Crypto
Ethereum Pectra Upgrade Lifts ETF Inflows but Price Stalls
Ethereum's Pectra upgrade drew $200M in weekly ETF inflows and raised the validator cap to 2,048 ETH. But ETH at $2,117 is lagging Bitcoin badly.
May 18, 2026
Archive
1838 articles
AI & Tech
Nvidia H200 China Sales Stall as Jensen Huang Joins Trump Visit
The U.S. cleared 10 Chinese firms to buy Nvidia H200 chips, but zero deliveries have been made. Jensen Huang is in Beijing seeking a breakthrough.
May 18, 2026
Stocks
Nvidia's $78 Billion Quarter Faces a Supply Chain Under Siege
Nvidia reports fiscal Q1 earnings Tuesday with $78B in expected revenue. The Iran war's helium shortage and chip supply chain disruptions raise the stakes for guidance.
May 18, 2026
Macro
CPI at 3.8% and Gas at $4.50: The Consumer Squeeze Intensifies
April CPI hit 3.8% year-over-year with energy up 17.9%. Gas prices at $4.50 a gallon are reshaping consumer spending as Walmart and Target report this week.
May 18, 2026
Crypto
Bitcoin Holds $76,900 as ETF Outflows Hit $635M Record
Bitcoin trades near $76,900 after spot ETFs recorded a record $635M single-day outflow on May 13. CPI data and dominance at 60% frame what comes next.
May 18, 2026
AI & Tech
Memory Chip Shortage Reshapes AI Trade as Prices Surge
DRAM prices have doubled in 2026 as Samsung, SK Hynix, and Micron shift production to AI memory chips. What traders need to know about the shortage.
May 18, 2026
Stocks
Samsung Strike and TSMC Stake Sale Hit Chip Stocks Monday
Samsung faces an 18-day strike by 45,000 workers as TSMC sells $850M in Vanguard shares. Asia chip stocks fell hard Monday, dragging NVDA down 4.4%.
May 18, 2026
Macro
Powell Exits, Warsh Inherits a Fed Trapped by $100 Oil
Kevin Warsh takes the Fed chair as inflation hits 3.8% and oil tops $100. The new chair inherits the tightest policy corner since the 1970s stagflation era.
May 18, 2026
Markets
Oil Above $100 Sends Global Markets Into Risk-Off Mode
Brent crude holds above $100 as the Strait of Hormuz crisis enters its third month. European and Asian equities sell off Monday on energy supply fears.
May 18, 2026
Markets
Futures Slide Monday as Oil Surges and Yields Hit One-Year High
US stock futures fall Monday as oil prices surge past $100, Treasury yields hit 4.59%, and investors brace for Nvidia and Walmart earnings this week.
May 18, 2026
ETFs
Active ETFs Capture 90% of Equity Flows as Passive Fades
Active ETFs captured nearly 90% of equity fund flows in March 2026, with value beating growth for the first time in five years. The active surge explained.
May 15, 2026
ETFs
Bitcoin ETF Outflows Hit $635M as Bond Funds Absorb $24B
Bitcoin ETFs saw their worst day since January while bond ETFs pulled in $24 billion in a single week. The great rotation from risk to duration is accelerating.
May 15, 2026
Crypto
CLARITY Act Clears Senate Panel in Landmark Crypto Vote
The Digital Asset Market Clarity Act passed the Senate Banking Committee 15-9, setting up a historic merge with the Agriculture Committee bill. What it means for crypto.
May 15, 2026
Crypto
Bitcoin ETFs Bleed $635M in Worst Day Since January
Spot Bitcoin ETFs recorded $635 million in outflows on May 13 as hot CPI, surging PPI, and a hawkish Fed chair erased rate-cut hopes. Key levels ahead.
May 15, 2026
AI & Tech
Nvidia Jumps 4% as US Greenlights H200 Chip Sales to China
Nvidia stock rose 4.4% after the US approved H200 AI chip exports to 10 Chinese firms including Alibaba and Tencent. What traders should watch next.
May 15, 2026
AI & Tech
Micron Hits $812 as AI Memory Crunch Rewrites the Chip Map
Micron stock surged to an all-time high of $812 as HBM chip demand from AI data centers drives a 180% rally in 2026. What traders need to know.
May 15, 2026
Stocks
Doximity Crashes 24% as AI Spending Eats Into Margins
Doximity stock plunged 24% after fiscal Q4 earnings missed on EPS and management guided for just 3-5% revenue growth in FY2027 with compressed margins.
May 15, 2026
Stocks
Cisco Surges 13% as AI Orders Hit $9 Billion — Is It Sustainable?
Cisco stock surged 13.4% after raising AI infrastructure orders guidance to $9B from $5B and posting record Q3 revenue of $15.84 billion.
May 15, 2026
Macro
Consumer Sentiment Hits Record Low as Gas Prices Crush Confidence
University of Michigan consumer sentiment fell to 48.2 in May 2026, the lowest reading since 1952, as surging gas prices and inflation erode household confidence.
May 15, 2026
Macro
Warsh Takes the Fed Chair as Inflation Closes the Door on Cuts
Kevin Warsh officially becomes Federal Reserve chair on May 15 with CPI at 3.8% and PPI at 6%, facing the toughest inflation backdrop since 2023.
May 15, 2026
Markets
Dow 50,000 Lasted One Day — What That Tells Traders
The Dow Jones reclaimed 50,000 on Thursday only to see futures fall Friday. Here's what the one-day milestone reveals about market fragility.
May 15, 2026
Markets
Futures Slide as Wall Street Retreats From Record Highs
S&P 500 and Nasdaq futures fall sharply on May 15 as Treasury yields climb and traders weigh Trump-Xi summit outcomes after record closes.
May 15, 2026
ETFs
Bitcoin ETFs Log Seventh Week of Inflows as IBIT Hits $66B
Spot Bitcoin ETFs have notched seven straight weeks of inflows, with BlackRock's IBIT now holding $66B in cumulative net inflows since launch.
May 14, 2026
ETFs
SOXX, SMH Post Best Months Ever as AI Capex Floods Chip ETFs
Semiconductor ETFs SOXX and SMH delivered their largest monthly returns ever in April, with SOXX up 40.4% and SMH up 32.2% on AI infrastructure demand.
May 14, 2026