Market Commentary

While the stock market jumps from record high to record high, the Federal Reserve remains surprisingly quiet. San Francisco Fed […]

Netflix reported quarterly numbers on Thursday evening that look excellent on paper: Revenue $12.25 billion (+16%), earnings per share $1.23

TSMC — the company that manufactures 9 out of 10 advanced AI chips worldwide — reported quarterly results on Thursday

The S&P 500 broke through the 7,000-point barrier on Wednesday and followed up with a close at 7,041 on Thursday.

Q1 2026 earnings season has kicked off with a bang. Within two days, four of the largest US banks reported

Just 24 hours after oil broke through the $100 mark, sentiment is shifting. WTI Crude fell more than 6% on

Novo Nordisk — the company behind weight-loss blockbuster Ozempic — announced a partnership with OpenAI on Tuesday. The stock jumped

Goldman Q1 2026: $17.23B revenue (+14%), EPS $17.55 — records everywhere except FICC. Why the stock fell -2% and what CEO Solomon’s AI warning means for software stocks.

WTI oil at $104, Brent at $101: Following the Hormuz blockade, we analyze the impact on energy stocks, airlines, and what investors should do now.

JPMorgan just slapped a $145 price target on Tesla — implying a 60% downside from current levels. That’s not a