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weekly-roundup

The Week's Biggest Sentiment Winners: AI Splits, Boeing Flies, Amazon Hits $3T

Amazon joins the $3T club, Boeing finally gets its MAX 7 cert, and the Fed somehow made yields go up by holding rates steady. Week in review.

Aug 3, 20262 min read

AMZNGOOGLMSFTMSTR

weekly-roundup

Apple Missed Services, Lost China, and Still Fell 9%: Now What?

AAPL cratered while AMZN surged 17%. This week's earnings season drew a hard line between AI winners and everyone else.

Aug 2, 20263 min read

AAPLAMZNMSFT

weekly-roundup

Fed Holds at 3.5-3.75% But Three Hawks Voted to Hike: What's Next

Three Fed members voted to hike. 30-year yields hit their highest since 2007. Kevin Warsh just had the most complicated debut of any Fed chair in recent memory.

Jul 31, 20262 min read

AMZNMSFTAAPLMETA

weekly-roundup

Microsoft $MSFT Azure Hits $100B: The One Earnings Winner This Week

Azure grew 43%, Copilot hit 30M paid seats, and $MSFT rallied after hours. It was the only unambiguous win in a brutal earnings week.

Jul 30, 20262 min read

MSFTMETAQCOM

weekly-roundup

Rotation Out of Tech Into Dow Stocks: 5 Charts to Watch

Semis are getting crushed while Dow names pop. The broadening trade is back, and it's picking real winners and losers.

Jul 29, 20263 min read

MUAMDINTCWDC

weekly-roundup

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

JBSTSNHRLWDAY

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

NVDAMUINTCGOOG

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

GM