Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says

SUMMARY
Healthcare bets up for a second straight week, says Goldman Sachs
Healthcare equipment, supplies, life sciences tools and pharmaceuticals drew hedge fund buying
Specialist healthcare funds manage about $283 billion of roughly $1 trillion in equity hedge fund assets, Goldman said

https://www.reuters.com/markets/wealth/hedge-fund-bets-rising-us-healthcare-stocks-near-5-year-high-goldman-says-2026-07-27/

#FundFlow
US equity funds log outflows
for a second straight week as tech earnings eyed

July 24 (Reuters) - U.S. equity funds recorded outflows for a second consecutive week as caution ahead of earnings reports ​from major technology companies and a renewed rise ‌in oil prices weighed on investor sentiment.
Investors sold a net $7.34 billion in U.S. equity funds during the week through July 22, ​sharply higher than the previous week's net ​sales of $4.18 billion, according to LSEG Lipper data.

https://www.reuters.com/business/retail-consumer/us-equity-funds-log-outflows-second-straight-week-tech-earnings-eyed-2026-07-24/

#FundFlow
Global equity funds attract ninth weekly inflow amid

July 24 (Reuters) - Global equity funds attracted inflows for a ninth straight week through July 22 as investors remained optimistic about a robust earnings season ​despite an escalation in Middle East tensions and the recent weakness ‌in semiconductor stocks.

They bought a net $10.51 billion in global equity funds during the week, slightly below the previous week's $12.48 billion in purchases, according to LSEG Lipper ​data.

upbeat earnings expectations
https://www.reuters.com/world/china/global-markets-flows-graphic-2026-07-24/

#WeekAhead
Wall St Week Ahead US stocks face tests from Fed decision, tech-led earnings deluge

SUMMARY
Fed seen holding rates on Wednesday, some investors uncertainMicrosoft, Meta, Amazon to report after Alphabet disappointsApple, Visa, Chevron also set to report in busiest Q2 week

NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on ​the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence.

Major equity indexes ‌posted weekly declines, dragged down on the week by steep slides in Alphabet (GOOGL.O), opens new tab and Tesla (TSLA.O), opens new tab following their quarterly reports.

https://www.reuters.com/business/wall-st-week-ahead-us-stocks-face-tests-fed-decision-tech-led-earnings-deluge-2026-07-24/

CME brings 23-hour futures trading to SpaceX, Micron and others

https://www.cnbc.com/2026/07/27/cme-launches-single-stock-futures-enabling-investors-to-trade-spacex-micron-23-hours-a-day.html?__source=androidappshare

#USMarketUpdate
Wall Street ends mixed as investors focus on tech earnings | Reuters

SUMMARY
Investors await earnings from AI heavyweightsFed rate decision due on WednesdayChip index adds to recent lossesS&P 500 +0.02%, Nasdaq -0.18%, Dow +0.51%

July 27 (Reuters) - Wall Street ended mixed on Monday, as investors awaited guidance from major technology companies in a busy week for ​quarterly earnings, while also worrying that stubbornly high oil prices could force the Federal Reserve to raise interest rates.

Microsoft (MSFT.O), opens new tab, Amazon (AMZN.O), opens new tab, ‌Meta (META.O), opens new tab and Apple (AAPL.O), opens new tab are set to report quarterly results this week. Investors were questioning whether a multi-year rally fueled by optimism about artificial intelligence may be losing steam.



https://www.reuters.com/business/wall-st-futures-rise-us-iran-pause-hostilities-2026-07-27/

While You Were Sleeping: 5 stories you might have missed, July 28, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-28-2026

Nvidia drops nearly 5%, leading chip stocks lower amid renewed worries of circular financing
https://finance.yahoo.com/markets/article/nvidia-drops-nearly-5-leading-chip-stocks-lower-amid-renewed-worries-of-circular-financing-193309793.html

SpaceX and Tesla shed $1.2 trillion in July as Apple keeps the megacaps afloat: Chart of the Day
https://finance.yahoo.com/markets/article/spacex-and-tesla-shed-12-trillion-in-july-as-apple-keeps-the-megacaps-afloat-chart-of-the-day-172709478.html

SpaceX stock plunge sends a big reminder to those who want to get in on or near IPO day
https://finance.yahoo.com/markets/article/spacex-stock-plunge-sends-a-big-reminder-to-those-who-want-to-get-in-on-or-near-ipo-day-174744909.html

BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies
https://finance.yahoo.com/markets/stocks/articles/blackrock-dodges-ai-bond-flop-211813215.html

NVIDIA vs. Snowflake: Which AI-Driven Stock Is a Better Buy in 2026?
https://finance.yahoo.com/markets/stocks/articles/nvidia-vs-snowflake-ai-driven-212601607.html

Morning Briefing: Top stories from The Straits Times on July 28, 2026

https://str.sg/ijhg

Power Prices Slump in Australia as Batteries Push Out Gas
https://finance.yahoo.com/energy/articles/power-prices-slump-australia-batteries-233905711.html

Incoming Apple CEO aims to build on movie and TV progress
https://finance.yahoo.com/media-advertising/articles/incoming-apple-ceo-aims-build-033916245.html

Marvell Technology vs. UiPath: Which Tech Stock Is a Better Buy in 2026?
https://finance.yahoo.com/markets/stocks/articles/marvell-technology-vs-uipath-tech-032001847.html

Anthropic’s Amodei Rejects Open Model Ban But Calls for Testing
https://finance.yahoo.com/technology/ai/articles/anthropic-amodei-rejects-open-model-015132572.html

ASML Stock Falls on Reports of Chinese DUV Competition
https://finance.yahoo.com/markets/stocks/articles/asml-stock-falls-reports-chinese-203341511.html

JUST IN: The 15-month wait-out period for people who sell private homes to buy public resale flats will be removed with immediate effect, says National Development Minister Chee Hong Tat. https://cna.asia/45rmq4k

What do you do if you have a 6-month notice period? Mr Low Eng Wah decided to leave after serving just 2 months.

His former employer sued him – and won S$36,000 in court: https://cna.asia/4gVpHzX