Oil Market Deep Dive: Brent $106 as Gulf Attacks Meet Zero Spare Capacity – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. One-off analysis, not a recurring series. Futures settlements are from Reuters/Newsquawk; other prices are…
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Uranium Market Deep Dive: Record Term Prices, Miners at 52-Week Lows – Oct 12, 2026
Term uranium is at a record ~$97/lb, spot ~$90, yet URNM just hit a 52-week low. Supply, demand, policy, SPUT, technicals, scenarios and options ideas.
Semiconductor Deep Dive: CXMT’s 4F² DRAM Bet Rattles Memory Stocks – Oct 12, 2026
China's CXMT says 4F² DDR5 server DRAM is coming by year-end. Memory stocks fell about 4%. What was announced, what wasn't, and what it means for MU, SK hynix, Samsung, DRAM and equipment makers.
Market Movers – Closing Edition – Oct 12, 2026
Closing scan of the session’s biggest gainers and losers. Not investment advice. Market Backdrop Columbus Day trading was thin and mixed. The cash bond market was closed, oil…
Macro Recap – Oct 12, 2026: 5/10 Predictions Hit
Closing review of this afternoon’s Macro Outlook (Midday Edition, written 3:15 PM ET). Not investment advice. The Close A quiet, mixed Columbus Day session: the cash bond market…
Fed Watch – Oct 12, 2026
Written about 3:45 PM ET Monday (Columbus Day: stocks open, the cash Treasury market and the Fed closed). Quotes are from the linked primary sources and wire reports.…
Macro Outlook – Oct 12, 2026 (Midday Edition)
Written at about 3:15 PM ET Monday, so this is not a true pre-market note: the morning context is reconstructed from data and reports. Prices from Yahoo Finance…
DRAM Daily Trend Report – Oct 12, 2026: No Signal
DRAM daily trend report for Oct 12, 2026. Verdict: No Signal. Informational only, not financial advice.
URNM Daily Trend Report – Oct 12, 2026: No Signal
URNM daily trend report for Oct 12, 2026. Verdict: No Signal. Informational only, not financial advice.
NN Daily Trend Report – Oct 12, 2026: No Signal
NN daily trend report for Oct 12, 2026. Verdict: No Signal. Informational only, not financial advice.
SPCX Daily Trend Report – Oct 12, 2026: Watch
SPCX daily trend report for Oct 12, 2026. Verdict: Watch. Informational only, not financial advice.
IBRX Daily Trend Report – Oct 12, 2026: Watch
IBRX daily trend report for Oct 12, 2026. Verdict: Watch. Informational only, not financial advice.