0728 | Podcast
Show notes
Tech stocks took a beating as the Nasdaq 100 neared correction territory, driven by a deepening semiconductor selloff sparked by Alphabet's earnings. Amazon, Meta, and Microsoft face skeptical investors this week. New Fed chair Kevin Warsh is expected to hold rates steady with the Iran war adding tension. Boeing posted a wider-than-expected loss on Air Force One charges, while UPS beat and raised guidance and Coca-Cola hiked its forecast. SpaceX's valuation crater continued — now down the equiva
Timeline
- 00:00:00 Opening
- 00:00:31 Nasdaq 100 flirts with correction as the AI-chip rout deepens
- 00:01:34 Big Tech earnings week faces investor skepticism after Google's sell-off
- 00:02:47 Fed holds rates steady under new chair Warsh amid Iran-war tension
- 00:03:31 Earnings movers: Boeing misses, UPS beats, Coca-Cola hikes forecast
- 00:04:21 Elon Musk wealth crater deepens: SpaceX sheds $1.2 trillion in market cap
- 00:05:10 S&P Global miss and Visa's 7% workforce cut
Related links
- Nasdaq 100 Nears a Correction as Semiconductor Selloff Extends - Bloomberg Markets
- AMD, Micron and Nvidia extend losses as chip stocks get clobbered - US Top News and Analysis
- Micron, SK Hynix stocks sink as AI chip sell-off deepens - Yahoo Finance
- Micron Stock Dives As Semiconductor Sell-Off Gains Steam - Yahoo Finance
- Jim Cramer's top 10 things to watch in the stock market Tuesday - US Top News and Analysis
- US Insurers Rally as Stocks Shift from AI Loser to Safe Haven - Bloomberg Markets
- Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off - US Top News and Analysis
- Meta likely to highlight smart glasses, avoid social media policy on upcoming earnings call, Kalshi traders say - US Top News and Analysis
- Chip stock rout sends investors rushing back to bruised Alphabet stock - Yahoo Finance
- Microsoft touts cost-saving AI model for cybersecurity - US Top News and Analysis
- Fed meeting live: Federal Reserve expected to hold rates steady, but Iran war adds tension - Yahoo Finance
- Analysis: Kevin Warsh has three reasons to hold off on a Fed rate hike this week - US Top News and Analysis
- Bitcoin and ethereum prices today, Tuesday, July 28, 2026: Crypto prices slide ahead of Fed meeting - Yahoo Finance
- Dollar holds near recent high as markets await Fed decision - Yahoo Finance
- Boeing posts wider loss than expected as Air Force One costs weigh on results - US Top News and Analysis
- UPS expects third-quarter domestic revenue to be flat but CEO tells CNBC the company is through its 'bumps' - US Top News and Analysis
- UPS Stock Drops on Strong Earnings. The Worst Should Be Over. - Yahoo Finance
- Coca-Cola hikes full-year forecast. CEO tells CNBC the World Cup boosted its brands - US Top News and Analysis
- SpaceX has now lost the equivalent of a full Tesla in market capitalization - US Top News and Analysis
- Elon Musk stocks take $1.5 trillion hit with fresh test in SpaceX lockup ahead - US Top News and Analysis
- Musk’s Wealth Has Taken a Huge SpaceX Hit. He’s Still Worth 45 Times China’s CXMT Billionaire. - Yahoo Finance
- Koch Said to Weigh $15 Billion Sale of Data-Center Player Edged - Bloomberg Markets
- S&P Global’s Shares Drop as Company Misses Profit Estimates - Bloomberg Markets
- Visa is cutting 7% of employees in efficiency push as AI reshapes work - US Top News and Analysis
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