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Jul 7, 2026
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6 min read
The Dow hit a record, but Samsung proved one thing: even record profits can't save a stock when expectations are sky-high.
Jul 6, 2026
5 min read
Microsoft tied layoffs to AI, Saudi signaled an oil glut, SpaceX joined the Nasdaq-100, and Samsung earnings could drive markets.
AI fatigue weighed on chip stocks, SK Hynix launched a major U.S. listing, Samsung reports tomorrow, and FOMC minutes headline the week.
Jul 5, 2026
The Week the Labor Market Has to Carry Everything
Jul 4, 2026
7 min read
The Week the AI Buildout Sent Everyone a Bill
Jul 3, 2026
Markets are closed today for the observed Fourth of July holiday. The first half of 2026 was less about surprises than transitions. A new Fed chair. Trade policy in the courts. A war that reshaped energy. AI that moved from narrative to contracted demand. Capital markets that reopened. Here is the recap, and the questions that carry forward.