OM DENNE EPISODE
A split week: the S&P 500 and Nasdaq slipped while the Dow and Russell 2000 climbed. Megacap tech got re-priced on AI capital spending — Meta raised 2026 capex to $135–145B and turned free cash flow negative, Tesla cut its vehicle target, IBM warned on enterprise software budgets. Then Friday brought an oil shock: Houthi drone attacks on Saudi Aramco sent Brent toward $117. Gold fell 4% to $4,000, bitcoin held $81K, and the 10-year ended at 5%. Next week: the FOMC decision, Microsoft and Alphabet earnings, and PCE inflation.
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