Tom Essaye

Official X Account of Tom Essaye @sevensreport | Everything you need to know about markets by 7:00 a.m. each morning in seven minutes or less.

[Tom Essaye @TomEssaye]

Markets faced three important tests last week.

The headlines told one story. The bigger picture may be different.

That's today's focus in the Sevens Report: https://t.co/GW3JhWDUkq

#SevensReport #StockMarket #NYSE #Investing #Trading #MarketResearch

[Tom Essaye @TomEssaye]

Markets leave clues. The challenge is knowing where to look.

One market relationship has been quietly sending a message all year. It's worth paying attention to.

More in today's Sevens Report.

https://t.co/GW3JhWDUkq

#NYSE #Stocks #StockMarket #MarketSignals

[Tom Essaye @TomEssaye]

Three events. One market narrative.

This week may determine whether the rally continues—or whether investors begin questioning the assumptions behind it.

Today's focus in Sevens Report: https://t.co/GW3JhWDUkq

#Stocks #Fed #MarketResearch #NYSE #StockMarket

[Tom Essaye @TomEssaye]

The S&P 500 is sitting near a key valuation pivot.

Not just another chart level.

A level that could help determine whether this rally extends... or pauses.

We're breaking it down in today's Sevens Report: https://t.co/GW3JhWDUkq

#NYSE #StockMarkets #MarketResearch

[Tom Essaye @TomEssaye]

The market isn't pricing in perfection.

But it is pricing in continued strength from two themes:

• AI earnings
• Inflation moderation
If either changes, expectations may change too.

Today's Sevens Report explores why. https://t.co/GW3JhWDUkq

#Fed #NYSE #Stocks

[Tom Essaye @TomEssaye]

Sometimes the biggest market signal isn't what's happening...

It's what's not happening. Economic data has generally supported stocks.

So why isn't the bond market confirming that story?

That's one of today's key discussions. https://t.co/GW3JhWDUkq

#StockMarket #Bonds #NYSE

[Tom Essaye @TomEssaye]

Markets have traded one source of uncertainty for another.

The next move may depend less on the jobs report itself...& more on how investors interpret it. That's our focus in today's Sevens Report.

To receive today's full issue: https://t.co/GW3JhWDUkq

#StockMarket #Fed #NYSE

[Tom Essaye @TomEssaye]

Markets can absorb higher inflation.

Markets can absorb massive AI spending.

What they struggle with is uncertainty around whether either trend is sustainable. That's what we're watching. To receive free Sevens Report, click here: https://t.co/GW3JhWDUkq
#AI #StockMarket #NYSE

[Tom Essaye @TomEssaye]

Markets are trading one source of uncertainty for another. As geopolitical tensions fade from center stage, investors are turning their attention to:

📈 Fed policy
🤖 Micron earnings and AI demand
📊 The first meaningful look at June economic growth

#Stocks #StockMarket #NYSE

[Tom Essaye @TomEssaye]

Markets may be getting relief from 2 major headwinds:
✅ U.S.-Iran peace hopes
✅ Fading Fed rate hike fears
But is that enough to keep stocks pushing higher?
That's one of the key questions we tackle in today's Sevens Report. Receive today's full issue: https://t.co/GW3JhWDUkq

[Tom Essaye @TomEssaye]

Markets have a lot to digest this week:
🔹 Potential AI oversupply concerns
🔹 Key inflation data ahead
🔹 Rising geopolitical tensions
🔹 Treasury auctions and rate expectations

Tech is rebounding, but oil, yields, and global growth concerns remain in focus.
#StockMarket #AI

[Sevens Report @sevensreport]

Stocks closed at record highs as investors looked past geopolitical uncertainty and focused on continued growth in AI infrastructure spending.

The rally remains heavily supported by strong demand across semiconductors, networking, memory, and data center companies.

[Tom Essaye @TomEssaye]

Markets are shifting back into “risk-on” mode as oil prices retreat and investors grow more optimistic about a potential U.S./Iran #ceasefire deal.

But if a deal gets done, how much of that optimism is already priced into stocks?

That’s the key market debate right now.

#Stocks

[Tom Essaye @TomEssaye]

Tech and AI stocks keep ripping higher despite rising yields and geopolitical risks.

So what’s really driving this: fundamentals or momentum? We break it down in today’s Sevens Report. We break it down in today’s Sevens Report: https://t.co/GW3JhWDUkq

#Tech #AI #Oil #NYSE

[Sevens Report @sevensreport]

This week’s key event: Friday’s jobs report.

Strong growth has supported markets—this is the test.

Strong data = confidence stays high
Weak data = new doubts emerge
The labor market will set the tone.

#jobsreport #economy #markets

[Sevens Report @sevensreport]

Stocks fell as AI concerns, rising yields, and higher oil weighed on sentiment.

A report on OpenAI hit multiple sectors, not just tech.

Oil and yields remain elevated, signaling caution beneath the surface.

[Tom Essaye @TomEssaye]

Enjoyed joining Schwab Network to break down UPS earnings and what they mean for the broader economy.

A softer Q1 is largely priced in. The real focus is whether we’re moving into stabilization or just slower normalization.

#MarketExpectations #MarketImpact #NYSE

[Schwab Network @SchwabNetwork]

.@TomEssaye shares his expectations for $UPS quarterly earnings and why it may not be a barometer for the U.S. economy.

Meanwhile, @TomWhite_S demonstrates an example trade for the stock.

For more market news, tune in at: https://t.co/NkPI7iQxmx

[Tom Essaye @TomEssaye]

Had a great conversation with @BrianSozzi on Yahoo Finance talking AI leadership.

This is a fast-moving space, and those early strategic bets are starting to matter more.

#NYSE #Amazon #Anthropic #AI

[Yahoo Finance @YahooFinance]

Regarding Anthropic, "Amazon really chose the right horse to back," Sevens Report Research founder @TomEssaye says on leadership in the AI space.

He explains.

[Yahoo Finance @YahooFinance]

"I think the biggest fundamental wildcard for this market that could really cause problems in the back half of 2026 is if all of a sudden we have to think about rate hikes," Sevens Report Research founder @TomEssaye says.

[Tom Essaye @TomEssaye]

Q1 earnings continue with major banks + large caps reporting today.

JPM, BLK, C, WFC, JNJ, ACI

For the rally to hold:
Cool inflation + positive geopolitics + strong earnings

All three matter today.

#NYSE #Stocks #StockMarket #Earnings #Geopolitics #Inflation