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Jul 15, 2026
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6 min read
ASML raised guidance. Morgan Stanley reports. AI bank boom grows. UAE gets AI chips. Data centers crowd out factories. CoreWeave eyes memory hedges.
Jul 14, 2026
Markets welcomed cooler inflation and blockbuster bank earnings. IBM paid the price for AI capex shifts. Trump dropped the toll. DeepSeek accelerated.
5 min read
Energy shocks return as oil hits $80. CPI and bank earnings arrive. The SPR is depleted. Media merger heads to court. AI spending keeps climbing.
Jul 13, 2026
Oil spikes on Iran tensions. Wall Street banks report. Meta raises its AI bet. TSMC stays sold out. SpaceX enters a critical week.
SK Hynix stumbled after its blockbuster debut, oil surged, Warsh faced a defining week, AI debt met resistance, and Apple redrew the AI device battle.
Jul 12, 2026
7 min read
The Week the Economy Has to Back Up the Market