Stock Market Today: Live Updates 29.07.2026

Stock Market Today: Live Updates 29.07.2026

LIVEMarkets rolling coverageStarted: Updated:

Fed's Hawkish Pause Sparks Bitcoin Market Discussion Among Analysts

July 30, 2026, 3:59 AM EDT. The Federal Reserve left rates unchanged at 3.5%-3.75% but maintained a hawkish stance, with dissenting members pushing for a hike. Analysts note that continued tighter monetary policy increases the cost of leverage in crypto markets, which could weigh on Bitcoin prices. Some anticipate a rapid move towards more defensive institutional positioning, while others, who already factored in the pause, predict varying short-term effects for digital assets and other risk assets.

Bitcoin analysts agree the Fed's hold was hawkish. They don't agree on what happens next.

Doubts Linger Over South Korea's Market Moves as $2 Trillion Stock Loss Mounts

July 30, 2026, 3:57 AM EDT. Efforts by South Korea to restrict leveraged products are intended to reign in growing market swings, yet analysts caution the measures may not be enough to tackle the $2 trillion stock market wipeout, with investor losses deepening and public frustration on the rise.

South Korea curbs may not save investors slaughtered by $2 trillion rout

EchoIQ (ASX: EIQ) Shares Gain After Announcing Pro Medicus Deal, $110M Placement

July 30, 2026, 3:56 AM EDT. EchoIQ (ASX: EIQ) shares climbed 1.59% to AUD 1.28 on 30 July 2026 following news of a strategic investment and commercial agreement with Pro Medicus Limited , which includes a potential $20 million investment. EchoIQ finalised a $110 million institutional placement to fund US growth and its AI technology, having processed more than 10,200 echocardiograms with a 20% increase from the previous quarter.

Why EchoIQ (ASX: EIQ) Stock Is Rising Today?

Coronado Global Resources Drops 10% as Output Rises, Market Eyes Risks

July 30, 2026, 3:55 AM EDT. Coronado Global Resources shares fell 10.26% to AUD 0.18 on 30 July 2026, despite announcing a 39.3% boost in saleable production for the June quarter and lower mining cash costs. The miner posted a US$100 million upswing in earnings, but investors continued to focus on questions around sustainability, liquidity, and challenges in the coal sector as the company undergoes an operational reset.

Why Coronado Global Resources (ASX: CRN) Stock Is Falling Today?

Ainsworth Game Technology (ASX: AGI) Drops 14% Prior to Half-Year Earnings Release

July 30, 2026, 3:54 AM EDT. Ainsworth Game Technology (ASX: AGI) shares dropped 14.75% to AUD 1.18 on 30 July 2026, with no fresh price-sensitive disclosures from the company. The slide comes ahead of its upcoming half-year 2026 financial report, set for release on 26 August 2026. Market participants are awaiting updates on revenue trends, profitability, and market conditions, with the report viewed as a key indicator for the company’s performance and future prospects.

Why Ainsworth Game Technology (ASX: AGI) Stock Is Falling 14% Today?

Artrya (ASX: AYA) Drops 14% After June Quarterly Report and Updates on FDA Filing Schedule

July 30, 2026, 3:53 AM EDT. Shares in Artrya Limited (ASX: AYA) slid 14.05% to $4.10 on 30 July 2026 as the company posted its June quarterly activities and cashflow update. Artrya noted ongoing US healthcare sector growth, reporting commercial deployment of its Salix® AI platform at Tanner Health and a launch at Northeast Georgia Health System. Market attention centres on the schedule for the FDA submission and rollout of Salix® Coronary Flow, with a target in H2 2026. The group reported a pro forma cash balance of $74 million as of 30 June 2026.

Why Artrya (ASX: AYA) Stock Is Down 14%Today?

FTSE 100 slips on Fed pause; Rolls-Royce, BAE Systems lift profit forecasts

July 30, 2026, 3:52 AM EDT.Rolls-Royce reported a 48% jump in underlying H1 2026 profits to £2.5bn and raised its full-year operating profit outlook to £4.7bn-£4.9bn. BAE Systems lifted its profit forecast to project a 10%-12% gain, following a 9% rise in sales and £16.4bn in new orders. Robust results and outlook upgrades from both companies supported the FTSE 100, helping it recover after early losses sparked by the Fed’s rate decision and ongoing global tensions.

FTSE 100 to fall from record high after Fed holds interest rates and Iran attacks; Rolls-Royce expects higher profits

Vault Minerals Shares Under Pressure

July 30, 2026, 3:51 AM EDT. The piece reviews influences weighing on Vault Minerals shares. It highlights disclosures on Kalkine Pty Limited’s advisory restrictions, stresses the importance of consulting professionals, and features warnings about investment risks. The article addresses advisory and disclaimer details without detailing particular causes for Vault Minerals’ current stock moves.

Vault Minerals (ASX:VAU): Why Is Stock Under Pressure?

Apple Tops $5 Trillion Valuation as Stock Jumps, P/E Outpaces Rivals

July 30, 2026, 3:50 AM EDT. Apple climbed 3% on July 28, reaching a $5 trillion market capitalization and overtaking Nvidia to become the world’s most valuable listed firm once again. The advance comes as Apple eyes a stronger presence in the smart home segment, driving its price-to-earnings ratio up to 41.2, well above competitors Nvidia (30.2) and Amazon (27.7). Although the company’s EPS growth trails the rapid share price rise, aggressive share repurchases now deliver less per-share profit increase with shares at such elevated valuations, highlighting risks for investors.

Flirting with $5 trillion, Apple has never been more valuable—or a riskier bet for investors

China Steps Up Insider Trading Probe in Bid to Bolster Market Trust

July 30, 2026, 3:49 AM EDT. Chinese regulators are ramping up their crackdown on corporate insiders in 2026, investigating 21 senior executives from 20 publicly traded firms over allegations of insider trading, market manipulation, and information-disclosure breaches. These enforcement measures impact over 2.5 million retail investors and result in steep declines in share prices. Among those penalised, Wang Hongchun, a controlling shareholder at Pengyao Environmental Protection, was handed a suspended 2.5-year jail term, fined, and had assets seized for insider trading.

China’s market clean-up: Beijing cracks down on insider trading

Infleqtion (INFQ) Shares Slide as High Valuation Weighs on Quantum Ambitions

July 30, 2026, 3:48 AM EDT. Infleqtion (INFQ) shares have declined 48.5% in 2026, placing the stock in correction territory. The company continues to advance in quantum computing, including its involvement in the Department of Energy Genesis Mission. Still, the current price-to-book ratio of 3.3x outpaces the Tech sector average of 2.3x. Infleqtion meets just 1 out of 6 valuation criteria, signalling the stock remains expensive compared to sector peers. Ongoing execution risks and uncertain timelines are dampening investor confidence.

Infleqtion (INFQ) Stock May Be Fully Priced After Quantum Computer Plans

JPMorgan Favors Resilient Growth Stocks, Citing Lack of AI Investment

July 30, 2026, 3:47 AM EDT. JPMorgan points to Eli Lilly, AbbVie, and Danaher Corporation as standout choices within a sector known for its resilient growth, observing that this segment has been largely overlooked in AI investment trends.

One of the market’s ‘most durable growth’ sectors has been passed over for AI, says JPMorgan

European equities steady as robust earnings contend with U.S.-Iran tensions

July 30, 2026, 3:46 AM EDT. European shares hold firm as strong corporate earnings are weighed against growing U.S.-Iran tensions. Geopolitical uncertainty alongside solid financial results drives volatility and shapes investor outlooks throughout Europe.

European stocks balance blockbuster earnings against escalating U.S.-Iran conflict

Indo-MIM Opens on NSE With 44% Premium, Detailing Per-Lot Investor Profits

July 30, 2026, 3:04 AM EDT. Indo-MIM began trading on the NSE at a 44% premium, providing substantial early profits for investors. The higher-than-issue-price debut underscores solid demand, with per-lot returns for shareholders outlined. The performance points to considerable market appetite for Indo-MIM’s shares soon after the initial listing.

Indo-MIM share price: Stock lists at 44% premium on NSE; here's how much investors made per lot

FTSE 100 Pulls Back After Oil Rally Sends Index to New High

July 30, 2026, 3:03 AM EDT. FTSE 100 futures slipped 0.9% after an oil-fueled rally set a record for the index. Market participants also considered BAE Systems securing a £5.9 billion submarine deal and Shell and Phillips 66 weighing a possible $3.5 billion pipeline-stake sale.

FTSE 100 Steps Back After Oil-Led Record High

Gold, Silver Maintain Bullish Momentum; Key Resistance and Support Levels in Focus for July 30, 2026

July 30, 2026, 3:02 AM EDT. Gold continues to trade with a bullish outlook, confronting resistance at 147,000 and 149,000 while holding above support at 139,500. Silver mirrors this strength, backed by support at 210,000 and encountering resistance around 230,000; surpassing 230,000 may fuel further gains. Both metals are displaying firm upward momentum, targeting highs at 149,000 for gold and 238,000 for silver, based on MCX forecasts.

Gold, silver price prediction: Where are gold and silver prices heading? Check outlook on July 30, 2026

HKEX Considers Ending Lunch Break, Citing SGX’s Previous Adjustment as Reference

July 30, 2026, 2:59 AM EDT. Hong Kong Exchanges and Clearing (HKEX) is looking to eliminate its hour-long lunch interval and shift its opening to 9 am, following a step taken by Singapore Exchange (SGX) in 2011. SGX later brought back its lunch break in 2017 due to weak activity during the midday session. Other major exchanges, including London’s LSE and Nasdaq, are moving to lengthen their trading days. Analysts warn that simply extending hours does not guarantee higher liquidity or draw more investors, describing trading hours as a “hygiene factor” that does not set markets apart.

SGX’s past experiment offers insights as Hong Kong exchange proposes scrapping lunch break

SAIL Clarifies Share Price Move Unrelated to Ongoing Media Coverage

July 30, 2026, 2:58 AM EDT. Steel Authority of India Limited (SAIL) stated in a communication to the stock exchange that there is no connection between shifts in its share price and repeated coverage in the media. The company stressed that recent stock price movements have not been affected by such reports.

SAIL Refutes Link Between Share Price Move and Repeat Media Report

FTSE 100 Set to Open Lower Ahead of Bank of England as Fed's Hawkish Stance Weighs

July 30, 2026, 2:57 AM EDT. The FTSE 100 is seen dropping by 80.3 points at Thursday’s open, maintaining its descent after U.S. equities slipped in response to a hawkish signal from the Federal Reserve. Market participants are looking to the forthcoming Bank of England meeting in the wake of this volatility.

FTSE 100 to fall before BoE amid hawkish Fed

Fox (FOXA) Trades 20% Below Estimated Value as Digital Business Expands

July 30, 2026, 2:55 AM EDT. Fox (FOXA) is currently priced at $58.95, reflecting a 20.3% discount to its assessed fair value of $73.94. Shares have lost 20.08% YTD but delivered an 80.11% total return over five years. Developments such as the FOX AdStudio and iSpot collaboration, record Super Bowl audiences, Tubi’s surpassing 100M monthly active users, and growing digital revenues underpin growth. However, key risks still include higher sports rights costs and challenges in digital scale-up.

Fox (FOXA) Could Be 20% Undervalued As Its Digital Growth Narrative Builds

LSEG Lifts 2026 Revenue Guidance After Outperforming H1 Sales Expectations

July 30, 2026, 2:54 AM EDT.LSEG lifted its 2026 revenue guidance after first-half sales topped expectations, highlighting significant growth and continued momentum in its financial intelligence and recognition platform business.

LSEG Raises 2026 Revenue Outlook After Strong H1 Sales Beat Forecasts

Cenovus Energy Shares Top Fair Value Benchmark Even With Lower Earnings Ratio

July 30, 2026, 2:53 AM EDT. Cenovus Energy shares have climbed 372.9% over five years and gained 101.3% during the past year, while its valuation signals remain mixed. The stock’s P/E ratio stands at 16.5x, which is higher than the calculated fair value of 14.5x, though it is still below sector averages, marking the stock as overvalued when measured against the model. Investors continue to evaluate project execution and cash flow stability as they factor in this valuation premium.

Cenovus Energy (TSX:CVE) Stock Looks Above Fair Value Despite Lower Earnings Multiple

LSEG Lifts 2026 Revenue Outlook After Robust First-Half Sales

July 30, 2026, 2:52 AM EDT. London Stock Exchange Group (LSEG) increased its 2026 revenue outlook following first-half sales that topped forecasts. Heightened trading activity amid continued Iran war uncertainty contributed to stronger results for the company’s markets business.

LSEG lifts outlook after first-half revenue beats expectations

74Software (ENXTPA:74SW) Trades 14% Below Value After Margin Outlook Raised for 2026

July 30, 2026, 2:51 AM EDT. 74Software lifted its 2026 operating margin target, now forecasting 16%-18%, which attracted increased investor attention. While the shares are down 6.02% this year, they jumped 10.17% in the past week to €39.0. Analysts put fair value at €45.43, suggesting a 14.2% undervaluation as earnings strengthen and SaaS adoption hits 75%. The company still faces risks including dependency on core offerings and challenges in integrating Axway and SBS after recent acquisitions.

74Software (ENXTPA:74SW) Could Be 14% Below Fair Value On Raised 2026 Margin View

Japan Buys Uncommon Canadian Crude as It Seeks Alternatives to Middle East Imports

July 30, 2026, 2:50 AM EDT. Eneos, Japan’s top refiner, has acquired a rare shipment of Canadian crude oil-the first such deal since 2025. Exxon sold and loaded the cargo onto a 750,000-barrel Aframax tanker. The purchase highlights Japan’s ongoing efforts to reduce its reliance on Middle Eastern crude, which has made up more than 90% of its oil imports. This demand is supported by Canada’s Trans Mountain pipeline, which now runs at twice its official 890,000 barrels per day capacity to serve Asian buyers.

Japan Buys Rare Canadian Oil Cargo

London Stock Exchange Group Launches £700M Share Repurchase Plan

July 30, 2026, 2:49 AM EDT. The London Stock Exchange Group has unveiled a share buyback program targeting the acquisition of ordinary shares for up to £700 million. The initiative highlights the group’s approach to delivering value back to its shareholders.

London Stock Exchange Group to commence £700M share buyback program

BAE Systems Lifts 2026 Forecast as Defence Orders Surge

July 30, 2026, 2:47 AM EDT. BAE Systems raised its 2026 guidance following an 11% increase in first-half profit, as global defence spending climbed in response to heightened security risks. Robust military demand fuels the company’s growth amid changing geopolitical dynamics.

UK's BAE Systems upgrades 2026 outlook on military demand

London Stock Exchange Group Launches £700m Share Buyback Scheme

July 30, 2026, 2:46 AM EDT. The London Stock Exchange Group has launched a share buyback programme aiming to repurchase up to £700 million worth of shares. The initiative underlines the group’s commitment to delivering shareholder returns and overseeing its equity capital.

London Stock Exchange Group Launches £700m Share Buyback Programme

Life360 Shares Edge Higher as ASX Tech Sector Posts 32% Yearly Drop

July 30, 2026, 2:45 AM EDT. Shares of Life360 Inc inched up 0.38% to $26.17 but are still down 32.72% over the last twelve months, mirroring ongoing worries about future growth. Life360 operates within the software and services space, offering a platform using location-based technology for connected users. The S&P/ASX 200 Information Technology Index rose 1.06% in today’s session to 1,763.00 points as tech shares registered gains.

Life360 (ASX:360) Shares Edge Higher: Can the ASX Tech Stock Recover From a 32% Annual Slide?

SMK's Profit Recovery Underscores Price Premium on TSE

July 30, 2026, 2:01 AM EDT. SMK (TSE:6798) posts a rebound to profit, reporting Q1 2027 net income of ¥154 million, compared to a ¥651 million loss in Q1 2026, with revenue rising 4.0% to ¥11,472 million. Shares are valued at a 22.1x P/E, even with a trailing 12-month net profit of ¥861 million after previous losses. Investors remain wary after a 10% decline in price over 90 days and a 57.1% earnings drop over five years.

SMK (TSE:6798) Stock Faces Profit Revival And Rich Valuation Gap

MarketSmith India Issues Stock Picks as Sensex, Nifty Surge July 30

July 30, 2026, 2:00 AM EDT. Indian shares surged on July 30, with the Sensex up 1.1% at 77,646.09 and the Nifty 50 gaining 1.1% to reach 24,244.55, increasing investor wealth by close to Rs. 3 trillion. Infosys, Hindustan Unilever, Tata Steel, L&T, and TCS led the gains. MarketSmith India suggested buying PNGS Reva Diamond Jewellery Ltd at Rs. 447 and Metropolis Healthcare Ltd at Rs. 593. Significant advances were seen across IT, FMCG, Metals, and Financial sectors.

Stock recommendations for 30 July from MarketSmith India

Indo-MIM Opens 44% Above IPO Price on NSE; Major Investor Focus Points

July 30, 2026, 1:59 AM EDT. Indo-MIM made its NSE debut on 30 July 2026 at ₹700, marking a 44.32% rise over the IPO’s upper band of ₹485. The IPO, worth ₹3,811.21 crore, drew 72.37 times subscription. Listing gave the company a market value near ₹35,355.38 crore. Investors are advised to watch for listing-day swings, the end of anchor investor lock-ins on 27 Aug and 26 Oct 2026, and closely track Indo-MIM’s earnings, progress in debt reduction, and broader financial results for assessing future share movement.

Indo-MIM Share Lists at 44% Premium on NSE: Hold or Sell?

Indo-MIM Shares Open Nearly 45% Higher on BSE After Heavy IPO Demand

July 30, 2026, 1:58 AM EDT. Shares of Indo-MIM began trading on NSE and BSE on July 30, opening with a 44.33% premium on NSE and 44.95% on BSE versus the IPO price. The IPO attracted strong interest from investors, with subscriptions reaching 72.34 times. The offering raised Rs 3,812 crore and valued the company at Rs 34,762 crore after listing. Indo-MIM, a global Metal Injection Moulding company, is seen as well placed to benefit from favorable market dynamics.

Strong listing gains: Indo-MIM shares list at 45% premium over IPO price on BSE

Sensex, Nifty Edge Higher as IT Gains and Foreign Inflows Boost Indian Markets

July 30, 2026, 1:57 AM EDT. Indian indices Sensex and Nifty advanced, supported by notable gains among IT stocks like Infosys and TCS, continued foreign institutional investor (FII) inflows totaling Rs 2,981.87 crore, and a 1.26% retreat in Brent crude oil prices to USD 89.60 per barrel. In early trading, the Sensex was up 75.71 points at 77,726.62 and the Nifty added 26.90 points to reach 24,275.85.

Indian Stocks Rise: IT, FIIs Drive Sensex, Nifty Up

Analysts See Brighter Prospects for Indian Large- and Small-Caps

July 30, 2026, 1:56 AM EDT. Analysts point to stronger prospects for Indian large- and small-cap equities with July indicators suggesting a possible revival of Foreign Institutional Investor (FII) investment in emerging markets, boosting India.

Opportunities improving for Indian large- and small-caps: experts

Gilead Sciences (GILD) Shares Advance Amid Trodelvy Approval and Valuation Questions

July 30, 2026, 1:55 AM EDT. Shares of Gilead Sciences (GILD) climbed 5.07% in 30 days and 9.15% year-to-date after a favorable European review supported broader Trodelvy use alongside Keytruda for advanced breast cancer. Analysts consider the stock 3.4% overvalued at a $132.73 close compared to a fair value estimate of $128.38, highlighting enthusiasm over the oncology portfolio and pipeline, set against ongoing debate around earnings and valuation.

Gilead Sciences (GILD) Following Trodelvy Progress And A Fair Value Debate

EuroMillions £177,547 Ticket Bought in Watford Forfeited to National Lottery Good Causes

July 30, 2026, 1:53 AM EDT. A £177,547.30 EuroMillions prize won in Watford on January 16, 2026, was not claimed by the deadline of July 15, 2026, and has now expired. Under UK rules, winners have a 180-day claim window; with no valid claim, the amount moves to the National Lottery Good Causes. Senior winners’ advisor Andy Carter said all efforts to find the ticket-holder were unsuccessful, underscoring that once a lottery prize goes unclaimed, the decision is final.

Someone in England Is About to Lose $200,000 They Won and They Have No Idea

Indo-MIM Opens 45% Above Issue Price on BSE, NSE Debut

July 30, 2026, 1:52 AM EDT.Indo-MIM opened strongly on the BSE and NSE, with shares starting trading at a 45% premium to the issue price.

Indo-MIM Makes Stellar Debut On BSE, NSE As Shares List At 45% Premium Over Issue Price

Indo-MIM Shares Open 45% Higher Than IPO Price on BSE Debut

July 30, 2026, 1:51 AM EDT. Indo-MIM shares began trading on BSE with a 45% premium to their IPO price, signaling significant listing gains. The company’s IPO attracted strong demand, with a subscription rate of 72.34 times. On NSE, the stock opened at Rs 700, representing a 44.33% gain over its offer price.

Strong listing gains: Indo-MIM shares list at 45% premium over IPO price on BSE- Moneycontrol.com

CME Group Unveils Single Stock Futures, Shares Jump 21% in a Month

July 30, 2026, 1:50 AM EDT. CME Group (CME) introduced new single stock futures, entered into a FutureSports index collaboration, and posted solid Q2 results as it continues its share repurchase programme. Shares have climbed 21.44% over the past month. The stock’s fair value stands at $282.36, suggesting it is 6% below fair value compared to its last close at $265.44. CME trades at a 22.4x price-to-earnings ratio, which is lower than the sector average, as it faces both competitive pressures and regulatory threats.

CME Group (CME) Launches New Futures Products, Is The Stock A Bargain?

India Shares Flat as Fed Division Clouds Outlook

July 30, 2026, 1:49 AM EDT. The Nifty 50 hovered near unchanged and Nifty IT advanced 1.5% as investors digested the US rate pause decision against a backdrop of mixed inflation message.

Fed’s Early Dissent Left India’s Markets Treading Water

ONDS Shares Rise After BlackRock Reveals 7.2% Holding, Short Interest Stays High

July 30, 2026, 1:48 AM EDT. BlackRock announced it holds a 7.2% stake in Ondas Inc. (ONDS) with 38.1 million shares. Despite short interest topping 30% for five months and a 13% decline during the session, ONDS stock rose 1% overnight. Ondas reported over $70 million in new orders, expanded defense contracts that included a $6.9 million agreement with the Australian Department of Defence, completed its acquisition of DZYNE Technologies, and entered a partnership with RSE Ventures to advance autonomous defense technology.

ONDS Stock Gains Overnight: BlackRock Reveals 7.2% Ondas Stake, High Short Interest Keeps Traders Watching

Tamarack Valley Energy Posts CA$500 Million Net Cash in Q2 2026, Lifts Dividend

July 30, 2026, 1:44 AM EDT. Tamarack Valley Energy delivered CA$155 million in free funds flow and ended Q2 2026 with a net cash position topping CA$500 million. The company saw revenue climb 42.7% to CA$493.952 million, while net income jumped 138.5% to CA$205.676 million and EPS expanded 151.2% to CA$0.43011. Production declined slightly to 6.3 MMboe. Tamarack Valley distributed CA$165 million to shareholders and announced a Q3 dividend increase to CA$0.05 per share.

Tamarack Valley Energy (TSX:TVE) Stock Backed By A$500 Million Net Cash

South Korean Regulators Struggle to Tame Stock Market Volatility

July 30, 2026, 1:43 AM EDT. Hedging demand against wild stock market swings in South Korea is close to record levels, as authorities announce new measures lacking clear specifics and a definite timeline. Observers say Seoul needs a stronger plan to calm volatility and rebuild investor trust as concerns linger.

South Korea's volatility fix needs a steadier hand

Ether, XRP Hold Steady as Samsung Profit Jump Lifts Chip Stocks

July 30, 2026, 1:42 AM EDT. Major cryptocurrencies traded flat, with Ether steady around $1,905, Bitcoin hovering near $64,100, and XRP unchanged at $1.07, in light trading activity. Semiconductor stocks steadied following a more than 250-fold surge in Samsung’s chip profits, driven by AI memory shortages, despite sharp movements in the Kospi. In U.S. markets, Microsoft shares climbed almost 9% after strong cloud earnings, while Meta dropped 8% following weaker revenue guidance.

Ether, XRP flat as chip stocks steady on Samsung's 250-fold profit surge

ASX Midday Sector Snapshot: Tech Climbs, Property Slips

July 30, 2026, 12:49 AM EDT. By midday Thursday, Information Technology stocks were up almost 1%, helped by recent gains in Xero. Meanwhile, the real estate sector fell more than 1%, with declines for Goodman Group among others.

ASX Midday Sector Update: Information Technology Stocks Advance, Real Estate Sector Struggles

European Banks Expand into Global Equity Trading Despite Risk Concerns

July 30, 2026, 12:48 AM EDT.Europe’s leading banks are stepping up their involvement in the global equity trading arena, reflecting a rising footprint in this sector. Still, analysts caution that potential downturns in the market could have heightened negative impacts, raising substantial risk considerations for these lenders.

Should European Banks Be Crashing the Hedge Fund Party?

CSL's Pediatric ANDEMBRY Phase 3b Win Marks Shift in Rare-Disease Approach

July 30, 2026, 12:46 AM EDT. CSL reported encouraging Phase 3b data for ANDEMBRY in children aged 2-11 with hereditary angioedema, citing robust safety and attack-free results across 12 months. CSL now intends regulatory submissions to broaden ANDEMBRY’s use for younger pediatric patients, strengthening its HAE portfolio. The move aligns with CSL’s wider strategy as it faces profit challenges and outstanding debt, balancing investment in growth, a A$750 million buyback, and dividend payouts, while keeping FY2026 revenue guidance near US$15.2 billion.

Does CSL (ASX:CSL)'s Pediatric ANDEMBRY Win Reveal a Deeper Rare-Disease Strategy Shift?

Varonis (VRNS) Shares Fall as Margins Narrow Despite ARR Gain

July 30, 2026, 12:45 AM EDT. Shares of Varonis Systems (VRNS) slid 9% to $40.65 after reporting Q2 2026 results, with revenue up to $180m but non-GAAP gross margin slipping to 77.7% and operating income barely positive at $3.7m. SaaS ARR increased 25% year-on-year to $598.1m, and the company lifted its full-year outlook. However, the net loss expanded to $46.8m. Investors focused on margin pressure, despite continued growth from AI and SaaS segments.

Varonis (VRNS) Stock Price Hit By Thinner Margins Despite ARR Growth

Lovisa Holdings Ltd Rises as Consumer Discretionary Stocks Strengthen

July 30, 2026, 12:44 AM EDT. Lovisa Holdings Ltd shares advanced 1.34% to AUD $24.97 on 30 July 2026, as the S&P/ASX 200 Consumer Discretionary Index (XDJ) climbed 1.44% to 4,038.10 points. Lovisa, active in the retail market, continues to hold a robust position in Australia. The share increase comes as sector and macro factors drive movement, with price action not necessarily reflecting fundamental shifts in the company’s performance.

Lovisa Holdings Ltd (ASX:LOV) Stock: Market Dynamics & Long-Term Value Assessment

Sensex, Nifty Little Changed; IT Sector Lifts Indices After Fed Decision

July 30, 2026, 12:42 AM EDT. Sensex and Nifty were steady early Thursday, with the BSE Sensex inching up 0.02% to 77,670.56 and the NSE Nifty50 advancing 0.09% at 24,272.45. IT shares extended their rally for a fifth straight session, as the Nifty IT index climbed 1.87%. Infosys gained 2.55%, Tech Mahindra advanced 1.68%, and TCS was up 1.28%, helping to counter softness in banking and consumption counters after cautious remarks from the Fed and pressures from global trends such as higher Brent crude benchmarks.

Sensex, Nifty start flat after Fed pause as IT stocks cushion the market

Manganese X Energy Names Andrew Gainsbury CFO, Announces Director Jay Richardson Has Died

July 30, 2026, 12:41 AM EDT. Manganese X Energy (OTCQB: MNXXF) said Andrew Gainsbury will become permanent CFO as of July 28, 2026, after serving in the interim role since March 1, 2026. Gainsbury brings an MBA, CFA, and CMA with more than 16 years of financial expertise in Canada and Brazil. The company also noted the death of Director and former CFO James “Jay” Richardson, who had served since 2020 and made substantial contributions to the business.

Manganese X Reports Recent Passing of Director Jay Richardson

Pakistan’s Abhi Targets Microfinance Bank IPO Amid Active Listing Year

July 30, 2026, 12:40 AM EDT.Abhi, a fintech company in Pakistan, plans to proceed with an initial public offering (IPO) of its microlending arm this month, seeking to take advantage of the nation’s most active period for listings in financial markets.

Pakistan’s Fintech Abhi Plans Microfinance Bank IPO This Month

Core Scientific Books $1.08b Q2 Loss as Shares Sink and AI Transition Advances

July 29, 2026, 11:52 PM EDT. Core Scientific posted Q2 2026 results with revenue doubling to $164.2M, but a sharp $1.08 billion net loss pushed shares down 12.65% to $18.12. The firm moved forward with its AI infrastructure shift, generating $137M in colocation revenue supported by long-term deals, including a 15-year AMD agreement. Nevertheless, concerns about finances endure due to continued losses and a drop in bitcoin mining operations.

Core Scientific (CORZ) Stock Price Drops As AI Pivot Meets $1.08b Loss

Futures Gain as Fed Keeps Rates Steady; Tech Results Mixed

July 29, 2026, 11:51 PM EDT. U.S. futures traded higher, with Nasdaq-100 futures advancing 0.89%, Dow futures up 0.21%, and S&P 500 futures climbing 0.39% after the Federal Reserve opted to leave rates unchanged. The Fed’s 9-3 split highlighted inflation concerns driven by energy costs as the U.S.-Iran conflict continued. Despite uneven quarterly results from Microsoft, Meta, and Qualcomm, investors shrugged off declines, while oil prices rose amid persistent geopolitical risk.

Dow, S&P 500, Nasdaq Futures Rise As Investors Shrug Off Fed Hold, Big Tech Earnings: IBRX, MSFT, SOFI, META In Focus

Westlake (WLK) Trades Below Fair Value Amid Earnings Outlook

July 29, 2026, 11:50 PM EDT. Westlake (WLK) shares have fallen 37.33% over 90 days, and the company’s 3-year shareholder return is down 42.93%. Although the stock shows weak momentum, analysts on Wall Street expect earnings per share to remain steady and revenue to increase for the June 2026 quarter. Westlake is priced at $72.25 per share, compared to its assessed fair value of $99.53-making it 27.4% undervalued. The company’s valuation is supported by cost savings initiatives, targeting $150-$175 million in 2025 and $200 million by 2026, margin improvements, and rising earnings as manufacturing stabilizes.

Is Westlake (WLK) Undervalued On Its Earnings Recovery Story?

Strategy (MSTR) Rejects Bitcoin Protocol Amendments as Saylor Weighs In on Governance

July 29, 2026, 11:49 PM EDT. Michael Saylor of NasdaqGS:MSTR opposes proposed Bitcoin changes under BIP-110, stressing the need to maintain current consensus rules. Strategy (MSTR) sits at the intersection of enterprise software and Bitcoin holdings, and plays a role in corporate governance debates surrounding Bitcoin. Shares trade at $93.33, below an analyst target of $303.64, with the stock displaying moderate upward momentum during ongoing governance discussions. Investors should observe 2 identified risks, including potential share price swings and dilution, as Bitcoin policy developments continue.

Strategy (MSTR) Opposes Bitcoin Rule Changes As Saylor Steps Into Governance Debate

CMS Energy (CMS) Steps Back from Renewable Ventures; Stock Assessed as Undervalued

July 29, 2026, 11:48 PM EDT. CMS Energy (CMS) posted softer Q2 results and said it is withdrawing from non-utility renewable initiatives to concentrate on its regulated utility assets. Shares are priced at $74.36, showing a 4.6% decline over the past month but a 5.6% gain year-to-date, and a five-year total return of 37.1%. Analysts’ consensus price target stands at $79.79, suggesting shares are 6.8% undervalued, even though the price-to-earnings ratio is 22.6x, above the sector average of 18.7x.

CMS Energy (CMS) Exits Renewable Development, Is The Stock Still Cheap?

Hybrid ETFs: A Solution for Managing Stock Market Swings?

July 29, 2026, 11:47 PM EDT.Hybrid ETFs target investor concerns by seeking a mix of growth and stability. These funds intend to assist investors in handling market volatility by blending multiple asset classes within one ETF.

Hybrid ETFs Explained: Can They Help You Beat Stock Market Volatility?

Happiest Minds Technologies (NSE:HAPPSTMNDS) Q1 Results in Line With Projections; 2027 Outlook Unchanged by Analysts

July 29, 2026, 11:46 PM EDT. Happiest Minds Technologies Limited gained 5.0% to ₹386 following first-quarter results that matched analyst expectations, posting revenue of ₹6.3b and EPS of ₹14.11. Analyst estimates for 2027 stand at ₹26.2b in revenue (+9.3%) and EPS of ₹19.43 (+31%), with forecasts staying mostly intact. The price target remains unchanged at ₹457, as valuation opinions vary from ₹370 to ₹600. Predicted annualized revenue growth slows to 13%, still above the industry average of 5.7%.

Happiest Minds Technologies Limited (NSE:HAPPSTMNDS) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nifty Unable to Break Through Major Resistance Levels

July 29, 2026, 11:45 PM EDT. The Nifty index remains unable to regain sustained momentum, as it consistently encounters significant resistance at key technical levels. The pattern underscores continued difficulties in maintaining upward movement.

Nifty Rallies Keep Stalling at a Key Technical Hurdle

BSA (ASX:BSA) Q4 FY2026: Margins Climb as Business Stabilises

July 29, 2026, 11:44 PM EDT. BSA Limited achieved a 7.3% underlying EBITDA margin in Q4 FY2026, significantly higher than 1.1% a year earlier, as a result of cost controls and improved operational processes. Revenue for FY2026 reached $32.1 million, with underlying EBITDA of $6.4 million, before share-based payments. While contract volumes declined, BSA closed the quarter holding $16.4 million net cash and continues its efforts to expand the customer base.

Why Are Investors Watching BSA (ASX:BSA) Shares After its Latest Quarterly Update?

Indian equities steady after Fed leaves rates unchanged, divisions among US policymakers

July 29, 2026, 11:42 PM EDT. Indian equities are expected to start the session largely flat after the Federal Reserve opted to hold interest rates steady. A rare split among Fed policymakers caused uncertainty following the Chair’s commitment to lowering inflation. Asian markets showed mixed movement, gold advanced in volatile trade, and Brent crude slipped 1.4%. Previously, Indian indices rose more than 1%, boosted by gains in IT shares. Foreign portfolio investors posted $1.02 billion in inflows during July, breaking a four-month trend of outflows.

Indian shares seen muted on Fed rates confusion

Asia shares uneven as Fed call, Samsung results weigh; KOSPI climbs

July 29, 2026, 11:41 PM EDT. Asian equities traded unevenly as markets reacted to the Federal Reserve’s decision and Samsung’s latest earnings. The KOSPI index climbed, signaling steadiness even as other Asian markets responded differently to the key financial news.

Asia stocks mixed as markets digest Fed decision, Samsung results; KOSPI rebounds

Australian Shares Slip as Oil Soars on Middle East Turmoil

July 29, 2026, 11:40 PM EDT. The S&P/ASX200 dropped 0.35% to close at 9,006.7, halting a three-session climb. Crude oil surged 9%, reaching nearly $87.50 a barrel following Middle East strikes, which boosted energy shares such as Ampol; the company expects a 150% jump in earnings. Technology stocks also gained ground, while financials and raw materials traded variably. Domino’s Pizza surged almost 10% even as it reported a $259 million write-down and shifted focus to improved cash flow by 2027.

Aussie shares retreat from rally as oil price rebounds

Miramar Resources Insiders See AU$318.8k Investment Fall 33% as Shares Slide to AU$0.002

July 29, 2026, 11:39 PM EDT. Insiders at Miramar Resources Limited (ASX:M2R) purchased AU$318.8k worth of stock at AU$0.0027 but their investment value dropped by 33% as shares fell, lowering their holding to AU$240.5k. Among them, Timothy Stephen Hanlon invested AU$200k near the latest trading levels, which could suggest he remains optimistic. In recent trades, insiders acquired another AU$22k of shares. Insiders currently own 34% of the company, amounting to AU$1.4m and reflecting a fair degree of alignment with other shareholders even after the share price weakness.

Miramar Resources Insiders Lose Out As Stock Sinks To AU$0.002

Astera Labs (ALAB) Slides Despite 115% Revenue Jump as Valuation Remains Disputed

July 29, 2026, 11:37 PM EDT. Astera Labs (ALAB) posted 115% revenue growth and turned a profit, but shares have slumped 24.53% in one week and 45.23% in the past month. Still, the stock’s 1-year return stands at 93.79%. Shares currently sit around 20% below analyst price targets, with one model putting fair value at $244.97 (2% above market), and another at $262.27 (4.8% below market), underlining divergent opinions over the stock’s valuation.

Is Astera Labs (ALAB) Fairly Valued As Revenue Growth Hits 115%?

Tata Chemicals (NSE:TATACHEM) Q1 Revenue Tops Estimates as Analysts Cut EPS Outlook

July 29, 2026, 11:06 PM EDT. Tata Chemicals Limited posted first-quarter revenue of ₹43b, surpassing projections by 7.6%. Analysts raised their 2027 revenue estimate to ₹160.0b, up 5.8%, but trimmed EPS projections from ₹22.21 to ₹16.78. The consensus price target holds steady at ₹701 following the EPS downgrade. Analysts expect revenues to rise at 7.8% per year to 2027, lagging the sector’s 12% pace. Price targets among analysts are from ₹567 up to ₹816.

Earnings Update: Tata Chemicals Limited (NSE:TATACHEM) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

MarketSmith India: Stocks Rally, Index Recovers 21-DMA

July 29, 2026, 11:05 PM EDT. The index posted a robust recovery, moving back above its 21-DMA alongside the rising trendline, pointing to an improvement in market sentiment in the short term. Important levels for support stand at 23,600, and breaking below this could see the index fall to 23,300 and 23,000. For bullish momentum to return, the index must hold above 24,400, paving the way for a move toward 24,500-24,600.

Stock recommendations for 30 July from MarketSmith India

Jersey Mike's Sets Stock Price Before IPO Backed by Blackstone

July 29, 2026, 11:04 PM EDT.Jersey Mike’s stock is now priced in preparation for its upcoming IPO, with private equity giant Blackstone as a key backer. The launch follows a year marked by mixed results for prominent IPOs, fueling uncertainty over how much interest Jersey Mike’s shares will attract from retail investors.

Jersey Mike's stock is priced in highly anticipated IPO: Will retail traders have an appetite for it?

DLH Holdings Corp. Posts Q3 Loss, Revenue Falls Short of Projections

July 29, 2026, 11:03 PM EDT. DLH Holdings Corp. (DLHC) posted a third-quarter loss of $0.44 per share, wider than the Zacks consensus loss estimate of $0.17, resulting in a -158.82% earnings surprise. Revenue dropped to $44.23 million, coming in 11.55% below forecasts and declining from $83.34 million a year earlier. Shares are down approximately 7.6% year to date, lagging the S&P 500 which is up 8.5%. The company is assigned a Zacks Rank #3 (Hold), with earnings estimates showing mixed revisions.

DLH Holdings Corp. (DLHC) Reports Q3 Loss, Lags Revenue Estimates

Ivanhoe Mines Ltd. (IVPAF) Falls Short of Q2 Earnings and Revenue Expectations

July 29, 2026, 11:02 PM EDT. Ivanhoe Mines Ltd. (IVPAF) posted Q2 earnings of $0.03 per share, underperforming the consensus estimate of $0.06 and resulting in a -50% earnings surprise. Revenue reached $152.61 million, coming in 29.28% below forecasts. Shares have dropped 33.9% so far this year, trailing the S&P 500’s 8.5% rise. The miner is rated Zacks Rank #3 (Hold), reflecting mixed changes in earnings projections as it contends with headwinds in the Mining – Miscellaneous sector.

Ivanhoe Mines Ltd. (IVPAF) Lags Q2 Earnings and Revenue Estimates

Markel Group (MKL) Q2 Earnings Fall Short, 34.84% Below Expectations

July 29, 2026, 11:01 PM EDT. Markel Group (MKL) posted Q2 earnings per share of $19.51, coming in below the forecast of $29.94, representing a -34.84% surprise. Revenue reached $4.02 billion, topping projections by 8.61%. The stock is down 5.1% year-to-date, while the S&P 500 has advanced 8.5%. MKL maintains a Zacks Rank #2 (Buy), with analysts forecasting an EPS of $28.60 for the upcoming quarter and $114.11 for this fiscal year, despite recent earnings shortfalls.

Markel Group (MKL) Misses Q2 Earnings Estimates

Hexcel (HXL) Q2 Results Top Expectations With $0.33 EPS, $393M Revenue

July 29, 2026, 11:00 PM EDT. Hexcel (HXL) posted Q2 earnings of $0.33 per share, beating the Zacks estimate of $0.30, and reported revenues of $393 million, 2.5% ahead of projections. The result delivers a 10% earnings surprise, with the company maintaining a streak of EPS beats across the past four quarters. So far this year, shares have gained 10.3%, outpacing the S&P 500. Analysts’ consensus sees next quarter EPS at $0.32 on projected revenue of $389.67 million; Zacks Rank remains Hold (#3).

Hexcel (HXL) Q2 Earnings and Revenues Top Estimates

Icon PLC (ICLR) Q2 Profit Falls Short of Estimates but Tops Revenue Forecast

July 29, 2026, 10:59 PM EDT. Icon PLC (ICLR) posted second-quarter earnings of $2.56 per share, just below the Zacks consensus estimate of $2.57 and lower than $3.26 in the same period last year. Revenue increased to $2.06 billion, surpassing estimates by 3.48%. The stock has dropped 1.1% since the start of the year, while the S&P 500 has advanced 8.5%. Analysts currently forecast next quarter earnings of $2.70 per share and $1.99 billion in revenue; the stock is rated Zacks Rank #3 (Hold).

Icon PLC (ICLR) Lags Q2 Earnings Estimates

NorthWestern (NWE) Tops Q2 Profit and Revenue Forecasts

July 29, 2026, 10:58 PM EDT. NorthWestern (NWE) posted second-quarter earnings of $0.5 per share, ahead of the consensus forecast of $0.42 and up from $0.4 a year ago. Revenue reached $392.6 million, topping expectations by 4.08%. The utility has delivered earnings beats in three of the previous four quarters, with shares rising 12% year-to-date compared to the S&P 500’s 8.5% increase. Looking ahead, analysts expect next quarter’s EPS at $0.90 on $423.39 million revenue and $3.75 EPS on $1.75 billion revenue for the full year.

NorthWestern (NWE) Beats Q2 Earnings and Revenue Estimates

Ingevity (NGVT) Tops Q2 Projections for Earnings, Revenue

July 29, 2026, 10:57 PM EDT. Ingevity (NGVT) posted Q2 earnings of $1.74 per share, exceeding the Zacks estimate of $1.31 and delivering a +32.82% earnings surprise. Revenue totaled $314.1 million, surpassing forecasts by 4.91%. Shares have risen 25.9% year-to-date, outperforming the S&P 500. Analyst consensus for next quarter is an EPS of $1.64 with $304.7 million in revenues, while the full-year projection is $5.05 EPS on $1.12 billion in revenue.

Ingevity (NGVT) Tops Q2 Earnings and Revenue Estimates

Patterson-UTI (PTEN) Matches Q2 Earnings and Exceeds Revenue Forecasts

July 29, 2026, 10:56 PM EDT. Patterson-UTI (PTEN) posted break-even earnings per share for Q2, outperforming the Zacks Consensus Estimate, which predicted a $0.03 loss, resulting in a 100% earnings surprise. Revenue was reported at $1.23 billion, coming in 6.97% ahead of projections. The stock has risen 50.1% year-to-date. For the next quarter, the consensus EPS estimate stands at $0.02, while the Oil and Gas – Drilling sector ranks in the bottom 37% of the Zacks Industry Rank.

Patterson-UTI (PTEN) Reports Break-Even Earnings for Q2

Omega Healthcare Investors Tops Q2 FFO and Revenue Forecasts

July 29, 2026, 10:55 PM EDT. Omega Healthcare Investors (OHI) posted Q2 FFO per share of $0.83, surpassing projections by 3.75% and climbing from $0.77 in the prior year. Revenue came in at $328.25 million, topping analyst estimates by 3.17%. Shares have advanced 16.5% so far this year, ahead of the S&P 500’s gain of 8.5%. The company currently holds a Zacks Rank #2 (Buy) and is seeing positive estimate revisions before Q3 and full-year guidance.

Omega Healthcare Investors (OHI) Q2 FFO and Revenues Beat Estimates

Tree.com (TREE) Q2 Results Fall Short of Expectations

July 29, 2026, 10:54 PM EDT. Tree.com (TREE) posted Q2 earnings of $1.27 per share, coming in 13.01% under estimates, and reported revenues of $313.42 million, just missing forecasts. Shares are down 22.8% since the start of the year, while the S&P 500 is up 8.5%. Analysts currently expect Q3 EPS of $1.45 and revenues of $337.32 million, and for the full year, anticipate EPS of $5.78 and revenues of $1.32 billion. Tree.com is rated Zacks Rank #3 (Hold).

Tree.com (TREE) Q2 Earnings and Revenues Miss Estimates

PennyMac Financial Q2 Results Fall Short of Expectations, Posts -33.17% Earnings Surprise

July 29, 2026, 10:53 PM EDT. PennyMac Financial (PFSI) posted Q2 earnings of $1.39 per share, falling short of the $2.08 consensus estimate, representing a -33.17% earnings surprise. Revenue reached $497 million, coming in 7.18% below analyst forecasts. Year to date, the stock is down 35%, while the S&P 500 is up 8.5%. Analysts currently project EPS of $2.49 for the next quarter and $9.77 for the fiscal year. PennyMac is rated Zacks Rank #5 (Strong Sell).

PennyMac Financial (PFSI) Q2 Earnings and Revenues Miss Estimates

Q2 Holdings Posts Better-Than-Expected Q2 Profit, Revenue

July 29, 2026, 10:52 PM EDT. Q2 Holdings (QTWO) announced Q2 earnings of $0.7 per share, topping analyst forecasts by +4.48% and up from $0.5 in the same period last year. Revenue came in at $219.77 million, ahead of estimates by 1.26%. Shares are down 17.9% so far this year, lagging behind the S&P 500’s 8.5% rise. Q2 Holdings has beaten EPS estimates in three of the past four quarters. The stock is rated Zacks Rank #3 (Hold) and estimate revisions are mixed.

Q2 Holdings (QTWO) Tops Q2 Earnings and Revenue Estimates

Tourmaline Oil Corp. Q2 Results Fall Short of Forecasts

July 29, 2026, 10:51 PM EDT. Tourmaline Oil Corp. (TRMLF) posted second-quarter earnings of $0.51 per share, missing the consensus forecast of $0.54 and lower than the $0.98 reported in the prior-year period. Revenue came in at $952.69 million, also below estimates. Shares are down 0.7% year-to-date, while the S&P 500 has risen 8.5%. Analysts now expect next quarter’s EPS to reach $0.74 on $1.11 billion in revenue, with a Zacks Rank #5 signaling anticipated underperformance.

Tourmaline Oil Corp. (TRMLF) Q2 Earnings and Revenues Miss Estimates

UFP Industries (UFPI) Posts Q2 Earnings, Revenue Above Estimates

July 29, 2026, 10:50 PM EDT. UFP Industries (UFPI) posted second-quarter earnings of $1.48 per share, topping the Zacks Consensus Estimate of $1.44 and resulting in a +2.78% earnings surprise. Revenue for the quarter stood at $1.88 billion, 3.99% higher than analysts expected. Nevertheless, the company remains rated Zacks Rank #5 (Strong Sell) amid negative earnings estimate revisions and has lagged behind the S&P 500 so far this year.

UFP Industries (UFPI) Surpasses Q2 Earnings and Revenue Estimates

Cactus, Inc. (WHD) Tops Q2 Estimates as Revenue Impresses

July 29, 2026, 10:49 PM EDT. Cactus, Inc. (WHD) posted Q2 earnings of $0.81 per share, surpassing the consensus estimate of $0.70 and delivering a 15.71% earnings surprise. Revenue for the quarter reached $290.39 million, a 5.71% beat on estimates but just under last year’s $305.82 million. The stock has climbed roughly 37.2% so far this year, outpacing the S&P 500’s 14% rise. Cactus carries a Zacks Rank #3 (Hold), as estimate revisions remain mixed.

Cactus, Inc. (WHD) Q2 Earnings and Revenues Surpass Estimates

Meta Platforms Shares Slide 11% on Q2 Earnings Miss Despite Revenue Beat

July 29, 2026, 10:48 PM EDT.Meta Platforms shares slipped more than 11% after the company posted Q2 earnings, reporting revenue of $60.8 billion, topping forecasts by $2 billion. The adjusted EPS came in at $6.18, below the $7.22 analysts expected, as $3.58 billion in one-time charges from legal and severance costs weighed on results. After factoring out these costs, operating income surpassed expectations, rising 9% from a year earlier. The selloff was also fueled by market worries about increasing AI infrastructure investments.

The market is overreacting to Meta's earnings and guidance. Here's our plan

Questions Raised Over Fed Chair Kevin Warsh's Standing After Rate Decision

July 29, 2026, 10:47 PM EDT. Federal Reserve Chairman Kevin Warsh presided over his second policy meeting, with a 9-3 split in favor of leaving interest rates steady. Investors scaled back expectations for an upcoming rate hike, while yields on 30-year Treasuries hit their highest level since 2007. Warsh’s unclear position on further tightening and inflation management has led to skepticism about his authority and leadership as divergences within the Fed weigh on market sentiment.

Analysis: Fed Chairman Warsh's credibility in question after leaving interest rates unchanged

Berkshire Hathaway's Compounding Prospects with Greg Abel at the Helm

July 29, 2026, 10:45 PM EDT. Berkshire Hathaway (BRKA/BRKB) posts a modest 2% projected stock rise in 2026, lagging the S&P 500’s expected 8%. CEO Greg Abel, Warren Buffett’s successor, oversees a $400 billion cash reserve sourced from insurance float, giving the firm significant investment agility. Abel focuses on disciplined and targeted deals, such as the homebuilder Taylor Morrison, seeking opportunities to boost returns alongside higher interest income. While some investors remain cautious, Berkshire’s large cash position and Abel’s experience under Buffett point to substantial, long-term compounding strength.

Is Berkshire Hathaway One of the Market's Most Underrated Compounders?

Ambiq Micro Begins Trading on SGX with Secondary Listing to Broaden Presence in Asia

July 29, 2026, 10:44 PM EDT. Ambiq Micro, a US semiconductor manufacturer, started trading on the Singapore Exchange (SGX) through a secondary listing on Jul 30, 2025. Based in Austin, the company continues to hold its main listing on the NYSE, where shares have experienced recent swings. The addition to SGX grants investors greater exposure to the AI and semiconductor fields, introduces Singapore dollar trades, and bolsters Ambiq’s increasing research and development operations within Singapore’s expanding technology industry.

US semiconductor company Ambiq Micro makes SGX debut via secondary listing

RAS Technology (ASX:RTH) Jumps 20.69% After Tabcorp Expands Multi-Year Deal

July 29, 2026, 10:43 PM EDT. Shares in RAS Technology (ASX:RTH) climbed 20.69% to AUD 0.70 on 30 July 2026 following the award of a four-year, $9.1 million contract with Tabcorp. The extended agreement, which builds on their 15-year partnership, now includes RAS’s Fast Form service as well as current offerings in racing data, analytics, and predictive modelling. With this long-term contract, the company gains greater revenue certainty, despite shares having dropped 28.57% over the past year.

Why RAS Technology (ASX:RTH) Shares Are Trading Higher Today?

Zhongji Innolight Drops 3% on Hong Kong Debut as AI Stocks Slide

July 29, 2026, 10:42 PM EDT. Zhongji Innolight shares slipped by as much as 3% following its widely awaited debut in Hong Kong-an IPO that brought in HK$53.4 billion and put the company’s valuation at above HK$1 trillion. Shares fell to HK$953, mirroring a worldwide downturn in AI-related equities. The IPO was priced at HK$980 per share, under the HK$1,010 upper offering cap. Shenzhen-listed shares previously lost 16%, leading to an 8 billion yuan A-share repurchase plan.

Zhongji Innolight shares fall on Hong Kong debut amid global AI sell-off

Zhongji Innolight Shares Drop 5% on $6.8 Billion Debut in Hong Kong

July 29, 2026, 10:41 PM EDT. Zhongji Innolight, a top producer of optical transceivers and AI hardware in China, saw its shares lose 5% on their first trading day in Hong Kong following a HK$53.4 billion ($6.8 billion) IPO. The listing stands as Asia’s second-biggest so far this year, trailing only CXMT’s $8.6 billion IPO in Shanghai. The company holds a 21.2% share of the global optical interconnect sector and intends to allocate the raised funds to research, development, and international growth.

China AI supplier Zhongji Innolight slips in Hong Kong debut after $6.8 billion IPO

Asian Markets Swing After Sharp Weekly Drop as AI Worries and Fed Rate Hold Cloud Outlook

July 29, 2026, 10:40 PM EDT. Asian equities fluctuated following a pronounced weekly decline, as uncertainty around the AI trade weighed on sentiment. The Federal Reserve’s choice to maintain current interest rates contributed to unease in bond markets regarding the path of interest rates ahead.

Asian stocks choppy after rout, Fed leaves markets uncertain on rates

Sai Silks (Kalamandir) Limited (NSE:KALAMANDIR) Set to Go Ex-Dividend Ahead of Dividend Payment

July 29, 2026, 10:39 PM EDT. Sai Silks (Kalamandir) (NSE:KALAMANDIR) is scheduled to go ex-dividend on August 3, with shareholders set to receive a ₹1.50 per share dividend on September 9. At the current share price of ₹88.77, the trailing yield stands at 1.7%. The company distributes 16% of profits and 5.4% of free cash flow as dividends, reflecting payout sustainability. Earnings have recorded 83% annual growth in the past five years, highlighting further dividend growth prospects.

Should You Buy Sai Silks (Kalamandir) Limited (NSE:KALAMANDIR) For Its Upcoming Dividend?

UPS Lags Competitors as EPA 2027 Engine Rules Shape Industry Moves

July 29, 2026, 10:38 PM EDT. OEMs are adapting to the upcoming 2027 EPA engine mandate, with PACCAR opting to roll out compliant engines steadily until 2026. PACCAR projects 145,000 heavy truck deliveries for the second half of 2025, an increase from 105,000 in the first half. Carriers are putting resources into updating fleets to keep pace with strong rates and a challenging driver market. UPS shares dropped after it declined to lift guidance for domestic volume in the second half, underscoring intensifying competition from Amazon even as consumer freight demand remains strong.

Trucking Earnings: Why UPS Is Falling Behind in a Robust Market

Australian stocks slip as miner shares weaken

July 29, 2026, 10:37 PM EDT. Australian shares slipped on Thursday, snapping a three-day advance as miner stocks declined due to softer commodity prices. Sentiment was further dampened by a split within the U.S. Federal Reserve over the direction of interest rate policy.

Australian shares retreat as miners lose ground

SM Energy (SM) Rises Sharply; Valuation Questioned Before August Earnings

July 29, 2026, 10:36 PM EDT. Shares of SM Energy (SM) are at $31.72, gaining 21.35% in the past month and 65.81% so far this year, while returning 18.57% to shareholders over twelve months. With Q2 results due August 5, analysts anticipate both revenue and earnings growth. The stock is viewed as trading 18.4% below its estimated fair value of $38.86, backed by expansion in drilling assets and revenue. Still, the elevated P/E ratio of 58.1x versus the industry’s 13.6x suggests bullish expectations may be reflected in the current price.

Is SM Energy (SM) Cheap On Earnings Hopes Or Is Its Valuation Already Priced In?

Intel Shares Processor Tech with Startup Headed by Tan's Co-Investor

July 29, 2026, 9:54 PM EDT. Intel has taken the unusual step of giving a startup headed by one of Tan’s co-investors access to its processor technology, a source and documents seen by Reuters show.

Intel providing chip technology to startup led by co-investor of Tan in rare deal

U.S. Backs Madagascar Rare Earths Plan in Move to Lessen Reliance on China

July 29, 2026, 9:53 PM EDT. The Trump administration is supporting a rare earths venture in Madagascar to advance its push to decrease U.S. dependence on China’s grip over critical minerals, broadening its reach in Africa.

U.S. Backs Madagascar's Rare Earths Project

Investors Press Fed’s Warsh Over Inflation, Urge Clearer Stance

July 29, 2026, 9:51 PM EDT. Kevin Warsh faced pushback from investors who questioned his minimal communication approach and raised concerns about his resolve to tackle inflation, intensifying demands on the new Federal Reserve chairman to back up his words with decisive rate increases.

Fed’s Warsh Rebuked by Investors Craving a Real Inflation Fight

Phoenix Mills (NSE:PHOENIXLTD) Draws Attention for Strong Growth and Profitability

July 29, 2026, 9:50 PM EDT. Phoenix Mills (NSE:PHOENIXLTD) is drawing investor attention amid its profitability and a 14% annual EPS increase over the past three years. The company’s EBIT margins improved from 48% to 52% while revenue also advanced, signaling robust operational results. Insider holdings valued at ₹15b underscore management’s conviction. With a market capitalisation of ₹683b, Phoenix Mills stands out for its growth profile and alignment with shareholders.

Here's Why Phoenix Mills (NSE:PHOENIXLTD) Has Caught The Eye Of Investors

ASX Set to Fall as Oil Jumps and Fed Caution Weigh; Champion Iron Reports Q1 Loss

July 29, 2026, 9:49 PM EDT.Australian shares are expected to decline Thursday, pressured by an oil price rally that heightens inflation fears and lingering risks to Middle East output. Market participants are navigating caution after Federal Reserve Chair Kevin Warsh left rates steady but hinted at future tightening. Major U.S. markets closed lower overnight, with the S&P 500 down 1.5%, the Nasdaq off 1.7%, and the Dow Jones losing 2.2%. Champion Iron (ASX:CIA) reported a fiscal Q1 loss of CA$0.07 per share and CA$356.9 million in revenue, reversing prior profit and lower year-ago sales. Domino’s Pizza reaffirmed its FY26 profit outlook despite a statutory loss on AU$300 million in write-downs. The benchmark Australian index gained 1% to finish at 9,038.60 on Wednesday.

ASX Preview: Australian Shares to Fall Amid Oil Surge, Fed Policy Uncertainty; Champion Iron Swings to Fiscal Q1 Loss, Revenue Down

Stocks Tumble After Fed Chair Kevin Warsh Warns on Inflationary Risks

July 29, 2026, 9:46 PM EDT. Fed Chair Kevin Warsh’s remarks on continuing economic shocks such as tariffs and the Iran situation sent the Dow Jones, S&P 500, and Nasdaq sharply lower on July 29. Despite the Federal Reserve holding rates steady, his comments raised investor worries that inflation pressures could prompt further rate increases, adding to volatility in a week packed with earnings and AI-related activity.

2 Words From Fed Chair Kevin Warsh Sent the Stock Market Tumbling, and This May Be Just the Beginning

Acadia Healthcare (ACHC) Shares Slide More Than 16% After Trailing Loss Raises Alarm

July 29, 2026, 9:45 PM EDT. Shares in Acadia Healthcare (NasdaqGS:ACHC) dropped over 16% as the market responded to a trailing US$1.1 billion loss, overshadowing a slim return to profit in Q2 2026. Revenue held steady at US$865.8 million; Q2 saw net income of US$10.9 million and EPS of US$0.12. However, a year-on-year decrease in net income and the significant trailing loss cast doubt on the company’s recovery outlook.

Acadia Healthcare (ACHC) Stock Price Sinks As Trailing Loss Clouds Turnaround

Rocket Lab Shares Slide More Than 50% as Space Sector Swings

July 29, 2026, 9:44 PM EDT. Shares of Rocket Lab have fallen more than 50% since late May, hitting a multi-week low as heightened volatility and selling pressure impact the space industry. Despite recent weakness, Rocket Lab has successfully launched over 260 small satellites with its Electron rocket, and the larger Neutron vehicle is scheduled for initial flights soon. The firm’s planned acquisition of Iridium Communications, along with robust growth forecasts for launch services and satellite communications, signal a positive outlook for the company.

Rocket Lab Stock Keeps Dropping. Here's Exactly When I'd Buy The Dip.

Methanex Q2 2026 Profit Jumps; Leverage and Margin Issues Remain

July 29, 2026, 9:43 PM EDT. Methanex (TSX:MX) posted a significant recovery in Q2 2026, recording US$1.40b revenue and US$2.56 EPS, with adjusted EBITDA also robust, even after a recent drop in share price. Highlights included record output in North America and full repayment of a US$290m term loan, with dividends unchanged. But worries persist about leverage, margins and future performance, as gas supply disruptions and higher logistics costs put pressure on the Q3 outlook.

Methanex (TSX:MX) Stock Profit Rebound Meets Leverage And Margin Doubts

DroneShield Among Resilient Penny Stocks to Track

July 29, 2026, 9:42 PM EDT. This piece reviews robust penny stocks trading below $5, including DroneShield and Sigma Healthcare . Sydney-based DroneShield, a defence technology company, generated A$216.8 million in revenue mainly from Aerospace & Defense and has a market cap of A$1.65b, showing profitability on increasing counter-drone needs. Sigma Healthcare posts A$9.5b in revenue and holds a A$34.28b market cap, backing multiple pharmacy brands while registering earnings growth even as the industry faces pricing and quality issues.

DroneShield Stock And Other Financially Fit Penny Shares Worth A Closer Look

Korean Shares Drop for Third Day Despite Samsung Profit Surprise, ETF Curbs Add Pressure

July 29, 2026, 9:40 PM EDT. South Korea’s stock market declined for a third straight session, even as Samsung Electronics Co. delivered earnings that surpassed forecasts. Investors remained cautious after authorities introduced new limits on leveraged exchange-traded funds, adding to market worries.

Korean Stocks Decline After Samsung Results, New ETF Curbs

Ambiq Broadens Asia Reach With NYSE, SGX Dual Listing

July 29, 2026, 9:39 PM EDT. Ambiq has made its shares more accessible to Asian investors through a dual listing on the New York Stock Exchange (NYSE) and Singapore Exchange (SGX). The fabless semiconductor design company, focused on edge AI solutions, is now listed on SGX’s main board, increasing its exposure to regional buyers, improving liquidity, and offering opportunities linked to different currency markets and regulatory environments.

Ambiq’s Singapore listing opens investor access across Asia

Bank of Japan Meeting Draws Investor Scrutiny Over Inflation Response

July 29, 2026, 9:38 PM EDT. Markets are focused on Friday’s Bank of Japan interest rate meeting, seeking cues on upcoming monetary policy actions and evaluating the central bank’s standing in managing inflation.

Investors warn Bank of Japan faces test to inflation-fighting credibility

Three UK Bank Stocks Gaining from Elevated Savings Rates, Stable Base Rate

July 29, 2026, 9:35 PM EDT.UK banks such as Arbuthnot Banking Group and Secure Trust Bank are seeing gains from high savings rates and the Bank of England’s continuing 3.75% interest rate. Arbuthnot features bespoke lending and wealth management, generating strong net interest income even as bad loans have risen. The group’s market cap is £135.4m and its P/E ratio is lower than those of its competitors, which may signal the shares are undervalued. Secure Trust Bank specialises in consumer and asset-backed lending.

3 UK Bank Stocks Benefiting From High Savings Rates And Steady Interest Rates

Teladoc (TDOC) Q2 Earnings Beat but Revenue Falls Short of Forecasts

July 29, 2026, 8:56 PM EDT. Teladoc (TDOC) posted a Q2 loss of $0.21 per share, topping the projected loss of $0.24 and delivering a 12.50% earnings surprise. Meanwhile, revenue came in at $606.93 million, missing analyst expectations by 1.26% and slipping from $631.9 million in the same quarter last year. The stock has advanced 33.7% year to date, but the company is rated a Zacks Rank #3 (Hold) with a mixed earnings outlook and an industry placement in the top 32% for Medical Services.

Teladoc (TDOC) Reports Q2 Loss, Lags Revenue Estimates

Unisys Posts Q2 Loss of $0.08 Per Share, Tops Revenue Forecasts at $473.5 Million

July 29, 2026, 8:55 PM EDT. Unisys (UIS) posted a second-quarter loss of $0.08 per share, wider than the projected loss of $0.03, but surpassed consensus revenue forecasts with $473.5 million, rising 6.12% year-over-year. The earnings surprise was -166.67%, yet shares have risen 24.3% year-to-date, outperforming the S&P 500’s 8.5% gain. The company holds a current Zacks Rank of #3 (Hold), as estimate trends remain mixed.

Unisys (UIS) Reports Q2 Loss, Beats Revenue Estimates

Stocks Slide After Fed Holds Rates Steady; Sector Slips Further Into Bear Market

July 29, 2026, 8:54 PM EDT. U.S. equities tumble as the Federal Reserve maintains its current interest rate stance. Investors pull back, resulting in losses across major indices. At the same time, one sector sinks further into bear market territory, highlighting growing pressure in the wake of the Fed’s move.

Stocks Slammed, Traders 'Warshed Out' By No Change In Rates; This Sector Is In Bear Territory

Patterson-UTI Q2 CY2026 Revenue Tops Forecasts, Matches Year-Ago Levels

July 29, 2026, 8:53 PM EDT. Patterson-UTI announced Q2 CY2026 revenue of $1.23 billion, unchanged from a year earlier yet 5.9% higher than analysts had predicted. GAAP loss per share came in at $0.05, slightly below expectations. The firm reported adjusted EBITDA of $231.9 million (18.9% margin), 6% above analysts’ forecasts. Free cash flow rose to $52.62 million, turning positive from last year’s negative $4.46 million. The company’s market capitalization is $3.54 billion.

Patterson-UTI (NASDAQ:PTEN) Posts Better-Than-Expected Sales In Q2 CY2026

Patterson-UTI Q2 CY2026 Revenue Tops Expectations, Remains Steady Year Over Year

July 29, 2026, 8:52 PM EDT. Patterson-UTI posted Q2 CY2026 revenue of $1.23 billion, exceeding consensus estimates by 5.9% while holding steady compared to the previous year. The GAAP loss came in at $0.05 per share, missing forecasts by $0.02. Adjusted EBITDA stood at $231.9 million, an increase of 6% with a margin of 18.9%. Operating margin narrowed to -0.6% from last year’s -2.4%, and free cash flow increased to $52.62 million.

Patterson-UTI (NASDAQ:PTEN) Posts Better-Than-Expected Sales In Q2 CY2026

Bitcoin Could Hit $2.5 Trillion Market Value at $126,000 by 2025

July 29, 2026, 8:51 PM EDT. Bitcoin is forecast to achieve a 25% compound annual growth rate, which could see the cryptocurrency return to its peak of $126,000 within three years and push its market capitalization to $2.5 trillion. Institutional investors have driven Bitcoin to act more like a high beta technology stock. While this indicates a maturing asset class, the potential for sharp gains is lower than in early phases, and market swings are expected to persist as price cycles continue.

Prediction: Bitcoin Will Be Worth $2.5 Trillion in 3 Years

Reformation Inc. Prices IPO at Low End, Raises $210.9 Million

July 29, 2026, 8:50 PM EDT. Sustainable womenswear label Reformation Inc., together with shareholders and private equity sponsor Permira, secured $210.9 million in an initial public offering priced at the lowest point of its marketed range.

Clothing Brand Reformation, Backers Raise $210.9 Million in IPO

Cipher Digital Sinks 13.4% as AI Data Center Stocks Retreat; Bitcoin Little Changed

Stock Market Today: Live Updates 29.07.2026

July 29, 2026, 8:48 PM EDT. Shares of Cipher Digital slid 13.4% to $17.69, wiping out $1.1 billion in market value as 39.7 million shares exchanged hands. Other AI data center stocks lost an average of 12.7%, while Bitcoin edged up 0.2%. The Nasdaq Composite dropped 1.74% following the Fed’s decision to hold rates steady. Cipher is expected to report Q2 results on August 4, with two bullish analyst price targets near $32 still intact.

Cipher Digital falls 13% alongside AI data center stocks; bitcoin trades flat

Ambev Shares Slip as Q2 2026 Guidance Highlights Modest Beer Rebound in Brazil

Ambev Shares (BVMF:ABEV3; NYSE:ABEV) Under Pressure as Beer Recovery Lags 2024 Outlook

July 29, 2026, 8:46 PM EDT. Ambev declined 1.2% to R$15.90 as the company guided for Q2 revenue between R$20.4-21.1 billion and EBITDA in the R$6.3-6.6 billion range. Although beer volumes are expected to rise 8%, sales still stand 1.6% under Q2 2024 levels. EBITDA margin improvement to around 31.7% reflects stronger pricing and tighter cost control, but shares remain 6.5% shy of their annual high, with the beer volume upturn still uncertain.

Ambev Shares (BVMF:ABEV3; NYSE:ABEV) Under Pressure as Beer Recovery Lags 2024 Outlook

Fortinet Jumps 11% After Q2 Beat, Citing Bright Service Outlook and Raised 2026 Forecast

Fortinet, Inc. (NASDAQ:FTNT) Shares Surge 11% on Service Pipeline Outlook

July 29, 2026, 8:45 PM EDT. Fortinet jumped 11.1% after hours to $170.22 as Q2 revenue topped forecasts by 8.4% and adjusted EPS beat by 20%. The company saw service billings rise 26%, far outpacing the 14% gain in service revenue. Deferred revenue climbed 17%, pointing to growing future subscription income. Fortinet boosted its 2026 outlook, driven by strong sales and billings, and emphasized the strength of its service pipeline.

Fortinet, Inc. (NASDAQ:FTNT) Shares Surge 11% on Service Pipeline Outlook

Carvana Slides 8.1% on Outlook for Slower H2 2026 Profits

Carvana (NYSE:CVNA) Shares Drop After Outlook Points to Weaker Profit Expansion in Second Half

July 29, 2026, 8:44 PM EDT. Carvana shares fell 8.1% to $60.95 in post-market trading after the company forecasted weaker profit growth for the second half of 2026. Second-quarter revenue climbed 52% to $7.376 billion, and retail units sold increased 38%. However, adjusted EBITDA margin dropped to 10.4% from 12.4%. The midpoint guidance for H2 EBITDA is 2.2% below H1’s $1.441 billion, signposting a softer profit trend ahead.

Carvana (NYSE:CVNA) Shares Drop After Outlook Points to Weaker Profit Expansion in Second Half

Sensex, Nifty Advance as IT Shares Lift Indian Markets Amid Asia Selloff

July 29, 2026, 8:43 PM EDT.Sensex and Nifty climb with information technology shares driving advances during turbulent trading. Continued foreign investor buying fuels hopes for a broader turn away from popular artificial intelligence trades, bucking the decline seen across Asian markets.

Stocks buck Asian rout as Sensex and Nifty rally despite technology market turmoil

Dow drops more than 1,100 points as inflation and rising bond yields drive broad market sell-off

July 29, 2026, 8:42 PM EDT. The Dow Industrials slumped 2.19%, for a loss of over 1,100 points and the heaviest decline this year, leaving the index 3.18% lower than the month’s high. The S&P 500 declined 1.52%, the Nasdaq slid 1.74%, and the Russell 2000 shed 1.6%. Industrials posted the steepest sector loss at 3.24%. Treasury yields reached their highest level since 2007, with the 30-year note at 5.21%. Investors look ahead to jobless claims, expected around 200,000, and a GDP growth forecast of 1.8%.

Thursday's big stock stories: What’s likely to move the market in the next trading session

Cotton Futures Slide as Crude Oil and US Dollar Weaken on Wednesday

July 29, 2026, 8:41 PM EDT. Cotton futures declined Wednesday, with July 25 contracts slipping 106 points to 64.99, October 25 off by 70 points to 67.41, and December 25 shedding 76 points to 67.77. Crude oil retreated 66 cents per barrel, and the US dollar index lost $0.404 to finish at 98.755. The USDA’s Adjusted World Price added 32 points last week to 53.84 cents per pound, while ICE cotton stocks were unchanged at 53,700 bales.

Cotton Falls on Wednesday

Soybeans Drop Sharply as Wet Weather and Weaker Export Sales Weigh

July 29, 2026, 8:40 PM EDT. Soybeans slid 13 ½ to 34 cents on Wednesday, pulling the national average Cash Bean price down 31 3/4 cents to $11.46 ¼. Soymeal futures retreated $2.50 to $5.00 while Soy Oil futures softened between 30 and 159 points. Wet forecasts are calling for 1-2 inches of rainfall in key Midwest growing regions over the next week. USDA’s export report due Thursday is expected to show net reductions to moderate purchases for 2025/26 bean sales along with projected ranges for meal and oil sales.

Soybeans Collapse on Wednesday, as Forecasts Remain Wet

Spring Wheat Prices Gain as Wheat Market Ends Mixed on Wednesday

July 29, 2026, 8:39 PM EDT. The wheat market finished Wednesday in mixed fashion as Chicago SRW and KC HRW futures fell by 1 1/2 to 3 3/4 cents, but MPLS spring wheat contracts added up to 4 cents. September CBOT wheat settled at $6.60 3/4, a decline of 1 3/4 cents, while September MIAX wheat advanced 2 1/2 cents to $7.05. Black Sea shipping remains affected as Ukraine-Russia attacks persist.

Wheat Closes Mixed on Wednesday, with Spring Wheat Heading Higher

Corn Futures Weaken as Ethanol Output Climbs and Export Outlook Shifts

July 29, 2026, 8:38 PM EDT. Corn futures declined by 2 to 9 ½ cents on Wednesday, with the CmdtyView national average Cash Corn price slipping 9 1/2 cents to $4.19 3/4. Ethanol production rose by 39,000 barrels per day to 1.133 million bpd, and stocks increased 245,000 barrels to 24.726 million. Export sales figures are due Thursday, while South Korea purchased 69,000 MT of corn. Sep 26 corn was down 9 1/2 cents at $4.49.

Corn Pushes Lower on Wednesday

Live and Feeder Cattle Futures Climb Midweek; Beef Stocks Decrease

July 29, 2026, 8:37 PM EDT. Live cattle futures rose by 97 cents to $1.17, with the Feb 26 contract settling at $246.000. Feeder cattle futures were up by $1.20 to $2.17, even after some midday weakness. The February 24 CME Feeder Cattle Index was down 62 cents at $374.79. Cold Storage figures indicated beef holdings at 434.9 million lbs, a 4.44% decline from the previous year. The USDA reported 110,000 head slaughtered on Wednesday, bringing the weekly figure to 327,000 head.

Cattle Post Gains on Wednesday

Lean Hog Futures Drop as Pork Cutout Values Fall on August 26

July 29, 2026, 8:36 PM EDT. Lean hog futures fell between $1.37 and $2.57 on August 26, with Aug 26 contracts settling at $100.675, representing a $2.425 decrease. The USDA reported the national base hog price higher at $101.79, but the pork carcass cutout value slipped by $2.13 to $101.78. Federally inspected hog slaughter totaled 471,000 head, which is a decline of 27,000 from a week prior. The CME Lean Hog Index edged up to $98.35 as of July 24.

Hogs Fall Lower on Wednesday, as Pork Slips

Race Intensifies to Find US Rare Earth Sector Front-Runner

July 29, 2026, 8:35 PM EDT.REalloys is advancing a complete, non-Chinese rare earth supply chain in North America, integrating feedstock procurement, proprietary metallization technology, and permanent magnet manufacturing to secure market share.

Investors Are Racing to Find America's Next Rare Earth Winner

ASX Set to Open Lower as Oil Soars; Fed Policy, Champion Iron Loss Weigh

July 29, 2026, 8:34 PM EDT. Australian shares are poised to decline, pressured by rising oil prices that have heightened inflation concerns and worries about potential supply disruptions in the Middle East. Investor sentiment remains subdued with lingering Federal Reserve policy uncertainty. Market mood is further dampened after Champion Iron posted a fiscal Q1 loss amid weaker revenues.

ASX Preview: Australian Shares to Fall Amid Oil Surge, Fed Policy Uncertainty; Champion Iron Swings to Fiscal Q1 Loss, Revenue Down

Leidos (LDOS) Drops 1.11%, Lagging Behind S&P 500

July 29, 2026, 8:05 PM EDT. Leidos (LDOS) ended the session at $141.40, slipping 1.11% and trailing the S&P 500’s 0.17% loss. Shares have advanced 3.46% over the last month, outperforming the Aerospace sector’s 1.42% decrease. The company is projected to report earnings on May 6, 2025, with an EPS estimate of $2.47 (+7.86%) and revenue expected at $4.08 billion (+2.71%). Leidos maintains a Zacks Rank #2 (Buy), a Forward P/E of 13.6, and a PEG ratio of 1.84, compared with industry averages.

Leidos (LDOS) Dips More Than Broader Market: What You Should Know

Merck (MRK) Shares Drop 1.11% Before August 4 Earnings Release

July 29, 2026, 8:04 PM EDT. Merck (MRK) ended the session at $130.36, falling 1.11%, a smaller decline than the S&P 500’s 1.52% drop. Wall Street expects the company to post earnings of – $0.26 per share on August 4, down 112.21% year-over-year, while revenue is seen rising to $16.33 billion (up 3.32%). For the full year, the Zacks Consensus Estimate stands at $2.74 per share in earnings (down 69.49%) and $66.77 billion in revenue (up 2.71%). Merck carries a Zacks Rank #4 (Sell), a Forward P/E of 48.08, and a PEG ratio of 5.23, both higher than the sector averages of 18.16 and 2.75, respectively.

Merck (MRK) Stock Moves -1.11%: What You Should Know

Joker Producer Accused in $100 Million Illinois Ponzi Scheme

July 29, 2026, 8:03 PM EDT. Film producer Jason Cloth, recognized for his work on Joker and Ghostbusters: Afterlife, has been charged with orchestrating a $100 million Ponzi scheme involving investors in Illinois. Cloth was detained in Los Angeles; prosecutors claim he spent investor funds on Canadian real estate deals and personal costs. The indictment aims to recover $12.25 million. Cloth is also a defendant in a 2024 class action that asserts he owes investors $180 million.

'Joker' producer defrauded Illinois investors in $100 million Ponzi scheme, feds say

Amgen (AMGN) Falls 1.44%, Outpacing S&P 500, as Earnings Approach

July 29, 2026, 8:02 PM EDT. Amgen (AMGN) ended trading down 1.44% at $387.42, while the S&P 500 lost 1.52%. The stock climbed 8.56% in the past month, ahead of the Medical sector’s 1.55% increase. Analysts expect Amgen’s August 4, 2026 earnings to show a 6.98% EPS drop to $5.6, with revenue growing 2.94% to $9.45 billion. Amgen’s Forward P/E stands at 17.62, lower than the industry’s 20.56, and its PEG ratio is 3.98. Zacks assigns the firm a Rank #4 (Sell).

Amgen (AMGN) Stock Moves -1.44%: What You Should Know

Affirm Holdings (AFRM) Shares Slip 1.95% as Quarterly Outlook Approaches

July 29, 2026, 8:01 PM EDT. Shares of Affirm Holdings (AFRM) slipped 1.95% to close at $47.38, trailing behind the S&P 500’s 0.33% decline. Over the last month, AFRM shares have fallen 25.13%, steeper than the Computer & Technology sector’s 7.14% decrease. Analysts expect the company to post quarterly earnings of -$0.08 per share, an improvement of 81.4% year-over-year, and revenue of $781.66 million, representing a 35.67% rise. Zacks assigns AFRM a Rank #2 (Buy), with EPS projections recently boosted by 13.48%.

Affirm Holdings (AFRM) Falls More Steeply Than Broader Market: What Investors Need to Know

Groupon (GRPN) Shares Finish Lower, Lagging Broader Market

July 29, 2026, 8:00 PM EDT. Groupon (GRPN) finished at $11.80, a decline of 1.09%, falling behind the S&P 500 which slipped 0.47%. In the last month, GRPN has advanced 13.62%, outperforming the Retail-Wholesale sector’s 0.47% drop. The next earnings are expected to show a -$0.06 EPS, a 120% year-over-year decrease, with revenue forecast at $128.92M, down 6.39%. The stock maintains a Zacks Rank #3 (Hold), as EPS forecasts remain consistent and the industry outlook stays robust.

Why Groupon (GRPN) Dipped More Than Broader Market Today

ARKO Corp. (ARKO) Shares Drop 3.61%, Trail Behind S&P 500

July 29, 2026, 7:59 PM EDT. Shares of ARKO Corp. (ARKO) slid 3.61% to $7.74, performing worse than the S&P 500, which lost 1.52%. Over the last month, ARKO’s stock was flat, missing the Consumer Staples sector’s 2.93% increase. The company is forecast to report earnings with an EPS of $0.15 and revenue at $1.99 billion, a slight decrease year-over-year. ARKO has a Zacks Rank #3 (Hold) and its Forward P/E stands at 27.69, higher than the industry’s average of 20.13.

ARKO Corp. (ARKO) Dips More Than Broader Market: What You Should Know

Macy's (M) Drops 4.2%, Outpaces Retail-Wholesale Sector Amid Broad Market Slide

July 29, 2026, 7:58 PM EDT. Macy’s (M) stock declined 4.2% to $19.15, lagging the S&P 500’s 0.92% loss but faring better than the Retail-Wholesale sector’s 0.48% rise over the last month. Macy’s will announce earnings on December 3, 2025, with analysts projecting EPS of -$0.14 and revenue of $4.59 billion, both down from a year ago. The retailer carries a Zacks Rank #1 (Strong Buy) and trades at a forward P/E of 10.02, compared to the industry average of 20.53.

Macy's (M) Suffers a Larger Drop Than the General Market: Key Insights

Europe Faces Winter Risk from Lagging Gas Reserves, Diesel Supply Shortfall

July 29, 2026, 7:57 PM EDT. Europe is at risk of winter energy challenges as gas storage levels remain below target and diesel stocks drop to the lowest since 2022, while global oil and gas markets remain tight.

Low Gas Storage and Diesel Shortages Threaten Europe's Winter Supply

Stock Futures Little Changed as Investors Weigh Meta, Microsoft Results and Fed Rate Pause

July 29, 2026, 7:55 PM EDT. U.S. stock futures were largely flat as traders assessed Meta Platforms’ 8% after-hours loss driven by AI-related spending worries, while Microsoft climbed 9% on robust enterprise growth. The Dow just recorded its biggest tumble since April 2025, dropping 1,153 points. The Federal Reserve kept interest rates unchanged, sending 30-year Treasury yields to over 5.2%, a peak not seen since 2007. Investors are now looking ahead to inflation and jobless claims releases.

Stock futures are little changed as traders weigh Meta and Microsoft results, big Fed Day sell-off: Live updates

Boot Barn Holdings (BOOT) Q1 2027: Shares Decline Despite Growth, 33% Narrative Undervaluation Seen

July 29, 2026, 7:54 PM EDT. Boot Barn Holdings (BOOT) posted Q1 2027 results and new guidance. Shares fell 4.87% on the day to $150.89, with a one-month return of -8.30%. Despite short-term losses, the 3-year total shareholder return stands at 67.79%. Shares remain 33% below a narrative fair value of $225, reflecting continued store expansion and sales growth in key regions. Execution risks and changing fashion preferences remain potential headwinds.

Boot Barn Holdings (BOOT) Updated Guidance, Is The Pullback Enough To Look Cheap?

Asian Equities Set to Slip After Fed Maintains Rates, Wall Street Drops

July 29, 2026, 7:53 PM EDT.Asian equities are likely to track Wall Street lower, with traders cautious amid unease over artificial intelligence investment and the Federal Reserve’s policy stance. These pressures have sent long-term Treasury yields to their highest point in almost two decades.

Asian Stocks to Fall as Fed Keeps Rates on Hold: Markets Wrap

BrightSpire Capital (BRSP) Shares Drop as Dividend Coverage Worries Persist

July 29, 2026, 7:52 PM EDT. Shares of BrightSpire Capital (NYSE: BRSP) declined 4.5% after reporting a GAAP net loss of US$18.3 million for Q2 2026, with distributable earnings per share at US$0.12-trailing its dividend payment. Quarterly revenue slipped 2.8% to US$83.55 million. While loan originations totaled US$319 million, ongoing concerns about dividend coverage and credit quality continue to weigh on the high-yield mortgage REIT.

BrightSpire Capital (BRSP) Stock Price Slides As Dividend Coverage Slips Further

Cardinal Energy (TSX:CJ) Delivers Stronger Q2 Earnings as Growth Initiatives, Dividends Advance

July 29, 2026, 7:51 PM EDT. Cardinal Energy delivered a strong performance in Q2 2026, with revenue jumping 1.8 times to CA$193.99m and net income more than tripling to CA$68.39m. Basic EPS increased to CA$0.39 compared to CA$0.10 a year earlier. Production was up 23%, reaching 2.36 MMboe. Adjusted funds flow came in at CA$123.4m, supporting a CA$205m capex plan for 2026 and a monthly dividend of CA$0.06. The Reford 2 project continues with an expected revenue contribution in Q4 2027, underscoring Cardinal’s growth strategy while facing ongoing oil price volatility.

Cardinal Energy (TSX:CJ) Stock Can Strong Q2 Fund Growth And Dividends?

Chipotle Lifts Full-Year Sales Guidance Amid Lettuce Outbreak Hit to Traffic

July 29, 2026, 7:50 PM EDT. Chipotle Mexican Grill noted a decline in foot traffic in late July as a result of a lettuce-linked outbreak, yet the company increased its sales forecast for the full year, showing optimism about moving past the recent dip.

Chipotle lifts its sales forecast even as a lettuce-linked outbreak slows foot traffic

Amazon Shares Slide 7.4% Ahead of Q2 Results on AWS Margin Focus

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

July 29, 2026, 7:49 PM EDT. Amazon shares fell 7.4% prior to Q2 2026 earnings, as investors scrutinised AWS profit margins. Analysts forecast Q2 revenue at $196.75B and AWS revenue above $40.49B, reflecting growth over 30%. AWS operating margin is seen at 33.8%, expected to deliver 62% of Amazon’s projected $22B operating income. With higher AI spending and industry capex, analysts highlight AWS’s margin management.

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

Lam Research Jumps as $8.1 Billion Revenue Projection Tops Expectations

Lam Research (NASDAQ:LRCX) shares recover after company projects $8.1 billion, beating forecasts

July 29, 2026, 7:48 PM EDT. Lam Research shares climbed after the company forecast September revenue of $8.1 billion, exceeding analyst consensus by 14.2%, leading to a 2.6% rise in after-hours trading. June revenue also came in 0.8% above forecasts, while adjusted EPS surpassed estimates by 8.3%. Support revenue increased 43%, pushing margins up to 38.4%. CEO Tim Archer pointed to growing semiconductor demand from AI, along with significant gains in both NAND and advanced-packaging revenues.

Lam Research (NASDAQ:LRCX) shares recover after company projects $8.1 billion, beating forecasts

Stocks Sink as Fed Maintains Hawkish Tone; Chipmakers and AI Shares Slide

July 29, 2026, 7:47 PM EDT. The S&P 500 shed 1.52%, while the Dow lost 2.19% and the Nasdaq 100 retreated 2.06%, led by declines in chipmakers and AI companies. The Fed left rates at 3.50%-3.75% with a hawkish stance, as three members dissented in favor of a rate hike. Benchmark 10-year T-note yields climbed to 4.64%. Rising tensions in the Middle East drove crude prices up more than 6%, shaking global markets.

Stocks Plunge on a Rout in Chipmakers and a Hawkish Fed Hold

Wall Street Slides as Dow Falls 1,100 Points, AI and Oil Moves Hit Markets

July 29, 2026, 7:46 PM EDT. U.S. stocks tumbled on July 29, 2026, with the Dow Jones Industrial Average losing 1,153.18 points (2.19%) to finish at 51,594.14. The S&P 500 dropped 112.63 points (1.52%) to 7,316.15, ending a three-day rally, and the Nasdaq Composite slipped 433.97 points (1.74%) to 24,442.94 as chipmakers sold off. The selloff came amid losses in AI heavyweights, rising crude oil prices, and mounting macroeconomic headwinds.

US Stock Market Today: Dow Plummets 1,100 Points on AI Sell-Off

Technology One Names CFO as EVP for Regulated Industries, Emphasizes Growth Plans

July 29, 2026, 7:45 PM EDT. In July 2026, Technology One reorganized its executive team, moving CFO Cale Bennett to Executive Vice President of Regulated Industries, with Giovanni Rizzo stepping in as Acting CFO and a new Executive VP, Government, position being created. The company is increasingly prioritizing sectors such as healthcare and financial services. May 2026 results reported A$318.4M in revenue and A$66.8M net profit, underlining ongoing expansion while acknowledging execution and regulatory risks stemming from leadership transitions.

How Investors May Respond To Technology One (ASX:TNE) Elevating CFO Into Regulated-Industries Leadership Role

EcoSynthetix (TSX:ECO) Declines on Q2 Loss, Customer Delays and High Valuation

July 29, 2026, 7:43 PM EDT. Shares of EcoSynthetix (TSX:ECO) slid 27% over the past month, ending at CA$2.45. The company posted a 9% decrease in Q2 2026 revenue to US$4.54m and reported a net loss of US$0.43m, following a profit in the previous year. Gross margin edged up to 34%. Ongoing softness in demand and customer pauses contributed to concentration risk, but EcoSynthetix remains backed by US$29.1m in cash and deposits, supporting current projects at a 5.1x premium price-to-sales ratio.

EcoSynthetix (TSX:ECO) Stock Faces Customer Pauses And A Premium Valuation

US Mortgage Rates Edge Higher After Fed Holds Rates; Treasury Yields Push Up

US Mortgage Rates Climb Following Fed Decision as Treasury Yields Advance

July 29, 2026, 7:42 PM EDT. US mortgage rates ticked up after the Federal Reserve maintained the policy rate at 3.50%-3.75%. The 30-year fixed mortgage rate rose two basis points to 6.78%, following gains in long-term Treasury yields: the 10-year Treasury yield advanced six basis points to 4.67%, while the 30-year yield climbed eleven basis points to 5.20%. The spread between mortgage and Treasury yields narrowed, indicating elevated yields rather than lender adjustments were behind the uptick in mortgage rates. Mortgage demand continued to weaken, with applications falling 6.4% and refinancing activity down 9.9%, reflecting persistent affordability pressures.

US Mortgage Rates Climb Following Fed Decision as Treasury Yields Advance

CoreWeave CEO Michael Intrator Offloads Almost $25M in Shares as Stock Declines

July 29, 2026, 7:41 PM EDT. CoreWeave CEO Michael N. Intrator disposed of 307,692 Class A shares for roughly $24.9 million on July 14, 2026, via a Rule 10b5-1 plan. This transaction comprised 107,692 shares from Omnadora Capital LLC, marking the complete divestment of that indirect holding. Intrator continues to hold 2,676,815 direct shares in addition to significant options. Shares ended at $77.12 on July 15, representing a -40% total return over one year and valuing the company at $42.1 billion.

CoreWeave's CEO Sold Company Stock Worth Nearly $25 Million Amid Share Price Declines. Here's a Closer Look at the Transaction.

Fed's Firm 2% Inflation Pledge Triggers Sharp Moves in Treasuries and Equities After Warsh Remarks

July 29, 2026, 7:40 PM EDT. Federal Reserve Chair Kevin Warsh reiterated an unwavering 2% inflation goal, dismissing suggestions of a flexible target. In response, US Treasury yields rallied, with the 30-year yield reaching 5.21%, a level last seen in 2007, while the 10-year yield approached 4.69%. Market participants voiced concerns the Fed might not do enough to fight inflation in the face of geopolitical risks and oil market disruptions. Equities tumbled, with the Dow losing more than 1,100 points, and the dollar index dropped 0.5% after Warsh’s comments.

The bond market to Kevin Warsh: What are you doing about inflation?

Arm Shares Slide 7% Despite Profit and Revenue Beat as Stock-Based Compensation Soars

Arm stock drops post-earnings despite profit beat as stock-based compensation weighs

July 29, 2026, 7:39 PM EDT. Arm posted Q1 revenue of $1.289 billion, up 22% and ahead of forecasts, with adjusted operating income rising 29% to $531 million. Still, shares dropped 7% after the report to $209. GAAP operating margin slipped to 7.1% as stock-based compensation jumped 47% to $433 million, making up 33.6% of revenue. The outlook for Q2 also topped projections, with revenue expected to reach $1.38 billion.

Arm stock drops post-earnings despite profit beat as stock-based compensation weighs

USO Oil Fund Rallies 58%, Tops Crude Futures as Iran Conflict Drives Volatility

July 29, 2026, 7:38 PM EDT. The United States Oil Fund (USO) has climbed 58% since the onset of the Iran war, outpacing gains in WTI crude futures by over two times, positioning USO as a compelling option in a turbulent market.

Why the USO oil ETF is a better buy than crude futures as the Iran war rages

Sugar Prices Mixed as Indian Monsoon Rebounds and Global Supply Remains Tight

July 29, 2026, 7:36 PM EDT.Sugar prices fluctuated on Wednesday with NY sugar down 0.34% to hit a 1.5-week low, weighed by improved monsoon rainfall in India. India’s rains were only 15% below average as of July 29, up from 42% below normal on June 30. Global deficit expectations increased, with Green Pool projecting a -3.3 MMT shortfall for 2026/27. Stronger crude oil prices boost ethanol output, affecting sugar availability, while El Niño-related worries continue to support the market.

Improving Indian Monsoon Rains Weigh on Sugar Prices

Starbucks Up 6% as Q3 Earnings Surpass Forecasts, Driven by Strong Sales and Careful Cost Controls

Starbucks (NASDAQ:SBUX) shares gain 6% after Q3 tops estimates on higher traffic; core margin remains tight

July 29, 2026, 7:35 PM EDT. Shares of Starbucks climbed 6% after the company delivered Q3 earnings that exceeded analyst forecasts, with global same-store sales rising 7.9%, above the expected 5.7%. Adjusted earnings per share came in at $0.85, outperforming the anticipated $0.66, while revenue totaled $9.3 billion. The North America operating margin edged higher to 13.6%. The company raised its fiscal 2026 adjusted EPS outlook to $2.55-$2.65, citing continued robust demand amid persistent pressure on margins.

Starbucks (NASDAQ:SBUX) shares gain 6% after Q3 tops estimates on higher traffic; core margin remains tight

Nairobi Stock Exchange Index Climbs as Energy, Banking Shares Advance

July 29, 2026, 7:34 PM EDT. The Nairobi Stock Exchange (NSE) index moved higher by 2 basis points, driven by notable gains in Car and General (9.61%), Sameer (5.2%), and Portland (4.1%). The energy sector advanced +0.3%, while banking stocks improved +0.2%. Overall trade value climbed 17% to KES 929.34 million, led by Safaricom’s turnover of KES 469.61 million. Foreign involvement increased to 51.1%, although there was a net outflow of KES 68.50 million.

Nairobi Stock Exchange Index Rises On Energy, Banking Stocks Rally

Chipotle Shares Gain 5.9% Following Q2 Beat and Higher 2026 Sales Outlook

Chipotle Shares Gain After Q2 Results Surpass Expectations; Stock Buybacks Soften Profit Decline

July 29, 2026, 7:31 PM EDT. Chipotle shares climbed 5.9% after second-quarter results topped forecasts, posting a 2.2% increase in comparable sales, above the 1.32% anticipated. Revenue reached $3.349 billion, exceeding the expected $3.33 billion. Adjusted earnings per share stood at $0.33, one cent better than consensus, supported by a 5.3% reduction in diluted shares, despite a 7% fall in net income. The company lifted its 2026 sales outlook, supported by 100 new restaurant openings and robust digital sales.

Chipotle Shares Gain After Q2 Results Surpass Expectations; Stock Buybacks Soften Profit Decline

Meta Falls Over 8% as AI Spending Soars to $130-$145B, Q2 Results Send Mixed Signals

July 29, 2026, 6:56 PM EDT. Shares in Meta dropped over 8% after the company unveiled plans to commit $130-$145 billion to AI initiatives this year. Meta’s Q2 revenue reached $60.8 billion, a 28% year-on-year increase, ahead of analyst expectations, but the firm missed earnings-per-share estimates and issued cautious Q3 revenue guidance. With expanded AI investment in new data centers and strategy, investors weighed whether the heavy spending would deliver sufficient returns. CEO Mark Zuckerberg expressed continued optimism.

Meta Stock Tanks In Jittery Market On Massive AI Investment, Mixed Q2

Chipotle Tops Q2 CY2026 EPS View, Delivers 9.3% Revenue Rise

July 29, 2026, 6:55 PM EDT. Chipotle posted Q2 CY2026 revenue of $3.35 billion, rising 9.3% year-on-year and in line with forecasts. Adjusted EPS reached $0.33, surpassing estimates by 4%. The operating margin dropped to 15.7% from 18.2% a year ago, while free cash flow margin was steady at 13.8%. Same-store sales increased 2.2%, recovering after a 4% fall in the prior year. The company’s market cap is $42.98 billion, supported by continued expansion through new locations.

Chipotle (NYSE:CMG) Reports Q2 CY2026 In Line With Expectations, Stock Soars

Ruger Beats Q2 CY2026 Forecasts as Revenue Climbs 19.3%

July 29, 2026, 6:54 PM EDT. Ruger posted robust Q2 CY2026 results, with revenue advancing 19.3% year-on-year to $158.1 million, topping expectations by 23%. Adjusted EPS reached $0.52 per share, 23.8% higher than analyst consensus. Operating margin turned positive at 4.8%, a reversal from -15.6% in the prior year, and free cash flow margin increased to 10.9%. The company holds a market cap of $611.3 million.

Ruger (NYSE:RGR) Delivers Strong Q2 CY2026 Numbers

Ford Lifts 2026 Outlook After Earnings Beat; Shares Rise

July 29, 2026, 6:52 PM EDT. Ford Motor shares climbed 2.14% to $15.28 after topping earnings estimates and boosting its 2026 outlook. Trading volumes were 44% higher than average at 92.2 million. The automaker raised its adjusted earnings forecast by $500 million to $10.5 billion and now expects to generate $1 billion more in free cash flow. Ford continues to prioritize improvements in margins and quality, targeting $1 billion in material and warranty cost cuts this year.

Stock Market Today, July 29: Ford Beats Earnings, Raises 2026 Guidance on Production Strength

Morning Briefing: Key insights ahead of ASX open

July 29, 2026, 6:51 PM EDT. The ASX is set to start trading shortly. Catch up on crucial information to prepare before the market opens.

Rise and Shine: Everything you need to know before the ASX opens

Nasdaq-100 Falls Into Correction After 2.1% Decline

July 29, 2026, 6:50 PM EDT. The Nasdaq-100 Index slid 2.1%, moving into a correction as it has now dropped 11% from its June 2 record close. This represents the benchmark’s first correction since March 27, when the index rebounded after bottoming out three days later.

Nasdaq-100 Enters Correction Territory

Coursera Q2 CY2026 Revenue Climbs 59.6%, Tops Estimates; Guidance Raised After Udemy Deal

July 29, 2026, 6:49 PM EDT. Coursera’s Q2 CY2026 revenue reached $298.6 million, marking a 59.6% increase year-on-year and surpassing analyst forecasts by 1.7%. Adjusted EPS came in at $0.17, exceeding estimates by 54.5%. The company raised its full-year revenue projection to $1.23 billion, representing a 52.2% rise. Q3 EBITDA guidance stands at $54 million. While operating margin slid to -28.4% and free cash flow was -$32.6 million, Coursera finalised the Udemy acquisition and anticipates $85 million in annual synergies by the end of 2026.

Coursera’s (NYSE:COUR) Q2 CY2026: Beats On Revenue

Microsoft Jumps 3% as Azure Tops Forecasts, Investors Watch Cash Flow

Microsoft shares rise as Azure growth beats forecasts despite cash-flow squeeze

July 29, 2026, 6:48 PM EDT. Shares of Microsoft advanced 3% after Azure posted 43% revenue growth, beating the 39.98% consensus. Overall revenue reached $90 billion, 2.6% ahead of expectations, while diluted EPS stood at $4.74. Capital expenditures were $41 billion-lower than forecasts, but up 70% from a year earlier. Operating cash flow climbed 30% to $55.4 billion as free cash flow declined 23% to $19.6 billion. Microsoft’s commercial cloud backlog climbed 8.1% to $678 billion, and Microsoft 365 Copilot licenses topped 30 million.

Microsoft shares rise as Azure growth beats forecasts despite cash-flow squeeze

Cactus (NYSE:WHD) Q2 CY2026 Revenue Up 64.3%, Surpasses Estimates

July 29, 2026, 6:47 PM EDT.Cactus (NYSE:WHD) delivered robust Q2 CY2026 results, surpassing revenue forecasts with $449.5 million, marking a 64.3% increase from a year earlier. Adjusted EPS stood at $0.93, topping estimates by 42.1%. Adjusted EBITDA came in at $132.8 million with a 29.5% margin, outperforming projections by 29.2%. The operating margin reached 18.6%, a slight decline compared to the prior year. The company continues to demonstrate solid long-term revenue growth and sector-leading profitability.

Cactus (NYSE:WHD) Delivers Strong Q2 CY2026 Numbers

Employers Holdings (EIG) Tops Q2 CY2026 Revenue Forecasts Despite Falling Sales

July 29, 2026, 6:46 PM EDT. Employers Holdings (NYSE:EIG) posted Q2 CY2026 revenue of $220.2 million, down 10.6% year-on-year but surpassing analyst forecasts of $203.2 million by 8.4%. Adjusted EPS reached $0.70, beating consensus by 25.7%. Net premiums earned dropped 12.2% to $174.1 million. The combined ratio came in at 77.8%, well ahead of the expected 108%. CEO Katherine Antonello pointed to solid earnings growth, steady net income, and ongoing strategic share buybacks.

Employers Holdings (NYSE:EIG) Surprises With Q2 CY2026 Sales

Robinhood Q2 2026 Revenue Jumps 32%, Event Contracts Top Crypto

Robinhood second-quarter results: Growth in prediction markets scrutinized amid profitability challenge

July 29, 2026, 6:45 PM EDT. Robinhood shares dipped 3.3% after the bell, even as revenue climbed 32% to $1.308 billion and adjusted EPS of $0.62 topped forecasts. Event-contract revenue totaled $156 million, overtaking cryptocurrency’s $100 million contribution. Options trading accounted for 44.1% of transaction revenue, event contracts made up 20.1%, while crypto revenue fell 38% from a year ago. Adjusted EBITDA improved 35% to $741 million, with the margin rising to 57%.

Robinhood (NASDAQ:HOOD) Slides as Prediction Markets Surpass Crypto

Meta Falls After Q2 Earnings Miss, Zuckerberg Highlights AI Prospects

July 29, 2026, 6:44 PM EDT. Meta reported lower-than-expected Q2 earnings at $6.18 EPS, missing the anticipated $7.14, while revenue outperformed at $60.8bn. Shares fell by nearly 8% following results. CEO Mark Zuckerberg pointed to the significant impact of AI and described a future with universal access to highly intelligent systems. Investor concerns persist as expenses increase to $165-$169bn, including $2.4bn in legal costs, and higher 2026 capex forecasts.

Meta misses earnings forecasts after Zuckerberg media push to promote AI

Qualcomm Shares Slip 4.4% as Handset Sales Decline, Automotive and IoT Gains Provide Offset

Qualcomm (NASDAQ:QCOM) Shares Fall as Handset Weakness Challenges Expansion Strategy

July 29, 2026, 6:43 PM EDT. Qualcomm shares dropped 4.4% to $155.68 after a 20% decrease in handset revenue, which accounts for 59.8% of QCT earnings. Strong growth in Automotive (+61%) and IoT (+9%) segments offset 61% of handset-related losses. The company announced a major deal with BMW for compute silicon in vehicle platforms and completed its $3.92 billion Modular acquisition aimed at strengthening AI software capabilities.

Qualcomm (NASDAQ:QCOM) Shares Fall as Handset Weakness Challenges Expansion Strategy

Dollar Slips After FOMC Leaves Rates Unchanged; Oil Jumps on Middle East Unrest

July 29, 2026, 6:42 PM EDT. The dollar index (DXY00) touched a 1-week low, falling -0.48% as the FOMC voted 9-3 to hold its policy rate at 3.50%-3.75%. Oil prices surged by more than +6%, driven by heightened tensions in the Middle East, raising concerns about inflation. EUR/USD advanced +0.60%, with the euro strengthening on dollar weakness, even as elevated oil prices threatened to push up energy costs in the Eurozone.

Dollar Falls as FOMC Keeps Interest Rates Unchanged

U.S. Markets Drop as Fed Maintains Rates, Oil Rally Pressures AI Shares

Wall Street Slips as Fed, Oil Impact Raises Challenges for AI Investments

July 29, 2026, 6:41 PM EDT. On July 29, 2026, major U.S. equity indices fell, with the S&P 500 losing 1.52%, the Dow slipping 2.19%, and the Nasdaq retreating 1.74%, following the Federal Reserve’s decision to keep rates at 3.50%-3.75% and Brent crude’s 7.91% climb to $90.74. AI-related stocks struggled, impacted by tighter margins from higher oil prices and reduced valuations driven by increased rates. Over the last five sessions, the Nasdaq dropped 4.86%.

Wall Street Slips as Fed, Oil Impact Raises Challenges for AI Investments

Houlihan Lokey Misses Q2 2026 Expectations, Shares Fall

July 29, 2026, 6:40 PM EDT.Houlihan Lokey (NYSE:HLI) posted Q2 CY2026 revenue of $511 million, falling short of analyst projections of $610.3 million by 16.3% and decreasing 15.6% compared to the previous year. Adjusted earnings per share reached $1.35, 17.7% below the consensus forecast of $1.64. Pre-tax profit came in at $86 million with a margin of 16.8%. CEO Scott Adelson said the period was affected by temporary obstacles stemming from instability in the Middle East and disruptions in the tech sector. The company’s market capitalisation stands at $10.05 billion.

Houlihan Lokey (NYSE:HLI) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops

Houlihan Lokey Q2 CY2026 Revenue Lags Forecasts, Shares Weaken

July 29, 2026, 6:39 PM EDT. Houlihan Lokey (NYSE:HLI) posted Q2 CY2026 revenue of $511 million, falling short of the $610.3 million analysts expected, down 16.3%, marking a 15.6% decrease year-over-year. Adjusted earnings per share came in at $1.35, trailing the $1.64 analyst projection by 17.7%. CEO Scott Adelson pointed to challenges in Corporate Finance stemming from Middle East instability and technology market disruptions. The investment bank’s market capitalisation sits at $10.05 billion, with a 12% revenue increase over the past two years.

Houlihan Lokey (NYSE:HLI) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops

Increase in Medicare Part D premiums could drive Medicare Advantage sign-ups

July 29, 2026, 6:38 PM EDT. The Trump administration’s termination of a program that had curbed costs for Medicare prescription drug plans has led to higher Medicare Part D premiums, which may prompt more people to choose Medicare Advantage plans amid concerns over escalating out-of-pocket expenses.

Rising Medicare Part D premiums could drive more people into Medicare Advantage plans

30-Year Treasury Yield Climbs to 2007 Peak During Warsh's Inflation Remarks

July 29, 2026, 6:37 PM EDT. The 30-year Treasury bond yield jumped to its highest point since 2007 as Warsh spoke at his press conference, highlighting market skepticism over his approach to curbing inflation.

Bond market is calling Warsh’s bluff on inflation fight as yields surge

Dow Fell Over 1,000 Points Nine Times in Five Years; History Shows Short-Term Loss, Longer-Term Recovery

July 29, 2026, 6:36 PM EDT. The Dow Jones Industrial Average has recorded nine drops exceeding 1,000 points in the last five years, with the most recent slide triggered after the Fed held rates steady as oil prices climbed. Data shows the index typically falls in the week immediately following these steep drops but often recovers strongly over one and three months, posting gains around 2% and 9.1% respectively. Major previous declines were tied to news on tariffs, inflation, and Federal Reserve actions.

Here are the last times the Dow dropped by 1,000 points and what happened next

Meta Platforms Sinks 5% as Q2 Free Cash Flow Slumps 91% on Heavy AI Spending

Meta Platforms (NASDAQ:META) declines as Q2 free cash flow drops 91% on AI investments

July 29, 2026, 6:35 PM EDT. Shares of Meta Platforms fell 5% after the company posted a 91% decrease in Q2 free cash flow, down to $0.78 billion, even as revenue reached a record $60.80 billion, an increase of 28%. Capital expenditures surged 83% to $31.08 billion, absorbing 97.5% of operating cash flow. Advertising revenue climbed 27% to $59.36 billion, though net income slipped 14% to $15.85 billion. Meta cut the midpoint of its 2026 capital expenditure guidance to $137.5 billion as AI investments accelerate.

Meta Platforms (NASDAQ:META) declines as Q2 free cash flow drops 91% on AI investments

Attovia Therapeutics, Supported by Goldman, Seeks $212.5 Million in US IPO Filing

July 29, 2026, 6:34 PM EDT. Attovia Therapeutics Inc., a biotech company with backing from Goldman, is pursuing up to $212.5 million through a US IPO. The firm is dedicated to creating treatments for immune-mediated diseases where unmet needs remain significant.

Goldman-Backed Biotech Attovia Seeks $212.5 Million in US IPO

Markets Swing Wildly on Fed Day, Wall Street Cushion Vanishes as Yields Jump

July 29, 2026, 6:33 PM EDT. Key stock indexes saw their steepest losses on a Fed Day since December 2024, amid pronounced volatility. At the same time, the 30-year bond yield spiked, underscoring market turbulence and the absence of Wall Street’s typical crash cushion.

Stocks and bonds see wild ‘Fed Day’ swings as Wall Street’s ‘crash cushion’ evaporates

Coffee Falls on Weak Real, Long Liquidation Accelerates

July 29, 2026, 6:30 PM EDT. September arabica coffee (KCU26) declined 4.01% and ICE robusta (RMU26) eased 2.68% as the Brazilian real (^USDBRL) reached a 2.5-week low against the U.S. dollar, prompting a wave of long liquidation as exporters sold into the weakness. While recent heavy rains are slowing Brazil’s coffee harvest, the USDA projects record global coffee output for 2026-27 at 189.7 million bags, with arabica production rising 12% from a year earlier. Robusta inventories rose to a 4.25-month high, while arabica stocks fell to their lowest in 2.5 years.

Coffee Prices Retreat as Brazilian Real Weakness Spurs Long Liquidation

Arm Holdings Shares Slip After Unimpressive Sales Outlook

July 29, 2026, 6:12 PM EDT. Arm Holdings Plc’s sales outlook left investors unimpressed, as concerns over chip-industry prospects outweighed the company’s better-than-expected results.

Arm Outlook Leaves Investors Unmoved Despite Topping Estimates

Meta Shares Fall as Q2 Forecast Misses on Higher AI Spending

July 29, 2026, 6:11 PM EDT. Shares of Meta Platforms slid after the company released its Q2 earnings and sales forecast, coming in below Wall Street expectations. The slower outlook was attributed to rising costs for artificial intelligence projects, dampening investor confidence.

Meta Stock Slides After Sales Outlook Disappoints Amid Rising AI Costs

Materion Corp (MTRN) Stock Falls Sharply, Slides Into Oversold Zone

July 29, 2026, 6:10 PM EDT. Materion Corp (MTRN) stock dropped to $188.83, moving into oversold territory with a Relative Strength Index of 27.4, falling below the 30 mark. This is in contrast to the average RSI for the metals sector, which stands at 43.5, and Spot Gold/Silver at 9.1 and 13.2 respectively. MTRN has declined 9.4% today, now nearer its 52-week low of $94.10 than its high of $298.87.

MTRN Stock Crowded With Sellers

MasTec Inc. (MTZ) Falls Under 200-Day Moving Average

July 29, 2026, 6:09 PM EDT. MasTec Inc. (MTZ) shares slipped below the 200-day moving average of $123.67 on Tuesday, reaching a low of $119.92, a decline of approximately 4.9%. With a 52-week range between $82.29 and $166.945, the stock last traded at $121.52, marking a significant move below this major technical threshold.

MasTec Breaks Below 200-Day Moving Average

NiSource Inc. (NI) Slips Under 200-Day Moving Average Mark

July 29, 2026, 6:08 PM EDT. NiSource Inc. (NI) shares dropped under the 200-day moving average of $27.15 on Monday, touching a session low of $27.05. NI declined about 1.4% on the day. The 52-week price band for the stock ranges from $23.78 to $31.87, with the latest trade recorded at $27.11, reflecting a significant change in year-over-year performance.

NI Crosses Below Key Moving Average Level

Dow Sinks 1,153 Points; Oil Soars as Fed Holds Rates and U.S.-Iran Tensions Escalate

July 29, 2026, 6:07 PM EDT. The Dow Jones slid 2.2%, shedding 1,153 points to close at 51,594, while the S&P 500 dropped 1.5% to 7,316 and the Nasdaq retreated 1.7% to 24,442. Oil prices surged 7.2% to $84.94 a barrel as the U.S.-Iran crisis disrupted the Strait of Hormuz. The Federal Reserve kept its key rate unchanged at 3.50%-3.75%, with three FOMC members dissenting. The Cboe Volatility Index climbed to 20.05, signaling greater market unease.

Dow Drops 1,153 Points as Oil Pops on Fed Day: Stock Market Today

Gundlach: Bond Market Pressures Fed on Inflation Response

July 29, 2026, 6:06 PM EDT.Jeffrey Gundlach, CEO of DoubleLine Capital, says signals from the bond market require the Federal Reserve to increase rates to achieve its 2% inflation target. The central bank left rates at 3.5%-3.75%, with Treasury yields moving in different directions-the 10-year climbing to 4.681%, the 30-year reaching 5.213% (the highest since 2007), and the 2-year slipping to 4.244%. Fed Chair Kevin Warsh says the Fed stands ready to take action if necessary.

Jeffrey Gundlach says the bond market is telling Warsh the Fed has to start acting on inflation

Franklin FTSE Saudi Arabia ETF (FLSA) Slides Into Oversold Zone, RSI Registers 28.1

July 29, 2026, 6:05 PM EDT. The Franklin FTSE Saudi Arabia ETF (FLSA) dropped to $31.43 in trading, moving into oversold territory as its Relative Strength Index (RSI) stood at 28.1, slipping below the oversold mark of 30. FLSA has traded between $30.88 and $35.38 over the past 52 weeks, with its latest trade showing a 1.3% decline on the session. By comparison, the S&P 500 records an RSI of 45.0.

Franklin FTSE Saudi Arabia Getting Very Oversold

SPDR S&P Kensho Clean Power ETF (CNRG) Slips Into Oversold Status as RSI Drops to 29.4

July 29, 2026, 6:04 PM EDT. SPDR S&P Kensho Clean Power ETF (CNRG) moved into oversold conditions on Wednesday with its Relative Strength Index (RSI) sliding to 29.4, falling beneath the key 30 level. The ETF’s shares touched a session low of $86.495, declining 1.9% on the day, and traded within a 52-week range of $65.10 to $125.76, with the dip highlighting potential entry signals for momentum-focused investors.

SPDR S&P Kensho Clean Power (CNRG) Enters Oversold Territory

MediaAlpha (NYSE:MAX) Exceeds Q2 CY2026 Revenue and EPS Estimates, Lifts Q3 Outlook

July 29, 2026, 6:03 PM EDT. MediaAlpha (NYSE:MAX) posted Q2 CY2026 revenue of $316.9 million, topping consensus by 4.2% and marking 25.9% growth from a year earlier. GAAP EPS came in at $0.65, well ahead of projections. For Q3 CY2026, the firm expects revenue of $342.5 million, which is 1.7% higher than analysts predicted, and EBITDA guidance of $33.5 million, also above expectations. Operating margin rose to 6.3%, up from -8% in the prior year period. The company’s market capitalization is $745.5 million.

MediaAlpha (NYSE:MAX) Reports Upbeat Q2 CY2026, Guides for Strong Sales Next Quarter

Avantis Emerging Markets Small Cap Equity ETF (AVEE) Falls Into Oversold Range as RSI Hits 28.7

July 29, 2026, 6:02 PM EDT. Avantis Emerging Markets Small Cap Equity ETF (AVEE) declined to $62.29, moving into oversold territory as its RSI slipped to 28.7, dropping below the 30 mark that indicates oversold conditions. The S&P 500, by comparison, has an RSI reading of 45.00. AVEE trades between a 52-week low of $59.88 and a high of $72.93, with its most recent trade at $62.48, marking a 1.5% loss for the session.

Avantis Emerging Markets Small Cap Equity Getting Very Oversold

ProShares S&P Kensho Cleantech ETF (CTEX) Falls Into Oversold Zone, RSI Hits 28.7

July 29, 2026, 6:01 PM EDT. The ProShares S&P Kensho Cleantech ETF (CTEX) dropped to $31.342, moving into oversold territory as its RSI hit 28.7, falling under the 30 mark. The S&P 500’s RSI is now at 45.0. CTEX traded between $23.6559 and $51.50 over the past 52 weeks, with its latest price at $31.72, reflecting a decline of roughly 2.2% on the session.

CTEX Crosses Critical Technical Indicator

CBLS ETF Slips Into Oversold Zone as RSI Drops to 27.7

July 29, 2026, 6:00 PM EDT. The Clough Hedged Equity ETF (CBLS) slid to $29.82, moving into oversold territory after its RSI fell to 27.7, dipping under the common threshold of 30. The S&P 500’s RSI, by comparison, stood at 45.0. CBLS has traded between $27.02 and $34.52 over the past 52 weeks, with the latest price at $29.85, a 1.6% decrease for the session.

CBLS Crowded With Sellers

Humana Stock Falls as Medicare Advantage Cuts Weigh on Q2 Profit Beat

Humana’s Medicare Advantage overhaul involving 600,000 members eclipses Q2 earnings beat

July 29, 2026, 5:59 PM EDT. Humana shares slid 6.8% after topping second-quarter adjusted earnings forecasts with $7.61 per share compared to the $7.22 consensus. The insurer revealed a major Medicare Advantage reduction that will affect 600,000 members, or 9.3% of its base, taking effect in 2027. Humana aims to win back 40% of those members but is focusing on restoring margins, with a goal of reaching a 3% pretax Medicare Advantage margin by 2028. The company kept its full-year adjusted EPS outlook of at least $9.00 unchanged.

Humana’s Medicare Advantage overhaul involving 600,000 members eclipses Q2 earnings beat

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company working with customers worldwide. His experience spans satellite communications, telecommunications and technology ventures. He graduated from the Warsaw School of Economics (SGH) and writes about space technology, artificial intelligence, stocks and the technology companies and industries he follows. Follow Marcin Frąckiewicz on Google News, Facebook or LinkedIn.

Enphase Shares Gain Following Earnings as Revenue Outlook Points to Limited Recovery
Previous Story

Enphase Shares Gain Following Earnings as Revenue Outlook Points to Limited Recovery

SK hynix faces record earnings hurdle after ₩190 trillion value loss
Next Story

SK Hynix (KRX:000660) Quarterly Results Disappoint, Sparking KOSPI Drop as Traders Deleverage