Closing Brief

Jul 27 · 4:30 PM EDT

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Markets showed a mixed tone with modest gains in some areas despite rising fear and a higher VIX, while earnings were mixed with notable beats and misses. The megacap portfolio remains ahead of the broader market this month amid sector rotation away from technology.

Market Snapshot

IndexPriceChange
S&P 5007,413.18+0.02%
Dow Jones52,210.08+0.51%
Nasdaq24,932.08-0.18%
Russell 20002,948.03+0.62%
VIX18.67+0.48%
Sentiment:Fear (40)+2 from last week

Sector Performance

Leaders

Cons. Staples+1.46%
Cons. Disc.+1.31%
Comm. Svc.+1.28%

Laggards

Energy-2.11%
Utilities-1.32%
Technology-0.90%

Cross-Asset Moves

10Y Yield

4.64%

-0.04

Gold

$4,082.80

+0.37%

Oil (WTI)

$81.89

-8.31%

Bitcoin

$64,948.50

-0.60%

USD Index

101.51

+0.04%

HYG

$79.27

+0.05%

Earnings Reported Today

SymbolEPSEst.Surprise
WELL(AMC)$1.60$0.64+150.47%
CDNS(AMC)$2.11$2.10+0.67%
CINF(AMC)$1.43$1.88-23.86%
FFIV(AMC)$4.73$4.08+15.93%
UHS(AMC)$5.98$6.02-0.61%

Signal Performance

Megacap Portfolio (2026-07 month-to-date)View signals ›
+7.6% portfolio-1.0% SPY

Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
Core Durable Goods Orders (MoM) (Jun)1.4%
Durable Goods Orders (MoM) (Jun)-4.5%
Atlanta Fed GDPNow (Q2)

Earnings Today

SymbolEPS Est.Rev. Est.
WELL(AMC)$0.64$3.4B
CDNS(AMC)$2.10$1.6B
NUE(AMC)$4.42$10.2B
EA$0.83$1.5B
PYPL(BMO)$1.30$8.6B

Attention turns to tomorrow’s durable goods orders and the Atlanta Fed GDPNow update for further economic clarity.

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