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MCM · Daily Brief

2026-07-15 · as of 23:30Z

Sentiment: mixed1 min readShare

Market Shifts

AITech megacaps

Movers

Winners

  1. AAPL327.50+4.01%
  2. GOOGL370.92+3.17%
  3. META681.31+3.07%
  4. AMZN254.96+3.02%
  5. MSFT395.63+2.78%

Losers

  1. TSLA394.46-0.43%
  2. QQQ717.74-0.27%

Etfs

Record ETF inflows were reported this week, with a focus on the Nasdaq 100 fee war and new ETF launches [1]. A low-cost S&P 500 ETF also saw a significant influx of $30 billion from a government program, despite two specific risks that the market has not yet priced in [2].

Ai

Nvidia is preparing for its next AI battle, focusing on tokens per watt [3]. Meanwhile, Mira Murati's AI startup, Thinking Machines, released its first AI model for broad use, designed to rival OpenAI [4].

Market Trends

Bitcoin miners are seeing benefits from AI power bottlenecks, with multiyear leases being signed [5]. Additionally, Wall Street giants are mobilizing tokenized assets, with companies like DTCC advancing tokenization [8].

Watch

Sources

  1. [1]ETF Prime: ETF Inflows, the Nasdaq 100 Fee War, & Launchesetftrends.com · 2026-07-15T20:40Z
  2. [2]The Cheapest S&P 500 ETF Was Just Picked for Trump Accounts and $30 Billion FollowedYahoo · 2026-07-15T20:10Z
  3. [3]Why Nvidia’s Next AI Battle Is About Tokens Per Watt (NASDAQ:NVDA)seekingalpha.com · 2026-07-15T19:30Z
  4. [4]Murati’s Thinking Machines releases first AI model for broad usefortune.com · 2026-07-15T18:46Z
  5. [5]Bitcoin Miners Cash In as AI Hits a Power Bottlenecketftrends.com · 2026-07-15T18:35Z
  6. [6]Securitize and Cantor Partner to Bring Tokenized IPOs to Public Marketsfinancefeeds.com · 2026-07-15T17:52Z
  7. [7]OnePlus is planning to exit all non-Chinese markets, including India, by 2027: Reportlivemint.com · 2026-07-15T17:48Z
  8. [8]Wall Street Giants Mobilize Tokenized Assetspymnts.com · 2026-07-15T17:13Z
  9. [9]SpaceX shares fall below IPO price for first time as post-listing excitement fadeseconomictimes.indiatimes.com · 2026-07-15T16:29Z
  10. [10]Meta employees sue over alleged AI-driven layoffs targeting workers on leavefinance.yahoo.com · 2026-07-15T16:18Z
  11. [11]SpaceX Stock Is Already Down 37% From Its Peak. Here's What Deutsche Bank's $255 Target Says Happens Nextfinance.yahoo.com · 2026-07-15T16:15Z
  12. [12]Why Two Major Analysts Are Pumping The Brakes On Microsoft Before Earningsfinance.yahoo.com · 2026-07-15T16:06Z

analyst · Groq · llama-3.3-70b · archived snapshot

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