Stock Market News — July 23, 2026 — Morning Update — Last 3 Hours (Pacific Time)
Wall Street tumbles as Alphabet's first-ever free cash flow burn and Tesla's 33% EPS miss spark AI spending fears, sending the Nasdaq down 2.5%. Oil surging past $91 on geopolitical tensions compounds the selloff, though earnings winners like Blackstone and Thermo Fisher provide pockets of resilienc
Stock Market News — July 23, 2026 — Pre-Market — Last 9 Hours (Pacific Time)
Alphabet's first-ever cash burn and Tesla's 33% EPS miss spark a pre-market selloff, with Nasdaq 100 futures down over 1% as investors demand proof that AI spending translates to profits. Defense and industrial stocks provide offsets, with Lockheed Martin and United Rentals surging on strong earning
Stock Market News — July 22, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Alphabet's blowout Q2 results and raised AI capex forecast sparked a bullish rally across semiconductors and enterprise software, with AMD securing a landmark Anthropic deal and ServiceNow raising guidance again. Tesla's cash burn and IBM's revenue cut tempered gains, signaling a divergence between
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.
