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South Korea's July exports rose 59% year over year, beating expectations and extending a chip-led streak — though growth cooled from June's record 70.7%. Semiconductor shipments surged 180.6% in the first 20 days of the month.
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Global M&A hit a record $2.8 trillion in H1 2026, up 48% YoY, as mega-deals and AI infrastructure spending reshaped the landscape. Industrial M&A alone reached $173 billion, with mega-deals now accounting for 56% of value, up from 18%.
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Oracle (ORCL) shares surged 4.27% in after-hours trading to $119.90 ahead of its July 28 earnings report. The market is laser-focused on cloud revenue growth, AI infrastructure spending, and the potential impact of a massive Pentagon contract.
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Oil topped $100 a barrel for the first time since May as the 10-year yield hit 4.71%. Kalshi traders are now betting Fed Chair Kevin Warsh will say “shock” in his press conference this week.
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Coinbase shares jumped 4.4% to $165.28 as Bitcoin reclaimed $65,000 ahead of the crypto exchange’s Q2 report. Morgan Stanley named COIN a top buy before earnings, calling it one of the few stocks with room to run.
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Palantir shares surged more than 5% ahead of Q2 earnings, but a Seeking Alpha downgrade to Sell over a 38.3x forward price-to-sales ratio underscores deepening market debate on valuation and AI spending sustainability.
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Boeing reports Q2 earnings before the bell Tuesday, with investors bracing for more cash burn, slashed 737 MAX output, and a cloudy recovery path. The stock is trading at $213.23, up 1.77% on the day.
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Waymo is reportedly planning to end its robotaxi partnership with Uber, a move that sent Uber shares tumbling 4.31% on Friday. The split threatens to upend Uber’s autonomous-vehicle strategy.
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Gold rallied above $4,100 as a weekend pause in US-Iran hostilities sent oil prices tumbling and the dollar lower. The focus now shifts to the Fed’s rate decision and Chair Warsh’s tone on Wednesday.
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SoftBank’s $40 billion unsecured bridge loan for OpenAI has drawn 21 new lenders, including First Abu Dhabi Bank, GIC, and Standard Chartered. The March 2027 maturity is widely seen as a signal that OpenAI’s IPO is imminent.
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MicroStrategy (MSTR) heads into earnings with its bitcoin buying spree on ice for nearly a month. Meanwhile, miners are splitting into camps — some hoarding, some selling every coin, and others pivoting to AI.
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Meta Platforms (META) has slipped below $600, down roughly 25% from its 52-week high, as the market fixates on ballooning AI capex and its payoff timeline. Q2 earnings, due Wednesday after the bell, will be the key test.