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Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.

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Texas Instruments Is Up ~64% This Year. July 22 Is the Proof Point.

Market Spectator July 21, 2026

Industrial recovery plus AI power demand is an unusual combination for a chip company nobody was watching.

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Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.

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Salesforce Is Down About 53% From Its High. The AI Agent Business Just Hit $1.2 Billion.

Market Spectator July 20, 2026

The market is pricing in failure. The data is telling a different story.

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GameStop Just Crossed 9.8% of eBay. Ryan Cohen Is Not Stopping.

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GameStop Just Crossed 9.8% of eBay. Ryan Cohen Is Not Stopping.

Market Spectator July 18, 2026

eBay rejected the bid. GME kept buying anyway.

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MSFT Is Down ~30% From Its High and Reports July 29

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MSFT Is Down ~30% From Its High and Reports July 29

Market Spectator July 11, 2026

Azure grew 40% last quarter. The stock is trading like it didn't.

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Exxon vs. Chevron. One Reports July 24. One Reports July 31.

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Exxon vs. Chevron. One Reports July 24. One Reports July 31.

Market Spectator July 8, 2026

Both energy giants beat in Q1. The Q2 call is where the real story gets told.

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Every Factory Being Built Right Now Needs to See

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Every Factory Being Built Right Now Needs to See

Market Spectator July 7, 2026

The reshoring wave just created a hidden toll booth nobody is watching.

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Datadog Just Crossed $1 Billion in a Quarter. The Market Is Pricing the Wrong Story.

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Datadog Just Crossed $1 Billion in a Quarter. The Market Is Pricing the Wrong Story.

Market Spectator July 6, 2026

DDOG is up 95% year-to-date. The real question is what the August 6 report actually reveals.

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

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

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

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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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