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News

Nvidia Beat Reignites AI Capex Trade
NEWS

Nvidia Beat Reignites AI Capex Trade

Nvidia (NVDA) has delivered another beat on both earnings and revenue, with Q1 FY2027 results exceeding consensus and data center revenue nearly doubling.

NVDAAMDAVGO+2

May 21, 2026

·1 min read
ENPH Pushes Highs As Solar Rotates Up
NEWS

ENPH Pushes Highs As Solar Rotates Up

Solar stocks have shifted into a constructive phase, with Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) leading a sharp rotation higher.

ENPHSEDGTAN+2

May 21, 2026

·1 min read
Armored vehicle on factory floor illustrating defence supplier €500m bond sale in fixed income markets
NEWS

Rheinmetall plans €500m bond sale

German defence supplier returns to bond markets with a five-year offering as orders surge and production shifts.

ACApRHMdUCGm

May 21, 2026

·3 min read
Chip Pullbacks Meet Bullish AI Flows
NEWS

Chip Pullbacks Meet Bullish AI Flows

Intel (INTC), Arm (ARM), and Qualcomm (QCOM) have already logged 10-15% pullbacks toward key support zones while bullish out-of-the-money call positioning is building into second-half expiries.

INTCARMQCOM+3

May 21, 2026

·1 min read
Tax-Favored Giants Tighten Retail Grip
NEWS

Tax-Favored Giants Tighten Retail Grip

State and local governments are channeling tens of billions of dollars a year in tax breaks and economic development incentives predominantly to large corporations, with studies showing big firms...

AMZNWMTTGT+2

May 21, 2026

·1 min read
Trading screens with bond yields and equity charts as Fed minutes spur rate repricing and volatility
MARKET BRIEF

Fed minutes spurred rate repricing

May 20: FOMC minutes flagged elevated inflation risks and a data-dependent stance, prompting repricing of near-term policy and lifting volatility as US and European equities advanced.

SPXDJIAFRA40+18

May 20, 2026

·4 min read
Agentic AI Theme Broadens After Correction
NEWS

Agentic AI Theme Broadens After Correction

Equity indices are emerging from a correction at the same time that markets are rapidly expanding the Agentic AI narrative to a wider universe of stocks.

NVDAAMDAVGO+1

May 20, 2026

·1 min read
Post-Earnings Lulls And Index Downside Risk
NEWS

Post-Earnings Lulls And Index Downside Risk

Historical trading around U.S. earnings cycles shows that broad equity indices often look more vulnerable once the bulk of corporate results is out and the flow of company-specific news slows.

SPYQQQDIA+1

May 20, 2026

·1 min read
Nvidia China Signal Ahead Of Earnings
NEWS

Nvidia China Signal Ahead Of Earnings

Nvidia (NVDA) is scheduled to report Q1 FY2027 earnings on May 20, 2026, with the conference call expected after the close.

NVDAAMDAVGO+1

May 20, 2026

·1 min read
ALAB vs CRDO: AI Connectivity Leaders Diverge
NEWS

ALAB vs CRDO: AI Connectivity Leaders Diverge

High‑speed connectivity has become a central profit pool in AI and cloud data centers, and market attention is concentrating on Astera Labs (ALAB) and Credo Technology (CRDO) as leading pure‑play...

ALABCRDONVDA+2

May 20, 2026

·2 min read
SPX vs US–Japan Spread: Liquidity Signal
NEWS

SPX vs US–Japan Spread: Liquidity Signal

The S&P 500 index and the US 2-year minus Japan 2-year government bond yield spread have moved broadly in tandem since 2015 when the spread is shifted forward by roughly three years.

SPXDXYUSDJPY

May 19, 2026

·1 min read
Empty podium before stock ticker board illustrating scrutiny of Q1 political stock trades
NEWS

Trump Q1 stock trades draw scrutiny

Filings show thousands of politically linked equity trades worth hundreds of millions; aides point to outside managers.

MSFTNVDAORCL

May 19, 2026

·4 min read
US stock market board showing falling index levels amid macro and regulatory news drag on equities
MARKET BRIEF

Macro and regulatory drag on US stocks

May 19: US indexes fell as markets digested a busy macro and regulatory calendar, including G7 support for Ukraine, SEC reform proposals, ECB liquidity shifts and softer UK labor data.

SPXDJIADAX+18

May 19, 2026

·4 min read
Stock exchange building symbolizing AI IPO prospects and valuation hopes for major tech firms
NEWS

Jury clears OpenAI, IPO path in focus

Federal verdict lifts cloud over AI firm, fueling IPO chatter and near-$1T valuation talk; Microsoft says $100B spent.

MSFT

May 19, 2026

·3 min read
TNX Swings Rattle Biotech, Then Fuel Rebounds
NEWS

TNX Swings Rattle Biotech, Then Fuel Rebounds

The latest jump in U.S. 10-year Treasury yields, tracked by ^TNX, has been sharp, with large basis-point swings now a defining feature of recent trading.

^TNXXBIIBB+2

May 19, 2026

·2 min read