Sevens Report Research founder interviewed on Yahoo Finance discussing Apple’s comeback in the AI race

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The bulk of earnings season is here as Tom Essaye joins Yahoo Finance

Apple nears $4T market cap. Is it catching up in the AI race?

Yahoo Finance Senior Business Reporter Ines Ferré and Sevens Report Research founder Tom Essaye join Opening Bid host Brian Sozzi to discuss Apple’s comeback in the artificial intelligence (AI) race.

Also, click here to view the full interview on Yahoo Finance published on October 21st, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Earnings Season is Here: Tom Essaye Interviewed on Yahoo Finance

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The bulk of earnings season is here as Tom Essaye joins Yahoo Finance

What earnings are telling investors: Don’t bet against US companies

Sevens Report Research Founder Tom Essaye and Yahoo Finance senior reporters Allie Canal and Ines Ferré weigh in on what the latest round of earnings is signaling to investors.

Also, click here to view the full interview on Yahoo Finance published on October 21st, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye: Markets Expect ‘Cooler Heads’ to Prevail in U.S.-China Trade Tensions

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Sevens Report says tariff threats are unlikely to weigh heavily on stocks unless a full-scale trade war erupts.

Markets believe U.S., China will find trade compromise – Sevens Report Research

According to Sevens Report Research, investors remain largely unfazed by renewed U.S.-China trade tensions, with markets betting that both sides will ultimately compromise. Tom Essaye noted that while President Trump’s tariff threats and Beijing’s export limits on rare earths have raised concerns, optimism ahead of a planned meeting between Trump and Xi Jinping has kept sentiment stable. Essaye said “scary headlines” are unlikely to drive markets lower as long as traders believe a full-blown trade war can be avoided. For now, stock direction remains more influenced by economic growth and AI enthusiasm.

Also, click here to view the full article published in Investing.com on October 21st, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye: 10-Year Yield Recovery Key for Stock Market Stability

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Sevens Report says credit fears at regional banks are unlikely to sustain yield declines unless they worsen.

10-year Treasury yield edges up after falling below 4% on regional-bank worries

The 10-year Treasury yield hovered near 4% Friday after dipping below that level amid renewed concern over regional bank loans. Tom Essaye of Sevens Report Research said that while credit fears briefly drove yields lower, they are unlikely to keep falling unless the issue becomes a broader economic problem. He added that a move back above 4% would be a positive signal for stocks, reflecting easing market anxiety.

Also, click here to view the full article published in MarketWatch on October 17th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Jamie Dimon’s “Cockroach” Warning Puts Credit Markets on Watch

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Recent bankruptcies raise concern over broader economic stress, with Sevens Report highlighting the Baa-over-Treasuries spread as a key risk gauge.

What to Watch for Signs of Broader Credit Market Stress

Jamie Dimon’s remark that “when you see one cockroach, there’s probably more,” referencing the bankruptcy of subprime auto lender Tricolor Holdings, has sparked new worries about hidden credit-market stress. Alongside the collapse of auto-parts maker First Brands, investors are questioning whether these cases are isolated or signs of broader weakness. According to Sevens Report analysis, the key metric to monitor is the Baa-over-Treasuries spread, a measure of risk in high-yield credit. A move toward 2.00% from the current 1.72% would signal rising systemic stress and increased downside risk for equities.

Also, click here to view the full article published in Barron’s on October 17th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Oil Prices Hover Near Key Support as Downside Bias Persists Says The Sevens Report

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Sevens Report’s Tom Essaye says WTI crude remains technically bearish, with $60–$61 marking a crucial line for oil bulls.

Oil: Ceasefire Deal Reinforces Bearish Technical Trend

Commodities have maintained a downside bias as easing Middle East tensions weigh on oil markets, according to Tom Essaye, president of the Sevens Report. He notes that WTI crude has been in a bearish trend since August 2024, with $60–$61 per barrel serving as a critical technical support zone. A decisive break below could spark a drop toward $57. Rising global supply from OPEC+ and near-record U.S. production, combined with softer demand expectations, keep risks tilted lower. Still, Essaye cautions that with sentiment crowded to the bearish side, oil remains vulnerable to a short-covering rally on any bullish surprises.

Also, click here to view the full article on Moneyshow.com published on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Powell’s Tone Could Add Pressure to Fragile Markets, Says Essaye

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Sevens Report’s Tom Essaye warns that even a mildly hawkish stance from the Fed chair could weigh further on equities.

Stocks Fall as China Retaliation Rattles Traders: Markets Wrap

“Any less-dovish tone from Fed Chair Powell has the potential to add pressure to an already fragile and heavy equity market today,” said Tom Essaye at The Sevens Report.

Also, click here to view the full article published in Bloomberg on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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The Declines Could be Sharp and Painful – Tom Essaye Quoted in Bloomberg

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The declines could be sharp and painful warns Tom Essaye

US Stocks Bounce as Waning Trade Fears, AI Deal Fuel Dip Buying

“As long as the AI capex enthusiasm lasts, stocks can hold on,” said Tom Essaye of the Sevens Report. However, “if doubts emerge about the stimulative power of AI for the entire economy and market, then investors will have to face this less-than-ideal reality and the declines could be sharp and painful.”

Also, click here to view the full article published in Bloomberg on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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AI Now the “Lynchpin” Holding Up Stocks, Warns Tom Essaye

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Sevens Report’s Tom Essaye cautions that AI enthusiasm is masking deeper market risks from tariffs, a cooling labor market, and government dysfunction.

‘AI is becoming a larger and larger lynchpin’ for stock market, analyst warns

Tom Essaye, founder of Sevens Report Research, warns that the stock market could face a “horror-movie scenario” if three key risks hit at once — an AI bubble burst, worsening consumer strain, and a weakening labor market. He points to OpenAI’s $500 billion valuation and stretched tech prices as signs of speculative excess. Meanwhile, rising delinquencies at companies like CarMax show lower-income consumers are increasingly pressured.

Essaye cautions that while the economy still looks stable on the surface, markets are ignoring the potential for rising unemployment and slowing growth. If AI optimism fades and consumer spending weakens, the S&P 500 could fall 20–30%, mirroring the drawn-out collapse of the early 2000s tech bubble.

Also, click here to view the full article published in MarketWatch on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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AI Spending Boom Keeps Markets Afloat, But Risks Loom, Says Tom Essaye

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Sevens Report’s Tom Essaye warns of sharp declines if confidence in AI’s economic impact fades, while Gabelli’s John Belton urges caution against “bubble” talk.

U.S. stocks rebounded strongly, with the S&P 500 rising 1.6% driven by AI capital expenditures

Tom Essaye, founder of Sevens Report, said that the ongoing AI capital expenditure boom remains the key force sustaining stock market strength. However, he cautioned that if investors begin to question AI’s broader economic benefits, the resulting selloff could be “swift and painful.” Gabelli fund manager John Belton added perspective, acknowledging that while parts of the market appear overheated, labeling the trend as a full-blown “bubble” oversimplifies the situation.

Also, click here to view the full article on Chaincatcher.com published on October 13th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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