Market news
Crypto, stocks, forex and macro, aggregated for traders.
Dow Jones Edges Higher After Record, Ignores Ceasefire Collapse
The Dow Jones Industrial Average rose 0.26% to 52,609 on Friday, two sessions after hitting a record 53,333, as markets dismissed news of a second breakdown in the US-Iran ceasefire.
TeraWulf Plans $3.5B Data Center for Anthropic
Bitcoin miner TeraWulf is set to raise $3.5 billion to build a data center for AI company Anthropic, highlighting the convergence of crypto mining and AI infrastructure.
SK Hynix Surges 14% on Nasdaq Debut, Market Cap Tops $1 Trillion
SK Hynix, South Korea's second most valuable company, surged 14% on its Nasdaq debut after ADRs were priced at $149 per share, raising $26.5 billion and pushing its market cap above $1 trillion.
SK Hynix US IPO Shifts Focus to Memory Stocks
SK Hynix's US IPO has drawn attention to memory chip stocks, with competing theories on how the debut will affect Sandisk (SNDK) and Micron (MU).
RTY Short-Term Trade Setup Suggests Buying Opportunity
A short-term trade setup for Russell 2000 (RTY) futures indicates buyers can profit from the blue box zone, signaling potential upside in small-cap stocks.
Delta Air Lines Q2 2026 Earnings Beat Estimates, Maintains FY Guidance
Delta Air Lines reported Q2 2026 adjusted EPS of $1.56, beating the $1.48 estimate, and revenue of $17.67B above expectations. The airline reaffirmed its full-year guidance and provided a Q3 outlook in line with consensus.
Wall Street's Largest Earnings Upgrade Since 2021 Ahead of Q2 2026 Season
Analysts have delivered the biggest earnings upgrade since 2021, signaling optimism despite inflation and rate uncertainty. The shift comes as Q2 2026 earnings season approaches.
Apollo Acquires EasyJet for £5.7bn, Outflanking Castlelake
Apollo Global Management has acquired EasyJet for £5.7 billion, outbidding rival Castlelake, according to reports. The post also notes that oil prices are retreating.
AI Price War Erupts as Meta Attempts to Buy Into Frontier
Meta is reportedly entering an AI price war, seeking to purchase its way into the frontier of artificial intelligence.
Bearish Elliott Wave Pattern in Microsoft Suggests More Downside Risk
Microsoft (MSFT) shows an incomplete bearish Elliott Wave sequence from its July 31, 2025 high, indicating further downside risk with potential targets lower.
Groww Rolls Out MF Prime, Confirms Direct Mutual Fund Plans Unchanged
Groww rolled out MF Prime, an opt-in feature offering AI- and research-backed mutual fund guidance, while confirming its existing zero-commission direct mutual fund plans remain unchanged.
Revolut X Lets Users Trade Crypto Through Natural Language Prompts
Revolut integrated its crypto exchange Revolut X with AI assistants including Claude and Gemini, letting users execute trades, set alerts and backtest strategies across 300+ tokens via natural language.
WiseTech Global: DSV Remains Active Customer, Contract Runs Until September 2028
WiseTech Global confirmed DSV remains an active customer with an existing contract including a substantial financial commitment running until September 2028. The parties are continuing discussions on additional collaboration opportunities beyond September 2028.
Stocks Rise as Chipmakers Rally and Iran Oil Shock Fears Fade
Equities rebounded as oil prices eased on fading fears of an Iran-supply disruption, while semiconductor stocks rallied on renewed AI-sector optimism.
Dow Jones Rebounds on Phone Call and Semiconductor Strength
The Dow Jones Industrial Average rose 0.28% to near 52,480, recovering a small portion of Wednesday's Gulf-driven losses, boosted by a phone call and strength in semiconductor stocks.
Visa Breaks Higher After A-B-C Correction, Eyes New Highs
Visa's stock completed a three-wave A-B-C correction near the 293-300 support zone and is now breaking higher, with wave five targeting new highs above the 2025 peak.
Semiconductor ETFs See Record $7.1B Daily Inflows, Led by SOXX
US semiconductor ETFs attracted a record $7.1 billion in new capital on Tuesday, with the SOXX fund drawing $5.4 billion — its largest single-day inflow since inception in 2001.
PepsiCo Q2 Earnings Beat Estimates
PepsiCo reported Q2 earnings of $2.2 per share, surpassing the Zacks Consensus Estimate of $2.19 per share and up from $2.12 a year ago.
Top 10 US Stocks Now 43% of S&P 500 Market Cap, Near Record High
The top 10 companies in the S&P 500 now account for 43% of the index's total market capitalization, close to an all-time high. Concentration has doubled in a decade, while the smallest 250 firms have shrunk to just 7%.
Micron Boosts US Semiconductor Investment to $250B+
Micron plans to invest up to $3 billion to strengthen the US semiconductor supply chain and raises its total planned US investment to over $250 billion through 2035, expecting to create over 90,000 jobs. The stock rose over 6% on the day.
OpenAI Launches GPT-Live Full-Duplex Voice Model
OpenAI has introduced GPT-Live, a new voice model with full-duplex architecture that allows simultaneous listening and speaking, integrated into ChatGPT's Conversation mode.
S&P Emini Futures Test Support at 7490/85, Bounce After Stop Below 7475
Emini S&P September futures tested strong support at 7490/7485, with longs stopped below 7475 before a bounce from just under that level.
Goldman Sachs: Equities Face Earnings Test as AI Capex Reshapes Leadership
Goldman Sachs' chief global equity strategist outlines a nuanced roadmap for the equity rally, noting that AI capital expenditure is altering market leadership and the upcoming earnings season will test the trend.
S&P 500 Q2 Earnings Expected to Surge 24% YoY
Total Q2 earnings for the S&P 500 are projected to rise 24.0% year-over-year on 11.3% higher revenues, with 11 of 16 Zacks sectors reporting positive growth.