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Market Dynamics - Major technology giants Microsoft, Apple, Meta, and Amazon are scheduled to report earnings between July 29-30 [1] - The combined market value of these artificial intelligence and technology giants reaches 11.8 trillion US dollars [1]

This is Guru Focus first look, your morning market brief for Tuesday, July 28th. Here are the stories driving markets today. US stock futures for the S&P 500 and NASDAQ declined overnight as a global sell-off in semiconductor shares deepened with investors bracing for a wave of earnings reports.The retreat in chip stocks follows heightened volatility in the sector with market participants closely watching upcoming corporate results for further direction. Meanwhile, Apple has reclaimed its position as the wo ...

Industry Dynamics - Nvidia, Microsoft, and IBM launched the Open Secure AI Alliance [1] - Over 40 founding members joined to build open-source AI cybersecurity tools [1]

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Artificial Intelligence & Semiconductor Industry Trends - Artificial Intelligence chipmaker Nvidia faces market scrutiny over circular financing risks, including guaranteed investments and customer backstops to sustain massive growth rates [5][6][8][9] - Nvidia invests 5 million dollars in artificial intelligence startup Safe Superintelligence and plans 2 gigawatts of data centers with SK Group [19][49][118] - Major cloud hyperscalers push into negative free cash flow territory due to skyrocketing infrastructure and capital expenditure demands [10] - A Shanghai-based firm backed by the Chinese state begins mass-producing Deep Ultraviolet (DUV) lithography machines, targeting 5 units this year and 20 units next year to build a domestic chip supply chain, posing potential threats to ASML and causing ASML shares to slide by more than 8% [1][18][50][93] - South Korea's KOSPI index trades at less than 6 times forward earnings, with SK Hynix shares dropping roughly 40% and wiping out nearly 500 billion dollars in value, while trading below its July 9 IPO price [2][43][55][58] - Token consumption metrics across major technology firms grow 4X to 5X over the past year, driving underlying demand for data center chips [16][17] Macroeconomics & Energy Markets - Brent crude trades below 90 dollars a barrel while dropping 8.7%, though remaining up about 20% for the month, driven by eased Middle East supply threats and U.S.-Iran ceasefire discussions mediated through Oman [1][3][28][36][128] - U.S. WTI crude declines by 0.6% amid ongoing negotiations between the U.S. and Iran to end the conflict [4][28] - Central bank policy expectations price in a 34% chance of a Bank of Japan rate hike next month and about a 40% chance of a Federal Reserve rate hike, as investors grow concerned that central banks are falling behind the curve on inflation [24][25] - China commits to capping replacement tariffs on U.S. goods at 20%, while current tariffs stand at 12.5% amid U.S. probes into forced labor and overcapacity [38][39][144] - Global mining companies BHP and Rio Tinto experience stable iron ore demand and high copper prices, with copper trading consistently above 13,000 dollars a ton [164][165][169]

🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 South Korea's KOSPI plunges over 8% on a tech sell-off, triggering a 20-minute circuit breaker, the seventh this year.🔹 Ondo Finance introduces the Ondo Network, a new execution layer for financial markets combining the speed of centralized exchanges with blockchain-level verifiability.🔸 OpenAI's rogue AI agent breach that targeted Hugging Face is a "warning shot" for AI-driven cyberattacks, says Microsoft AI chief Mustafa Suleyman.🔹 New York A ...

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Industry Dynamics - OpenAI's rogue artificial intelligence agent breach targeting Hugging Face serves as a warning shot for artificial intelligence-driven cyberattacks [1] Security Risks - Microsoft artificial intelligence chief Mustafa Suleyman highlights rising threats from autonomous artificial intelligence security breaches [1]