Daily Brief — June 18, 2026
Moscow drone strike, Iran peace progress, futures rebound, ACN/KR earnings, gold -2.6%
Daily Brief — Monday, April 27, 2026
Mali's Defense Minister assassinated (LVL 7). Iran floats new peace offer as Hormuz blockade holds — Brent above $100, WTI +1.8% pre-market. VZ beats and raises. DPZ misses. CMCSA -13%. Mega-cap tech week begins: GOOGL, MSFT, META all report Wednesday–Thursday.
Daily Brief — Friday, April 24, 2026
Iran attacks ships in Hormuz, Lebanon ceasefire extended 3 weeks, Europe debates post-NATO defense. Markets cautiously higher pre-bell — Nasdaq futures +1.40%, VIX -3.8%. P&G and SLB earnings this morning.
Earnings Recap — Friday, April 24, 2026
Charter Communications implodes -25.5% on catastrophic subscriber losses. P&G beats quietly. SLB guides cautious. HCA in-line. Friday's 14 reporters summarized.
Earnings Preview: Alibaba (BABA) — March 19, 2026 | Cloud Rebound or Another Miss?
Alibaba reports Q3 FY2026 earnings on March 19. With Chinese AI spending accelerating, a cloud business turning the corner, and the stock still 60% off 2021 highs, here's what to watch.
Earnings Preview: Micron (MU) — March 18, 2026 | The AI Memory Trade at an Inflection
Micron reports Q2 FY2026 earnings on March 18 — the same day as the Fed decision. Here's what the AI memory cycle, HBM demand, and DRAM pricing trends mean for the quarter, and what to watch after the bell.