AM Edition

    Premarket briefing for 2026-07-29

    Released 2026-07-29 12:04 UTC. This version is kept as released.

    Changed since 2026-07-28

    Newly exposed assetsAMD, CAT, CVX, DANOY, DGS10, JPM, KO, META, MU, NOV, RCL, RWR, SMERY, SNDK, TLT, TMO, TSLA, UNH, WTI, XLRE
    No longer in focusASML, DXY, NEE
    New event typescentral bank, commodities, supply chain
    #EventTypeExposed
    1Federal Reserve Expected to Maintain Rates Despite Inflation Pressure
    Sources: The Federal Reserve Should Raise Interest Rates Today, but It Won't (2026-07-29)
    		central bankDGS10, TLT
    2OPEC+ Expected to Pause Production Hikes Through Year-End
    Sources: OPEC+ Is About to Pause Oil Output Hikes (2026-07-28)
    		commoditiesWTI, CVX
    3Alphabet and Meta Signal Massive AI Infrastructure Expansion
    Sources: Huge News for Alphabet Stock Investors (2026-07-29)
    		corporateGOOGL, NVDA, CAT
    4Nvidia and SK Hynix Form Strategic HBM Supply Partnership
    Sources: The Motley Fool (2026-07-28)
    		supply chainNVDA
    5Meta in Talks for $10B AI Compute Lease to Anthropic
    Sources: The Motley Fool (2026-07-29)
    		corporateMETA
    6Dimon Warns of Geopolitical and Inflation Risks Despite Record JPM Profit
    Sources: The Motley Fool (2026-07-28)
    		market structureJPM
    7Caterpillar Backlog Hits $63B on AI Data Center Power Demand
    Sources: The Motley Fool (2026-07-29)
    		supply chainCAT
    8SpaceX Market Value Drops $1T Since June IPO
    Sources: The Motley Fool (2026-07-29)
    		market structureSPCX
    9Sandisk Valuation Gap Widens Following 23% Two-Day Sector Selloff
    Sources: The Motley Fool (2026-07-29)
    		market structureSNDK
    10Tesla Highlights Micron Memory Allocation Amid Global Shortage
    Sources: The Motley Fool (2026-07-29)
    		supply chainMU
    11Royal Caribbean Raises EPS Guidance Despite Revenue Headwinds
    Sources: The Motley Fool (2026-07-29)
    		earningsRCL
    12AMD Targets $100B Revenue by 2028 on AI Accelerator Contracts
    Sources: The Motley Fool (2026-07-29)
    		earningsAMD
    13Tesla Q2 Capex Surges 142% as Model S/X Lines Pivot to Optimus
    Sources: The Motley Fool (2026-07-28)
    		corporateTSLA
    14Coca-Cola Hits All-Time High on World Cup Marketing Success
    Sources: The Motley Fool (2026-07-28)
    		earningsKO
    15UnitedHealth Rebounds to $428 as Medical Loss Ratios Stabilize
    Sources: The Motley Fool (2026-07-28)
    		earningsUNH
    16NOV Inc. Q2 Earnings Benefit from $40M Tariff Refund
    Sources: GlobeNewswire Inc. (2026-07-28)
    		earningsNOV
    17RWR Outperforms XLRE by 10% as Diversified REITs Lead Real Estate
    Sources: The Motley Fool (2026-07-29)
    		market structureRWR, XLRE
    18AGC Biologics Secures Multi-Million Dollar Contract for Japan Site
    Sources: GlobeNewswire Inc. (2026-07-28)
    		corporateTMO
    19Danone H1 Sales Grow 3.5% as Operating Margins Expand to 13.3%
    Sources: GlobeNewswire Inc. (2026-07-29)
    		earningsDANOY
    20Siemens Energy Upgrades to OTCQX as U.S. Order Intake Hits 29%
    Sources: GlobeNewswire Inc. (2026-07-29)
    		corporateSMERY
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.