Weekly Roundup

The week's biggest sentiment movers, and which of last week's calls actually played out.

Weekly Roundup: Iran War, $100 Oil, and the Fed Hike Nobody Wants

A US-Iran war, oil flirting with $100, and a Fed rate hike nobody asked for. Here is everything that moved the needle this week.

Jul 28, 20263 min read

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weekly-roundup

Weekly Roundup: Tesla -14%, SMCI +24%, and the Mall Apocalypse Is Real

Tesla's worst day in a year, Super Micro's best week since May, oil above $97, and a mall in Alabama with no stores left. Weekly sentiment, unpacked.

Jul 26, 20263 min read

TSLASMCIGOOGAMD

weekly-roundup

Nvidia's $500B Korea Bet: Jensen Huang Goes All-In on AI

Nvidia just pledged $500B to South Korea and $1B to Naver. The AI arms race didn't pause for the war, it accelerated.

Jul 25, 20262 min read

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weekly-roundup

AI Capex War: How $205B in Spending Split the Market This Week

Alphabet crushed cloud estimates, Tesla torched margins, and $100 oil hit for the first time since May. The week in three acts: feast, famine, and fire.

Jul 24, 20263 min read

GOOGLTSLAINTCGM

weekly-roundup

Weekly Roundup: Tesla Misses, Alphabet Pops, War Sends Oil to $88

Tesla missed badly, Alphabet crushed cloud, oil hit $88, and 63% of Americans are broke. Here's everything that moved markets this week.

Jul 22, 20263 min read

GOOGLTSLAGEVSCHW

weekly-roundup

AMD's Helios vs Nvidia: The $5M AI Rack Fight Starts Now

AMD just unveiled a 7,000-lb, $5M AI rack it says outperforms Nvidia. The timing couldn't be more loaded.

Jul 22, 20262 min read

AMDNVDAMUINTC

weekly-roundup

GM ($GM) Pops the Hood on Q2 Beat, Hikes Outlook as Trucks and Cash Roar

GM beats Q2 EPS estimates, raises full-year outlook, and shrugs off auto drama, trucks are the new Teslas, apparently.

Jul 21, 20262 min read

weekly-roundup

PayPal ($PYPL) Pops 22% on Buyout Buzz, Is Stripe Really Coming to Town?

PayPal rockets on $60/share buyout rumors, but the board plays hard to get. Stripe, Advent, and every social media 'finfluencer' weigh in.

Jul 20, 20262 min read

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weekly-roundup

ASML ($ASML) Slides 5% as Europe Joins Global Chip Selloff

ASML and peers nosedive as investors panic over China’s cheap new AI models. Global chipmakers face their biggest rout since 2025.

Jul 19, 20261 min read

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weekly-roundup

Weekly Roundup: AI Frenzy Fizzles, Oil Surges as Chips Crash 17%

China's mega-AI model and Gulf chaos turn chips sour and oil spicy, a brutal week for tech, a feast for energy.

Jul 18, 20261 min read

NFLXUBERPPL

weekly-roundup

Semiconductors Slide 6% as China's Moonshot Spooks Wall Street

Semiconductors tank 6% after China's open-source Kimi model shocks markets. Is this the beginning of a new AI arms race, or just a great sale on chips?

Jul 18, 20261 min read

MUINTCAVGOAMD

weekly-roundup

Weekly Roundup: Earnings Boom, Iran War, and Wall Street's Wild Week

Banks crushed it, Abbott had its best day in 24 years, IBM face-planted, and the US and Iran traded actual bombs. Normal week.

Jul 16, 20261 min read

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