Next Day Prep #295: Record Close, Bullish Internals: Is AMD the Final Confirmation? – Tuesday 8/4/2026

Episode summary

The S&P, Dow, and Nasdaq all closed at records as breadth climbed to 64.3% and the bull-bear gauge hit a lopsided 561-to-80, even as the regime call stayed Cautious. The hosts break down the Palantir-fueled semis surge, the stocks that still got punished on fundamentals, and why tonight’s AMD earnings could be the trigger for a full Bullish regime upgrade.