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Aug 1 Interest rates might increase twice before year end

$CRM $ANET $NVDA

Mukund Mohan

Aug 31 Crude oil prices jumped nearly 3% following overnight military exchanges between U.S. forces and Iran near the Strait of Hormuz

$WRBY $PANW $OKTA

Mukund Mohan

Aug 5 Wall Street Extends Record Momentum as Disney Beats and Oil Stabilizes

$ANET $AMD

Mukund Mohan

Aug 4 Wall Street Surges to Record Highs as Earnings Blowouts and Falling Oil Fuel Risk-On Rally

$PLTR $SNAP

Mukund Mohan

Aug 3 The market rallies on Amazon All time highs to $3T in market cap

$ORCL $RDDT $RIVN

Mukund Mohan

Jul 31 Microsoft and Amazon earnings lift all stocks

$AMZN $COIN $META

Mukund Mohan

Jul 30 blowout earnings from Microsoft reignited institutional confidence in Big Tech and AI monetization

$MSFT $META

Mukund Mohan

Jul 29 Wait and see on Fed Monetary policy and big earnings

$V $BE

Mukund Mohan

Jul 28 Dow Soars 537 Points as Blue-Chip Earnings and Falling Oil Drive Sharp Rotation Out of Semiconductors

$WELL $RMBS $INTU

Mukund Mohan

Jul 27 Major earnings reports from Microsoft, Meta, Apple, and Amazon on deck.

$LUV $QS $WRBY

Mukund Mohan

Jul 24 Big Tech CapEx Hangovers and Tariff Headwinds Challenge Market Recovery

$GWRE $SAP $INTC

Mukund Mohan

Jul 23 Google cloud rockets primarily on Anthropic spend and utilization

$GOOGL $TSLA

Mukund Mohan

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