Netflix stock falls on light Q3 revenue forecast
https://finance.yahoo.com/markets/stocks/article/netflix-stock-drops-after-q3-revenue-falls-short-co-ceo-says-not-all-views-are-created-equal-201022485.html

While You Were Sleeping: 5 stories you might have missed, July 17, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-17-2026

#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
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#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics

#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics

#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics

China's Moonshot unveils world's largest open AI model, closing in on US rivals
https://finance.yahoo.com/technology/ai/articles/chinas-moonshot-unveils-worlds-largest-020622030.html

Should You Buy Intuitive Surgical With the Stock Down 35%? Here's What History Says.
https://finance.yahoo.com/markets/stocks/articles/buy-intuitive-surgical-stock-down-023500516.html

Andy Jassy Says Amazon's Chip Business Already Has $225 Billion in Commitments
https://finance.yahoo.com/technology/ai/articles/andy-jassy-says-amazons-chip-010100230.html

#MarketmMind
Trading Day: Sinking chips   | Reuters

July 16 (Reuters) - A shakeout in U.S. semiconductor stocks tanked the tech-heavy Nasdaq on Thursday as AI jitters spread globally, while solid U.S. economic data helped lift the dollar and Treasury yields.
In my column today, I look at foreigners' insatiable appetite for U.S. stocks, which suggests that faith ​in America's AI story — the "U.S. exceptionalism" narrative — is, for now at least, alive and well.

Today's Key Market Moves

STOCKS: South Korea -7%, Japan-2.8%.
Europe and UK little changed, Wall Street's big ​three indices slide between 0.2% and 1.5%.
SECTORS/SHARES: U.S. chip index -4%, comms services -3%; consumer staples +3%. Sandisk -12.5%, Seagate Technology -10%. Netflix -5% after ⁠the bell. Nike +4%.
FX: Dollar +0.3%, sterling -0.5%, dollar/yen still hugging 40-year highs above 162.00.
BONDS: U.S. yields up 3 bps at the short end, bull-flattening the curve.
COMMODITIES/METALS: Oil -1%, U.S. ​natgas hits 2-month low $2.823/mmBtu, gold -2%, silver -4%.Today's

Talking Points
* Seoul searching

Authorities in South Korea are desperately trying to clamp down on the volatility sweeping through ​the country's stock market, with their latest move on Thursday targeting leveraged, derivative-based ETFs tied to major technology firms like Samsung and SK Hynix. Will it work?...

* Communication breakdown
In monetary policy, the signals ​central bankers send can often be as important as the actions they take. Sometimes more so. So new Fed Chair Kevin Warsh's pledge to overhaul the ‌Fed's communications ⁠strategy, effectively towards a "less is more" approach, is bound to create some degree of uncertainty and unease for investors.

* A delicate balancing ​act
A new Fed paper, opens new tab and U.S. capital flows ​data this week underscore just ⁠how pivotal AI is to the U.S. economy and markets. The Fed paper suggests AI-related imports could widen the current account deficit more than previously thought, while the latest "TIC" data shows foreign investors continue to pour huge ​amounts into U.S. equities as they chase the AI dream.

What could move markets tomorrow?
Developments in the Middle East
Global sentiment toward AI, semiconductor stocks
German Chancellor Merz and French ⁠President Macron ​speak to reporters
U.S. University of Michigan consumer sentiment, inflation expectations (July, prelim)
U.S. industrial production (June)

https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-07-16/

Malaysian GDP unexpectedly surges to 5.8% on exports; CPI cools
https://www.businesstimes.com.sg/international/asean/malaysian-gdp-unexpectedly-surges-5-8-exports-cpi-cools

China warns of severe flood risks, heat waves through mid-August
https://www.businesstimes.com.sg/international/china-warns-severe-flood-risks-heat-waves-through-mid-august

IPOs of tiny foreign firms nearly vanish in US after pump-and-dump crackdown
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/ipos-tiny-foreign-firms-nearly-vanish-us-after-pump-and-dump-crackdown

UOB shares fall 3.8% after months of steady gains
https://www.businesstimes.com.sg/companies-markets/banking-finance/uob-shares-fall-3-8-after-months-steady-gains

Asian stocks slip after AI valuation fears spark Wall Street chip selloff
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asian-stocks-slip-after-ai-valuation-fears-spark-wall-street-chip-selloff

$400 billion has been wiped out from the Japanese stock market today.

This comes as Finance Minister Katayama says Japan is "ready to act on currency moves wherever necessary."

USD/JPY is trading at 162, despite multiple rounds of intervention already this year.

In April, Japan sold an estimated $70 billion worth of dollars when the pair first crossed 160. It worked for a few days. Then the yen resumed weakening anyway.

Intervention itself is now adding to the volatility, not fixing it.

Every time Tokyo hints at stepping in, traders who are heavily short the yen scramble to cover, causing sharp, violent swings in both directions.

When no actual intervention follows, the yen snaps back to its downtrend even harder, since the market now treats the threat as empty.

Each cycle of threat-and-no-action makes the next selloff more volatile, not less.

This connects to a bigger problem we've flagged before.

Japan's public debt sits near 230% of GDP, the highest of any developed economy.

Defending the yen and adjusting to higher domestic bond yields has already pushed Japan to reduce its US Treasury holdings, one of the largest sources of foreign demand for US debt.

If Japan keeps pulling back while intervention keeps failing to hold the yen, the pressure doesn't stay contained to Tokyo.

It shows up in US Treasury yields next.

Crd Internet

<Full-day Takeaway>HSI Down 446 pts; HSTI Down 211 pts; TENCENT Down over 4%; MEITUAN Down over 4%; BABA Down over 3%; ABLE DIGITAL Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1533855/top-news/AAFN

#HKMarketUpdate
Hong Kong Stocks Drop Amid Broad Asia Selloff — Market Talk
Jul 17, 2026, 17:22 GMT+8

https://www.tradingview.com/news/DJN_DN20260717002342:0/

#HKMarketUpdate
<H Shrs>HSI Slumps 446 pts for Day as SMIC Dives 10%; Z.AI Crashes 28%+; TENCENT and MEITUAN-W Sag 4%+

The HSI closed at 24,562, down 446 pts or 1.78%, with main board turnover reaching HKD347.325 billion. The HSCEI closed at 8,136, down 181 pts or 2.18%, while the HSTECH closed at 4,623, down 211 pts or 4.37%.

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1533865/top-news/AAFN

Daily Debrief: What Happened Today (Jul 17)
https://www.businesstimes.com.sg/singapore/daily-debrief-what-happened-today-jul-172

#SgMarketUpdate
Singapore stocks fall on Friday as local banks take a hit; STI down 0.5%
Jul 17, 2026 · 06:10 PM

Singapore stocks ended lower on Friday (Jul 17), amid the city-state’s three banks experiencing declines in the day’s session.

The benchmark Straits Times Index (STI) lost 0.5 per cent or 29.95 points to finish at 5,509.43. Across the broader market, losers outnumbered gainers 365 to 226, after 1.2 billion securities worth S$2.1 billion changed hands.

UOB : U11 +0.45% led the losses among the local banks, and was down by as much as 3.8 per cent in intraday trading. The counter closed 2.4 per cent or S$1.03 lower at S$42.47.

DBS : D05 -0.08% lost 0.7 per cent or S$0.52 to S$71.96, while OCBC : O39 +0.46% shares fell 0.8 per cent or S$0.22 to S$28.56

Thai Beverage : Y92 -1.1% led the gainers on Singapore’s blue-chip index, rising 3.4 per cent or S$0.015 to end at S$0.455.

The worst performer among STI constituents was ST Engineering : S63 -0.38%, which lost 2.5 per cent or S$0.27 to close at S$10.43...

Key regional indices were mixed. Hong Kong’s Hang Seng Index lost 1.8 per cent, Japan’s Nikkei 225 index fell 4 per cent and the FTSE Bursa Malaysia KLCI was up 0.5 per cent...

https://www.businesstimes.com.sg/companies-markets/singapore-stocks-fall-friday-local-banks-take-hit-sti-down-0-5