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Apple and Amazon Report Earnings| AI Focused Fund Blowup | July 31, 2026 – Morning Market Briefing
Ben and Andrew discuss a plan for Hamas to disarm in Gaza, Apple and Amazon's earnings reports, and the blowup of the AI focused hedge fund Situation…
2 months, 3 weeks ago
Warsh Holds Rates in 6-3 Split as Microsoft Rips 8%, Meta Tanks 9% on CapEx Fears | July 30, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Warsh holding rates at 3.50-3.75% in a divided 6-3 vote with market-implied inflation expectations dropping meaningfully…
2 months, 3 weeks ago
Fed Meeting Today: Warsh Faces Mutiny, Chips Smashed on Semi-Stagflation | July 29, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss today's Fed meeting with a 35% chance of a rate hike and expectations of a hawkish hold from Warsh amid potential mutiny…
2 months, 3 weeks ago
Waller vs. Warsh: Fed Infighting Breaks Out as Chips Smashed on China Competition | July 28, 2026 – Morning Market Briefing
Ben and Tom discuss the growing Fed infighting reported by WSJ's Nick Timiraos with Governor Chris Waller openly challenging new Fed Chair Kevin Wars…
2 months, 4 weeks ago
Nvidia Guarantees $250B for $500B OpenAI Data Center as Trump Pauses Iran Strikes | July 27, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Nvidia agreeing to guarantee $250 billion in financing for OpenAI's $500 billion 10GW data center in southern Ohio devel…
2 months, 4 weeks ago
SLB Beats as Data Centers Hit $1B, Intel Fades on CapEx, Tenet Soars 16% | July 24, 2026 – Morning Market Briefing
Ben discusses SLB rising 5% after beating on broad-based international drilling activity with its Data Center Solutions business on track to exceed $…
3 months ago
Houthis Target Saudi Ships in Red Sea + Mixed AI Earnings + Railroads Ripping | July 23, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Houthis targeting Saudi tankers Encelia and Layla in the Red Sea with Trump vowing to destroy a bridge or power plan…
3 months ago
US Widens Iran Strikes + Saudi Arabia Gets Nuclear Deal + Oil to $95 | July 22, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the widening Iran war with the US expanding airstrikes to a military site near Tabriz, Iran activating air defenses in T…
3 months ago
What Earnings Tell Us: STLD Signals Broader Growth & Financials Show Strong Consumer | July 21, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss what today's earnings say about a broadening economy with 3M raising full-year EPS guidance to $8.80-$8.95 on sharp acce…
3 months ago
Iran War Escalates: US Troops Killed, Oil Back to $88 + Domino's Signals Consumer Growth | July 20, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the escalating Iran war with an Iranian strike killing two US service members and injuring others in Jordan, oil rising …
3 months ago