Market Updates

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

Morning Watchlist

Start your trading day with our curated stock picks

Oct 30, 2026 · Fri

The Market Graded Two AI Giants. It Misread One

Microsoft and Alphabet’s $97B AI spend, two cash buyouts, and $115 oil — plus our calls on Modine, Patrick Industries, Halliburton, and FormFactor.

Oct 29, 2026 · Thu

The Two-Trillion-Dollar Ticket

Anthropic files for a $2T IPO, Boeing’s backlog hits a record, and Herc ups its fleet budget — plus our calls on Nasdaq, Hexcel, Terex, and Xylem.

Oct 28, 2026 · Wed

The Insurer That Came Back From the Dead

Centene’s comeback, Whirlpool’s third guidance cut, a US-Canada tariff deal, and UPS’s beat — plus our calls on CNC, WHR, Magna, and UPS.

Oct 27, 2026 · Tue

We Named This Price Three Weeks Ago

Brazil re-elected Lula and StoneCo fell 35%. EQT’s $13B Range deal and the memory boom round out this morning’s picks: StoneCo, Antero and FormFactor.

Oct 26, 2026 · Mon

Only Two Drafting Tables in Chip Town

Record gloom meets a hiring turn: our calls on Robert Half (Watch), Synopsys (Buy), Brookdale Senior Living (Buy), and Kinsale Capital (Watch).

Oct 25, 2026 · Sun

A Fed Decision, Three Checkbooks, and a $114 Barrel

Fed day, Microsoft and Alphabet’s AI checkbooks, and a $114 oil barrel — plus our calls on Cboe (Watch), Western Digital (Buy), and Viper Energy (Buy).

Oct 24, 2026 · Sat

All Five Beat. The Market Failed Them Anyway

Our week graded: 19 calls scored against a red tape — GM, Lam Research, and Flex hold Buy, Sonoco misses, and watching Hasbro cost us 16 points.

Oct 23, 2026 · Fri

The $37.5 Billion Guest Cottage

Meta’s $145B AI budget, Lam’s record quarter sold off, and $33-a-barrel tanker freight — plus our Buys on Flex, Lam Research, and International Seaways

Oct 22, 2026 · Thu

$17 Billion of Fear Over a $300 Million Miss

SpaceX’s first profit, Netflix’s $17B selloff, Super Micro’s $4B beat, and record United demand — plus our calls on Comcast, Netflix, TD SYNNEX, and Expedia.