Desk Note — Vertiv’s Earnings Test · Jul 29
Vertiv’s Q2 margin expansion and raised outlook directly test the demand, tariff and execution conditions in the July 27 Coverage Review.
Market Outlooks
Midday Market Check — Wednesday, July 29, 2026
Midday Market Check for Wednesday, July 29, 2026. Where the session stands: breadth, sectors, and what moved.
Morning Market Brief — Wednesday, July 29, 2026
Morning Market Brief for Wednesday, July 29, 2026. Index futures, the overnight tape, and the calendar that matters today.
Market Structure: Defensive Leadership Meets Crowded Events — July 29, 2026
Healthcare and financials lead the tape, but a crowded earnings window will test whether defensive sponsorship can survive fresh company evidence this week.
Market Structure: Rotation Broadens While Growth Resets — July 29, 2026
Small caps and broad sector participation are holding up while technology weakness keeps the market in a mixed regime.
Closing Market Recap — Tuesday, July 28, 2026
Closing Market Recap for Tuesday, July 28, 2026. How the day closed: indexes, leaders, laggards, and volatility.
Desk Note — NVIDIA’s $50B Texas Lease · Jul 28
A reported $50B Texas data-center lease improves NVIDIA demand visibility while increasing financing and counterparty scrutiny.
Midday Market Check — Tuesday, July 28, 2026
Midday Market Check for Tuesday, July 28, 2026. Where the session stands: breadth, sectors, and what moved.
SCHW Research Note — The Funding Ledger Improves
Schwab’s funding ledger improved as sweep balances and net interest margin strengthened, while price confirmation remains incomplete.
SCHW Deep Coverage Review — Analysis as of July 28, 2026
Schwab’s funding repair gained evidence from sweep growth and a 3.00% net interest margin, while the post-results tape remains unsettled.