US Market Pulse

• Dow jumps 550 points (+1.1%) on earnings beats from Sherwin-Williams, Coca-Cola and Boeing, while oil falls over 4%.
• Nasdaq-100 slides into...

Two sharply different takes on the semiconductor rout:

• JPMorgan calls the pullback healthy normalization after triple-digit semiconductor gains,...

Markets brace for Wednesday's Fed decision amid rising rate-hike odds.

• Hike odds at 29% for this meeting, with 90% chance rates end 2026 higher...

Wall Street opened cautiously Monday as S&P 500 and Nasdaq declined amid oil price jitters and anticipation for major tech earnings.

• Nvidia fell...

S&P 500 futures stayed little changed as oil prices rose about 4% to $82 following U.S. interception of Iranian ballistic missiles. Traders appear focused on the upcoming Fed decision rather than the geopolitical flare-up.

A recap of Tesla's Q2 earnings call is now available, covering highlights from the event.

Last week's S&P 500 and Nasdaq declines reflected three converging pressures.

• Iran escalation killed U.S. troops and widened Red Sea threats,...

Four Mag7 names—Microsoft, Meta, Apple, Amazon—report this week, representing 17% of the S&P 500 and 19.9% of QQQ.

Strategists see risk balanced as...

Pre-market surge as U.S.-Iran ceasefire reports sent oil prices plunging over 6%, lifting Nasdaq futures 1.5% and Dow/S&P futures 0.9%.

Early gains...

Oil's sharp drop after the U.S.-Iran pause cut inflation pressure and lifted markets.

• Oil plunged 6-7.5% below $90 a barrel on Monday
• Equities...

Roundhill Generative AI and Technology ETF (CHAT) has fallen 20% from its record high amid the tech sell-off, yet it still delivers a 40% year-to-date...

No significant updates today.

No significant updates today.

Market Structure Updates

• 🔥 24-Hour Trading Talks: SEC will hold a Sept. 17 roundtable to explore near-24-hour equity trading as NYSE proposes...

• Broad rotation evident: S&P 500 and Nasdaq fell on AI spending worries as real estate rose 2.3% and value sectors absorbed flows from crowded tech...

Markets face a packed week blending Fed policy risks, fresh economic data, and heavy tech earnings.

• Policy watch: FOMC expected to hold rates but...

Geopolitical tensions drove Brent to $101.16/bbl early Friday after 13 straight rounds of U.S. strikes in Iran, lifting energy names.

• Ovintiv...

The S&P 500's structural shift toward AI-enabled and asset-light businesses has driven earnings strength and market resilience, with AI firms now...

The SEC will host a Sept. 17 roundtable to examine near-24-hour U.S. stock trading, as NYSE proposes 22-hour sessions, Nasdaq targets 23-hour weekday...

US Market Pulse · Jul 24 Daily Digest

Sharp Market Declines

• 🔥 Major Indices Close Lower: The Dow fell 506.93 points (1%) to 51,711.65, S&P 500...