Dashboard
A shared daily read on the market · updated 37d ago
Market Snapshot
delayed ~15 minThe Map
Where the money’s moving · updated 55d agoThe Radar
What’s coming · updated 56 days ago- EarningsJul 14
JPM reports earnings
JPMorgan Chase is the biggest US bank, so its report is a window into how the banking sector — and the broader economy — is holding up. Are consumers still spending and borrowing? Are loans going bad? This sets the tone…
- If profits hold upIt would suggest the economy is chugging along fine despite higher interest rates. Consumer and business confidence would look stable.
- If the bank sets aside more money for bad loansThat would hint that more customers are falling behind on payments. A cautious signal about household financial health.
- If trading or investment banking revenue surgesThat would point to a busy quarter on Wall Street — more dealmaking, more market activity. A sign of energy in financial markets.
- EarningsJul 22
TSLA reports earnings
Tesla is the most visible electric-vehicle maker, but it's also under pressure from slowing EV demand and new competitors. This report will show whether it's still growing sales and keeping costs under control.
- If deliveries and revenue riseThat would signal Tesla is still winning market share despite competition and a tougher economy. Demand for EVs would look healthy.
- If profit margins shrinkThat would suggest Tesla had to cut prices or spend more to keep selling cars. A sign the pricing war is squeezing its profits.
- If the company talks up new products or a cheaper modelThat could refocus attention on the longer-term story beyond this quarter's numbers. A forward-looking signal about where Tesla is headed next.
- EarningsJul 28
GOOGL reports earnings
Alphabet (Google) relies on digital advertising, which is a bellwether for corporate spending. This report will show whether businesses are still pouring money into online ads — and whether AI investments are starting t…
- If ad revenue grows steadilyThat would indicate the broader economy is healthy enough that companies keep spending on marketing. A good sign for the whole tech-ad ecosystem.
- If cloud computing revenue acceleratesAlphabet's cloud business is a newer profit driver. Strong growth there would suggest the company is successfully diversifying beyond ads.
- If the company flags higher spending on AI infrastructureThat would show Alphabet is betting big on AI — but also that costs are rising. The question becomes whether those investments eventually boost revenue.
- FedJul 28
Next FOMC meeting with economic projections release
This Fed meeting comes with updated economic forecasts — the "dot plot" showing where each official thinks interest rates are headed. The big question isn't just whether rates move today, but what the Fed signals about …
- If the Fed holds rates steady and signals cuts are comingThat would suggest officials believe inflation is under control and the economy needs less restraint. A more optimistic view of where things are headed.
- If the Fed holds but signals it's in no rush to cutThat would imply inflation is still sticky enough to keep rates high for a while. Borrowers would have to wait longer for relief.
- If the Fed's dot plot shows fewer expected cuts than beforeOfficials would be telling markets: we think rates need to stay higher for longer. That would be a more cautious take on the inflation fight.
Today’s Trends
Updated 37d ago- Tech sector lifting broader stock indexes as markets navigate Middle East tensions and geopolitical uncertainty
- Treasury yields climbing toward 4.6% as investors watch inflation data and Fed Chair Kevin Warsh testimony
- Mixed market breadth—semiconductor weakness alongside defensive gains as oil prices and energy costs weigh on sentiment
Picks
Full history — losses includedWin rate 44% · Combined result −1.70% · 9 picks (5 open)
Combined result adds up every pick’s % move (wins and losses) — it’s a running total across all picks, not a per-stock average.
Nu is a rare profitable fintech hypergrowth story — 135M+ customers across Brazil, Mexico and Colombia, Q1 2026 revenue of $5.3B and net income of $8…
Chevron sits at the intersection of multi-year energy sector strength, benefitting from high oil prices ($93 WTI/$96 Brent) sustained by geopolitics …
STZ trades at a significant discount to its 52-week high of $196.91 and carries a median analyst price target of $202, implying ~41% upside from the …
NVDA's Q1 FY2027 results confirmed AI infrastructure demand is structurally intact: data center revenue surged 92% YoY to $75B, GAAP EPS of $1.87 bea…
MDLZ trades at a significant discount to consumer staples peers — Morningstar rates it 4-star (undervalued) while sector leaders like Walmart and Cos…
Rocket Lab is the clear #2 Western launch provider — Q1 2026 revenue up 63% YoY to $200M, 50+ successful Electron launches, and a $2.2B backlog. The …
XLV's low beta of 0.58 and non-cyclical demand profile make it a natural destination for institutional rotation out of tech/growth in a sustained ris…
Micron stands at the center of the AI server memory supercycle, with Q2 FY2026 revenue up 196% YoY, 75% gross margin, and EPS 33% above consensus. Su…
Deere's construction & forestry segment surged +29% YoY in Q2 FY2026 to $3.79B, driven by AI infrastructure and energy capex tailwinds, providing mea…
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Updated 37d ago- 2026-07-29Fed interest rate decision (FOMC meeting July 28-29) source
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