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Crude oil spikes toward $93 on Hormuz tanker escalation while the 10-year yield falls, setting up a tug-of-war across markets. The hosts break down improving-but-unconfirmed breadth, the brutal AI earnings bar exposed by Snowflake and Broadcom, and a controlled-risk playbook centered on materials and internet rotation.
Crude spikes on Hormuz tanker escort news while the 10-year yield falls, pulling stocks in opposite directions.
Dow and Nasdaq futures diverge on chip weakness, with ISM Services and jobless claims ahead plus a heavy earnings slate tonight.
Stocks above the 40-day average tick up and the Bull 4% count more than doubles, but the 20-day breadth reading stays weak.
Ten of eleven sectors rallied on thin holiday volume, led by materials and communication services, while software and chips lagged.
Snowflake soars on raised guidance while Broadcom falls despite beating and raising, showing the market's brutal AI monetization bar.
Continuation names like STLD, Reddit, Carvana and Five Below lead, while chip reversal signals in ALAB, KLAC and HPE need more proof.
Controlled Risk Taking and Think-3-Days-Ahead codes guide gap-up and gap-down scenarios tied to oil, yields, and upcoming catalysts.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
