Notes on the market
Why stocks moved, traced through the news that came before.
The first nuclear deal got a shrug. The second got 12%.
In the first week of October, Constellation Energy rose 17.9% and Vistra 20.5%. The demand story behind it was weeks old. What changed was who signed, and how big.
Read →CoreWeave's bad day started in September
On October 14, CoreWeave fell 15.5% in a single session. The reasons had been in the news for a month, scattered across stories that didn't look connected.
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