Tracking the Trade Weekly Market Review

Week in review of the events impacting the markets

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Jul 28, 2026

Nvidia Lost $250 Billion Trying to Spend $250 Billion

The S&P closed flat. That is the most dishonest number on the board.

Jul 27, 2026

The Week Ahead: The Verdict Comes Before the Evidence

Fed decides Wednesday. Inflation lands on Thursday. Four of the biggest companies report in between.

Jul 26, 2026

Your Air Conditioner Was Invented for Paper. You Were the Accident.

In 1902 a Brooklyn print shop couldn't get the colors to line up. The fix accidentally built the American Sun Belt.

Jul 25, 2026

Week In Review: The Miners Went Broke. The Guy Selling Shovels Bought a Mansion.

Big Tech promised to spend even more on AI. The market cheered for the people holding the shovels.

Jul 24, 2026

The Market Started Auditing the Dream

Alphabet spent and got punished. Tesla spent and got its books opened. Intel spent and got a parade. Receipts matter now.

Jul 23, 2026

The Caterers Got Paid. The Hosts Got the Bill.

Chips ran green while the platforms bankrolling them slipped. Then Alphabet raised its AI tab to $205 billion after the bell, and everyone remembered who's actually paying for this party.

Jul 22, 2026

Memory Threw a Parade. Big Tech Watched From the Curb.

One Morgan Stanley note put 12% on Micron. Microsoft, Alphabet, Amazon and Meta all closed red. Same sector, opposite days.

Jul 21, 2026

Every Rally Now Has a Curfew

Stocks gapped up like the weekend had fixed something. By the close, everything was home early and grounded.