Will you be surprised to learn that US market actually rose to close off July 2026 ? I was. For the week ending 31 Jul 2026, all 3 composite indexes rose ending the week on a ‘high’. (see below) For the week: DJIA: +1.04% (+311.31 to 52,485.03). S&P 500: +1.05% (+25.52 to 7,489.72). Nasdaq: +1.59% (+137.67 to 25,373.85). Key Factors. Key factors that impacted US market included: (1) Tech titans’ quarterly earnings. 4 of 7 "Mag 7" members namely, $Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Amazon.com(AMZN)$ and $Apple(AAPL)$ all reported earnings within a 48-hour window. MSFT & AMZN supported the market, whi
Weekly:Stocks Rebound, Fed Dissents, Yields Hit 2007 Highs, Earnings Crush
Last Week's Recap Market Digest: Stocks Rebound, Fed Dissents, Yields Hit 2007 Highs, Earnings Crush Inching back up — Strong earnings lifted the three major U.S. indexes to gains of 1% to nearly 2%, largely offsetting the prior week's modest declines. All three remained below record levels set over the past two months. Fed dissents — Stocks fell sharply Wednesday as medium- to long-term yields surged post-FOMC. The Fed held rates steady, but three voting members dissented, preferring to lift rates. Historically high yields — 30-year Treasury yield climbed above 5.20% Wednesday (near highest since 2007), reaching 5.25% by Friday. The 10-year rose to 4.71%, highest in 18+ months. Earnings surge — S&P 500 Q2 earnings growth forecast jumped to 47.4% (from 38.0%), per FactSet—if realized,
GOLD: The Candlestick Chart Shows a Wide-range Consolidation at High Levels
Hello everyone! Today i want to share some macro analysis with you! 1 Technical Analysis: On the H1 chart for gold, the candlestick chart shows a wide-range consolidation at high levels! Price Structure (Range-Bound Trading): Judging from the overall trend recently (from late July to present), gold has been trading sideways within a clearly defined wide trading range. Upper Resistance Zone: Main resistance is found at 4100 – 4144 (near the plateau high shown in the chart). Support Zone: There is extremely strong buying support near 4000 – 4022 (where the price has bounced off the bottom multiple times). Since neither bullish nor bearish momentum has achieved a structural breakout today, the price is highly likely to continue consolidating and adjusting within the core range of 4030 – 4100,
Hello everyone! Today i want to share some technical analysis with you! 1 🚨 Bond prices are breaking down to levels not seen since 2004 as the market abandons hopes of near-term rate cuts by the Fed 😬 $iShares 20+ Year Treasury Bond ETF(TLT)$ 2 Fewer red streaks and longer green ones since the bottom in 2024 👀 $Rivian Automotive, Inc.(RIVN)$ 3 Right as one of the largest leveraged buyers is forced to sell most of his position, $Bloom Energy Corp(BE)$ looks to carve a bottom... 🌶️ 4 Drawing interest $Visa(V)$ 5 The last 4 times Oracle
$SMH Nears $504 Support, $AMD Faces Earnings, $AAPL Tries to Repair a Broken Trend
Three charts caught my attention heading into this week. The semiconductor trade is approaching another key test, while $AAPL is beginning to show signs of a longer rebuilding phase after its recent reversal. Here's what I'm watching on $SMH, $AMD, and $AAPL. 1. $VanEck Semiconductor ETF(SMH)$ Price action reversed on Friday from the 20 day moving average for the third time recently. If the move repeats its previous sequence, the lower Bollinger Band is the destination once again, resting today at $504. Different this time? 2. $Advanced Micro Devices(AMD)$ AMD earnings this week. The rally faded last Friday when the price faced rejection at the 20 daily moving average. Decline to the lower band and bounce a
$Amazon.com(AMZN)$ Amazon rose strongly last week mainly because its quarterly earnings were much better than investors expected, especially in its cloud and AI businesses. The biggest reasons were: * AWS (Amazon Web Services) accelerated growth. AWS revenue increased 37% year-over-year, its fastest growth in more than four years. This reassured investors that Amazon is benefiting from the AI boom. * AI demand remains very strong. CEO Andy Jassy said demand for AI infrastructure continues to exceed Amazon’s available capacity, and the company increased its planned AI and data center investment for the year. Investors interpreted this as confidence in future growth rather than a warning. * Earnings beat expectations by a wide margin. Amazon reporte
AMD Fiscal Q2 2026 Earnings Preview: AI Accelerator Expansion, Data Center Dominance, and Short-Term Trading Setup
$Advanced Micro Devices(AMD)$ reports its fiscal Q2 2026 financial results on Tuesday, August 4, 2026, after the market close (AMC). Driven by escalating demand for AI server processors and enterprise infrastructure, AMD enters this print following a strong Q1 performance. Here is a comprehensive preview of expectations, core metrics to track, and short-term trading setups around the release. Wall Street Expectations & Guidance Baseline Key Metrics Investors Should Watch A. Data Center & AI Accelerator Ramp (The Main Engine) Instinct AI GPU Revenue & Commitments: Look for commentary on shipments of the Instinct MI325X / MI355X series and early deployment progress on custom silicon initiatives (such as Meta's multi-gigawatt engagement wi
The final week of July 2026 was a dramatic, high-stakes rollercoaster on Wall Street as expected. After navigating sharp sector swings, a highly divided Federal Reserve meeting, and heavy macroeconomic data, a late-week short squeeze in technology enabled the broad market to claw back into positive territory for the week. Many storms were anticipated last week in this publication, with each day bringing its own unique set of volatility drivers: 1. The Federal Reserve: A Hawkish Hold The Federal Reserve took center stage on Wednesday, voting 9–3 to leave its benchmark interest rate unchanged in the 3.50% to 3.75% range. However, the decision was far more hawkish than anticipated. Three regional Fed presidents dissented, voting instead for an immediate 25-basis-point interest rate hike due t
Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin
🇸🇬 options puppy Beginner’s Guide to the Singapore STI ETF (Part 1)
Why I Chose the Amova Singapore STI ETF (G3B) and Why It Is Perfect for Tiger Auto Invest When I first started investing, I quickly realized that trying to pick individual winning stocks was much harder than it looked. Some companies perform well while others disappoint, and predicting which stock will outperform over the next ten or twenty years is never easy. Instead of trying to guess the next winner, I wanted something simple, diversified, and suitable for long-term investing. That is why I became interested in the Amova Singapore STI ETF (SGX: G3B). Rather than buying just one Singapore company, this ETF allows me to own many of Singapore’s biggest and strongest businesses with a single investment. It is especially suitable for beginners because it removes much of the stress of select
U Power Hydro Data Joint Venture Receives "Data Center Power & Energy Solution" Recognition at DIF Awards 2026 in Thailand
BANGKOK, June 1, 2026 - U Power Limited (Nasdaq: UCAR) ("U Power" or the "Company"), a provider of AI-integrated solutions for next-generation energy grids and intelligent transportation systems, building on its proprietary UOTTA™ electric vehicle ("EV") battery-swapping technology, today announced that Hydro Data Limited, a U Power-controlled joint venture established in May 2026 with Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. ("Guofu Hydrogen Energy") and Cloud Digital Chain Limited to develop AI-driven, hydrogen-based integrated energy solutions for data centers, initially in Thailand and with plans for global expansion (the "Hydro Data JV"), has been named the recipient of the 2026 "Data Center Power & Energy Solution" Digital Infrastructure Forum Award (the "DIF Award"
Economic Preview: Key Data Releases (week of 03Aug2026) Key macroeconomic releases in the coming week will provide important signals on growth, inflation, labour-market conditions, and energy demand. Manufacturing and Inflation Indicators The S&P Global Manufacturing PMI for July is expected at 53.8, indicating continued expansion in global manufacturing activity. The ISM Manufacturing PMI and ISM Manufacturing Prices Index for July will also be released. The previous ISM Manufacturing Prices reading of 73.0 pointed to inflationary pressure, which could eventually be passed on to consumers. Labour-Market Data Several labour-market indicators will be closely watched by the Federal Reserve ahead of its upcoming interest-rate decision: JOLTS job openings for June will be announced, follow
TACO Bell Tolls: How To Trade Geopolitical Rollercoaster With XLE, IAU & SPYM ETFs
🌟🌟🌟 The market has just experienced a massive dose of political whiplash, but for smart investors this chaotic TACO routine is actually a perfect cue to keep buying your favourite funds. When President Trump threatened massive military strikes on Iran and then suddenly hit the pause button, he triggered a classic market freak out. For every day investors especially new ones, trying to time these wild political mood swings is a Fool's errand. Instead of panicking, the best strategy now is to quietly, automatically keep investing by using a dollar cost averaging approach into 3 ETFs : XLE, IAU and SPYM. Here is the humorous no nonsense breakdown of why sticking to your DCA plan for these 3 ETFs is the ultimate financial superpower right now. 1.
Intel +11%: The Foundry Toolkit Is Real. The Question Is Whether Customers Follow.
The uncomfortable truth first: Intel has now surged more than 300% from its 2025 low of $17.67, hit an all-time high of $142.32 in June, pulled back to the low $80s in July, and is now at $89 with this week's 11% move adding another leg. At every step of that run, the same debate has repeated. Is this a genuine foundry turnaround or a series of headline-driven pops on a business still losing money? Thursday's catalyst, the expansion of Intel's foundry toolchain for AI chip customers, is the latest entry in that debate. It is also one of the more substantive ones. Here is what actually happened. Intel expanded its purpose-built silicon business beyond networking and IPUs through the Fortinet Security Processor 6 collaboration. The company confirmed 18A-P has entered risk production on sched
Everyone Is Shorting SpaceX, The Unlock Could Become the Biggest Trap
$SpaceX(SPCX)$ is heading into its first major earnings event as a public company, and the market seems to have already picked a side. The trade looks obvious: Earnings arrive. Lockup expires. Early investors sell. Stock falls. That is exactly why the setup is interesting. Because when everyone is positioned for the same outcome, the biggest risk is often that the expected event has already been priced in. The stock has already absorbed a lot of fear $SPCX recently touched around $113, roughly 50% below its peak and below the original $135 IPO price. The first major unlock, representing around 20% of the float, is expected around the earnings period. Naturally, investors are focused on the potential selling pressure. Short interest has built as tr
37 Relative Strength Stocks Holding Above Every Major Moving Average
The market is still rewarding strength. While many stocks remain trapped below key technical levels, these 37 names are showing a different picture — trading above their major moving averages and maintaining strong relative momentum. The list spans multiple sectors, suggesting leadership is not concentrated in just one corner of the market. Communication & Hardware $Hewlett Packard Enterprise(HPE)$$Viasat(VSAT)$$Arista Networks(ANET)$$Everpure(P)$$Amphenol(APH)$ Healthcare & Medical $10x Genomics, Inc.(TXG)$
Earnings Week Heatmap 13 Stocks Facing Major Tests
13 stocks I'm focused on for earnings: MONDAY 1. $Palantir Technologies Inc.(PLTR)$ $123.06 — Reports Monday after close. Options price a 15% move on free cash flow guidance. TUESDAY 2. $Advanced Micro Devices(AMD)$ $476.15 — Tuesday print. Core Scientific 2.5 gigawatt deal makes AMD a credible $NVIDIA(NVDA)$ alternative. 3. $SpaceX(SPCX)$ $108.37 — First earnings Tuesday, then roughly a billion shares unlock Thursday. Supply is the story. Buying this play under $100 closer to $80. WEDNESDAY 4. $SanDisk Corp.(SNDK)$ $1,214.83 — NAND pricing is the tell. Forward PE near 7 after a
Are Markets Still Efficient When Trillion-Dollar Companies Swing 15% in a Day?
It’s an uncomfortable observation, but a necessary one: the idea of an efficient market starts looking shaky when companies valued in the trillions can move 10% to 15% in a single trading session. A double-digit swing in a $2 trillion to $3 trillion company represents hundreds of billions of dollars in market capitalization appearing or vanishing in a few hours—an amount equal to the entire valuation of legacy giants like Disney or Bank of America. It raises a fundamental question: **Is the market actually pricing new information about business fundamentals, or is it responding to the plumbing of modern capital flows?** 1. Context: What Is Actually Driving the Volatility? To understand why mega-caps move like small-cap growth stocks, we have to look at how modern market structure has
Reddit's Google-ectomy: Has AI Search Broken the Story… or Just the Share Price?
When a company delivers a blockbuster quarter yet suffers the largest one-day share price collapse in its history, I instinctively wonder whether the market has become more emotional than analytical. That is precisely where Reddit finds itself. The company reported an exceptional second quarter, comfortably beating expectations on both revenue and earnings, only for investors to focus almost exclusively on one uncomfortable admission: Google's AI-powered search is changing how people find Reddit. Suddenly, Wall Street has split into two camps. One sees an overreaction to a temporary headwind. The other sees the first crack in the foundations of a premium growth stock. Both arguments deserve to be heard. When direction changes faster than fundamentals A Quarter That Should Have Been a Victo