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- Bloomberg · C, GS, MS · Jul 13, 2026Wells Fargo’s Mike Mayo: Citi My Top Pick of Big Banks
Big banks are crushing their earnings reports thanks to strong trading desks and a surge in dealmaking. Analysts are enthusiastically backing the sector, naming Citi as a top pick and raising targets on Goldman Sachs.
- Yahoo Finance · ASML, NVDA, SMH · Jul 15, 2026ASML shares rise after Q2 earnings beat estimates, company raises 2026 outlook
Chip and AI stocks had a massive sell-off recently, scaring investors and causing some to think the boom was overblown. However, ASML — a crucial company that makes the machines building these chips — just crushed earnings and raised their outlook, suggesting the tech panic was an overreaction and demand is still incredibly strong.
- CNBC · BTC, GBTC · Jul 15, 2026Wholesale prices unexpectedly declined 0.3% in June on big drop in gasoline
Fresh inflation reports came in much cooler than expected, causing markets to completely abandon fears of an interest rate hike. This combination of cooling prices and a friendlier Federal Reserve is fueling a strong rally in Bitcoin and traditional bonds.
- Reuters · PYPL · Jul 14, 2026EXCLUSIVE: Stripe, Advent offer to buy PayPal for more than $53 billion, sources say - Reuters
PayPal just received a massive $53+ billion buyout offer from Stripe, while the broader tech sector is getting crushed by IBM's disastrous earnings miss. A buyout offer acts as a hard floor for the stock price, making it a safe harbor while other tech stocks are plunging.
- CoinDesk · BTC, IBIT · Jul 15, 2026Bitcoin nears $65,000 as cooling U.S. inflation guts the Fed rate-hike trade
Bitcoin is breaking out toward $65,000 after a key inflation report showed prices actually fell last month, taking the pressure off the Federal Reserve to raise interest rates. At the same time, Japan just passed a major law lowering crypto taxes, adding more fuel to the rally.
- CNBC · ASML, NVDA, SMH, TSM · Jul 15, 2026ASML hikes sales forecast for second time this year on strong AI chip demand
Tech and chip stocks recently took a beating on fears that the AI boom was moving too fast, causing a massive sell-off. But ASML—the company that makes the essential machines for building AI chips—just blew past expectations, raised their forecasts, and said they can't build equipment fast enough to keep up with demand.
- CNBC · CVX, XLE, XOM · Jul 14, 2026Oil rises as U.S. continues to strike Tehran, reinstates blockade of Iranian ports
The U.S. has reinstated a naval blockade on Iranian ships and attacked targets near a critical global oil shipping route. This is causing oil prices to spike as the world worries about a disruption to global fuel supplies.
- WSJ · CVX, USO, XOM · Jul 13, 2026Oil Jumps as Trump Vows to Renew Iran Blockade
The U.S. is actively striking Iranian targets and has reinstated a naval blockade on Iranian ships in the Strait of Hormuz, a major chokepoint for global oil. This escalating conflict is causing oil prices to surge.
- CoinDesk · BTC, MSTR · Jul 15, 2026Bitcoin nears $65,000 as cooling U.S. inflation guts the Fed rate-hike trade
Inflation just came in much cooler than expected, wiping out fears of an interest rate hike. Bitcoin immediately jumped toward $65,000 as investors felt relieved about the economic outlook.
- Reuters · AFRM, COIN, SQ · Jul 14, 2026EXCLUSIVE: Stripe, Advent offer to buy PayPal for more than $53 billion, sources say - Reuters
A massive $53 billion buyout offer for PayPal just dropped, signaling that big companies are ready to make huge deals in the payments space. At the exact same time, fresh data shows inflation is cooling rapidly, which is pushing stock prices higher overall and giving companies the financial confidence to pursue mergers.
- Bloomberg · NVDA, SMH, TSM · Jul 14, 2026Trillion Dollar Chip Rout Trains Spotlight on TSMC and ASML Results
The broader stock market is actually climbing today because a key inflation report came in better than expected, but tech stocks are getting crushed. IBM just had its worst day in nearly 40 years, dragging down software shares, and the panic is spilling over into AI-related semiconductor stocks right before major chipmakers report earnings.
- news.google.com · C, GS, JPM · Jul 14, 2026JPMorgan posts record profit on big gains from dealmaking, stock trading - Reuters
The biggest Wall Street banks just smashed profit records thanks to a massive boom in trading and dealmaking. JPMorgan, Goldman Sachs, and Citigroup all blew past expectations, proving the financial engine is running hot despite broader market worries.
- CNBC · USO, XLE, XOM · Jul 14, 2026Oil rises as U.S. continues to strike Tehran, reinstates blockade of Iranian ports
Oil prices are surging because the U.S. is actively striking Tehran and has blockaded Iranian ships. This direct conflict is severely restricting global oil supplies and pushing energy prices higher.
- Yahoo Finance · USO, XLE, XOM · Jul 13, 2026Markets News, July 13, 2026: Major Indexes End Lower as Chip Stocks Drop; Oil Prices Soar as Trump Says US Reinstating Strait of Hormuz Blockade
Oil prices are soaring after the US reimposed a naval blockade on Iran and Iran responded by attacking tankers. This escalating conflict threatens a major shipping route for global oil, which is putting upward pressure on energy prices.
- Bloomberg · TLT · Jul 13, 2026Fed Rate-Hike Bets Mount Before Inflation Data, Warsh Testimony
Bond traders were aggressively betting the Fed would raise interest rates this month. Then June inflation data came in surprisingly cool, causing an immediate reversal of those bets and sending Treasury bonds higher.
- CoinDesk · QQQ, SPY · Jul 14, 2026U.S. June CPI fell 0.4%, likely cooling move toward Fed rate hikes
Fresh inflation data came in much cooler than expected, basically taking the threat of new interest rate hikes off the table for now. The stock market immediately rallied on the news, with the S&P 500 moving higher as investors breathed a sigh of relief.
- MarketWatch · IBM · Jul 14, 2026IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss
IBM just shocked Wall Street with a terrible earnings report, causing its stock to crater by more than 20% in a single day. The company says clients are shifting their spending away from IBM's key software and infrastructure divisions, leaving the stock in a massive hole with no clear fix in sight.
- Yahoo Finance · CRM, MSFT, ORCL · Jul 14, 2026IBM Tumbles 22% Toward Its Worst Day Since 1987, Rattling Software Stocks
IBM just had its worst single-day drop in nearly 40 years after warning its quarterly profits would badly miss expectations. The CEO blamed the shortfall on weakness in its software business, and the massive sell-off is dragging down the entire software sector.
- Reuters · CIBR, CRWD, PANW · Jul 14, 2026Traders expect Fed to skip July rate hike as inflation cools - Reuters
Fresh data shows US inflation actually fell last month for the first time in years, prompting traders to bet the Federal Reserve won't raise interest rates again. This triggered a huge relief rally in the stock market, with fast-growing software and cybersecurity stocks leading the charge higher.
- Google News · GS, JPM, XLF · Jul 14, 2026JPMorgan posts record profit on big gains from dealmaking, stock trading - Reuters
Wall Street's biggest banks just smashed profit records thanks to a massive boom in stock trading and mergers. This confirms that financial markets are highly active and highly profitable for the big players right now.
- Yahoo Finance · GS, JPM, XLF · Jul 14, 2026JPMorgan Chase Q2 2026 earnings: record profit on trading surge
Wall Street's biggest banks just crushed their earnings reports thanks to massive revenue from trading stocks and arranging corporate deals. JPMorgan and Goldman Sachs are leading the pack with record-breaking profits.
- Bloomberg · GS, JPM · Jul 14, 2026JPMorgan Sees Record Profit as Stock-Trading Climbs 86%
Wall Street's biggest banks just smashed profit records thanks to a massive surge in stock trading. JPMorgan and Goldman Sachs are leading the pack, meaning investors are rotating money into financial firms.
- CoinDesk · BTC, CLSK, MARA · Jul 14, 2026U.S. June CPI fell 0.4%, likely cooling move toward Fed rate hikes
Fresh data shows inflation unexpectedly dropped last month, taking pressure off the Federal Reserve to raise interest rates. Crypto markets immediately surged on the news, led by Bitcoin and related mining stocks breaking higher.
- CNBC · C · Jul 14, 2026Bank earnings live updates: JPMorgan, BofA, Goldman, Citi and Wells Fargo are set to report
The biggest US banks are reporting earnings today, and they are expected to show big revenue jumps from their trading desks and strong loan growth.
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