AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer

https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html?__source=androidappshare

5 Things to Know Before the Stock Market Opens on Monday

U.S. death toll in Iran, 'The Odyssey' box office, WarshGPT and more in Morning Squawk

https://finance.yahoo.com/markets/stocks/articles/5-things-know-stock-market-120602177.html

https://www.cnbc.com/2026/07/20/5-things-to-know-before-the-stock-market-opens.html?__source=androidappshare

#USMarketUpdate
S&P 500 and Nasdaq are higher to start the week as U.S. oil wavers, chipmakers rise:

Live updates

https://www.cnbc.com/2026/07/19/stock-market-today-live-updates.html?__source=androidappshare

Trump's temporary global tariffs are set to expire this Friday
https://finance.yahoo.com/markets/article/trumps-temporary-global-tariffs-are-set-to-expire-this-friday-131345766.html

US-Iran war pushes oil back above $90, gas above $4 again
https://finance.yahoo.com/energy/article/us-iran-war-pushes-oil-prices-above-90-us-gasoline-above-4-per-gallon-again-114439881.html

Strategy stock rises after the company raises $263 million without selling bitcoin
https://finance.yahoo.com/markets/stocks/article/strategy-stock-rises-after-the-company-raises-263-million-without-selling-bitcoin-140454002.html

After IBM's epic stock crash, Wall Street chatter is Big Blue should break up
https://finance.yahoo.com/markets/stocks/article/after-ibms-epic-stock-crash-wall-street-chatter-is-big-blue-should-break-up-135450235.html

AMD, Micron, SK Hynix lead chip stock recovery

What happened: Semiconductor stocks jumped on Monday in early trading, recovering from a rout that left the PHLX Semiconductor Index (^SOX) down more than 9% last week.

AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on analyst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.

Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.

https://finance.yahoo.com/technology/article/amd-micron-sk-hynix-lead-chip-stock-recovery-133110868.html

The Most Anticipated #
Earnings Releases for the Week of July 20, 2026

https://x.com/i/status/2078536423989559503

https://x.com/i/status/2078536423989559503

Chip stocks have been routed — but investors are forgetting one thing
https://finance.yahoo.com/markets/article/chip-stocks-have-been-routed--but-investors-are-forgetting-one-thing-144234764.html

BYD Delivered 557,090 Battery-Electric Vehicles in Q2 2026. Here Is What That Means for Tesla's Global Dominance.
https://finance.yahoo.com/markets/stocks/articles/byd-delivered-557-090-battery-141100082.html

"Trading Game Plan,"
Gareth #Soloway provides a technical analysis of current market conditions as we head into a major earnings week

No B.S. Just Charts.

The semis look ready to bounce. In today's Game Plan, Chief Market Strategist Gareth Soloway kicks off a huge earnings week (Alphabet, IBM, Tesla, Intel) with the beaten-down semiconductors coming into support - he's nibbled longs and already booked winners. Plus the S&P's make-or-break wedge, oil's wild swings, gold and silver struggling, and Bitcoin's bullish flag.

📊 COVERED IN THIS EPISODE:
🔵 S&P 500 - Up ~0.4% after two down days; stuck in a wedge off the June 2 high. Break the upper trendline and ~7,700-8,000 opens; break the lower one and the algos likely drive a sharp drop toward ~7,000
🟢 Semiconductors (overview) - Many names into support and due for a short-term bounce (not new highs) before the downside resumes; Gareth booked a 10%+ SOXL trade pre-market
🔴 Micron (MU) - Trading ~$880; the support zone just above $800 (high pivot) with a gap fill as secondary support - an intriguing bounce level after Friday's flush
🔴 SanDisk (SNDK) - Down $1,000+ from its highs; not yet at major support - a bounce-then-curl toward ~$1,200 (low pivot/gap fill) would be a buy-interest level
🟢 Marvell (MRVL) - Bounced off major support (gap fill/high pivot) back to ~$195; Gareth sees upside to ~$220-$225
🔴 Apple (AAPL) - High-conviction short into massive trendline resistance after a $1T market-cap gain in 3 weeks; first target ~$315 (former high pivot/gap fill). The semi-Apple rotation should revert if chips bounce
🔵 US Dollar (DXY) - In a holding pattern / possible bull flag; a breakout targets ~103.40
🔵 10-Year Yield - Slightly higher, above 4.5%; a move over 4.7% would make markets skittish
🔵 Domino's (DPZ) - Gapping up on earnings; day-trade-only short interest at the ~$367-$368 gap fill
🔵 AMC - Up on earnings (a $2 stock); high-risk day-trade short at the ~$2.75 gap fill
🔴 Gold - Flat to negative, barely holding support; a break opens ~$3,900, then $3,450-$3,600
🔴 Silver - A small bounce but still making lower lows; major resistance $63-$64. Negative bias until it clears the breakout zone
🔵 Natural Gas - Flat, holding support but building a bear flag - a crack below opens another leg lower
🟢 Bitcoin (BTC) - Still looks bullish in the upper range; take out $65K and ~$67K is next, with the inverse-H&S targeting ~$71K-$72K

🔑 KEY TAKEAWAY: Gareth's positioned for a semiconductor bounce (Micron above $800, Marvell toward $220-$225, SanDisk near $1,200 on a curl) while staying high-conviction short Apple into resistance - the same yin-yang rotation he flagged Friday. The S&P's wedge is the market's tell, but the real drivers are this week's mega-cap earnings: Alphabet, IBM, Tesla, and Intel.

⏱ TIMESTAMPS (estimated)
0:00 - Intro: A New Week, Semis Look to Bounce
1:30 - S&P 500: The Wedge & Which Way It Breaks
4:00 - Oil: The Swings & the $87 Short Level
7:00 - The Week Ahead: Earnings Calendar
10:00 - Dollar, 10-Year Yield, Domino's & AMC
13:00 - Apple: The High-Conviction Short
15:00 - Marvell, Micron & SanDisk: The Bounce Zones
18:00 - Gold, Silver & Natural Gas
21:00 - Bitcoin: The Bull Flag & Inverse H&S
22:30 - Wrap-Up

https://www.youtube.com/live/6pJrOuslIMI?is=CTtYUWkDHerhg1vq

#AndreiJikh
This video by Andrei Jikh explores the recent, volatile downturn in the South Korean stock market (KOSPI) and draws parallels to potential risks in the United States economy.

The South Korean Market Crash:
Retail Speculation: South Korea, where roughly 1 in 4 people are retail investors, saw massive growth driven by heavy borrowing and leveraged ETFs (0:30-1:15, 4:50-5:50).
Concentrated Risk: The market became highly concentrated, with just two companies, Samsung and SK Hynix, accounting for over 56% of the index. This made the market extremely sensitive to volatility (0:58-1:11, 6:10-6:35).
The Domino Effect: A sell-off in U.S. chip stocks triggered a "doom loop" in Korea, where automatic margin calls and forced liquidations led to a historic drop in the KOSPI (1:32-2:05, 10:24-12:28).

Parallels to the U.S. Market:
Record Leverage: Andrei highlights that U.S. margin debt has reached record levels (approximately 4.5% of GDP), exceeding peaks from the dot-com bubble and the 2008 financial crisis (14:26-14:50).
The AI Spending Bubble: The U.S. market is heavily reliant on massive capital expenditures (capex) from tech giants like Microsoft, Google, Amazon, and Meta to support AI infrastructure. If these companies reduce their spending, it could lead to an earnings collapse for the semiconductor companies supplying them, similar to the 2000s tech bust (16:15-18:00, 19:35-21:15).

Key Takeaway:
The video concludes by questioning the sustainability of current AI-driven stock prices and warns viewers to be cautious regarding leverage, noting that the market may be behaving like the *Titanic—confident until the moment it hits an obstacle (23:40-24:50).

https://youtu.be/hy90LdpEUvQ?is=H6KfWbDoCgLXsmAy

#USMarketUpdate
Stock market today: Dow, S&P 500, Nasdaq mixed as chip stocks rise in wait for Big Tech earnings

US stocks rose on Monday morning, with chip stocks advancing ahead of Big Tech earnings this week, while oil prices eased after touching $90 a barrel amid tit-for-tat attacks between the US and Iran over the weekend.

https://finance.yahoo.com/markets/live/stock-market-today-monday-july-20-dow-sp-500-nasdaq-111429441.html

"It's Gambling": Warren Buffett Just Issued a Blunt Warning to Investors -- and History Says He's Right.
https://finance.yahoo.com/markets/stocks/articles/gambling-warren-buffett-just-issued-062000287.html

Stocks making the biggest moves midday: AMD, Archer Aviation, SpaceX & more

https://www.cnbc.com/2026/07/20/stocks-making-the-biggest-moves-midday-amd-achr-spcx-iren.html?__source=androidappshare

#USMarketUpdate
Wall Street indexes fall, with Iran and earnings season in focus | Reuters

SUMMARY
Indexes down: Dow 0.59%, S&P 500 0.19%, Nasdaq 0.05%Domino's Pizza gains after Q2 revenue beatChip index pares gains, Alphabet rises after report it is building new AI chipsAlphabet, Tesla and Intel to report earnings later in the week

July 20 (Reuters) - Wall Street's three major indexes finished lower on ​Monday while investors looked for moves toward Middle East de-escalation and waited for earnings reports due from major technology companies later in the week.

The technology-heavy ‌Nasdaq fell less than the S&P 500 and the Dow as the chip sector recovered some of the prior week's losses and growth sectors such as communications services (.SPLRCT), opens new tab and technology (.SPLRCT), opens new tab gained some ground along with the energy stocks (.SPNY), opens new tab.

The second-quarter financial reporting will pick up the pace this week, with results due from big names like Alphabet (GOOGL.O), opens new tab, Tesla (TSLA.O), opens new tab and Intel (INTC.O), opens new tab, broadening the picture the earnings season provides of the ​health of corporate America after a week of results mostly from the financial sector.

https://www.reuters.com/business/autos-transportation/wall-st-futures-edge-higher-ahead-this-weeks-megacap-earnings-2026-07-20/

Wall Street indexes fall, with Iran and earnings season in focus
https://www.straitstimes.com/business/companies-markets/wall-street-indexes-fall-with-iran-and-earnings-season-in-focus

While You Were Sleeping: 5 stories you might have missed, July 21, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-21-2026

Trump announces 50% tariffs on Canadian autos, dairy, and alcohol
https://finance.yahoo.com/economy/article/trump-announces-50-tariffs-focused-on-canadian-autos-dairy-and-alcohol-in-response-to-continued-discrimination-211628074.html

Cultural memorabilia is heating up as Nvidia CEO Jensen Huang's iconic leather jacket auctioned for $960,000
https://finance.yahoo.com/markets/article/cultural-memorabilia-is-heating-up-as-nvidia-ceo-jensen-huangs-iconic-leather-jacket-auctioned-for-960000-182438580.html

AI optimism is now copper's biggest driver: #Chart of the Day

https://finance.yahoo.com/markets/article/ai-optimism-is-now-coppers-biggest-driver-chart-of-the-day-173856691.html