#FundFlow
Global equity fund inflows surge to three week highs

July 31 (Reuters) - Global equity fund inflows rose to their highest in three weeks during the week to July 29, as investors snapped up technology sector funds during a market downturn, anticipating that ‌the AI-driven advance has further to go.
Investors bought global equity funds worth a net $27.21 billion in their largest weekly net purchase since July 8, LSEG Lipper data showed.

Technology shares came under pressure after Alphabet (GOOGL.O), opens new tab and Tesla (TSLA.O), opens new tab ​reported negative cash flows last week.

However, global stocks rose ⁠about 1.5% on Thursday, after strong results from Microsoft (MSFT.O), opens new tab and Amazon (AMZN.O), opens new tab eased investor ​concerns about heavy capital spending across the sector.

Investors poured $11.83 billion into ​U.S. equity funds during the week, reversing combined outflows of $10.68 billion over the previous two weeks.

European and Asian equity funds also attracted $7.79 billion and $5.37 billion, respectively in ​net inflows...

Investors poured $5.67 billion into technology-sector funds for their largest weekly net purchase since July 8. They also bought $2.1 billion in financial-sector funds and $766 ‌million ⁠in consumer staples funds...

Money market funds stayed out of favor ​for ⁠a third consecutive week, posting net outflows of $6.55 billion.

Gold and other precious-metals funds attracted net inflows of $281 million, extending their winning streak to three ⁠weeks.

https://www.reuters.com/business/autos-transportation/global-markets-flows-graphic-2026-07-31/

3 brilliant quotes on the challenge of valuing companies
https://finance.yahoo.com/economy/article/3-brilliant-quotes-on-the-challenge-of-valuing-companies-123224694.html

Leopold Aschenbrenner just learned Wall Street's oldest lesson

https://finance.yahoo.com/markets/article/leopold-aschenbrenner-just-learned-wall-streets-oldest-lesson-chart-of-the-day-120146045.html

The tech stock dumpster fire should remind you of this important investing lesson
https://finance.yahoo.com/markets/article/the-tech-stock-dumpster-fire-should-remind-you-of-this-important-investing-lesson-123000193.html

No B.S. Just Charts. Gareth Soloway breaks down the silver cycle and stacks the current chart against the 2010 to 2011 cycle to project where silver and gold head next.

Gareth walks through why gold and silver underperformed last week despite a sharp drop in the U.S. dollar, from 101.63 down to 99.78 on the DXY. He explains that this is a rate story, not a dollar story, and lays out a unique angle most analysts skip: rising yields are competing with gold for capital right now, but the reason yields are climbing matters more than the move itself. If the long end is signaling that the market no longer believes in U.S. fiscal responsibility, that the government will have to print to service its debt, then that is deeply bullish for gold and silver over the long term.

Gareth then splits the screen and lines up silver's current cycle against the 2010 to 2011 peak. He maps the matching structural beats, the blow-off top, the base plate, the flush and bounce sequence along the same zone, and the retrace back to the scene of the crime. The rhyme points to one more leg lower, with a potential move toward the $50 zone before a long-term bottom sets up. He puts the probability near 70%, stays honest about what invalidates it, and explains why cycles rhyme in the first place: emotion is the same in 2026 as it was in 2011, 1980, or 1500.

Gareth also shares how he is positioned, already holding long-term physical gold and silver, waiting on price to add heavily into that final flush.

Verify chapter timestamps against the final edited cut before publishing.

CHAPTERS:
0:00​ Gold and Silver: Where We Are in the Cycle
0:38​ Why Metals Lagged the Dollar Drop Last Week
2:35​ How Rising Yields Compete With Gold
3:39​ The Real Reason Yields Are Climbing
4:37​ Gold Chart: Breakout Attempt and the Retrace Setup
5:55​ Silver Chart: Still Signaling Weakness
6:11​ Splitting the Screen: The 2011 Cycle Overlay
8:59​ Where We Sit in the Cycle Right Now
9:52​ Cycles Rhyme, They Don't Repeat Tick for Tick
12:00​ The $255 Silver Question and the Long-Term Bull Case
13:30​ How Gareth Is Positioned

Join Gareth's Top Squad for members-only videos and premium analysis:

https://youtu.be/Jjz4jt9YWGQ?is=_qvdQd-01mpL44Et

Bond vigilantes are doing the Fed's dirty work:
#Chart of the Day

https://finance.yahoo.com/markets/article/bond-vigilantes-are-doing-the-feds-dirty-work-chart-of-the-day-114805136.html

As traffic in Strait of Hormuz drops, Trump says he doesn't know when US can loosen Iran's grip
https://finance.yahoo.com/markets/article/as-traffic-in-strait-of-hormuz-drops-trump-says-he-doesnt-know-when-us-can-loosen-irans-grip-195408059.html

Did Apple just signal a bottom in momentum-driven memory chip stocks?
https://finance.yahoo.com/markets/article/did-apple-just-signal-a-bottom-in-momentum-driven-memory-chip-stocks-184019981.html

#WeekAhead
The July jobs report, SpaceX earnings, and AI struggles: What to watch this week

After last week's busiest five-day stretch of the quarter, investors will get only a small amount of relief this week. Several banner items on the agenda include the monthly nonfarm payrolls on Friday and SpaceX's (SPCX) first earnings report as a public company on Tuesday.

The S&P 500 (^GSPC) closed out Friday up 0.7%, for a gain of roughly 1.1% on the week, while the Dow (^DJI) picked up 0.5% on Friday to close the week on a similar performance of roughly 1%. The Nasdaq (^IXIC), continuing its rebound, ended Friday up 1% for a weekly gain of 1.6%.

https://finance.yahoo.com/markets/article/the-july-jobs-report-spacex-earnings-and-ai-struggles-what-to-watch-this-week-100000237.html

AI Models From OpenAI Just Went Rogue. Here's Why That's a Potential Threat to Crypto.
https://finance.yahoo.com/markets/crypto/articles/ai-models-openai-just-went-165400713.html

Why SPX Technologies Stock Surged on Friday
https://finance.yahoo.com/markets/stocks/articles/why-spx-technologies-stock-surged-165328093.html

Applied Materials Rose 15% on Thursday and Is Still More Than 30% Below Its High. It Reports on Aug. 13.
https://finance.yahoo.com/markets/stocks/articles/applied-materials-rose-15-thursday-164600333.html

Microsoft’s AI Cybersecurity Push Could Become a Major Growth Driver for MSFT Stock
https://finance.yahoo.com/technology/ai/articles/microsoft-ai-cybersecurity-push-could-160912618.html

Is Apple Stock a Buy on the Dip as iPhone Sales Surge?
https://finance.yahoo.com/markets/stocks/articles/apple-stock-buy-dip-iphone-123500089.html

Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks
https://finance.yahoo.com/technology/ai/articles/jensen-huang-says-chip-industrys-122300506.html

Abbott Laboratories vs. Eli Lilly: Which Healthcare Stock Is a Better Buy in 2026?
https://finance.yahoo.com/healthcare/articles/abbott-laboratories-vs-eli-lilly-121534390.html

SpaceX Stock May Be Down 51%, But It's Still Outperforming These 2 Other Recent IPOs
https://finance.yahoo.com/markets/stocks/articles/spacex-stock-may-down-51-120500003.html

Nvidia Has $500 Billion in AI Chip Bookings Covering 2025 and 2026, a Backlog Investors Can Track for Future Revenue
https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-chip-111000728.html

U.S. Air Force Taps Rocket Lab to Sell It 12 Hypersonic Missiles for $266 Million. Here's What Investors Need to Know.
https://finance.yahoo.com/markets/stocks/articles/u-air-force-taps-rocket-092500164.html

Nebius and CoreWeave Stocks are Plummeting. Is It Time to Buy the Dip?
https://finance.yahoo.com/markets/stocks/articles/nebius-coreweave-stocks-plummeting-time-092000735.html

#WeekAhead
What to Expect in Markets this Week: SpaceX’s First Earnings Report; Earnings From Chip and Memory Giants

Elon Musk gets plenty of attention. He'll get even more this week.

SpaceX is set to issue its first quarterly earnings report as a public company Tuesday afternoon, calling attention to Silicon Valley's surging investment in AI and the supply chain supporting the buildout. The results will follow a volatile seven weeks for Elon Musk's newly public moonshot.

https://finance.yahoo.com/markets/stocks/articles/expect-markets-week-spacex-first-090000846.html