Week in review of the events impacting the markets
Jul 22, 2026
One Morgan Stanley note put 12% on Micron. Microsoft, Alphabet, Amazon and Meta all closed red. Same sector, opposite days.
Jul 21, 2026
Stocks gapped up like the weekend had fixed something. By the close, everything was home early and grounded.
Jul 20, 2026
Sentiment ripped, inflation expectations cooled, housing starts jumped 19%. Then a Chinese lab gave away a 2.8 trillion parameter model and none of it mattered.
The macro calendar took the week off. Now Big Tech has to explain itself without a hall pass.
Jul 19, 2026
A team of researchers left thousands of wallets at front desks around the world to see who'd give them back. Then they added money. Every model of human nature predicted disaster. Every model was wrong.
Jul 18, 2026
Tech spent a fortune building the future. Apple painted the shutters and won the week.
Jul 17, 2026
TSMC posted record profit, raised capex to $64 billion, and took the entire chip complex down with it. Demand was never the problem.
Jul 15, 2026
June inflation ran cold, the chip crowd threw a rave, and a shooting war is quietly jacking up the price of the fuel that made it all possible.
