May 3, 2026
Mega-cap earnings split. The capex bill is now $725 billion.
May 1, 2026
AWS grew 28% year over year, the fastest pace in three years. The stock fell anyway. Utilities and Industrials sit at the top of the lineup.
Apr 30, 2026
Alphabet ripped after the bell. Meta gave back nine percent on the AI capex raise. The Dow leads pre-market while the Nasdaq absorbs the gap.
Apr 29, 2026
Crude keeps rallying on Trump's Iran threats. Futures bounce back from the chip selloff.
Apr 28, 2026
Trump cancelled Iran negotiations Saturday. Microsoft and Meta print Wednesday. The morning has the rotation to match.
Apr 27, 2026
Meta, Microsoft, Alphabet, and Amazon report this week.
Apr 26, 2026
Both systems expanded to near full equity exposure this week. The Strait of Hormuz just got a twelve-month timeline.
Apr 24, 2026
Nasdaq futures up nearly 1% on earnings relief. The Dow CEO says the shipping lane won't clear for almost a year.
Apr 23, 2026
The latest rebalance expanded both books.
