Washington is bracing for an AI shakeout ͏  ͏  ͏  ͏  ͏
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[Morning Watchlist]
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Sunday, August 2, 2026  •  Your Daily Market Briefing

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The U.S. Treasury's own analysts just put something in writing that no
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that erased trillions in wealth when their bubble burst 25 years ago.

Only this time, $750 billion is pouring into the AI buildout in a
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And a shakeout wouldn't stop at tech: the report says stock markets,
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Washington is quietly preparing for AI to produce losers.

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Today’s Key Points

THE FED JUST SPLIT 9–3
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Wall Street's favorite drug is certainty.

So when the Fed goes quiet, the Street panics. Not because rates are
"too high." But because the "cheat codes" stop working.

The new Warsh Fed isn't here to massage your feelings with forward
guidance. Good. Retail investors finally get a fairer game: price
matters again.

Read the Full Article →
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Also on Behind the Markets

▸
THE NEXT AI WINNERS...
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— Wall Street keeps selling AI like it's free money.

▸
FIVE STRONG BUY STOCKS TO WATCH FOR FRIDAY, JULY 31
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— Investors close out July with megacap earnings landing after the
July 30 bell and month-end positioning in full swing.

▸
MICROSOFT JUMPED 17%. META FELL 9%. THEY REPORTED THE SAME NIGHT.
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— - Microsoft (MSFT) surged 16.8% to $456.06 on Thursday — its
largest single-day gain in years — after reporting $90 billion in
quarterly revenue (up 18%), EPS of $4.81 against $4.24 expected, and
Azure growth that accelerated to 43% when Wall Street had modeled 40%

▸
“BORING” DEFENSE SUPPLIERS ARE THE REAL ALPHA
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— Wall Street keeps buying "defense" like it's a two-stock trade.

“Buy when there’s blood in the streets, even if the blood is your
own.”

— Baron Rothschild

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