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Market news and published analysis from TrendyVest.
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It's unlock day. 911.5 million SpaceX shares walk free this morning, and everyone has spent a week counting the sellers. The layer nobody is quoting: a $23.6 billion short book, bigger than Tesla's, that can only leave through the same door the insiders are entering. Plus five earnings fines overnight, a jobs market that refuses to crack, and the first morning this cycle where the coin flip favors a September hike.
Read articleBy Lily Caruso · Tuesday, August 4, 2026, mid-morning, figures still moving
Read articleBy Nicholas Thomas · Tuesday, August 4, 2026 · midday, double feature at 4:05
Read articleBy Nicholas Thomas · Tuesday, August 4, 2026 · before the bell
Read articleBy Lily Caruso · Monday, August 3, 2026, before the bell
Read articleA tsunami of companies is about to bring AI home — off the cloud, inside the building, behind their own locked doors. Wall Street is still staring at five frontier labs and hasn't priced who sells the house. Our research stack keeps spitting out the same three names: a disgraced box-builder the index just threw away, a landlord the Street thinks is finished growing, and a fallen king quietly building for the peace. Two of them report this month. An investigation.
Read articleBy Nicholas Thomas · Friday, July 31, 2026 · after the close, month-end · late-session figures; final decimals settling
Read articleBy Nicholas Thomas · Friday, July 31, 2026 · midday, month-end
Read articleBy Lily Caruso · Friday, July 31, 2026 — the month's last session, figures as of midday ET
Read articleBy Nicholas Thomas · Friday, July 31, 2026 · before the bell, month-end
Read articleAmazon reports tonight, and everyone will ask whether it beats. Wrong question. Twenty-nine years ago, Amazon got the market to sign a permission slip excusing it from the one rule every other company lives by — and last night, the market started revoking that rule for everybody else. Tonight isn't a test of Amazon. It's a test of the signature.
Read articleBy Nicholas Thomas · Thursday, July 30, 2026 · midday, earnings at 4
Read articleBy Nicholas Thomas · Thursday, July 30, 2026 · before the bell
Read article### The market walked in this morning holding a settled question: will Warsh hike into decelerating inflation? Then missiles flew, oil jumped five percent before breakfast, and by mid-morning the Dow had given back yesterday's entire rotation — 788 points — while the bond market quietly moved its chips toward "hike." The decision is at 2. The exam got harder while the class was walking to it.
Read articleReport cards came home this morning, and the grading made no sense — unless you know how this particular household works. The straight-A kid got grounded for an A-minus. The kid who'd been flunking got ice cream for a C. Here's the story nobody's writing about today's earnings: it was never about the grades.
Read articleU.S. futures are down five one-hundredths of a percent, everyone's eyes politely fixed on the Fed and Wednesday's Big Tech reports. Meanwhile, overnight, the single most important input to the entire AI trade just had one of its worst days in years — in the market that actually makes it. The calm tape is hiding the loudest number on the board.
Read article### Coca-Cola reports before the bell tomorrow, and if you own it the right way, the number barely matters. This is a deep dive for the investor who measures in decades, not quarters — and the single strange fact that explains why a company selling roughly the same amount of soda it sold years ago keeps making its owners richer.
Read article## The market spent today selling chips on China fear and buying the Dow on cheap oil. It was staring, as usual, one layer too high. The real speed limit on the entire AI build runs through a single steel mill in Pennsylvania that almost nobody owns on purpose.
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