The Signal That Markets Cannot Ignore: American Consumers Abruptly Slow Down
After months of resilience, American spending decreased by 0.6% in July. A signal that resonates far beyond Wall Street.
After months of resilience, American spending decreased by 0.6% in July. A signal that resonates far beyond Wall Street.
Palantir will publish its second-quarter 2026 results this Monday after the close of Wall Street. Following spectacular growth, the company must prove that the rise of its AI surpasses promises and justifies global expectations.
Amazon surged after profits and AWS growth exceeded expectations, while Apple fell despite strong iPhone sales. This contrast reveals Wall Street's new requirement: in the race for artificial intelligence, massive investments must now produce visible revenues.
The fall of semiconductor giants has spread from Seoul to Wall Street, while oil and rates remain under pressure. This movement does not signal the end of artificial intelligence, but reveals the cost of expectations that have become dizzying.
The American Federal Reserve held its rates on July 29, but the 9 to 3 vote reveals a spectacular rift: three officials called for an immediate hike. This hard signal could weigh on the dollar, credit, Wall Street, and Europe.
Tesla and Alphabet have dragged Wall Street into its worst session in a month, as concerns over AI spending mount and Brent crosses $100. Behind the correction, two global risks converge: the cost of the technological revolution and the return of energy pressure.
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