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July 24, 2026

Intel Inside the AI Boom: The Old-Timer Crashes the Party

Intel posted its fastest revenue growth since 2011. Here’s what its comeback says about AI infrastructure, American manufacturing, and markets.

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July 23, 2026

When Tractor Supply Meets Alphabet

Tractor Supply's disappointing quarter may reveal more about the U.S. economy than Alphabet's AI spending. Here's why the K-shaped economy matters.

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July 22, 2026

Tonight, the AI Trade Goes on Trial

Why tonight's earnings matter far beyond two companies—and what they mean for every investor.

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July 21, 2026

The World's Backup Oil Plan Just Found Its Own Chokepoint

Oil markets are pricing probabilities—not certainties—but the margin for error has narrowed dramatically.

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July 20, 2026

The Difference Between Loving Claude and Buying Anthropic

Before buying the Anthropic IPO, learn the valuation lessons from SpaceX, Peter Lynch, and the rapidly changing AI landscape.

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July 17, 2026

The World Isn't De-Globalizing–It's Rewiring

From Tokyo to New York, one semiconductor selloff demonstrated how connected the global economy really is.

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July 16, 2026

Photographs Never Tell You What Happened Twenty Minutes Later

A negative PPI surprised investors, but supply shocks and persistent services inflation suggest the battle isn't over.

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July 15, 2026

The Fed Can't Fix This Inflation–But It May Try Anyway

Kevin Warsh's first congressional testimony revealed a Fed determined to restore credibility–even if markets suffer. Here's why investors should pay attention.

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July 14, 2026

The Fed's New Problem Isn't Oil—It's Core Inflation

A new Hormuz transit levy and an unexpected Fed shift could reshape inflation, interest rates, and markets faster than investors expect.

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July 13, 2026

The Strait of Hormuz Isn't Open—The Market Just Thinks It Is

A dramatic divergence between tanker traffic and stock prices raises uncomfortable questions for investors.

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