New details in the OpenAI Hugging Face hack show how far agents will go

https://www.cnbc.com/2026/07/30/open-ai-hugging-face-hack-latest.html?__source=androidappshare

The Fed held rates, then Kevin Warsh talked tough without the substance to back it — and the market dumped 1.5% to 2% in the final hour. The 30-Year Yield hit a high not seen since 2007. But the real story is Korea: the KOSPI fell only about 1% after two straight limit-down days, and that stabilization is lighting a fire under the chips. Gareth said he'd buy semis yesterday, he did, and he's already banking profits. On today's Trading Game Plan, he walks the long book, the trend line that decides everything, and unveils his free institutional gold report.

📐 TODAY'S GAME PLAN

🟢 KOSPI / SEMIS — Korea holding after two limit-down days is the tell. Gareth bought chips yesterday and is taking profits into the rip, playing for a short-term 10–20% bounce, not a bottom call.
🔵 SPY — Heavily long short term, but the wedge broke down and the parallel off the 2021 high is right here. Lower highs are in; lower lows are the last piece. A confirmed failed breakout flushes toward 7,000.
🔴 30-YR / 10-YR YIELD — The 30-Year hits a high last seen in 2007 as debt nears $40T — very bad for mortgages. The 10-Year closed near 4.7%.
🔵 DXY — Dollar falls even as yields rise, a rare divergence: the market read Warsh as all talk, no backbone.
🟢 SNDK — Pierced the key trend-line zone overnight and is bouncing hard off the lows toward Gareth's upside target.
🟢 ARM / LRCX — Arm crushed on earnings then ripped roughly 25% off the after-hours lows; Lam Research back at the highs.
🟢 QCOM — Gareth bought it pre-market. Weak earnings came from high memory prices throttling phone demand; his thesis is easing memory prices unthrottle demand over 3–9 months.
🟢 MSFT — The golden ticket: steady CapEx plus better cash flow guidance equals a V-bottom bull flag ripping higher. Day-trade short only on a gap fill.
🔴 META — Punished for raising CapEx with its worst cash flow in years. Must recapture the trend line near $550 or the gap fill near $400 comes into play; day-trade pivot near $520.
🔴 AAPL — Gareth's only short, held into earnings on the extension.
🟢 GOLD — Trying to break out above the wedge. The free report's base case projects the next bull-cycle peak at roughly $13,000 between 2029 and 2031, with current conditions alone pointing just over $10,000 by 2031–2033.
🔴 SILVER — Still the weaker metal, well below resistance.
🔵 US OIL / NATGAS — Oil eases even after overnight strikes on Iran; natural gas holds its long-term trend line.
🟢 BITCOIN — Near-term bullish; a break of $67K and it's rock and roll.

🔑 KEY TAKEAWAY: There's a recipe for mega caps right now. Raise CapEx and go cash-flow negative and you get slaughtered. Hold CapEx steady and guide cash flow higher and you rip. Microsoft and Meta reported the same night and proved it.

⏱ TIMESTAMPS (estimated)
00:00​ Fed Holds, Warsh Talks Tough, Market Dumps
04:00​ S&P: The Broken Wedge and the Parallel Line
09:00​ Dollar, 10-Year, and the 30-Year at 2007 Highs
13:00​ KOSPI Stabilizes and the Semis Rally
16:00​ SanDisk, Arm, Lam Research, and the Qualcomm Buy
21:00​ Microsoft vs Meta: The CapEx Recipe
26:00​ Gold: The Free Institutional Report and Calculator
32:00​ Silver, Oil, Natural Gas, and Bitcoin
34:30​ Wrap-Up

#StockMarket​ #Trading​ #Gold​ #Semiconductors​ #Chips​ #FOMC​ #Microsoft​ #Meta​ #Qualcomm​ #Yields​ #Bitcoin​ #DayTrading​ #Investing​

https://www.youtube.com/live/doU4Aiz5ZrE?is=weYDjhJ9mgBR8ygQ

Apple stock is at a record — how to cushion gains ahead of earnings: AlphaSpace Options Playbook
https://finance.yahoo.com/markets/article/apple-stock-is-at-a-record--how-to-cushion-gains-ahead-of-earnings-alphaspace-options-playbook-150631136.html

#USMarketUpdate
Stock market today: Dow, S&P 500, Nasdaq rebound after Fed decision, as Microsoft leads tech gains

Live updates

US stocks staged a major comeback on Thursday morning after a Fed-fueled sell-off, as Microsoft (MSFT) stock led tech gains and more earnings were on deck. But fresh US attacks on Iran, a bond rout, and worries about AI spending kept investors on guard.

https://finance.yahoo.com/markets/live/stock-market-today-thursday-july-30-dow-sp-500-nasdaq-082255995.html

#USMarketUpdate
Wall Street ends sharply higher, lifted by soaring Microsoft | Reuters

SUMMARY
Microsoft soars after forecasting upbeat sales, cloud growthMeta drops after quarterly free cash flow plunges 91%Traders trim Sept rate hike expectationsS&P 500 +1.66%, Nasdaq +2.78%, Dow +1.19%

July 30 (Reuters) - Wall Street ended sharply higher on Thursday, with chip stocks jumping and Microsoft logging its biggest daily percentage gain in 18 years after the technology giant gave ​a stellar forecast that eased fears about massive spending on AI infrastructure.

Microsoft(MSFT.O), opens new tab jumped over 15%, boosting its stock market value by $450 billion, ‌the greatest-ever single-day increase for a company on Wall Street.

https://www.reuters.com/business/us-stock-futures-steady-microsoft-offsets-fed-concerns-2026-07-30/


Wall Street ends sharply higher, lifted by soaring Microsoft
https://www.straitstimes.com/business/companies-markets/wall-street-ends-sharply-higher-lifted-by-soaring-microsoft

While You Were Sleeping: 5 stories you might have missed, July 31, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-31-2026

OpenAI's AI went rogue and hacked a website. It's a sign of things to come.
https://finance.yahoo.com/technology/article/openais-ai-went-rogue-and-hacked-a-website-its-a-sign-of-things-to-come-180337998.html

SEC chair defends proposal to allow companies to report earnings only twice a year
https://finance.yahoo.com/markets/article/sec-chair-defends-proposal-to-allow-companies-to-report-earnings-only-twice-a-year-203339554.html

Microsoft stock's 15% jump makes stock market history
https://finance.yahoo.com/technology/article/microsofts-stock-rockets-more-than-15-for-largest-single-day-jump-in-history-120144134.html

Apple falls despite earnings beat
https://finance.yahoo.com/technology/article/apple-beats-q3-estimates-on-strong-iphone-sales-but-china-services-come-up-short-115246491.html

Micron vs SanDisk: Which Chipmaker Stands Out After the Pullback
https://finance.yahoo.com/markets/stocks/articles/micron-vs-sandisk-chipmaker-stands-154114021.html

Investors love AI, as long as you’re a cloud host
https://finance.yahoo.com/technology/ai/articles/investors-love-ai-long-cloud-224141326.html

Roblox's algorithm, safety changes dent bookings forecast; shares slump
https://finance.yahoo.com/markets/stocks/articles/roblox-forecasts-quarterly-bookings-below-201205755.html

Amazon lifts capex plan after strong cloud sales; shares jump
https://finance.yahoo.com/technology/articles/amazon-beats-estimates-quarterly-cloud-200408918.html

#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

Morning Briefing: Top stories from The Straits Times on July 31, 2026

Mandatory criminal history check needed for volunteers, private tutors, coaches in S’pore

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8 trending foods to celebrate National Day

https://str.sg/yRQc

Trump announces agreement for disarmament of Hamas
https://www.straitstimes.com/world/middle-east/hamas-officials-say-deal-agreed-on-groups-arms-gradual-israel-withdrawal-from-gaza

‘Fear of the regime has now gone’: How big a risk does ‘cockroach’ movement pose to India’s BJP?
https://www.straitstimes.com/asia/south-asia/the-fear-of-the-regime-has-now-gone-how-big-a-risk-does-the-cockroach-movement-pose-to-indias-bjp

18 Best Things To Do This Weekend In SG (31st July-2nd August 2026)
https://www.google.com/amp/s/thesmartlocal.com/read/things-to-do-this-weekend-singapore/amp/

#MarketMind
#TradingDay:

Communication, intervention & liquidation | Reuters

July 30 (Reuters) - Wall Street rallied strongly on Thursday on renewed optimism around AI, sparked and led by an eye-popping surge in Microsoft shares, as equity investors shrugged off the spike in bond yields following Fed Chairman Kevin Warsh's Wednesday comments on inflation.

In the foreign exchange market, meanwhile, the yen notched one of its best days in years ​on suspected intervention from Japanese authorities.

In my column today, I look at why the bond market was distinctly unimpressed with Warsh's seemingly lukewarm commitment to bringing inflation ‌down and even the Fed's 2% inflation target itself. Allowing the bond market to do the Fed's tightening for it is a risky game to play.


Today's Talking Points
Communication
Intervention
Liquidation


What could move markets tomorrow?
Bank of ⁠Japan interest rate ​decision
China 'official' PMIs (July)
Euro zone inflation (July, flash)
U.S. Federal Reserve officials Beth Hammack, Neel Kashkari, and Lorie Logan may release statements ​explaining their dissents this week
U.S. earnings, including Exxon, Chevron, Colgate-Palmolive

https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-07-30/