$BMO
1 long-form article and 60 pre-market mentions covering $BMO from AskMelon Research.
Friday, July 24, 2026
Futures try to steady the ship after Thursday's rout — S&P 500 +0.20%, Dow +0.43%, Nasdaq 100 +0.05% — as WTI slips back below $90 (Brent under $100) on US–Iran ceasefire chatter and Intel rips ~+3–4%…
Thursday, July 23, 2026
Futures slip a third straight session — S&P 500 –0.26%, Nasdaq 100 –0.28% — as the two biggest names from last night's tape, Alphabet (–3.63%) and Tesla (–5.52%), both "sell the news" despite beats, a…
Wednesday, July 22, 2026
Futures give back part of Tuesday's chip-led rebound — S&P 500 –0.31%, Nasdaq 100 –0.77% — as Brent crude builds toward a six-week high near $94 on an 11th consecutive night of US strikes on Iran and …
Tuesday, July 21, 2026
Futures point to a real chip-led rebound — S&P 500 +0.52%, Nasdaq 100 +1.39% — as the semiconductor complex stages its cleanest recovery since last week's rout, with Micron and Marvell both up ~6% pre…
Monday, July 20, 2026
Futures point to a relief bounce — S&P 500 +0.2%, Nasdaq 100 +0.4% — after the semiconductor complex's worst week in over a year, but Friday's real trigger wasn't the crowded-positioning story flagged…
Saturday, July 18, 2026
Your Saturday morning market coffee. The week the Iran ceasefire stopped being a rhetorical feint and became a real war again: over the weekend of July 11-12, CENTCOM struck more than 140 Iranian site…
Thursday, July 16, 2026
TSM's Q2 blowout at 2 AM ET — $4.31 EPS against $3.83 consensus, $40.2B revenue at +33.7% YoY, with AI high-performance compute now 66% of all revenue — is the most authoritative single-print validati…
Wednesday, July 15, 2026
ASML's €9.33B Q2 blowout and a June CPI print of +3.5% YoY — the largest single-month inflation decline since April 2020 — land together as the clearest simultaneous bull signal this market has seen i…
Tuesday, July 14, 2026
The US Naval blockade of Iranian ports, announced for 4 PM ET today, converts the week's dominant geopolitical narrative from "Hormuz closure declaration" to "enforced blockade with legal and commerci…
Monday, July 13, 2026
The fragile ceasefire collapsed over the weekend — CENTCOM struck 140+ Iranian military sites Saturday night, Iran declared the Strait of Hormuz closed and retaliated across five Gulf states including…
Sunday, July 12, 2026
The Strait of Hormuz has been formally declared closed for the second time in 2026: Iran's IRGC Navy announced Sunday that the waterway is shut after US Central Command completed its third wave of pre…
Friday, July 10, 2026
The week's defining moment arrives this morning: SK Hynix's $26.5B Nasdaq debut opens as SKHYV at $158.14 — a +6.1% first-print against the $149 offer price — validating the AI-memory investment thesi…
Thursday, July 9, 2026
The Iran shock that defined Wednesday's tape half-lived overnight: Trump told reporters it is unclear whether the US and Iran are returning to full-scale war and that Iran had called to make a deal, c…
Wednesday, July 8, 2026
Trump declared the US–Iran interim ceasefire "over" at the NATO summit in Ankara overnight — after the IRGC struck American military bases in Bahrain and Kuwait and Washington revoked its Iranian oil …
Tuesday, July 7, 2026
Samsung reports the largest quarterly operating profit in Korean corporate history — ₩89.4T (~$58.4B), a ~19× year-on-year surge (1,810.3% on-year) — yet the KOSPI triggers a circuit breaker for the s…
Monday, July 6, 2026
US markets reopen from a three-day Independence Day closure to find tech firmly in the driver's seat: Nasdaq futures are surging +1.12% on SpaceX Nasdaq-100 pre-positioning mechanics and aggressive se…
Friday, July 3, 2026
Independence Day observed. NYSE, Nasdaq, and the US bond market are fully closed. Next trading day: Monday, July 6, 2026. All framing below is forward-looking to the Monday open.
Tuesday, June 30, 2026
The last session of a powerful quarter opens quiet-but-constructive: after Monday's broad rally carried the Dow to its first-ever close above 52,000, futures are modestly green, Asia's memory names cl…
Friday, June 26, 2026
The cost-push reversal nobody modeled arrived Thursday: Apple raised Mac and iPad prices by 17–25% (Mac models ~18%, iPad models 20–25%) and Microsoft announced Xbox hikes of $100–$150 — both citing A…
Thursday, June 25, 2026
Micron obliterated every estimate in semiconductor history — $41.46B revenue against a ~$35.7B consensus, 84.9% record gross margin, Q4 guidance of $50B — transforming Tuesday's KOSPI-contagion flush …
Wednesday, June 24, 2026
Micron reports at 4:30 PM — after Tuesday's −13.18% KOSPI-contagion wipeout, with 27/30 analysts at Buy and ±17% vol loaded — while Bank of America projected three 2026 Fed hikes (Deutsche Bank at two…
Tuesday, June 23, 2026
The global AI crowding trade faces its stiffest test of the year: KOSPI's 10% circuit-breaker collapse — Samsung and SK Hynix both down 12% simultaneously — signals that even the HBM thesis is subject…
Monday, June 22, 2026
The peace dividend collides with its first credibility test: Trump called the Iran ceasefire "on life support" over the weekend as Lebanon fighting erupted and Geneva talks were cancelled, while UK Pr…
Thursday, June 18, 2026
Kevin Warsh's inaugural dot plot landed the week's decisive blow — nine of eighteen officials now project a 2026 rate hike, the median year-end rate jumped forty basis points to 3.8%, and the S&P 500 …
Wednesday, June 17, 2026
Kevin Warsh takes the podium at 2:30 PM for his inaugural press conference as Fed Chair — the rate hold at 3.50–3.75% is ~97–98% priced, the dot plot has been written, and nothing that prints before 2…
Tuesday, June 16, 2026
The Bank of Japan hiked to 1.00% overnight in a 7-1 decision — Japan's highest rate since 1995 — the Nikkei briefly crossed 70,000 for the first time in its history before closing at 69,404, and marke…
Monday, June 15, 2026
The United States and Iran formally agreed an MOU on June 14 — signing ceremony in Geneva scheduled June 19, Hormuz naval blockade halted by executive order, WTI extending its slide to $80.14 (−5.6%) …
Tuesday, June 9, 2026
The two-session chip bounce continues — Polymarket gives 89% odds of a higher open, ES is +0.35% and NQ +0.70% — but Tuesday arrives with three complications Monday didn't have: NFIB small business op…
Monday, June 8, 2026
The weekend Iran-Israel missile exchange — Iran's first direct barrage at Israel since the April 8 ceasefire, answered by Israeli airstrikes on Iranian petrochemical facilities and US CENTCOM strikes …
Thursday, June 4, 2026
Broadcom's record $10.8B AI quarter and CrowdStrike's fiscal Q1 ARR record both sold off sharply in after-hours and extended pre-market — AVGO −13.8% (~$413) on a software segment miss and CRWD −11% o…
Wednesday, June 3, 2026
Iran's overnight ballistic missile attacks targeting Kuwait and Bahrain — intercepted but immediately triggering US CENTCOM retaliatory airstrikes on Qeshm Island in the Persian Gulf — mark the most d…
Monday, June 1, 2026
SoftBank's €45 billion (~$52B) first-phase AI infrastructure commitment to France — driving Tokyo shares +14% — cements June's opening thesis that the AI capex supercycle is now global, not just Ameri…
Saturday, May 30, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Wednesday, May 27, 2026
Zscaler's -21.6% pre-market collapse on a FCF margin guide cut — not an EPS miss, not even a meaningful revenue miss — has rewritten tonight's grading rubric for Marvell and Salesforce: cash generatio…
Tuesday, May 26, 2026
Trump's "deal will be announced shortly" dropped overnight and WTI is -4.68% to $92.08 — the Iran trade is executing faster than most expected, and the market is running with it: Nasdaq futures +1.08%…
Monday, May 25, 2026
NYSE, Nasdaq, and US bond markets are closed full session for Memorial Day. Next trading day: Tuesday, May 26, 2026. This report covers all developments from Friday May 22's close through Monday's hol…
Saturday, May 23, 2026
Your Saturday morning market coffee. The week NVIDIA reported the largest semiconductor corporate quarter in history — $81.6 billion — and its stock fell ~3.4%; SpaceX filed the most anticipated S-1 s…
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 22, 2026
Workday and Ross Stores delivered the week's cleanest post-earnings setups overnight — WDAY +10.8% AH on doubled AI-agent customer counts and ROST's historic +20% EPS beat — but today's session is def…
Monday, May 18, 2026
Two weekend shocks arrived in sequence: Moody's stripped the US of its final Aaa sovereign credit rating Friday evening — the first time all three major agencies have placed the US below top-tier, wit…
Sunday, May 17, 2026
The week that began at S&P 500 ATH 7,398.93 ended at 7,408.50 — nominally flat — but the path was anything but: CSCO raised its AI orders full-year guidance to $9B, AMAT printed a record quarter, Wars…
Saturday, May 16, 2026
Your Saturday morning market coffee. The week a 3.8% CPI print erased the rate-cut narrative that 115,000 jobs had built the week before; the 30-year Treasury hit 5.13% — its highest since 2007; Kevin…
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Wednesday, May 13, 2026
Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-ha…
Monday, May 11, 2026
Trump's Sunday "TOTALLY UNACCEPTABLE" rejection of Iran's peace counterproposal sent Brent back above $104 and buried the clean-reopening trade for the second time in a week — while a US-China tariff …
Sunday, May 10, 2026
NFP April landed at +115,000 — a double-beat above the ~60K consensus — sending the S&P 500 to a fresh record of 7,398.93 (+0.8%) and Nasdaq to a new ATH on Friday, capping six straight weekly gains. …
Friday, May 8, 2026
April delivered 115,000 new jobs — nearly double the 62–80K consensus — but the morning's second data point landed harder: UMich's preliminary May survey showed 1-year inflation expectations at 7.3%, …