Stock Market News — July 22, 2026 — Morning Update — Last 12 Hours (Pacific Time)
Markets open cautiously lower ahead of tonight's Alphabet and Tesla earnings, but AMD's blockbuster $5B Anthropic AI server deal—the biggest challenge yet to Nvidia's dominance—and strong earnings from AT&T, Philip Morris, and Super Micro's record $60B backlog keep sentiment cautiously bullish despi
Stock Market News — July 21, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Tech stocks rallied Tuesday as Super Micro Computer surged 20% on a $60B backlog and strong margins, lifting the AI hardware complex. TSMC's plan to raise chipmaking prices up to 10% in 2027 and Trump's 100% tariff on generic drug imports from 2028 add cost pressures, but accelerating AI infrastruct
Stock Market News — July 21, 2026 — Morning Update — Last 12 Hours (Pacific Time)
Semiconductor stocks lead a broad market rebound Tuesday, with Nvidia's "Vera Rubin" AI chips entering full production and analyst upgrades lifting the entire chip sector. Airbus surges on ambitious 2029 earnings targets and a €5 billion buyback, while Coinbase jumps 12% on regulatory clarity and Ap
Stock Market News — July 20, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Wall Street closed lower Monday as Iran tensions and pre-earnings caution pressured all three major indexes, while a federal judge temporarily blocked Paramount Skydance's $110B Warner Bros. Discovery acquisition, injecting major uncertainty into the year's biggest media deal. Gold reclaimed $4,000/
Stock Market News — July 20, 2026 — Morning Update — Last 12 Hours (Pacific Time)
AMD surges 5% on a massive Microsoft AI infrastructure deal, while IREN jumps 16% after landing $2.8B in cloud contracts and Hut 8 signs a $9.8B data center lease—signaling relentless AI capital deployment despite geopolitical tensions from ongoing U.S. airstrikes on Iran keeping gains in check ahea
Stock Market News — July 17, 2026 — Friday Evening — Last 12 Hours (Pacific Time)
Wall Street's two-week winning streak ended Friday as a semiconductor rout—sparked by Chinese AI startup Moonshot AI designing a chip in 48 hours without proprietary tools—sent the SOX into bear market territory. Cadence and Synopsys plummeted over 9% each on existential EDA software concerns, while
Stock Market News — July 17, 2026 — Morning Update — Last 12 Hours (Pacific Time)
Netflix plunged 10%+ on weak Q3 guidance while semiconductor stocks cratered after China's Kimi K3 AI designed a functional chip in 48 hours without proprietary tools, triggering a synchronized global tech selloff with capital rotating into energy and defense.
Stock Market News — July 16, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Tech and semiconductor stocks plummeted Thursday as AI spending concerns intensified, with Alphabet losing $200B in market cap over Google's Gemini delays and Netflix disappointing with weak Q3 guidance. The selloff spread globally—Nikkei fell 5%+ to June lows—while SpaceX's failed Starship test and
Stock Market News — July 16, 2026 — Morning Update — Last 12 Hours (Pacific Time)
TSMC's record 77% profit surge paradoxically dragged chip stocks lower on capex concerns, while UnitedHealth's earnings beat lifted the Dow and insurance sector. Uber's $14.8B Delivery Hero takeover and Eli Lilly's $3.8B psychedelic drug deal headline a busy M&A morning, though SpaceX's slip below i
Stock Market News — July 15, 2026 — Evening Update — Last 9 Hours (Pacific Time)
Wall Street closed higher Wednesday on cooling inflation and Magnificent 7 strength, but South Korea's KOSPI plunged 7.2% as SK Hynix crashed 11.3%, signaling semiconductor contagion risk. PayPal surged 17% on a $53B Stripe-Advent bid, while TSMC's record profit expectations and Hyundai's full Bosto
