Finance TL;DR Daily
The biggest stories in finance and markets, every weekday morning, in under ten minutes. A fast rundown of what moved — the Fed, earnings, deals, and the numbers behind the headlines — so you're caught up before the open. From the team behind Finance TL;DR.
Episodes
Inflation Hits 3.7%, Markets Sink, and BofA Eats an 8% Hit
September CPI jumps to 3.7% on a 9.1% gasoline spike, slamming stocks and sending bond yields higher as rate-hike odds surge. Plus: Fed officials worry Americans are accepting high inflation as the new normal, and Bank of America shares drop 8% on a revenue miss and a historic regulatory fine.
In this episode:
• U.S. inflation accelerates to 3.7% in September, driven by soaring energy prices — ht
Treasury Yields Hit 5.23% as Bond Stress Builds, Trump Targets Fed's Cook, SpaceX Rattles Telcos
Treasury yields hit multi-decade highs with four technical warning signs of further selling and Pimco warning of 6% on the 10-year; Trump forms a White House committee to investigate Fed Governor Lisa Cook; SpaceX's spectrum deal sends Verizon, AT&T and T-Mobile tumbling; and Iran's tanker attacks in the Strait of Hormuz hit a wartime high, squeezing oil flows.
In this episode:
• Bond market stre
Trade Deficit Balloons on AI Imports as the Fed Rewires Bank Oversight
The U.S. trade deficit jumps to $105.6 billion on an AI-driven import surge, cutting into Q3 GDP forecasts. Plus, the Fed unveils a major overhaul of bank supervision following the SVB collapse review, and a new survey finds the confidence gap between investors and everyone else at a record high.
In this episode:
• U.S. trade deficit widens to $105.6 billion, the largest since March 2025 — https:
Jobs Shock: Only 29K Added, Fed Hike Odds Crumble; G7 Floods Market With Diesel
A stunningly weak September jobs report — just 29,000 jobs added and a jump to 4.2% unemployment — guts expectations for an October Fed rate hike. Plus, G7 nations agree to release 100 million barrels of diesel and crude to tame fuel prices after U.S. diesel hit $6.37 a gallon.
In this episode:
• U.S. job growth slows sharply in September, unemployment rises to 4.2% — https://www.cnbc.com/2026/10
Fed's Jefferson Hits Pause as Treasury Yields Touch 24-Year Highs
Fed Vice Chair Philip Jefferson signals no rush to hike again in October, even as 10-year Treasury yields briefly touch 5.342%, their highest since 2002. Plus, Brent crude jumps as a third U.S. aircraft carrier heads to the Middle East, and Goldman Sachs pushes its rate-hike call from October to December.
In this episode:
• Fed Vice Chair Jefferson signals no urgency for next rate hike after Sept
Ex-Fed Adviser Jailed for China Ties as Cooler Inflation Data Cuts Rate-Hike Odds
A former Federal Reserve adviser is sentenced to prison for lying about ties to Chinese intelligence, while a cooler-than-expected PCE inflation reading slashes the odds of an October rate hike. Plus, the Fed's inspector general clears Jerome Powell in the headquarters renovation saga, and Treasury yields whipsaw as traders shift focus to the jobs report.
In this episode:
• Former Fed adviser sen
Warsh Rewires the Fed's Playbook as Anthropic Loses Its Court Fight
Fed Chair Kevin Warsh scraps forward guidance for a market-signal-driven approach as rates rise and yields climb; a federal appeals court upholds the Pentagon's national-security blacklisting of Anthropic; the Fed opens formal rulemaking on stablecoins under the GENIUS Act; and KC Fed's Jeff Schmid asks whether the AI buildout is becoming too big to fail.
In this episode:
• Warsh's Fed regime cha
Fed's Double Hawk Warning Names AI Boom as Inflation Culprit; MGM Deal Collapses
Two Fed presidents signal more rate hikes are likely, with Philly Fed's Anna Paulson explicitly blaming the AI infrastructure buildout for sticky inflation. Plus, the Trump-Xi summit yields a trade truce extension and first-ever US-China AI talks, and Barry Diller's People Inc. walks away from its $18 billion MGM Resorts bid.
In this episode:
• Fed's Paulson and Williams both signal further rate
Fed Officials Turn Hawkish as Oil Tops $100 and 10-Year Yield Hits 19-Year High
Boston Fed's Susan Collins and Fed Governor Michael Barr both signal more rate hikes are coming as inflation risks mount, while oil above $100 and a scorching PMI reading send the 10-year Treasury yield to levels unseen since 2007 and drag stocks lower.
In this episode:
• Fed's Collins warns inflation could stay 'notably' above 2%, signals further rate hikes may be needed — https://www.cnbc.com/2
Fed's Hawkish Turn: December Hike Odds Hit 88% as Gold Wobbles
Fed officials Goolsbee and Kashkari flag demand-driven inflation and a possible AI-fueled overheating, pushing December rate-hike odds to 88% and keeping Treasury yields elevated. Plus, gold steadies near $4,375 as the September hike and hawkish talk pull bullion in opposite directions.
In this episode:
• Federal Reserve officials signal aggressive stance on inflation as markets price in more hik
Warsh's Hawkish Turn: Fed Signals More Hikes, Yields Spike, and an SVB Reckoning
Fed Chairman Kevin Warsh's 'dose of accommodation' language sends markets bracing for more rate hikes, the two-year Treasury yield hits a multi-year high, and a new report finds the Fed's own supervisors saw SVB's collapse coming and didn't act.
In this episode:
• Fed Chairman Warsh's 'dose of accommodation' comments signal more rate hikes ahead — https://www.cnbc.com/2026/09/18/three-words-from-
Bank of England Breaks Ranks as Fed Hikes and Wall Street Rallies Anyway
The Bank of England holds rates but warns inflation could top 4%, putting it at odds with a Fed that just hiked for the first time since 2023 — and Wall Street cheers anyway as oil prices retreat.
In this episode:
• Bank of England holds rates but warns inflation could top 4%, diverging from Fed and ECB — https://www.reuters.com/markets/europe/bank-england-sounds-inflation-alarm-it-holds-interest
Fed Set to Hike Rates for First Time Since 2023 as Mortgage Demand Craters
The Fed is expected to raise rates a quarter point to fight 3.7% inflation, clashing with the White House, just as mortgage demand drops 19% and J.B. Hunt warns on earnings. Plus: US household income hits a record high even as poverty falls.
In this episode:
• Federal Reserve expected to raise interest rates for first time in 3 years — https://www.cnbc.com/2026/09/16/bizarre-volatility-bet-in-the
The Fed Hikes, the 10-Year Breaks 5%: A Global Bond Rout Hits Home
Finance TL;DR Daily covers the Fed's expected first rate hike under Chairman Kevin Warsh, the 10-year Treasury yield breaking above 5% for the first time since 2007, and a global bond selloff tied to surging oil prices and Middle East tensions.
In this episode:
• Federal Reserve expected to raise benchmark rate this week, marking first hike under Chairman Warsh — https://www.cnbc.com/2026/09/15/w
Fed Set to Hike Under Warsh as 10-Year Yield Flirts With 5%
The Fed looks set to raise rates for the first time since 2023 at Kevin Warsh's first meeting as chair, with economists now pricing in another hike by March; meanwhile the 10-year Treasury yield briefly touched 5% as bond markets brace for a higher-for-longer rate world.
In this episode:
• Fed's table is set for a rate hike, a first under Warsh — https://www.reuters.com/business/feds-table-is-set
Hot CPI Seals the Fed Hike, Yields Spike, Oracle's AI Bet Pays Off
August CPI comes in hotter than expected, pushing odds of a Fed rate hike next week to nearly 90% and putting Chairman Kevin Warsh's credibility on the line. Treasury yields jump to multi-year highs on the news, while Oracle shares pop on 30% revenue growth and a $664 billion AI cloud backlog.
In this episode:
• Hotter-than-expected August CPI cements near-certainty of Fed rate hike next week — h
Trump Presses the Fed as Oil Tops $100 Before the Big Rate Call
The White House ramps up pressure on the Fed days before its rate decision, Brent crude surges past $100 on Middle East tensions, two make-or-break inflation reports land this week, and Treasury triples its bond buyback to calm shaky markets.
In this episode:
• Trump administration ramps up public pressure on Fed to cut rates ahead of pivotal meeting — https://www.cnbc.com/2026/09/05/trump-warsh-
Oil Spikes Toward $100 as Saudi Attacks and Trade War Rattle Markets
Brent crude surges near $100 after Houthi attacks on Saudi energy facilities, sending the Dow down 600 points and reigniting inflation fears. Plus, Canada's $27.6 billion retaliatory tariffs take effect, UK borrowing costs hit a 28-year high, and GE Aerospace reportedly moves on a $12 billion acquisition of CPP.
In this episode:
• Brent crude oil hits $98 after Iran's Houthi allies attack multipl
Trump Threatens Trade Halt to Force Fed Rate Cut After Blowout Jobs Report
August payrolls smashed forecasts at 162,000 jobs, pushing Treasury yields higher and rate-hike odds above 60% — then President Trump threatened to cut off trade with deficit countries unless the Fed cuts rates instead, rattling markets over central bank independence.
In this episode:
• Trump threatens to halt trade with deficit nations unless Fed cuts rates after strong jobs data — https://www.c
Waller's 'Give Disinflation a Chance' Sparks Rally as Nvidia Buys Hugging Face for $13B
Fed Governor Waller signals a possible September pause, sending stocks up and yields down; Nvidia agrees to buy Hugging Face for $12.9 billion; Broadcom's blowout AI numbers still weren't enough for the Street; and oil climbs on Middle East tensions without derailing the bond rally.
In this episode:
• Fed Governor Waller signals potential pause on rate hikes, boosting stocks and easing Treasury y
10-Year Treasury Yield Hits Highest Since 2023 as Global Bond Rout Deepens
A worldwide bond sell-off pushes U.S., UK, German and Japanese yields to multi-year highs on inflation fears and oil prices, while Fed's John Williams and a weak ADP jobs report muddy the picture ahead of the Fed's September meeting. Plus, the Bank of Canada holds rates steady despite an escalating tariff fight with the U.S.
In this episode:
• U.S. 10-year Treasury yield hits highest level since
Mortgage Rates Spike, 10-Year Yield Nears 5%, and OpenAI's $7B Cash-Out
Mortgage rates hit their highest since June 2025 as Middle East tanker attacks send oil and Treasury yields higher, the 10-year yield's breakout toward 5% raises fresh alarm about federal borrowing costs, and OpenAI completes a $7 billion secondary share sale ahead of a targeted 2027 IPO.
In this episode:
• Mortgage rates surge to the highest since June 2025 as new Middle East attacks push oil pr
Sticky Inflation, a Jittery Fed, and Meta's $16.7 Billion Settlement
Core PCE inflation holds at 3.3% just days before Fed Chair Warsh's Jackson Hole speech, Treasury Secretary Bessent's bond buyback move adds pressure on the Fed, and Meta settles teen social media addiction lawsuits with 29 states for $16.7 billion.
In this episode:
• Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July — https://www.cnbc.com/2026/08/26/feds-preferred-infl
Sanctions Shrug, Debasement Trade Roars: Gold, Bitcoin, and a Tense Wait for Nvidia
New U.S. sanctions on Iran barely move markets while China's role stays murky, Treasury eyes its $1 trillion cash account to fund bond buybacks, gold and Bitcoin surge on the 'debasement trade,' and tech stocks slide ahead of Nvidia earnings and Alibaba's discounted share sale.
In this episode:
• U.S. expands sanctions on Iran, but markets shrug as China's role remains unclear — https://www.chann
Bessent's Bond Buyback Backfires as Inflation Fears Rattle Markets Before Jackson Hole
Treasury Secretary Bessent's oversized bond buyback plan spooked inflation expectations instead of calming them, raising the stakes for Fed Chair Kevin Warsh's Jackson Hole debut. Plus, U.S.-Canada trade talks collapse as 50% tariffs and retaliation kick in.
In this episode:
• Bessent's bond buyback plan backfires, sparking inflation fears and pressuring the Fed — https://www.cnbc.com/2026/08/21/
Japan's Inflation Spike, US Housing Starts Sink, and Nvidia's Make-or-Break Week
Japan's inflation hits a 2026 high and puts the Bank of Japan on track for a September rate hike, while U.S. housing starts post their steepest drop in years. Plus, why Nvidia's earnings next Wednesday could decide the market's direction, and the U.S.-Canada trade deal coming down to the wire.
In this episode:
• Japan headline inflation rate hits highest this year as energy prices bite — https://
Fed Minutes Flag Hike Risk as U.S. Debt Tops $40 Trillion
The July Fed minutes show officials open to hiking rates if inflation stays hot, even as Trump renews his push for cuts and the national debt crosses $40 trillion. Plus, why Walmart shares fell despite raised guidance.
In this episode:
• Fed minutes show officials ready to hike rates if inflation remains elevated — [cnbc.com](https://www.cnbc.com/2026/08/19/fed-minutes-july-2026-officials-saw-nee
UAE Cuts Off Iran, Treasury Steps In, and Moderna's Cancer Vaccine Shocker
The UAE severs trade with Iran after a missile strike, sending oil and safe-haven flows into motion, while the U.S. Treasury doubles debt buybacks to calm a jittery bond market. Plus: Moderna and Merck's melanoma vaccine data sends the stock soaring, Google eyes a $12.2 billion stake in Marvell's custom chips, and India's central bank signals hikes are coming.
In this episode:
• UAE severs trade
Fed Odds Flip as Jobs Miss and Cooling Inflation Push Stocks to Record Highs
A surprise jobs miss and cooler wholesale inflation have traders betting the Fed holds rates in September, sending stocks to record highs even as 30-year Treasury yields sat at 19-year highs earlier in the week. Plus, Russia's state development bank fires its chief economist after he warned Moscow is losing the economic war of attrition.
In this episode:
• Fed may hold rates steady as cooling inf
September Fed Hike Bets Collapse as Jobs Data Crumbles
Fed rate hike odds for September plunge to roughly 30% after a shock jobs loss, sending the dollar to a two-month low ahead of Wednesday's FOMC minutes — plus why futures still price in a year-end hike, and fresh signs China's economy is losing steam.
In this episode:
• September Fed Rate Hike Odds Plunge as Inflation and Jobs Data Cool — https://www.top1markets.com/news/september-fed-rate-hike-o
Cooler CPI, Weaker Retail Sales, and a Chip Bellwether Stumbles
Soft inflation data has traders leaning toward a Fed hold in September, even as a surprise drop in July retail sales adds to the cooling-economy narrative. Plus, Applied Materials shares slide on weak guidance despite beating earnings, and global equity funds notch a 12th straight week of inflows.
In this episode:
• Cooler inflation data may force Warsh's divided Fed to hold the line on rates — h
Wholesale Prices Stall, But a Fed President Wants Rates Higher Anyway
A surprisingly flat Producer Price Index report boosts hopes for a September rate cut, but Cleveland Fed President Beth Hammack's dissent shows the inflation fight isn't settled. Plus, Databricks hits a $190 billion valuation, and the U.S. budget deficit posts its biggest July shortfall since 2021.
In this episode:
• Wholesale prices were flat in July, below expectations for 0.2% increase — https
Inflation Cools to 3.4%, Wall Street Rips to Records on AI Earnings
July CPI cools to 3.4% and eases pressure on the Fed, sending the S&P 500 to fresh record highs on blowout AI earnings from Palantir, CoreWeave and Nebius, while mortgage rates finally stop climbing.
In this episode:
• U.S. inflation cools to 3.4% in July, easing pressure on the Federal Reserve — https://www.cnbc.com/2026/08/12/cpi-inflation-report-july-2026.html
• Wall Street rallies to record h
Gold Hits $4,400 as Weak Jobs Data Upends Fed Bets — Plus Trump vs. Powell
A shock 23,000-job loss in July sends gold to a seven-week high near $4,400 and slashes September Fed hike odds, while the Trump administration's escalating fight with Chair Jerome Powell and a twisting Treasury yield curve complicate the rate outlook ahead of this week's CPI test for Fed Chair Kevin Warsh.
In this episode:
• Gold steadies after scaling two-month high as weak jobs data slashes Se
Buffett's Berkshire Ends Its Cash Hoarding Streak as TSMC Rides the AI Wave
Berkshire Hathaway breaks a 14-quarter selling streak and starts deploying its nearly $400 billion cash pile, TSMC's sales jump 45% on AI demand, Intel plans a $15 billion stock offering to fund its AI push, and rising Iran tensions push oil prices higher as the Strait of Hormuz standoff drags on.
In this episode:
• Berkshire Hathaway ends 14-quarter selling streak, starts spending massive cash p
Jobs Report Shocker: Payrolls Fall 23,000, Fed Rate Hike Odds Crumble
A surprise 23,000 drop in July payrolls and a fall in unemployment to 4.1% have gutted expectations for a September Fed rate hike, sending Treasury yields and hold-rate odds sharply lower. Finance TL;DR Daily breaks down the jobs shock and the bond market's reaction.
In this episode:
• U.S. economy unexpectedly lost jobs in July, dimming prospects for a September Fed rate hike — https://www.cnbc.
Fed's Cook Signals Rate Hike Ready as Yields Hit 2007 Highs
Fed Governor Lisa Cook says she's prepared to back a rate hike over inflation, even as fresh productivity data complicates the picture. Plus, 30-year Treasury yields hit levels not seen since 2007, and Apollo's $7.7 billion EasyJet buyout heads toward a Friday deadline.
In this episode:
• Fed Governor Cook says she's 'prepared to act' on rate hike to address inflation — https://www.cnbc.com/2026/
Kashkari Wants Rate Hikes While Hiring Stalls and Tariff Refunds Hit $100 Billion
Fed dissenter Neel Kashkari pushes for a September rate hike even as ADP shows private hiring slowing sharply; the Treasury's $100 billion in 'Liberation Day' tariff refunds mostly flow to corporations, not consumers; and Eli Lilly's weight-loss drug boom sends earnings and guidance sharply higher.
In this episode:
• Fed's Kashkari says 'now is the time to start slowly moving' rates up — https://
Manufacturing Roars, Palantir Soars, and the Fed Keeps an Open Mind
ISM manufacturing hits a four-year high but stokes inflation fears, Palantir jumps 27% on blockbuster AI-driven earnings, Philly Fed's Anna Paulson signals a hawkish pause, and Caterpillar's record quarter shows the AI buildout lifting heavy industry too.
In this episode:
• US manufacturing activity hits more than four-year high, but inflation worries intensify — https://finance.yahoo.com/economy
US and Japan Team Up on the Yen for the First Time Since 1998
The US and Japan launch a rare joint intervention to prop up the yen, the Fed holds rates steady at 3.50-3.75%, Amazon crosses a $3 trillion market cap on AWS strength, oil prices tumble after Trump calls off an Iran strike, and Visa buys fraud-detection firm BioCatch for $2.4 billion.
In this episode:
• U.S. and Japan conduct first joint yen intervention since 1998 to support the currency — http
Fed Rebellion Grows as Apple Loses $460 Billion in a Day
Three Fed presidents publicly break ranks to demand a rate hike as inflation stays hot, Apple suffers its worst post-earnings drop in 13 years on chip shortages, Iran-linked tanker attacks send oil higher, Amazon passes along $600 million in tariff refunds, and Coinbase posts a $359 million quarterly loss.
In this episode:
• Fed officials who voted to hike rates say action is needed now against i
Fed's Hawkish Hold Sends 30-Year Yields to 19-Year High as Meta Tanks, Microsoft Soars
The Fed holds rates but three officials dissent for a hike, sending the 30-year Treasury yield to its highest since 2007. Plus, Q2 GDP slows to 1.5% even as consumers keep spending, and Big Tech earnings split the AI trade as Meta drops 9% while Microsoft jumps 15%.
In this episode:
• Fed holds rates steady but with three dissents, signaling 'hawkish hold' — https://apnews.com/article/economy-inf
Fed on Edge, Oil Spikes 6% on Iran Strikes, P&G Misses as Shoppers Trade Down
The Fed heads into a high-stakes rate decision under new Chair Kevin Warsh as inflation lingers above target, oil prices jump more than 6% after Trump vows retaliation against Iran following strikes in Iraq, and Procter & Gamble's revenue miss shows value-conscious shoppers are trading down.
In this episode:
• Federal Reserve decision looms with rates expected to hold, but a hike remains possible
Chip Stocks Crater, Fed Looms, and Coke Beats: July 28 Markets Wrap
A $1 trillion semiconductor sell-off led by Korea's Kospi and Nvidia's slide headlines a day where the Fed's rate decision and Trump's pressure on Chair Warsh loom large, Boeing rallies despite a big loss, Coca-Cola raises guidance, and Apple launches an iPhone leasing plan with Klarna.
In this episode:
• Markets brace for Fed decision amid Trump's calls for lower rates and political pressure — h
Oil Spike Ignites Fed Hike Fears as Odds Surge to Eighty-Two Percent
Surging oil prices driving up expectations for a September Fed rate hike overshadow solid corporate earnings. Today, we cover Intel's record revenue growth, Verizon's guidance upgrade, and Oracle's massive new Pentagon contract.
In this episode:
• Odds of Federal Reserve rate hike surge as oil prices rip higher - CNBC — https://www.cnbc.com/2026/07/23/fed-interest-rate-odds-oil-jobless-claims.htm
AI Capex Fears Slam Tech as Oil Tops $90 and Yields Spike
Alphabet and Tesla shares tumble on ballooning AI spending and negative free cash flow, the ECB holds rates at 2.25% while flagging a possible September hike, and the 10-year Treasury yield hits its highest level since January 2025 as oil breaks $90 a barrel.
In this episode:
• Tech stocks tumble as S&P 500 and Nasdaq dive on Alphabet and Tesla earnings, AI capex fears — https://www.investors.com
Oil Surges on shipping Threats as AMD Strikingly Challenges Nvidia
Global oil prices spike past ninety-five dollars amid intensifying Middle East conflict, AMD announces a massive five billion dollar partnership with Anthropic, and Wall Street drops as tech earnings face an AI spending reality check.
In this episode:
• Brent crude surges past $95 as escalating Middle East conflict threatens two key energy shipping corridors — https://www.cnbc.com/2026/07/22/oil-
Fed Rate-Hike Fears Spike as Economists Turn Hawkish and New Tariffs Loom
A Reuters poll of 104 economists shows rising odds of a 2026 Fed rate hike as oil prices surge, the U.S. prepares fresh Section 301 tariffs on dozens of countries, GM raises its profit guidance after a strong Q2, and Novo Nordisk sues Eli Lilly over weight-loss drug ad claims.
In this episode:
• Reuters poll shows economists see rising risk of a Federal Reserve rate hike — https://news.google.com
Oil Plunges on Iran Ceasefire Talk, AMD Lands Microsoft for New AI Chip
Oil prices reverse sharply on reports of a proposed U.S.-Iran ceasefire, sparking a stock rebound ahead of earnings season. Plus, AMD launches its Helios AI rack system with Microsoft as its first big customer, and Canada's inflation cools to 2.8% in June.
In this episode:
• Oil prices reverse sharply on reports of a proposed 10-day cease-fire between the U.S. and Iran — https://www.cnbc.com/2026
Oil Spikes as Iran Conflict Hits Kuwait; SpaceX Sinks Below IPO Price
Brent crude jumps toward $85 after Iranian drone strikes hit a Kuwaiti power and desalination plant and Strait of Hormuz traffic collapses; SpaceX shares slide further below their $135 IPO price after an aborted Starship test flight; and Dallas Fed President Lorie Logan breaks ranks to push for a rate hike despite cooling inflation.
In this episode:
• Oil prices surge on Middle East escalation as
Uber's $14.8B Delivery Hero Deal Shakes Up Global Food Delivery
Uber agrees to buy Delivery Hero for $14.8 billion to build the world's largest non-Chinese delivery platform, the U.S. slaps 25% tariffs on Brazil, UnitedHealth posts a blowout quarter and raises guidance, and Eli Lilly bets up to $3.8 billion on psychedelic depression treatments.
In this episode:
• Uber to acquire Delivery Hero for $14.8 billion in massive global delivery expansion — https://fi
Wholesale Prices Unexpectedly Fall as Fed Chair Warsh Testifies
U.S. wholesale prices unexpectedly declined in June, easing rate-hike fears just as Fed Chair Kevin Warsh delivered his debut Senate testimony on inflation. Plus, ASML raises guidance on AI demand, and the Bank of Canada holds rates steady.
In this episode:
• U.S. wholesale prices unexpectedly fall 0.3% in June, easing rate-hike fears — https://www.cnbc.com/2026/07/15/wholesale-inflation-june-202
Oil Surges on Gulf Clashes, Meta's $50B Expansion, TSMC's Record Sales
Military clashes in the Persian Gulf have ignited oil prices and dragged down tech shares, while Meta supercharges its AI infrastructure spending in Louisiana and TSMC posts record-breaking quarterly revenue.
In this episode:
• U.S.-Iran airstrikes reignite Gulf conflict, sending crude oil surging and tech stocks skidding — https://www.cnbc.com/2026/07/12/oil-price-strait-hormuz-iran-trump-tanker
SK Hynix's $26.5B Nasdaq Debut Shakes Up the AI Chip Race
SK Hynix pulls off the largest U.S. debut ever by a foreign company, the Fed taps Marc Andreessen and Doug McMillon for reform task forces, Circle wins final approval for a national trust bank, and Delta posts a fuel-cost-defying earnings beat.
In this episode:
• SK Hynix makes historic $26.5 billion Nasdaq debut to fund AI chip expansion — https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasd
Fed Minutes Reveal Rate-Hike Split as Warsh Skips His First Dot Plot
The Fed's June minutes expose a nine-to-eight split toward rate hikes under new Chair Kevin Warsh, PepsiCo misses on earnings as U.S. shoppers pull back, AstraZeneca loses roughly £19 billion after its Wainua heart drug trial fails, and China's consumer prices cool while factory-gate costs hit a four-year high.
In this episode:
• Federal Reserve minutes reveal division over rate direction at June
Trump Declares Iran Ceasefire 'Over,' Oil Spikes 5% as Fed Fight Looms
Oil surges after Trump says the U.S.-Iran ceasefire is finished following a wave of military strikes; Fed minutes reveal a hawkish 'family fight' under new Chair Kevin Warsh; Alibaba jumps 12% as capital rotates out of chips into Chinese tech; and Jeff Bezos opens Blue Origin to outside investors at a $130 billion valuation.
In this episode:
• Trump declares U.S.-Iran ceasefire is 'over' after ex
OPEC+ Floods the Market, Lockheed Bets Big on Undersea Warfare
OPEC+ raises oil output for a fifth straight month and crude slides, Lockheed Martin buys naval defense firm Ultra Maritime for $3.45 billion, Israel's central bank cuts rates to 3.5%, and TeraWulf shares pop 20% on a $19 billion Anthropic data center lease.
In this episode:
• OPEC+ agrees to raise oil output targets, sending crude prices lower — https://finance.yahoo.com/news/oil-slips-opec-agre
June Jobs Shocker: Just 57,000 Hires as Rate-Cut Bets Surge
A stunningly weak June jobs report (57,000 added vs. ~110,000 expected) reshapes Fed rate-cut expectations, ECB chief Christine Lagarde leaves the door open to an early exit for French politics, and gold snaps a four-week losing streak on the cooling labor data.
In this episode:
• U.S. hiring cools drastically in June with only 57,000 jobs added, as labor force participation declines — https://ww
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