The Trading Days
One permanent page per trading day — the day's Morning 10, Midday 10, Daily Pulse, print-record cards, tape and book moves, recorded as they stood. The live view is always the homepage; this is the archive it leaves behind.
August 2026
- Fri, Aug 7 The AI-opex trade got paid overnight — and the bond veto quietly broke at the close
- Thu, Aug 6 Asia's whole AI trade topped in one week in June — memory was only the trigger
- Wed, Aug 5 Best session in months — and every big print that followed it got sold
- Tue, Aug 4 The referee bought it — Palantir +15% on a 93% quarter, while Korea's board splits in half
- Mon, Aug 3 The tailwind is gone — KOSPI gives back 5.2%, the yen gets ¥8tn of help, Palantir referees tonight
July 2026
- Fri, Jul 31 The seller had a deadline — Hynix limit-up, KOSPI +16%, AWS accelerates to 37%
- Thu, Jul 30 Two Raises, One Rule
- Wed, Jul 29 Korea crashes again, Iran strikes — and Advantest raises its year 35%
- Tue, Jul 28 The KOSPI Is a Semiconductor Index Now
- Mon, Jul 27 Kimi K3: The Gap Went Task-Specific
- Fri, Jul 24 Agentic AI: The Orchestration Knock Out
- Thu, Jul 23 The Data Center Isn't Shrinking — Its Center of Gravity Is Moving
- Wed, Jul 22 Show-Me Time — Crunch Hour for the Other Five of the Mag 7
- Tue, Jul 21 The Buy Lists Arrive — One Week After K3, the Street Reaches Past Semis
- Mon, Jul 20 Two Sessions to Decide the DeepSeek Question — Then Alphabet Speaks
- Fri, Jul 17 Verdict Day: The Market Opens Below Every Line It Drew This Week
- Thu, Jul 16 TSMC Printed the Cycle's Best Quarter — the Tape Has Been Selling Records All Week
- Wed, Jul 15 ASML Printed No Bookings Line — Amsterdam Paid Up for the Capacity Instead
- Tue, Jul 14 IBM −23%: The Memory Squeeze Arrives in Enterprise Budgets
- Mon, Jul 13 Japan Just Put the Yen Carry Trade Back on the Screen
- Sat, Jul 11 One Core, Three Countries: The Global ETF Book Rebuilt
- Fri, Jul 10 Three Ways to Own the Memory Supercycle
- Thu, Jul 9 The Week Against the Year
- Wed, Jul 8 The Flip Inside Tech
- Tue, Jul 7 Buy the Dip, or the Rotation at Last?
- Mon, Jul 6 The Belief Lines Hold — A Bounce, Not a Bottom?