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
Archive
1846 articles
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
Crypto
Bitcoin Slides to $79,283 as ETF Inflow Streak Slows
Bitcoin opens at $79,283 Thursday, down 1.5%, as spot BTC ETFs notched seven straight weeks of inflows but daily totals decelerate ahead of FOMC.
May 14, 2026
Crypto
Senate Banking Committee Votes on CLARITY Act Today
The Senate Banking Committee votes on the 309-page CLARITY Act crypto bill Thursday, with all 13 GOP votes needed to advance landmark digital asset rules.
May 14, 2026
AI & Tech
Wall Street's AI Chip Trade Rotates From Nvidia to Intel, AMD
AI chip rotation is reshaping semiconductor leadership: AMD up 114% YTD versus Nvidia's 18%, with Intel surging on the Apple foundry deal.
May 14, 2026
AI & Tech
Cisco Stock Pops 15% as AI Orders Hit $5.3B, Guidance Raised
Cisco Q3 earnings beat as AI infrastructure orders surge to $5.3B YTD. CSCO raises FY26 AI order guidance to $9B and cuts 4,000 jobs.
May 14, 2026
Stocks
Nvidia H200 Cleared for China, but Beijing Blocks Delivery
The U.S. cleared Nvidia H200 sales to 10 Chinese firms including Alibaba and Tencent, but Beijing has paused deliveries amid the Trump-Xi summit.
May 14, 2026
Stocks
Cisco Surges 15% on AI Orders, 4,000 Layoffs, Beat
Cisco (CSCO) jumped 15% pre-market after beating Q3 estimates, cutting 4,000 jobs, and booking $5.3B in AI orders year-to-date.
May 14, 2026
Macro
Brent Crude at $107.77 as Iran Ceasefire on "Life Support"
Brent crude topped $107.77 and WTI settled at $102.18 as the Iran ceasefire frays, with the IEA warning of a 3.9 million bpd supply hit.
May 14, 2026
Macro
PPI Jumps 1.4% in April, Largest Monthly Gain Since 2022
April PPI rose 1.4% on the month and 6.0% year-on-year, the hottest reading since 2022, ending the Fed's rate-cut narrative.
May 14, 2026
Markets
10-Year Yield Hits 4.48%, Highest Since July, After PPI Shock
The U.S. 10-year Treasury yield climbed to 4.48% Wednesday, its highest since July 2025, with the 30-year above 5% as rate-hike odds rise.
May 14, 2026
Markets
Stocks Climb on Trump-Xi Summit as Hot PPI Caps the Rally
S&P 500 futures rose 0.3% Thursday as the Trump-Xi summit opened in Beijing, but hot PPI data kept Treasury yields near a 10-month high.
May 14, 2026
ETFs
Equal-Weight ETFs Beat the S&P 500 as Mega-Cap Fades
The Invesco S&P 500 Equal Weight ETF (RSP) returns 1% YTD while SPY falls 4%, as the Great Rotation of 2026 shifts capital from mega-cap tech to financials and industrials.
May 13, 2026
ETFs
Defense and Drone ETFs Crush the Market in 2026
Defense ETF SHLD returns 23% in three months while drone ETF DRNZ surges 120% in a year as geopolitical spending reshapes thematic fund flows.
May 13, 2026
Crypto
ETH/BTC Ratio Hits 10-Month Low as Institutions Flee
The ETH/BTC ratio falls to 0.0284, a 10-month low, as Ethereum spot ETFs hemorrhage capital and institutional investors concentrate bets on Bitcoin.
May 13, 2026
Crypto
Bitcoin Holds $80K After Hot CPI Kills Rate Cut Hopes
Bitcoin clings to $80,000 as April CPI hits 3.8%, a three-year high. Fed rate cut odds collapse to 38%, and crypto traders reassess the macro outlook.
May 13, 2026
AI & Tech
Chip Stocks Bleed as Qualcomm Drops 11% in Sector Rout
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
May 13, 2026
AI & Tech
Cerebras IPO Prices Above Range at $48B Valuation
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
May 13, 2026