Editorial

The Editor's Cut

The desk's articles — written when the tape says something worth more than a note, published by hand.

October 23, 2026
Two Gauges Converging: What the Editor Calls a Perfect Storm
October 23, 2026
After the Washout: Does the Chip Bounce Outlast the Open?
October 22, 2026
Chips Sold Off on Someone Else's Spending, Before the Largest Names Report
Oct 22: chips fell on another company's spending as the hazard gauge hit SEVERE. A read, not a forecast.
October 22, 2026
The Calendar Ahead, Oct 22–Nov 2: Fed, GDP, PCE and Megacap Earnings
This is a read of the calendar, not a forecast.
October 22, 2026
Tesla's quarter clears the bar, then the stock drifts lower during the call
Tesla reported third-quarter 2026 results after the Oct 21 close.
October 22, 2026
A Social Media Giant's Sales Climb 26%, but a Legal Charge and AI Spending Squeeze Earnings
Meta Platforms shares jumped in extended trading Oct 21 after third-quarter results, then gave back most of the gain.
October 21, 2026
The Earnings Reaction Review: October 21, 2026
Oct 19–23 earnings: US$10B+ companies that closed 5% or more lower in the first full session after reporting. Not investment advice.
October 21, 2026
Does the Chip Bid Survive the Open, on a Big-Tech Earnings Day?
Tuesday's close leaned to small caps; the open asks whether the hardware bid can hold, with three tech names reporting after the close.
October 20, 2026
The Bounce Is in Software, Not in All of Tech
Software names far below their highs bounced while chips and the S&P 500 ETF held flat. A rotation inside tech, on thin volume.
October 14, 2026
Cautious Held Up. The Pause Lean Didn't.
October 13, 2026
Reshuffle or Pause? Reading Today's Rotation Away

The Editor's Cut

Two Gauges Converging: What the Editor Calls a Perfect Storm

After the Washout: Does the Chip Bounce Outlast the Open?

Chips Sold Off on Someone Else's Spending, Before the Largest Names Report

The Calendar Ahead, Oct 22–Nov 2: Fed, GDP, PCE and Megacap Earnings

Tesla's quarter clears the bar, then the stock drifts lower during the call

A Social Media Giant's Sales Climb 26%, but a Legal Charge and AI Spending Squeeze Earnings

The Earnings Reaction Review: October 21, 2026

Does the Chip Bid Survive the Open, on a Big-Tech Earnings Day?

The Bounce Is in Software, Not in All of Tech

Cautious Held Up. The Pause Lean Didn't.

Reshuffle or Pause? Reading Today's Rotation Away