Mar 8, 2026
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8 min read
Oil went vertical, policy went political.
Mar 1, 2026
7 min read
Blowout earnings, shaky nerves, and “agentic” everything
Feb 22, 2026
6 min read
Tariffs blinked, chips cheered, megacaps steadied
Feb 15, 2026
AI capex nerves, regulator heat, and a CPI exhale.
Feb 8, 2026
Capex sticker shock...then the Dow hit 50K.
Feb 1, 2026
AI capex jitters met earnings fireworks.
Jan 25, 2026
Tariff jitters faded; AI + autonomy stole the close.
Jan 18, 2026
Siri got a Gemini brain; Big Tech took a breather.
Jan 11, 2026
Nuclear power, CES AI flexing, and fresh index highs.
Jan 4, 2026
New year, thin tape—Tesla delivered, Meta lawyered up.
