TradingKey

TradingKey - During the Asia-Pacific session on July 30, Samsung Electronics disclosed its Q2 2026 financial results and held an earnings call. Operating profit for the quarter reached 89.49 trillion KRW (approximately $62 billion), representing a year-on-year increase of 1,813.8% and marking a record high for the third consecutive quarter. Samsung now ranks first among global semiconductor manufacturers in terms of quarterly earnings.

TradingKey - Microsoft (MSFT) earnings proved to the market that large-scale AI investment does not mean profitability is being eroded. Azure and other cloud services revenue grew 43% year-over-year, significantly exceeding market estimates and driving Azure’s annual revenue past the $100 billion mark for the first time. Boosted by the strong earnings report, Microsoft shares surged 8.88% in after-hours trading.

TradingKey - SanDisk stock has plunged over 50% from its peak as China's memory chip expansion raises supply concerns ahead of the company's August 5 earnings report.

TradingKey - Boeing stock fell over 4% despite beating Q2 revenue estimates. Analysts remain bullish as aircraft deliveries improve and 777X certification nears.

TradingKey - During the Asian trading session on July 30, Japanese and South Korean stock markets diverged in early trading. SK Hynix fell nearly 5%, Samsung rose more than 1%, and Kioxia climbed over 5%.

TradingKey - Pressured by a triple whammy of negative factors—escalating geopolitical tensions, the Fed’s tightening policy, and a cooling AI narrative—the three major U.S. stock indices all plunged on Wednesday.

On July 29 Eastern Time, Meta Platforms (META) saw its share price drop over 7% to $541.44 during post-market trading following the release of its second-quarter 2026 financial results. During the period, Meta reported revenue of $60.801 billion, a 28% year-over-year increase, slightly exceeding market expectations of $60.17 billion. The advertising business experienced growth in both volume and pricing, with ad impressions across the Family of Apps rising 14% year-over-year and the average price per ad increasing 12% year-over-year.

Microsoft (MSFT) released its fiscal second quarter 2026 earnings after the US market close on July 29, Eastern Time. Overall, the results delivered a "triple beat," with revenue, profit, and Azure growth all exceeding expectations. Following the announcement, Microsoft's after-hours share price jumped more than 4% at one point; as of press time, it remained up 2.47% at $400.20.

Three regional Fed presidents supporting a rate hike at the policy meeting, along with President Trump’s statement that the U.S. military would respond forcefully to Iran, dampened market sentiment. The three major U.S. indices saw losses widen following the meeting, with memory and chip stocks leading the declines while software stocks showed resilience. At the close, the Dow Jones Industrial Average fell 2.19% to 51,594.14 points; the Nasdaq Composite Index dropped 1.74% to 24,442.94 points; and the S&P 500 Index fell 1.52% to 7,316.15 points.

On July 29, Eastern Time, the Federal Reserve announced the results of its July interest rate decision. The Federal Open Market Committee (FOMC) voted 9-3 to maintain the target range for the federal funds rate at 3.5%–3.75%, in line with mainstream market expectations. Notably, this meeting saw a rare three dissenting votes against maintaining the current interest rate, marking the first time since 2016 that the Fed has recorded three dissents in the same direction within a single policy decision.

On July 29 (ET), Tesla (TSLA) fell below the $300 mark, hitting a near one-year low. Reportedly, during an earnings call, Tesla executives stated that the production line for the Optimus humanoid robot in Fremont will start at the end of 2026, with a long-term planned annual capacity of 1 million units, while the second line in Texas has a long-term total annual capacity target of 10 million units. However, Ross Gerber, CEO of investment firm Gerber Kawasaki, warned that it may take a long time for Elon Musk to achieve commercial success with the Tesla Optimus robot, as it is not only difficult to manufacture but also unlikely to generate revenue in the short term.

IBM bounced 5.6% Monday from its $201.60 post-earnings low and is approaching the $233 50 EMA resistance. Q2 confirmed software +5%, mainframe -42%, and guidance of 4-5% growth. The securities investigation remains active. RSI at 65 approaching overbought.

On July 29, Eastern Time, driven by the continuous escalation of geopolitical conflicts in the Middle East and significantly heightened risks to the global energy supply chain, international crude oil prices reversed their recent downward trend and rose once again. As events such as the Yemeni Houthi rebels' attack on Saudi tankers and joint US-Saudi strikes against pro-Iranian militias in Iraq continued to unfold, the Strait of Hormuz and the Red Sea—two critical shipping routes—faced simultaneous pressure. Rapidly mounting market concerns regarding crude oil supply disruptions led to a renewed strengthening of oil prices. As of press time, Brent crude (UKOIL) rose 6.64%, reclaiming the $90 threshold, while WTI crude (USOIL) rose 6.61% to $84.5.

Qualcomm reports Q3 FY2026 tonight after close. Consensus: EPS $2.22, revenue $9.71B (-6.6% YoY). Polymarket gives 90.5% beat probability. Automotive hit a record $1.3B last quarter. Four consecutive beats. At $164, here is what tonight must show.

Microsoft is under investigation by the UK’s Competition and Markets Authority (CMA) over allegations of product bundling and price increases related to automatic renewals.

TradingKey - A recent research report from J.P. Morgan indicates that the large-scale deleveraging in the South Korean market, triggered by leveraged ETFs, is nearing its end. As passive selling pressure gradually subsides, the South Korean stock market is poised for a phased recovery, with the technology and semiconductor sectors likely to be the primary beneficiaries of the rebound.

NVIDIA fell to $195 Tuesday, down 5.5%, extending the selloff from $206. Barron's says NVDA is the cheapest it has been since 2015. BofA calls it a unique durable growth franchise. A Taiwan chip smuggling investigation was opened. At $195, here is what to watch.

Meta’s stock price rebounded slightly ahead of its earnings release, but a further upward revision in capital expenditures could cause the stock to extend its decline.

U.S. stock index futures were mixed in pre-market trading on Wednesday ET. Market focus is centered on the Federal Reserve's July interest rate decision and after-hours earnings from Microsoft and Meta. Meanwhile, escalating tensions in the Middle East have pushed oil prices higher, and a slight uptick in Treasury yields has kept risk appetite cautious.

Microsoft reports Q4 FY2026 today after close. Consensus: $87.67B revenue, $4.24 EPS. Azure guided 39-40%. FY2027 capex just disclosed at $255-260B - well above the $190B for 2026. At $397, here is what tonight must answer.