Daily General Analysis
July 18, 2026
☕ Wall Street Espresso – 07/19/2026
Folks, the geopolitical scene has turned into a thriller with oil, while tech and crypto are flexing their muscles. Let's get straight to what matters.
Missiles in the Gulf and Oil at $86
Fact: Iran launched missiles over Jordan targeting a US base in Saudi Arabia, while Trump intensifies airstrikes on Iranian energy infrastructure – Brent surged 5% to $85.58, with WTI heading towards $90.
I Would Reduce exposure to risk assets linked to the region, but I Would Buy oil (USO, XLE).
Assets/Sectors: Petrobras (PBR), Chevron (CVX), Energy ETF (XLE), global logistics.
TSMC Pours $100B into the US
Fact: TSMC announced an additional $100 billion investment in US factories, celebrated by the State Department as proof of the strengthening semiconductor supply chain.
I Would Buy TSMC (TSM) and chip equipment suppliers.
Assets/Sectors: TSMC (TSM), ASML (ASML), AMD (AMD), NVIDIA (NVDA).
Databricks Valued at $188B – AI Running Wild
Fact: Databricks hit a $188 billion valuation after a round led by Coatue, solidifying its shift from big data to artificial intelligence.
I Would Buy exposure to AI via thematic ETFs (AIQ, BOTZ) or cloud stocks (MSFT, AMZN).
Assets/Sectors: Microsoft (MSFT), Amazon (AMZN), Snowflake (SNOW), Palantir (PLTR).
Lucid Up 12% – Uber Partner and No Bankruptcy
Fact: Lucid soared after the CEO denied bankruptcy and announced a strategic partnership with Uber and another tech firm (possibly Nuro).
I Would Hold Lucid (LCID) – the jump is good, but the cash burn remains frightening.
Assets/Sectors: Lucid (LCID), Uber (UBER), Rivian (RIVN), Electric vehicle ETFs (DRIV).
CRO Surges 8.6% – Exchange Token Reacts
Fact: Crypto.com's token (CRO) jumped 8.6% with explosive volume, possibly driven by rumors of a new product or partnership.
I Would Hold – interesting move, but the crypto market is still too volatile to jump in now.
Assets/Sectors: CRO, BTC, ETH, centralized exchanges (COIN).
Strait of Hormuz: Traffic at 3-Week Low
Fact: Iran-US tensions have drastically reduced crossings in the Strait of Hormuz, threatening 20% of global oil traffic.
I Would Buy integrated oil companies (XOM, SHEL) and protection via inflation options.
Assets/Sectors: Exxon (XOM), Shell (SHEL), BP (BP), maritime insurers.
Immediate Opportunities
- Oil – Buy USO or XLE as Brent tests $90. The supply shock is real.
- Semiconductors – TSM and ASML benefit from US reshoring. The $100B injection is just the beginning.
- AI and Cloud – Databricks shows the appetite for enterprise AI remains insatiable. MSFT and AMZN are safe bets.
- Crypto (very selective) – If CRO truly signals a recovery, Bitcoin tends to follow. But only enter with a stop-loss.
Risks on the Radar
- Iran-US Escalation – Missiles over Saudi Arabia could close the Strait of Hormuz. Prepare for oil at $100.
- AI Valuation Bubble – $188B for Databricks without consistent profit? The market could correct if the Fed doesn't cut rates.
- Lucid Still Burning Cash – The Uber partnership is cool, but the company needs revenue. If it fails, the fall could be ugly.
- Volatile Crypto – CRO went up, but in 24 hours it could lose everything. Don't trust a "recovery" without fundamentals.
Sources:
Crypto Briefing (Oil) |
Biztoc (Lucid) |
Diariobitcoin.com
Databricks alcanza una valoración de USD $188.000 millones impulsada por su apuesta por la IA
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