About this episode

The episode discusses the shift to AI software monetization and analyzes upcoming earnings from major tech companies.

Fresh news and strategies for traders. SPY Trader episode #1665. Barnaby Bullmarket analyzes the shift to AI software monetization, upcoming earnings from Microsoft and Alphabet, and the Fed's neutral rate environment. Get tactical insights on ETFs like QQQ, VOO, and VNQ before the Friday PCE inflation report.

People in this episode

Host: Manoj Sharma

Topics covered

• AI software monetization
• Big Tech earnings
• trading strategies
• inflation report
• ETF analysis

Keywords

• AI software
• Big Tech
• Microsoft earnings
• Alphabet earnings
• PCE inflation report
• trading strategies
• ETFs

Mentioned in this episode

Organizations: Microsoft, Alphabet, Fed

Products: QQQ, VOO, VNQ

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• The AI Pullback: Navigating the New Market Rotation · July 17, 2026 · 5 min
• Beyond the AI Bubble: Navigating the Great Sector Rotation · July 16, 2026 · 4 min
• Wall Street’s Record Run: Cooling Inflation and the AI Surge · July 15, 2026 · 5 min

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