Over 35,000 Jobs in One Month — The Great Tech Restructuring of 2026 Has Begun
In April 2026, something shifted in the tech industry that will be recognizable as a turning point in five years’ […]
Market Commentary
Market analysis and commentary on current events.
8,000 Jobs Cut — How Meta Is Funding Its AI Bet Through Its Own Workforce
On Thursday, Meta sent an internal memo to its workforce. Content: 10 percent of employees — about 8,000 people —
Intel Stock Explodes 27%: How the Data Center Boom Seals Intel’s Comeback
Intel posts a quarter that leaves Wall Street speechless: 1,350% earnings surprise, Data Center revenue +22%, and guidance that analysts underestimated.
Oil at $95, S&P 500 at Record: Why Markets Are Ignoring the Iran War — And What It Really Costs
Trump extends Israel-Lebanon ceasefire, oil climbs to $95, S&P 500 hits record highs. Why markets are pricing two opposing realities at once.
Ceasefire Extended, Nasdaq at Record High — Q1 Earnings Season Now Decides Everything
Last night, just hours after the Wall Street close, US President Donald Trump posted a message on Truth Social that
Iran Ceasefire Expires — Markets Caught Between Hope and Uncertainty
Global financial markets are experiencing a tense calm. The two-week ceasefire agreed between the United States and Iran on April
UnitedHealth Beats Expectations — Dividend Names on the Rise
US healthcare giant UnitedHealth Group released quarterly results on Tuesday that significantly exceeded analyst expectations. The stock rose more than
Apple After Tim Cook — Bank of America Sees Transition from Position of Strength
The announcement came Monday after market close: Tim Cook, Apple’s CEO since 2011, will step down on September 1, 2026.
Strait of Hormuz Reopens: Oil Crashes, Dow Jumps 1,000 Points
What a week. Iran on Friday declared the Strait of Hormuz “completely open” for all commercial shipping traffic. The market
Microsoft: Best Week Since 2007 — Why the Stock Is Suddenly an AI Darling Again
Microsoft delivered its best weekly performance since 2007: +14% in five trading days. The stock that was still 30% below