Rolling last 48 hours · updated 2026-07-19 02:03Z

Today across assets

Events crossing multiple asset classes in the last 48 hours: rates ↔ equities ↔ FX ↔ commodities.

2026-07-17TSM Capex Hike Triggers Fourth Day of Semiconductor Lossescorporate
2026-07-17Hyperscaler Capex Commitments Signal Sustained AI Infrastructure Demandcorporate
2026-07-17TSMC Capex Hike to $60-64B Triggers Semiconductor Profitability Sell-offcorporate
2026-07-17Cooling Inflation to 3.5% Provides Tailwind for Rate-Sensitive REITsmacro_data
2026-07-17Cooling Inflation to 3.5% Positions Realty Income as Rate-Sensitive Beneficiarymacro_data
2026-07-17Adams Natural Resources Fund Reports 18.4% H1 Return on Energy Strengthmacro_data
2026-07-17Sandisk Surges 3,700% from Lows on $42B AI Memory Supply Contractssupply_chain
2026-07-17Sandisk Secures Long-Term NAND Supply Agreement with Metasupply_chain
2026-07-17Vanguard and State Street Growth ETFs Signal Divergent Sector Riskmarket_structure
2026-07-17Columbia Financial Raises $1.67B to Fund Northfield Bancorp Acquisitioncorporate
2026-07-17Adams Diversified Equity Fund Reports 10.8% H1 Return, Beats Categorymarket_structure
2026-07-17Columbia Financial Completes $1.67B Offering; Acquires Northfield Bancorpcorporate
2026-07-17Adams Natural Resources Fund Reports 18.4% H1 Return, Outperforming Benchmarkmacro_data
2026-07-17Indium Phosphide Wafer Market Projected to Triple by 2035 on AI Demandcommodities

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