Rocket Lab buys Iridium, satellite names rally 19.6%… ViaSat, Planet Labs, Satellogic catch the bid as the grid moves to orbit and data centers need low-latency links… here's who's offside as space goes vertical…

Four attack drones, one solid hit on a cargo deck, crude still trading like peace is permanent at $73.72… Trump calls it a "foolish violation," the cease-fire that took Brent from $150 to $74 in four months just got its first real test, and the market's still pricing abundance…

The Nasdaq bleeds five days straight, 333 stocks climb inside the S&P anyway, and the most-hyped IPO of the decade just delayed because SpaceX face-planted post-debut… the market rotation everyone called healthy is actually the AI trade pricing in its own collapse, one consumer price hike at a time…

Minneapolis Fed's Kashkari shifts to expecting one rate hike in 2026… while the DOJ serves Powell grand jury subpoenas over building renovations and threatens indictment. The Fed just became the story, and the tape still thinks independence is priced…

Micron quadruples revenue, data centers eat the memory supply, and Apple announces its first major consumer price hike in years… the AI infrastructure build just broke the electronics supply chain, and Tim Cook is making you pay for it…

DOJ probe at midnight, crude down 50% from the war highs, and Tehran gets paid in Kansas wheat… the president who wanted $150 oil just turned on the drillers the day Brent broke $75.59, and nobody's pricing what comes next…

Nasdaq bleeds 2.2%, KOSPI implodes 10%, the DRAM ETF craters 12%… but 60% of the S&P sits green and defensives rally. The AI trade didn't collapse—it rotated into itself, and nobody holding the memory complex saw it coming…

Semiconductors in freefall as KOSPI implodes 10%, Nasdaq futures bleeding 2.7%, and crude sagging on US-Iran détente despite the nuclear spat bubbling underneath…

Oil collapsing on 60-day Iranian waiver, Nikkei punching fresh records, and all eyes on Thursday's PCE with Warsh's hawkish dots still ringing in traders' ears…

Forty trillion in debt, $1.6 trillion a year in interest, Warsh just turned hawkish, and every basis point higher makes the math worse… the debt trap closed this week and the market's still buying Treasuries like it's 2019…

7.72 in January to $3.12 in June… the fastest commodity round-trip of the year just gave back a polar vortex, erased the LNG bid, and priced like abundance is permanent. December futures sit forty cents higher—the curve knows what spot refuses to admit…

Dollar/yen breaks 160.89—the weakest since Reagan's second term—and Japanese officials issue another verbal warning nobody will trade… the BOJ knows how to stop it, won't do it, and the carry trade that funded half the world's risk appetite is hanging by a thread…

Semis rip 12%, Russell small-caps climb, oil bleeds… and ten-year yields spike 15 basis points on the hawkish dots nobody wanted to price. One Fed hold, two opposite reactions, and the cross-asset read says somebody's about to be very wrong…

Futures rally on the Iran peace deal as oil slides toward $75, Asia hits records on Hormuz relief, and all eyes on what Warsh says next…

Consumer spent through the war, blew past estimates, handed the Fed proof of a hot economy… and Warsh cut the statement to 130 words, refused to dot-plot himself, and announced five task forces to change everything later. The market wanted clarity; it got a seminar on first principles…

Futures flat ahead of Warsh's debut press conference, Iran peace hopes pull oil off highs, and all eyes on 2 PM for the Fed's first real read under new leadership…

Hormuz opens Friday, oil craters, and silver's giving back the spring run... the haven bid traders swore wasn't there is unwinding faster than the inflation case that supposedly drove it...

Futures flat as traders wait on Warsh's first FOMC, oil holding losses post-Iran deal, and gold easing off record highs as the Hormuz premium deflates…

Renault-Thales, Mercedes-Tytan, the scout car and the anti-drone rig… Europe's car sector just pivoted to defense, Hormuz opens Friday, and nobody's pricing the business model that replaces China demand with military contracts…