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Stocks Bounced. Comcast Split. SpaceX Recovered. Doha Talks Begin Tuesday.

Jun 29, 2026

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4 min read

Stocks Bounced. Comcast Split. SpaceX Recovered. Doha Talks Begin Tuesday.

The Nasdaq snapped a five-day losing streak, rising 2.1% as investors bought technology again. Comcast announced plans to split NBCUniversal and Sky from its broadband business. SpaceX jumped more than 7%. U.S. and Iran agreed to resume talks in Doha Tuesday while oil held near $73.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Iran Struck Again. Doha Talks Tuesday. Bitcoin Holds $60,000. Quarter Ends.

Jun 29, 2026

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4 min read

Iran Struck Again. Doha Talks Tuesday. Bitcoin Holds $60,000. Quarter Ends.

The U.S. hit Iranian targets Saturday; Iran retaliated against Bahrain and Kuwait. Brent recovered roughly 1% to $73.2. The week's governing data runs in sequence: Doha talks Tuesday, JOLTS and Nike (NKE) earnings Tuesday, ADP and ISM Wednesday, June payrolls Thursday ahead of the July 4 holiday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Memory Meets Macro

Jun 28, 2026

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6 min read

The Week Memory Meets Macro

Nonfarm payrolls land Thursday. Warsh speaks Wednesday. Nike and Constellation Brands test the consumer. Bitcoin enters the week near $58,000. The market that crowned memory as the AI bottleneck now faces a four-day macro gauntlet before the July 4th holiday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Memory Became the New Oil

Jun 27, 2026

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7 min read

The Week Memory Became the New Oil

Micron passed Meta in market value. Apple raised prices on the same chips. Bitcoin hit a 21-month low. Oil erased its wartime gains. Seoul crashed and rebounded in 72 hours. SpaceX raised $25 billion in bonds after losing $600 billion in equity.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Ceasefire Cracked. AI Lost Another Week. Oil Stayed Below $72. Bitcoin Lost Its ETF Bid.

Jun 26, 2026

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4 min read

Ceasefire Cracked. AI Lost Another Week. Oil Stayed Below $72. Bitcoin Lost Its ETF Bid.

The U.S. struck Iran after Tehran attacked ships in the Strait of Hormuz, raising new doubts about the 60-day ceasefire. The Nasdaq fell for a fifth straight session while AI stocks extended their slide. Brent crude finished below $72 despite the escalation. Bitcoin briefly fell below $60,000 as ETF outflows accelerated into a seventh straight week.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Apple Raised Prices. Asia Fell. Oil Near $74. Bitcoin Faces $10 Billion Options Expiry.

Jun 26, 2026

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4 min read

Apple Raised Prices. Asia Fell. Oil Near $74. Bitcoin Faces $10 Billion Options Expiry.

Apple (AAPL) raised Mac and iPad prices as AI memory costs climbed. South Korea's Kospi fell 5.7% and Japan's Nikkei lost 3.9%. Brent crude traded near $74 as Hormuz traffic continued recovering. Bitcoin hovered near $61,000 ahead of today's $10 billion Deribit options expiry. OpenAI is leaning toward delaying its IPO until 2027.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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