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Fed Holds Rates Steady for Fifth Meeting as Three Officials Dissent Toward a Hike

The Federal Reserve left the federal funds rate unchanged at 3.50% to 3.75% for a fifth consecutive meeting in July 2026, an outcome in line with broad market expectations even though investors had assigned roughly a one-in-three probability to a surprise rate hike heading …

Vinay Lochav | 29 July 2026

New Business Applications Rise 15% as AI Fuels Solo Entrepreneurship Boom

More Americans are starting new businesses, but today's entrepreneurs are notably less likely to plan for hiring workers compared with prior years. According to a report from Bank of America Institute released this week, new business applications rose approximately 15% year over year as …

Vinay Lochav | 29 July 2026

10-Year Treasury Yield Holds Gains at 4.64% After Fed Holds Rates Amid Dissent

The yield on the US 10-year Treasury note edged up to 4.64% on Wednesday, holding onto earlier gains after the Federal Reserve left the federal funds rate unchanged, an outcome broadly in line with market expectations despite lingering uncertainty heading into the decision. Markets …

Vinay Lochav | 29 July 2026

Tech Services, Hardware, and Semiconductor Names Rip Higher as GRMN Explodes 19.5%, EXLS and CTSH Post Double-Digit Gains, and Clear Secure, EPAM, ServiceNow, and ServiceTitan All Surge

Today's session delivered an aggressive, broad-based rally across IT services, consumer hardware, and semiconductor names. Garmin (NYSE: GRMN) led the entire group with a nearly 20% gap higher on a decisive breakout, while ExlService Holdings (NASDAQ: EXLS) and Cognizant (NASDAQ: CTSH) both posted gains …

Vinay Lochav | 29 July 2026

Medtech & Pharma Majors Rally in Unison as IQV Explodes 13.9% on Earnings, While BDX, ZBH, SNN, GSK, and MDT All Reclaim Their EMAs

Today's session delivered a broad, decisive rally across the healthcare and medtech complex. IQVIA Holdings (NYSE: IQV) was the standout, surging nearly 14% on heavy volume to break out to fresh highs, while Becton Dickinson (NYSE: BDX), Smith & Nephew (NYSE: SNN), Zimmer Biomet …

Vinay Lochav | 29 July 2026

Industrials, Tech Hardware, and Defense Names Surge Together as CLS Rockets 9.5%, ZBRA Breaks Out, and Boeing, Axon, HII, Sony, and Embraer All Post Strong Gains

Today's session brought a powerful, broad-based rally across an eclectic mix of industrials, aerospace, defense, and hardware names. Celestica (NYSE: CLS) led the group with a near-10% surge on heavy volume, while Zebra Technologies (NASDAQ: ZBRA) broke out to its best levels since last …

Vinay Lochav | 29 July 2026

KLA Corporation (NASDAQ: KLAC) Records One of Its Biggest Monthly Drops: Semiconductor Equipment Stock Under the Lens

KLA Corporation (NASDAQ: KLAC) has recorded one of the steepest monthly declines in its history as a public company. Shares peaked at an all-time high near 307 dollars on June 30, following a ten for one stock split completed earlier that month. Within four …

Vinay Lochav | 29 July 2026

A Second DeepSeek Moment: Moonshot AI's $35Bn Valuation and What It Means for US Markets

Moonshot AI, the Beijing-based developer behind the Kimi assistant, has closed a financing round valuing the company at $35 billion on proceeds of $3.5 billion, well past its initial target of $1 billion to $2 billion. Talks are already underway for a further round …

Vinay Lochav | 29 July 2026

Xcel Brands (NASDAQ:XELB) Expands Its Celebrity-Led Brands, Can Social Commerce Drive a Turnaround?

Xcel Brands (NASDAQ:XELB) has spent the summer of 2026 signing new licensing deals for celebrity-fronted labels, from supermodel Coco Rocha's OFF/DUTY line to a Christie Brinkley home-decor collaboration. The micro-cap brand-management firm is betting that livestream shopping and social commerce can reignite growth. Yet …

Vinay Lochav | 29 July 2026

BTC Digital (NASDAQ:BTCT) Raises Capital for AI Compute, Is the Former Crypto Miner Building Its Next Growth Engine?

BTC Digital Ltd. (NASDAQ:BTCT) is attempting one of the boldest reinventions in the small-cap crypto space: turning a struggling Bitcoin miner into an AI computing landlord. At last closing, the company closed a private placement that could deliver up to $28 million, earmarked for …

Vinay Lochav | 29 July 2026
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