Macro Analyst

Jul 31, 2026 · bearish

The worst month for (https://www.marketwatch.com/story/s-p-500-heads-for-the-first-july-decline-since-2014-here-are-the-stocks-that-led-the-selloff-5677f63b?mod=mw_rss_topstories) isn't about capex intensity — it's about Tim Cook's tell.

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