07/23/26

@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 timely market update, covering significant earnings reports and economic indicators. The creator's engaging delivery and the inclusion of both positive and negative news create a balanced and informative piece that resonates with viewers interested in financial markets.

Summary

This market update covers mixed earnings reports from major companies like Tesla and Alphabet, with Tesla facing profit margin declines despite record sales, and Alphabet's significant AI spending plan causing investor concern. The video also touches on rising oil prices, increased US Treasury bond yields, and the growing probability of the Fed raising interest rates, while highlighting positive news from Super Micro, ServiceNow, and AT&T.

Structure

1Market overview and yesterday's quiet surface
2Tesla's earnings report: record revenue but missed profit expectations
3Alphabet's earnings: strong revenue and cloud growth, but high AI spending concerns
4IBM's rough earnings and lowered forecast
5

Original caption

A quiet day, then a wild earnings night. Alphabet had a great quarter (revenue +24%, cloud +82%) and still fell ~4% — because it raised its AI spending plan to as much as $205 billion. That's the whole AI question: the spending works, but the bill keeps climbing. Tesla, meanwhile, sold more cars than ever, but its profit fell — squeezed by lower car prices and the loss of its easy income from emissions credits. Oil kept climbing too, and the government had to pay over 5% to borrow — both inflation signals ahead of next week's Fed. Google Tesla #stockmarket #financetok #stocks #marketupdate #investing

More from @kristenzisek

Their other posts in the index, biggest breakout first.

On-screen text

07/23/26 Market Update: Thursday Morning, July 23rd, 2026 HERE'S WHAT'S GOING ON IN THE STOCK MARKET SO GOOD MORNING AND HAPPY THURSDAY YESTERDAY WAS QUIET ON THE SURFACE BUT A LOT DID HAPPEN SO LET'S TALK ABOUT WHAT HAPPENED AND WHAT I'M WATCHING FOR TODAY SO DURING THE DAY THE MARKET DRIFTED SLIGHTLY LOWER YESTERDAY OIL KEPT CLIMBING THE INTERNATIONAL BENCHMARK TOUCHED ABOVE $95 A BARREL ITS HIGHEST IN OVER AND THAT KEPT INFLATION FEARS FRONT AND CENTER BUT EVERYONE WAS REALLY JUST WAITING FOR THE CLOSING BELL WHEN SOME OF THE BIGGEST COMPANIES IN THE WORLD REPORTED EARNINGS AND THEY DELIVERED PLENTY OF DRAMA LET'S START WITH TESLA IT POSTED RECORD REVENUE AND RECORD DELIVERIES IT'S SELLING MORE CARS THAN EVER OPTIMUS IS STILL MOVING ALONG AND ROBOTAXIS HIT SEVEN NEW MARKETS BUT TESLA'S PROFIT NUMBERS MISSED EXPECTATIONS AND IT SAW PROFIT MARGINS DECLINE A COUPLE OF REASONS TESLA USED TO MAKE A LOT OF EASY MONEY SELLING EMISSIONS CREDITS AND POLICY CHANGES BASICALLY WIPED THAT OUT SO WHEN YOU COMPARE NUMBERS TO LAST YEAR THAT DISTORTS THE RESULTS A LITTLE BIT BUT EVEN JUST LOOKING THE COMPANY SAID AUTOMOTIVE MARGINS ARE DOWN AT LEAST PARTLY DUE TO LOWER PRICES TESLA IS SELLING MORE CARS BUT MAKING LESS MONEY NOW COMBINE ALL OF THAT WITH HIGH SPENDING ON CAPITAL EXPENDITURES AND THE STOCKS DOWN ABOUT 5% THIS MORNING ALPHABET GOOGLE'S PARENT ALSO REPORTED ITS QUARTER REVENUE JUMPED 24% AND ITS CLOUD BUSINESS GREW A STUNNING 82% ON AI DEMAND SO WHY DID THE STOCK FALL ABOUT 4% SPENDING ON CAPITAL EXPENDITURES ALPHABET SAID IT NOW PLANS TO SPEND UP TO $205 BILLION THIS YEAR BUILDING AI DATA CENTERS AND OTHER INFRASTRUCTURE WHICH IS MORE THAN EXPECTED SO INVESTORS LOVED THE RESULTS BUT FLINCHED AT THAT ENORMOUS BILL LOOK GOOGLE'S SPENDING SEEMS TO BE WORKING GOOGLE'S CLOUD GROWTH SHOWS US THAT BUT THE PRICE TAG KEEPS CLIMBING FASTER THAN ANYONE THOUGHT AND THAT CONTINUED INCREASE HAS INVESTORS NERVOUS IBM HAD A ROUGH EARNINGS REPORT IT LOWERED ITS REVENUE FORECAST FOR THE YEAR PILING ON TO ITS BRUTAL MONTH WHICH SAW THE STOCK DROP 25% IN A SINGLE DAY LAST WEEK THE GOVERNMENT HAD A ROUGH ONE TOO THE US SOLD 20 YEAR TREASURY BONDS YESTERDAY AND IN ORDER TO GET THE BONDS SOLD IT HAD TO OFFER INVESTORS A YIELD OVER 5% WHICH IS A LOT HIGHER THAN LAST MONTH THAT'S A SIGN THAT INVESTORS ARE NERVOUS ABOUT INFLATION AND THEY WANT TO BE PAID MORE TO LEND THE US MONEY AND IT MATTERS TO YOU BECAUSE TREASURY RATES SET THE TONE FOR MORTGAGES AND CAR LOAN RATES ALMOST EVERY PIECE OF DEBT IN THE US SPEAKING OF INFLATION BECAUSE OF RISING OIL PRICES THE PROBABILITY OF THE FED RAISING INTEREST RATES AT ITS MEETING NEXT WEEK HAS JUMPED FROM AROUND 11% A WEEK AGO TO ABOUT 34% TODAY SO NEXT WEDNESDAY'S FED DECISION IS A LITTLE BIT MORE UNCERTAIN A FEW BRIGHTER SPOTS YESTERDAY SUPER MICRO JUMPED ALMOST 20% ON A RECORD PILE OF NEW ORDERS SERVICENOW AN ENTERPRISE SOFTWARE COMPANY IS UP OVER 5 AND A HALF PERCENT THIS MORNING AFTER ITS AI BUSINESS CROSSED A BILLION DOLLARS AND AT&T ROSE ABOUT THREE AND A HALF PERCENT YESTERDAY AFTER ADDING MORE THAN A MILLION NEW CUSTOMERS THIS MORNING FUTURES ARE POINTING LOWER ON ALPHABET AND RISING OIL PRICES WE'VE ALSO GOT ANOTHER WAVE OF EARNINGS TODAY INCLUDING INTEL AFTER THE CLOSE FOR EVEN MORE DETAIL CLUB WEBSITE OR MY

Transcript

HERE'S WHAT'S GOING ON IN THE STOCK MARKET SO GOOD MORNING AND HAPPY THURSDAY YESTERDAY WAS QUIET ON THE SURFACE BUT A LOT DID HAPPEN SO LET'S TALK ABOUT WHAT HAPPENED AND WHAT I'M WATCHING FOR TODAY SO DURING THE DAY THE MARKET DRIFTED SLIGHTLY LOWER YESTERDAY OIL KEPT CLIMBING THE INTERNATIONAL BENCHMARK TOUCHED ABOVE $95 A BARREL ITS HIGHEST IN OVER AND THAT KEPT INFLATION FEARS FRONT AND CENTER BUT EVERYONE WAS REALLY JUST WAITING FOR THE CLOSING BELL WHEN SOME OF THE BIGGEST COMPANIES IN THE WORLD REPORTED EARNINGS AND THEY DELIVERED PLENTY OF DRAMA LET'S START WITH TESLA IT POSTED RECORD REVENUE AND RECORD DELIVERIES IT'S SELLING MORE CARS THAN EVER OPTIMUS IS STILL MOVING ALONG AND ROBOTAXIS HIT SEVEN NEW MARKETS BUT TESLA'S PROFIT NUMBERS MISSED EXPECTATIONS AND IT SAW PROFIT MARGINS DECLINE A COUPLE OF REASONS TESLA USED TO MAKE A LOT OF EASY MONEY SELLING EMISSIONS CREDITS AND POLICY CHANGES BASICALLY WIPED THAT OUT SO WHEN YOU COMPARE NUMBERS TO LAST YEAR THAT DISTORTS THE RESULTS A LITTLE BIT BUT EVEN JUST LOOKING THE COMPANY SAID AUTOMOTIVE MARGINS ARE DOWN AT LEAST PARTLY DUE TO LOWER PRICES TESLA IS SELLING MORE CARS BUT MAKING LESS MONEY NOW COMBINE ALL OF THAT WITH HIGH SPENDING ON CAPITAL EXPENDITURES AND THE STOCKS DOWN ABOUT 5% THIS MORNING ALPHABET GOOGLE'S PARENT ALSO REPORTED ITS QUARTER REVENUE JUMPED 24% AND ITS CLOUD BUSINESS GREW A STUNNING 82% ON AI DEMAND SO WHY DID THE STOCK FALL ABOUT 4% SPENDING ON CAPITAL EXPENDITURES ALPHABET SAID IT NOW PLANS TO SPEND UP TO $205 BILLION THIS YEAR BUILDING AI DATA CENTERS AND OTHER INFRASTRUCTURE WHICH IS MORE THAN EXPECTED SO INVESTORS LOVED THE RESULTS BUT FLINCHED AT THAT ENORMOUS BILL LOOK GOOGLE'S SPENDING SEEMS TO BE WORKING GOOGLE'S CLOUD GROWTH SHOWS US THAT BUT THE PRICE TAG KEEPS CLIMBING FASTER THAN ANYONE THOUGHT AND THAT CONTINUED INCREASE HAS INVESTORS NERVOUS IBM HAD A ROUGH EARNINGS REPORT IT LOWERED ITS REVENUE FORECAST FOR THE YEAR PILING ON TO ITS BRUTAL MONTH WHICH SAW THE STOCK DROP 25% IN A SINGLE DAY LAST WEEK THE GOVERNMENT HAD A ROUGH ONE TOO THE US SOLD 20 YEAR TREASURY BONDS YESTERDAY AND IN ORDER TO GET THE BONDS SOLD IT HAD TO OFFER INVESTORS A YIELD OVER 5% WHICH IS A LOT HIGHER THAN LAST MONTH THAT'S A SIGN THAT INVESTORS ARE NERVOUS ABOUT INFLATION AND THEY WANT TO BE PAID MORE TO LEND THE US MONEY AND IT MATTERS TO YOU BECAUSE TREASURY RATES SET THE TONE FOR MORTGAGES AND CAR LOAN RATES ALMOST EVERY PIECE OF DEBT IN THE US SPEAKING OF INFLATION BECAUSE OF RISING OIL PRICES THE PROBABILITY OF THE FED RAISING INTEREST RATES AT ITS MEETING NEXT WEEK HAS JUMPED FROM AROUND 11% A WEEK AGO TO ABOUT 34% TODAY SO NEXT WEDNESDAY'S FED DECISION IS A LITTLE BIT MORE UNCERTAIN A FEW BRIGHTER SPOTS YESTERDAY SUPER MICRO JUMPED ALMOST 20% ON A RECORD PILE OF NEW ORDERS SERVICENOW AN ENTERPRISE SOFTWARE COMPANY IS UP OVER 5 AND A HALF PERCENT THIS MORNING AFTER ITS AI BUSINESS CROSSED A BILLION DOLLARS AND AT&T ROSE ABOUT THREE AND A HALF PERCENT YESTERDAY AFTER ADDING MORE THAN A MILLION NEW CUSTOMERS THIS MORNING FUTURES ARE POINTING LOWER ON ALPHABET AND RISING OIL PRICES WE'VE ALSO GOT ANOTHER WAVE OF EARNINGS TODAY INCLUDING INTEL AFTER THE CLOSE FOR EVEN MORE DETAIL CLUB WEBSITE OR MY