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Earnings Week to Spotlight Nvidia's Vulnerability Amid Chip Sell-off

Nvidia's recent loss of its title as the largest market-cap company to Apple underscores a key moment for the tech sector. This shift leaves Nvidia vulnerable at a time when its stock is showing signs of weakness ahead of important earnings announcements. The broader …

Vinay Lochav | 29 July 2026

European Shares Steady Amid Tech Sector Weakness, US-Iran Optimism

European shares have demonstrated stability as the tech sector faces challenges while market sentiment is buoyed by optimism surrounding US-Iran relations. The balance between declining tech stocks and favorable geopolitical developments has led to a relatively steady performance in broader European equities. This conflicting …

Vinay Lochav | 29 July 2026

Google’s Negative Free Cash Flow Raises Concerns for Amazon, Meta, and Microsoft

Google’s recent report indicating negative free cash flow and an uptick in capital expenditure has triggered skepticism towards Amazon, Meta, and Microsoft as they prepare to report earnings. This backdrop has intensified investor caution across the technology sector, highlighting ongoing concerns about profitability amidst …

Vinay Lochav | 29 July 2026

KLA Corporation (NASDAQ: KLAC) Reports Q4 Profit Growth With $1.05 EPS

KLA Corporation (NASDAQ: KLAC) recently reported impressive financial results for its fourth quarter, with a non-GAAP earnings per share (EPS) of $1.05, comfortably ahead of a consensus estimate of $1.02. In addition, the company achieved total revenues of $3.66 billion, reflecting strong demand and …

Vinay Lochav | 29 July 2026

Alphabet Stock Gains Amid Chip Sector Decline, 200-Day Moving Average Surpassed

Alphabet's stock surged as investors sought refuge from a notable sell-off in the semiconductor sector. The recent volatility in chip stocks, with the KOSPI index plunging nearly 11%, has prompted cautious sentiment among investors. In stark contrast, Alphabet’s stock has emerged as an attractive …

Vinay Lochav | 29 July 2026

Apple (NASDAQ: AAPL) Touches $5 Trillion Milestone Amid Strong Year-to-Date Gains

Apple Inc. (NASDAQ: AAPL) has reached a significant milestone by exceeding a market capitalization of $5 trillion for the first time. This achievement highlights the company's impressive year-to-date growth of 25.5%, solidifying its position as a prominent player in the technology sector for investors.Key …

Vinay Lochav | 29 July 2026

Meta Platforms Expected to Boost 2026 CapEx Outlook Beyond $145B

Meta Platforms is on the precipice of announcing its second-quarter financial results, with a keen focus on its capital expenditures outlook for 2026. Analysts predict that the company will adjust its forecast, which previously ranged from $125 billion to $145 billion. This potential revision …

Vinay Lochav | 29 July 2026

Apple (NASDAQ: AAPL) Authorizes $100 Billion Buyback Amid Market Valuation Surge

Apple Inc. (NASDAQ: AAPL) has reclaimed its status as the world's most valuable public company, with shares rising 0.8% to $339.60. The company's robust performance has investors optimistic, bolstered by a sizable $100 billion share buyback and a 4% increase in its quarterly dividend …

Vinay Lochav | 29 July 2026

QatarEnergy Extends Force Majeure on LNG Cargoes, Affects Supply Chain

Disruption of LNG Shipments by QatarEnergy

Vinay Lochav | 29 July 2026

Oil Prices Fall 5% as US, Iran Pause Hostilities Over Weekend

Geopolitical Developments and Oil Prices

Vinay Lochav | 29 July 2026
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