Let's talk about the stock market.

@kristenzisek

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The Bell Clubseen in 12 videos →https://the-bell-club.com/link ↗

Why it worked

The video provides a concise and informative market update, covering major news and trends in an easily digestible format. It uses a native mention of the creator's own platform ('The Bell Club' and newsletter) to offer deeper dives, which is a common and effective strategy for content creators to drive engagement and traffic to their own products.

Summary

The video discusses recent stock market activity, including geopolitical events in the Middle East, oil price fluctuations, and corporate news from Apple, Broadcom, and Nvidia. It also covers the Federal Reserve's updated inflation forecast and insights from their latest meeting minutes, as well as stock movements for Alibaba, Delta, and Penguin Solutions.

Structure

1Market reaction to geopolitical events and oil prices
2Apple's deal with Broadcom and Nvidia's stock performance
3Federal Reserve's inflation forecast and meeting minutes
4Company-specific news: Alibaba, Delta, Penguin Solutions
5

Original caption

Another headline-heavy day . Here's what happened. The Middle East escalated again: after Iran attacked ships in the Strait of Hormuz and the U.S. struck back, Trump declared the ceasefire "over" and oil jumped 3.5%+. Energy and defense rose, airlines and crypto fell. The Dow slipped ~1%, the S&P dipped just 0.28%, and the Nasdaq actually rose just a bit as investors bought the chip dip. The big deal: Apple committed $30 billion+ to Broadcom through 2031 (AVGO +4.8%). And Nvidia has lost nearly $1 trillion in value since May — even after a record quarter. I break down that paradox on the Bell Club. Fed minutes also showed officials raising their inflation forecast to 3.6%, though Wall Street still broadly expects rates to hold this month. Also: Penguin Solutions soared 25%+ on a blowout AI-infrastructure quarter. $AVGO $NVDA #stockmarket #financetok #nvidia #marketupdate #investing

More from @kristenzisek

Their other posts in the index, biggest breakout first.

On-screen text

07/09/26 LET'S TALK ABOUT THE Stock Market Update: Thursday Morning July 9th, 2026 @kristenzisek SO YESTERDAY WAS ANOTHER HEADLINE HEAVY DAY BUT THE MARKET HELD UP RELATIVELY WELL GIVEN THE CIRCUMSTANCES AT LEAST IN AGGREGATE SO LET'S TALK ABOUT IT THE BIG STORY WAS THE MIDDLE EAST AFTER IRAN ATTACKED SHIPS IN THE STRAIT OF HORMUZ MORE THAN 80 TARGETS IN RESPONSE PRESIDENT TRUMP STATED YESTERDAY THAT THE CEASEFIRE WAS OVER FROM HIS PERSPECTIVE US OIL JUMPED AGAIN AND A HALF PERCENT TO ABOUT $75 A BARREL YOU WOULD THINK THAT THE INCREASED GEOPOLITICAL AND RISING OIL PRICES WOULD SEND STOCKS TUMBLING BUT BY THE END THE MARKET'S REACTION WAS RELATIVELY MUTED ENERGY AND DEFENSE NAMES ACTUALLY ROSE ON THE HIGHER OIL AND MIDDLE EAST HEADLINES WELL AIRLINES AND CRYPTO REALLY TOOK A HIT THE DOW FELL ABOUT 1% BUT THE S&P 500 DIPPED JUST A QUARTER OF A PERCENT AND THE NASDAQ ACTUALLY EEKED OUT A VERY SMALL GAIN AS SOME INVESTORS USED BACK INTO CHIP STOCKS SO THE HEADLINES WERE A LOT LOUDER THAN THE MARKET'S REACTION SPEAKING OF CHIP STOCKS ONE OF THE BIGGEST CORPORATE STORIES YESTERDAY WAS A MASSIVE DEAL APPLE COMMITTED MORE THAN $30 BILLION TO BROADCOM EXTENDING THEIR PARTNERSHIP THROUGH 2031 TO MAKE MORE CHIPS HERE IN THE US BROADCOM MAKES A BUNCH OF COMPONENTS FOR THE IPHONE AND APPLE'S ROUGHLY 2 0% OF BROADCOM'S SALES SO LOCKING THAT CONTRACT IS A HUGE WIN FOR BROADCOM AND THEIR STOCK JUMPED ALMOST 5% YESTERDAY INVIDIA THE MOST VALUABLE CHIP COMPANY IN THE WORLD HAS FALLEN ABOUT 16% WIPING OUT NEARLY $1 IN VALUE EVEN THOUGH IT JUST POSTED ONE OF THE BIGGEST QUARTERS IN CHIP HISTORY AND IT STILL CONTROLS A SIGNIFICANT CHUNK OF THE AI CHIP MARKET COMPANY DOING THAT WELL SEE ITS STOCK ACTUALLY FALL IT COMES DOWN TO EXPECTATIONS AND I BREAK DOWN THAT WHOLE SITUATION ON THE BELL CLUB TODAY AND IN MY NEWSLETTER THE FEDERAL RESERVE RELEASED THE MINUTES FROM ITS LAST MEETING YESTERDAY AND THEY SHOWED OFFICIALS SHARPLY RAISED THEIR INFLATION FORECAST FOR THIS YEAR NOW EXPECTING INFLATION AROUND 3.6% UP FROM 2.7% JUST A FEW MONTHS AGO AND WELL ABOVE THEIR 2% TARGET THE COMMITTEE LOOKED PRETTY DIVIDED ABOUT WHAT TO DO NEXT WHICH SLIGHTLY INCREASED THE ODDS OF A RATE INCREASE IN LATE JULY ACCORDING TO WALL STREET BUT OVERWHELMINGLY RATES WILL REMAIN UNCHANGED LATER THIS MONTH THESE WERE ALSO THE FIRST MINUTES FROM A MEETING UNDER THE NEW FED CHAIR KEVIN WARSH WHO IS RUNNING THINGS VERY DIFFERENTLY FROM HIS PREDECESSOR QUIETER WITH FEWER CLUES BETWEEN MEETINGS SOMETHING THAT I AM TODAY'S NEWSLETTER A COUPLE OF QUICK STORIES ALIBABA JUMPED 11% YESTERDAY ALMOST A YEAR AFTER SIGNALING ITS CLOUD AND AI BUSINESS IS FINALLY STARTING TO PAY OFF DELTA IS NOW SELLING BASIC VERSIONS OF ITS FIRST CLASS SEATS SAME SEAT BUT STRIPPING OUT PERKS LIKE LOUNGE ACCESS FOR A LOWER PRICE PENGUIN SOLUTIONS A CALIFORNIA BASED COMPANY THAT BUILDS INFRASTRUCTURE AND SERVICES FOR AI DATA CENTERS SOARED OVER 25% YESTERDAY AFTER CRUSHING ITS EARNINGS REPORT THIS MORNING FUTURES ARE ACTUALLY POINTING SLIGHTLY HIGHER DESPITE MORE OVERNIGHT ESCALATION IN THE MIDDLE EAST AND OIL HAS COOLED SLIGHTLY TO AROUND $7 3 BARREL HERE IN THE US SO AFTER ALL OF THAT NOISE WE MIGHT ACTUALLY SEE THE DAY OPEN IN WE WILL SEE IF THAT HOLDS IF YOU FIND VALUE PLEASE CONSIDER LIKING SUBSCRIBING OR SHARING WITH SOMEONE YOU KNOW

Transcript

Let's talk about the stock market. So, yesterday was another headline heavy day, but the market held up relatively well given the circumstances, at least an aggregate. So, let's talk about it. The big story was and still is the Middle East after Iran attacked ships in the Strait of Formosa and the US struck back, Trump declared the ceasefire "over" and oil jumped 3.5%+. Energy and defense rose, airlines and crypto fell. The Dow slipped ~1%, the S&P dipped just 0.28%, and the Nasdaq actually rose just a bit as investors bought the chip dip. The big deal: Apple committed $30 billion+ to Broadcom through 2031 (AVGO +4.8%). And Nvidia has lost nearly 16% since May wiping out nearly a trillion dollars in value. even though it just posted one of the biggest quarters in chip history and it still controls a significant chunk of the AI chip market. So how does a company doing that well see its stock actually fall? It comes down to expectations and I break down that whole situation on the Bell Club today and in my newsletter. The Federal Reserve released the minutes from its last meeting yesterday and they showed officials sharply raised their inflation forecast for this year, now expecting inflation around 3.6% up from 2.7% just a few months ago and well above their 2% target. The committee looked pretty divided about what to do next, which slightly increased the odds of a rate increase in late July according to Wall Street. But overwhelmingly the belief is that rates will remain unchanged later this month when they meet. These were also the first minutes from a meeting under the new Fed Chair Kevin Wash who is running things very differently from his predecessor, quieter with fewer clues between meetings, something that I am also talking about on today's newsletter. A couple of stories, Alibaba jumped 11% yesterday. It's best day in almost a year after signaling its cloud and AI business is finally starting to pay off. Delta is now selling basic versions of its first class seats, same seat but stripping out perks like lounge access for a lower price. Penguin Solutions, a California-based company that builds infrastructure and services for AI data centers, served over 25% yesterday after crushing its earnings reports. This morning features are actually pointing slightly higher despite more overnight escalation in the Midwest. An oil has cooled slightly to around $73 barrel here in the US. So after all of that noise, we might actually see the day open in the green, we will see if that holds. If you find value in these updates, please consider liking, subscribing or sharing with someone you know.