NEW YORK, July 19, 2026, 1:06 p.m. EDT — The S&P 500 faces pressure this week as investors gauge the effect of a 16% rise in crude oil prices, driven by renewed worries over Iran and mounting concerns about inflation.
AMD enters its AI-event week after shedding an estimated $101 billion in equity value. The preliminary calculation uses 1.63 billion shares outstanding. Its stock fell 11.1% from Friday to Friday.
U.S. markets were closed Sunday. SanDisk ended Friday at $1,354.82, down 29.3% across five sessions. Preliminary estimate: holding Friday’s share count constant, the fall erased about $88 billion.
Space Exploration Technologies Corp., known as SpaceX, needs to recover around $1.33 trillion in equity value to achieve Wall Street’s median $225 target price. This figure is almost identical to the $1.34 trillion in value lost since the peak in June.
IBM shares plunged in their biggest single-day fall on record, wiping out around $69 billion in market value. The loss was about 100 times greater than the initial quarterly revenue shortfall. Investors adjusted IBM's long-term growth outlook, not just responding to a single disappointing quarter.
NEW YORK, July 19, 2026, 07:54 EDT — Ondas saw trading volumes spike past its total share count as markets evaluated the potential implications of the company’s deal with DZYNE, raising questions over its current valuation.
Walmart Inc. rose 0.3% last week, even as the S&P 500 slipped 1.6%. The 1.9-point defensive gap remained intact, despite another exit of a senior operations leader.
NVIDIA Corporation outperformed many peers in the semiconductor sector last week, despite a 3.9% drop that wiped nearly $200 billion from its market capitalization.
NEW YORK, July 18, 2026, 17:10 EDT — With U.S. markets shut, attention turned to Intel after its stock fell 13% over the week, putting a spotlight on the company's second-quarter margins.
Ondas Inc. recorded trading volume of 671.5 million shares last week, surpassing its 569.8 million shares outstanding. Still, the stock declined 10.1%.
SELLAS Life Sciences Group, Inc. rose 12.3% on Friday, closing at $13.19. Based on its most recent reported share count, the increase represented a gain of around $283 million. U.S. stock markets did not open on Saturday.
Synopsys shed roughly $6.27 billion in implied market value on Friday, with shares ending the session 7.85% lower at $384.28 following Moonshot AI’s disclosure of its Kimi K3 chip-design project. The estimate is based on 191.48 million shares outstanding.
Iovance Biotherapeutics, Inc. gained approximately $344 million in equity value last week, representing 95.5% of its $360 million midpoint for full-year revenue guidance. U.S. markets were closed on Saturday. The company's shares ended Friday at $5.00.
Oracle closed Friday at $126.41, rebounding from a new 52-week low of $121.50. Despite the late recovery, shares ended the week down 10.1%. The S&P 500 dropped 1.01% Friday.
Alibaba Group Holding started Monday with a new AI development. The company introduced Qwen3.8-Max on Sunday, following the close of trading for both its listings.
Japan's cash markets are shut on Monday in observance of Marine Day. Trading in Nikkei 225 futures begins at 08:45 JST, offering the initial domestic indication. Cash equity trading resumes Tuesday from 09:00 JST.
Initial estimate: BHP Group was likely responsible for a reduction of about 27 index points on Friday. The overall energy sector contributed an approximate gain of six points.
Wall Street’s chip sector decline has not yet led to a broader market downturn. U.S. cash markets remained closed on Sunday. On Friday, the S&P 500 closed at 7,457.69, roughly 2% under its record high from early June. The Nasdaq ended the session at 25,520.24, while the Dow finished at 52,146.42.
Vodafone Group Plc stock ended Friday trading roughly 6.6% higher than the cash price from Xavier Niel’s approved block acquisition. The London Stock Exchange was closed on Sunday and is set to open again on Monday.
Saudi Aramco has launched its inaugural branded station in the Philippines, located in Sucat. ProForce gasoline debuted with a price 6.9% higher than standard fuel.
Chip buyers, rather than sellers, could deliver the next upside surprise in artificial intelligence. Alphabet is set to provide the most direct test when it announces results on July 22.
NEW YORK, July 19, 2026, 15:07 — Investors redirected $3 billion into value stocks in the wake of the chip sector’s recent downturn, signalling a sector rotation as markets reassess risk appetite.
U.S. cash markets remained shut on Sunday, following a widespread decline on Friday. Three out of five companies are scheduled to report on Wednesday. Intel is set to report Thursday, while American Express will release results on Friday.
AI-related stocks are starting the earnings season with mixed signals. Out of 49 S&P 500 firms that have reported so far, 90% topped analyst estimates. LSEG currently expects second-quarter profits to rise by 26%. However, the chip index has slipped into bear market territory.
The newest U.S. market rotation appears to be focused on reducing concentrated risk rather than broadening exposure. Last week, small caps outperformed the Nasdaq by 2.4 percentage points, but both indices declined overall. On Friday, energy was the sole sector in the S&P to close higher.
CSL Limited has regained roughly A$16 billion in market value from its 52-week low, but last week's slight rise lagged behind two competitors involved in plasma.
Nvidia declined 3.9% over the past week but outperformed the PHLX Semiconductor Index by 6.1 percentage points. Analysts' earnings forecasts for the company continued to increase.
Nebius Group shares dropped 19.1% last week, even after obtaining its first senior secured loan. The $775 million loan is collateralized by deployed GPUs and customer cash flow commitments.
AtaiBeckley, previously known as Atai Life Sciences, closed at $7.22 on Friday, trading 47 cents higher than the cash element of Eli Lilly’s offer. U.S. stock markets did not open on Sunday.
The Magnificent Seven approach earnings season with a much narrower profit-growth advantage, putting their substantial AI investments under greater scrutiny.
NEW YORK, July 19, 2026, 1:06 p.m. EDT — The S&P 500 faces pressure this week as investors gauge the effect of a 16% rise in crude oil prices, driven by renewed worries over Iran and mounting concerns about inflation.
U.S. markets remained shut on Sunday following a week of losses for technology shares. Attention now shifts to three firms with a combined valuation of $6.03 trillion, which may influence the next market move.
Wall Street faces a greater challenge this week beyond another round of strong earnings. Investors are looking for reassurances that the artificial-intelligence spending cycle will continue.