P U N D I T  R U M B L E The Tape Debates Scores
WEDNESDAY · AUGUST 5 · THE MORNING LEDGER

The record on the people who call the market.

Financial media has no memory. We are the memory.
S&P 5007,742 +0.1%Nasdaq26,456 -0.5%US 10-yr yield4.62%WTI crude74.66 -1.5%Gold4,310 +5.2%Bitcoin64,703 +1.0%Ether1,914 +2.5%closes as of 2026-08-05

Latest News On The Record

BullAI Winners & Chips“And yeah, it was a very strong quarter for us. We grew revenue over 50% year on year, and we're seeing just tremendou…”Lisa Su · 2026-08-05BullThe AI Trade“We just updated our overall market numbers. We see the market for overall computing and high performance and adaptive…”Lisa Su · 2026-08-05NeutralThe AI Trade“the AI costs are getting so large that everybody has to manage just like you manage your employee costs, you have to…”Lisa Su · 2026-08-05BullThe S&P 500“So actually, over the last 12 months, you've seen S&P forward PE go down by 12 percent and earnings go up by 34 percent.”Tim Murray · 2026-08-05BullThe AI Trade“Amazon probably did the best job on their earnings call of giving you an idea of what the roadmap looks like going fo…”Tim Murray · 2026-08-05
▶ The whole tape, swipeable →
THE ARGUMENT · THE AI TRADEdisagreement of the week
Bear
so we have seen this cluster of building of data centers And we're going to eventually see a cluster of entrepreneurial errors When these data centers are not profitable
Mark Thornton · 2026-08-05
Bull
We just updated our overall market numbers. We see the market for overall computing and high performance and adaptive computing going up to over $2 trillion as we go through 2030.
Lisa Su · 2026-08-05
the whole debate →
THE SHIFT · ED YARDENIthe fed
Then · May 18, 2026
A quarter-point Fed rate hike is “likely” in July 2026 to appease the bond vigilantes.
CNBC ↗
Now · 2026-06-18
“We thought he was a dove who favored lowering the federal funds rate. Instead, he hammered home a strict orthodox message on inflation with a strong commitment to price stability” (his written note, read on air); “it may be a do nothing Fed for a while”
Bloomberg TV ↗
their full recordthe debate
All documented shifts →

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