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Jul 14, 2026
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5 min read
Energy shocks return as oil hits $80. CPI and bank earnings arrive. The SPR is depleted. Media merger heads to court. AI spending keeps climbing.
Jul 13, 2026
Oil spikes on Iran tensions. Wall Street banks report. Meta raises its AI bet. TSMC stays sold out. SpaceX enters a critical week.
SK Hynix stumbled after its blockbuster debut, oil surged, Warsh faced a defining week, AI debt met resistance, and Apple redrew the AI device battle.
Jul 12, 2026
7 min read
The Week the Economy Has to Back Up the Market
Jul 11, 2026
6 min read
The Week the AI Trade Stopped Trading as One Idea
Jul 10, 2026
The AI cycle kept building as SK Hynix jumped, turbines constrained power, Circle gained trust, Delta showed premium strength, and investors cut protection.