play | Tariff Cliff

Google dropped three AI models the night before earnings. Nvidia entered the CPU market. The 10% tariff holding trade policy together expires Friday. Here's what it means.

Dio Pouerie, +1

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

Intel Blowout | Tariff Gap Now | Lockheed Record | Palantir Moat Test

EU Google Fine | Honeywell Beats | AI Trade Split | Albertsons Crashes

Alphabet Capex Shock | Tesla Miss | Tanker Struck | ServiceNow Beat

Oil Dual Chokepoint | Alphabet Earnings | Super Micro Surge | Tariff Reset | GE Vernova Miss

Super Micro Margins | Fed Mythos Gap | Oil Three Fronts | Tariff Cliff | Saudi Nuclear

Google Unloads | Nvidia's CPU Play | Tariff Cliff

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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.