Lei Holdings
Archive

Market Recap Archive

Every daily market recap, in order. Bookmark this page — a new edition is published each weekday morning.

Weekly Records, a Blockade, and a Beat the Market Wouldn't Reward — Week in Review, Aug 10-14, 2026 2026-10-09 Chips Fall 2.8% as a Reported OpenAI Revenue Shortfall Hits the AI Trade, and Oil Jumps on Iran Strike Preparations — Week Ahead 2026-10-08 Stocks Slip From Records as the Fed's Minutes Keep Another Hike in Play, and Micron Rises While Chips Fall — Week Ahead 2026-10-07 Chip Leadership Rotates to AMD, Broadcom and Marvell as Storage Sinks, and the S&P 500 Closes at a Record — Week Ahead 2026-10-06 Payrolls Miss and the Nasdaq Hits a Record, While Seagate and Western Digital Drop 10% and Gold Ignores the Weaker Data — Week Ahead 2026-10-05 Payrolls Miss and the Nasdaq Hits a Record, While Seagate and Western Digital Drop 10% and Gold Ignores the Weaker Data — Week Ahead 2026-10-01 Chips Recover on Micron and a Soft PCE Print While the 10-Year Tops 5.3% and Gold Stays Under Its 200-Day Average — Week Ahead 2026-09-29 10-Year Yield Hits a 19-Year High, Gold Suffers Its Sharpest Drop Since June, and Chips Slide as Oil Bids on Iran Deadlock — Week Ahead 2026-09-28 Trump Rejects Iran's Hormuz Bid, Oil Jumps, and Chips Cap a Winning Week Before a Fed-Heavy Calendar — Week Ahead 2026-09-24 The 10-Year Yield Hits a 19-Year High, Oil Snaps Its Slide and Chips Cool Before Trump Meets Xi — Week Ahead 2026-09-23 Oil Slides on an Unconfirmed Hormuz Offer as Chips Keep Climbing and Financials Crack — Week Ahead 2026-09-22 AMD Tops $1 Trillion and SPY Clears $770 as Chips Go Vertical, but Goolsbee Warns the Inflation Fight Will Be "Painful" — Week Ahead 2026-09-21 Chips Extend the Rebound and Bitcoin Reclaims $80,000, but the Index Goes Nowhere — Hormuz, a 5% Ten-Year and a Trump-Xi Summit Set the Week — Week Ahead 2026-09-18 Fed Hikes a Quarter Point as Promised — Markets Stage a Relief Rally as Chips Lead the Snapback and Silver Jumps 3.4% — Week Ahead 2026-09-16 10-Year Yield Tops 5% for the First Time Since 2007 as Oil Jumps on a Houthi Strike on a Saudi Pipeline Hours Before the Fed's Rate Call — Week Ahead 2026-09-11 Oil Nears $108 on an Iran Attack on Two U.S. Ships as Hot PPI Sinks Gold and Chips Ahead of Friday's CPI — Week Ahead 2026-09-10 Oil Tops $100 and the Dow Falls a Third Day as Meta's New AI Agent and a Gold Rebound Cut Against the Selloff — Week Ahead 2026-09-09 Intel and Corning Surge on AI-Infrastructure Deals as Oil's Push Toward $99 Drags the Dow Down 617 Points — Week Ahead 2026-09-08 Oil Jumps to a Six-Week High on Iran Escalation as UBS Turns Hawkish With a Two-Hike Call — Week Ahead 2026-09-07 Blowout Jobs Report Revives September Hike Odds as Memory and Semis Rally Through the Hawkish Surprise — Week Ahead 2026-09-04 Fed's Waller Sparks a 600-Point Dow Rally as Nvidia Buys Hugging Face for $12.9 Billion and Broadcom Becomes the Third "Beat Isn't Enough" Casualty — Week Ahead 2026-09-03 Dell's $95B AI Backlog Sends the Tape Higher as Oil Tops $90 on Renewed Iran Strikes and Palo Alto Slides Despite a Beat — Week Ahead 2026-09-01 Warsh's Hawkish Turn Sends Rate-Hike Odds to 66%, US-Iran Exchange Fire Sends Oil Up 3%, and Chips Hold Up Better Than the Tape — Week Ahead 2026-08-28 Nvidia, Salesforce, and CrowdStrike All Beat Thursday, Nasdaq Jumps 1.6%, and Warsh's Jackson Hole Debut Lands Today — Week Ahead 2026-08-27 Nvidia's Beat Sticks Into Thursday, Chips Stabilize, and Warsh's Jackson Hole Debut Is All That's Left — Week Ahead 2026-08-24 Nvidia Reports Wednesday After Six Straight Red Days, Warsh's Jackson Hole Debut Looms Friday, and a 50% Canada Tariff Kicks Off the Week — Week Ahead 2026-08-21 Bond Yields Claw Back to 5.27% Despite Treasury's Buyback Relief, Bitcoin Nears $80,000, and Moderna's Wild Three-Session Whipsaw Closes the Week — Week Ahead 2026-08-20 Treasury Buybacks Halt the Bond Rout, Gold Jumps 3.8%, and Moderna Soars 177% on a Cancer-Vaccine Breakthrough — Week Ahead 2026-08-19 Treasury Buybacks Halt the Bond Rout, Gold Jumps 3.8%, and Moderna Soars 177% on a Cancer-Vaccine Breakthrough — Week Ahead 2026-08-18 Oil Jumps and 30-Year Yields Hit 2007 Highs on Iran-Oman Tensions as Memory Chips Rally — Week Ahead 2026-08-17 Markets Head Into FOMC Minutes and Retail Earnings on the Quietest Week Since the Rally Began — Week Ahead 2026-08-15 Retail Sales Miss Snaps the Record Streak, and the Market Punishes Applied Materials' Beat Anyway — Market Recap 2026-08-14 Records Confirmed by Cooler PPI, But Earnings Night Splits Cisco From Applied Materials — Market Recap 2026-08-12 Chips Hold Firm as Software Slides Into CPI Morning, Oil Extends Its Hormuz Run — Market Recap 2026-08-11 Oil Snaps Back as Hormuz Hopes Fade Again, Chip Stocks Slide Into CPI Eve — Market Recap 2026-08-10 Records Meet a Euphoria Warning: Iran Uncertainty Drags Into CPI Week — Market Recap 2026-08-08 Jobs Report Shocks, Stocks Hit Records, Gold Has Its Best Week — Market Recap 2026-08-07 Oil Snaps Its Slide as Hormuz Doubts Return — Market Recap 2026-08-06 Gold Breaks Out Above $4,200 as Dow Hits Record — Market Recap 2026-08-04 Oil Craters, Stocks Rally — Market Recap