Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.
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As a group, analysts tracking the coffee giant are expecting a dip in revenue, but an improved earnings per share figure.
Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.
A brutal year for Tesla investors is getting even more brutal.
July 28 (Reuters) - The Nasdaq opened lower on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
Investing.com - U.S. stock futures were mixed on Tuesday as renewed concerns over artificial intelligence spending weighed on semiconductor stocks ahead of a pivotal week featuring mega-cap technology earnings and the Federal Reserve’s latest interest rate decision.
Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.
Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.
PayPal stock cratered earlier this year. Now, the fintech seeks to prove that its ‘strategic reorganization’ is yielding results.
US equity futures traded without a clear direction on Tuesday as investors prepared for a pivotal week of corporate earnings, while attention also turned to the Federal Reserve’s policy meeting and ongoing geopolitical developments in the Middle East. By 07:43 GMT, Dow Jones futures were up 41 points, or 0.
Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.
Who's ready for another round of tariffs?
Investors were betting the S&P 500’s next leg higher would come from a broader rally, with more cyclical and speculative stocks joining the biggest winners. Morgan Stanley sees something else. Instead of spreading the risk, investors are apparently retreating toward high-quality ...
SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift

<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>
United Parcel Service will report its second-quarter results on Tuesday, with Wall Street expecting growth in sales and earnings.
Coca-Cola is scheduled to report second-quarter earnings before the market opens on Tuesday, kicking off another closely-watched quarter for the global beverage giant. For the quarter ended in June, Wall Street analysts polled by Factset expect Coca-Cola to report adjusted earnings of 93 cents a share on revenue of $13.2 billion, representing 6.9% and 4.4% growth, respectively, from a year earlier. In the first quarter, Coca-Cola’s adjusted earnings rose 18% from a year ago to 86 cents a share, while revenue climbed 12% to $12.5 billion, both topping expectations.