『After the Bell - Aug 17 2026』のカバーアート

After the Bell - Aug 17 2026

After the Bell - Aug 17 2026

無料で聴く

ポッドキャストの詳細を見る

AFTER THE BELL

Monday, August 17, 2026

In 1998, Russia defaulted on its own debt while the market kept extending credit to a story it had every reason to doubt. Today's session was a much smaller reminder of the same lesson — geopolitical risk sits quietly for months, then presents the whole invoice at once.

THE SESSION

Stocks finished lower as an expiring US-Iran memorandum pushed oil higher, dragging bond yields up with it. Gold and the dollar told a more complicated story underneath — up and down at the same time, which says more about unease than panic.

THE MOVERS

Constellation Brands, L3Harris, and Carvana led the declines — a Berkshire exit, a CEO ouster, and a stock just falling under its own weight. SanDisk, Applied Materials, and Marvell led the gains on renewed AI-hardware enthusiasm.

THE DEEP DIVE

SpaceX rose again — but not for the tidy reason you'd expect. The real story is a staggered share-unlock structure that's been testing supply and demand since June, and why the easy "rocket company has good day" explanation misses what's actually moving the stock.

P.S. — Made with AI. Nothing here is financial advice — talk to a licensed human before you act on any of it.

adbl_web_anon_alc_button_suppression_t1
まだレビューはありません