Market Context
A semiconductor sell-off is pulling Nasdaq futures lower while Apple decouples with fresh record highs. Add softer inflation data, a mixed Fed, and a TSLA short setup into earnings, and Friday's tape is anything but one narrative.
Newsletter – July 17, 2026
Market Overview
Friday's tape is a tale of two markets. Chip and AI-adjacent names are taking it on the chin as the semiconductor sell-off that started with TSM's capex shock keeps rolling, dragging Nasdaq futures down more than 1% and rattling sentiment across the Mag 7 complex
[1][2][3]. Middle East tensions are adding a layer of risk-off flavor, pushing crude higher and keeping safe-haven bids intact
[4][3]. At the same time, softer-than-expected US PPI and CPI prints have knocked the dollar lower, which is why you're seeing GBP and EUR grind higher even as equities wobble
[5][6][7][8]. The…
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Key Levels & Market Scenarios
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