<!--BRIEF_HERO:{"bias_label":"Strongly Bullish","long_pct":75.5,"long_opens":40,"short_opens":13,"net_long":26,"net_short":1,"key_thesis":"Buyers staged a comeback on cooler CPI, but the Fed's stance and bank results remain key. Lean long.","trade_ideas":[{"symbol":"SNDK","side":"long","rationale":"Continues momentum from strong Pulse and open leader status."},{"symbol":"MRVL","side":"long","rationale":"Top performer among open leaders, solid technicals."},{"symbol":"NVDA","side":"long","rationale":"Dominates Pulse activity, strong conviction in chip demand."},{"symbol":"QCOM","side":"long","rationale":"High Pulse activity, bulls remain active, looks to move."}],"top_symbols":[{"ticker":"NVDA","long":4,"short":2},{"ticker":"SNDK","long":4,"short":0},{"ticker":"AMD","long":2,"short":0},{"ticker":"QCOM","long":5,"short":0},{"ticker":"BBX","long":4,"short":0}],"last_updated_utc":"2026-07-14T13:30:10.954Z","date_label":"July 14, 2026","asset_class":"stocks","regime":"bull","verdict":"Buy dips to VWAP or prior highs; favor leaders like SNDK and MRVL. Avoid chasing vertical moves.","confidence":"moderate","horizon":"Session · US open→close","do_list":["Bid pullbacks to key technical levels.","Prioritize leaders with strong Pulse and PnL.","Enter breakouts with caution, confirm strength."],"avoid_list":["Chasing stocks extended over 5% from open.","Taking profit too early on leaders.","Fighting the tape on key macro events."],"risks":["Fed Chairman Warsh Testimony at 2:00 PM EST.","BOE Governor Bailey speaks tonight.","IBM's [IBM](/stocks/ibm) earnings miss."],"cross_market_note":"Stocks bid on CPI while Crypto shows strong bullish sentiment, signaling broad risk appetite.","focus_tickers":[{"ticker":"USAR","side":"short","spark":[24.8,93.4],"why":"Short bid tested after recent gains, watch for follow-through."},{"ticker":"SNDK","side":"long","spark":[45.3,62.9,111.1],"why":"Open leader continues strong Pulse, confirming bullish trend."},{"ticker":"AMD","side":"long","spark":[-20.4,5.2,-2.5,-3.2,14.5,-0.1],"why":"Long bias strong, watch for technical follow-through."},{"ticker":"HIMS","side":"long","spark":[-94.2],"why":"Open leader holds gains, sentiment remains positive."},{"ticker":"MRVL","side":"long","spark":[27.2,66.8],"why":"Strong open leader, technicals look solid."}],"pulse_7d":[{"date":"2026-07-08","long":44,"short":10},{"date":"2026-07-09","long":66,"short":4},{"date":"2026-07-10","long":40,"short":8},{"date":"2026-07-11","long":27,"short":2},{"date":"2026-07-12","long":8,"short":10},{"date":"2026-07-13","long":14,"short":23},{"date":"2026-07-14","long":30,"short":0}],"compare":{"other_class":"crypto","other_class_label":"Crypto","other_bias_label":"Strongly Bullish","other_long_pct":86.7,"other_long_opens":13,"other_short_opens":2,"other_brief_slug":"market-brief-crypto-july-14-2026"}}-->
## CPI Cools, But FOMO Bids Keep Stocks In The Green
Stocks are popping this morning. CPI came in cooler than expected, giving buyers a green light. Watch banks.
## Macro calendar
### Today — watch list (times in ET)
- 🔴 High · **USD** · 12:30pm — Core CPI m/m
- 🔴 High · **USD** · 12:30pm — Core CPI y/y
- 🔴 High · **USD** · 12:30pm — CPI m/m
- 🔴 High · **USD** · 12:30pm — CPI y/y
- 🔴 High · **USD** · 2:00pm — Fed Chairman Warsh Testifies
- 🔴 High · **GBP** · 8:00pm — BOE Gov Bailey Speaks
- 🟡 Med · **GBP** · 8:45am — BOE Gov Bailey Speaks
## Top closed stocks trades (24h)
| Asset | Side | PnL | ROI on $1400 |
|---|---|---|---|
| [USAR](/stocks/usar) | SHORT | +$68.60 | +4.90% |
| [MU](/stocks/mu) | LONG | +$18.80 | +1.34% |
| [AMD](/stocks/amd) | SHORT | +$17.70 | +1.26% |
## Open stocks positions leading right now
| Asset | Side | Unrealized PnL | ROI |
|---|---|---|---|
| [HIMS](/stocks/hims) | LONG | +$28.77 | +0.19% |
| [MRVL](/stocks/mrvl) | LONG | +$28.15 | +1.84% |
| [SNDK](/stocks/sndk) | LONG | +$17.32 | +3.28% |
| [SAMSUNG](/stocks/samsung) | LONG | +$14.62 | +1.42% |
| [ASTS](/stocks/asts) | LONG | +$11.41 | +2.20% |
That CPI print was a relief. Prices ticking down month-over-month is the first step to beating inflation. Good for the bulls looking for a reason to price in a Fed pause. But earnings season is showing cracks, especially with IBM catching a massive slug yesterday. Today's bank reports, including Bank of America, will set the tone.
We're seeing action in the usual suspects. Lots of volume around chipmakers like [NVDA](/stocks/nvda). One outfit likes a specific chipmaker as a core AI winner, second only to NVDA. That's a good signal to keep our eyes on semiconductor strength throughout the session.
Today's CPI drop fueled a strong open, aligning with our bullish Pulse. Keep an eye on this constructive bias, favoring leaders like [SNDK](/stocks/sndk). Execute with precision, focus on conviction. Explore [Radiant algorithms](/algorithms) for deeper insights.
## Sources tracked
Headlines from the last 24h were aggregated and analysed from MarketWatch, CNBC, Investing.com and WSJ. We summarise market-moving facts in our own words; we do not republish third-party content.
- **Investing.com** — S&P 500 and Nasdaq set to open higher as CPI, bank earnings take focus; IBM tumbles
- **MarketWatch** — Consumer prices fall for first time since early days of COVID pandemic, but war against high inflation isn’t won
- **MarketWatch** — IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss
- **MarketWatch** — Bank of America’s stock falls despite blockbuster earnings report
- **MarketWatch** — AI vs. robo advisers: How they stack up against each other —and human financial advisers
- **Investing.com** — This chipmaker "remains a core AI winner and a close #2 behind NVDA": MS
- **Investing.com** — Mercedes-Benz stock rises after reaffirming guidance
- **Investing.com** — German media regulator says Google’s AI Overviews subject to German media law
- **Investing.com** — Buffett to sell entire Berkshire within 8 years, donate to charity
- **MarketWatch** — Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager