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.
Earnings Recap: Micron (MU) — Q3 2026
Micron crushes Q3: $25.11 EPS (24% beat), $41.5B revenue (18% beat), memory stays tight through 2027.