Oct 3, 2026 · Sat
The economy added just 29,000 jobs. The Nasdaq hit a record anyway.
The Nasdaq hit a record high despite a weak September jobs report of just 29,000 additions. Learn how stalling labor data cooled Fed rate hike fears.
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 2, 2026 · Fri
Treasuries just had their worst quarter since 1994. Accenture just had a day for the record books.
Accenture jumps 16% on record AI deals as Treasury yields hit a 24-year high of 5.34%, oil tops $100, and Nike drops after the bell. Daily market recap.
Oct 1, 2026 · Thu
A year ago, Micron made $11.3 billion in a quarter. Last night it reported $54.2 billion.
Micron shatters expectations with record Q4 revenue of $54.23B and raises Q1 guidance to $61.5B as AI demand surges. Get the full earnings breakdown.
Sep 30, 2026 · Wed
American consumers just hit their gloomiest mood since 2014. Carnival just posted the best quarter in its history.
Consumer confidence dropped to its lowest point since 2014, yet Carnival (CCL) posted record revenue and profits. Here’s what’s driving the market split.
Sep 29, 2026 · Tue
OpenAI just hit pause on its most powerful AI. Nvidia answered with a record $150 billion buyback.
Nvidia counters OpenAI's training pause with a record $150 billion buyback as NVDA stock rises 1.7%. Discover key chip sector insights and market impacts.
Sep 28, 2026 · Mon
Nike is down 47% in a year. Bank of America just said sell before Thursday.
Bank of America downgrades Nike (NKE) to Underperform days before Q1 earnings, citing China sales headwinds, inventory risk, and dividend pressure.
Sep 27, 2026 · Sun
Microsoft says Copilot is the new Office. American consumers just hit a four-month low.
Microsoft (MSFT) unveils its rebuilt Copilot app as consumer sentiment hits a 4-month low. How AI growth contrasts with inflation & high interest rates.
Sep 26, 2026 · Sat
Anthropic just handed Akamai $11.6 billion. The stock gave most of the pop back.
Akamai (AKAM) lands a massive $11.6B AI cloud deal with Anthropic, but warrant dilution caps gains. Here is why the stock gave back its early spike.
Sep 25, 2026 · Fri
Bond yields just hit their highest level since 2007. Meta just jumped 4.5% to a 52-week high.
Meta surges to 52-week highs on AI agent success as the 10-year Treasury yield reaches 5.21%. Get the full recap on Meta, Oracle, and Costco.
Sep 24, 2026 · Thu
Business activity just hit its fastest pace in five years. McDonald's says Americans stopped showing up.
S&P Global composite PMI hit a 5-year high, but McDonald's warns low-income Americans stopped showing up. Analysis on MCD, interest rates, and the Fed.
Showing 41 - 50 of 682 posts
Dylan Jovine
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With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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