Jul 23, 2026
Alphabet and Tesla revived doubts over AI spending just as Brent crossed $100, leaving equities to absorb both higher capex risk and a renewed inflation shock.
Jul 22, 2026
Energy risk moved back to the centre of the market as Red Sea threats lifted crude, while investors waited for Alphabet and Tesla to defend the AI earnings story.
Jul 21, 2026
Asian chip stocks bounced on ceasefire hopes and Europe found support from technology, but energy chokepoint risk and higher yields kept the rally dependent on oil.
Jul 20, 2026
Rising crude, gas and bond yields tightened financial conditions just as Alphabet, Intel and Tesla prepared to test whether AI profits can defend stretched valuations.
Jul 17, 2026
The semiconductor selloff deepened despite strong AI earnings, while renewed U.S.-Iran escalation pushed Brent to its highest level in more than a month.
