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
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#HKMarketUpdate by Reuters and Trading Economics
#Chart of the Day by Yahoo Finance
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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.
‘Positive surprises’ in store for S-Reits’ H1 earnings as valuations lag fundamentals, say analysts
https://www.businesstimes.com.sg/companies-markets/positive-surprises-store-s-reits-h1-earnings-valuations-lag-fundamentals-say-analysts
https://www.businesstimes.com.sg/companies-markets/positive-surprises-store-s-reits-h1-earnings-valuations-lag-fundamentals-say-analysts
The Business Times
‘Positive surprises’ in store for S-Reits’ H1 earnings as valuations lag fundamentals, say analysts
Singapore-listed Reits are expected to post low-to-mid single-digit year-on-year growth in DPU Read more at The Business Times.
#MarketMind
#TradingDay: War clouds darken | Reuters
July 20 (Reuters) - Escalating tensions in the Middle East finally weighed on Wall Street on Monday, after investors had earlier bought back beaten-down chip stocks ahead of some big tech earnings reports later this week, while the war jitters lifted oil prices, bond yields and the dollar.
In my column today, I look at how the intense volatility in South Korea's chip-heavy stock market has spilled over to Wall Street. The benchmark KOSPI is tanking. Can the main U.S. indices withstand the heat?
Today's Key Market Moves
STOCKS: South Korea -4.5%, Japan -4%. Europe -0.4%, UK -0.7%. Dow -0.6%, S&P 500 -0.2%, Nasdaq flat.SECTORS/SHARES: Eight sectors on the S&P 500 fall, three rise. Healthcare, materials -1%, comms services +0.7%. Paramount -2%, hits 17-year low; Warner Bros. Discovery -3.8% to 2026 low. Global Payments +6%, Microsoft +2%, Oracle -4%.FX: Dollar up broadly vs G10 FX, but slips vs key EM units — BRL, MXN, KRW all +0.5% or more.BONDS: UK gilt yields up broadly, curve steepens ~4 bps. U.S. yields +4-6 bps across the curve.COMMODITIES/METALS: Oil +1%, Brent pops back above $90/bbl. Gold slips, hugs $4,000/oz.
Today's Talking Points
* $4 a gallon gas
* New broom Burnham
* M&A (in)activity
What could move markets tomorrow?
Developments in the Middle East Taiwan exports (June)UK jobs, earnings (May/June)Potential policy announcements from new UK PM BurnhamGermany ZEW index (July)
https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-07-20/
#TradingDay: War clouds darken | Reuters
July 20 (Reuters) - Escalating tensions in the Middle East finally weighed on Wall Street on Monday, after investors had earlier bought back beaten-down chip stocks ahead of some big tech earnings reports later this week, while the war jitters lifted oil prices, bond yields and the dollar.
In my column today, I look at how the intense volatility in South Korea's chip-heavy stock market has spilled over to Wall Street. The benchmark KOSPI is tanking. Can the main U.S. indices withstand the heat?
Today's Key Market Moves
STOCKS: South Korea -4.5%, Japan -4%. Europe -0.4%, UK -0.7%. Dow -0.6%, S&P 500 -0.2%, Nasdaq flat.SECTORS/SHARES: Eight sectors on the S&P 500 fall, three rise. Healthcare, materials -1%, comms services +0.7%. Paramount -2%, hits 17-year low; Warner Bros. Discovery -3.8% to 2026 low. Global Payments +6%, Microsoft +2%, Oracle -4%.FX: Dollar up broadly vs G10 FX, but slips vs key EM units — BRL, MXN, KRW all +0.5% or more.BONDS: UK gilt yields up broadly, curve steepens ~4 bps. U.S. yields +4-6 bps across the curve.COMMODITIES/METALS: Oil +1%, Brent pops back above $90/bbl. Gold slips, hugs $4,000/oz.
Today's Talking Points
* $4 a gallon gas
* New broom Burnham
* M&A (in)activity
What could move markets tomorrow?
https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-07-20/
🐳 WhalePool Traders Journal
#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…
Korean stock volatility comes to America. Can Wall Street take the heat?
July 20, 20269:00 PM GMT+8
July 20 (Reuters) - The intense volatility rocking South Korea’s chip-heavy stock market has come to America, but Wall Street has suffered only modest losses in response. Can this continue, or will the slump in semiconductors and vulnerability among highly leveraged investors cause serious damage in the U.S. as well?
The benchmark KOSPI index (.KS11), opens new tab - heavily concentrated in firms benefiting from the artificial intelligence boom, most notably the trillion-dollar megacaps Samsung (005930.KS), opens new tab and SK Hynix (000660.KS), opens new tab - is down more than 30% from its peak only a month ago, and volatility has soared. Daily moves of 4% or more are now regular occurrences, and 30-day realized volatility has exploded to the highest since 1998.
https://www.reuters.com/commentary/reuters-open-interest/korean-stock-volatility-comes-america-can-wall-street-take-heat-2026-07-20/
July 20, 20269:00 PM GMT+8
July 20 (Reuters) - The intense volatility rocking South Korea’s chip-heavy stock market has come to America, but Wall Street has suffered only modest losses in response. Can this continue, or will the slump in semiconductors and vulnerability among highly leveraged investors cause serious damage in the U.S. as well?
The benchmark KOSPI index (.KS11), opens new tab - heavily concentrated in firms benefiting from the artificial intelligence boom, most notably the trillion-dollar megacaps Samsung (005930.KS), opens new tab and SK Hynix (000660.KS), opens new tab - is down more than 30% from its peak only a month ago, and volatility has soared. Daily moves of 4% or more are now regular occurrences, and 30-day realized volatility has exploded to the highest since 1998.
https://www.reuters.com/commentary/reuters-open-interest/korean-stock-volatility-comes-america-can-wall-street-take-heat-2026-07-20/
#HKMarketUpdate
<Full-day Takeaway>HSI Closes at 25,132, Down 10 pts; HSTI Closes at 4,814, Up 62 pts; LENOVO GROUP Up over 8%; MIDEA GROUP Hit New Highs; Market Turnover Rises
2026/07/21 16:12 GMT+08
At close, HSI dropped 10 pts or 0.0% to 25,132. HSTI rose 62 pts or 1.3% to 4,814. HSCEI fell 21 pts or 0.3% to 8,360. Market turnover reached $289.94 billion.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1534247/top-news/AAFN
<Full-day Takeaway>HSI Closes at 25,132, Down 10 pts; HSTI Closes at 4,814, Up 62 pts; LENOVO GROUP Up over 8%; MIDEA GROUP Hit New Highs; Market Turnover Rises
2026/07/21 16:12 GMT+08
At close, HSI dropped 10 pts or 0.0% to 25,132. HSTI rose 62 pts or 1.3% to 4,814. HSCEI fell 21 pts or 0.3% to 8,360. Market turnover reached $289.94 billion.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1534247/top-news/AAFN
#HKMarketUpdate
<H Shrs>HSI Ends Choppy Session Down 10 pts; SMIC Up 8%+; Z.AI Rebounds ~37%
2026/07/21 16:40 GMT+08
The HSI settled at 25,132, down 10 pts or 0.04% for the day. Market turnover for the full day amounted to HKD289.943 billion. The HSCEI closed at 8,360, down 21 pts or 0.25%. The HSTECH bucked the trend and closed at 4,814, up 62 pts or 1.32%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1534255/top-news/AAFN
<H Shrs>HSI Ends Choppy Session Down 10 pts; SMIC Up 8%+; Z.AI Rebounds ~37%
2026/07/21 16:40 GMT+08
The HSI settled at 25,132, down 10 pts or 0.04% for the day. Market turnover for the full day amounted to HKD289.943 billion. The HSCEI closed at 8,360, down 21 pts or 0.25%. The HSTECH bucked the trend and closed at 4,814, up 62 pts or 1.32%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1534255/top-news/AAFN
Alibaba's Apple tie-up adds fuel to China's hottest ETF
#Chart of the day
https://finance.yahoo.com/markets/article/alibabas-apple-tie-up-adds-fuel-to-chinas-hottest-etf-chart-of-the-day-101500518.html
#Chart of the day
https://finance.yahoo.com/markets/article/alibabas-apple-tie-up-adds-fuel-to-chinas-hottest-etf-chart-of-the-day-101500518.html
Yahoo Finance
Alibaba's Apple tie-up adds fuel to China's hottest ETF: Chart of the Day
Alibaba is helping power a broad rebound in Chinese internet stocks.
#SgMarketUpdate
Singapore stocks gain as regional markets end mixed; STI up 0.5%
Singapore stocks ended higher on Tuesday (Jul 21), with the benchmark Straits Times Index (STI) gaining 0.5 per cent or 27.77 points to finish at 5,526.72.
Jardine Matheson : J36 +4.35% led the gainers on Singapore’s blue-chip index, rising 4.4 per cent or US$2.73 to US$65.46.
The worst performer among STI constituents was casino operator Genting Singapore : G13 -0.79%, which fell 0.8 per cent or S$0.005 to S$0.625.
The three local banks ended mixed on Tuesday. DBS : D05 +0.14% rose 0.1 per cent or S$0.10 to S$72 and UOB : U11 +0.14% was up 0.1 per cent or S$0.06 at S$42.72, while OCBC : O39 -0.17% finished 0.2 per cent or S$0.05 lower at S$28.64...
Across the broader market, gainers outnumbered losers 368 to 188, after 1.3 billion securities worth S$2.1 billion traded.
Key regional indices were mixed. Hong Kong’s Hang Seng Index lost 0.04 per cent, Japan’s Nikkei 225 rose 3.3 per cent, South Korea’s Kospi was up 3.6 per cent and the FTSE Bursa Malaysia KLCI declined 0.1 per cent...
https://www.businesstimes.com.sg/companies-markets/singapore-stocks-gain-regional-markets-end-mixed-sti-0-5
Singapore stocks gain as regional markets end mixed; STI up 0.5%
Singapore stocks ended higher on Tuesday (Jul 21), with the benchmark Straits Times Index (STI) gaining 0.5 per cent or 27.77 points to finish at 5,526.72.
Jardine Matheson : J36 +4.35% led the gainers on Singapore’s blue-chip index, rising 4.4 per cent or US$2.73 to US$65.46.
The worst performer among STI constituents was casino operator Genting Singapore : G13 -0.79%, which fell 0.8 per cent or S$0.005 to S$0.625.
The three local banks ended mixed on Tuesday. DBS : D05 +0.14% rose 0.1 per cent or S$0.10 to S$72 and UOB : U11 +0.14% was up 0.1 per cent or S$0.06 at S$42.72, while OCBC : O39 -0.17% finished 0.2 per cent or S$0.05 lower at S$28.64...
Across the broader market, gainers outnumbered losers 368 to 188, after 1.3 billion securities worth S$2.1 billion traded.
Key regional indices were mixed. Hong Kong’s Hang Seng Index lost 0.04 per cent, Japan’s Nikkei 225 rose 3.3 per cent, South Korea’s Kospi was up 3.6 per cent and the FTSE Bursa Malaysia KLCI declined 0.1 per cent...
https://www.businesstimes.com.sg/companies-markets/singapore-stocks-gain-regional-markets-end-mixed-sti-0-5
The Business Times
Singapore stocks gain as regional markets end mixed; STI up 0.5%
Jardine Matheson leads the gainers on Singapore’s blue-chip index Read more at The Business Times.
What is China’s Moonshot AI and why is it roiling markets? https://bt.sg/wTRpt
The Business Times
What is China’s Moonshot AI and why is it roiling markets?
Beijing-based firm’s Kimi K3 AI model delivers performance that rivals offerings from OpenAI and Anthropic Read more at The Business Times.
Stocks making big moves premarket: General Motors, 3M, Novartis, Nebius & more
https://www.cnbc.com/2026/07/21/stocks-making-the-biggest-moves-premarket-gm-mmm-nvs-nbis.html?__source=androidappshare
https://www.cnbc.com/2026/07/21/stocks-making-the-biggest-moves-premarket-gm-mmm-nvs-nbis.html?__source=androidappshare
CNBC
Stocks making the biggest moves premarket: General Motors, 3M, Novartis, Nebius & more
These are the stocks posting the largest moves in early trading.
U.S. strikes continue, GM earnings and more: Morning Squawk
https://www.cnbc.com/2026/07/21/5-things-to-know-before-the-stock-market-opens.html?__source=androidappshare
https://www.cnbc.com/2026/07/21/5-things-to-know-before-the-stock-market-opens.html?__source=androidappshare
CNBC
U.S. strikes continue, GM earnings, the latest on cyclosporiasis and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Novo Nordisk sues Eli Lilly, accusing it of false advertising
https://finance.yahoo.com/healthcare/articles/novo-nordisk-says-suing-eli-114051041.html
https://finance.yahoo.com/healthcare/articles/novo-nordisk-says-suing-eli-114051041.html
Yahoo Finance
Novo Nordisk says it is suing Eli Lilly, accusing it of false advertising
LONDON, July 21 (Reuters) - Novo Nordisk said on Tuesday it was suing rival Eli Lilly in U. federal court, accusing the U.
Tesla's jump in sales comes as Optimus, Robotaxi bets require more cash: Q2 earnings preview
https://finance.yahoo.com/markets/stocks/article/teslas-jump-in-sales-comes-as-optimus-robotaxi-bets-require-more-cash-q2-earnings-preview-110300122.html
https://finance.yahoo.com/markets/stocks/article/teslas-jump-in-sales-comes-as-optimus-robotaxi-bets-require-more-cash-q2-earnings-preview-110300122.html
Yahoo Finance
Tesla tumbles 14% to 11-month low as profit miss, capex spending outlook weighs on stock
Tesla stock sold off on Thursday after the EV maker reported mixed second quarter results that missed Wall Street expectations. Cash burn and production of physical AI products like Cybercab and Optimus could be a concern.
Google parent Alphabet to report Q2 earnings in latest test of AI trade
https://finance.yahoo.com/technology/article/google-parent-alphabet-to-report-q2-earnings-in-latest-test-of-ai-trade-110000124.html
https://finance.yahoo.com/technology/article/google-parent-alphabet-to-report-q2-earnings-in-latest-test-of-ai-trade-110000124.html
Yahoo Finance
Google parent Alphabet to report Q2 earnings in latest test of AI trade
Google will report its second quarter earnings after the bell on Wednesday.
As the U.S.-Iran war heats up, these parts of the economy could be affected
https://www.cnbc.com/2026/07/21/iran-war-economy-markets-trump.html?__source=androidappshare
https://www.cnbc.com/2026/07/21/iran-war-economy-markets-trump.html?__source=androidappshare
CNBC
As the U.S.-Iran war heats up again, these parts of the stock market and economy could be affected
Investors and economists are deliberating what the latest exchange in hostilities will mean for the broader economy.