Market Guide
018 min read · Interest rates · Nasdaq · Valuation
Why Bond Yields Move the Nasdaq
A practical framework for understanding how discount rates, duration and expectations reshape technology valuations.
ReadIndependent writing · Istanbul / Cambridge
Markets, technology and the global economy.
Evidence-led notes on US equities, Nasdaq, technology and macro.
Cambridge MBA ’27 · Boğaziçi ’22 · CFA Society Boston
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US equitiesNasdaqTechnologyMacroeconomics
Daily Market Capsule
0820 July 2026 · Oil · Technology · Space economy
Oil Tops $90, Technology Faces a Test
Brent reached $90.87 while damage in semiconductor shares persisted. The next test is how the oil shock and earnings from Alphabet, Tesla and Intel will shape technology stocks.
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Oil Tops $90, Technology Faces a Test
Brent reached $90.87 while damage in semiconductor shares persisted. The next test is how the oil shock and earnings from Alphabet, Tesla and Intel will shape technology stocks.
Oil Surges, Nasdaq Falls
Brent rose to $88.10 as the Nasdaq fell 1.4%. I examine whether June’s inflation relief can protect markets from the renewed pressure in oil and semiconductors.
The S&P 500 Holds Support, Chips Stay Weak
The S&P 500 held its main support while damage in the Nasdaq 100 and semiconductor shares remained. The next test is whether relief in oil and rates can offset technology selling.