2 Fed official feeds + 8 core companies
Current items21
FreshnessALL LIVE
MATERIAL MARKET UPDATES
Official documents, in plain language.
Federal Reserve decisions and speeches plus material SEC filings from eight Big Tech companies. AI reads the primary document, pulls out the key figures and links back to the source.
01
MATERIAL NEWS BRIEF
FACT → WHY → PATH → VERIFY
A
Minutes of the Federal Open Market Committee, September 15-16, 2026
The Federal Reserve published minutes from the latest FOMC meeting, documenting policy discussion and risk assessment.
Minutes can reveal disagreement, reaction functions and risk trade-offs not detailed in the statement, but they are backward-looking.
Policy disagreement or risk-weight shift → rate-path probabilities adjust → yield curve and risk appetite move
VERIFY NEXT
Open primary source- 01Conditions for easing, holding or tightening
- 02Inflation versus labor risk weights
- 032Y/10Y yield reaction after release
B
Minutes of the Board's discount rate meetings on August 17, September 9, and September 16, 2026
The Federal Reserve published discount-rate meeting minutes covering Reserve Bank recommendations.
Minutes can reveal disagreement, reaction functions and risk trade-offs not detailed in the statement, but they are backward-looking.
Policy disagreement or risk-weight shift → rate-path probabilities adjust → yield curve and risk appetite move
VERIFY NEXT
Open primary source- 01Conditions for easing, holding or tightening
- 02Inflation versus labor risk weights
- 032Y/10Y yield reaction after release
A
Tesla filed a 8-K earnings document
Tesla filed Form 8-K with the SEC on 2026-10-02; items 2.02, 9.01. Report period: 2026-10-02.
TSLA is a major index constituent; results, margins and guidance can influence Consumer discretionary and index earnings expectations.
Revenue, margin and guidance change → TSLA earnings expectations adjust → XLY and index weights reprice
VERIFY NEXT
Open primary source- 01Year-over-year revenue and EPS
- 02Gross margin, operating margin and free cash flow
- 03Next-quarter guidance and management risk language
B
Jefferson, The U.S. Economy and Monetary Policy
The Federal Reserve published this official speech. Context: Speech At the Darden School of Business, University of Virginia, Charlottesville, Virginia.
A speech is not a collective FOMC decision, but it can change how markets interpret the policy reaction function.
Change in inflation, labor or rate language → policy expectations adjust → Treasuries, dollar and rate-sensitive sectors move
VERIFY NEXT
Open primary source- 01Whether explicit policy conditions are given
- 02Consistency with the latest FOMC statement
- 03Front-end yield and dollar reaction
B
Barr, Economic Conditions and Monetary Policy
The Federal Reserve published this official speech. Context: Speech At the Detroit Economic Club, Detroit, Michigan.
A speech is not a collective FOMC decision, but it can change how markets interpret the policy reaction function.
Change in inflation, labor or rate language → policy expectations adjust → Treasuries, dollar and rate-sensitive sectors move
VERIFY NEXT
Open primary source- 01Whether explicit policy conditions are given
- 02Consistency with the latest FOMC statement
- 03Front-end yield and dollar reaction
A
Federal Reserve issues FOMC statement
The Federal Reserve published an FOMC policy statement. The decision and wording should be read from the primary statement.
The decision and language can reset expectations for the rate path and financial conditions.
Statement change → front-end rates and dollar reprice → index and long-duration valuations adjust
VERIFY NEXT
Open primary source- 01Target range and vote split
- 02Inflation, labor and risk-balance language
- 03Whether the press conference confirms or reverses the first read
A
Federal Reserve Board and Federal Open Market Committee release economic projections from the September 15-16 FOMC meeting
The Federal Reserve released its economic projections. Growth, unemployment, inflation and rate paths should be read from the source tables.
The dots are not commitments, but they influence the market distribution of future policy-rate outcomes.
Median projection shift → terminal-rate expectations change → Treasuries, dollar and growth valuations reprice
VERIFY NEXT
Open primary source- 01Current- and next-year median dots
- 02Core inflation projection
- 03Whether growth and unemployment projections move together
B
Tesla filed an agreement/financing-related 8-K
Tesla filed an 8-K on 2026-09-29 covering items 1.01, 1.02, 2.03, 9.01. Terms should be read from the filing.
A material agreement, debt or restructuring event can change capital-structure and cash-flow expectations.
Transaction terms → cash-flow and leverage change → TSLA risk/reward reassessed
VERIFY NEXT
Open primary source- 01Size and duration
- 02Any change to guidance or capital allocation
- 03Regulatory, shareholder or counterparty conditions
A
Broadcom filed a 10-Q earnings document
Broadcom filed Form 10-Q with the SEC on 2026-09-09. Report period: 2026-08-02.
AVGO is a major index constituent; results, margins and guidance can influence Semiconductors and infrastructure software and index earnings expectations.
Revenue, margin and guidance change → AVGO earnings expectations adjust → SMH and index weights reprice
VERIFY NEXT
Open primary source- 01Year-over-year revenue and EPS
- 02Gross margin, operating margin and free cash flow
- 03Next-quarter guidance and management risk language
A
Broadcom filed a 8-K earnings document
Broadcom filed Form 8-K with the SEC on 2026-09-02; items 2.02, 8.01, 9.01. Report period: 2026-09-02.
AVGO is a major index constituent; results, margins and guidance can influence Semiconductors and infrastructure software and index earnings expectations.
Revenue, margin and guidance change → AVGO earnings expectations adjust → SMH and index weights reprice
VERIFY NEXT
Open primary source- 01Year-over-year revenue and EPS
- 02Gross margin, operating margin and free cash flow
- 03Next-quarter guidance and management risk language
B
Amazon filed a material-event 8-K
Amazon filed an 8-K on 2026-09-15 covering items 8.01, 9.01. Terms should be read from the filing.
Form 8-K reports current events that may be material to investors.
Materiality and duration → earnings/risk expectations change → AMZN and peers reprice
VERIFY NEXT
Open primary source- 01Size and duration
- 02Any change to guidance or capital allocation
- 03Regulatory, shareholder or counterparty conditions
A
Minutes of the Federal Open Market Committee, July 28–29, 2026
The Federal Reserve published minutes from the latest FOMC meeting, documenting policy discussion and risk assessment.
Minutes can reveal disagreement, reaction functions and risk trade-offs not detailed in the statement, but they are backward-looking.
Policy disagreement or risk-weight shift → rate-path probabilities adjust → yield curve and risk appetite move
VERIFY NEXT
Open primary source- 01Conditions for easing, holding or tightening
- 02Inflation versus labor risk weights
- 032Y/10Y yield reaction after release
A
Federal Reserve issues FOMC statement
The Federal Reserve published an FOMC policy statement. The decision and wording should be read from the primary statement.
The decision and language can reset expectations for the rate path and financial conditions.
Statement change → front-end rates and dollar reprice → index and long-duration valuations adjust
VERIFY NEXT
Open primary source- 01Target range and vote split
- 02Inflation, labor and risk-balance language
- 03Whether the press conference confirms or reverses the first read
A
NVIDIA filed a 8-K earnings document
NVIDIA filed Form 8-K with the SEC on 2026-08-27; items 2.02, 9.01. Report period: 2026-08-26.
NVDA is a major index constituent; results, margins and guidance can influence Semiconductors and index earnings expectations.
Revenue, margin and guidance change → NVDA earnings expectations adjust → SMH and index weights reprice
VERIFY NEXT
Open primary source- 01Year-over-year revenue and EPS
- 02Gross margin, operating margin and free cash flow
- 03Next-quarter guidance and management risk language
A
Apple filed a 8-K earnings document
Apple filed Form 8-K with the SEC on 2026-07-31; items 2.02, 9.01. Report period: 2026-07-30.
AAPL is a major index constituent; results, margins and guidance can influence Large-cap technology and index earnings expectations.
Revenue, margin and guidance change → AAPL earnings expectations adjust → XLK and index weights reprice
VERIFY NEXT
Open primary source- 01Year-over-year revenue and EPS
- 02Gross margin, operating margin and free cash flow
- 03Next-quarter guidance and management risk language
A
Amazon filed a 8-K earnings document
Amazon filed Form 8-K with the SEC on 2026-07-31; items 2.02, 9.01. Report period: 2026-07-30.
AMZN is a major index constituent; results, margins and guidance can influence Consumer discretionary and cloud and index earnings expectations.
Revenue, margin and guidance change → AMZN earnings expectations adjust → XLY and index weights reprice
VERIFY NEXT
Open primary source- 01Year-over-year revenue and EPS
- 02Gross margin, operating margin and free cash flow
- 03Next-quarter guidance and management risk language
B
Waller, The Economic Outlook and Some Comments on My Policy Communication
The Federal Reserve published this official speech. Context: Speech At Reuters NEXT Newsmaker Interview, Washington, D.C..
A speech is not a collective FOMC decision, but it can change how markets interpret the policy reaction function.
Change in inflation, labor or rate language → policy expectations adjust → Treasuries, dollar and rate-sensitive sectors move
VERIFY NEXT
Open primary source- 01Whether explicit policy conditions are given
- 02Consistency with the latest FOMC statement
- 03Front-end yield and dollar reaction
B
Microsoft filed a material-event 8-K
Microsoft filed an 8-K on 2026-09-02 covering items 7.01, 9.01. Terms should be read from the filing.
Form 8-K reports current events that may be material to investors.
Materiality and duration → earnings/risk expectations change → MSFT and peers reprice
VERIFY NEXT
Open primary source- 01Size and duration
- 02Any change to guidance or capital allocation
- 03Regulatory, shareholder or counterparty conditions
B
Minutes of the Board's discount rate meetings on July 20 and July 29, 2026
The Federal Reserve published discount-rate meeting minutes covering Reserve Bank recommendations.
Minutes can reveal disagreement, reaction functions and risk trade-offs not detailed in the statement, but they are backward-looking.
Policy disagreement or risk-weight shift → rate-path probabilities adjust → yield curve and risk appetite move
VERIFY NEXT
Open primary source- 01Conditions for easing, holding or tightening
- 02Inflation versus labor risk weights
- 032Y/10Y yield reaction after release
B
NVIDIA filed an agreement/financing-related 8-K
NVIDIA filed an 8-K on 2026-08-17 covering items 1.01, 2.03, 7.01. Terms should be read from the filing.
A material agreement, debt or restructuring event can change capital-structure and cash-flow expectations.
Transaction terms → cash-flow and leverage change → NVDA risk/reward reassessed
VERIFY NEXT
Open primary source- 01Size and duration
- 02Any change to guidance or capital allocation
- 03Regulatory, shareholder or counterparty conditions
B
Alphabet filed a material-event 8-K
Alphabet filed an 8-K on 2026-08-10 covering items 8.01, 9.01. Terms should be read from the filing.
Form 8-K reports current events that may be material to investors.
Materiality and duration → earnings/risk expectations change → GOOGL and peers reprice
VERIFY NEXT
Open primary source- 01Size and duration
- 02Any change to guidance or capital allocation
- 03Regulatory, shareholder or counterparty conditions