July 24, 2026

Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be good for Apple. Plus, the bullish options action ahead of the busiest week of this earnings season.

Also available on Apple Podcasts ↗