The Only Market News You Need
Jun 1, 2026
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4 min read
SailPoint's CTO put a number on it: one human to 1,000 agents. The Street is still pricing one-to-one.
May 29, 2026
5 min read
Dell ripped roughly 30% on $16.1B in quarterly AI server sales. Eight of eleven sectors still finished May in the red. Inside: oil cracks on a 60-day Iran ceasefire, and Anthropic lines up a $900B raise.
May 26, 2026
A 515 basis point margin beat, a $2 billion cash tell, and a trade ruling that taxes every competitor but one.
May 22, 2026
An 8-week S&P win streak, Waller calling rate cuts "crazy," and health care quietly having its best week since November. The rotation nobody's talking about.
May 18, 2026
Cheniere's CEO told the market new greenfield "doesn't pencil." VG's CP2 bolt-on lands below $800 a ton. The locked equipment framework that gets them there expired for everyone else two years ago.
May 15, 2026
Cisco's $9B AI order forecast sent the Dow back above 50,000, Cerebras opened at $350, Trump and Xi agreed Hormuz stays open, and Jerome Powell hands the gavel to Kevin Warsh today.
