NEW UPDATE

07-18

S&P-1.01% NSQ-1.4%

US market analysis for Friday, July 17, 2026

As the overheated growth stock bubble cleared, the U.S. stock market chose to escape the speculative frenzy and make a sharp return to defensive stocks with real value and stability.

Market Report

07-17

S&P-0.51% NSQ-1.47%

US market analysis for Thursday, July 16, 2026

The valuation fatigue of technology stocks has reached a critical point, triggering steep profit taking, and the market's center of gravity is shifting to alternative sectors.

Market Report

07-16

S&P+0.38% NSQ+0.62%

US market analysis for Wednesday, July 15, 2026

Demand for AI, which has gone beyond simple expectations and proven to be an actual asset value, is driving a gradual rise in the U.S. stock market along with cautious optimism.

Market Report

07-15

S&P+0.38% NSQ+0.9%

US market analysis for Tuesday, July 14, 2026

Expectations for the expansion of AI infrastructure drove the index, but cautious optimism awaiting the end of the peak-out debate through performance confirmation dominates the market.

Market Report

07-14

S&P-0.79% NSQ-1.55%

US market analysis for Monday, July 13, 2026

As the overheating of technology stocks coincided with geopolitical tensions, a cyclical selling market centered on value stocks, dominated by the energy sector, unfolded.

Market Report

07-11

S&P+0.42% NSQ+0.29%

US market analysis for Friday, July 10, 2026

With expectations of slowing prices driving a sense of relief in the market, a clear cyclical sell in digital infrastructure has emerged, fueled by demand for AI.

Market Report