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June 2, 2026 - The Copper Constraint Behind the AI Hardware Boom
In this episode of Market Pulse, we break down the collision between the AI-driven hardware supercycle and one of the market’s most overlooked constr…
4 months, 3 weeks ago
June 1, 2026 - Software Short Squeeze Defies the Iran Oil Shock
In this episode of Market Pulse, we break down how software and AI-linked momentum managed to overpower a fresh Iran-driven oil shock, fueling anothe…
4 months, 3 weeks ago
May 29, 2026 - Dell’s AI Blowout Masks the Market’s Unhedged Risks
Dell’s AI-driven earnings blowout gave markets another reason to chase the artificial intelligence trade — but beneath the surface, risk remains dang…
4 months, 3 weeks ago
May 28, 2026 - Dell, AI, and a Ceasefire Rally Push Markets to Record Highs
Markets pushed to fresh record highs as AI momentum, Dell’s latest surge, and renewed ceasefire optimism combined to fuel risk appetite across Wall S…
4 months, 3 weeks ago
May 27, 2026 - Markets Jolted as Airstrikes End the Peace Rally
Markets were leaning into calm — until geopolitics hit the tape.
In this episode of Market Pulse, we break down how airstrikes disrupted the fragile “…
4 months, 3 weeks ago
May 26, 2026 - Semiconductor Squeeze: $100 Oil, AI Trades, and the New Inflation Shock
In this episode of Market Pulse, we break down the collision between two of the market’s biggest pressure points: a renewed squeeze in semiconductors…
4 months, 4 weeks ago
May 22, 2026 - Record Highs, Hawkish Fed: What Breaks First?
Stocks are hitting record highs even as the Fed turns more hawkish — a setup that feels bullish on the surface, but increasingly fragile underneath.
I…
5 months ago
May 21, 2026 - Oil Holds the Key to a Soft Landing
Today’s market recovery has investors leaning back into the soft-landing narrative — but there may be one key condition the market cannot ignore: oil…
5 months ago
May 20. 2026 - Stocks Rebound, But Rising Yields Keep the AI Trade on Edge
Today’s market delivered the kind of move that keeps investors guessing: stocks staged a recovery, but the bond market continued to send a very diffe…
5 months ago
May 19, 2026 - The 5% Shock: Why the 30-Year Treasury Just Changed the Market Narrative
The 30-year Treasury yield has breached 5% — and that could change everything.
In this episode of Market Pulse, we break down why the long end of the …
5 months ago