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Four companies beat. Four stocks fell.

Four companies beat. Four stocks fell.

TSMC, Alphabet, Tesla, Intel — all beat estimates. All got sold. That's the pattern now.

Jul 24, 2026

Alphabet and Tesla both burned cash. Oil hit $100.

Alphabet and Tesla both burned cash. Oil hit $100.

Capex raised. Free cash flow negative. Brent crossed triple digits. The Nasdaq broke 25,000.

Jul 23, 2026

The market is holding its breath.

The market is holding its breath.

Oil at $93. Tariffs on Brazil. And the tape barely moved. Alphabet reports tonight.

Jul 22, 2026

88% beat. The economy doesn't care about $90 oil.

88% beat. The economy doesn't care about $90 oil.

3M raised guidance. GM raised guidance. All three indexes snapped a 3-day slide.

Jul 21, 2026

Oil touched $90. The chips bounced. It wasn't enough.

Oil touched $90. The chips bounced. It wasn't enough.

The SOX rallied 1.9% and all three indexes still closed red.

Jul 20, 2026

The SOX just entered a bear market.

The SOX just entered a bear market.

Down 20% from June. Worst week since the tariff crash. And China just showed up.

Jul 17, 2026

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