Hyperscalers

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US SECTORS CALL: Information Technology Is On Sale

Aug 2, 2026 4 min read paid

The S&P 500 closed Friday at 7,489.72. It has been stuck around 7,500 in a summer stall that actually started May 14. Below the calm surface of the market, there has been plenty of turbulence. Adding to last week's volatility was the forced liquidation of Leopold Aschenbrenner's Situational Awareness hedge fund. Apparently, Leo was unaware of the risks of leverage bets

Ed Yardeni
Toby Hearst