Tag Archives | GE Aerospace

MIB: Iran Deadline, Apple CEO Transition, and Record Retail Sales Crush Rate-Cut Hopes

Iran ceasefire deadline Wednesday sent Brent crude surging toward $100 (S&P 500 -0.63%). Apple dropped a bombshell — Tim Cook stepping down, John Ternus in as CEO September 1 (AAPL -2.52%). Amazon’s $25B Anthropic deal is the largest AI infrastructure bet yet (AMZN +2.2%). Retail sales surged 1.7% but record gas station receipts flattered the number, crushing rate-cut hopes. UNH beat big (+6.96%); GE Aerospace sold off despite a 25% EPS beat (GE -5.56%).

Read full story · Comments are closed

MIB: Iran Diplomacy Lifts Stocks, ARM Disrupts Nvidia’s Supply Chain, and the Recession Clock Keeps Ticking

Iran peace talks lift markets (S&P +0.54%) — Trump sends 15-point proposal; Tehran rejects, demands Hormuz control. ARM +12% on plan to sell own chips with Meta as anchor customer. SpaceX files for IPO this week — $1.75T valuation, biggest in history. Google TurboQuant 6x memory compression sends MU -3.4%. AMD and Intel +7% on CPU price hike reports. Gold +2.3% to $4,535 as stagflation hedge persists.

Read full story · Comments are closed

MIB: Precious metals rout, Qatar struck again — Hormuz Week 3 Rewrites Every Portfolio Playbook

Gold crashes -5% through $5,000 as real yields spike — silver -6%, platinum -4%. Iran strikes Qatar’s LNG; Dutch TTF gas surges +13%. Chip equipment stocks surge (LRCX +4.13%, AMD +2.91%) on Micron AI beat, but MU -3.78% sell-the-news. Jobless claims 205K beat, defying stagflation fears. S&P -0.28% but Russell 2000 +0.64% as Israel pledges Hormuz reopening. FedEx beats AMC, raises guidance.

Read full story · Comments are closed

  All charts are now zoomable by clicking on them. Once you click on them they will resize to the maximum size to fit onto your screen. The chart image qualities are refined to allow for minimal image quality degradation from resizing.