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July 1, 2026 - The Fed Just Ditched the Playbook — And AI Stocks Are Rotating Fast
The Fed just stepped away from the guidance playbook — and markets are already trying to figure out what comes next.
In this episode of Market Pulse, …
3 months, 3 weeks ago
June 30, 2026 - Chip Stocks Rip Higher as Yields Flash Warning Signs
Semiconductors ripped higher, AI momentum came roaring back, and risk appetite looked unstoppable — even as rising yields sent a very different signa…
3 months, 3 weeks ago
June 29, 2026 - China’s Stealth Rate Cuts Are Sending a Global Growth Warning
China may not be announcing a major policy pivot, but the signal is getting harder to ignore.
In this episode of Market Pulse, we break down China’s s…
3 months, 3 weeks ago
June 26, 2026 - Chip Wreck, Oil Shock: The Market Tape Just Got Dangerous
Markets just got hit from two sides at once: a chip-sector wreck that cracked the AI trade, and an oil shock that suddenly turned the macro tape more…
3 months, 4 weeks ago
June 25, 2026 - Micron Melts Up as Oil Shock Fears Hit the Tape
Micron just lit a fire under the AI chip trade — and markets are paying attention.
In this episode of Market Pulse, we break down Micron’s blowout res…
4 months ago
June 24, 2026 - Semiconductors Surge as the $830 Billion Trade Takes Over Wall Street
Semiconductors are back at the center of the market’s biggest momentum trade. In this episode of Market Pulse, we break down why chip stocks are surg…
4 months ago
June 23, 2026 - Chip Stocks Crater as the AI Trade Hits Turbulence
The AI trade finally hit turbulence.
In this episode of Market Pulse, we break down the sharp selloff in semiconductor stocks, why the market’s favori…
4 months ago
June 22, 2026 - The Fed Turns Hawkish as SpaceX Bonds Steal the Spotlight
Markets are waking up to a very different message from the Fed — higher-for-longer may not be enough anymore. In this episode of Market Pulse, we bre…
4 months ago
June 18, 2026 - AI Hardware Explodes as the Fed Turns Hawkish
AI hardware is ripping again — but the Fed just turned up the heat.
This episode of Market Pulse dives into the market’s latest tug-of-war: chip stock…
4 months, 1 week ago
June 17, 2026 - The Warsh Wake-Up Call: Tech Cracks, Gold Breaks, and Markets Reprice the Fed
Markets just got Warsh’d.
In this episode of Market Pulse, we break down how Kevin Warsh’s hawkish debut sent a shockwave through risk assets — crushi…
4 months, 1 week ago