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
https://finance.yahoo.com/markets/article/chip-stocks-have-been-routed--but-investors-are-forgetting-one-thing-144234764.html
Yahoo Finance
Chip stocks have been routed — but investors are forgetting one thing
Don't forget about the strong fundamentals of chip players.
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
https://finance.yahoo.com/markets/stocks/articles/byd-delivered-557-090-battery-141100082.html
Yahoo Finance
BYD Delivered 557,090 Battery-Electric Vehicles in Q2 2026. Here Is What That Means for Tesla's Global Dominance.
China's electric vehicle powerhouse reclaimed its market lead with a decisive turnaround from Q1's lull.
"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
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
YouTube
Top Trades: Semis Look To Bounce, Oil Swings, Gold And Silver Struggle And Bitcoin Bull Flag
🔗 Trade alongside the Verified Pro Traders in the Apex Live Day Trading Room: https://verifiedinvesting.com/products/apex-live-day-trading-room
🔒 SAFETY NOTICE: Gareth Soloway and the Verified Investing team will NEVER reach out to you on Telegram, WhatsApp…
🔒 SAFETY NOTICE: Gareth Soloway and the Verified Investing team will NEVER reach out to you on Telegram, WhatsApp…
#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
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
YouTube
South Korea’s AI Bubble Just Popped
South Korea’s AI Bubble Just Popped
► Get 20% off DeleteMe US consumer plans when you go to http://joindeleteme.com/Andrei20 and use promo code ANDREI20 at checkout
► Premium Membership (extra videos, early access): https://www.youtube.com/channel/UCGy…
► Get 20% off DeleteMe US consumer plans when you go to http://joindeleteme.com/Andrei20 and use promo code ANDREI20 at checkout
► Premium Membership (extra videos, early access): https://www.youtube.com/channel/UCGy…
❤1
#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
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
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq rally fizzles as chip stock momentum fades, oil rises
Wall Street is in search of the next big catalyst for AI heading into a busy week of earnings.
"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
https://finance.yahoo.com/markets/stocks/articles/gambling-warren-buffett-just-issued-062000287.html
Yahoo Finance
"It's Gambling": Warren Buffett Just Issued a Blunt Warning to Investors -- and History Says He's Right.
Investors may want to exercise caution right now.
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
https://www.cnbc.com/2026/07/20/stocks-making-the-biggest-moves-midday-amd-achr-spcx-iren.html?__source=androidappshare
CNBC
Stocks making the biggest moves midday: AMD, Archer Aviation, SpaceX, Iren & more
These are the stocks posting the largest moves in midday trading.
#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
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
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-21-2026
The Straits Times
While You Were Sleeping: 5 stories you might have missed, July 21, 2026
While You Were Sleeping: 5 stories you might have missed, July 21, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
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
https://finance.yahoo.com/economy/article/trump-announces-50-tariffs-focused-on-canadian-autos-dairy-and-alcohol-in-response-to-continued-discrimination-211628074.html
Yahoo Finance
Trump announces 50% tariffs focused on Canadian autos, dairy, and alcohol in response to 'continued discrimination'
The White House unveiled a new series of tariff plans for Canada on Monday, with President Trump signing three proclamations set to impose 50% tariffs on a range of Canadian products.
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
https://finance.yahoo.com/markets/article/cultural-memorabilia-is-heating-up-as-nvidia-ceo-jensen-huangs-iconic-leather-jacket-auctioned-for-960000-182438580.html
Yahoo Finance
Cultural memorabilia is heating up as Nvidia CEO Jensen Huang's iconic leather jacket auctioned for $960,000
Here comes the market for CEO collectibles!
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
https://finance.yahoo.com/markets/article/ai-optimism-is-now-coppers-biggest-driver-chart-of-the-day-173856691.html
Why it's time to retire the 'Magnificent 7' name: Strategist
https://finance.yahoo.com/markets/article/why-its-time-to-retire-the-magnificent-7-name-strategist-165552204.html
https://finance.yahoo.com/markets/article/why-its-time-to-retire-the-magnificent-7-name-strategist-165552204.html
Yahoo Finance
Why it's time to retire the 'Magnificent 7' name: Strategist
It's time to retire the group name as the AI revolution creates new power players.
Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news
https://finance.yahoo.com/news/live/tech-stocks-live-chip-stocks-recover-from-last-weeks-losses-on-google-amd-news-164334720.html
https://finance.yahoo.com/news/live/tech-stocks-live-chip-stocks-recover-from-last-weeks-losses-on-google-amd-news-164334720.html
Yahoo Finance
Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news
Tech stock news live.
Goldman Sachs picks 36 market winners that aren't AI stocks
https://finance.yahoo.com/markets/stocks/article/goldman-sachs-picks-36-market-winners-that-arent-ai-stocks-151002913.html
https://finance.yahoo.com/markets/stocks/article/goldman-sachs-picks-36-market-winners-that-arent-ai-stocks-151002913.html
Yahoo Finance
Goldman Sachs picks 36 market winners that aren't AI stocks
Looking for non AI stock market plays? This list should help.
🐳 WhalePool Traders Journal
US.Day.Ahead-2026.07.20-Mon.pdf
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#WeekAhead by Reuters, Investopedia & Yahoo Finance
#Chart of the Day by Yahoo Finance
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
#Chart of the Day by Yahoo Finance
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
Alibaba Unleashes New Qwen AI Model, Sending Shares Soaring
Jul 20, 2026, 20:57 GMT+8
https://www.tradingview.com/news/gurufocus:edd33f6ea094b:0-alibaba-unleashes-new-qwen-ai-model-sending-shares-soaring/
Jul 20, 2026, 20:57 GMT+8
https://www.tradingview.com/news/gurufocus:edd33f6ea094b:0-alibaba-unleashes-new-qwen-ai-model-sending-shares-soaring/
TradingView
Alibaba Unleashes New Qwen AI Model, Sending Shares Soaring
Alibaba Group Holding NYSE:BABA shares climbed as much as 5% in Hong Kong on Monday after the company introduced a preview of its latest Qwen 3.8 Max artificial intelligence model, expanding competition in advanced AI coding software.Alibaba said developers…
Michael Burry Urges Hong Kong Stocks as SOXX Surges 76%
Jul 20, 2026, 23:11 GMT+8
https://www.tradingview.com/news/gurufocus:5e99dde31094b:0-michael-burry-urges-hong-kong-stocks-as-soxx-surges-76/
Jul 20, 2026, 23:11 GMT+8
https://www.tradingview.com/news/gurufocus:5e99dde31094b:0-michael-burry-urges-hong-kong-stocks-as-soxx-surges-76/
TradingView
Michael Burry Urges Hong Kong Stocks as SOXX Surges 76%
Michael Burry (Trades, Portfolio), the investor known for betting against the U.S. housing market before the 2008 financial crisis, has recommended bargain hunting in Hong Kong after the market trailed major Asian and semiconductor benchmarks during the global…
China considers tighter export controls on AI models and chips, FT reports
https://www.businesstimes.com.sg/international/global/china-considers-tighter-export-controls-ai-models-and-chips-ft-reports
https://www.businesstimes.com.sg/international/global/china-considers-tighter-export-controls-ai-models-and-chips-ft-reports
The Business Times
China considers tighter export controls on AI models and chips, FT reports
The country is considering restricting overseas access to its most advanced AI technology Read more at The Business Times.