Stocks making big moves premarket: Coca-Cola, Sherwin-Williams, J&J

https://www.cnbc.com/2026/07/28/stocks-making-the-biggest-moves-premarket-ko-shw-jnj.html?__source=androidappshare

China’s reported chip breakthrough comes with some big caveats

https://www.cnbc.com/2026/07/28/china-chipmaking-duv-tool-asml-explained.html?__source=androidappshare


#QuarterChart
https://vt.tiktok.com/ZS4NaRYbd/

Micron, Nvidia fall after SK Hynix plunges nearly 15% as chip sell-off deepens

https://www.cnbc.com/2026/07/28/sk-hynix-plunges-semiconductor-selloff-deepens-samsung-softbank.html?__source=androidappshare

Keppel Corporation: Why Analysts Are Overlooking Its Deep Value
https://sg.finance.yahoo.com/news/keppel-corporation-why-analysts-overlooking-060000534.html

Exclusive-China starts production of home-grown immersion DUV chipmaking tools - source
https://finance.yahoo.com/technology/articles/exclusive-china-starts-production-home-081938622.html

The bond market's danger zone is the new normal
https://finance.yahoo.com/markets/article/the-bond-markets-danger-zone-is-becoming-the-new-normal-chart-of-the-day-100000676.html

Boeing Q2 revenue tops estimates as jet deliveries climb, cash turns positive
https://finance.yahoo.com/markets/stocks/article/boeing-q2-revenue-tops-estimates-as-jet-deliveries-climb-cash-turns-positive-120622920.html

'Super El Niño' is set to squeeze commodities even further
https://finance.yahoo.com/markets/article/a-super-el-nino-is-expected-to-squeeze-commodities-even-further-this-year-100000389.html

Microsoft to report Q4 earnings as investors look for return on AI investments
https://finance.yahoo.com/technology/article/microsoft-to-report-q4-earnings-as-investors-look-for-return-on-ai-investments-120144134.html

Meta to report Q2 earnings amid AI investing concerns
https://finance.yahoo.com/news/meta-to-report-q2-earnings-amid-ai-investing-concerns-121325403.html

Think Tesla's Robotaxis and Humanoid Robots Are Coming Soon? Maybe Think Again, as Elon Musk Cites "Substantial" Challenge.
https://finance.yahoo.com/technology/ai/articles/think-teslas-robotaxis-humanoid-robots-112000608.html

Coca-Cola earnings, Altman in D.C. and more: Morning Squawk

https://www.cnbc.com/2026/07/28/5-things-to-know-before-the-stock-market-opens.html?__source=androidappshare

#USMarketUpdate
Dow rallies 600 points, boosted by strong earnings and a steep decline in oil: Live updates

Live updates

https://www.cnbc.com/2026/07/27/stock-market-today-live-updates.html?__source=androidappshare

#Soloway

https://www.youtube.com/live/ZYYALaj0fSo?is=anHIGDNOl9YJdCaT

Paypal stock rises as CEO keeps door open on potential deals
https://finance.yahoo.com/markets/article/paypal-stock-rises-as-ceo-keeps-door-open-on-potential-deals-141554191.html

Chip stock rout sends investors rushing back to bruised Alphabet stock
https://finance.yahoo.com/markets/stocks/article/chip-stock-rout-sends-investors-rushing-back-to-bruised-alphabet-stock-140503906.html

Why this analyst is down on Apple stock even as it hovers near record highs
https://finance.yahoo.com/markets/article/why-this-analyst-is-down-on-apple-stock-even-as-it-hovers-near-record-highs-130907412.html

6 members of Congress have bought SpaceX stock, including one Democrat
https://finance.yahoo.com/markets/article/6-members-of-congress-have-bought-spacex-stock-including-one-democrat-130256608.html

Coca-Cola raises earnings guidance as CFO says Diet Coke is having 'a moment'
https://finance.yahoo.com/markets/stocks/article/coca-cola-raises-earnings-guidance-as-cfo-says-diet-coke-is-having-a-moment-122638394.html

Fed meeting live: Federal Reserve expected to hold rates steady, but Iran war adds tension
https://finance.yahoo.com/economy/live/fed-meeting-live-federal-reserve-july-interest-rate-decision-141813444.html

Semiconductor Crash: When To Buy Micron, SanDisk As Major Reset Unfolds

Gareth #Soloway breaks down the semiconductor sell-off and reveals exactly where he plans to go long on Micron (MU), SanDisk (SNDK), and other beaten-down chip names. With SanDisk down over 50% from its highs, Gareth walks through why the selling is happening and where the real bounce opportunities are setting up.

Gareth explains the cyclical nature of semiconductors that most investors miss. When margins sit at 80% or 90%, competition is inevitable, and China is now mass-producing DRAM and lithography technology that threatens those margins. He covers why low P/E ratios on semiconductors historically signal tops, not bargains, and why the smart money buys these names when the P/E looks high.

On the charts, Gareth details his nibble-and-accumulate approach: starting a small long on SanDisk near $11.80, with add levels at the converging trend lines, the 50% Fibonacci retrace, and the gap fill. He also flags the major gap fill on Micron and a key zone on Marvell (MRVL) around $170. Greed drove the top. Fear will drive the bottom. Gareth's goal is to buy the extreme fear and unload at fair value.

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Chapters:
0:00​ Semiconductor Sell-Off Begins
0:59​ Why The Selling Is Happening: China & Margins
4:56​ Nasdaq Levels & The Bigger Bounce Zone
5:53​ SanDisk Buy Levels & The Nibble Approach
9:17​ Micron & Marvell Gap Fills
10:41​ Rumble Wallet
12:03​ Final Thoughts

https://youtu.be/qnEdn9SAffY?is=k0UrMFCWiDBicFMj