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Jun 1, 2026
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5 min read
Hormuz threat drives crude higher. Nvidia’s new AI chip boosts software names. US manufacturing strengthens but costs stay high. Unicorns fall, quantum IPO demand surges.
6 min read
The SpaceX roadshow starts Wednesday into rewritten index rules, a threatened ceasefire, a chip loophole that may have already closed too late, and a Fed chair redefining what inflation means.
May 31, 2026
The Week the Market Has to Prove It
May 30, 2026
The Six Moves That Built This Market.
May 29, 2026
Some pressure points cooled briefly, but none fully disappeared. The next stretch now depends on oil flows, Fed timing, and how long consumers can keep absorbing the cost.
The AI economy is concentrating power into a handful of companies controlling compute, memory, and satellites.