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Netflix Misses Q3 Forecast, Buybacks Mask Slowing Growth
Earnings James Calloway

Netflix Misses Q3 Forecast, Buybacks Mask Slowing Growth

Netflix shares fell 7.3% after its Q3 revenue and EPS forecasts narrowly missed analyst expectations, with buybacks reaching a record $4.71 billion in Q2.

NFLX DIS CMCSA
Chip Stocks Bounce Back from Steep Losses, But Recovery Remains Fragile
Markets Daniel Marsh

Chip Stocks Bounce Back from Steep Losses, But Recovery Remains Fragile

Semiconductor stocks rebounded from a 6% morning drop to trade down roughly 1% at midday Friday, but the recovery failed to offset the week's valuation correction.

SOXX TSM NVDA AMD MU ARM ASML INTC
Dow Holds Near 52,500 as Travelers Surge Offsets Tech Selloff
Markets Daniel Marsh

Dow Holds Near 52,500 as Travelers Surge Offsets Tech Selloff

The Dow held steady near 52,500 as a strong earnings report from Travelers offset a broad tech decline, with the Nasdaq falling 1.36%.

TRV NFLX GOOGL TSLA INTC
Chip Selloff Triggers $10B Rotation from Growth to Value Stocks
Markets Daniel Marsh

Chip Selloff Triggers $10B Rotation from Growth to Value Stocks

US stocks declined on Friday, led by a sharp selloff in chipmakers that fueled a $10 billion rotation from growth to value funds. The Nasdaq dropped over 1% while the Dow held near flat.

NVDA NFLX TRV GOOGL INTC SPY QQQ USO
Tesla-SpaceX Merger Hurdle: $3 Trillion Valuation Gap
Markets Daniel Marsh

Tesla-SpaceX Merger Hurdle: $3 Trillion Valuation Gap

Tesla and SpaceX merger speculation hits a $3 trillion valuation hurdle, with high price-to-sales ratios and governance concerns. Shares of both companies declined.

TSLA JPM JEF
Intel's $79 Billion Pre-Earnings Plunge Sparks Investor Jitters
Markets Daniel Marsh

Intel's $79 Billion Pre-Earnings Plunge Sparks Investor Jitters

Intel shares plunged 14.1% in the week leading to earnings, wiping out roughly $79 billion in market value as the chip sector faces valuation scrutiny.

INTC AMD NVDA GOOGL
QQQ Buying Hype Outpaces Real Demand as SEC Filings Show Muted Gains
Markets Daniel Marsh

QQQ Buying Hype Outpaces Real Demand as SEC Filings Show Muted Gains

Despite headlines of heavy buying in Invesco QQQ Trust, SEC filings show actual demand is limited, with AXS Investments adding just 953 shares and Gerald Baker showing no measurable change.

QQQ AXS
Apple Briefly Reclaims World's Most Valuable Company Title as AI Capex Concerns Shift Focus
Technology Sarah Chen

Apple Briefly Reclaims World's Most Valuable Company Title as AI Capex Concerns Shift Focus

Apple briefly reclaimed the world's most valuable company title during Friday's tech selloff, outperforming AI peers as investors rotate toward lower-capex AI exposure.

AAPL NVDA MSFT GOOGL META HSBC KEY
TSMC Revenue Mix Raises Alarm Over AI Spending Growth Deceleration
Markets Daniel Marsh

TSMC Revenue Mix Raises Alarm Over AI Spending Growth Deceleration

The PHLX Semiconductor Index fell into bear territory as TSMC's AI-driven revenue concentration highlights the risk of slowing spending growth.

TSM UBS NVDA AMD AMAT MU SMH GOOGL INTC
QYLD vs. JEPQ: Yield Edge Narrow, Return Gap Wide
Analysis Daniel Marsh

QYLD vs. JEPQ: Yield Edge Narrow, Return Gap Wide

QYLD yields 12.06% vs JEPQ's 11.16%, but JEPQ's 19.14% annualized return over three years far outpaces QYLD's 12.90%, exposing the trade-off between income and growth.

JEPQ SPY
VTI vs VOO: Broad Market ETF Holds 6.9x More Stocks, Yet Performance Gap Narrows
Markets Daniel Marsh

VTI vs VOO: Broad Market ETF Holds 6.9x More Stocks, Yet Performance Gap Narrows

On July 17, 2026, VTI fell 0.67% and VOO dropped 0.74%, despite VTI holding nearly seven times more stocks. Dividend growth and bond funds outperformed.

VTI VOO VUG VGT VIG
Consumer Sentiment Dips to 2023 Low, Yet Retail Sales Hold Steady
Economy Daniel Marsh

Consumer Sentiment Dips to 2023 Low, Yet Retail Sales Hold Steady

Economic pessimism among Americans reached 61% in July, the highest since December 2023, yet June retail sales grew 6.7% year-over-year, with consumer staples leading market gains.

XLP XLY SPY