Closing Brief

Jul 23 · 4:30 PM EDT

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Markets faced heightened fear as major indices declined alongside a surge in volatility, with industrials and healthcare offering some resilience amid mixed earnings that saw notable beats from key tech and industrial names. The megacap portfolio maintained its strength relative to the broader market despite the cautious tone.

Market Snapshot

IndexPriceChange
S&P 5007,408.30-1.21%
Dow Jones51,711.65-0.97%
Nasdaq25,137.69-2.15%
Russell 20002,940.16-0.67%
VIX18.70+12.38%
Sentiment:Fear (40)-1 from last week

Sector Performance

Leaders

Industrials+1.73%
Healthcare+1.26%
Utilities+0.57%

Laggards

Cons. Disc.-4.61%
Comm. Svc.-3.50%
Cons. Staples-1.39%

Cross-Asset Moves

10Y Yield

4.70%

+0.05

Gold

$4,051.00

-2.31%

Oil (WTI)

$91.82

+5.75%

Bitcoin

$65,118.00

-1.49%

USD Index

101.44

+0.30%

HYG

$79.23

-0.36%

Earnings Reported Today

SymbolEPSEst.Surprise
INTC(AMC)$0.42$0.22+93.73%
RTX(BMO)$1.89$1.68+12.63%
TMUS(BMO)$3.13$2.65+18.21%
TMO(BMO)$6.03$5.77+4.53%
UNP(BMO)$3.41$3.28+4.08%

Signal Performance

Megacap Portfolio (2026-07 month-to-date)View signals ›
+5.7% portfolio-1.2% SPY

Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
Continuing Jobless Claims
Initial Jobless Claims
10-Year TIPS Auction2.169%

Earnings Today

SymbolEPS Est.Rev. Est.
INTC(AMC)$0.22$14.7B
RTX(BMO)$1.68$23.1B
TMUS(BMO)$2.65$23.4B
TMO(BMO)$5.77$11.8B
UNP(BMO)$3.28$6.8B

Attention turns to tomorrow's continuing and initial jobless claims data, which will be closely watched for further insight into labor market conditions.

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