Iran missile attack on U.S. forces intercepted, Centcom says
Centcom said Iran fired multiple ballistic missiles at U.S. forces in the Middle East, with crude prices rising more than 4%.
By Marcus V. Thorne 3 weeks agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
xAI challenges Minnesota nudify law in federal court
Elon Musk’s xAI sued Minnesota over a law targeting non-consensual sexualized AI images, with fines of $500,000 per violation.
By Marcus V. Thorne 3 weeks ago
Dow rises as AI stocks fall and Dover buys Cloeren
The Dow gained more than 500 points while AI-linked hardware shares slid, as investors rotated toward blue chips and software.
By Marcus V. Thorne 3 weeks ago
Johnson & Johnson talc settlement lifts shares to record high
J&J shares hit a record after a $5.5 billion talc deal covering about 76,000 ovarian cancer claims, CNBC reported.
By Marcus V. Thorne 3 weeks ago
SpaceX lockup earnings test follows $1.5 trillion Musk stock selloff
SpaceX and Tesla have lost $1.5 trillion in value since mid-June as traders brace for earnings and an insider lockup release.
By Marcus V. Thorne 3 weeks ago
Strategic Petroleum Reserve drawdown strains aging U.S. oil backup
U.S. crude reserves have hit their lowest level since 1983 as recent releases test aging emergency oil infrastructure.
By Marcus V. Thorne 3 weeks ago
Meta earnings call Kalshi odds point to cloud and Ray-Ban mentions
Kalshi traders expect Meta to discuss cloud and Ray-Ban smart glasses, while social media policy terms carry lower odds.
By Marcus V. Thorne 3 weeks ago
Private equity wealth management deals build as Carlyle buys Secturion
Recent RIA investments and Carlyle’s Secturion acquisition show private capital targeting scaled financial advice and defense tech...
By Marcus V. Thorne 3 weeks ago
Amazon, Meta and Microsoft capex plans face scrutiny after Alphabet sell-off
Amazon, Meta and Microsoft report after Alphabet raised its 2026 capex outlook, sparking a sell-off and debate over AI returns.
By Marcus V. Thorne 3 weeks ago
Boeing q2 2026 earnings miss as Air Force One charge weighs
Boeing reported a wider adjusted loss than analysts expected after a $280 million hit tied to the delayed Air Force One program.
By Marcus V. Thorne 3 weeks ago
Warsh Fed rate decision puts focus on press conference clues
Kevin Warsh is not expected to raise rates this week, but markets will watch how he frames inflation, AI costs and Fed politics.
By Marcus V. Thorne 3 weeks ago
TowerBrook says services opportunities are strongest in H2 outlook
Joseph Knoll told PE Hub that TowerBrook is upbeat on H2 investing while exits remain selective and AI reshapes underwriting.
By Marcus V. Thorne 3 weeks ago