1. The S&P 500 temporarily avoided a crash, bouncing to key resistance as the Yen stopped rising and VIX fell to the low 20s. 2. The macro situation remains negative, with a weakening labor market and weak consumer spending indicated by corporate earnings. 3. The Gen AI bubble is bursting, suggesting a further downside for the market.

1. Amazon's stock dropped by about 25% due to mixed earnings results, presenting a buying opportunity. 2. AWS remains a strong growth engine, leading in the cloud market. 3. Analysts predict Amazon's stock to reach $220 within the next year, with significant growth potential.

1. Global stocks experienced significant declines due to the Bank of Japan's unexpected rate hike and a US labor report indicating a potential recession. 2. The unemployment rate increase triggered recession warnings, leading to a steepening yield curve and falling inflation expectations. 3. Small-cap stocks were heavily impacted as credit spreads widened, signaling a potential unwinding of the equity market bubble.

1. Key stock indexes experienced significant declines, with the Nasdaq Composite entering a correction phase. 2. Major companies including Caterpillar, Airbnb, and Disney are set to release their earnings reports. 3. The market is closely watching economic data releases and speeches by Federal Reserve members.

1. Intel's stock price dropped by over 30% following the announcement of a 15% global workforce reduction. 2. The company is facing issues such as low Q3 2024 forecast revenues and significant market share loss to AMD. 3. Intel CEO Pat Gelsinger emphasized the need for restructuring and focusing on the balance sheet.

1. ASM International NV has completed its €150 million share buyback program, which started on May 15, 2024, and ended on July 25, 2024. 2. A total of 228,389 shares were repurchased at an average price of €656.77. 3. The company intends to reduce its capital by withdrawing the repurchased shares, except for those needed to fund employee and board member share and option programs.

1. Pfizer's stock is trading above its 30-week EMA, indicating a bullish trend. 2. The company has shown increasing momentum and improving relative strength. 3. Smart money buying and volume spikes suggest a bullish outlook for Pfizer stock.

1. The S&P 500 ended the week nearly 1% lower, primarily due to a selloff in technology stocks. 2. President Biden abandoned his re-election bid, endorsing Vice President Kamala Harris as the new presidential nominee. 3. Spot ether ETFs were launched following SEC approval, but their first trading session concluded lower.

1. Tootsie Roll Industries has demonstrated resilience during various market crashes and economic downturns. 2. The company's low debt, high profit margins, and steady operations make it a defensive investment choice. 3. Currently, Tootsie Roll is trading at a 10-year low valuation, presenting an attractive buying opportunity.

1. Nvidia, Micron, and Broadcom have seen significant declines, presenting potential buying opportunities. 2. Market rotation into sectors like pharmaceuticals and energy supports overall market resilience. 3. Favorable earnings, declining inflation, and potential rate cuts create a positive investment environment.

1. The stock market showed enthusiasm for potential rate cuts following the latest CPI report indicating a cooling inflation. 2. REITs are expected to benefit further from rate cuts. 3. Realty Income and VICI Properties are recommended as REIT picks with potential double-digit upside by the end of 2024.

1. The S&P 500 is technically overextended and fundamentally overvalued, with low implied correlation and rising volatility. 2. Realized volatility levels are at historic lows, potentially leading to increased implied volatility risks. 3. The index faces rare conditions that historically signal caution, with valuations and technicals at extreme levels.

1. Highlights recent dividend changes among Dividend Champions, Contenders, and Challengers. 2. Lists companies with upcoming ex-dividend dates and pay dates. 3. Provides a summary of dividend increases and upcoming dividend-related activities.

1. The CPI report showed weaker than expected figures, indicating a slowdown in nominal growth and potentially pushing the US economy closer to recession. 2. Slower nominal growth due to changing inflation trends could impact earnings and sales growth in the S&P 500. 3. Lower inflation rates and slowing money velocity suggest that earnings estimates may be too high, and companies may lose pricing power.

1. Nvidia's stock is downgraded to a hold after a significant increase; 2. Expectations of softer guidance for the October quarter; 3. Investors advised to trim positions due to potential inventory and product transition risks.

1. NVIDIA became the world's most valuable company with a $3.3 trillion market valuation. 2. The company's share price dropped 13% in three days after reaching its peak. 3. The decline also affected other tech companies involved in AI development, such as Super Micro Computer and Dell.