Jul 30, 2026
Microsoft gave investors proof that AI spending can still earn a reward, but long-end yields surged as the Fed’s divided hold left inflation risk unresolved.
Jul 29, 2026
A sixfold profit surge failed to stop another Korean chip selloff, while higher oil and an uncertain Fed decision left markets waiting for Microsoft and Meta.
Jul 28, 2026
Brent fell sharply as U.S.-Iran diplomacy improved, but South Korea’s circuit breaker and rising AI credit stress kept investors focused on funding, margins and the Fed.
Jul 27, 2026
A sharp crude reversal eased inflation pressure and lifted cyclicals, but chip weakness and Fed uncertainty kept investors focused on AI spending rather than the peace headlines.
Jul 24, 2026
Brent slipped back from $100 and Europe found some support from earnings, yet elevated yields and AI cash-burn concerns kept the week’s risk reset intact.
