Wednesday, July 15, 2026

ASML crushed Q2 and raised its 2026 outlook — the semi equipment cycle is alive and well. NVDA got a double boost: TD Cowen called its competitive edge “unprecedented” and Jensen Huang confirmed Vera Rubin is on track, killing the delay chatter. Financial conditions just loosened again, Chicago Fed index at -0.538. Trump is blasting New York’s AI data center ban, telling the state to reverse policy immediately — this is interesting because it puts a Republican president directly at odds with a blue state on the physical infrastructure AI needs to scale. ASML’s beat and raise is a good signal for the whole semi chain. If the machines that make the chips are in demand, the chipmakers themselves have runway. NVDA, AVGO, MU all trade off this read. SOFI down 1.6% into earnings season — the issue is rates. Real yields ticked up to 2.36% and breakevens are flat. Fintechs need the curve to cooperate and it’s not giving much right now. NVDA called one of the best monopoly stocks by hedge f

ASML crushed Q2 and raised its 2026 outlook — the semi equipment cycle is alive and well. NVDA got a double boost: TD Cowen called its competitive edge “unprecedented” and Jensen Huang confirmed Vera Rubin is on track, killing the delay chatter. Financial conditions just loosened again, Chicago Fed index at -0.538.