🤖 U.S. Awards GlobalFoundries $300 Million to Develop Faster AI Chip Links
The U.S. government will award GlobalFoundries $300 million to support research and development in silicon photonics for faster AI chip connections. The funding is part of the CHIPS Act and Washington’s effort to strengthen the country’s position in the global semiconductor race with China. The investment is expected to accelerate research into technologies that could make AI data centers more efficient. Silicon photonics enables faster data transfer between chips while using less energy, which can improve the performance of AI infrastructure.
⚠️ This is not investment advice; it should be viewed as news and risk analysis.
The U.S. government will award GlobalFoundries $300 million to support research and development in silicon photonics for faster AI chip connections. The funding is part of the CHIPS Act and Washington’s effort to strengthen the country’s position in the global semiconductor race with China. The investment is expected to accelerate research into technologies that could make AI data centers more efficient. Silicon photonics enables faster data transfer between chips while using less energy, which can improve the performance of AI infrastructure.
⚠️ This is not investment advice; it should be viewed as news and risk analysis.
📡 Technology Hit by a Selling Wave: Panic Rises Amid Fed Uncertainty and Geopolitical Risks
🕒 Near the Close | 15:52 New York (ET)
😨 CNN Fear & Greed: 36.06/100 — Fear
📊 Major indexes and risk indicators:
• S&P 500: 7,333.22 | -2.21% — falling
• Nasdaq Composite: 24,525.90 | -4.53% — falling
• Dow Jones: 51,596.91 | -1.19% — falling
• Russell 2000: 2,919.14 | -1.38% — falling
• VIX fear index: 19.37 | +3.58% — fear rising
• U.S. 10-year Treasury yield: 4.62 | -1.72% — falling
• Dollar Index: 100.90 | -0.57% — falling
• WTI crude: 84.91 | -4.93% — falling
🟢 Strong sectors: Healthcare +4.12%, Consumer Defensive +3.51%
🔴 Weak sectors: Utilities -2.32%, Technology -7.02%
🚀 Leading large-cap stocks: AAPL +4.11%, MSFT +0.35%, GOOGL -1.79%
📉 Lagging large-cap stocks: AMZN -7.08%, NVDA -9.65%, TSLA -20.35%
🧠 Market direction:
U.S. markets faced sharp selling near the close: the S&P 500 (-2.2%), Nasdaq (-4.53%) and Dow Jones (-1.19%) all declined significantly. The Nasdaq’s steep 4.5% loss was driven mainly by sharp drops in major technology stocks. The Fed left its policy rate unchanged, but three members voted for an increase, adding uncertainty around the latest decision. Market participants concerned about a possible increase by the end of July are moving away from risk. Geopolitical headlines, including U.S.–Iran tensions, and WTI crude’s 4.9% decline have intensified the pressure. The 10-year Treasury yield is down 1.7%, while the Dollar Index is also weakening.
🔄 Sector rotation: Technology (-7%) and heavyweight stocks are leading the sell-off. Consumer Cyclical (-2.0%) and Industrials (-1.3%) are also lower. Financials (+1.08%), Healthcare (+4.1%), Consumer Defensive (+3.5%), Basic Materials (+1.7%) and Real Estate (+2.0%) are positive. Risk-averse capital is rotating toward defensive areas.
🏢 Stock moves: Major technology shares are falling sharply: Nvidia -9.7%, Amazon -7.1%, Meta -6.9%, Alphabet -1.8%, Broadcom -5.7% and Tesla -20.3%. Microsoft (+0.3%) and Apple (+4.1%) are the exceptions, with Apple reaching a historically high level. Possible drivers of the technology sell-off include uncertainty around the Fed’s future rate decisions and financial pressure from AI capital expenditure.
🌡️ VIX and Fear & Greed: The VIX fear index has risen 3.6% to 19.37, indicating higher expected volatility. The CNN Fear & Greed Index is at 36 (“fear”) and has declined noticeably over the past week. Breadth indicators show “extreme fear.” Overall, liquidity preference and risk aversion are strengthening.
🎯 What to watch over the next three hours: Markets will closely follow Microsoft and Meta’s announcements about AI investment plans. Geopolitical tensions and the Fed’s policy path may keep short-term volatility elevated.
⚠️ Market moves are accompanied by sharp volatility, so additional caution is warranted. This is not investment advice.
🕒 Near the Close | 15:52 New York (ET)
😨 CNN Fear & Greed: 36.06/100 — Fear
📊 Major indexes and risk indicators:
• S&P 500: 7,333.22 | -2.21% — falling
• Nasdaq Composite: 24,525.90 | -4.53% — falling
• Dow Jones: 51,596.91 | -1.19% — falling
• Russell 2000: 2,919.14 | -1.38% — falling
• VIX fear index: 19.37 | +3.58% — fear rising
• U.S. 10-year Treasury yield: 4.62 | -1.72% — falling
• Dollar Index: 100.90 | -0.57% — falling
• WTI crude: 84.91 | -4.93% — falling
🟢 Strong sectors: Healthcare +4.12%, Consumer Defensive +3.51%
🔴 Weak sectors: Utilities -2.32%, Technology -7.02%
🚀 Leading large-cap stocks: AAPL +4.11%, MSFT +0.35%, GOOGL -1.79%
📉 Lagging large-cap stocks: AMZN -7.08%, NVDA -9.65%, TSLA -20.35%
🧠 Market direction:
U.S. markets faced sharp selling near the close: the S&P 500 (-2.2%), Nasdaq (-4.53%) and Dow Jones (-1.19%) all declined significantly. The Nasdaq’s steep 4.5% loss was driven mainly by sharp drops in major technology stocks. The Fed left its policy rate unchanged, but three members voted for an increase, adding uncertainty around the latest decision. Market participants concerned about a possible increase by the end of July are moving away from risk. Geopolitical headlines, including U.S.–Iran tensions, and WTI crude’s 4.9% decline have intensified the pressure. The 10-year Treasury yield is down 1.7%, while the Dollar Index is also weakening.
🔄 Sector rotation: Technology (-7%) and heavyweight stocks are leading the sell-off. Consumer Cyclical (-2.0%) and Industrials (-1.3%) are also lower. Financials (+1.08%), Healthcare (+4.1%), Consumer Defensive (+3.5%), Basic Materials (+1.7%) and Real Estate (+2.0%) are positive. Risk-averse capital is rotating toward defensive areas.
🏢 Stock moves: Major technology shares are falling sharply: Nvidia -9.7%, Amazon -7.1%, Meta -6.9%, Alphabet -1.8%, Broadcom -5.7% and Tesla -20.3%. Microsoft (+0.3%) and Apple (+4.1%) are the exceptions, with Apple reaching a historically high level. Possible drivers of the technology sell-off include uncertainty around the Fed’s future rate decisions and financial pressure from AI capital expenditure.
🌡️ VIX and Fear & Greed: The VIX fear index has risen 3.6% to 19.37, indicating higher expected volatility. The CNN Fear & Greed Index is at 36 (“fear”) and has declined noticeably over the past week. Breadth indicators show “extreme fear.” Overall, liquidity preference and risk aversion are strengthening.
🎯 What to watch over the next three hours: Markets will closely follow Microsoft and Meta’s announcements about AI investment plans. Geopolitical tensions and the Fed’s policy path may keep short-term volatility elevated.
⚠️ Market moves are accompanied by sharp volatility, so additional caution is warranted. This is not investment advice.
🌍 Saudi Arabia tries to prevent escalation of conflict in war with Iran
While Saudi Arabia tries not to get involved in the conflict between the US and Iran, the country is under pressure from attacks from both the south and the north simultaneously. This week, strikes on Iran’s targets in Iraq were reportedly carried out jointly with the US. Saudi Arabia’s dilemma is whether to stop the attacks and reduce tensions or continue them while strengthening protective measures. This tension results in an increased risk of war in the Middle East due to the lack of peace in the region.
⚠️ The events increase geopolitical tension, but this is not investment advice.
While Saudi Arabia tries not to get involved in the conflict between the US and Iran, the country is under pressure from attacks from both the south and the north simultaneously. This week, strikes on Iran’s targets in Iraq were reportedly carried out jointly with the US. Saudi Arabia’s dilemma is whether to stop the attacks and reduce tensions or continue them while strengthening protective measures. This tension results in an increased risk of war in the Middle East due to the lack of peace in the region.
⚠️ The events increase geopolitical tension, but this is not investment advice.
🔬 Salary negotiation is not just about money
The importance of salary negotiation in the technology field is not only about getting a high paycheck. The main goal in the negotiation process is to make beneficial decisions for both parties and set fair expectations. For example, initial offers are often at the lower end of the salary range to leave room for further negotiations.
Salary negotiation is not just a measure of personal worth, but a business decision. A high and fair offer increases employee happiness and lays the foundation for long-term cooperation. If the salary cannot be easily agreed upon, the employee will soon start looking for another job, causing additional costs for the company.
A simple and straightforward approach is essential for success in negotiation: asking for 10-20 percent above the offered salary is an adequate way to achieve it. Also, it is emphasized that working conditions beyond salary, bonuses, and other benefits can be negotiated. Finally, being prepared during the hiring process and asking about the offer strengthens the person's position and opens the door to compromise.
⚠️ This is not investment advice; it should be considered as news and risk analysis.
The importance of salary negotiation in the technology field is not only about getting a high paycheck. The main goal in the negotiation process is to make beneficial decisions for both parties and set fair expectations. For example, initial offers are often at the lower end of the salary range to leave room for further negotiations.
Salary negotiation is not just a measure of personal worth, but a business decision. A high and fair offer increases employee happiness and lays the foundation for long-term cooperation. If the salary cannot be easily agreed upon, the employee will soon start looking for another job, causing additional costs for the company.
A simple and straightforward approach is essential for success in negotiation: asking for 10-20 percent above the offered salary is an adequate way to achieve it. Also, it is emphasized that working conditions beyond salary, bonuses, and other benefits can be negotiated. Finally, being prepared during the hiring process and asking about the offer strengthens the person's position and opens the door to compromise.
⚠️ This is not investment advice; it should be considered as news and risk analysis.
Post-Quantum Authentication Enhances Internet Security 🔐
Post-quantum (PQ) authentication uses new types of cryptography designed to stay secure even against powerful quantum computers. This protects communication between servers, such as when verifying identity during data exchanges.
This technology matters because quantum computers could one day break current encryption methods, risking sensitive data. PQ authentication is a proactive step to safeguard against these future threats.
Think of it like upgrading a lock on your house to one that even the most advanced lockpicks can’t open. But right now, PQ tech is still new and can be slower or harder to implement widely.
Educational content only.
Post-quantum (PQ) authentication uses new types of cryptography designed to stay secure even against powerful quantum computers. This protects communication between servers, such as when verifying identity during data exchanges.
This technology matters because quantum computers could one day break current encryption methods, risking sensitive data. PQ authentication is a proactive step to safeguard against these future threats.
Think of it like upgrading a lock on your house to one that even the most advanced lockpicks can’t open. But right now, PQ tech is still new and can be slower or harder to implement widely.
Educational content only.
🤖 PTC's Q3 revenue beats forecast, AI innovations raise outlook for the year
PTC reported higher-than-expected annual recurring revenue (ARR) and cash flow for Q3 2026. This increase was driven primarily by the adoption of artificial intelligence technologies. The company launched new AI platforms called PTC Orbit and PTC Jetstream, integrated 12 additional AI agents and 10 new integrations into its products, advancing the concept of intelligent product lifecycle management.
Simultaneously, PTC sold its Kepware and ThingWorx businesses, generating $90-120 million in revenue, and announced a planned share buyback of approximately $1.125–1.325 billion in 2026. These steps aim to focus the company on its core specializations and to enhance shareholder value.
PTC’s AI innovations and financial performance provide a competitive edge in the industrial software sector, accelerating digital transformation for its products. This improves manufacturing processes and management efficiency. The company’s strategy aligns with the growing demand for digital technologies in industry.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
PTC reported higher-than-expected annual recurring revenue (ARR) and cash flow for Q3 2026. This increase was driven primarily by the adoption of artificial intelligence technologies. The company launched new AI platforms called PTC Orbit and PTC Jetstream, integrated 12 additional AI agents and 10 new integrations into its products, advancing the concept of intelligent product lifecycle management.
Simultaneously, PTC sold its Kepware and ThingWorx businesses, generating $90-120 million in revenue, and announced a planned share buyback of approximately $1.125–1.325 billion in 2026. These steps aim to focus the company on its core specializations and to enhance shareholder value.
PTC’s AI innovations and financial performance provide a competitive edge in the industrial software sector, accelerating digital transformation for its products. This improves manufacturing processes and management efficiency. The company’s strategy aligns with the growing demand for digital technologies in industry.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
⚡ Microsoft and Meta’s Capital Expenditures for 2026 Show Significant Increase in AI and Cloud Services
Microsoft and Meta are sharply increasing spending on artificial intelligence and cloud infrastructure in 2026. Microsoft’s capital expenditures rose 70% to $41 billion, primarily to support its $100 billion Azure cloud business. Meta’s spending increased 55% to $42 billion, surpassing revenue growth (28%) and causing a decline in profits.
Both companies are heavily investing in computing infrastructure to meet high demand in AI and cloud sectors. Meta forecasts total capital expenditures between $130-145 billion for 2026. About two-thirds of Microsoft’s spending goes to frequently updated assets like CPUs and GPUs, indicating rapid changes in technology hardware.
These increases demonstrate the growing importance of AI and cloud services in the tech sector and the companies’ efforts to boost resources to remain competitive in these areas.
⚠️ This is not investment advice; it should be treated as news and risk analysis.
Microsoft and Meta are sharply increasing spending on artificial intelligence and cloud infrastructure in 2026. Microsoft’s capital expenditures rose 70% to $41 billion, primarily to support its $100 billion Azure cloud business. Meta’s spending increased 55% to $42 billion, surpassing revenue growth (28%) and causing a decline in profits.
Both companies are heavily investing in computing infrastructure to meet high demand in AI and cloud sectors. Meta forecasts total capital expenditures between $130-145 billion for 2026. About two-thirds of Microsoft’s spending goes to frequently updated assets like CPUs and GPUs, indicating rapid changes in technology hardware.
These increases demonstrate the growing importance of AI and cloud services in the tech sector and the companies’ efforts to boost resources to remain competitive in these areas.
⚠️ This is not investment advice; it should be treated as news and risk analysis.
🚀 Sophia Space and Caltech obtain patent for modular server centers in space
Sophia Space and the California Institute of Technology (Caltech) have obtained a patent for large, modular server centers located in space. This patent covers the design of data centers composed of various server modules in space, powering them via solar panels and cooling through passive systems.
This technology is intended for low Earth orbit placement and aims to enable faster computations with reduced energy consumption. It specifically targets minimizing latency in artificial intelligence applications and more efficient handling of large data volumes.
The system developed jointly by Sophia Space and Caltech may represent a new stage in both engineering innovation and the application of space technologies to the information sector. For now, the patent application is approved, but the system has not been commercialized.
⚠️ This is not investment advice; it should be regarded as news and risk analysis only.
Sophia Space and the California Institute of Technology (Caltech) have obtained a patent for large, modular server centers located in space. This patent covers the design of data centers composed of various server modules in space, powering them via solar panels and cooling through passive systems.
This technology is intended for low Earth orbit placement and aims to enable faster computations with reduced energy consumption. It specifically targets minimizing latency in artificial intelligence applications and more efficient handling of large data volumes.
The system developed jointly by Sophia Space and Caltech may represent a new stage in both engineering innovation and the application of space technologies to the information sector. For now, the patent application is approved, but the system has not been commercialized.
⚠️ This is not investment advice; it should be regarded as news and risk analysis only.
🤖 AMD and Core Scientific Build 2.5 Gigawatt AI Infrastructure
AMD and Core Scientific announced a partnership to build a 500-megawatt AI central infrastructure in the US starting in 2027, with potential future expansion up to 2.5 gigawatts. This collaboration will provide large-scale power, cooling, and networking solutions for AMD’s Instinct GPUs, EPYC CPUs, and ROCm software.
The creation of this new infrastructure is essential for the practical operation and monetization of AI solutions, as computing power requires physical space, energy, and connectivity systems. Core Scientific’s large-scale US facilities meet this need and enable the mass adoption of AMD’s AI programs.
This partnership will accelerate the proliferation of AI technologies and enhance AMD’s competitiveness in the data center market. Future expansion of this infrastructure may continue according to AI demand, although financial and scaling conditions depend on market factors.
⚠️ This is not investment advice; it should be considered only as news and risk analysis.
AMD and Core Scientific announced a partnership to build a 500-megawatt AI central infrastructure in the US starting in 2027, with potential future expansion up to 2.5 gigawatts. This collaboration will provide large-scale power, cooling, and networking solutions for AMD’s Instinct GPUs, EPYC CPUs, and ROCm software.
The creation of this new infrastructure is essential for the practical operation and monetization of AI solutions, as computing power requires physical space, energy, and connectivity systems. Core Scientific’s large-scale US facilities meet this need and enable the mass adoption of AMD’s AI programs.
This partnership will accelerate the proliferation of AI technologies and enhance AMD’s competitiveness in the data center market. Future expansion of this infrastructure may continue according to AI demand, although financial and scaling conditions depend on market factors.
⚠️ This is not investment advice; it should be considered only as news and risk analysis.
🤖 Microsoft strengthens competition with OpenAI and Anthropic using its own AI models
Microsoft is increasing its competition with OpenAI and Anthropic through its self-developed AI models called MAI. The company specifically introduced its MAI-Cyber-1-Flash model, which detects security vulnerabilities, performs better than competitors, and reduces operational costs by about 50%.
This move aims to reduce Microsoft’s dependence on external AI providers and optimize costs. In addition, the MAI-Cyber-1-Flash model, used together with the MDASH multi-agent system, is reported to achieve a success rate of 95.95% in security tests, surpassing competitors.
In the future, Microsoft plans to launch Project Perception, a multi-model AI security tool. This innovation will work by combining OpenAI and Anthropic models to make security more accessible and affordable.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
Microsoft is increasing its competition with OpenAI and Anthropic through its self-developed AI models called MAI. The company specifically introduced its MAI-Cyber-1-Flash model, which detects security vulnerabilities, performs better than competitors, and reduces operational costs by about 50%.
This move aims to reduce Microsoft’s dependence on external AI providers and optimize costs. In addition, the MAI-Cyber-1-Flash model, used together with the MDASH multi-agent system, is reported to achieve a success rate of 95.95% in security tests, surpassing competitors.
In the future, Microsoft plans to launch Project Perception, a multi-model AI security tool. This innovation will work by combining OpenAI and Anthropic models to make security more accessible and affordable.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
📰 Silicon Motion increased its sales by 23% in Q1 2026
Silicon Motion Technology Corporation reported sales of $342.1 million in Q1 2026, a 23% increase compared to the previous quarter. The company’s net profit was $66.8 million, equivalent to earnings of $1.97 per ADS.
This growth is due to rising demand for the company’s new products such as SSD controllers and embedded storage solutions. These products benefit from the rapid expansion of AI and enterprise storage markets.
The next financial report for Q2 2026 will be released on July 29. No revenue guidance has been provided for Q3, so the current outlook may change.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
Silicon Motion Technology Corporation reported sales of $342.1 million in Q1 2026, a 23% increase compared to the previous quarter. The company’s net profit was $66.8 million, equivalent to earnings of $1.97 per ADS.
This growth is due to rising demand for the company’s new products such as SSD controllers and embedded storage solutions. These products benefit from the rapid expansion of AI and enterprise storage markets.
The next financial report for Q2 2026 will be released on July 29. No revenue guidance has been provided for Q3, so the current outlook may change.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
🤖 Fed holds rates, Microsoft and Meta increase AI spending
The Federal Reserve (Fed) kept the target interest rate range at 3.5%-3.75%. This decision aims to support economic growth despite persistent inflation. This caused some nervousness in financial markets, with the S&P 500 index dropping 1.5%.
Meta Platforms increased its artificial intelligence (AI) expenses by 55% to $42 billion, and although revenues rose 28%, this spending reduced the company's profit. Microsoft heavily invested in its Azure cloud business, raising capital expenditures by 70% to $41 billion, while also succeeding in increasing its profits.
Both giant companies allocate significant funds to build computing infrastructure suitable for modern AI and cloud technologies. Two-thirds of Microsoft's spending is on temporary equipment renewals like processors and graphics processors. Meta expects total capital expenditures of $130-145 billion by 2026.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
The Federal Reserve (Fed) kept the target interest rate range at 3.5%-3.75%. This decision aims to support economic growth despite persistent inflation. This caused some nervousness in financial markets, with the S&P 500 index dropping 1.5%.
Meta Platforms increased its artificial intelligence (AI) expenses by 55% to $42 billion, and although revenues rose 28%, this spending reduced the company's profit. Microsoft heavily invested in its Azure cloud business, raising capital expenditures by 70% to $41 billion, while also succeeding in increasing its profits.
Both giant companies allocate significant funds to build computing infrastructure suitable for modern AI and cloud technologies. Two-thirds of Microsoft's spending is on temporary equipment renewals like processors and graphics processors. Meta expects total capital expenditures of $130-145 billion by 2026.
⚠️ This is not investment advice; it should be considered as news and risk analysis only.
🤖 Eliyan raised $145 million investment, reduces data transmission barriers in AI chips
Eliyan company has attracted an investment of $145 million to eliminate data transmission problems between artificial intelligence chips. The company’s valuation at this stage is estimated at $1 billion.
This financing was carried out with the support of investors such as Cisco Systems and Lumentum. Eliyan develops technologies that ensure faster and more efficient data transmission between AI chips and high-performance computing systems.
Eliyan’s NuLink™ PHY technology is designed to increase high-speed chip-to-chip connectivity. This solution improves energy efficiency and speed to enhance AI performance in computers and data centers. Such innovations increase competitiveness for companies producing AI chips.
⚠️ This is not investment advice; it should be considered as news and risk analysis.
Eliyan company has attracted an investment of $145 million to eliminate data transmission problems between artificial intelligence chips. The company’s valuation at this stage is estimated at $1 billion.
This financing was carried out with the support of investors such as Cisco Systems and Lumentum. Eliyan develops technologies that ensure faster and more efficient data transmission between AI chips and high-performance computing systems.
Eliyan’s NuLink™ PHY technology is designed to increase high-speed chip-to-chip connectivity. This solution improves energy efficiency and speed to enhance AI performance in computers and data centers. Such innovations increase competitiveness for companies producing AI chips.
⚠️ This is not investment advice; it should be considered as news and risk analysis.
🌍 A missile that created a 10-meter diameter crater in Poland is suspected to be a Russian missile – Polish Prime Minister
In eastern Poland, about 100 km from the border with Ukraine, near the village of Tarnava Kolonia, an object that created a deep crater 10 meters wide is believed to be a Kh-101 ballistic missile launched by Russia. The incident occurred during a Russian attack on the city of Lviv. Polish military forces attempted to intercept the object with an F-16 fighter jet before it disappeared from radar. There are no reports of casualties, but the matter is taken seriously.
⚠️ This news cannot be considered investment advice.
In eastern Poland, about 100 km from the border with Ukraine, near the village of Tarnava Kolonia, an object that created a deep crater 10 meters wide is believed to be a Kh-101 ballistic missile launched by Russia. The incident occurred during a Russian attack on the city of Lviv. Polish military forces attempted to intercept the object with an F-16 fighter jet before it disappeared from radar. There are no reports of casualties, but the matter is taken seriously.
⚠️ This news cannot be considered investment advice.