Excess Financing of $3.5 Billion: Moonshot AI Approaches $50 Billion ValuationSamsung Electronics' Q2 Net Profit Exceeds EstimatesARM (Trans): Core biz red-hot; new biz demand surgingQualcomm predicts that fourth-quarter profits will fall short of Wall Street expectations, and revenue from Apple business is expected to decline at an accelerated paceZhitong Hong Kong Stock Early Knowledge | The Federal Reserve maintains interest rates unchanged for the fifth consecutive time! Waller reiterates the 2% inflation targetBreakfast | July 30, 2026Global Information Technology Sector Faces Heaviest Sell-Off Since 2016The Fed Held Rates at 3.5%-3.75%. Here's What That Means for Walmart, Costco, and Target.MSFT (Trans): CY26 capex revised to approx. $175 bnQCOM (Trans): Initiated double-digit product price hikesQualcomm Q3 Net Profit Falls 25% YoY; Raises Product Prices and Issues Weak Guidance | Earnings ReviewMETA (Minutes: No 2027 Capex guidance; racing to build compute capacity in the next two years.Reminder: Key Intraday Focus Points (All times in Beijing Time)Apollo Chief Economist: Fed’s Abandonment of Forward Guidance Causes “Yo-Yo” Volatility in U.S. TreasuriesMicrosoft forecasts 2026 capital expenditure at $175 billion, down from previous estimate of $190 billionMicrosoft's Last Quarter Results Broadly Beat Expectations, Cloud Revenue Surges Over 40%, AI Capital Expenditure Doubles | Earnings InsightsMeta Plunges! Earnings Beat Fails to Alleviate AI Investment Anxiety; Q3 Guidance Disappoints, Free Cash Flow Hits Four-Year Low | Earnings WatchZuckerberg stated on the conference call that open-source AI models are not as powerful as cutting-edge models. Meta Platforms is currently down 9.8%Bloomberg: Treasury Yields Suggest Warsh’s Patience Is MisplacedTop 20 U.S. Stock Trading Volume on July 30: SK Hynix's profit growth falls short of expectations, plans to increase capital expenditureJP Morgan Asset Management: Three Dissenting Votes at the Fed Are the True Policy SignalMicrosoft's Q4 Revenue Hits $90.01 Billion, Beating Expectations of $87.72 Billion; Cloud Revenue Reaches $59.3 Billion, Exceeding Forecast of $58.71 BillionMeta's Q2 Revenue Hits $60.8 Billion, Beating Expectations of $60.24 BillionQualcomm forecasts Q4 revenue of $9.7 billion to $10.5 billion, with analyst consensus at $9.95 billion; Capex for January-September totals $1.58 billionThe Myth of the Hundred-Billion ETF Shatters: SK Hynix Plunges, Hong Kong's "2x Long" Switches to "Flexible Leverage," South Korea Restricts Leveraged ETF InvestmentsFed Chair Walsh: There Is No Soft Inflation TargetFed Holds Steady in July, Casting Shadow Over 2027 Interest Rate OutlookMarket Reaction: 10-Year U.S. Treasury Yield Skidded from Near 4.635% to Below 4.61%, Turning Negative; Two-Year Yield Dropped from Around 4.32% to Near 4.24%. Spot Gold Rose from Near $4,040 to Above $4,081, Gaining Over 1.2%. S&P 500 Fell 0.2%, Dow Jones Industrial Average Dropped 1.1%, NASDAQ Composite Index Turned PositiveFed Holds Steady; Statement Reveals Hammack, Kashkari, and Logan Favored Rate HikesGoogle AI Music Gets Another Upgrade! Lyria 3.5 Writes Better Songs, Sings with More Nuance, and Offers Precise Control Over Tempo and DurationLess than 60 minutes before the Fed announces its decision statement, Trump advisor: Believes Warsh will do the right thingUS Escalates Sanctions on Iran, Targeting Hormuz "Toll Network" for the First Time; Tankers, Shipping and Insurance Companies BlacklistedPerformance Preview: Apple's quarterly sales are expected to grow by 16% year-on-year, mainly driven by iPhoneAmid Soaring Oil Prices and Tech Stock Sell-Off, HSBC Maintains Bullish Stance: Five Reasons Supporting Further Gains in US StocksSecurity technology company F5 collaborates with NVIDIA to integrate AI security solutions, providing runtime protection for enterprise applicationsKey Focus Areas for the Federal Reserve's July Interest Rate DecisionUS Stocks Are Already Feeling the Pressure of Midterm Elections!Escalating Tensions in the Middle East End Oil's Three-Day Decline with a Surge; Asia-Pacific Markets Rebound as South Korean Index Jumps Over 3%Former Fed Governor Miran Believes Interest Rates Should Remain UnchangedSOFI Trans: Raises FY rev. guide, EBITDA flat