Brent crude hit $106 while Goldman Sachs raised its Q4 forecast to $90 and still missed. Budget airlines formally requested a $2.5 billion government bailout. Spirit Airlines has been delisted. The oil shock is claiming its first industry.
Trump extended the Iran ceasefire indefinitely. The Nasdaq jumped 1.67%. But UK inflation hit 3.3% the same day, identical to the US figure. The shooting paused. The inflation did not.
UnitedHealth surged 7% on a blowout quarter. US retail sales beat in March. The economy is holding up. But Brent oil jumped 2.8% to $98 with the Iran ceasefire expiring tomorrow. Here is what markets are watching.
Tim Cook is out after 15 years. John Ternus, Apple’s hardware chief, takes over as CEO on September 1. Apple stock fell 2.4%. Here’s what it means for the world’s most valuable company.
TSMC made $18.2 billion in profit in a single quarter. Up 58%. Most people have never heard of them. But they make every chip inside every AI system, every iPhone, and every data center on earth.
Anthropic’s revenue went from $9 billion to $30 billion in 90 days. At $800 billion, the valuation is aggressive. But the real bubble risk in AI right now isn’t Anthropic.
Oil prices surge on Middle East tensions, but stocks rally. Here’s why the market thinks this shock is containable.
Markets were closed Friday for Good Friday. When they open Monday, they will have oil near $120, a CPI report forecasting the worst inflation in years, and a passed Hormuz deadline to process. Here is everything that happened.
Trump’s Iran speech offered no exit strategy and vowed strikes for weeks more. Brent hit $108. The Hormuz Strait stays closed. Here is what it means for markets.
Wednesday’s peace plan rally lasted 24 hours. Stocks, bonds, and gold all fell on Thursday. The Nasdaq entered correction. Brent hit 08 again. There is nowhere left to hide.
