Investors Are Looking at AI the Wrong Way
Investors are chasing yesterday's winners, but a new chapter has begun This morning (Friday), when the alarm buzzed, my first instinct wasn't to get out of bed. It was to hit snooze.
Market News
The 1-Minute Market Report, August 1, 2026
The Magnificent Seven stocks led a tech-driven rebound, powering a 1% weekly S&P 500 gain despite a Fed-induced midweek selloff. Consumer discretionary surged, signaling a possible broadening of market leadership beyond large-cap tech.
The Mag 7 Doesn't Exist Anymore: Pick The Winners, Sell The Losers
The Mag 7 have fractured into distinct stories, no longer moving as a single trade but diverging across strategy, funding, and earnings quality. The capex boom has entered a new phase, where the question is no longer who spends the most, but who actually earns a return on that spending.
Warsh Reportedly Considering Reducing Number of Fed Meetings
Federal Reserve Chairman Kevin Warsh is considering reducing the frequency of the central bank's scheduled policy meetings, the New York Times reported Friday. Warsh raised the proposal to change the frequency of meetings at this week's gathering of the Federal Open Market Committee, the paper added.
Branches of K-Shaped Economy Diverging Even Wider: Clarida
Former Federal Reserve Vice Chairman Richard Clarida, and now a global economic adviser for Pimco, talks to Tom Keene and Scarlet Fu on"Bloomberg Money". Clarida endorsed the view that the US has a so-called K-shaped economy, with the divergence between its two branches widening over the past six to seven years.
Warsh's 'Ambitious Agenda' Needs Broad Market Understanding: Clarida
Former Federal Reserve Vice Chairman Richard Clarida, and now a global economic adviser for Pimco, says said the central bank risks creating uncertainty if it alters its preferred inflation measure without clearly communicating what policymakers are targeting. Clarida offered that caution on Friday on "Bloomberg Money" in the wake of Chairman Kevin Warsh's suggestion for a review of possible alternatives to the US personal consumption expenditure core index, known by the acronym PCE.
Range Resources: The Prime Appalachian Beneficiary Of The AI Energy Transition
Range Resources delivered a staggering Q2 2026 EPS beat of 20.54%, reporting $0.79 EPS and an 11.92% revenue surprise at $833.57 million. RRC's production is set to rise from 2.3 Bcfe/d to 2.5 Bcfe/d by year-end, targeting 2.6 Bcfe/d in 2027, supporting multi-year growth on supply from assets alone. Technical analysis projects an 85%–140% long-term upside, with multi-year bullish cup-and-handle and fractal patterns aligning with consistent robust operational performance.
Healthcare Realty: Turnaround Is Working, Stock Is Still Cheap
Healthcare Realty Trust remains a compelling value and income play after a successful strategic reset and portfolio streamlining. HR delivered strong Q2 results with 5.1% same-store NOI growth, 93% occupancy, and high tenant retention, supporting robust fundamentals. Redevelopment projects, the KKR joint venture, and disciplined capital recycling underpin future growth and attractive investment spreads.
Fewer Fed Meetings Could Fuel Market Volatility
Federal Reserve Chairman Kevin Warsh is considering reducing the number of Federal Reserve policy meetings, which drew concern from economists and market strategists, who say fewer scheduled decisions could increase uncertainty and make policy moves more disruptive. Bloomberg News International Economics & Policy Correspondent Mike McKee and Seaport Research Partners and Chief Equity Strategist Jonathan Golub join David Gura and Christina Ruffini on Bloomberg This Weekend to discuss these concerns and strong corporate earnings, widening credit spreads and debate over the economic impact of artificial intelligence.
3 Wall Street strategists on the question every investor is asking: Is the worst over for the stock market?
Wall Street just limped through its roughest stretch in months, and every investor is asking the same nervous question: Is the worst over in the stock market, or is the selloff just getting started?
Loyalists may miss the old Southwest. Wall Street loves the new one.
The airline is ‘getting on with the times,' one fund manager says
The Iran war sent investors into fertilizer stocks — but here's the China risk everyone's missing
The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.
Comstock Resources: Work In Progress
The article highlights a stock facing market skepticism due to a recent high-cost discovery. Significant cash reserves exist from the sale of a noncontrolling interest in the Western Haynesville midstream company. Management emphasizes ongoing progress in reducing high costs. Mr. Market awaits confirmation in upcoming quarterly reports.
AI Stocks Without The AI Price Tag
AI stocks are in a bubble, but infrastructure plays like regulated utilities offer durable, undervalued exposure to AI-driven growth. Temporary beneficiaries, such as chipmakers and IPPs, face risk as supply chain imbalances normalize and margins revert.
OPEC+ may keep lifting its oil output quotas as the Iran war broadens. Why that won't help lower prices.
The Organization of the Petroleum Exporting Countries and its allies may decide Sunday to lift their oil production quotas for a sixth straight month — but finding ways to export those extra barrels will be the real problem.
Is the government lying to us about inflation?
The concern is understandable, since the consumer-price index affects everything from Social Security's annual cost-of-living adjustment to the interest rate earned by investors in Treasury Inflation-Protected Securities.
What Moved Markets This Week
Wall Street ended the week higher as the Fed held rates steady while Amazon surged and Apple dropped after key earnings, and Treasuries shot higher as the bond market sell-off continued.
Tankers near Oman come under fire as Iran threatens to choke off shipping routes
One tanker was reportedly struck near Oman overnight while another said it saw a large explosion nearby. The Wall Street Journal cited unnamed U.S. officials as saying Friday that Trump has ordered the military to launch a fresh attack on Iran that could begin as soon as this weekend.
Kevin Warsh spooks the markets: Was it something he said — or something he didn't?
Morgan Stanley Wealth Management CIO Lisa Shalett analyzes soaring treasury yields on ‘Barron's Roundtable.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #barronsroundtable #lisashalett #shalett #morganstanley #treasuryyields #bondmarket #bonds #markets #markettrends #interestrates #investing #wallstreet #economy #finance #wealthmanagement
The Selloff Has Created A Better Entry Point For Modine
I am reaffirming my Strong Buy rating on Modine Manufacturing with a revised price target of $258. Data Centers revenue almost doubled in Q1 2027, and MOD still expects the segment to grow 60% to 80% for the full year. I am lowering my price target to $258, based on a more conservative 25x FWD non-GAAP P/E multiple and est. 2028 EPS of $10.33.
