Tuesday, July 28, 2026

The ceasefire vibes are real — oil plunges 7%, yields drop, and markets rally on hopes Trump seals the deal with Netanyahu. Nvidia gets absolutely clobbered again — the $750B circular financing alarm is the story, dragging the Nasdaq deep into the red while the Dow holds gains. Meta earnings preview is all about smart glasses — Kalshi traders say Zuck dodges social media policy entirely. Geopolitics: Watch this — Trump’s final decision on the Iran ceasefire is the only macro catalyst that matters right now. Good signal for risk, bad signal for crude. Earnings: Meta reports soon and the issue is, nobody cares about ad revenue. The bet is they pitch Orion glasses as the next computing platform, not a social network.

The ceasefire vibes are real — oil plunges 7%, yields drop, and markets rally on hopes Trump seals the deal with Netanyahu.