What happens when the Fed meets with oil above $100 and inflation at 3.7%
The Daily Digest
Dark Bulls
Monday · October 26, 2026
The Fed decides Wednesday. A third of the S&P 500 reports this week. Two losing weeks behind us. This is the most important week of the fall.
Monday. Oil is pulling back from its highs on diplomacy news out of Tehran, but Brent is still holding around $110 — versus $61 a year ago. Futures are recovering: Dow +0.4%, S&P +0.3%. On Wednesday the Fed announces its rate decision, and this same week roughly a third of S&P 500 companies report earnings, including the biggest data center operators. Here's what you need to know right now.
| In Focus |
The Fed meets Wednesday. Data center earnings hit this week. Oil above $100. This is the most consequential week for markets — and your wallet.
October 26, 2026 · Markets / Economy
The most important week of the fall season is here. The Fed meets October 27–28 and announces its decision Wednesday. After September's rate hike, investors are expecting a pause — but with inflation at 3.7% and oil above $100, any hawkish signal from policymakers could hit the market hard. Both the S&P 500 and Nasdaq just logged two consecutive losing weeks. Futures are nudging higher this morning, but nothing is guaranteed.
Why this matters to you directly: the Fed rate isn't an abstract Washington number. It's the rate your bank charges on your mortgage, your car loan, your credit card balance. When the Fed hikes, everything gets more expensive. When it pauses, markets breathe. But a "pause" with oil above $100 and inflation at 3.7% isn't a victory lap. It's just a stop before the next decision.
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At the same time, roughly a third of S&P 500 companies are reporting — including the biggest data center operators. Their numbers will answer the question markets have been arguing about for months: is all the AI spending actually paying off? Last week Nasdaq dropped 2.9% precisely because investors started doubting it. Now the companies will answer in hard numbers. If the answer is "no," the next selloff could be worse than the last one.
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With inflation at 3.7% and oil above $100, any hawkish word from the Fed isn't a warning. It's a hit.
— Dark Bulls analysis, October 26, 2026
You won't find a single rocket inside SpaceX's secret building in South Memphis. Here's what Elon is hiding there.
There's a building the size of 13 football fields in the industrial zone of South Memphis.
It belongs to SpaceX. But virtually nobody knows about it.
Because it's almost 1,000 miles away from SpaceX headquarters.
And inside, you won't find rockets, satellites, or anything related to space.
Instead, it houses what Elon Musk called "the most powerful supercomputer of any kind in the world."
And that supercomputer is powering one little-known AI startup.
It's not Tesla… SpaceX… or OpenAI.
It's something most people have never heard of.
But look who's already in:
✅ Peter Thiel just put $1.25 billion into it
✅ Sequoia Capital, the firm behind Nvidia, Google, and Apple, put in $1 billion
✅ Google put in $10 billion… and is planning $30 billion more
✅ Amazon, Microsoft and Nvidia are piling in too
And Elon Musk just made a deal with it.
Jeff Brown — the man who picked Bitcoin, Tesla, and Nvidia before they exploded — followed this story all the way to that building in Memphis.
He says it's the fastest tech moonshot he's ever seen. And it just filed the initial paperwork for its IPO.
Jeff believes it could go public by the end of this month.
He's revealing the name, free of charge… and showing how to claim a stake before IPO day for less than $50.
>>> Reveal what's inside the Memphis building
— Chris
P.S. One estimate: $1 trillion in capital chasing $30 billion in available shares.
That's the part nobody expects.
There's a building the size of 13 football fields in the industrial zone of South Memphis.
It belongs to SpaceX. But virtually nobody knows about it.
Because it's almost 1,000 miles away from SpaceX headquarters.
And inside, you won't find rockets, satellites, or anything related to space.
Instead, it houses what Elon Musk called "the most powerful supercomputer of any kind in the world."
And that supercomputer is powering one little-known AI startup.
It's not Tesla… SpaceX… or OpenAI.
It's something most people have never heard of.
But look who's already in:
✅ Peter Thiel just put $1.25 billion into it
✅ Sequoia Capital, the firm behind Nvidia, Google, and Apple, put in $1 billion
✅ Google put in $10 billion… and is planning $30 billion more
✅ Amazon, Microsoft and Nvidia are piling in too
And Elon Musk just made a deal with it.
Jeff Brown — the man who picked Bitcoin, Tesla, and Nvidia before they exploded — followed this story all the way to that building in Memphis.
He says it's the fastest tech moonshot he's ever seen. And it just filed the initial paperwork for its IPO.
Jeff believes it could go public by the end of this month.
He's revealing the name, free of charge… and showing how to claim a stake before IPO day for less than $50.
>>> Reveal what's inside the Memphis building
— Chris
P.S. One estimate: $1 trillion in capital chasing $30 billion in available shares.
That's the part nobody expects.
— Sponsored —
Over the weekend, Brent pulled back roughly 1.5% on news that delegations from Saudi Arabia, Pakistan, and Turkey converged on Tehran for talks. But even with that pullback, Brent is holding around $110 — versus $61 a year ago. That's +80% in twelve months. For an American at the pump or paying a heating bill, this isn't "geopolitics" — it's $4.29 per gallon for regular gas and $6.32 for diesel. Trump said over the weekend that the U.S. is "making a fortune" on expensive oil. That's true for producers. For consumers, the math runs the other way.
Bitcoin lost roughly 7% on the week and is holding around $80,000. Gold just below $4,030. The 10-year Treasury yield climbed back to 4.99% after Friday's dip. Markets open Monday with a modest recovery — but the week's main events are still ahead.
| Today's Digest |
Trump: "make a deal or finish them" — delegations from three countries converge on Tehran
On Sunday Trump framed the choice bluntly: "Make a deal with them or finish them." Saudi Arabia's Defense Minister Khalid bin Salman, Pakistan's Army Chief Asim Munir, and Turkey's intelligence chief are all in Tehran pushing for de-escalation. Iran is holding its line: seven conditions, or talks are "pointless." Tasnim denied reports that Tehran offered to open the Strait of Hormuz in exchange for lifting the blockade. Netanyahu, on the eve of Israel's Tuesday elections, said he has directed the army and Mossad to work on regime change in Iran.
Gas $4.29, diesel $6.32 — Brent pulls back from highs but remains 80% above last year's price
On diplomacy news, Brent fell roughly 1.5%, WTI about 2%, to $101. But Brent is still holding around $110 — versus $61 a year ago. AAA average prices as of Friday: regular gas $4.29, diesel $6.32 — up 40% and 74% year-over-year respectively. Trump invoked the Defense Production Act: $150M for refinery capacity. Analysts warn the impact will be limited and slow to arrive. Iran's parliament speaker calls on citizens to conserve gas this winter.
Dow -650 on Friday; two straight losing weeks; futures up 0.3–0.4% this morning
Friday: Dow lost more than 650 points, S&P 500 -0.5%, Nasdaq -0.2% — second consecutive losing week. Americans now hold a record share of their savings in stocks, higher than at the dot-com bubble peak, per analysts. Bitcoin -7% on the week, around $80,000. Gold at $4,027, silver $54.3. 10-year Treasury yield back to 4.99%. VIX around 19.7. Today futures are recovering: Dow +0.4%, S&P +0.3%, Tesla +2.1%.
Trump votes early; calls Democratic Senate candidate a "jihadist"; 8 days to Election Day
Trump cast an early ballot in Palm Beach. Over the weekend he called Michigan Senate candidate Abdul El-Sayed a "Muslim Brotherhood jihadist" and labeled Obama "abysmally incompetent." This is his third inflammatory remark in a week. He also raised the possibility of military intervention in Cuba "after Iran." Israel holds elections Tuesday; preliminary results are not expected before Wednesday U.S. time.
Reuters: both administrations asked Musk to alter Starlink; Melania brokered local ceasefire; Serbia — seismic shift
Reuters: both the Biden and Trump teams asked Musk over several years to limit or adjust Starlink in conflict zones — including Ukraine, Iran, and the Middle East. SpaceX has not commented officially. Melania Trump helped broker a local humanitarian ceasefire in Ukraine, per AP. In Serbia, Vucic acknowledged defeat of the student movement — AP calls it a "seismic shift." France's 10-year government bond yield crossed 5% amid budget paralysis, pressuring European equities.
IRGC claims four tankers hit; Iran speaker urges gas conservation; DOJ launches $25M fraud tipline
Iran's Revolutionary Guard claimed strikes on four "violator vessels" in the Persian Gulf — no independent confirmation. Parliament Speaker Ghalibaf called on citizens to use gas "reasonably" this winter — an implicit admission of how badly the blockade has hit Iranian energy. Americans hold a record share of savings in equities, above dot-com peak levels per analysts. Trump and Vance launched a DOJ reward program: $25M for tips on government fraud.
Starting January 2027, a new mandate requires the U.S. military to source tungsten domestically, banning imports from China. Since the U.S. military relies on tungsten for everything from armor-piercing rounds to jet engines, they're racing to find a way of sourcing this critical mineral.
This is a massive opportunity for United States Tungsten. They're working to revitalize the Tungsten Queen, once America's largest tungsten mine: a massive asset containing 1 million tons of minerals worth an estimated $665M.
The White House just proposed raising the military budget to $1.5T next year. A bigger budget means more spending on the hardware that requires tungsten. As new laws require that money be spent on American-mined minerals first, United States Tungsten is positioned to become a supplier for one of the world's most reliable customers.
You can get a piece of this 1-million-ton stockpile before they start their operation.
This is a massive opportunity for United States Tungsten. They're working to revitalize the Tungsten Queen, once America's largest tungsten mine: a massive asset containing 1 million tons of minerals worth an estimated $665M.
The White House just proposed raising the military budget to $1.5T next year. A bigger budget means more spending on the hardware that requires tungsten. As new laws require that money be spent on American-mined minerals first, United States Tungsten is positioned to become a supplier for one of the world's most reliable customers.
You can get a piece of this 1-million-ton stockpile before they start their operation.
Disclaimer: This is a paid advertisement for United States Tungsten Corp's Regulation CF offering. Please read the offering circular at invest.unitedstatestungsten.com
— Sponsored —
— David
Dark Bulls
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