Tech's AI debt boom, in one #chart

https://finance.yahoo.com/technology/article/techs-ai-debt-boom-in-one-chart-143849995.html

#USMarketUpdate
Stock market today: Dow, S&P 500, Nasdaq waver with Alphabet, Tesla earnings on deck

Live updates

https://finance.yahoo.com/markets/live/stock-market-today-wednesday-july-22-dow-sp-500-nasdaq-alphabet-tesla-earnings-083644887.html

CrowdStrike and Cerebras Partner to Power AI Detection and Response on the World's Fastest Inference
https://finance.yahoo.com/technology/ai/articles/crowdstrike-cerebras-partner-power-ai-132500831.html

#USMarketUpdate
Wall Street indexes dip with technology earnings, rising oil in focus | Reuters

SUMMARY
Indexes down: Dow 0.01%, S&P 500 0.14%, Nasdaq down 0.57%Chip index rises modestly while software index sinksAT&T jumps after strong wireless subscriber additions in Q2Alphabet, Tesla, Texas Instruments report results after the bell

July 22 (Reuters) - The Nasdaq led Wall Street lower on Wednesday with a mixed performance from technology stocks, as investors ​waited for key earnings reports to gauge the health of a market rally fed by enthusiasm for artificial intelligence.

The S&P 500 fell slightly and ‌the Dow ended virtually unchanged as traders also monitored the latest Middle East hostilities, which led oil futures to settle at a six-week high, fanning inflation worries.

After months of gains that lifted the major indexes from their March lows, momentum has been wobbling with uneven trading in heavyweight semiconductor stocks and weakness in software companies.

The Philadelphia SE Semiconductor index (.SOX), opens new tab ended up 0.4%, recovering from early losses for its third straight session of gains ​after three days of losses that had confirmed it was in a bear market late last week.

https://www.reuters.com/legal/transactional/wall-st-futures-edge-lower-caution-builds-ahead-big-tech-earnings-2026-07-22/

S&P 500, Nasdaq close lower as investors await technology earnings
https://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-close-lower-as-investors-await-technology-earnings

While You Were Sleeping: 5 stories you might have missed, July 23, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-23-2026

Google falls as capex growth spooks investors
https://finance.yahoo.com/technology/article/google-q2-earnings-top-expectations-cloud-revenue-grows-82-but-stock-falls-on-capex-growth-202407124.html

Tesla falls on profit miss, but cash burn comes in below expectations
https://finance.yahoo.com/markets/stocks/article/tesla-reports-q2-earnings-miss-but-beats-on-revenue-cap-ex-spending-seen-at-25-billion-for-the-year-110300122.html

Is Apple stock overvalued? Here's what AlphaSpace valuation metrics say.
https://finance.yahoo.com/markets/stocks/article/is-apple-stock-overvalued-heres-what-alphaspace-valuation-metrics-say-170806881.html

IBM CEO addresses earnings shortfall and historic stock plunge: 'Our AI strategy is the right one'
https://finance.yahoo.com/markets/article/ibm-ceo-addresses-earnings-shortfall-and-historic-stock-plunge-our-ai-strategy-is-the-right-one-201452259.html

Bond yields rise as elevated oil prices reignite threat of 'renewed pressure on inflation'
https://finance.yahoo.com/markets/article/bond-yields-rise-as-elevated-oil-prices-reignite-threat-of-renewed-pressure-on-inflation-162442976.html

Data centers are popping up everywhere. But most people don't want them in their neighborhoods.
https://finance.yahoo.com/real-estate/article/data-centers-are-popping-up-everywhere-but-most-people-dont-want-them-in-their-neighborhoods-161405393.html

#MarketMind
#TradingDay: $100 oil looms  | Reuters

July 22 (Reuters) - The Nasdaq fell on Wednesday, dragged down by software stocks ahead of some major tech earnings reports, while deepening conflict in the Middle East pushed oil prices sharply higher again and Brent crude closer to the $100 a barrel mark.

In my column today, I look at the yen's slide to a 40-year low against ​the dollar. There are many reasons, including the global energy shock and yield differentials, but central to the currency's chronic weakness is Japan's growing ‌policy credibility deficit in the eyes of global investors

Today's Key Market Moves
STOCKS: Europe +0.6%, UK +1.2% to near 5-month high. Dow and S&P 500 flat, Nasdaq -0.5%.
SECTORS/SHARES: Six S&P 500 sectors rise, five fall. ⁠Utilities +2.3%, comms services -1.3%. Google -3% in choppy trade after earnings, Tesla -3% on after-the-bell earnings.
FX: Dollar/yen holds above 163.00, euro steady around $1.14 ahead of ECB. COP hits 5-year high, NOK rises vs EUR for 14th day in last 17.
BONDS: 2-year JGB yield 1.475%, highest since 1995. U.S. yields up 3-5 bps across the curve, 20-year auction demand ok but high tail.
COMMODITIES/METALS: Oil +3% to 6-week high, Brent closes in on $95/bbl.

Today's Talking Points
* Open-doors AI
* Call to action
* Meanwhile, on Main Street

What could move markets tomorrow?
South Korea GDP (Q2, advance)European Central Bank interest rate decisionU.S. weekly jobless claimsU.S. Treasury sells $21 ​billion of 10-year TIPS at auctionU.S. earnings, including Intel, Blackstone, T-Mobile

https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-07-22/

Morning Briefing: Top stories from The Straits Times on July 23, 2026

https://str.sg/x89e

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#HKMarketUpdate by Reuters and Trading Economics

Asian stocks rise after US tech earnings; AI capex to boost region’s chipmakers
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asian-stocks-rise-after-us-tech-earnings-ai-capex-boost-regions-chipmakers

Scott Bessent casually says the U.S. has more than $1 trillion in gold—and that it doesn’t matter for the dollar
https://finance.yahoo.com/economy/policy/articles/scott-bessent-casually-says-u-191624789.html

Anthropic and SpaceX just handed Google the biggest profit quarter in company history—on paper
https://finance.yahoo.com/technology/ai/articles/anthropic-spacex-just-handed-google-232430471.html

Asia-Pacific sports M&A hits record high as wealthy investors swap sponsorships for stakes
https://www.businesstimes.com.sg/wealth/wealth-investing/asia-pacific-sports-m-hits-record-high-wealthy-investors-swap-sponsorships-stakes

In this video, Gareth #Soloway breaks down exactly how he uses the Fibonacci retracement tool to time entries and exits on semiconductor trades, plus the oil short he just initiated at major resistance. This is the real methodology, walked through live on the charts.

Gareth called oil's move into the $87 to $88 resistance zone over a week ago and shorted it right there using USO. Now he lays out the downside targets and what has to happen for oil to break lower. From there, he dives into the semis, showing how the 50% and 61.8% Fibonacci retrace levels tell you where a pullback should stop and how high a bounce can run. He walks through Seagate (STX), Marvell (MRVL), and SanDisk live, explaining why a stock's reason for running (real demand versus hot air) changes how deep it pulls back.

If you have ever wondered where to take profit, where to re-enter, or how the pros stack technical factors for higher-probability swing trades, this one is for you.

Watch to the end for the exact levels Gareth is monitoring into major earnings from Alphabet, IBM, ServiceNow, Tesla, and Texas Instruments.

https://youtu.be/Eyd5AjpvUkc?is=YoDYaYLlhUejhNHJ

Is Joo Chiat the next shopping playground?
https://www.straitstimes.com/life/style/is-joo-chiat-the-next-shopping-playground