All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
The House passed a $1.15 trillion defense bill. I think Lockheed Martin (LMT) is due for a bounce, and earnings tomorrow is the real test.
The House passed a $1.15 trillion defense authorization bill Wednesday and defense stocks rallied, but not evenly. Lockheed Martin and Northrop Grumman are still down 25% to 30% from their 2026 highs, RTX and General Dynamics already recovered, and Lockheed reports earnings Thursday morning.
I let Claude AI trade $100 on Robinhood, week 4: It's 0 for 4, then it passed on IREN's 17% jump, and watched it run higher
Claude AI is 0 for 4 with my $100 and the account is down to $74.59. On Monday it built an order for IREN at $39.45, then found that the same stock had popped on the same news back on July 6 and given back 23%, and walked away. IREN ran higher without it.
I let Claude AI trade $100 on Robinhood, week 3: it sold MSTR right at the low and it gapped up 6% the next morning
The AI running my $100 Robinhood account cut MicroStrategy (MSTR) at $90.93 on Monday. Tuesday morning MSTR gapped up about 6%. It drives me insane, but the deal was that Claude makes the calls, so I am letting it ride.
The government is banking on drones becoming the future of warfare. The stocks got crushed anyway
Ukraine is fighting with cheap, disposable drones and the Pentagon wants nearly $75 billion for unmanned systems next year. AeroVironment, Kratos, Red Cat, Ondas, Unusual Machines, and AIRO are all down 45% to 65% anyway. Here's why.
Bullish Watch, week of July 13: the market panicked over a Meta headline, and got it wrong
This week's watchlist, updated through Tuesday: Nebius gave back its early bounce on a data-center headline unrelated to its business, Kraken Robotics is holding up best of the five, Intel swung from a 6% drop to a 4.5% rally in two days, and Rocket Lab and Harmonic are still finding their footing.
I let Claude AI trade $100 on Robinhood, end of week 2: it dumped RCAT at a 13% loss and bought MSTR instead of anything I wanted
Claude, the AI running my $100 Robinhood agentic account, finally cut Red Cat at a 13% loss. Then it ignored every discounted ticker I suggested and put nearly the whole account into MicroStrategy. End of week 2 letting Claude trade my money.
My $100 Claude AI trade in RCAT: still holding, week 2
The Robinhood Agentic AI's first pick, Red Cat (RCAT), is down about 5% heading into week 2. Here is why I am not selling, the real drone-program news that came out over the holiday, and where the cut line and target still sit.
Ondas (ONDS) buys DZYNE for $875 million: bigger platform, more dilution
Ondas (ONDS) is buying DZYNE Technologies for $875.8 million, mostly in stock, and raised its 2026 revenue guidance to at least $525 million. It's also the biggest dilution event yet in a year of stock-funded acquisitions. Here's what the deal means and what to watch next.
I let Claude AI trade $100 of my money and it bought Red Cat (RCAT)
I funded Robinhood's new Agentic AI account with $100 and let Claude trade for me. Its first pick was Red Cat (RCAT) at $10.68, an Army drone stock I would not have grabbed myself. Two days in, it is green, and I still cannot fully explain the pick. My honest, slightly humbling take.
Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally
Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.
AeroVironment (AVAV) jumps after hours on a Q4 beat and raise (June 29)
AeroVironment (AVAV) beat on both lines in fiscal Q4, with adjusted EPS of $1.84 and revenue of $641.6M up about 133% year over year, then guided fiscal 2027 well above. The stock jumped roughly 15% after hours.
AeroVironment (AVAV) reports earnings tonight, and drone stocks Red Cat (RCAT) and Ondas (ONDS) rally with it
AeroVironment (AVAV) reports earnings after Monday's close, and the small-cap drone group is rallying with it, led by Red Cat (RCAT) up about 8%, with Ondas (ONDS) and Draganfly (DPRO) higher.