🤖 AI optimism with a robotaxi hangover

😎 Market Vibes

It's Friday, July 25, and the AI gods are feasting.
Google just dropped a cloud capex bomb, Tesla's fumbling its robotaxi rollout, and bond yields are creeping up like it's 2022. Meanwhile, Deckers is quietly running laps overseas and Intel just belly-flopped into the earnings bin. Let's vibe.

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📉 Nervous AI optimism with a robotaxi hangover

• 🧠 AI Chip Surge: Alphabet's Q2 results lit a fire under AI infrastructure names. Nvidia, AMD, and Broadcom all rallied on hopes Google's capex binge fuels a fresh server boom.

• 🤖 Tesla Faceplant: Shares drop ~8% and Elon warned of “rough quarters” ahead despite robotaxi fanfare. Investors are finally asking: where's the actual growth?

• 🔩 Intel Gets Wrecked: INTC sank after swinging to a surprise Q2 loss and announcing layoffs. Between foundry flops and lagging AI momentum, Wall Street's patience is running thin.

• 📈 Deckers Goes Vertical: Deckers Outdoor popped ~9% after hours after topping estimates, thanks to booming demand in Europe and China for Hoka and UGG.

• 💰 Yields Drift Higher: The 10-year inched up to ~4.42% as traders weigh next week's Fed decision and stronger-than-expected trade data.

💸 Trade Talk

Alphabet just handed Wall Street its favorite new drug: AI capex optimism. With Google Cloud spend surging and ad revenue still afloat, the company's basically funding an entire chip rally solo. Forget search - Google's a server farm with a side hustle.

🧠 Big Brain Energy

The 10-year yield is creeping up, quietly pressuring growth stocks while traders play psychic with next week's Fed meeting. Everyone's chasing soft-landing vibes - but bonds are still whispering "not so fast."

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🧨The Outrage Meter

Tesla to launch robotaxi in San Francisco this weekend - but regulatory red tape means a human driver has to ride shotgun. So basically, it's Uber with more PR spin?

🤔What Do You Think?

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