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May 14, 2026
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5 min read
Trump arrived in Beijing with less leverage than 2017 as Nvidia hit $5.5 trillion and hyperscalers burned cash at dotcom-era rates.
May 13, 2026
Anthropic passed OpenAI in enterprise adoption for the first time while PPI hit 6 percent the morning before Warsh's first Fed meeting.
Semiconductor stocks suffered their worst drop in months while copper hit records and JPMorgan attached a deadline to oil market stress.
May 12, 2026
Plastic prices quietly reached four-year highs while retail traders piled into AI chip bets and UK debt markets showed fresh stress.
6 min read
Wall Street embraced the NACHO oil trade while Microsoft revealed the payoff behind early AI bets.
May 11, 2026
Monday brought deeper credit stress, rising oil shortages, and OpenAI's first major enterprise AI acquisition.