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Current market evidence across major indexes, market breadth, sector rotation, rates, risk, and the signals that could change the view.
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Browse earlier market briefings, weekly outlooks, market focus analysis, and Weekly Review articles from Market Glance.
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Briefings
August 23, 2026 · Research Note #02
Research Note #02 | What 63 QQQ Retests Tell Us About 5-Day and 20-Day Market Breadth
A quantitative empirical study examining more than a decade of QQQ breakdown-reclaim-retest cycles and multi-timeframe market participation.
Read research note →August 21, 2026 · Research Note #01
Research Note #01 | NVDA Before Earnings: Where Are We vs. History?
T-10 normalized price path vs. 12 AI-era cycles and post-earnings historical patterns.
Read research note →August 5, 2026 · Weekly Earnings
Sandisk Q4 FY2026 Earnings Checkup
SNDK · Sandisk · Earnings · Storage · Semiconductor · Data Center
Open the earnings checkup →August 4, 2026 · Weekly Earnings
AMD Q2 2026 Earnings Checkup
AMD · Earnings · Semiconductor · Data Center
Open the earnings checkup →August 4, 2026 · Market Focus
Has a New Bull Market Begun? Five Signals Investors Should Watch
A five-signal framework for separating a promising breakout from a fully confirmed, durable advance.
Read the analysis →August 3, 2026 · Market Focus
Why Are Mega-Cap Tech Stocks Suddenly More Volatile Than Bitcoin?
A framework for separating fundamental evidence from positioning and market-structure amplifiers.
Read the analysis →August 3–7, 2026 · Weekly Outlook
Jobs Data and AI Earnings Take Center Stage
A weekly map for labor data, rates, AI profitability, and market breadth.
Read the outlook →August 1, 2026 · Market Focus
How a Weaker Yen Could Affect U.S. Stocks
How rate differentials, carry trades, earnings translation, and a sudden yen rebound could affect U.S. equities.
Read the analysis →July 31, 2026 · 9:45 PM ET · Week in Review
Weekly Market Review and Forecast Scorecard
The weekly scorecard tests the prior outlook against the closing evidence.
Read the review →July 30, 2026 · 7:45 PM ET
Memory Chips Surge: Trend Restart or Oversold Rebound?
Closing review of the memory and semiconductor rebound.
Read the update →July 30, 2026 · 6:55 AM ET
Premarket Focus: Growth, Inflation, Long-Term Rates, and Big Tech
Premarket framework ahead of the morning data and Apple and Amazon earnings.
Read the update →July 29, 2026 · 5:55 PM ET
Rate Pressure Persists as Microsoft and Meta Diverge
Fed decision and mega-cap earnings review.
Read the update →Week of July 27–31, 2026
The Fed, Growth Data, and Big Tech Earnings Set the Direction
Weekly framework for policy, growth, inflation, and earnings.
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