Atlas Daily

Trump says the Iran deal is dead and orders strikes; markets recoil

Take his word with caution — but the war premium is back, and Warsh's first minutes land at 2 p.m.

NATO turns dealmaker in Ankara as chips drag Wall Street

The alliance goes shopping, the chip trade wobbles, and the war premium returns to oil.

Wall Street comes to the White House — and $1,000 lands in six million accounts

What happens when every US newborn owns a slice of Nvidia?

Jobs crater to 57,000, and stocks rally anyway

A miss this big should scare markets. Under Warsh, it just took a hike off the table. Plus: Russia strikes, and no briefing tomorrow.

Why Smart Money Is Suddenly Getting Nervous

The VIX is asleep, the Fed isn't, and markets may be underestimating the risks.

The Half-Year Ends With a Hawkish Turn.

A hawkish Fed, disputed Iran talks and Thursday's jobs report could reshape the second half.

From missiles to a Tuesday handshake in Doha - markets exhale

The Fed's jobs-week trap, a record heat wave, and a $6B olive branch

Memory's boom is Big Tech's headache

Micron soars, Apple and Microsoft slide, and the AI trade stops moving as one.

Wednesday was chaos. Then Micron walked in.

From "sell everything" to "buy chips" in one night

Iran blinks, the market exhales

The AI selloff pauses as Iran's deal holds and the dollar climbs. Tonight, Micron decides whether the memory boom survives.

Stocks down, primaries up, Iran in play

A global tech rout, US party factions on the ballot, and Brent sliding on a sanctions waiver.

Wall Street's new question: when does the Fed hike?

The rate-cut trade is dead, the dollar's at a one-year high, and Thursday's PCE could seal it.

Cheaper gas. A meaner Fed. A long weekend.

The Iran deal reaches the pump — just as Warsh's Fed kills the rate-cut trade.

The war to topple Iran ended with Iran stronger

Iran needs the victory narrative as its economy craters. The Fed decides at 2:00, SpaceX builds a war chest, and the World Cup catches fire.

The war is ending. The Fed fight is just starting.

Warsh holds, everyone knows it. The dot plot and his first words at the mic are where the record rally lives or dies.

Trump ends a war, then cage-fights on the South Lawn

A peace deal, a UFC card for his 80th birthday, and a G7 where he's the only story — all in 24 hours, before the Fed meets and Anthropic's top models go dark.

Trillionaire or overpromiser: the market decides before lunch

SpaceX opens at $1.75 trillion this morning, and the Iran deal could be signed by Sunday.

Iran answered. CPI at 8:30. SpaceX closes its books

Sixteen Iranian minelayers destroyed overnight, Israel hits Tehran before dawn, and gold falls anyway. A 4% CPI print due at 8:30, the biggest IPO ever closes its books, Oracle reports tonight.

Three trillion-dollar IPOs, one US-China escalation, CPI tomorrow

The Week Opens With War Risk, Inflation Risk, and AI Risk

The ceasefire is functionally suspended, the Fed is in blackout, and CPI is now the week’s main signal.

Anthropic asks for a pause. The House said no twice

Three-actor structure — labs, Congress, markets. The NFP "tiebreak" is the hook.

The Iran consensus broke. The veto math just changed.

House votes to end the Iran war. Israel-Lebanon ceasefire unblocks the deal.

Markets shrugged. The OECD didn't.

Paris names Iran-Gulf the primary variable for 2027 inflation and growth. S&P 7,610 and Nasdaq 27,094 at records Tuesday on the AI bid. ADP 8:15, ISM Services 10:00, Broadcom after the close.

ISM Today, Payrolls Friday, Iran Every Day

AI Ignores the Middle East. Can It Keep That Up?

Iran stalls, SpaceX cuts, Anthropic climbs

Records hold as SpaceX trims and Anthropic eclipses OpenAI. Reuters exclusive: 80+ Chinese launch pads. Iran 60-day MOU pending Trump signoff. Chicago PMI today.