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MCM · Daily Brief

2026-07-24 · as of 23:04Z

Sentiment: mixed1 min readShare

Markets Mixed

Tech megacapsAIGeopolitics

Movers

Winners

  1. AAPL333.02+3.53%
  2. GOOGL319.74+0.65%
  3. SPY738.93+0.10%
  4. MSFT381.70+0.03%

Losers

  1. TSLA313.03-2.08%
  2. META595.19-1.80%
  3. QQQ684.23-1.12%
  4. NVDA206.84-0.92%
  5. AMZN232.11-0.66%

Market Overview

The S&P 500 ended its choppy week in the red, ultimately finishing with a loss of 0.6% [6]. The Nasdaq declined on chip stock weakness driven by concerns over heavy AI spending, while the Dow rose and the S&P 500 was nearly flat [8].

Tech Stocks

Nvidia, Microsoft and Meta urge US policymakers not to broadly restrict open-weight AI models amid a growing debate over AI regulation [5]. Alphabet Inc. is rated a Strong Buy with a $426.68 base case price target, citing robust EBITDA growth and revenue [9].

Sector Trends

The 'sell chips, buy software' trade reappears as Wall Street caps off another volatile week [12]. Chip stocks sank the Nasdaq as geopolitical risks rattled markets [7].

Watch

Sources

  1. [1]Here’s Why Nebius Group N.V. (NBIS) Is a Speculative Growth Play Backed by Nvidia’s $2 Billion Investmentinsidermonkey.com · 2026-07-24T22:27Z
  2. [2]ICAP: A Primer On The Infrastructure Capital Equity Income ETF (NYSEARCA:ICAP)seekingalpha.com · 2026-07-24T21:49Z
  3. [3]The Fat Tail Risks Hiding In Plain Sight (NYSEARCA:IWD)seekingalpha.com · 2026-07-24T21:27Z
  4. [4]IGV ETF Is A More Focused Bet Than You ThinkYahoo · 2026-07-24T21:25Z
  5. [5]Nvidia, Microsoft urge US to avoid broad restrictions on open AI modelsfoxbusiness.com · 2026-07-24T21:12Z
  6. [6]S&P 500 Snapshot: Index Ends Choppy Week in the Redetftrends.com · 2026-07-24T20:56Z
  7. [7]ETF Tracker Newsletter For July 24, 2026theetfbully.com · 2026-07-24T20:52Z
  8. [8]US stocks today: Nasdaq lags on angst over AI spending ahead of earnings reportseconomictimes.indiatimes.com · 2026-07-24T20:05Z
  9. [9]Alphabet: Strong Buy Despite AI CapEx Fears (NASDAQ:GOOG)seekingalpha.com · 2026-07-24T19:58Z
  10. [10]1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spendingcnbc.com · 2026-07-24T19:41Z
  11. [11]Stocks rise on Wall Street while crude oil prices fall for the first time in a weekabcnews.go.com · 2026-07-24T18:50Z
  12. [12]The 'sell chips, buy software' trade reappears as Wall Street caps off another volatile weekcnbc.com · 2026-07-24T18:36Z

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

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