Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
Market update for Friday July 24, 2026.
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In today’s episode, Zaid covers:
Trump's new tariffs on 60 countries that took effect overnight
Intel’s blowout earnings and why the chipmaker is finally benefiting from the AI boom
Oracle’s a $7 billion deal with the Pentagon
Why American Express stock is falling despite strong consumer spending and an earnings beat
How Google’s SpaceX investment distorted their quarterly earnings
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.