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Caleb Gan

Market Pulse by Caleb Gan tracks the forces driving today’s financial markets—from macroeconomic shifts to major stock movers.

Markets Just Flashed A Warning—And Friday Could Decide Everything

Aug 7, 2026

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4 min read

Markets Just Flashed A Warning—And Friday Could Decide Everything

Two down days, a fresh war scare, and one jobs report standing between calm and chaos.

Caleb Gan
Caleb Gan
Wall Street Just Dumped The AI Trade And Nobody Told You Why

Aug 6, 2026

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3 min read

Wall Street Just Dumped The AI Trade And Nobody Told You Why

A trillion dollars vanished from chip stocks in a week. Here is what actually happened.

Caleb Gan
Caleb Gan
When Beating Wall Street Isn't Good Enough

Aug 5, 2026

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4 min read

When Beating Wall Street Isn't Good Enough

AMD posted one of its best quarters ever. The stock fell anyway.

Caleb Gan
Caleb Gan
Elon Musk's $500 Billion Disaster (And Why Wall Street Is Still Buying)

Aug 4, 2026

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4 min read

Elon Musk's $500 Billion Disaster (And Why Wall Street Is Still Buying)

The rocket company that broke IPO records is now breaking investors' hearts.

Caleb Gan
Caleb Gan
Wall Street's $123 Bet: Palantir Reports Tonight, And Nobody Knows Which Way It Breaks

Aug 3, 2026

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4 min read

Wall Street's $123 Bet: Palantir Reports Tonight, And Nobody Knows Which Way It Breaks

Eight straight beats. A stock down 40% anyway. Tonight, one of them has to give.

Caleb Gan
Caleb Gan
The Night Wall Street Fell Back In Love With Tech

Jul 31, 2026

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3 min read

The Night Wall Street Fell Back In Love With Tech

One earnings report undid two days of panic. Here is what actually happened.

Caleb Gan
Caleb Gan
The AI Trade Just Broke, and Nobody Told You Why

Jul 30, 2026

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4 min read

The AI Trade Just Broke, and Nobody Told You Why

Chip stocks just erased two years of "sure thing" in four trading days.

Caleb Gan
Caleb Gan
Wall Street Is Quietly Betting On More War

Jul 27, 2026

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4 min read

Wall Street Is Quietly Betting On More War

Two shocks landed in the same week, and almost nobody connected them.

Caleb Gan
Caleb Gan
Elon Just Admitted The Bet Isn't Working

Jul 24, 2026

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3 min read

Elon Just Admitted The Bet Isn't Working

One earnings call wiped out $140 billion. Here's what it means for the rest of your portfolio.

Caleb Gan
Caleb Gan
Google Beat Every Single Number And Wall Street Sold It Anyway

Jul 23, 2026

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5 min read

Google Beat Every Single Number And Wall Street Sold It Anyway

A perfect quarter got punished within minutes. Here is the part most investors missed.

Caleb Gan
Caleb Gan
One Blockade Away From $150 Oil

Jul 22, 2026

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5 min read

One Blockade Away From $150 Oil

The oil market just lost its backup route, and the fear is already showing up in the price.

Caleb Gan
Caleb Gan
They Wanted Double. They Lost Almost Everything.

Jul 21, 2026

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4 min read

They Wanted Double. They Lost Almost Everything.

A new ETF promised double. Thousands of traders got wiped out instead.

Caleb Gan
Caleb Gan
The Biggest IPO In History Just Cracked

Jul 16, 2026

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3 min read

The Biggest IPO In History Just Cracked

Investors who bought the hype are underwater for the first time.

Caleb Gan
Caleb Gan
The Worst Day In IBM's 115-Year History

Jul 15, 2026

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4 min read

The Worst Day In IBM's 115-Year History

One letter to investors erased $50 billion before lunch.

Caleb Gan
Caleb Gan
Five Banks, One Inflation Report, And A War All Land On The Same Morning

Jul 14, 2026

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4 min read

Five Banks, One Inflation Report, And A War All Land On The Same Morning

Wall Street's biggest earnings day in years just collided with a warzone.

Caleb Gan
Caleb Gan
The $26.5 Billion Rival That Just Landed On Wall Street

Jul 13, 2026

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5 min read

The $26.5 Billion Rival That Just Landed On Wall Street

Korea's chip king is now trading in New York, and 2026's hottest US stock suddenly has company.

Caleb Gan
Caleb Gan
The Richest Companies In History Are Firing Everyone

Jul 10, 2026

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5 min read

The Richest Companies In History Are Firing Everyone

Record profits, record spending, and 158,000 pink slips.

Caleb Gan
Caleb Gan
The Ceasefire Is Dead And Oil Just Woke Up

Jul 9, 2026

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4 min read

The Ceasefire Is Dead And Oil Just Woke Up

Trump said two words in Ankara, oil jumped almost 6%, and the Dow lost 577 points before dinner.

Caleb Gan
Caleb Gan
Wall Street Can't Decide If Chip Stocks Are Dying Or Thriving

Jul 8, 2026

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4 min read

Wall Street Can't Decide If Chip Stocks Are Dying Or Thriving

Three trading days, three completely different stories.

Caleb Gan
Caleb Gan
The Trade That Made Everyone Rich Is Now Losing Money

Jul 3, 2026

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3 min read

The Trade That Made Everyone Rich Is Now Losing Money

Chip stocks just had their worst two days in months, and the money didn't disappear. It moved.

Caleb Gan
Caleb Gan
Is The U.S. Dollar Making A Comeback?

Jul 2, 2026

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4 min read

Is The U.S. Dollar Making A Comeback?

The greenback just hit a 15-month high, and the reasons why say more about the Fed than about the dollar itself

Caleb Gan
Caleb Gan
The world's central banks just sounded the alarm on AI

Jun 30, 2026

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3 min read

The world's central banks just sounded the alarm on AI

The BIS report reads less like a routine update and more like a playbook for how this ends.

Caleb Gan
Caleb Gan
Europe's Gas Market Just Got a Reminder the Crisis Isn't Done

Jun 29, 2026

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4 min read

Europe's Gas Market Just Got a Reminder the Crisis Isn't Done

Weekend Hormuz escalation pushes TTF prices back up. Here's what it means.

Caleb Gan
Caleb Gan
What I Learned About Investing From Darwin

Jun 25, 2026

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3 min read

What I Learned About Investing From Darwin

What if becoming a better investor had less to do with finance and more to do with evolution?

Caleb Gan
Caleb Gan
Iran Says It Will Never Have A Nuclear Weapon. What Does That Mean For Markets?

Jun 24, 2026

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3 min read

Iran Says It Will Never Have A Nuclear Weapon. What Does That Mean For Markets?

A major shift in global risk.

Caleb Gan
Caleb Gan
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