Oct 4, 2026 · Sun
Nike hit a 13-year low. Nvidia hit a record. Same week.
Why did Nike fall to a 13-year low while Nvidia hit an all-time high? Discover the key difference between consumer brands and market "landlords."
Market Updates
Stay ahead of the markets with Dylan's daily insights, breaking news analysis, and curated morning watchlists.
Dylan's Diary
Daily insights and market commentary from Dylan Jovine
Oct 3, 2026 · Sat
Burry just made the trade I told you about
Michael Burry replaced his Micron short with long-dated puts. Learn why he shifted strategies on MU stock despite record earnings and AI demand.
Oct 2, 2026 · Fri
Micron Just Reported Its Best Earnings Ever
Micron reports record $133B FY26 revenue and 811% EPS growth, proving massive AI demand is sold out through 2027 despite post-earnings flat trading.
Oct 1, 2026 · Thu
Anthropic Just Showed the World Its Books
Anthropic's leaked IPO filing reveals $4.6B in revenue, $42B in losses, and a $2T valuation target. Read the key numbers and risks behind the filing.
Sep 30, 2026 · Wed
The Before and After Moment for the Space Economy
SpaceX’s Starship just completed its historic orbital flight. Here’s what it means for the multi-trillion dollar space economy—and the $1.77T IPO wave.
Sep 29, 2026 · Tue
Trump Rejected Iran's Deal
Crude oil jumps to $107 and 10-year yields hit 5.25% after Trump rejects Iran's Strait of Hormuz deal. Explore key market impacts and portfolio risks today.
Sep 28, 2026 · Mon
How AI just became the biggest economic bet in U.S. history
The $10.3T AI infrastructure build-out is now the largest economic bet in U.S. history, driving 750K+ high-paying jobs alongside new inflation pressures.
Sep 27, 2026 · Sun
Is Burry about to be proven right?
As Micron (MU) prepares to report earnings, will Michael Burry's short position pay off? Analyzing the commodity memory cycle and NVIDIA's suppliers.
Sep 26, 2026 · Sat
Dylan, what does 5% actually mean for me?
As the 10-year U.S. Treasury yield crosses 5% for the first time since 2007, here is what higher interest rates mean for mortgages, stocks, and your money.
Sep 25, 2026 · Fri
Dylan, why aren't you going short?
Michael Burry is shorting the market, but Dylan isn't. Discover why valuation is only half the battle when betting against chip stocks like Micron.
Showing 21 - 30 of 372 posts
Dylan Jovine
CEO & Chief Analyst
With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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