Market Updates

Stay ahead of the markets with Dylan's daily insights, breaking news analysis, and curated morning watchlists.

Market News

Breaking news and analysis from the financial markets

Oct 13, 2026 · Tue

Microsoft just made its "biggest bet yet" on its own AI chip. Nvidia fell 1.3%.

Microsoft unveiled its Maia 300 AI chip, aiming to make it Azure’s primary inference system by 2027. Here’s how its 40% efficiency boost impacts Nvidia.

Oct 12, 2026 · Mon

JPMorgan says deal fees are climbing. Bank of America says they're falling. Tuesday, we find out who's right.

JPMorgan and Bank of America offer conflicting forecasts on investment banking growth as major bank earnings and CPI inflation data roll in.

Oct 11, 2026 · Sun

Apple just cut iPhone orders by 15%. Lumentum says it's sold out until 2029.

Lumentum surges on sold-out AI optical component demand through 2029, while Apple cuts iPhone 18 Pro component orders as rising memory costs hit consumer demand

Oct 10, 2026 · Sat

SpaceX just bought a nationwide slice of airwaves. T-Mobile had its worst day in 13 years.

SpaceX's $8B spectrum deal sent T-Mobile, AT&T, and Verizon plummeting while cell-tower stocks surged, amid a broader market rebound ahead of bank earnings.

Oct 9, 2026 · Fri

Starbucks explored buying Chipotle. Chipotle jumped 6.2%. Starbucks shares swung 6%.

Starbucks eyes potential Chipotle mega-deal while OpenAI revenue report hits tech stocks. Market breakdown on SBUX, CMG, oil prices, and daily stock movers.

Oct 8, 2026 · Thu

Caterpillar's power generation sales jumped 72% last quarter. The stock just lost 5.8% in a day.

Caterpillar drops 5.8% as Treasury yields hit 24-year highs and Fed rate hike fears rise. See how rising borrowing costs are impacting AI market momentum.

Oct 7, 2026 · Wed

Google just signed a 3,590-megawatt power deal with Constellation Energy. The stock jumped 12% and is still down for the year.

Google signs a 3,590 MW nuclear power deal with Constellation Energy to fuel AI growth. CEG jumps 12%.

Oct 6, 2026 · Tue

Schneider Electric just offered a 42% premium for PTC. Its own shareholders sent the stock down nearly 10%.

Schneider Electric offers $22.6B ($205/sh) for PTC Inc., a 42% premium. Unpack the deal details, market reaction, and key inflation risks for investors.

Oct 5, 2026 · Mon

The G7 just opened its emergency oil reserves. PepsiCo is about to show what $90 oil did to your grocery bill.

PepsiCo reports Q3 earnings Oct. 8 following failed price cuts and Wall Street downgrades. Preview expected results and key challenges ahead of the release.