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Jul 21, 2026
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5 min read
Dimon won't buy stocks or bonds. Oracle's credit risk hit an 18-year high. Chinese AI is splitting the White House. Alphabet reports tomorrow into all of it.
Jul 20, 2026
Hedge funds dumped tech at record pace, AMD just challenged Nvidia with Microsoft on board, and the AI debt machine keeps running even as equity markets wobble.
6 min read
Alphabet, Tesla, and Intel now carry the AI trade. Oil risks remain elevated, SpaceX is sliding, and Wall Street's private credit machine is facing scrutiny.
Jul 19, 2026
The Week the Price Gets Tested
Jul 18, 2026
The Week the AI Trade Got a Price Tag
Jul 17, 2026
AI's biggest rally met its first real reset as semiconductors entered a bear market and investors questioned what comes next for the buildout.