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Oil at $100: two central banks turn, and the market sells the good numbers too
The US-Iran ceasefire collapses, oil heads for $100 and two central banks turn on the same day. Tesla and STMicroelectronics collapse on results, defence flies on record backlogs and UniCredit falls on its best half-year ever. Technical analysis on the stocks we follow.
The Fed turns, the giants miss on margins
Oil rewrites Fed expectations: the market now prices a September rate hike. Alphabet and Tesla beat on revenue and are sold on margins, while the contest for Monte dei Paschi heats up. The desk's take, with technical analysis on every stock we follow.
The semiconductor rebound reignites Wall Street
A rebound for Wall Street led by semiconductors, on the eve of Tesla's and Alphabet's earnings. The desk's take on the news that moved our tickers — from PayPal and Coinbase to the Italian front of UniCredit, Eni and Poste-TIM — with a link to the analysis of every name.
Telecom Italia stock analysis: the rally stalls on Poste's takeover bid
Telecom Italia stock analysis: the run paid over 26% from our signal entry, and just as Poste launches its full takeover bid the weekly sell signal fires at the top. From here the deal is in charge, not the chart — the Italian front and the levels that matter.
The Coronation and the Blockade — Burnham to Downing Street Without a Vote, Meloni Rewrites the Electoral Law, the Iran War Widens
On Monday, July 20 Andy Burnham becomes Britain's premier without a vote, while Meloni rewrites the electoral law and the EU moves to regulate the net. But beyond the perimeter of rules, the war with Iran widens: nine nights of strikes, a naval blockade, oil toward ninety dollars.
Netflix stock analysis: the market did not punish the quarter, it punished the visibility
Netflix stock analysis after the results: earnings beat consensus, revenue missed by two tenths, and the stock still fell 7.26%. The market did not punish the quarter — it punished the narrowed guidance. On the chart the sell signal has been active for eleven weeks.
The Week the Public Answered Back
AI's binding constraint was never silicon. It is consent. Some 69% of Americans want half the industry's stock in a public fund, only 26% view AI favourably, and in Beijing the law just switched off millions of AI companions. The week the public answered back.
Apple stock analysis: an all-time high on the day spending became a sin
Apple stock analysis: Taiwan Semiconductor raised 2026 capex and the market sold the whole AI chain. Apple, handed its AI by a partner, printed an all-time high the same day. Why my model rates it highly and still refuses to buy it.
Rule and Force — The Hormuz Ceasefire Collapses, Le Pen Convicted but Still Running, Burnham Heads for a Coronation
Seven days after the Doha talks, the Iran ceasefire collapses in the Strait of Hormuz and oil climbs again. Yet inside the democracies power still changes hands quietly: Le Pen convicted but eligible, Burnham heading for a coronation. Where rule ends, force returns.
What Is Trading? A Clear, Practical Guide for Beginners
What is trading and how it works, explained simply: instruments (stocks, ETFs, options), styles and timeframes, strategy, psychology and risk — plus where AiTrading67 fits.
AI & Work — Weekly Observatory · 3–10 July 2026
The week the AI story became a question of trust: OpenAI ships GPT-5.6 after a twelve-day government gate, the Fed adds AI to its inflation risks, and Microsoft, Allianz and Amazon redraw white-collar work.
Screener cards refreshed: clearer and more complete
We’ve reworked the Screener cards: IQS Lite explained in plain language, 1W/1D become “weekly”/“daily”, plus an Executive View with memory.
Ticker pages: new badge with the next earnings date
From Monday July 6, every ticker page shows a next-earnings badge with a countdown. It's in the Market Pulse too.
AI & Work — Weekly Observatory · 27 June–3 July 2026
US layoffs cooled in June, yet Challenger names AI as the top cited cause for a fourth straight month. The same week, Claude Sonnet 5 made agentic AI cheaper, California signed a landmark Anthropic deal, and Colorado's high-risk AI law took effect.