Wild week, strong finish.
The S&P 500 closed Friday at 7,489.72, up roughly 1 percent on the week. The Dow finished at 52,485.03, also up about 1 percent. The Nasdaq Composite added 1.6 percent to close at 25,373.85.
Under those gentle weekly numbers sat one of the more violent five-session stretches of the year, driven by the Fed decision, four Magnificent Seven prints, and a global chip rally that tripped trading halts in Seoul.
He's calling it "Project 2026" — and he's revealing the ONE ticker positioned to capture it all.
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The Story Beneath The Numbers
Big Tech carried the tape.
Microsoft rallied 15.51 percent Thursday on strong Azure numbers, adding roughly $450 billion in market value in one session. That is the largest single-day dollar gain in stock market history.
Amazon jumped 15 percent Friday after cloud revenue accelerated for a fifth straight quarter. Meta and Alphabet also topped estimates midweek.
Apple was the lone loser of the group, falling 7 percent Friday on soft Services revenue and weak China sales. The four hyperscalers now guide combined 2026 AI capex at $720 to $745 billion, and the market read that as bullish rather than bloated.
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.. the man who picked Bitcoin, Tesla, and Nvidia before they exploded higher. Or read more below.
Macro Pulse
The Fed held rates steady Wednesday.
The 10-year Treasury yield climbed to 4.73 percent, the highest reading since January 2025. Samsung posted a record Q2 with operating profit up 1,814 percent year over year on AI memory demand, sending South Korea’s Kospi up 14 percent Friday and forcing trading halts.
Oil stayed volatile as the Iran ceasefire wobbled again. Brent finished the week near $90 per barrel, WTI near $85. July closes with the Dow up 0.3 percent (fourth straight monthly gain), the S&P 500 down 0.1 percent, and the Nasdaq off 3.2 percent.
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The Week Ahead
Earnings continue with the second wave of large caps.
The July nonfarm payrolls report drops Friday, August 8. ISM Manufacturing on Monday. August seasonality historically weakens after the first two weeks.
Today, Billionaire trader Ray Dalio has made more money for his clients than any hedge fund manager in history.
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Bottom Line
A record from Microsoft, a $5 trillion moment from Apple that did not hold, a Kospi halt on the way up, and a 10-year yield at multi-year highs.
That is a market showing you both extraordinary strength and extraordinary stress in the same week.
The takeaway is not to celebrate or panic. It is to notice that leadership has narrowed again.
Best
-Greg
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