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 Walmart cuts prices | Vertex spends $10B | Rare earth worries grow

Jul 7, 2026

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6 min read

Walmart cuts prices | Vertex spends $10B | Rare earth worries grow

The Dow hit a record, but Samsung proved one thing: even record profits can't save a stock when expectations are sky-high.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
 SpaceX Joins Nasdaq | AI Pricing Pressure Grows | Samsung Up Next

Jul 6, 2026

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5 min read

SpaceX Joins Nasdaq | AI Pricing Pressure Grows | Samsung Up Next

Microsoft tied layoffs to AI, Saudi signaled an oil glut, SpaceX joined the Nasdaq-100, and Samsung earnings could drive markets.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Fatigue Grows | SK Hynix Tests the Chip Trade | FOMC Ahead

Jul 6, 2026

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6 min read

AI Fatigue Grows | SK Hynix Tests the Chip Trade | FOMC Ahead

AI fatigue weighed on chip stocks, SK Hynix launched a major U.S. listing, Samsung reports tomorrow, and FOMC minutes headline the week.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Sunday Outlook

Jul 5, 2026

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6 min read

Financial Market News | Sunday Outlook

The Week the Labor Market Has to Carry Everything

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Saturday Review

Jul 4, 2026

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7 min read

Financial Market News | Saturday Review

The Week the AI Buildout Sent Everyone a Bill

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The First Six Months Repriced Almost Everything.

Jul 3, 2026

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6 min read

The First Six Months Repriced Almost Everything.

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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