Aug 1, 2026
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5 min read
The Fed split 9-3. The 30-year hit 2007 levels. Amazon's cash flow turned negative. Apple lost 6% on memory alone. The buildout finally showed who pays and who charges for it.
Jul 31, 2026
Nasdaq gained 1%. Amazon surged on AWS. Apple fell on supply and margins. Oil rose as Iran stopped tankers near Hormuz.
4 min read
Amazon's twelve month cash flow swung to minus $7.6 billion. Apple's margin fell on memory alone. One shortage, two invoices.
Jul 30, 2026
Nasdaq jumped 2.6%. Microsoft surged on Azure strength. Meta fell on cash burn. GDP slowed, but demand held. Core PCE stayed hot.
Same buildout, opposite verdicts. Azure ran 43% and backlog jumped 84%. Meta's capex took 98 cents of every operating dollar. Long money got dearer.
Jul 29, 2026
The Fed held 9-3. Three officials wanted a hike. Oil jumped 7%. Dow fell over 1,100 points. September now prices the next move.
A 76% operating margin and the stock still closed down 12%. Polymarket prices a ceasefire near 60% and the strait reopening near 10%.
Jul 28, 2026
Dow gained 560 points. Oil fell 4.4%. Micron and AMD sank again. July still prices a hold, but September hike odds rose.
Samsung fell over 13%. Seoul halted trading for twenty minutes. Brent slid a third session. Polymarket still prices a July hold near 75%.
Jul 27, 2026
WTI fell 7.8%. Nasdaq still slipped. AMD and ASML sold off. Warsh’s Wednesday press conference now has to define the oil shock.
Brent fell below $86. The 10-year eased to 4.64%. A rate hike still sits on Wednesday's table. The relief lands in earnings week.
Jul 26, 2026
6 min read
The Fed decides Wednesday. PCE and GDP land Thursday. Apple, Amazon, Meta, Robinhood, Coinbase, and Chevron test whether cash flow can outrun the cost stack.
Jul 25, 2026
AI growth arrived and still sold. Brent broke $100. September priced a hike. Tariffs turned durable. The market stopped paying for proof without payback.
Jul 24, 2026
Brent pulled back on Pakistan-led talks. Nasdaq still fell. Intel and Micron sold off. September hike odds moved above 50%.
Section 122 expired overnight. New duties on sixty trading partners took effect at 12:01 ET. Brent slid on the energy carve-out. Yields held near 4.7%.
Jul 23, 2026
Brent topped $100. Nasdaq fell 2.5%. Alphabet raised capex again. Tesla dropped 14%. September now prices a hike.
Alphabet grew cloud over 80% and still slid on capex. Tesla revenue rose more than 25% and missed. No 2026 cuts sit near 80%.
Jul 22, 2026
Oil rose 3.1%. Nasdaq slipped. Super Micro jumped on orders. July still looks like a hold, but September now prices a hike.
Brent cleared $92 on an eleventh night of strikes. Gold topped $4,100. A July hold sits near 85%. The hike risk migrated to fall.
Jul 21, 2026
Nasdaq gained 1.3%. Micron jumped 12%. Oil rose again as Hormuz and the Red Sea stayed hot. Earnings carried the day.
WTI holds near $82 as strikes reach day 10 and a new Houthi front opens. Yields eased toward 4.5%. Megacap earnings land midweek.
Jul 20, 2026
Nasdaq dropped slightly. Oil closed above $83. Brent held near $89. Strategy jumped with bitcoin. Hormuz traffic odds stayed weak.
Two Chinese frontier models in a week. Brent touched $90 before fading on Iran talks. Korea's chip index entered a bear market. Futures rose anyway.
Jul 19, 2026
Google opens the demand side of AI. Intel opens the supply side. The data calendar goes light. Capital will decide who still earns the premium and who joins the reset.
Jul 18, 2026
CPI cooled twice. TSMC raised capex and got sold. Netflix beat and lost 8%. The AI trade split into two markets with no rate cut to save either.
