Sunday, 9 August 2026

Good afternoon

Your daily brief from the Kristal Research Desk.

2 min

Kristal Pulse · today

US stocks slip as oil jumps 2.75% and a Fed rate hike stays on the table

Your 3-minute daily market update - simplified for busy investors.

The week ahead

Full calendar

27AugFirst extended look at Grand Theft Auto VI arrives on Netflix

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Kristal Lens

AI trade whipsaws as a semiconductor rout reverses on cloud earnings, leaving indices flat

The Philadelphia semiconductor index fell ~26% from its June high before Microsoft's blowout Azure quarter and a forced fund liquidation sparked an ~8% chip rally, leaving the S&P 500 up 0.96% and the Nasdaq 100 up 0.52% on the week to July 31, 2026.

Deepakshi31 Jul

Kristal Reads

The Re-Bundling of Silicon

The next semiconductor battle is not inside the chip. It is around the package.

Kristal Research Desk3 Jul18 min

Webinar

Fiscal Dominance: The New Reality for Global Markets

Webinar Recording | Fiscal Dominance

IC Outlook

IC Outlook - Q3 2026 | From Fog to Formation

Kristal's Investment Committee made its biggest portfolio pivot since April at its July 6, 2026 meeting, re-engaging selectively with risk after the Strait of Hormuz shock exposed which parts of the global system proved resilient.