Jul 22 Google and Service Now deliver terrific earnings, but mixed after hours

$DHI $C $COF

Author

Mukund Mohan
July 22, 2026

Market

“Brent crude surged 3.4% to $94.07/barrel (briefly touching $95/bbl earlier in the day).” 😦 😦 

Wall Street drifted in mixed trading on Wednesday, pausing after Tuesday's strong session.

Treasury yields crept higher alongside rising energy prices, putting pressure on growth and rate-sensitive small-cap equities. $SMCI ( ▲ 3.4% ) soared 20%, $T ( ▼ 3.22% ) climbed 3.5% and $PM ( ▼ 1.24% ) went up 3% - great earnings so far.

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Questions People Ask Too Late

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Insights from the portfolio

DHI D R Horton delivering an earnings-per-share beat driven by high-end delivery volume and disciplined stick-and-brick cost controls

America’s largest homebuilder leveraged its low-cost, entry-level footprint to sustain market share.

Mukund Mohan

Video of the day

Today’s video is on Citibank $C ( ▼ 2.37% ) the banking giant on a rebound.

Deep dive of the day

Capital One $COF The Consumer Credit Cycle Just Flashed Green — and the Market Missed It - Investment Literacy Coach

Here's the hook: the market sold a $1.02 EPS beat. Let that sink in.

Investment Literacy Coach