Samsung crushed earnings and tech sold off anyway, Uber is saving our portfolio on robotaxi vibes, and now we're demanding absolute perfection from AI
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Morning brief: Asia dumped semiconductors overnight, AMD politely declined to participate, and we are officially in the nervous waiting room for GOOGL earnings
Semis Drag S&P Futures Lower: S&P futures are slipping 0.25% this morning as a nasty overnight semiconductor selloff in Asia hits the tech rally. AMD Surges 6.6% on PT Hike: Shares ripped to $552 after Wells Fargo hiked its price target to $615, citing relentless EPYC server CPU demand. Bloom Energy Pops 8.9%: BE is catching massive bids on its AI power narrative and a fresh Jefferies upgrade ahead of Q2 earnings. Archer Aviation Climbs 7.8%: ACHR caught a massive bid after new regulatory filings revealed a huge executive equity stake for its OEM President. Fear Lingers Before Earnings: The Fear & Greed Index sits at 45, showing real caution before GOOGL kicks off mega-cap earnings on July 21st.
Semis Drag S&P Futures Lower
S&P futures are slipping 0.25% this morning as a nasty overnight semiconductor selloff in Asia hits the tech rally.
AMD Surges 6.6% on PT Hike
Shares ripped to $552 after Wells Fargo hiked its price target to $615, citing relentless EPYC server CPU demand.
Bloom Energy Pops 8.9%
BE is catching massive bids on its AI power narrative and a fresh Jefferies upgrade ahead of Q2 earnings.
Archer Aviation Climbs 7.8%
ACHR caught a massive bid after new regulatory filings revealed a huge executive equity stake for its OEM President.
Fear Lingers Before Earnings
The Fear & Greed Index sits at 45, showing real caution before GOOGL kicks off mega-cap earnings on July 21st.
Posture: Defensive posture. The Fear & Greed index sits at 45 amid semiconductor selloffs and caution ahead of earnings.
Tickers in focus: AMD, GOOGL, SMH
Upcoming earnings
Evening brief: Samsung crushed earnings and tech sold off anyway, Uber is saving our portfolio on robotaxi vibes, and now we're demanding absolute perfection from AI
Samsung Earnings Trigger AI Tech Selloff: Samsung's monster profit surge sparked a brutal sell-the-news tech rotation, aggressively dragging the Nasdaq and AI names lower. Archer Sinks on Dilution and Flight Delays: Shares dumped eight percent as cash burn anxiety, flight test delays, and a massive resale prospectus crushed trader sentiment. Bloom Energy Plunges Amid AI Profit Taking: Even after expanding its AI power partnership to $25B, the stock puked amid aggressive fuel-cell sector profit taking. Uber Gains on Robotaxi Praise, Index Shift: Shares popped as Wall Street cheered its capital-light robotaxi partnerships and the stock officially joined Russell value indexes. Watch AI Repricing Ahead of July Earnings: With Google and Microsoft earnings looming, prepare for vicious volatility as the market demands absolutely flawless AI execution.
Samsung Earnings Trigger AI Tech Selloff
Samsung's monster profit surge sparked a brutal sell-the-news tech rotation, aggressively dragging the Nasdaq and AI names lower.
Archer Sinks on Dilution and Flight Delays
Shares dumped eight percent as cash burn anxiety, flight test delays, and a massive resale prospectus crushed trader sentiment.
Bloom Energy Plunges Amid AI Profit Taking
Even after expanding its AI power partnership to $25B, the stock puked amid aggressive fuel-cell sector profit taking.
Uber Gains on Robotaxi Praise, Index Shift
Shares popped as Wall Street cheered its capital-light robotaxi partnerships and the stock officially joined Russell value indexes.
Watch AI Repricing Ahead of July Earnings
With Google and Microsoft earnings looming, prepare for vicious volatility as the market demands absolutely flawless AI execution.
Posture: Defensive leaning. With Fear at 43 and volatile AI repricing underway, prioritizing capital preservation and selective value entries.
Tickers in focus: UBER, QQQ
Upcoming earnings
The day's moves on the ledger
No slate changes were logged this day.
← Monday, July 6, 2026 · Wednesday, July 8, 2026 → · Archive