The Oil Market Just Flipped the Script

July 27, 2026 – Chase Taylor flies solo to break down a dramatic reversal in oil prices following geopolitical tensions in the Middle East. He explains why the market sold off despite major infrastructure damage, what to watch next, and why the duration of supply disruptions matters far more than the initial headlines. Chase also covers Nvidia, Chinese AI, software, semiconductors, and the key market themes investors should be watching this week.