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 PayPal Buyout Bid | Morgan Stanley Earnings | AI Capex Super Cycle

Jul 15, 2026

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6 min read

PayPal Buyout Bid | Morgan Stanley Earnings | AI Capex Super Cycle

ASML raised guidance. Morgan Stanley reports. AI bank boom grows. UAE gets AI chips. Data centers crowd out factories. CoreWeave eyes memory hedges.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
CPI Cools Fast | Wall Street Prints Records | IBM Collapses | Trump Drops Hormuz Toll

Jul 14, 2026

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6 min read

CPI Cools Fast | Wall Street Prints Records | IBM Collapses | Trump Drops Hormuz Toll

Markets welcomed cooler inflation and blockbuster bank earnings. IBM paid the price for AI capex shifts. Trump dropped the toll. DeepSeek accelerated.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hormuz Keeps Oil Flying | SPR Near Historic Low | 12 States Contest Paramount Deal

Jul 14, 2026

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5 min read

Hormuz Keeps Oil Flying | SPR Near Historic Low | 12 States Contest Paramount Deal

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Surges on Hormuz Toll | Big Banks Face AI Test | SpaceX Clings to IPO Floor | Meta's $50B Bet | TSMC's AI Boom Grows

Jul 13, 2026

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5 min read

Oil Surges on Hormuz Toll | Big Banks Face AI Test | SpaceX Clings to IPO Floor | Meta's $50B Bet | TSMC's AI Boom Grows

Oil spikes on Iran tensions. Wall Street banks report. Meta raises its AI bet. TSMC stays sold out. SpaceX enters a critical week.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
SK Hynix Falls | Hormuz Shuts Down | Fed Faces CPI | AI Bonds Strain | Device War Begins

Jul 13, 2026

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5 min read

SK Hynix Falls | Hormuz Shuts Down | Fed Faces CPI | AI Bonds Strain | Device War Begins

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.

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

Jul 12, 2026

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7 min read

Financial Market News | Sunday Outlook

The Week the Economy Has to Back Up the Market

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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