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Markets popped champagne today as the S&P 500 and Nasdaq tagged fresh highs ā with AI, chips, and memes leading the parade.
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$TSMC confirmed the AI boom is alive and pumping š„
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$PEP proved the U.S. consumer still swipes š
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Retail sales + jobless claims crushed expectations
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Powell scare? Over for now⦠but heās not off the grid
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Meme mania is back ā $OPEN up nearly 200% in a month
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Uber + Lucid announced a robotaxi revolution
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Congress inches closer to passing stablecoin regulation
š Traders ā the Fedās quiet, but the tape is LOUD. Whale flows are stacking both long tech and hedging indexes. Donāt sleep.
Next up:
šŗ Netflix earnings tonight
š§¾ Consumer sentiment Friday
š„ FOMC July 31
Drop your top trade below. Letās ride. š
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