The US sent Iran a 15-point peace framework via Pakistan. Brent fell 5%, the Dow jumped 270 points. Then Iran said no. Here is what is in the plan and what it would take for markets to believe it.
The Russell 2000 entered correction territory Friday, down 10.9% from its high — the first major index to do so in 2026. The S&P 500 is on its longest losing streak of the year. Here is why small caps broke first and what it signals for the rest of the market.
Nvidia gets the headlines. Micron gets the money. HBM production is sold out for all of 2026. EPS is up 460% year-over-year. And most investors are not paying attention because they are still staring at Nvidia.
An Austrian programmer built OpenClaw in November 2025. Four months later China banned it from government computers, Nvidia launched a product around it, and its creator was hired by OpenAI. Here is what OpenClaw actually is and why it matters.
The Fed meets, Nvidia keynotes at GTC, PPI prints, oil sits at $120, and Micron reports. Five events in five days that will move every major asset class. Here is what to watch.
Nvidia GTC 2026 opens today in San Jose. Jensen Huang keynotes at 2 PM ET. With NVDA down 3% for the year despite record earnings, here are the three things that will determine whether this event changes the AI trade.
Nvidia beat on every metric in Q4 2026 and the stock dropped 5.5%. When a blowout report sends a stock lower, the market is not responding to the numbers. Here is what it is actually saying.
CoreWeave is down 57% from its 52-week high. Oracle bonds are trading at junk-level yields. AI capex is still accelerating. Here is what the debt and price data are saying about the AI trade in 2026.
The BLS reported 92,000 jobs lost in February while ADP estimated gains just two days prior. Equities fell across the board. Here is what the data says.
Oil dominated the headlines, but Monday delivered three other significant market stories: a bond selloff tied to stagflation fears, a peace deal between Novo Nordisk and Hims & Hers, and a $280 million antitrust settlement for Ticketmaster.
