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

Today in geopolitics

Every geopolitical event moving markets in the last 48 hours, with transmission paths and affected assets.

2026-07-17Buffett Indicator Hits Record 238.5% as Market 'Gambling' Risesmarket_structure
2026-07-17TSM Capex Hike Triggers Fourth Day of Semiconductor Lossescorporate
2026-07-17Hyperscaler Capex Commitments Signal Sustained AI Infrastructure Demandcorporate
2026-07-17IBM Plummets 25% as Enterprise Spending Shifts to AI Hardwareearnings
2026-07-17TSMC Capex Hike to $60-64B Triggers Semiconductor Profitability Sell-offcorporate
2026-07-17IBM Erases $67B in Value After Customers Shift Spend to AI Infrastructureearnings
2026-07-17IBM Erases $67B in Value as Customers Pivot from Software to AI Hardwareearnings
2026-07-17Alphabet Drops 2% on Reports of Gemini 3.5 AI Model Delaysearnings
2026-07-17Cooling Inflation to 3.5% Provides Tailwind for Rate-Sensitive REITsmacro_data
2026-07-17SpaceX Falls Below $135 IPO Price Amid Broad Tech De-Riskingmarket_structure
2026-07-17Cooling Inflation to 3.5% Positions Realty Income as Rate-Sensitive Beneficiarymacro_data
2026-07-17SpaceX Falls Below $135 IPO Price; Historical Data Suggests Near-Term Pressuremarket_structure
2026-07-17Boeing June Deliveries Hit Post-2018 High, Signaling Production Recoverycorporate
2026-07-17SpaceX Falls Below $135 IPO Price; Analysts Warn of 50% Downside Riskmarket_structure
2026-07-17SpaceX Falls Below $135 IPO Price Amid Starship Launch Delaymarket_structure
2026-07-17Netflix Plummets as Q3 Guidance Signals Slowest Growth in 3 Yearsearnings
2026-07-17AST SpaceMobile Plunges 16.5% on $1 Billion Convertible Note Offeringcorporate
2026-07-17Adams Natural Resources Fund Reports 18.4% H1 Return on Energy Strengthmacro_data
2026-07-17Boeing June Deliveries Hit 64 Jets, Best First Half Since 2018macro_data
2026-07-17Amazon AWS Backlog Faces Concentration Risk from AI Startupsearnings
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
2026-07-17Boeing Delivers 64 Jets in June; Best First-Half Performance Since 2018earnings
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
2026-07-17FDA Grants Traditional Approval to Novartis Fabhalta for IgAN Kidney Diseaseregulation
2026-07-17General Fusion Rallies 21% in Nasdaq Debut as First Public Fusion Companycorporate
2026-07-17AST SpaceMobile Plunges 16% on $1B Convertible Note Offeringcorporate
2026-07-17FDA Grants Traditional Approval to Novartis Fabhalta for IgAN Treatmentregulation
2026-07-17IPG Photonics to Acquire Lumibird Medical for €300M to Expand Laser Platformcorporate
2026-07-17Adams Diversified Equity Fund Reports 10.8% H1 Return, Beats Categorymarket_structure
2026-07-17General Fusion Rallies 21% in Nasdaq Debut as First Public Fusion Firmcorporate
2026-07-17Columbia Financial Completes $1.67B Offering; Acquires Northfield Bancorpcorporate
2026-07-17Credo Technology Insiders Sell $43M in Stock Following 120%+ Rallycorporate
2026-07-17RENK Group Acquires David Brown Defence to Strengthen Naval Market Positioncorporate
2026-07-17IPG Photonics to Acquire Lumibird Medical for €300 Millioncorporate
2026-07-17Adams Natural Resources Fund Reports 18.4% H1 Return, Outperforming Benchmarkmacro_data
2026-07-17Lemonade Increases Risk Retention as AI Loss Ratio Improves to 62%corporate
2026-07-17RENK Group Acquires David Brown Defence to Strengthen Naval Positioncorporate
2026-07-17Indium Phosphide Wafer Market Projected to Triple by 2035 on AI Demandcommodities

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