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Journey in Garret
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July 3, 2026
Dow Hits Record on Cooling Jobs Data; Semiconductor Sell-Off Deepens as AI Capex Debate Intensifies
July 2, 2026
Meta’s Cloud Pivot Sparks an AI Infrastructure Shakeout; ISM Prices Post Biggest Drop Since 2022
June 30, 2026
Dow Closes Above 52,000 for First Time as Tech Bounces Back; Korea’s $880 Billion AI Bet Lifts Chip Equipment Stocks
June 27, 2026
OpenAI IPO Delay Caps the Worst Week for Chips Since April; SpaceX Enters the Index Era
June 26, 2026
Apple and Microsoft Pass the AI Memory Tax to Consumers; Micron Soars 16% on the Other Side
June 25, 2026
Micron Blows Past Every Estimate and Reignites the AI Trade; Broadcom Unveils OpenAI’s First Chip
June 24, 2026
Global Chip Rout Hammers Wall Street; SOX Plunges 8% as AI Overheating Fears Spread
June 23, 2026
Google’s Brain Drain Overshadows Iran Breakthrough; SpaceX Extends Three-Day Rout
June 19, 2026
Peace Deal Sparks Rally, SOX Hits New High, Software Splinters
June 18, 2026
Warsh’s First Meeting Delivers a Hawkish Surprise; Big Tech Drags Indices Lower
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