Tom Essaye

Great discussion with @BrianSozzi on Yahoo Finance about whether Trump’s recent comments on Iran could be a signal for investors to wade back into this market.

Today the focus is on U.S./Iran tensions. Stocks should continue to trade inversely to oil. If we see any signs of de-escalation (headlines or posts), oil should drop & stocks should rebound. If tensions escalate, expect more pressure on equities. #StockMarket #Oil #Geopolitics

What matters more than the Fed’s next move? What they signal next. Markets are watching if rate cuts are still on track and whether higher oil disrupts that path. When expectations change, markets reprice quickly. #FedWatch #MarketTrends #RateCuts #OilPrices

Sevens Report co-editor Tyler Richey quoted in this Morningstar/MarketWatch article discussing the sharp drop in oil futures as energy ministers consider releasing emergency crude reserves. Here is the full piece: morningstar.com/news/marketwat… #OilPrices #EnergyMarkets @MorningstarInc

Late-season #earnings are still rolling in today with ORCL ($1.34), FNV ($1.68), and KSS ($0.85) set to report. All eyes will be on #Oracle 👀 As a legacy tech giant with growing #AI exposure, its results could either reinforce the fragile AI narrative—or cool it off this week.

With no economic reports today, markets are watching Iran. ➡️ De-escalation headlines could trigger a bounce from early lows. ➡️ Fresh attacks on energy infrastructure would likely send oil higher and weigh on stocks. #Stocks #OilPrices #MarketVolatility #SevensReport

Oil up. Stocks down. Sevens Report was quoted in Barron's discussing how rising crude prices are adding pressure to equity markets. Read the full piece: barrons.com/livecoverage/s… #StockMarket #Oil #Markets #SevensReport @barronsonline

"For me, it signals sort of how aggressive AMD is being in trying to capture chip market share," Sevens Research Report founder @TomEssaye says on AMD and Meta's $100 billion AI chips deal.

For the first time in 3 years, AI headlines are a negative as the market questions whether all this AI investment will actually translate into higher earnings. Will productivity drive real earnings or is this another tech bubble? #Markets #MarketAnalysis #AIInvestment

Bullish sentiment at levels not seen since mid-2021, but capex concerns rising. Interesting tension in markets — Sevens Report featured in Australian Financial Review. Read the full article here: afr.com/markets/equity… @FinancialReview #StockMarket #Trading #Gemini #ChatGPT

Featured in Business Insider on why Google’s Gemini may start taking share from ChatGPT — and what that means for investors and AI narratives. Worth a read: businessinsider.com/google-gemini-… @BusinessInsider #ChatGPT #OpenAI #GoogleGemini #NYSE #WallSt #Stocks #StockMarket

It “sort of makes sense” to roll up SpaceX and xAI into Tesla, according to Sevens Report Research founder @TomEssaye: “If you're an investor in Tesla, you're not investing in it for the cars. You're investing in it for robotaxis, for the future, for technology.”

Global markets are risk-off as U.S.–Europe geopolitical tensions and a sharp rise in bond yields pressure sentiment. Germany’s ZEW beat estimates but was overshadowed by rising JGB yields. No major data today—focus shifts to Treasury bill auctions and a busy earnings slate. #NYSE

"We don't believe we're in a bubble; we think some companies are over-promising, and then some companies are under-promising," Spear Invest founder Ivana Delevska says on AI.

"The Google Gemini AI model is a huge deal because it threatens to make OpenAI and ChatGPT substantially less relevant," Sevens Report Research founder @TomEssaye says. If Google becomes the dominant AI model player, then "the outlook for ChatGPT just got a lot worse," he adds.

"He does seem very relaxed, and I think he should be," Sevens Report Research founder @TomEssaye says on Jensen Huang ahead of $NVDA Q3 earnings. "We have to remember, Nvidia is supplying the chips for all of this data center capacity."

Had a great time chatting with Brian Sozzi on Yahoo Finance about one of the biggest market stories this week — Tesla’s shareholder vote on Elon Musk’s $1 trillion pay package. Full conversation here: 🎥 finance.yahoo.com/video/tesla-in… @YahooFinance #Tesla #ElonMusk #NYSE #Stocks

"As we look at 2026, I can start painting a case that the stock market is starting to make the economy look better than it really is," Sevens Report Research founder @TomEssaye says. "AI is powering the S&P 500 higher."

Meta’s $30B+ AI bet echoes its Metaverse push. Exciting — but risky. Can AI deliver where the Metaverse fell short? Here is my quick take on this: youtube.com/shorts/hqleMVn… Follow @SevensReport for market research & insights that go beyond the headlines. #NYSE #Stocks #Meta #AI

A big day for data: ISM Manufacturing PMI (E: 49.4) could hint at whether growth is steady or slipping. Plus, Fed’s Daly and Cook speak later — markets will be hoping for a dovish tone after recent rate-cut doubts. #EconomicData #NYSE #Stocks #StockMarket #MoneyManagement