Jul 25, 2026 · 5 min · 8 segments
How much AI spending is too much? And why are some Tesla and SpaceX investors losing patience with Elon Musk? Plus, why are Wall Street firms paying up to $100,000 for a fast track to Trump posts?…
It was a wild week for markets, so wild that investors largely shrugged off the Trump administration's new tariffs.
The war in the Middle East pushed oil prices back above $100 a barrel, stoking inflation fears and sending treasury yields higher as investors dialed back expectations for an interest rate cut.
Energy was the best performing sector of the week, rising 3.8%, as Brent crude futures jumped nearly 10% to settle at $96.78 a barrel.
At the same time, a barrage of big tech earnings forced investors to confront the mounting costs of the AI boom.
It was a wild week for markets, so wild that investors largely shrugged off the Trump administration's new tariffs.
The war in the Middle East pushed oil prices back above $100 a barrel, stoking inflation fears and sending treasury yields higher as investors dialed back expectations for an interest rate cut.
Energy was the best performing sector of the week, rising 3.8%, as Brent crude futures jumped nearly 10% to settle at $96.78 a barrel.
At the same time, a barrage of big tech earnings forced investors to confront the mounting costs of the AI boom.
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