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Meta found a product signal. AMD found a valuation milestone.

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Sep 22, 2026

Meta found a product signal. AMD found a valuation milestone.

Muse drives Meta higher, AMD crosses $1T, and the market tests whether AI demand becomes cash flow.

Cash Chaos
Cash Chaos
Trump–Xi: What’s priced in-and what must deliver?

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Sep 21, 2026

Trump–Xi: What’s priced in-and what must deliver?

Mag 7 splits as chips lead. Plus: Meta, Qualcomm and the numbers behind Burry’s Palantir bear case.

Cash Chaos
Cash Chaos
Tech rebounds. Now comes triple witching.

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Sep 18, 2026

Tech rebounds. Now comes triple witching.

Nasdaq jumps 1.7%, Japan hikes again, and Friday’s expiry adds another test.

Cash Chaos
Cash Chaos
The Fed raised rates. Futures rose anyway.

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Sep 17, 2026

The Fed raised rates. Futures rose anyway.

One more hike in the dots, Amazon’s generator deal, and Lennar’s housing squeeze.

Cash Chaos
Cash Chaos
Retail sales jump 1.2%. Now comes the Fed.

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Sep 16, 2026

Retail sales jump 1.2%. Now comes the Fed.

The rebound beat forecasts and extended beyond gasoline. Plus: sector heatmap, Trip.com earnings and broker calls.

Cash Chaos
Cash Chaos
Factories cool. Oil doesn’t.

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Sep 15, 2026

Factories cool. Oil doesn’t.

New York’s factory index fell to 7.6 as input prices climbed. Plus: PLAY, broker calls and Fed odds.

Cash Chaos
Cash Chaos
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