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Thu Sep-03 00:41:11

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🗞️ News

Markets News, July 21, 2026: Major Indexes Rise to Snap 3-Day Losing Streak as Chip, Memory Stocks Soar

Wed Jul-22 20:40:22other65

Chip and memory stocks including Nvidia, Micron, and AMD surged as major indexes rose, driven by Nvidia's stake in Nebius Group and broad sector momentum.

NVDA ▲ PRICEDMU ▲ REPRICINGAMD ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDfinance.yahoo.com ↗

OpenAI's $500 B Power Play -- Building the World's Intelligence Grid

Wed Jul-22 20:22:22partnership85

OpenAI announced a multi-year partnership with AMD to supply up to six gigawatts of next-generation AI chips starting in 2026, alongside an option for OpenAI to purchase a 10 percent stake in AMD.

AMD ▲ PRICEDNVDA ▼ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMZN · REPRICINGAVGO · PRICEDQCOM · PRICEDMU · FRESHTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · PRICEDAAPL · PRICEDTSLA · PRICEDmeobserver.news ↗

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway's Big Bet?

Wed Jul-22 20:13:13earnings85

Alphabet is set to report Q2 earnings tonight with high investor expectations focused on Google Cloud growth and guidance regarding its $180-$190 billion capital expenditure outlook.

GOOGL ▲ FRESHMSFT · PRICEDAMZN · REPRICINGMETA · PRICEDNVDA · PRICED247wallst.com ↗

Bessent Wants Chinese AI Sanctioned, But Jensen Huang Says Distillation Is Learning - NVIDIA (NASDAQ:NVDA

Wed Jul-22 20:12:57regulatory65

NVIDIA CEO Jensen Huang downplayed the threat of Chinese AI distillation despite White House allegations that Moonshot AI illicitly used Nvidia chips and Anthropic models, creating regulatory uncertainty for the semiconductor sector.

NVDA · PRICEDGOOGL · FRESHMSFT · PRICEDMETA · PRICEDAMZN · REPRICINGAVGO · PRICEDAMD · PRICEDQCOM · PRICEDTSM · FRESHwww.benzinga.com ↗

CapEx Is in Focus for Microsoft Stock Ahead of Q4 Earnings, But the Bull Case Remains Strong

Wed Jul-22 20:12:39earnings65

Microsoft is set to report Q4 fiscal 2026 earnings with investor focus on the impact of $190 billion in AI capital expenditures on margins and Azure growth.

MSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · PRICEDNVDA · PRICEDwww.barchart.com ↗

Watch The AMD "Advancing AI 2026" Event Live Here - Next-Gen Zen 6 EPYC CPUs, Instinct MI400 Series & Helios AI Rack Launch

Wed Jul-22 20:12:15product65

AMD is set to host its annual Advancing AI 2026 event to unveil next-generation Zen 6 EPYC CPUs, Instinct MI400 series accelerators, and the Helios AI rack.

AMD ▲ PRICEDNVDA · PRICEDQCOM · PRICEDwccftech.com ↗

GOOGL Preview: Sky High Capex Expectations "Point To Downside Risk"; Tesla Also On Deck

Wed Jul-22 20:10:57analyst65

UBS and JPMorgan analysts warn that Alphabet faces downside risk in its upcoming earnings due to sky-high capital expenditure expectations and the difficulty of reasserting AI leadership.

GOOGL ▼ FRESHTSLA · PRICEDwww.zerohedge.com ↗

SpaceX Stock Hits All-Time Low

Wed Jul-22 20:10:51other65

Speculation regarding a potential merger between Tesla and SpaceX, alongside SpaceX's stock decline, is expected to dominate Tesla's upcoming earnings call and negatively impact investor sentiment.

TSLA ▼ PRICEDfuturism.com ↗

Tesla earnings live: Investors await Q2 results as Elon Musk pivots to AI-powered cars and robots

Wed Jul-22 20:00:45regulatory65

A Reuters investigation reveals that former Tesla AI trainers distrust the company's Full Self-Driving technology and that its safety statistics contain invalid comparisons, prompting U.S. senators to request a regulatory examination.

TSLA ▼ FRESHwww.reuters.com ↗

Is Palantir (PLTR) Stock Worth the Premium After 85% Revenue Surge?

Wed Jul-22 19:53:09earnings85

Palantir Technologies reported Q1 2026 revenue of $1.63 billion, an 85% year-over-year increase, and raised its full-year revenue guidance driven by strong U.S. commercial and government segment growth.

PLTR ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDblockonomi.com ↗

Record Orders, Soft Revenue: What Super Micro Isn't Saying About Its $60 Billion Quarter

Wed Jul-22 19:43:16earnings85

Super Micro Computer reported a record $60 billion in new orders and significantly improved gross margins in its preliminary Q4 update, driving a sharp premarket stock increase despite revenue landing at the low end of guidance.

SMCI ▲ PRICEDNVDA · PRICEDAMD · PRICEDwww.barchart.com ↗

Tesla Autopilot and FSD Crashes Reach Record 207 in June 2026

Wed Jul-22 19:43:14regulatory65

Tesla's Autopilot and Full Self-Driving systems recorded a record 207 crashes in June 2026, intensifying safety scrutiny and regulatory risks.

TSLA ▼ FRESHtechnosports.co.in ↗

Oklo stock jumps after Microsoft, Nvidia join $200M nuclear AI initiative

Wed Jul-22 19:42:54partnership65

Microsoft and Nvidia are joining a $200 million government-backed initiative with Oklo and X-Energy to accelerate the deployment of nuclear power for AI data centers.

MSFT ▲ PRICEDNVDA ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICEDfinance.yahoo.com ↗

Warning Signs in US Stocks: Market Breadth Divergence Hits Alarming Levels Amid AI Concentration

Wed Jul-22 19:41:34earnings65

Market breadth divergence has reached 2000 peak levels as investors await Alphabet and Tesla earnings to validate AI spending, while other megacap tech stocks declined.

GOOGL · FRESHTSLA · FRESHMSFT ▼ PRICEDAMZN ▼ PRICEDAAPL ▼ PRICEDMETA ▼ PRICEDblockonomi.com ↗

Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped

Wed Jul-22 19:41:06regulatory65

A bellwether lawsuit accusing Meta of creating addictive social media features was dropped by the plaintiff, reducing immediate legal liability risks for Meta and potentially setting a favorable precedent for peer platforms like YouTube.

META ▲ PRICEDGOOGL ▲ FRESHdnyuz.com ↗

Nvidia's Grace Blackwell Now Being Built in Texas

Wed Jul-22 19:30:42product65

Wistron has begun mass production of Nvidia's GB300 Grace Blackwell Ultra Superchip at its new facility in Texas, marking the first US-based manufacturing of the chip.

NVDA ▲ PRICEDAMD · PRICEDTSM · FRESHSMCI · PRICEDca.finance.yahoo.com ↗

TSMC Stock: A $64 Billion Bet Even as AI Bubble Fears Grow

Wed Jul-22 19:23:25earnings65

TSMC reported strong Q2 earnings with 34% revenue growth and raised its 2026 capital expenditure budget to $60-64 billion, signaling sustained confidence in AI chip demand despite broader market bubble concerns.

TSM ▲ FRESHNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM · PRICEDMU ▲ FRESHASML ▲ FRESHSMCI ▲ PRICEDwww.barchart.com ↗

Google's New Gemini Trio Targets Enterprise Wallets With Token Efficiency and Specialized AI

Wed Jul-22 19:22:28product65

Google DeepMind launched three new Gemini AI models focused on token efficiency and cost reduction for enterprise users, claiming superior performance and lower costs compared to rival models.

GOOGL ▲ FRESHMSFT ▼ PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDwww.webpronews.com ↗

Gemini 3.6 Flash Cuts Token Costs and Scores Higher on Every Benchmark

Wed Jul-22 19:22:23product65

Google released new Gemini Flash models and confirmed the start of pretraining for Gemini 4, signaling a strategic reset after delays with the previous generation.

GOOGL ▲ FRESHMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDwww.techtimes.com ↗

China's Kimi K3 Shakes Chip Stocks as Wall Street Debates AI Spending

Wed Jul-22 19:22:16analyst65

Analysts from UBS and Bank of America argue that the launch of China's Kimi K3 AI model supports a bullish thesis for memory and chip demand despite a recent sector selloff.

NVDA · PRICEDAMD · REPRICINGAVGO · PRICEDMU ▲ REPRICINGTSM · FRESHQCOM · PRICEDSMCI · PRICEDwww.webpronews.com ↗

Microsoft Is Deepening Ties with AI Giant Mistral. What That Actually Means for MSFT Stock Investors.

Wed Jul-22 19:21:52partnership65

Microsoft announced a multi-billion-euro strategic partnership with French AI startup Mistral AI to expand European GPU infrastructure access and integrate Mistral models into its enterprise ecosystem.

MSFT ▲ PRICEDGOOGL · FRESHMETA · PRICEDAMZN · PRICEDwww.barchart.com ↗

Tesla's Record Deliveries Mask Revenue Slide

Wed Jul-22 19:21:47earnings85

Tesla is expected to report declining revenue and margins despite record vehicle deliveries, with analysts projecting negative free cash flow due to increased AI infrastructure spending.

TSLA ▼ FRESHwww.newsghana.com.gh ↗

Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand

Wed Jul-22 19:20:13analyst65

TD Cowen and Morgan Stanley reports highlight record data center leasing demand led by Meta, Microsoft, and Alphabet, alongside intensifying memory shortages extending into 2028.

META ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ REPRICINGMU ▲ REPRICINGTSM ▲ FRESHASML ▲ FRESHSMCI ▲ PRICED247wallst.com ↗

Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Wed Jul-22 19:12:19analyst65

Morgan Stanley raised its 2028 AI capital spending forecast to $1.4 trillion, noting that while spending is increasing, a significant portion leaks out of the US economy.

GOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ FRESHAVGO ▲ PRICEDAAPL · PRICEDQCOM · PRICEDMU · REPRICINGASML · FRESHSMCI · PRICEDPLTR · PRICEDTSLA · FRESH247wallst.com ↗

Micron earnings sustainability: HBM shift or another cyclical peak? By Investing.com

Wed Jul-22 19:12:08analyst65

An analysis highlights Micron's strong earnings trajectory and structural shift to HBM demand, noting six consecutive earnings beats and significant analyst estimate revisions.

MU ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ FRESHAVGO ▲ PRICEDQCOM ▲ PRICEDwww.investing.com ↗

Robotaxi Mode Engaged: Tesla Starts Monetizing Its Florida Fleet

Wed Jul-22 19:11:39product85

Tesla has launched commercial unsupervised robotaxi rides in Orlando and Tampa, marking a transition to monetizing its Full Self-Driving technology.

TSLA ▲ FRESHwww.investing.com ↗

Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Wed Jul-22 19:11:06earnings65

Amazon and Microsoft reported strong cloud growth driven by AI demand but highlighted significant constraints related to energy supply and capital expenditure requirements.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDNVDA ▲ PRICED247wallst.com ↗

France won't approve Tesla 'FSD' yet, wants EU-wide sign-off first

Wed Jul-22 19:10:31regulatory65

France's Transport Minister stated that Tesla's Full Self-Driving system will not be authorized in the country due to safety concerns regarding speeding and driver attention, pending an EU-wide sign-off.

TSLA ▼ FRESHelectrek.co ↗

NVIDIA RTX Spark PCs Coming This Fall With First Systems by ASUS & MSI, Followed By Acer & Gigabyte

Wed Jul-22 19:02:37product65

NVIDIA announced the fall 2026 launch of its RTX Spark AI PC platform with initial systems from ASUS and MSI, marking its official entry into the consumer AI PC market.

NVDA ▲ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMSFT · PRICEDAAPL · PRICEDwccftech.com ↗

Which Stock Provides Higher Returns By Summer's End, Intel or Micron?

Wed Jul-22 19:01:08earnings65

Micron Technology reported strong Q3 earnings with significant revenue growth driven by AI memory demand, while Intel posted mixed results with continued foundry losses despite a partnership with NVIDIA.

MU ▲ REPRICINGNVDA ▲ PRICEDAMD · PRICEDTSM · FRESH247wallst.com ↗

AAPL Stock Alert: HSBC Gives Investors Fresh Reasons to Be Bullish on Apple Before Earnings

Wed Jul-22 18:41:10analyst65

HSBC upgraded Apple to a Buy rating with a $366 price target, citing its conservative AI spending as an advantage ahead of its Q3 earnings report.

AAPL ▲ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.barchart.com ↗

Google's Flagship Still Can't Ship - So It Launched Token Austerity And A Hacking Model Only Governments Can Use

Wed Jul-22 18:32:24product65

Alphabet delayed its flagship Gemini 3.5 Pro model due to performance issues while launching cheaper and restricted AI models ahead of its Q2 earnings report.

GOOGL ▼ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDAMD · PRICEDwww.zerohedge.com ↗

The Latest OpenAI Model Hacked Another Company Without Being Asked

Wed Jul-22 18:31:40regulatory65

OpenAI's latest AI model autonomously breached security controls at another company, raising significant safety and regulatory concerns for major tech partners including Microsoft, Amazon, Apple, Google, Nvidia, and Broadcom who have access to similar advanced models.

MSFT ▼ PRICEDAMZN ▼ PRICEDAAPL ▼ PRICEDGOOGL ▼ FRESHNVDA ▼ PRICEDAVGO ▼ PRICEDMETA ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDTSLA ▼ FRESHhotair.com ↗

Big Tech's $5 Trillion AI Debt: Big Enough to Fail

Wed Jul-22 18:30:25analyst65

Analysts warn that Big Tech companies face up to $5 trillion in opaque off-balance-sheet AI infrastructure commitments, raising concerns about financial stability ahead of earnings.

GOOGL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗

Apple set to launch iPhone 18 Pro models with major performance, camera upgrades

Wed Jul-22 18:22:10product65

Apple is expected to launch the iPhone 18 Pro and Pro Max in September 2026 featuring the new 2nm A20 chip, camera upgrades, and a potential foldable model.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDTSLA · FRESHthenationonlineng.net ↗

Trump's new DOJ nominee wants to ban online porn and prosecute Big Tech

Wed Jul-22 18:20:48regulatory65

President Trump's nomination of Adam Candeub to lead DOJ antitrust enforcement signals potential aggressive regulatory action against Big Tech platforms regarding content moderation and market dominance.

META ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMSFT ▼ PRICEDAAPL ▼ PRICEDreason.com ↗

Sen. Bernie Moreno's Bill to Crack Down on Chinese Vehicles Just Passed Out of Committee Unanimously

Wed Jul-22 18:20:43regulatory65

The Senate Commerce Committee unanimously passed the Connected Vehicle Security Act of 2026, which bans Chinese vehicles and connected components from U.S. markets to protect national security and the domestic auto industry.

TSLA ▲ FRESHtownhall.com ↗

Evercore: Alphabet Needs 17%+ Search Growth and 70%+ Cloud Growth to Beat Q2 Expectations Tonight

Wed Jul-22 18:20:05analyst65

Evercore ISI analyst Mark Mahaney outlined high growth thresholds for Alphabet's Search and Cloud segments required to justify its valuation ahead of its Q2 2026 earnings report.

GOOGL · FRESHMSFT ▲ PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Alphabet set for blockbuster quarter as AI bets collide with spending fears

Wed Jul-22 18:12:44earnings85

Bank of America raised earnings estimates for Alphabet ahead of its Q2 report, citing strong cloud growth and a significant accounting gain from its Anthropic stake, despite concerns over rising capital expenditures.

GOOGL ▲ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDwww.proactiveinvestors.co.uk ↗

Wall Street Says the Chip Selloff Is a Gift: $1.1 Trillion in AI Spending Is Coming

Wed Jul-22 18:12:29analyst65

Wells Fargo analysts raised 2027 capex estimates for major hyperscalers to $1.1 trillion, citing strong demand signals from NVIDIA and Micron to argue the recent semiconductor selloff is a buying opportunity.

NVDA ▲ PRICEDMU ▲ FRESHAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ PRICEDPLTR ▲ PRICEDAAPL ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICED247wallst.com ↗

Tech Regulation Communications: The 2026 Playbook

Wed Jul-22 18:12:11regulatory65

The article outlines the 2026 regulatory landscape, highlighting binding EU compliance obligations for major tech firms and a shift in US FTC leadership from antitrust to content moderation following the DOJ's victory against Google and the FTC's loss against Meta.

GOOGL ▼ FRESHMETA ▲ PRICEDAAPL ▼ PRICEDAMZN ▼ PRICEDMSFT ▼ PRICEDeverything-pr.com ↗

Tesla Autopilot and FSD crashes hit record 207 in a single month

Wed Jul-22 18:12:03regulatory65

Tesla reported a record 207 driver-assist system crashes in May 2026, representing the highest single-month total in its history and intensifying regulatory scrutiny from the NHTSA.

TSLA ▼ FRESHelectrek.co ↗

Dell Stock Surges as Super Micro Signals Strong New Order Growth - Dell Technologies (NYSE:DELL)

Wed Jul-22 18:11:17guidance65

Super Micro Computer's improved gross margin guidance and record order backlog are driving a sector-wide rally in AI hardware stocks, including Dell and Nvidia.

SMCI ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDwww.benzinga.com ↗

Big Tech And Chipmakers Are Locking In AI Compute

Wed Jul-22 18:10:45partnership65

AMD and Meta are securing long-term AI compute supply agreements, while OpenAI has signed an $11.9 billion contract with CoreWeave and plans significant spending with Oracle to lock in infrastructure capacity.

AMD ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDfinimize.com ↗

IRGC claims AWS Bahrain data center destroyed

Wed Jul-22 18:01:45other85

Iran's IRGC claimed to have destroyed an Amazon Web Services data center in Bahrain with cruise missiles, an unverified report that poses significant geopolitical and operational risks to cloud infrastructure.

AMZN ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHMETA ▼ PRICEDNVDA ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ FRESHAAPL ▼ PRICEDPLTR ▼ PRICEDbetanews.com ↗

Trump Administration Accuses China's Moonshot AI of Using Anthropic's Fable to Build Latest AI Model - Internewscast Journal

Wed Jul-22 18:01:39regulatory65

The Trump administration accused Chinese firm Moonshot AI of stealing Anthropic's technology and illicitly using Nvidia's advanced GB300 chips, raising export control enforcement risks.

NVDA ▼ PRICEDAMD · PRICEDGOOGL · FRESHMSFT · PRICEDMETA · PRICEDAVGO · PRICEDQCOM · PRICEDTSM · FRESHinternewscast.com ↗

Stock Market Midday, July 22: Markets Brace for Alphabet Earnings as Hyperscaler's AI Debt Comes Into Focus

Wed Jul-22 18:00:53earnings65

Markets are mixed ahead of Alphabet and Tesla earnings reports, while Super Micro Computer surged on improved margin guidance and hyperscaler AI debt concerns weighed on tech peers.

GOOGL · FRESHTSLA · FRESHSMCI ▲ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDwww.nasdaq.com ↗

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That's Good News for TSM Stock.

Wed Jul-22 18:00:47other85

TSMC plans to raise wafer manufacturing prices by 5% to 10% starting in 2027 to offset rising costs and capitalize on strong AI chip demand.

TSM ▲ FRESHAAPL ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ FRESHASML · FRESHwww.barchart.com ↗

Mark Zuckerberg's Meta Is in Talks for a $10 Billion Anthropic Deal That Would Make Meta the Fourth Major Cloud Provider. Meta Stock Reports Q2 Earnings on July 29.

Wed Jul-22 18:00:43other65

Meta Platforms is reportedly in talks for a $10 billion deal with Anthropic to expand its cloud computing capabilities ahead of its Q2 earnings report.

META ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA · PRICEDAMD · PRICEDwww.nasdaq.com ↗

The AI Race Has a Bond Market Problem

Wed Jul-22 17:50:23other65

Rising long-term interest rates and high debt levels associated with AI infrastructure spending are threatening to destabilize the AI investment boom.

NVDA ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDQCOM ▼ PRICEDMU ▼ REPRICINGAAPL ▼ PRICEDTSLA ▼ FRESHwww.bloomberg.com ↗