Bo Nichols

Amazon Proved the AI Trade. Apple Lost $350 Billion. Iran Expanded the War. Bitcoin Slipped Below $63,000.

Jul 31, 2026

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5 min read

Amazon Proved the AI Trade. Apple Lost $350 Billion. Iran Expanded the War. Bitcoin Slipped Below $63,000.

Amazon surged 15% after AWS grew 37%. Apple lost more than $350 billion despite beating earnings. Iran widened attacks across the Gulf. Bitcoin slipped below $63,000 even as ETF inflows returned.

Dio Pouerie, +1

KOSPI Surged 16%. Amazon's Cloud Beat the Bar. Apple Missed the Guide. Bitcoin Holds $65,000.

Jul 31, 2026

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5 min read

KOSPI Surged 16%. Amazon's Cloud Beat the Bar. Apple Missed the Guide. Bitcoin Holds $65,000.

South Korea's KOSPI surged and triggered a trading halt. AWS grew 37% to $42.2 billion. Apple beat on revenue but warned of supply constraints. Bitcoin held near $65,000 as Strategy absorbed an $8.2 billion unrealized loss. ExxonMobil and Chevron report before the open.

Dio Pouerie, +1

Microsoft Paid for the Buildout. Meta Failed the Cash Test. Chips Snapped Back. The Receipt the Market Needed.

Jul 30, 2026

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5 min read

Microsoft Paid for the Buildout. Meta Failed the Cash Test. Chips Snapped Back. The Receipt the Market Needed.

The Nasdaq jumped 2.5% after Microsoft proved AI spending is producing revenue. Amazon followed with booming AWS growth. Apple beat on iPhone strength but slipped after services missed. GDP slowed, yet inflation stayed well above the Fed's target.

Dio Pouerie, +1

Fed Held. Market Sold. Microsoft Saved the Night. Samsung Posted the Biggest Chip Profit in History.

Jul 30, 2026

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5 min read

Fed Held. Market Sold. Microsoft Saved the Night. Samsung Posted the Biggest Chip Profit in History.

The Fed held rates at 3.50% to 3.75% with three officials voting for a hike. Microsoft surged after strong Azure growth. Meta raised its 2026 capex floor to $135 billion after missing EPS. Apple and Amazon report after the close today.

Dio Pouerie, +1

The Fed Held and Split. Oil Surged. Meta Burned Cash. Microsoft Answered the AI Question.

Jul 29, 2026

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4 min read

The Fed Held and Split. Oil Surged. Meta Burned Cash. Microsoft Answered the AI Question.

The Fed held rates in a 9-3 vote as three officials backed a hike. The Dow suffered its worst day since April 2025. Oil jumped more than 7% after renewed U.S.-Iran tensions. Microsoft delivered strong cloud growth while Meta disappointed on cash flow.

Dio Pouerie, +1

Iran Attacked U.S. Forces. Oil Snapped Back. The Fed Decides Today. Big Tech Opens Its Books Tonight.

Jul 29, 2026

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4 min read

Iran Attacked U.S. Forces. Oil Snapped Back. The Fed Decides Today. Big Tech Opens Its Books Tonight.

Iran launched ballistic missiles at U.S. forces overnight, ending a three-day drop in oil. The Fed announces its decision today. Microsoft and Meta report after the close. Bitcoin slipped toward $63,500 after the Senate delayed the CLARITY Act.

Dio Pouerie, +1

Dow Rotated Higher. Oil Broke Below $85. Apple Touched $5 Trillion. The AI Trade Found a New Leader.

Jul 28, 2026

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4 min read

Dow Rotated Higher. Oil Broke Below $85. Apple Touched $5 Trillion. The AI Trade Found a New Leader.

The Dow gained 624 points as investors bought industrials, health care, and consumer staples. Brent fell to $84.09 as Hormuz diplomacy continued. Apple briefly reached a $5 trillion market value. Bitcoin slipped below $63,000 before recovering. The Fed decision arrives Wednesday.

Dio Pouerie, +1

Seoul Triggered a Circuit Breaker. Oil Fell Below $88. Bitcoin Dropped to $63,000. The Fed Opens Its Meeting Today.

Jul 28, 2026

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4 min read

Seoul Triggered a Circuit Breaker. Oil Fell Below $88. Bitcoin Dropped to $63,000. The Fed Opens Its Meeting Today.

South Korea's KOSPI plunged 10.8% and triggered a circuit breaker after China's CXMT surged in its market debut. Brent fell below $88 as the U.S.-Iran pause entered a third day. Bitcoin traded near $63,173. The Fed begins its two-day meeting today.

Dio Pouerie, +1

Oil Lost the Premium. Chips Lost the Bid. Bitcoin Held $65,000. The Rally Without Its Alibi.

Jul 27, 2026

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4 min read

Oil Lost the Premium. Chips Lost the Bid. Bitcoin Held $65,000. The Rally Without Its Alibi.

Brent fell 8.6% to $88.49 as the U.S. and Iran paused strikes. The Dow gained 221 points, but the Nasdaq slipped as semiconductors sold off. China’s CXMT surged 466% in its debut. Bitcoin held near $64,900 while Hormuz remained closed.

Dio Pouerie, +1

Iran Paused. Oil Fell 7%. Bitcoin Hit $65,000. The Biggest Earnings Week of the Year Begins.

Jul 27, 2026

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4 min read

Iran Paused. Oil Fell 7%. Bitcoin Hit $65,000. The Biggest Earnings Week of the Year Begins.

The U.S. and Iran both paused strikes over the weekend, sending Brent crude down more than 7% to about $92. Bitcoin climbed above $65,000. Meta, Microsoft, Apple, and Amazon report over the next 48 hours as the Fed meets Tuesday and Wednesday.

Dio Pouerie, +1

The Week the Rest of Big Tech Reports Into a Live Fed Decision

Jul 26, 2026

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5 min read

The Week the Rest of Big Tech Reports Into a Live Fed Decision

The Fed decides Tuesday and Wednesday with oil above $100 and September hike odds near 80 percent. Amazon, Meta, and Microsoft report into the split Alphabet and Tesla created. Zcash's Ironwood upgrade and Moonshot's full model release both land Monday and Tuesday.

Dio Pouerie, +1

The Week Oil Broke $100 and AI Proved It Has a Price

Jul 25, 2026

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6 min read

The Week Oil Broke $100 and AI Proved It Has a Price

Brent settled above $100 as Houthi attacks hit both Hormuz and the Saudi bypass route. Alphabet and Tesla proved AI demand is real and expensive. Intel broke the pattern by turning spending into revenue. Bitcoin held near $65,000 even as the Magnificent Seven lost $800 billion in one day.

Dio Pouerie, +1

Oil Cooled. Chips Sold Off. Tariffs Went Live. The Relief the Market Did Not Trust.

Jul 24, 2026

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3 min read

Oil Cooled. Chips Sold Off. Tariffs Went Live. The Relief the Market Did Not Trust.

Brent fell below $97 after reports Pakistan is exploring new U.S.-Iran talks with China's support. The Nasdaq lost 0.6% as chip stocks fell again. New Section 301 tariffs took effect overnight. Bitcoin held near $64,100 as ETF inflows reversed.

Dio Pouerie, +1

Wall Street's Worst Day in a Month. Brent Hit $100. Tariffs Go Live This Morning. Bitcoin Slips on the Risk-Off Tape.

Jul 24, 2026

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4 min read

Wall Street's Worst Day in a Month. Brent Hit $100. Tariffs Go Live This Morning. Bitcoin Slips on the Risk-Off Tape.

The Magnificent Seven lost about $800 billion in market value Thursday. Brent crude touched $100 before pulling back. New Section 301 tariffs took effect overnight. Bitcoin slipped toward $65,000. The next five days bring the Fed, plus earnings from Amazon, Meta, and Microsoft.

Dio Pouerie, +1

Oil Broke $100. Alphabet Burned Cash. Tesla Slid. The AI Trade Hit the Cost Wall.

Jul 23, 2026

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4 min read

Oil Broke $100. Alphabet Burned Cash. Tesla Slid. The AI Trade Hit the Cost Wall.

Brent topped $100. The Nasdaq fell 2.3%. Alphabet raised AI spending again. Tesla dropped 14% after negative free cash flow. Intel showed AI demand is still growing.

Dio Pouerie, +1

Alphabet Raised Capex to $205 Billion. Tesla's Margin Fell to 1.4%. Oil Broke $94. Intel Reports Tonight.

Jul 23, 2026

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4 min read

Alphabet Raised Capex to $205 Billion. Tesla's Margin Fell to 1.4%. Oil Broke $94. Intel Reports Tonight.

Alphabet beat on revenue and lifted AI spending to as much as $205 billion. Tesla posted record revenue but saw margins fall to 1.4%. Brent crude climbed above $94 after an eleventh straight night of U.S. strikes on Iran. Intel reports after today's close.

Dio Pouerie, +1

Oil Wins the Day. Alphabet Delivered. Tesla Burned Cash. The AI Rally Faces Its Biggest Test.

Jul 22, 2026

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4 min read

Oil Wins the Day. Alphabet Delivered. Tesla Burned Cash. The AI Rally Faces Its Biggest Test.

Brent crude rose above $94 after an 11th straight night of U.S. strikes on Iran. Alphabet beat expectations with 82% cloud growth. Tesla missed profit estimates as AI spending pushed free cash flow negative. The Senate moved the Clarity Act one step closer to a vote.

Dio Pouerie, +1

Kospi Jumped 5%. Oil Slipped to $89. Bitcoin Cleared $66,000. Alphabet and Tesla Report Tonight.

Jul 22, 2026

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4 min read

Kospi Jumped 5%. Oil Slipped to $89. Bitcoin Cleared $66,000. Alphabet and Tesla Report Tonight.

The S&P 500 closed at 7,509 as chipmakers powered a 1.2% Nasdaq gain. Brent crude eased toward $89. Bitcoin cleared $66,000 for the first time since June 17 on a fifth straight day of spot ETF inflows. Alphabet and Tesla report after today’s close.

Dio Pouerie, +1

Chips Rebounded. Oil Hit Five-Week Highs. Coinbase Jumped 11%. The Tape Chose Earnings Over War.

Jul 21, 2026

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4 min read

Chips Rebounded. Oil Hit Five-Week Highs. Coinbase Jumped 11%. The Tape Chose Earnings Over War.

The S&P 500 rose 0.86% as semiconductor stocks extended their rebound and strong earnings pulled investors back into risk. Oil stayed near $90 after a tenth night of U.S. strikes on Iran. Coinbase surged as traders positioned for a crypto comeback.

Dio Pouerie, +1

Chip Stocks Clawed Back Ground. Oil Slipped to $88. Bitcoin Held $64,700. Earnings Season's Biggest Week Begins.

Jul 21, 2026

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4 min read

Chip Stocks Clawed Back Ground. Oil Slipped to $88. Bitcoin Held $64,700. Earnings Season's Biggest Week Begins.

Asian stocks rose for the first time in four days. Brent crude eased below $88 as U.S. strikes on Iran entered a tenth night. Bitcoin held near $64,700 as spot ETFs posted a second straight week of inflows. Tesla and Alphabet now face the AI trade's biggest earnings test of the summer.

Dio Pouerie, +1

Chips Rebounded. Oil Stayed High. Bitcoin Reclaimed $65,000. The Market Still Trades the War.

Jul 20, 2026

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4 min read

Chips Rebounded. Oil Stayed High. Bitcoin Reclaimed $65,000. The Market Still Trades the War.

Semiconductor stocks bounced after last week's selloff. Brent briefly traded above $90 before closing below it as Iran left the door open to talks. Bitcoin climbed above $65,000 while crypto legislation moved closer to a vote.

Dio Pouerie, +1

Iran Strikes Hit a Ninth Night. Oil Broke $90. Kospi Sank 4.9%. Bitcoin Held $64,000.

Jul 20, 2026

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4 min read

Iran Strikes Hit a Ninth Night. Oil Broke $90. Kospi Sank 4.9%. Bitcoin Held $64,000.

Brent crude climbed to $90 as U.S. strikes on Iran entered a ninth straight night. Asian chip stocks fell after Taiwan Semiconductor's new $100 billion U.S. expansion plan. Bitcoin held above $64,000 even after the GENIUS Act missed its stablecoin rulemaking deadline.

Dio Pouerie, +1

Jul 19, 2026

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7 min read

The Week AI Has to Earn Its Valuation

Alphabet and Tesla report Wednesday. Intel follows Thursday. GE Vernova tests the AI power buildout. General Motors and Capital One test the consumer. The ECB decides rates Thursday. Bitcoin enters the week near $64,700 as Ether extends its outperformance.

Dio Pouerie, +1

The Week Good News Stopped Being Good Enough.

Jul 18, 2026

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6 min read

The Week Good News Stopped Being Good Enough.

CPI cooled to 3.5%, the biggest monthly drop since 2020. Big banks beat. Yet TSMC sold off on a $60 to $64 billion capex raise. IBM fell 25% on its worst day ever. Netflix dropped 9% despite an earnings beat. Warsh defended Fed independence. Bitcoin held near $64,700 as Ether gained 11%.

Dio Pouerie, +1

AI Selling Spread. Oil Climbed Again. Bitcoin Lost $63K. The Market Stopped Trusting the AI Premium.

Jul 17, 2026

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4 min read

AI Selling Spread. Oil Climbed Again. Bitcoin Lost $63K. The Market Stopped Trusting the AI Premium.

Chip stocks led another selloff as AI competition and rising spending raised new questions. Oil climbed as Hormuz traffic fell further. Bitcoin slipped toward $63,000 while institutional demand stayed weak.

Dio Pouerie, +1