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Blake Steen

Nvidia Backs Nebius. Tariffs Loom.s.

Nvidia Backs Nebius. Tariffs Loom.s.

Chip Stocks Surge. Tariffs Hit in 30 Days.

Jul 22, 2026
50% Tariffs. $90 Oil. Earnings Begin.

50% Tariffs. $90 Oil. Earnings Begin.

Here's what matters for your portfolio this week.

Jul 21, 2026
400 Apple Engineers. OpenAI's IPO Just Got Harder.

400 Apple Engineers. OpenAI's IPO Just Got Harder.

Execution matters now. Watch Alphabet and Tesla Wednesday.

Jul 20, 2026
SpaceX Abort. Abundance On Track

SpaceX Abort. Abundance On Track

This is what abundance building looks like.

Jul 17, 2026
Oil Up 8%. Ceasefire Broke.

Oil Up 8%. Ceasefire Broke.

Energy trade just shifted.

Jul 16, 2026
IBM Crashes 25%, Memory Stocks Rally

IBM Crashes 25%, Memory Stocks Rally

CrowdStrike up 90%. Here's why.

Jul 15, 2026
$26.5B IPO. Down 15% Same Day

$26.5B IPO. Down 15% Same Day

The market is pricing a recession. Earnings need to disprove it.

Jul 14, 2026
140 Targets Struck. Markets Up Anyway.

140 Targets Struck. Markets Up Anyway.

One miss and markets correct hard.

Jul 13, 2026
Magnificent Seven Crashed. KOSPI Hit +100%.

Magnificent Seven Crashed. KOSPI Hit +100%.

Rotation, not collapse. Capital's moving within tech, not away from it.

Jul 10, 2026
720,000 Workers Gone. Nvidia Down.

720,000 Workers Gone. Nvidia Down.

Labor force hit a 50-year low. But the AI trade is rotating away from the crowded names.

Jul 9, 2026
Is the Iran Oil Shock About to Tank Stocks?

Is the Iran Oil Shock About to Tank Stocks?

Crude surges past $75 as the Nasdaq gets hammered

Jul 8, 2026
Is Trump's Bitcoin Reserve Already Crumbling?

Is Trump's Bitcoin Reserve Already Crumbling?

Three federal agencies are feuding over who can legally hold volatile crypto

Jul 7, 2026
Oil's Biggest Problem Isn't Supply Anymore

Oil's Biggest Problem Isn't Supply Anymore

JPMorgan says the next challenge is finding enough oil buyers.

Jul 6, 2026
Meta's $125B Bet Just Paid Off

Meta's $125B Bet Just Paid Off

Here's how they're making it back.

Jul 2, 2026
Stocks soar. Bitcoin stumbles.

Stocks soar. Bitcoin stumbles.

AI hiring surprises, Rocket Lab's $8B deal, and chip stocks hit records.

Jul 1, 2026
Supreme Court blocks Trump's Fed firing. Markets rally anyway.

Supreme Court blocks Trump's Fed firing. Markets rally anyway.

$725B AI bet, 13% drawdown, Fed independence. Plus Iran talks resume Thursday

Jun 30, 2026
Microsoft's AI bet is destroying shareholder value

Microsoft's AI bet is destroying shareholder value

Big Tech margins crater while chip suppliers boom

Jun 29, 2026
Micron's margins are now Apple's pricing problem

Micron's margins are now Apple's pricing problem

MacBook prices jump $300 as memory costs surge. Housing bill heads to Trump's desk

Jun 26, 2026
Micron soars 10% as chips stage comeback

Micron soars 10% as chips stage comeback

Plus, Anthropic accuses Alibaba of "brazenly" stealing AI tech

Jun 25, 2026
Memory chipmakers crater 12%

Memory chipmakers crater 12%

Plus, the AI-memory trade had its scariest day in months

Jun 24, 2026
This gold dividend play (25 years straight growth)

This gold dividend play (25 years straight growth)

Plus, nine Fed officials want a hike

Jun 23, 2026
Debrief: An Insane 1st half of the year

Debrief: An Insane 1st half of the year

Plus, peace is on again, off again

Jun 22, 2026
85% of your return comes from this one thing

85% of your return comes from this one thing

Plus, the payout ratio that protects income investors

Jun 19, 2026
Higher for longer just got real

Higher for longer just got real

What the Warsh Fed means for your yields

Jun 18, 2026
Warsh takes the mic. Inflation's hot. Markets wait.

Warsh takes the mic. Inflation's hot. Markets wait.

Plus, Yum sells Pizza Hut for $2.7 billion

Jun 17, 2026
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