Markets, explained.

Oil Plunges 7% on US-Iran Ceasefire Pause — But the Relief Rally Has Three Cracks

Brent fell to roughly $90 after Washington and Tehran paused strikes, lifting S&P futures 0.9% and slamming energy stocks. But new Section 301 tariffs on 60 partners, China's retaliation against EU defense firms, and a Fed that may still reopen the rate-hike door all threaten to erode the relief.

Oil Plunge Rewrites the Open, But the Fed Owns the Week

A weekend pause in US-Iran hostilities has crude down nearly 8% and futures riding a relief bid into Monday's open — but Wednesday's Fed decision, PCE inflation, and four mega-cap earnings reports will determine whether the bounce holds.

SpaceX Lockup Tsunami: 911 Million Shares About to Test the Market's Absorption Capacity

Three Fronts, One Weekend: Why the Market's Risk Map Just Got More Complex

The Market Rejected the Price of the AI Buildout — Then the Fed and Mega-Cap Earnings Arrived Together

Semiconductor Bear, $100 Oil, and a Fed Decision: The Tape Hits Its Inflection Point

The Nasdaq Is Telling the Truth About the AI Bill

The IPO Window Opens Wide While Liquidity Drains Beneath It

Two Chokepoints, One Crisis: Why Oil's $100 Return Is a Warning, Not a Spike

Dual Chokepoint: Hormuz and Bab al-Mandeb Squeeze Global Oil as Brent Nears $97

Semiconductor Rout Meets Tariff Wave: A Market at the Crossroads of AI Doubt and Geopolitical Risk

Three Fires, One Week: AI Capex Revolt, Oil at $100, and a Fed With No Room to Move