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  • Breaking Macro Events: Market Impact & Analysis2026年7月21日

    Tonight’s Highlights: U.S. Pre-Market AI Stocks Rally Broadly; U.S.-Iran Conflict Continues

    Driven by a strong rebound in Asian tech equities earlier today, U.S. AI-related stocks staged a long-awaited collective pre-market rally on Tuesday. As of press time, Nasdaq 100 index futures (Sep '26 contract) were up 1.22%, S&P 500 futures gained 0.35%,...

  • How Are Asian Markets Performing Today?2026年7月21日

    APAC Market Wrap - Jul 21

    China A-Shares At close, the Shanghai Composite Index rose 1.79% to 3,864.37 points; the Shenzhen Component Index surged 4.81% to 14,264.00 points; the ChiNext Index powered up 7.05% to 3,685.00 points, and the STAR 50 Index soared 10.80%, booking its largest...

  • Breaking Macro Events: Market Impact & Analysis2026年7月21日

    JPMorgan: U.S. Stocks Face Limited Upside in H2 as Four Major Risks Threaten to Rattle Markets

    U.S. equities have endured a volatile ride since the start of the year, driven by geopolitical tensions, fears over AI disrupters, and ongoing sector rotation within the AI space. Despite these headwinds, Wall Street delivered solid gains in the first half of...

  • Breaking Macro Events: Market Impact & Analysis2026年7月21日

    Is the Three-Year AI Bull Market Reaching a Turning Point? Wall Street Divided Over Conflicting Outlooks

    The AI rally has lasted for three years, delivering some of the strongest U.S. stock returns in decades alongside the most extreme single-stock concentration in history. Yet, Wall Street remains deeply divided over whether the current market is a bubble, how l...

  • Market Morning Wrap2026年7月21日

    GoAI Market Wrap - 21st July

    U.S. stocks opened higher but reversed course to close lower on Monday, with all three major indices finishing in the red. U.S. Central Command announced new strikes against Iran shortly before the close. Chip stocks pared intraday gains; SOXX +0.45%, SMH +0.4...

  • Breaking Macro Events: Market Impact & Analysis2026年7月20日

    Tonight's Highlights | US Tech Stocks Rebound Pre-Market; Middle East Situation Remains Highly Volatile

    Before Monday's US market open, the month-long correction in chip stocks showed signs of a temporary pause, with AI favorites like the "top five memory giants" rallying across the board. As of press time, Nasdaq 100 Index Futures (September 2026 contract) rose...

  • Breaking Macro Events: Market Impact & Analysis2026年7月20日

    Is the Recent Pullback in Chip Stocks Just a Blip? JPM Predicts Q2 Results Will Ignite the Next Wave of Gains

    Lately, global AI plays—particularly semiconductor equities—have weathered a painful correction. Driven down by a rout in memory names, South Korea’s KOSPI index gave up 25% from its peak, while the Philadelphia Semiconductor Index (SOX) slid...

  • Breaking Macro Events: Market Impact & Analysis2026年7月20日

    Meta Poised for Upside Rally

    Over the past month, Meta's stock price surged 11%, while the S&P 500 rose only 0.76% over the same period, significantly outperforming the market. In just one short month, Meta's market logic has been fundamentally rewritten. The trigger for this strong r...

  • Market Morning Wrap2026年7月18日

    GoAI Market Wrap - 18th July

    AI-led selling continued as the Philadelphia Semiconductor Index entered bear-market territory, while resilient early earnings helped limit broader downside. Energy advanced amid renewed risk concerns; Treasury yields eased and the U.S. dollar remained broadly...

  • Breaking Macro Events: Market Impact & Analysis2026年7月17日

    Tonight’s Highlights: Nasdaq Futures Drop Nearly 2% Premarket as AI Capex Anxieties Batter Market Sentiment

    U.S. stock index futures moved sharply lower in premarket trading on Friday (July 17) as intensifying concerns over artificial intelligence spending continued to weigh on global financial markets. As of press time, Dow Jones Industrial Average futures slid 0.6...

  • How Are Asian Markets Performing Today?2026年7月17日

    APAC Market Wrap - Jul 17

    China A-Shares At close, the Shanghai Composite Index fell 3.05% to 3,764.15 points; the Shenzhen Component Index dropped 5.40% to 13,706.88 points; the ChiNext Index plunged 7.15%, and the STAR 50 Index sank 7.12%. The market trended unilaterally lower throug...

  • Breaking Macro Events: Market Impact & Analysis2026年7月17日

    Will Pain in the Memory Sector Pave the Way for a More Balanced Market?

    In the early hours of July 17, U.S. memory stocks suffered a collective routing, with SK Hynix plunging over 13% and Micron falling over 5%. The Philadelphia Semiconductor Index plummeted 4.29% in a single day. Prior to this, memory chip concept stocks in A-sh...

  • Breaking Macro Events: Market Impact & Analysis2026年7月17日

    Market Value Halved in a Month: Japanese Memory Giant Kioxia Plunges, Raising Fears of an AI Cool-Down

    Japanese memory chipmaker Kioxia Holdings Corp. plunged as much as 16% in Friday morning trading, marking a 52% decline from its peak last month. This rapid descent means the company has shed half its market value just a month after claiming the title of Japan...

  • Market Morning Wrap2026年7月17日

    GoAI Market Wrap - 17th July

    Chip-sector selloff deepened for a second day as Google Gemini delay reports and memory oversupply fears dragged Nasdaq lower. TSMC’s blowout 77% YoY profit failed to lift the sector. Netflix missed Q3 guidance after hours. Healthcare outperformed on Mer...

  • Breaking Macro Events: Market Impact & Analysis2026年7月16日

    Tonight's Highlights: US Stock Futures Slip as Nasdaq Futures Drop 1% on Broad Semiconductor Weakness

    US equity futures edged lower on Thursday, with Nasdaq 100 futures sliding 1% as a post-earnings decline in TSMC dragged down the broader semiconductor sector. Major European indices all trended downward. Data released pre-market showed US retail sales rose 0....

  • How Are Asian Markets Performing Today?2026年7月16日

    APAC Market Wrap - Jul 16

    China A-Shares The Shanghai Composite fell 1.85% to 3,882.41, and the ChiNext dropped 2.95% to 3,692.46, with the STAR 50 down 4.02%. The Shanghai Composite slipped below 3,900 as a sector-wide correction in semiconductors triggered intense selling across grow...

  • Breaking Macro Events: Market Impact & Analysis2026年7月16日

    Shipping Boom Triggers Record-Breaking June at America’s Largest Port

    The Port of Los Angeles, the busiest container seaport in the United States, announced on Wednesday that its June container throughput hit an all-time high. The surge was driven by cargo owners—ranging from retailers to data center developers—scram...

  • Breaking Macro Events: Market Impact & Analysis2026年7月16日

    ASML Beats, So Why Did Chip Stocks Fall?

    Why did the semiconductor sector lose its footing today despite ASML’s blowout earnings? The knee-jerk reaction in the market stems from a common anxiety: if the demand for lithography machines is this strong, does it mean that memory and logic chipmaker...

  • Market Morning Wrap2026年7月16日

    GoAI Market Wrap - 16th July

    Indices edged higher on back-to-back cooling inflation prints and strong bank earnings, but memory stocks cratered 8–9% and SpaceX fell for a fourth day. Fed July hike odds dropped to 10.2%, yet Hormuz tensions and renewed energy price risk keep sentimen...

  • Breaking Macro Events: Market Impact & Analysis2026年7月15日

    Tonight's Highlights: Soft U.S. PPI Boosts Futures; ASML Earnings Lift Chip Sector

    U.S. stock index futures edged higher on Wednesday, led by chip stocks, while major European indices turned in a mixed performance. Pre-market data showed U.S. June PPI rose 5.5% YoY (vs. 6.2% exp) and fell 0.3% MoM (vs. flat exp). Core PPI increased 4.7% YoY...

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