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

$V $BE

Author

Mukund Mohan
July 29, 2026

Market

“There are high-stakes earnings reports from Microsoft $MSFT ( ▼ 1.64% )  and Meta $META ( ▲ 0.7% ). A 4.4% intraday jump in crude oil prices is an overhang” 😊 😋

Wall Street Holds Stance Ahead of Fed Rate Verdict and Big Tech Earnings as Oil Surges 4%

The FOMC is widely expected to maintain the federal funds rate at 3.50%–3.75%, but market-implied probabilities for an autumn rate hike or extended pause have climbed. Persistent core inflation metrics coupled with rising energy prices have forced money managers to price in tighter policy conditions through year-end.

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Questions People Ask Too Late

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Insights from the portfolio

Bloom Energy $BE First $1B+ Quarter and Massive AI Data Center Demand Drive Blowout Beat and Guidance Hike

$1.065 Billion (+166.0% YoY / +42.0% QoQ), crushing Wall Street consensus estimates of $815.6 Million and marking the company's first $1B+ quarter.

Mukund Mohan

Video of the day

Today’s video is on Visa $V ( ▲ 0.09% ) the payment network.

Deep dive of the day

$V The Moat Just Got Deeper: Visa's Q2 2026 Print Signals AI-Driven Network Effects Are Compounding, Not Decelerating - Investment Literacy Coach

Here's the question practitioners should be asking after Visa's Q2 2026 print: when a company with a 78% gross margin starts systematically replacing

Investment Literacy Coach