Markets

'Time Is Running Out For Iran': The Market Is Calling 'Bullshit' On Mainstream's Narrative, Hugh Hendry Explains...

The stock market is telling a different story from the 'Iran is strong, America is overreaching' narrative being spewed by mainstream media. For weeks, the financial war narrative has been 'Iran, stro...

2026-04-29

Iran Already Scrambling For Oil Storage After Two Weeks Of US Blockade

Trump's blockade is having a predictable effect on Iran's economy and oil industry, with reports that the regime is scrambling to repurpose old and rusty tankers as floating storage.  Kharg Island is ...

2026-04-29

First Of Many? UAE Exits OPEC As Iran Chaos Triggers Nationalistic Realignment Among Producers

Just days after the UAE publicly signaled liquidity concerns by requesting swap lines from the Federal Reserve to ease pressures on the country's banks, major Gulf oil producer, the UAE, has decided t...

2026-04-29

AI Capabilities Are Accelerating Not Plateauing; Stanford Study Finds 30% Of US Adults Will Seek AI Companionship

Since the launch of ChatGPT in late 2022, AI has emerged as a defining force across markets, reshaping how companies operate, invest, and compete . As in past cycles, companies across industries are b...

2026-04-29

Watch: Small Earthquake Registered After IDF Blows Up Largest-Ever Hezbollah Tunnel

The Israel Defense Forces (IDF) on Tuesday destroyed a major Hezbollah tunnel in southern Lebanon on Tuesday evening, minutes after issuing an unusual warning that the blast would be heard across wide...

2026-04-29

Oil Up, Everything Else Down As Horde Of Headlines Hammers Narratives

Tl;dr : Anxiety ahead of the hyperscalers' reporting had traders on edge and there was plenty to trigger FAFO over FOMO as OpenAI's 'miss' triggered one of the biggest momo meltdowns in years. Oil hit...

2026-04-29

Homeowner Floats Mansion Swap For Anthropic Equity

A LinkedIn profile for a luxury property in Marin County, just north of San Francisco and across the Golden Gate Bridge, states that the homeowner is open to exchanging the 14-acre estate for Anthropi...

2026-04-29

DHS To Vet Immigrants For 'Extremist Views'

Authored by Guy Birchall via The Epoch Times, The U.S. Department of Homeland ​Security (DHS) said on April 27 that past statements expressing what it labeled extremist views from immigrants applying ...

2026-04-29

'CTAs Are Done', Goldman Warns 'Asymmetry Is To The Downside' As Iranian 'Tank Tops' Loom

With the entire global equity market seemingly betting the farm on AI spending (over geopolitical chaos), news overnight that OpenAI is reportedly missing its revenue targets (bringing into question t...

2026-04-29

Did A $1.5 Trillion Pin Just Pop The Entire AI Bubble?

Submitted by QTR's Fringe Finance If the AI buildout has overshot the mark, the first warning signs won’t look like a crash. They’ll look like missed revenue targets, nervous lenders, delayed data cen...

2026-04-29

The Unexpected Place to Invest $100,000 According to These Experts

Investors face a dilemma. In the recent selloff, the S&P, bonds, and Bitcoin all largely moved together. Gold, still hovering near record highs, pulled back 18.6% from its January peak. Even with the ...

2026-04-29

How To Trade Powell's Final Fed Decision Across Most Asset Classes

The FOMC is expected to reiterate its wait-and-see approach this week, leaving the funds rate unchanged with a strong consensus and likely only one dissent (Miran). The post-meeting statement should l...

2026-04-29

The US Grid Wasn't Built For This

Authored by Tejasri Gururaj via Interesting Engineering , Global data center power demand is projected to hit 84 GW by 2027 —a 50 percent jump from 2023 levels— with AI workloads accounting for 27 per...

2026-04-29

Semis Crack… Oil Still Squeezing

Markets are losing their clean look. The biggest driver of the rally, semis, is finally showing signs of stress after a historic run, while oil continues to grind higher and macro volatility remains o...

2026-04-29

Mag 7 Earnings Preview - All You Need To Know As 4 Megacaps Report

The biggest day of April, if not the entire first half of 2026, is almost here: tomorrow we have not only the Fed ( preview here ) but also earnings from 4 of the Mag 7 names - Amazon, Microsoft, Meta...

2026-04-29

EOS Climbs 10% In a Green Day

2026-04-29