Trump canceled the strikes. Oil fell 6%. ISM beat by a mile. The narrative flipped in one weekend.
Aug 3, 2026
AMZN +13%. AAPL −7%. Korea +18%. The month that broke the AI trade — and rebuilt it.
Jul 31, 2026
MSFT +15%, record value gain. META −9%, free cash flow down 91%. Same AI trade. Two different answers.
Jul 30, 2026
30-year yield hit 5.21% — highest since 2007. Three officials wanted to hike. The Dow lost 1,153 points.
Jul 29, 2026
Sherwin-Williams +8%. Coca-Cola +5%. Micron −10%. Two markets in one tape.
Jul 28, 2026
Oil dropped 7%. The best headline in two weeks. And AMD lost 8%.
Jul 27, 2026
