LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
OpenAI and Anthropic, two prominent artificial-intelligence startups, are competing intensely while also facing a new wave of competition from lower-cost open-source AI products and working to sustain growth. OpenAI has received some encouraging news. At an in…
Tickers appearing most often in the latest published notes.
OpenAI and Anthropic, two prominent artificial-intelligence startups, are competing intensely while also facing a new wave of competition from lower-cost open-source AI products and working to sustain growth. OpenAI has received some encouraging news. At an in…
As major U.S. AI companies release their midyear earnings reports, Meta, Alphabet and Amazon have again raised their 2026 capital-expenditure guidance. The full-year capital-spending ceiling for the four U.S. giants could approach $750 billion, far exceeding t…
The Federal Reserve’s credibility has taken a hit after it held interest rates steady at its July policy meeting and Chairman Warsh offered what investors viewed as an evasive explanation. Investors reacted strongly. Warsh played down the likelihood of a rate…
Shares of biotechnology company Replimune Group (REPL) soared 127% in after-hours trading Thursday after an independent advisory committee to the U.S. Food and Drug Administration voted 10-3 that key clinical-trial data for the company’s experimental therapy R…
China’s Ministry of National Defense held a routine press conference on the afternoon of July 30, where ministry spokesperson Senior Colonel Jiang Bin answered questions from reporters. A reporter asked about repeated comments by Japan’s defense minister that…
Elon Musk, the world’s richest man, has made another sweeping prediction about the future of human society. In an interview this month, Musk said artificial intelligence would surpass the combined intelligence of all humanity within five years. By 2036, he sai…
Winners are emerging in the AI sector during the U.S. stock market earnings season. The market value of three cloud-computing giants surged by 10 trillion this week.
The U.S. Commerce Department said this week that it will provide more than $870 million in federal incentives to the semiconductor manufacturing sector in exchange for minority stakes in seven companies. On Wednesday, the National Institute of Standards and Te…
Xiaomi has launched its new EV brand, SkyNomad, marking its first entry into the range-extended electric-vehicle market. The brand introduced the N90 Max, a seven-seat SUV, and the N70 Max, a five-seat SUV, at what the source describes as attractive prices. Th…
Prada Group’s H1 26 results exceeded consensus expectations, with Q2 sales and H1 EBIT both ahead of consensus. Retail sales at the Prada brand recovered, while Miu Miu remained resilient. Profit margins were diluted by the acquisition of Versace, although org…
Equinix raised its 2026 and long-term revenue and adjusted funds from operations (AFFO) growth guidance, citing strong momentum and enterprise capacity demand. It also increased its annual capital expenditures guidance for 2027 through 2029 to USD 5 billion to…
Latest close on July 31, 2026: $823.03 (-5.9% on the latest daily bar). HMA21 / HMA55: $845.81 / $901.82. 200DMA: $518.10. Relative volume: 1.16x the 20-day average. Latest comparable filing period: 2026 Q3 ending 2026-05-28; filed 2026-06-25. Comparable growt…
Hedge funds are increasing their short positions in U.S. critical-minerals companies, arguing that support from the Trump administration remains insufficient to drive rapid global growth in the industry. Stock-lending data from S&P Global Market Intelligence s…
Goldman Sachs said China’s post-pandemic fiscal policy has shifted from precautionary stimulus to reactive “stop-go” easing, constrained by high debt, low returns on capital and external uncertainty. Budget revenue exceeded expectations in H1 2026, but spendin…
The six major technology companies that have reported earnings so far this week have experienced nearly $2 trillion in combined market-value swings. Amazon, Microsoft and Alphabet, the three major public cloud providers, saw their market values surge by $1.5 t…
DoubleLine Capital CEO Jeffrey Gundlach, widely known in the industry as the “new bond king,” said Wednesday, July 29, that signals from the U.S. Treasury market showed Federal Reserve policymakers would need to take more substantive action than merely making…
China’s industrial demand growth remained significantly faster than supply growth in June, while overcapacity improved for the ninth consecutive month. Manufacturing profits rose a strong 20.1% year over year, while growth in medium- and long-term industrial l…