Markets • Geopolitics • Capital • Aviation Founder, Spencer Pruitt | Markets Hunter America First. Capitalist. Global perspective. ↓ Capital Intelligence Brief
Joined June 2016
- Tweets2.7K
- Following1.7K
- Followers3.1K
- Likes2.6K
Berkshire’s insurance slowdown puts operating earnings in focus. The Opening Edition’s week-ahead briefing covers five company developments, inflation catalysts and Cisco’s upcoming results. Read The Equity Dispatch: equity-dispatch.huntergaylor…
Chips rebound; the next test is durability. The Closing Edition examines Friday’s market split, the October jobs report and the company evidence behind the headlines. Read The Equity Dispatch: equity-dispatch.huntergaylor…
Jobs reset the rate debate. Today’s Opening Edition covers Airbnb, Cloudflare, Lam Research, Monster and Five9—and the evidence behind the headlines. Read The Equity Dispatch: equity-dispatch.huntergaylor…
Brent +2.6% to $97.09 after an 8%+ drop as markets price a lower chance of Iran escalation. But tankers are still being hit in Hormuz and Eurasia Group sees $110-125 Brent if strikes resume. Energy risk isn't gone, just discounted. #Oil #Iran
cnbc.com/2026/11/05/oil-fall…
The Equity Dispatch | Nov. 5 Opening Edition
Chip earnings test the post-election rally. Inside: Qualcomm, Arm, Uber and Lilly, plus today’s productivity calendar and the questions behind the headlines.
equity.huntergaylor.com/edit…
The Equity Dispatch | Nov. 4 Opening Edition
U.S. futures rose after the midterms, but data-center stocks lagged. This morning: the split in AI, Apple’s margin question and the 10 a.m. ET ISM services report.
equity.huntergaylor.com/edit…
The Opening Edition | Nov. 2
AI connectivity’s next big deal, Marriott’s demand signal and Alstom’s execution test—plus today’s catalysts.
equity.huntergaylor.com/edit…
Today’s closing takeaways from The Equity Dispatch with Hunter Gaylor: Intel’s outlook puts the AI investment debate in focus, while energy earnings offer a counterweight. Follow @HunterGaylor for market previews and closing recaps.
Welcome to The Equity Dispatch with Hunter Gaylor. Public companies. Material news. Source-linked reporting.
Follow along for market previews, closing recaps, and the company stories that matter.
Read the latest: equity-dispatch.huntergaylor…
US-Canada moves to ease steel and auto tariffs look like a pragmatic step to reduce input costs for manufacturers and reinforce American production leverage—without big concessions. #Trade
news.google.com/rss/articles…
Boeing resets free-cash-flow growth expectations, sending the stock lower. If this dip is a clearing event, patient capital may view it as an entry; watch cash-flow trajectory and 737/MAX delivery tailwinds. #Markets #Defense
cnbc.com/investingclub/2026/…
GM moves from NYSE to Nasdaq on Nov 17; ticker stays GM. Why it matters: potential liquidity and index-rebalance effects as funds realign to Nasdaq; watch for bid-ask shifts. #Markets
cnbc.com/2026/10/27/gm-nasda…
Saudi-led defense pact signatories push for peace with Tehran as Houthi attacks escalate; a real test for the Iran-Saudi détente and regional risk pricing for energy and markets. #MiddleEast #Markets
news.google.com/rss/articles…
Porsche posts profit rebound as it rapidly trims exposure to China’s autos market. Why it matters: lowers China demand risk, but reshapes luxury auto geography and margins. Watch: pace of diversification and rest‑of‑world demand. #China #Markets
cnbc.com/2026/10/27/porsche-…
Xi kicks off the Party plenum with a push for firmer governance and tighter control. Faster policy execution, less room for reform surprises, and a more centralized China in global markets. #China #Markets
news.google.com/rss/articles…
Hunter S. Gaylor retweeted
Did Rantizo (NASDAQ: RNTZ) just launch a USA made drone, that looks like this... and no one is talking about it?? 😐
Silicon Valley AI groups are spending millions in 2026 as factions split over regulation and state power. The outcome could set AI policy, affecting funding, compliance and risk across tech and finance. #AI #Regulation
cnbc.com/2026/10/27/ai-polit…
Bolsonaro refuses to concede and vows an annulment bid, injecting Brazil’s politics with volatility. If unresolved, it could disrupt markets, commodities and US-Brazil diplomacy. #Brazil #Markets
news.google.com/rss/articles…