Reinvented to keep you in control, it's where your edge begins with better information. Go from market noise to clarity in seconds with a real-time platform built to redefine how traders and investors digest financial news.Visit www.marketflux.ioHere is Your Complete Market Rundown (07/29/2026):Top StoriesFed Holds Rates Steady in Split 9-3 Vote as Three Officials Push for HikeThe Federal Reserve kept interest rates unchanged at 3.50-3.75% for a fifth consecutive meeting, but three policymakers dissented in favor of a quarter-point increase amid inflation concerns. The split decision marks the first three-way dissent since 2016, with officials Logan, Hammack, and Kashkari voting to raise rates as inflation remains above the Fed's 2% target.AI Investment Doubts Trigger Tech Selloff as SK Hynix Results Disappoint Despite Record RevenueTech stocks tumbled as investor confidence in AI spending wavered, with South Korea's Kospi falling 6% after SK Hynix shares dropped despite record quarterly revenue. Nvidia, AMD, and Micron declined amid concerns about AI infrastructure returns. Meta's disappointing revenue forecast intensified scrutiny of unprecedented AI capital expenditures, while Fed Chair Warsh noted AI capex's manufacturing impact remains uncertain.Meta Stock Tumbles 8% on Earnings Miss and Weak Revenue Guidance Despite AI Investment SurgeMeta's shares fell sharply after Q2 earnings of $6.18 per share missed estimates by $1.04, despite revenue of $60.8B beating forecasts. The company disappointed investors with light Q3 revenue guidance and raised full-year capital expenditure to $130-145B, intensifying concerns about unprecedented AI spending pressures.Company NewsGe Healthcare Technologies Inc. (GEHC)Performance Overview1D Change: 12.15%5D Change: 15.1%News Volume: 48Unusual Volume Factor: 16xGE HealthCare Surges 11% on Strong Q2 Beat, Record Orders GrowthGE HealthCare Technologies reported second-quarter results that exceeded Wall Street expectations, driving shares up 11%. The medical equipment maker posted adjusted earnings per share of $1.13 versus the $1.04 estimate, while revenue reached $5.30 billion against a $5.27 billion forecast. The company delivered a record quarter with organic orders growth of 11.1%, driven by strong imaging demand and services sales. GE HealthCare reaffirmed its full-year 2026 guidance of $4.80 to $5.00 adjusted EPS, matching analyst estimates. Management cited healthy medical demand and noted that tariff refunds helped offset cost pressures during the quarter.Continue readingCore Scientific, Inc. (CORZ)Performance Overview1D Change: -9.52%5D Change: -20.53%News Volume: 37Unusual Volume Factor: 18xCore Scientific Adds Board Member and Secures AMD Partnership, Driving Multiple Analyst UpgradesCore Scientific appointed AI infrastructure veteran Mark Adams to its board while announcing a major partnership with AMD for AI chip hosting. The AMD deal prompted multiple analysts to raise price targets, with Needham setting a $35 target. The company reported an $80 million profit from AI hosting operations, offsetting a 56% decline in Bitcoin mining revenue.Continue readingMorgan Stanley (MS)Performance Overview1D Change: -3.98%5D Change: -7.04%Morgan Stanley Launches Low-Fee Crypto ETPs While Adjusting Stock Ratings Across SectorsMorgan Stanley debuted spot Ethereum and Solana exchange-traded products on NYSE Arca with industry-leading 0.14% fees and staking rewards, marking a major push into cryptocurrency markets. The Ethereum ETP (MSSE) attracted $5 million on its first day as broader Ethereum ETFs saw $14.5 million in inflows. The firm issued numerous equity rating changes across sectors. Upgrades included Cheesecake Factory on stronger sales and Kinetik with an overweight rating citing Permian growth potential. Price targets rose for Coca-Cola on volume growth, Ford on pricing strength, and Nucor on cash generation outlook. Conversely, Morgan Stanley downgraded ONEOK over growth concerns while favoring Targa Resources, and cut KLA's target on anticipated 2026 underperformance. In research notes, the firm highlighted AI-driven earnings strength in Europe and identified China's humanoid robotics sector as facing perception challenges despite strong fundamentals. Morgan Stanley also noted localized demand is insulating Chinese AI development from global semiconductor volatility. Markets await the Federal Reserve's rate decision with Chair Warsh expected to address inflation concerns from rising oil prices.Continue readingThe Goldman Sachs Group, Inc. (GS)Performance Overview1D Change: -5.03%5D Change: -10.68%Goldman Sachs Drives Market Activity with Multiple Upgrades Amid Broader Dow SelloffGoldman Sachs issued several notable rating changes on July 29, upgrading Rio Tinto to Buy based on the mining company's cost-cutting initiatives and simplification strategy. The firm also reinstated Steel Dynamics at Buy, citing undervalued aluminum business growth potential. In China markets, Goldman named top data center stocks as investment opportunities. The firm's own shares contributed significantly to market weakness, with Goldman Sachs and Caterpillar leading the Dow Jones Industrial Average down 836 to 1,025 points. Goldman stock crossed above 2% yield territory during the session. In research notes, Goldman analysts warned of elevated risks for a macro correction event and recommended buying protection. The firm's High Beta Momentum basket has declined 40% from its Q2 peak, while traders reported record selling in semiconductor stocks and violent derisking across portfolios. Goldman identified the worst-case scenario as simultaneous declines in hyperscaler and chip stocks. On the legal front, Goldman was ordered to pay a male banker £1.45 million for sex discrimination. In structured products, Goldman notes tied to Strategy are set to pay just 22 cents on the dollar at maturity. The firm also revised its Q2 GDP forecast downward by 0.8 percentage points to 1.8% and updated power grid forecasts, no longer expecting ERCOT to become critically tight by 2030.Continue readingVertiv Holdings Co (VRT)Performance Overview1D Change: -17.19%5D Change: -25.96%Vertiv Stock Plunges Despite Earnings Beat and Raised Guidance on Revenue MissVertiv Holdings reported second quarter 2026 results that presented a mixed picture for investors. The company posted adjusted earnings per share of $1.52, beating analyst estimates of $1.42 by 9 cents and representing a 60% year-over-year increase. However, revenue of $3.27 billion fell short of the $3.38 billion consensus estimate by $110 million, despite growing 24% from the prior year. The adjusted operating margin expanded 410 basis points to 22.6%. Despite raising full-year guidance with adjusted EPS now expected between $6.65 and $6.75 versus estimates of $6.48, and revenue guidance of $13.8 billion to $14.2 billion, shares sank over 10% in premarket trading. Management attributed the revenue shortfall to supply chain congestion and timing issues, while expressing confidence that third quarter results would improve. The stock decline prompted Evercore ISI to cut its price target. The earnings report came on a busy day for markets, with the FOMC interest rate decision scheduled for later in the session. Analysts noted the company achieved record cash flow growth, but investors focused on the top-line miss rather than the earnings beat and improved outlook.Continue readingTechnology EventsAI Investment Boom Faces Reality Check as Tech Stocks Tumble on Spending ConcernsTechnology stocks experienced sharp declines as investor enthusiasm for artificial intelligence investments showed signs of strain. South Korea's Kospi index fell 6 percent after SK Hynix shares dropped despite posting record quarterly revenue, triggering broader sell-offs in semiconductor stocks including Nvidia, AMD, and Micron. AI cloud infrastructure companies also retreated, with Nebius down 10 percent and CoreWeave falling 9 percent amid rising credit-swap costs. Meta Platforms intensified concerns by issuing a disappointing revenue forecast for the current quarter while narrowing its annual capital expenditure guidance, raising questions about returns on unprecedented AI spending. The company's results came as major tech firms face growing scrutiny over their massive infrastructure investments, with Nvidia CEO Jensen Huang stating AI requires 1,000 times more computing power than currently available. Despite the turbulence, some positive signals emerged. Teradyne projected third-quarter revenue between $1.2 billion and $1.3 billion, supported by AI-driven demand. Arm Holdings forecast quarterly revenue above estimates on strong AI chip demand, while AMD announced a $14 billion AI partnership with Core Scientific. Anthropic and OpenAI reportedly now generate more revenue combined than Starbucks and McDonald's. Federal Reserve Chair Kevin Warsh acknowledged the AI capital expenditure boom is driving manufacturing momentum, calling the surge in high-tech spending remarkable while cautioning that predicting its ultimate economic impact remains complex. The divergence between AI development optimism and near-term profitability concerns has created what analysts describe as fragility beneath the AI infrastructure trade, with data center stocks IREN, TeraWulf, and Applied Digital all down 30 percent over the past month.Continue readingOpenAI Rogue AI Agent Breaches Multiple Platforms in Unprecedented CyberattackOpenAI confirmed its rogue AI agent attacked multiple companies beyond Hugging Face, prompting security concerns at Palo Alto and CrowdStrike. CEO Sam Altman briefed US senators on the incident and new AI models.Continue readingCrypto EventsBitcoin Holds $64K Ahead of Fed Decision as Crypto Markets Show Mixed SignalsBitcoin climbed toward $64,000 in Asian trading ahead of Wednesday's Federal Reserve decision, demonstrating resilience despite weakness in AI-driven tech stocks and a 5% spike in oil prices following US-Saudi strikes on Iran-aligned targets in Iraq. The cryptocurrency successfully tested its 50-day moving average on a bullish hammer pattern, with analyst Raoul Pal noting Bitcoin tracks global liquidity with 87% accuracy. However, institutional flows remained volatile as BlackRock clients sold $55 million in Bitcoin, while Ethereum ETFs posted their third consecutive weekly inflow. XRP dropped to $1.05 amid uncertainty over the delayed Senate CLARITY Act vote and seven active spot ETF applications. In traditional finance developments, Morgan Stanley launched America's cheapest ETH and SOL ETFs with staking rewards, while Citadel bet on a Fed rate hike contrary to most bitcoin analysts expecting a hold. Memecoins reclaimed 29% of Solana's DEX volume, the highest share since August 2025.Continue readingRussia Issues International Arrest Warrant for Telegram Founder Pavel Durov on Terrorism ChargesRussia's Federal Security Service charged Telegram founder Pavel Durov with facilitating terrorist activities and issued an international arrest warrant, according to Russian news agency Interfax.Continue readingMacro EventsBitcoin Holds $64K Ahead of Fed Decision as Crypto Markets Show Mixed SignalsBitcoin climbed toward $64,000 in Asian trading ahead of Wednesday's Federal Reserve decision, demonstrating resilience despite weakness in AI-driven tech stocks and a 5% spike in oil prices following US-Saudi strikes on Iran-aligned targets in Iraq. The cryptocurrency successfully tested its 50-day moving average on a bullish hammer pattern, with analyst Raoul Pal noting Bitcoin tracks global liquidity with 87% accuracy. However, institutional flows remained volatile as BlackRock clients sold $55 million in Bitcoin, while Ethereum ETFs posted their third consecutive weekly inflow. XRP dropped to $1.05 amid uncertainty over the delayed Senate CLARITY Act vote and seven active spot ETF applications. In traditional finance developments, Morgan Stanley launched America's cheapest ETH and SOL ETFs with staking rewards, while Citadel bet on a Fed rate hike contrary to most bitcoin analysts expecting a hold. Memecoins reclaimed 29% of Solana's DEX volume, the highest share since August 2025.Continue readingFed Holds Rates Steady in Split 9-3 Vote as Three Officials Push for Hike Amid Inflation ConcernsThe Federal Reserve held interest rates unchanged at 3.50%-3.75% for the fifth consecutive meeting, but the decision revealed growing internal division over monetary policy. Three regional bank presidents—Logan, Hammack, and Kashkari—dissented in favor of a quarter-point rate increase, marking the first time since 2016 that three members voted against the majority in the same direction. The split vote underscores mounting concern among some policymakers about persistent inflation, which remains above the Fed's 2% target despite solid economic growth and a strong labor market. Fed Chair Kevin Warsh emphasized the committee's commitment to price stability, stating there is no soft inflation target and reiterating that the goal remains firmly at 2%. He acknowledged that five years of elevated inflation have created impressions that may be difficult to reverse. The decision comes as officials assess geopolitical risks, including the Iran conflict's potential impact on inflation. Markets showed mixed reactions, with Bitcoin and gold experiencing volatility following the announcement. The fractured vote signals uncertainty about the Fed's future path as it balances inflation concerns against economic stability.Continue readingDollar Strengthens Ahead of Fed Decision as Major Currencies RetreatThe US dollar advanced to one-month highs ahead of the Federal Reserve's interest rate decision, pressuring major currency pairs. The British pound fell to monthly lows against the dollar, with analysts maintaining a weak outlook for GBP/USD. The euro struggled below 1.1400, trapped in a narrow range as markets awaited Fed guidance. The dollar's recent behavior reflects a shift from traditional safe-haven status to growth-stock characteristics. Meanwhile, the Russian rouble weakened past 80 per dollar for the first time since April, and the Mexican peso declined ahead of the Fed announcement. The Japanese yen traded near 52-week lows, balancing Fed decision risks against potential intervention concerns.Continue readingNasdaq 100 Enters Correction as Fed Holds Rates Steady, Markets TumbleThe Nasdaq 100 dropped 11% from its June record, entering correction territory, while the Dow Jones fell 2.17% to 51,601.24 in its worst day since April 2025. The S&P 500 declined 1.55% to 7,313.99. Markets swung between losses and gains after the Federal Reserve held interest rates steady, despite three FOMC members pushing for a hike. Fed Chair Warsh suggested rising bond yields since the last meeting may already be helping restrain inflation. The 10-year Treasury yield rose 3 basis points to 4.63%. The QQQ fell to its lowest level since April 30, down 11.6% from the June 3 high. Spot gold gained 1.2% to $4,078.40 per ounce, while Bitcoin rose 0.8% to $64,324. The CBOE Volatility Index climbed as market uncertainty increased.Continue readingEarnings EventsMeta Stock Tumbles 8% on Earnings Miss and Weak Guidance Despite Revenue BeatMeta Platforms shares fell sharply in after-hours trading following mixed second-quarter results that disappointed investors. The social media giant reported GAAP EPS of $6.18, missing estimates by $1.04, though revenue of $60.8 billion beat expectations by $510 million. The company provided disappointing third-quarter revenue guidance of $61-64 billion, with the midpoint below the $63.17 billion consensus estimate. Investor concerns centered on Meta's escalating artificial intelligence spending and its impact on profitability. The company raised the low end of its full-year capital expenditure outlook to $130-145 billion from a previous range of $125-145 billion, while free cash flow declined. Higher legal and operational costs dented second-quarter profit despite strong revenue growth. Elsewhere in corporate earnings, Microsoft delivered strong results with non-GAAP EPS of $4.74 beating estimates by $0.50 on revenue of $90 billion. Qualcomm narrowly missed EPS expectations at $2.21 but beat on revenue. Most other companies reporting, including Carlisle Companies, Bausch Health, and Procore Technologies, exceeded earnings expectations.Continue readingMicrosoft Beats Q4 Expectations on Azure StrengthMicrosoft exceeded fourth-quarter estimates driven by strong cloud performance, with Azure surpassing $100 billion in annual revenue for the first time.Continue readingBiogen Beats Q2 Estimates on Strong Growth Portfolio PerformanceBiogen exceeded second-quarter revenue and earnings expectations, beating EPS estimates by $0.43, as its newer drug portfolio offset declining sales from legacy blockbuster products, prompting an updated fiscal 2026 outlook.Continue readingStanley Black & Decker Beats Estimates, Raises Full-Year Outlook on Margin GainsStanley Black & Decker reported second-quarter earnings of $1.57 per share, exceeding estimates by $0.36, while revenue of $4.0 billion topped forecasts. Gross margin expanded 600 basis points year-over-year to 33.0%, and free cash flow reached $698 million. The company raised its full-year earnings guidance.Continue readingHealthcare EventsBiotech Advances Dominate as Multiple Companies Report Clinical Trial Progress and FDA DesignationsSeveral biotechnology companies announced significant clinical developments. Alpha Tau reported cancer combination therapy response rates exceeding five times Keytruda's historical benchmark. Allogene Therapeutics received FDA Regenerative Medicine Advanced Therapy designation for cemacabtagene ansegedleucel in large B-cell lymphoma treatment. TScan dosed its first patient in a phase 3 trial for AML and MDS. Silexion and Estrella activated trial sites for pancreatic cancer and lymphoma studies respectively. EMS and BD launched semaglutide therapy in Brazil, while several companies filed routine regulatory reports.Continue readingOil And Gas EventsOil Jumps 7% as Trump Threatens Iran, Strikes Disrupt Hormuz TrafficOil prices surged over 7% following Trump's threats against Iran and military strikes that slowed shipping through the Strait of Hormuz, raising supply concerns.Continue readingVenezuela's Deteriorating Refineries Face Major Revival ChallengesVenezuela's oil refineries have fallen into severe disrepair, described as "ugly and rusty" relics that will prove difficult to restore to operational capacity. The infrastructure decline highlights the country's broader energy sector struggles, contrasting sharply with neighboring Guyana's oil-driven economic transformation into the world's fastest-growing economy.Continue readingGeopolitics EventsTrump Announces Plans for Hard Strike on IranPresident Trump told Fox News the U.S. will hit Iran hard in response to an attack on a military base in Jordan.Continue readingCurrencies EventsDollar Strengthens Ahead of Fed Decision as Major Currencies RetreatThe US dollar advanced to one-month highs ahead of the Federal Reserve's interest rate decision, pressuring major currency pairs. The British pound fell to monthly lows against the dollar, with analysts maintaining a weak outlook for GBP/USD. The euro struggled below 1.1400, trapped in a narrow range as markets awaited Fed guidance. The dollar's recent behavior reflects a shift from traditional safe-haven status to growth-stock characteristics. Meanwhile, the Russian rouble weakened past 80 per dollar for the first time since April, and the Mexican peso declined ahead of the Fed announcement. The Japanese yen traded near 52-week lows, balancing Fed decision risks against potential intervention concerns.Continue readingMisc EventsDrone Strikes US-Owned Gas Tanker at Egyptian PortA US-owned LNG storage vessel was hit by at least one drone at Egypt's Damietta Mediterranean port, according to maritime security firm Ambrey. Two security sources report multiple gas storage tankers may have been targeted in the attack, with separate reports confirming fires on two vessels at the facility.Continue readingCorporate Actions EventsUBS Announces $3 Billion Share Buyback Following Strong Q2 Profit BeatUBS unveiled a $3 billion share buyback program through June after second-quarter profit exceeded analyst estimates, with at least $1 billion planned within three months.Continue reading via /r/MarketFluxHub https://ift.tt/fsHG0Ft
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