Jul 16, 2026
Narrow leadership, poor breadth, and key earnings set the stage for an important session.
Jul 15, 2026
AI infrastructure leads the rotation while space, drones, and defense stocks move back into focus.
Jul 14, 2026
Rising oil prices collide with today's CPI report as high-beta stocks approach major technical support.
Jul 13, 2026
Iran tensions, inflation data, and earnings season could determine the market's next major move.
Jul 10, 2026
AI infrastructure remains the leadership group, but today's rotation into SK Hynix could temporarily shift capital across the sector.
Jul 9, 2026
AI infrastructure is showing signs of a bottom, but the highest-conviction opportunities will come to those who remain patient and selective.
Jul 8, 2026
The rebound was encouraging, but the macro picture remains under pressure.
The Strait of Hormuz is back in focus, and energy could determine the next market move.
