Market Spectator

AMD Is Up 27% Since Earnings. August 4 Is What Matters Now.

• Money

AMD Is Up 27% Since Earnings. August 4 Is What Matters Now.

Market Spectator July 5, 2026

A $11.2B revenue guide, a July AI event, and a data center business that just crossed a...

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Oil Just Fell Back to Pre-War Levels. The Real Trade Is Not Energy Stocks.

• Economy

Oil Just Fell Back to Pre-War Levels. The Real Trade Is Not Energy Stocks.

Market Spectator July 4, 2026

Crude is back near $68. The second-order beneficiaries of that collapse are hiding in plain sight.

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Netflix Is Down 39% From Its High. The July 16 Number Changes Everything.

• Economy

Netflix Is Down 39% From Its High. The July 16 Number Changes Everything.

Market Spectator July 4, 2026

The ad tier is the new growth engine. The market hasn't figured out what it's worth yet.

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TSLA Delivered 480K Vehicles. The Stock Fell 6% Anyway.

• Money

TSLA Delivered 480K Vehicles. The Stock Fell 6% Anyway.

Market Spectator July 3, 2026

July 22 is the only date that matters now.

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Micron Just Posted the Biggest Quarter in Its History

• Business

Micron Just Posted the Biggest Quarter in Its History

Market Spectator July 3, 2026

Revenue nearly quadrupled year over year. The AI memory supercycle is just getting started.

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Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.

• Money

Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.

Market Spectator July 2, 2026

Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.

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Micron Just Printed the Most Explosive Quarter in Semiconductor History

• Money

Micron Just Printed the Most Explosive Quarter in Semiconductor History

Market Spectator July 2, 2026

The Q4 guide of $50B changes everything the market thought it knew about memory cycles.

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CAT Just Hit $1,063 and Is Expected to Report August 4. The Valuation Is Now the Biggest Risk on the Board.

• Money

CAT Just Hit $1,063 and Is Expected to Report August 4. The Valuation Is Now the Biggest Risk on the Board.

Market Spectator July 1, 2026

A record $63B backlog and surging Power & Energy demand can’t hide the fact that CAT is...

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MSFT Reports July 29. The Stock Is Down ~32% From Its High and Azure Is Growing 40%.

• Top News

MSFT Reports July 29. The Stock Is Down ~32% From Its High and Azure Is Growing 40%.

Market Spectator July 1, 2026

The $190 billion capex question is the only thing standing between Microsoft and a new record.

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Gold Just Gave Back Its Entire 2026 Gain. The Next Trade Is Not What You Think.

• Politics

Gold Just Gave Back Its Entire 2026 Gain. The Next Trade Is Not What You Think.

Market Spectator June 30, 2026

The precious metals crash has a second chapter nobody is pricing correctly.

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