Today’s Market Heat – July 18, 2025
Indexes hover near records even as Netflix slides post-earnings. A sweeping U.S. tariff countdown puts the EU, China, metals, and supply chains under the microscope. Powell faces renewed political pressure. Energy turns a corner with a pickup in U.S. rigs.

In This Episode:

• U.S. market recap: indexes, sentiment shift, crypto cool-down

• Netflix: beat the numbers, missed the mood — why shares dropped

• Tariff watch: Aug 1 deadline, sectors at risk, Canada trade moves

• Fed Watch: Can the White House really dump Powell? Why it matters to rates

• Energy flash: rig activity ticks higher, what it could signal

Action Corner: Key levels to watch, volatility triggers, and how short-term traders vs. long-term allocators might respond.

🎙 Host: Kanwar Gautam
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Dive into the numbers behind Wall Street’s most‑searched stock. Aria and Jay break down NVIDIA’s record‑shattering earnings, the hidden HBM chip shortage, and the China export curveball that could yank $8 B off the top line. You’ll hear how AMD, Intel, and Google are plotting a GPU takeover, which whales (Vanguard, BlackRock, Saudi PIF) keep loading up, and why Michael Burry just slapped on a massive put position. Stick around for three trade ideas—from long‑dated LEAPS to a spicy AMD vs. NVDA pairs play. Stream now and level‑up your portfolio before the next bell rings!

⏰ Episode date: July 16 2025
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Inflation spikes, the Fed freezes, the dollar dives—and Bank of America cashes in. Aria & Jay unpack July 16’s wild pre‑market tape, looming EU‑US tariff wars, and trade ideas you can act on today.

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