Tom Essaye Analyzed Three ETFs Launched In July

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Small-Caps, Bitcoin, and a Cathie Wood Buffer: 3 New ETFs

Strategist Tom Essaye analyzed three exchange-traded funds launched in July: Wasatch Small/Mid Cap, T. Rowe Price Active Crypto, and ARK DIET Q3 Buffer.

Small-caps, crypto, and Cathie Wood. That trio caught the attention of top strategist Tom Essaye.

Two are the themes of new exchange-traded funds. The other is a new ETF run by the savvy money manager Wood.

Tom Essaye, editor of The Sevens Report newsletter, often takes a look at ETF launches and other actively managed funds in the news.

Also, click here to view the full article published in Barron’s on August 26th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Nvidia’s Results – Tom Esssaye Quoted In Advisors Perspectives

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US Stock Futures Climb as Nvidia’s Outlook Lifts Tech Sector

Nvidia’s results from Wednesday were “generally in-line” but it’s guidance was strong enough that it’s “boosting tech and futures” Thursday morning, Sevens Report founder Tom Essaye wrote.

Also, click here to view the full article on AdvisorsPerspectives.com published on August 27th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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How Are They Going To Monetize AI | Tom Essaye Interviewed on Yahoo Finance

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How is Meta going to monetize this? Tom Essaye Discusses Meta Post-Settlement

Is Meta a buy after its $16.68 billion social media case settlement?

Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about the company’s future and how it will approach monetizing AI.

I don’t think that this overhang is really the problem with Meta. I think the bigger problem is how are they going to monetize AI? To Angelo’s point earlier, we are shifting to a monetization phase. If you look at some of the other Mag 7 names, if you look at Google is sort of one of the closest competitors. Well, it’s obvious how they’re going to monetize it, right? They have Gemini, they have their chip business, they have their cloud storage business. How is Meta going to monetize this? Is it through better search revenue or better ad revenue through Insta? Is it through Facebook? Is it through leasing?

Also, click here to view the full video published on Yahoo Finance on August 26th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye On Why Cloud Capacity Is The Next Critical Bottleneck In AI Infrastructure

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Why Google and Amazon rank top among Cloud hyperscalers for AI

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.

So, I do like the hyperscalers, but I like the ones with the best cloud businesses. So really it’s not even so much that I love the hyperscalers, it’s that I love cloud right now because I think the cloud capacity is could be number uh number for first of all, the next bottleneck that has to be resolved in this AI day to build out after semiconductors and memory. And also it it provides an opportunity to generate revenue right now. So if I had to rank them in order, it would probably be Amazon, or excuse me, Google, Amazon and then Microsoft. The reason Microsoft is last is because I do think they have some risk on their office suite given, you know, some of the the AI software purge that we’re seeing. Uh but I think those three are attractive, mainly because of their cloud business, it’s providing revenue now.

Essaye is staying cautious about the Magnificent Seven names heading into earnings. 

Also, click here to view the full video published on Yahoo Finance on August 10th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Geopolitical Uncertainty Leaves Market Risks Skewed

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Oil: Trading in a “War Range” After Testing Pre-Conflict Lows

WTI crude oil futures posted a strong rally to start the week as last week’s heavy selloff was predicated on optimism that the US and Iran were poised to make progress on peace talks. After testing pre-war lows in early July, WTI has rallied back into the H1 2026 “war range” between $85 and $105 per barrel, writes Tom Essaye, president of the Sevens Report.

The lack of any progress towards a lasting ceasefire between the US and Iran, paired with the disappointment surrounding failed efforts by Oman and Iran to strike an independent agreement, further added to a squeezy rally in oil. WTI futures ended Monday higher by 5.2%.

Looking ahead, geopolitical uncertainty leaves market risks skewed in favor of the oil bulls. Global supply dynamics are getting closer to increasingly dire levels with each passing week that oil tanker traffic through the Strait of Hormuz remains at an effective standstill.

Until there is clarity on when Hormuz may reopen for free trade, WTI is set to trade between a newly formed band of technical support spanning $70-$75 and resistance from $95-$100.

Also, click here to view the full article published in moneyshow.com on August 12th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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The Market’s Just Waiting For The Light To Turn Green

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The Stock Market Is at a Stop Light. Wall Street Awaits ‘Green Light’ on Iran, Inflation.

“We really are at a little stoplight on the drive higher, and the market’s just waiting for the light to turn green on Hormuz and on CPI, and then I think the rally will resume,” says Sevens Report Research’s Tom Essaye.

For the market, the on-again-off-again nature of supposed talks to reopen the Strait of Hormuz have become a “nuisance” for markets, Essaye says, though he thinks Wall Street sees an agreement as inevitable. In the meantime, WTI crude oil futures were up 1.3% to $83.20 a barrel.

“That’s not on the forefront of the market’s radar, but it should be,” Essaye says. “Because if we get a hot CPI tomorrow, they’re going to take a run toward 5%, probably by the end of the week. And that would be a new negative for markets.”

Also, click here to view the full article published in Barron’s on August 11th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Earnings Growth Is Really Acting As A Massive Support For The Market

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Tech Stocks Slide Again Ahead of Key Inflation Reports

Sevens Report Research’s Tom Essaye told Barron’s that Wall Street is viewing the mixed signals over the key energy shipping choke point as “a nuisance.”

“All the market cares about is transit through the Strait getting back to normal, and that is going to happen,” says Essaye. “This sort of mindless delay that we’re going through, and back and forth, is now just sort of an annoyance more than anything else.”

The attention will turn to inflation starting with the Wednesday release of the consumer price index for July, followed the respective update on wholesale prices on Thursday. Essaye doesn’t expect the data to spark a broader stock market swoon.

“The earnings growth is really sort of acting as a massive support for the market, so for that to be overcome, we have to have really significantly negative macro risks,” says Sevens Report Research’s Tom Essaye. “And they’re just not there.”

Also, click here to view the full article published in Barron’s on August 11th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Argues The Risks Will Be Worse In The Case Of A Too Hot Report

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Dow and Nasdaq Head in Different Directions

Wall Street is holding its collective breath ahead of tomorrow’s July nonfarm payrolls report. The threat of higher interest rates have traders holding out hope for a report that’s not too hot, but not too cold, either. Sevens Report Research’s Tom Essaye argues the risks will be worse in the case of a “too hot report.”

“A very strong jobs report could boost wage-driven inflation fears, which could cause the 10-year yield to rise (that would clearly be a headwind on stocks),” Essaye writes. “Conversely, even if the jobs report is soft (and the August release can sometimes be), it’s just one bad labor market indicator (while all the rest are showing stability).”

Also, click here to view the full article published in Barron’s on August 6th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Sevens Report’s Tyler Richey Calls It A Measurable Warning Signal

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Frequent Intense Market Fluctuations Mark 2026

Sevens Report’s Tyler Richey calls the dispersion a measurable warning signal.

Analysts disagree about what this actually means. Tyler Richey from Sevens Report Technicals calls it a “measurable market warning signal.” He points out that prior instances are “all associated with periods of elevated broad market volatility, lasting market tops beginning to be established.”

Also, click here to view the full article on Briefs Finance published on July 27th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Described The Central Banker As “A Very Glib Man”

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Review & Preview: Warsh’s Credibility

Sevens Report Research’s Tom Essaye told me it felt like Warsh was lecturing market participants about his plans to dial back communication and reshape the central bank. Essaye described the central banker as “a very glib man.”

“I’m not saying that he’s not going to be the greatest Fed chair in the world—maybe he will be—but you’ve introduced a radical change to one of the most important parts of the market,” Essaye said. “It’s not a game. People are trying to not lose money. And we’re trying to manage where interest rates are going, so it just seems to me like a very radical communication alteration.”

Essaye adds that Warsh “lost a little bit of inflation credibility” from the bond market, where some traders are concerned that rising inflation caused by the Iran war could be challenging for the central bank to navigate. Odds of a hike were north of 30% just 20 minutes before the Fed released its decision, according to the CME FedWatch Tool.

Also, click here to view the full article published in Barron’s on July 29th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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