iTrading Buddy — Daily market briefingA short pre-market read every trading day: what moved overnight, the stories driving it, and what is on the calendar. Not financial advice.https://jvmobiledevelopment.com/en-us10-year yield hits 5.02% as the Fed meets, after a 5.9% chip routhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-15/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-15/Chips fell 5.9% Monday while security stocks jumped. The 10-year yield touched 5.02% overnight, and the Fed's two-day meeting starts with hike odds at 92%.Tue, 15 Sep 2026 00:00:00 GMTmarket-briefingtreasury-yieldssemiconductorsAI chiefs urge a slowdown and Nasdaq futures sink before Fed weekhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-14/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-14/Anthropic and OpenAI CEOs urged slower AI development. Nasdaq futures fell 1.61% and SoftBank 10.7%. The Fed decides Wednesday, hike odds at 86%.Mon, 14 Sep 2026 00:00:00 GMTmarket-briefingartificial-intelligencefederal-reserveCPI day: yields at 4.94%, oil above $100, chips lead a fourth drophttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-11/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-11/Stocks fell a fourth day as the 10-year yield hit 4.94% and chipmakers sank. Oracle rose after hours. August CPI lands at 8:30 a.m. ET.Fri, 11 Sep 2026 00:00:00 GMTmarket-briefinginflationsemiconductorsPPI lands with Brent above $101 and yields highest since 2023https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-10/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-10/The 10-year hit its highest since 2023 and 75 of 100 names fell, while Meta and Cloudflare rose on AI launches. PPI lands at 8:30 a.m. ET.Thu, 10 Sep 2026 00:00:00 GMTmarket-briefingbondsoilBrent tops $100, two days before a CPI that cannot show ithttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-09/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-09/Oil crossed $100 on Iran escalation and the Dow lost 1.18%. But 73 of 100 large caps fell while chips rallied. PPI Thursday, CPI Friday.Wed, 09 Sep 2026 00:00:00 GMTmarket-briefingoilsemiconductorsPayrolls at 162,000 put a September hike back in playhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-08/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-08/August payrolls tripled the 53,000 consensus and hike odds are back near 59%. Oil sits at six-week highs, and CPI lands Friday.Tue, 08 Sep 2026 00:00:00 GMTmarket-briefingratessemiconductorsAugust payrolls land with a Fed hike still a coin fliphttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-04/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-04/Waller's hold signal cut September hike odds to 50.4% and lifted the S&P 1.06%. August payrolls arrive at 8:30 ET with consensus at just 56,000 jobs.Fri, 04 Sep 2026 00:00:00 GMTmarket-briefingratesearningsEight worst movers were all software. Futures still point higherhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-03/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-03/MongoDB fell 13.5% and Palo Alto 9.3% after both beat and raised. The rest of the market rose. ISM services and jobless claims land this morning.Thu, 03 Sep 2026 00:00:00 GMTmarket-briefingearningsratesSoftware cracks while Dell's AI backlog hits $95 billionhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-02/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-02/Dell booked record AI server orders while software fell 5-7%. The market is repricing duration, not AI — and Broadcom reports after today's close.Wed, 02 Sep 2026 00:00:00 GMTmarket-briefingearningsratesJapan's 10-year hits 3% as Brent climbs above $91https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-01/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-09-01/Global bond yields broke to multi-decade highs overnight and oil kept rising. The bond market, not stocks, is setting the terms before this open.Tue, 01 Sep 2026 00:00:00 GMTmarket-briefingmacroratesWarsh reopens the hike debate as Brent tops $90https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-31/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-31/The Fed chair says rates may still need to rise, and a US strike near Hormuz pushed Brent above $90 over the weekend. Both point the same way.Mon, 31 Aug 2026 00:00:00 GMTmarket-briefingmacrooilSoftware ripped, breadth didn't — and Warsh speaks at 10https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-28/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-28/Salesforce rose 22% and Okta 28%, yet 59 of 100 large caps fell. Marvell dropped on a record quarter. Fed Chair Warsh speaks at 10 a.m. ET.Fri, 28 Aug 2026 00:00:00 GMTmarket-briefingJackson HolesoftwareNvidia beat big. The bond market still sets the tone.https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-27/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-27/Nvidia guided to $108 billion and S&P futures rose 0.3%. Salesforce jumped 12.7% after hours. Sticky PCE and a 4.65% 10-year explain the gap.Thu, 27 Aug 2026 00:00:00 GMTmarket-briefingNvidiaSalesforcePCE at 8:30, Nvidia After the Close: A Session Between Two Eventshttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-26/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-26/July PCE and GDP land together at 8:30 ET, Nvidia reports after the bell, and Tuesday's tape was a rotation rather than a rally.Wed, 26 Aug 2026 00:00:00 GMTmarket-briefingNvidiaPCEearningsThe Tech Rout That Wasn't: 48 Advancers, 52 Declinershttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-25/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-25/Monday's selloff was a rotation, not a de-risking. Micron fell 5.83% with its 2026 supply already sold out, and Nvidia reports Wednesday, not today.Tue, 25 Aug 2026 00:00:00 GMTmarket-briefingpremarketmicronnvidiaTech-led futures dip, Alibaba's two selloffs, Canada tariffs hithttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-24/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-24/Futures edge lower with tech under pressure, Friday's crypto rally still dominates the boards, and 50% US tariffs on Canadian goods took effect at midnight.Mon, 24 Aug 2026 00:00:00 GMTmarket-briefingpremarketNvidiaAlibabaWalmart's 9% Drop and a 30-Year Yield Near 2007 Highshttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-21/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-21/Walmart fell 9.15% after a comparable-sales miss even as it raised guidance, while long-dated Treasury yields set the tone for everything else.Fri, 21 Aug 2026 00:00:00 GMTmarket-briefingWalmartCrowdStrikeCoinbaseWalmart at 7, retail sales at 8:30: the consumer gets testedhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-20/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-20/Walmart reports before the open and retail sales follow at 8:30. Behind Wednesday's calm index: Merck +12.6%, biotech ripping, semis and cyber down 4-5%.Thu, 20 Aug 2026 00:00:00 GMTmarket-briefingWalmartretail salesMerckFed statement at 2 pm after a third straight S&P 500 declinehttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-19/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-19/The FOMC statement lands at 2 pm ET after the S&P 500's third straight loss. Micron fell 7% on record results; Intel's raise moved 121 million shares.Wed, 19 Aug 2026 00:00:00 GMTmarket-briefingFOMCTreasury yieldssemiconductorsSemis Lead, Software Sold: Rotation Inside Tech, Not Risk-Offhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-18/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-18/Monday's tape split 25 advancing to 75 declining, semis led while software was sold on someone else's revenue print, and Home Depot reports before the open.Tue, 18 Aug 2026 00:00:00 GMTmarket-briefingsemiconductorssoftwareoilSemis split: Applied Materials' record quarter, down 5.1%https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-17/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-17/A record quarter sent Applied Materials down 5.1% while AMD rose 6.5%. Reddit's 12.6% index pop, negative breadth and a two-sided rate story.Mon, 17 Aug 2026 00:00:00 GMTmarket-briefingsemiconductorsAMDApplied MaterialsCisco falls 8.4% on a beat; Workday jumps on buyout talkshttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-14/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-14/Cisco lost 8.4% after beating and raising, Workday gained 17.8% on a reported Silver Lake approach, and the S&P closed at a record. Retail sales at 8:30am ET.Fri, 14 Aug 2026 00:00:00 GMTmarket-briefingCiscoWorkdayApplied MaterialsSemis Carried Wednesday; Cisco's Print Lands Before the Bellhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-13/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-13/AI hardware led while software and consumer sold. Cisco reported $17.3B revenue after the close, and PPI hits at 8:30 AM ET.Thu, 13 Aug 2026 00:00:00 GMTmarket-briefingsemiconductorsCiscoOracleCPI at 8:30 With the AI Trade Split Down the Middlehttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-12/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-12/July CPI lands at 8:30 a.m. ET after a defensive Tuesday: Oracle and Datadog fell while MongoDB and AMD rose. Global-e reports before the open.Wed, 12 Aug 2026 00:00:00 GMTmarket-briefingCPIOracleDatadogPositive breadth, flat tape: oil up 5%, chips down across the boardhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-11/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-11/Monday's close: 55 advancers but a flat index, oil up about 5% on Hormuz, six semis lower, three small-cap takeouts. CPI lands Wednesday 8:30 am ET.Tue, 11 Aug 2026 00:00:00 GMTmarket-briefingoilsemiconductorsM&AHormuz deal talk, Iran's denial, and Wednesday's CPIhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-10/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-10/Iran says direct U.S. talks are not underway even as headlines price a Hormuz deal. Plus Friday's software bid, Corsair's 35% margin move, and CPI Wednesday.Mon, 10 Aug 2026 00:00:00 GMTmarket-briefingHormuzoilCPIJobs Friday: July payrolls at 8:30 after a narrow Thursdayhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-07/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-07/July non-farm payrolls land at 8:30 ET. Thursday closed with 62 of 100 large caps lower, and Datadog fell 19% on a beat-and-raise.Fri, 07 Aug 2026 00:00:00 GMTmarket-briefingpayrollsearningsDatadogAMD's record quarter closed down 7%, and breadth was 50/50https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-06/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-06/AMD beat on both lines and guided to about $13B — then closed down 7.04%. Shopify +16.98%, Lilly +4.86%, and large-cap breadth exactly 50 up, 50 down.Thu, 06 Aug 2026 00:00:00 GMTmarket-briefingAMDShopifyEli LillyPalantir +29% Leads a Broad AI Rally Into an FOMC Afternoonhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-05/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-05/Palantir jumped 29% and Arm 17% as 77 of 100 large caps rose. Oil slid on Hormuz talk, and a Fed statement is scheduled for 2:00 pm ET.Wed, 05 Aug 2026 00:00:00 GMTmarket-briefingPalantirArmIntelStocks rally on AI relief and cheaper oil; the oil is already backhttps://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-04/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-04/The S&P 500 closed at 7,600.50, up 1.48%, with 71 of 100 large caps higher. Oil's rebound says the Iran de-escalation trade is not settled.Tue, 04 Aug 2026 00:00:00 GMTmarket-briefingS&P 500OracleAppleApple falls 7% on memory costs as Amazon surges 15%https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-03/https://jvmobiledevelopment.com/itrading-buddy/blog/market-briefing-2026-08-03/Friday split the market: Amazon and Alphabet ripped higher while Apple shed roughly $400 billion on supply guidance. Just 48 of 100 large caps advanced.Mon, 03 Aug 2026 00:00:00 GMTmarket-briefingearningsmegacap