Todd dives into a packed market update covering the latest earnings reports from Google, Tesla, T-Mobile, and more – highlighting surprising sector leadership in this AI-fueled bull market. He explores what Alphabet’s results tell us about the real impact of AI on search, how markets are reacting to rising CapEx, and why free cash flow is still the metric to watch.
From macro trends and Fed expectations to Elliot Wave targets and sector rotation, this is a sharp, honest look at where we are – and where we might be headed – as we close out July. Plus, a few fun insights from life in Saratoga, including a night out with Seinfeld.
