Market information and education, explained plainly.https://bellwize.com/en-ushttps://bellwize.com/markets/2026-08-03-market-recap/https://bellwize.com/markets/2026-08-03-market-recap/U.S. stocks opened August with a broad rally, led by technology and communication shares, after a sharp drop in oil prices on signs of de-escalation between Washington and Tehran eased inflation worries.Mon, 03 Aug 2026 21:19:19 GMTMarketshttps://bellwize.com/stocks/2026-08-03-ba-max-7-certification/https://bellwize.com/stocks/2026-08-03-ba-max-7-certification/The agency issued an amended type certificate for the smallest MAX jet on Monday, closing out a review that ran close to a decade and clearing the way for launch customer Southwest Airlines to eventually take delivery.Mon, 03 Aug 2026 17:39:00 GMTStockshttps://bellwize.com/analysis/2026-08-03-fed-next-move-cut-or-hike/https://bellwize.com/analysis/2026-08-03-fed-next-move-cut-or-hike/The Fed left rates at 3.50 to 3.75 percent for a fifth straight meeting, yet three officials wanted a hike and JPMorgan now expects one by December, even as the New York Fed says inflation has already peaked.Mon, 03 Aug 2026 15:24:00 GMTAnalysishttps://bellwize.com/earnings/2026-08-03-amzn-aws-reacceleration-record-quarter/https://bellwize.com/earnings/2026-08-03-amzn-aws-reacceleration-record-quarter/The company's cloud unit grew 37%, its fastest in more than four years, and quarterly sales crossed $200 billion for the first time, though a large one-time gain on its Anthropic stake inflated the reported profit.Mon, 03 Aug 2026 13:11:00 GMTEarningshttps://bellwize.com/markets/2026-08-03-morning-brief/https://bellwize.com/markets/2026-08-03-morning-brief/A firmer tone follows oil's overnight drop, with the ISM manufacturing survey at 10 a.m. ET and Palantir opening a heavy week of earnings.Mon, 03 Aug 2026 11:49:26 GMTMarketshttps://bellwize.com/markets/2026-07-31-weekly-market-wrap/https://bellwize.com/markets/2026-07-31-weekly-market-wrap/Week of July 27, 2026: the major averages rose on a narrow, large-cap-led advance as consumer discretionary carried the sector board and utilities lagged.Fri, 31 Jul 2026 21:52:00 GMTMarketshttps://bellwize.com/markets/2026-07-31-market-recap/https://bellwize.com/markets/2026-07-31-market-recap/The S&P 500 and Nasdaq closed the month higher as Amazon's post-earnings jump powered consumer discretionary stocks, while rising Treasury yields and a drop in Apple kept the advance uneven.Fri, 31 Jul 2026 21:18:30 GMTMarketshttps://bellwize.com/earnings/2026-07-31-aapl-guidance-supply-selloff/https://bellwize.com/earnings/2026-07-31-aapl-guidance-supply-selloff/The iPhone maker beat on revenue and profit for its June quarter, but a softer September outlook and a warning of worsening chip-supply constraints sent the stock sharply lower in Friday trading.Fri, 31 Jul 2026 17:44:00 GMTEarningshttps://bellwize.com/analysis/2026-07-31-ai-capex-paying-off-or-costlier/https://bellwize.com/analysis/2026-07-31-ai-capex-paying-off-or-costlier/Amazon's cloud grew at a four-year high while Meta's free cash flow collapsed, both in the same week of record AI capital spending.Fri, 31 Jul 2026 15:26:00 GMTAnalysishttps://bellwize.com/stocks/2026-07-31-mu-memory-rebound-samsung/https://bellwize.com/stocks/2026-07-31-mu-memory-rebound-samsung/Micron jumped with the memory group on Thursday after Samsung posted record results and warned the chip shortage would run into 2028, reviving demand confidence.Fri, 31 Jul 2026 13:12:00 GMTStockshttps://bellwize.com/markets/2026-07-31-morning-brief/https://bellwize.com/markets/2026-07-31-morning-brief/The Employment Cost Index leads a light final session of July, with ISM manufacturing and JOLTS openings on deck for the first week of August.Fri, 31 Jul 2026 11:49:00 GMTMarketshttps://bellwize.com/markets/2026-07-30-market-recap/https://bellwize.com/markets/2026-07-30-market-recap/Microsoft's post-earnings jump powered a technology-led rally, though six of the eleven sectors still finished lower.Thu, 30 Jul 2026 21:28:00 GMTMarketshttps://bellwize.com/earnings/2026-07-30-msft-azure-earnings-jump/https://bellwize.com/earnings/2026-07-30-msft-azure-earnings-jump/The software maker's shares rose about 17% in afternoon trading after fiscal fourth-quarter results showed cloud growth reaccelerating and full-year Azure revenue crossing a milestone.Thu, 30 Jul 2026 17:42:00 GMTEarningshttps://bellwize.com/analysis/2026-07-30-economy-slowing-or-reaccelerating/https://bellwize.com/analysis/2026-07-30-economy-slowing-or-reaccelerating/Second-quarter growth slowed to 1.5 percent, below what forecasters expected, yet underlying demand accelerated and the Atlanta Fed's first read on this quarter points sharply higher.Thu, 30 Jul 2026 15:21:00 GMTAnalysishttps://bellwize.com/earnings/2026-07-30-vrt-q2-revenue-miss/https://bellwize.com/earnings/2026-07-30-vrt-q2-revenue-miss/The data-center power supplier beat on profit and raised its full-year outlook, but second-quarter sales landed below Wall Street's target and the stock had its worst day in more than a year.Thu, 30 Jul 2026 13:12:00 GMTEarningshttps://bellwize.com/markets/2026-07-30-morning-brief/https://bellwize.com/markets/2026-07-30-morning-brief/The Fed's preferred inflation gauge and the advance reading on second-quarter GDP print at 8:30 a.m. ET, with Apple and Amazon due to report after the close.Thu, 30 Jul 2026 11:50:00 GMTMarketshttps://bellwize.com/markets/2026-07-29-market-recap/https://bellwize.com/markets/2026-07-29-market-recap/A hawkish hold from the Federal Reserve sent stocks broadly lower, with only energy escaping the selling and the volatility index spiking.Wed, 29 Jul 2026 22:37:00 GMTMarketshttps://bellwize.com/earnings/2026-07-29-pg-sales-miss-outlook/https://bellwize.com/earnings/2026-07-29-pg-sales-miss-outlook/The consumer-products giant edged past profit estimates but missed on revenue, and its fiscal 2027 targets landed below Wall Street forecasts, sending shares down about 3% in afternoon trading.Wed, 29 Jul 2026 17:47:00 GMTEarningshttps://bellwize.com/analysis/2026-07-29-oil-war-premium-durability/https://bellwize.com/analysis/2026-07-29-oil-war-premium-durability/Crude has spiked again on Middle East supply fears after round-tripping to pre-war levels once this summer, and the market is split on whether the premium is built to last.Wed, 29 Jul 2026 15:22:00 GMTAnalysishttps://bellwize.com/stocks/2026-07-29-mu-memory-selloff-cxmt/https://bellwize.com/stocks/2026-07-29-mu-memory-selloff-cxmt/Micron fell with the memory group after ChangXin Memory's blockbuster Shanghai listing revived fears of Chinese price competition, days ahead of SK Hynix and the big cloud buyers' results.Wed, 29 Jul 2026 13:16:00 GMTStockshttps://bellwize.com/markets/2026-07-29-morning-brief/https://bellwize.com/markets/2026-07-29-morning-brief/The Federal Reserve announces its rate decision at 2 p.m. ET, with Microsoft and Meta earnings due after the close and Thursday's core inflation reading ahead.Wed, 29 Jul 2026 11:52:00 GMTMarketshttps://bellwize.com/markets/2026-07-28-market-recap/https://bellwize.com/markets/2026-07-28-market-recap/The Dow climbed and defensives led while semiconductors slid, splitting the market as the Federal Reserve opened a two-day meeting.Tue, 28 Jul 2026 21:24:00 GMTMarketshttps://bellwize.com/earnings/2026-07-28-ba-cash-flow-turn/https://bellwize.com/earnings/2026-07-28-ba-cash-flow-turn/The planemaker's second-quarter revenue rose 8% and free cash flow swung positive, lifting the stock more than 5% in Tuesday trading even as its adjusted loss came in wider than Wall Street expected.Tue, 28 Jul 2026 17:38:00 GMTEarningshttps://bellwize.com/analysis/2026-07-28-fed-hold-or-hike/https://bellwize.com/analysis/2026-07-28-fed-hold-or-hike/For the first time this cycle a Fed meeting carries real two-way risk: markets still favor a hold at 3.75%, but June's projections and an oil shock keep a hike in play.Tue, 28 Jul 2026 15:22:00 GMTAnalysishttps://bellwize.com/learn/the-bid-ask-spread/https://bellwize.com/learn/the-bid-ask-spread/The bid and the ask are two different prices, and the gap between them is a cost baked into every trade. Here is how the spread works and when it matters.Tue, 28 Jul 2026 14:09:00 GMTLearnhttps://bellwize.com/stocks/2026-07-28-shop-agentic-commerce-rerating/https://bellwize.com/stocks/2026-07-28-shop-agentic-commerce-rerating/A run of bullish analyst notes on Shopify's place in AI-driven shopping helped lift the stock to its strongest session in weeks, days ahead of its August 5 earnings report.Tue, 28 Jul 2026 13:20:00 GMTStockshttps://bellwize.com/markets/2026-07-28-morning-brief/https://bellwize.com/markets/2026-07-28-morning-brief/A light data calendar opens a week built around Wednesday's Fed decision and results from four of the largest U.S. companies.Tue, 28 Jul 2026 11:52:00 GMTMarketshttps://bellwize.com/markets/2026-07-27-market-recap/https://bellwize.com/markets/2026-07-27-market-recap/The Dow edged higher and small caps outperformed while a chip-led drag pinned the Nasdaq and falling crude sank the energy sector.Mon, 27 Jul 2026 21:20:05 GMTMarketshttps://bellwize.com/analysis/2026-07-27-wireless-quarter-durable-or-discounted/https://bellwize.com/analysis/2026-07-27-wireless-quarter-durable-or-discounted/Both carriers topped estimates and jumped on Friday, yet a price war and rising churn still shadow the industry, leaving open whether the quarter marks a healthier business or a costly fight for the same customers.Mon, 27 Jul 2026 15:20:00 GMTAnalysishttps://bellwize.com/earnings/2026-07-27-slb-q2-offshore-beat/https://bellwize.com/earnings/2026-07-27-slb-q2-offshore-beat/The oilfield-services company beat second-quarter estimates as international and offshore work outpaced disruptions in the Middle East, while it kept buying back stock toward a target of more than $4 billion in shareholder returns this year.Mon, 27 Jul 2026 13:22:00 GMTEarningshttps://bellwize.com/markets/2026-07-27-morning-brief/https://bellwize.com/markets/2026-07-27-morning-brief/Durable goods orders land before Monday's bell as the session's lone high-importance release, with no large-cap names on the earnings slate.Mon, 27 Jul 2026 11:48:00 GMTMarketshttps://bellwize.com/markets/2026-07-24-weekly-market-wrap/https://bellwize.com/markets/2026-07-24-weekly-market-wrap/Week of July 20, 2026 — the major averages drifted modestly lower as large-cap technology lagged, while energy and utilities led a sector map that split along the growth-versus-value line.Fri, 24 Jul 2026 21:52:00 GMTMarketshttps://bellwize.com/markets/2026-07-24-market-recap/https://bellwize.com/markets/2026-07-24-market-recap/A selloff in chipmakers pulled the Nasdaq lower, but ten of the eleven S&P sectors rose and the Dow gained as money moved out of technology.Fri, 24 Jul 2026 21:32:00 GMTMarketshttps://bellwize.com/earnings/2026-07-24-tmo-q2-beat-and-raise/https://bellwize.com/earnings/2026-07-24-tmo-q2-beat-and-raise/The lab-equipment and life-sciences supplier beat second-quarter estimates on 10% revenue growth and raised its 2026 revenue and profit guidance, sending shares to their highest close in three months.Fri, 24 Jul 2026 17:42:00 GMTEarningshttps://bellwize.com/analysis/2026-07-24-defense-rerating-or-earnings-pop/https://bellwize.com/analysis/2026-07-24-defense-rerating-or-earnings-pop/Lockheed and RTX jumped double digits on record backlogs and raised guidance. The market is split on whether that marks a durable repricing of defense earnings or a crowded trade near its peak.Fri, 24 Jul 2026 15:19:00 GMTAnalysishttps://bellwize.com/earnings/2026-07-24-tsla-q2-profit-miss/https://bellwize.com/earnings/2026-07-24-tsla-q2-profit-miss/Tesla set a quarterly revenue record on 480,126 deliveries, but adjusted profit missed sharply as regulatory-credit income collapsed, sending the stock down 14.5% on Thursday.Fri, 24 Jul 2026 13:10:08 GMTEarningshttps://bellwize.com/markets/2026-07-24-morning-brief/https://bellwize.com/markets/2026-07-24-morning-brief/July flash purchasing-manager surveys and a run of blue-chip results, from American Express to Verizon, follow Thursday's broad selloff.Fri, 24 Jul 2026 11:51:23 GMTMarketshttps://bellwize.com/markets/2026-07-23-market-recap/https://bellwize.com/markets/2026-07-23-market-recap/Post-earnings drops in Alphabet and Tesla dragged the cap-weighted indices lower, even as most S&P sectors and small-caps held up.Thu, 23 Jul 2026 21:22:00 GMTMarketshttps://bellwize.com/analysis/2026-07-23-utilities-growth-or-safe-haven/https://bellwize.com/analysis/2026-07-23-utilities-growth-or-safe-haven/On a day the Nasdaq fell more than 2.6%, utilities were the market's best sector and Constellation Energy jumped nearly 5%, reopening the question of whether the group is a genuine AI-power growth story or simply the market's oldest place to hide.Thu, 23 Jul 2026 15:25:00 GMTAnalysishttps://bellwize.com/earnings/2026-07-23-smci-preliminary-margin-backlog/https://bellwize.com/earnings/2026-07-23-smci-preliminary-margin-backlog/Supermicro said preliminary fiscal fourth-quarter gross margins would run at nearly double its prior guidance and that new orders topped $60 billion, sending the shares up 20% on Wednesday.Thu, 23 Jul 2026 13:08:00 GMTEarningshttps://bellwize.com/markets/2026-07-23-morning-brief/https://bellwize.com/markets/2026-07-23-morning-brief/Intel leads a busy earnings slate spanning chips, defense, telecom and rails, while weekly jobless claims anchor a light data calendar.Thu, 23 Jul 2026 11:47:00 GMTMarketshttps://bellwize.com/markets/2026-07-22-market-recap/https://bellwize.com/markets/2026-07-22-market-recap/Rising crude prices lifted energy and utilities while the major indices finished modestly lower ahead of a busy earnings night.Wed, 22 Jul 2026 21:20:00 GMTMarketshttps://bellwize.com/analysis/2026-07-22-software-ai-fears-repricing/https://bellwize.com/analysis/2026-07-22-software-ai-fears-repricing/Fresh downgrades of Salesforce and Adobe drove enterprise-software stocks lower on Tuesday even as chipmakers surged, reviving the market's argument over whether AI will hollow out the software model or simply reset its price.Wed, 22 Jul 2026 15:21:00 GMTAnalysishttps://bellwize.com/stocks/2026-07-22-mu-memory-rebound/https://bellwize.com/stocks/2026-07-22-mu-memory-rebound/A Bank of America note and a Morgan Stanley call that memory prices have further to run helped storage and memory stocks rebound Tuesday, with Micron out front.Wed, 22 Jul 2026 13:20:00 GMTStockshttps://bellwize.com/markets/2026-07-22-morning-brief/https://bellwize.com/markets/2026-07-22-morning-brief/Six large-caps report as weekly oil inventories and fresh mortgage data anchor an otherwise light economic calendar.Wed, 22 Jul 2026 11:50:00 GMTMarketshttps://bellwize.com/markets/2026-07-21-market-recap/https://bellwize.com/markets/2026-07-21-market-recap/The major averages snapped a three-session slide as beaten-down chip stocks drew buyers back ahead of a heavy week of Big Tech earnings.Tue, 21 Jul 2026 21:21:00 GMTMarketshttps://bellwize.com/analysis/2026-07-21-tesla-record-quarter-into-earnings/https://bellwize.com/analysis/2026-07-21-tesla-record-quarter-into-earnings/Tesla just reported its best-ever second quarter for deliveries, yet the stock slid into Wednesday's earnings report, reopening the market's argument over whether the volume rebound or the widening cash burn is the real story.Tue, 21 Jul 2026 15:21:00 GMTAnalysishttps://bellwize.com/economy/the-yield-curve-explained/https://bellwize.com/economy/the-yield-curve-explained/The gap between short- and long-term Treasury yields has flashed ahead of every US recession in the past half-century. Here's how the curve is built, what happens when it inverts, and why that track record still comes with an asterisk.Tue, 21 Jul 2026 14:07:54 GMTEconomyhttps://bellwize.com/stocks/2026-07-21-orcl-ai-debt-new-low/https://bellwize.com/stocks/2026-07-21-orcl-ai-debt-new-low/Oracle fell 4.0% on Monday to a fresh 52-week low, extending a monthlong decline built on questions about its debt-funded AI buildout and heavy reliance on OpenAI.Tue, 21 Jul 2026 13:18:00 GMTStockshttps://bellwize.com/markets/2026-07-21-morning-brief/https://bellwize.com/markets/2026-07-21-morning-brief/General Motors and Charles Schwab both report Tuesday, headlining a session whose economic docket holds only a weekly ADP jobs reading before the open and an API crude inventory print after the close.Tue, 21 Jul 2026 11:49:00 GMTMarkets