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07/09/2026

Middle East tensions are rising, oil is above $90—and gold is falling.

Why? Higher oil can mean higher inflation, which can push the Federal Reserve toward higher interest rates. And higher rates can make non-yielding gold less attractive.

War says buy gold. Rates say sell it.

04/09/2026

Tim Cook is no longer Apple’s CEO after 15 years.

During his tenure, Apple’s market value grew from roughly $350B to $4.5T, while annual revenue climbed from $108B to $416B.

Now John Ternus takes control—with AI becoming one of Apple’s biggest challenges.

Would you still buy Apple?





03/09/2026

Stocks enter September near record highs.

But September has historically been the S&P 500’s weakest month, while markets also face possible Fed tightening, Broadcom earnings and a major U.S. jobs report.

New records… or correction?





01/09/2026

Broadcom reports September 2.

AI semiconductor revenue is expected to reach $16B, but the stock fell 12.6% after its latest earnings report—even with record revenue.

Another record may not be enough.

31/08/2026

You don’t need to live in the U.S. to care about U.S. economic data.

On September 1, ISM Manufacturing and JOLTS could move expectations for the dollar, stocks, gold, crypto and interest rates worldwide.

27/08/2026

September has historically been the S&P 500’s worst month.

Since 1950, the index has averaged about −0.68% and finished positive only 44% of the time.

But does that actually mean you should sell?

26/08/2026

Salesforce reports August 26.

Agentforce ARR is growing 205% year-over-year—but investors are also worried that AI could disrupt Salesforce’s traditional software business.

Can Salesforce become an AI winner before AI disrupts its old model?

25/08/2026

Marvell reports August 27.

Revenue is expected around $2.7B, with growth near 35%. But this stock has previously moved almost 20% in a single session after earnings.

And Nvidia CEO Jensen Huang has already called Marvell the next trillion-dollar company.

Can it deliver?

21/08/2026

CrowdStrike reports August 26.

Revenue is expected around $1.44B, while ARR could approach $5.8B. But even strong numbers haven’t guaranteed a rally—the stock fell after three of its last five earnings reports.

What happens this time?

20/08/2026

Nvidia reports August 26.

Wall Street expects around $91.9B in revenue—but Nvidia shares fell after four of its last five earnings reports.

At this valuation, beating estimates may no longer be enough.

Up or down after earnings?

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