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The AI sell-off is getting harder to ignore, but today’s strongest stories stretch well beyond chip stocks. Visa just crossed a major payments milestone, Apple is testing a new device-leasing model, and data-center demand is creating fresh winners across logistics, water treatment, and digital infrastructure.
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Futures at a Glance📈
Futures are edging higher as traders brace for the Fed’s rate decision and Kevin Warsh’s afternoon press conference. Chip stocks remain under pressure, while Microsoft, Meta, and Qualcomm earnings add another major test for tech. The market is watching closely for any hint that further tightening is still on the table.
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What to Watch
Earnings (Premarket):
• The Procter & Gamble Company [PG]
• Amphenol Corporation [APH]
Earnings (Aftermarket):
• Microsoft Corporation [MSFT]
• Meta Platforms, Inc. [META]
• Lam Research Corporation [LRCX]
• Arm Holdings plc [ARM]
• QUALCOMM Incorporated [QCOM]
• Banco Bilbao Vizcaya Argentaria S.A. [BBVA]
• Starbucks Corporation [SBUX]
Earnings (Time Not Supplied):
• HSBC Holdings plc [HSBC]
Economic Reports:
• U.S. Interest Rate Decision: 2:00 pm
Elite Trade Club Insider
A Director Just Put $36 Million Into A Brand-New Biotech Stock
You’re seeing one established company after a strong earnings report and one biotech that has barely begun trading publicly. Elite Trade Club Insider readers are seeing the conviction split first: three executives moved $6.5 million through compensation-linked sales, while one director committed more than $36 million to a newly listed gene-editing company before its first clinical readout.
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Market Pulse
Asia’s AI Sell-Off Gets More Violent
Asian markets extended their sharp decline as doubts about AI valuations and infrastructure returns intensified, with South Korea, Taiwan, and Japan all taking heavy losses. SK Hynix fell despite another strong quarter, leaving Microsoft and Meta with the difficult job of restoring confidence in the broader AI trade.
India Becomes the Anti-Chip Trade
Indian shares moved higher ahead of the Fed decision as technology-services stocks bucked the broader Asian rout. Investors are treating companies such as Infosys and Coforge as relatively insulated from the capital-intensive AI hardware shakeout, helping the sector extend its recent rebound.
Payments & Consumer Technology
Visa Crosses the $4 Trillion Mark
Visa processed more than $4 trillion in quarterly payments for the first time, as World Cup travel and resilient consumer spending lifted cross-border volumes and profits above expectations. The company is also cutting roughly 7% of its workforce as it redirects resources toward AI, automation, and higher-growth products.
Apple Turns Hardware Into a Subscription
Apple launched a U.S. device-leasing program with Klarna, offering monthly plans for iPhones, Macs, iPads, and Apple Watches. Customers can return, purchase, or upgrade the device at the end of the lease, potentially giving Apple another way to shorten replacement cycles without relying on large upfront purchases.
AI Supply Chains & Infrastructure
AI Rewrites Asia’s Air-Cargo Map
The AI buildout is replacing e-commerce as a major growth engine for Asian air freight, as airlines reorganize routes around semiconductor and server-manufacturing hubs. Korean Air’s cargo revenue jumped 46%, with chips, server racks, and data-center equipment overtaking Chinese parcels as its primary growth driver.
Data Centers Turn Water Treatment Into a Growth Market
Xylem raised its annual profit forecast as AI infrastructure strengthened demand for water-treatment equipment. The results highlight a less obvious beneficiary of the data-center boom, since expanding computing capacity also requires major investment in cooling, water management, and supporting utility systems.
Wall Street Sounds Alarm (Sponsored)
Wall Street banks are warning that the next market crisis could be unlike anything investors have seen in decades.
If Goldman Sachs and Morgan Stanley are right, portfolios could remain under pressure for 10 years or longer.
After repeated market shocks since 2022, some experts believe the instability could continue well into the 2030s.
See How to Defend Your Portfolio Now
Healthcare & Life Sciences
GSK Cuts Costs to Fund a Bigger Drug Pipeline
GSK launched a $2.5 billion restructuring plan after beating quarterly profit expectations. The drugmaker plans to reinvest much of the savings into 25 late-stage studies as it prepares for patent pressure on its blockbuster HIV franchise.
Clinical-Research Spending Shows Signs of Life
IQVIA raised its annual revenue and profit forecasts as demand improved across clinical research services. The stronger outlook offers another sign that biotech and pharmaceutical companies are loosening research budgets after a long stretch of cautious spending and project delays.
Industrials & Infrastructure
Boeing Generates Cash Again
Boeing produced positive quarterly free cash flow despite another charge tied to Air Force One, helping its shares rise even as the headline loss missed expectations. Aircraft deliveries reached their highest quarterly level since 2018, offering fresh evidence that the company’s production recovery is gaining traction.
American Tower Gets a Lift From Record Data-Center Leasing
American Tower raised its annual outlook after beating quarterly revenue and profit estimates. Strong tower demand remained the foundation, but record leasing at its CoreSite data-center business gave investors another way to connect the company’s real-estate portfolio to rising digital infrastructure spending.
Trivia: Every U.S. penny costs the government more to produce than it's worth. How much does one penny actually cost to make?
Movers and Shakers
Bloom Energy [BE]: Premarket Move: +9%
Bloom Energy surged as record second-quarter results reinforced demand for its on-site power systems. The bigger story is the AI power bottleneck: data-center developers need electricity faster than utilities can expand the grid, putting Bloom’s fuel-cell technology in a stronger position as revenue jumped 166% to $1.07 billion.
Manhattan Associates [MANH]: Premarket Move: +11%
Manhattan Associates jumped after second-quarter earnings and revenue both topped Wall Street forecasts, with EPS of $1.39 and sales of $297.8 million. The supply-chain software company also lifted its full-year outlook to $5.44–$5.50 per share on revenue of $1.16 billion–$1.17 billion.
CoStar Group [CSGP]: Premarket Move: −15%
CoStar plunged after second-quarter revenue missed expectations and management issued a soft third-quarter outlook, overshadowing a modest earnings beat. Full-year revenue guidance of $3.71 billion–$3.75 billion also fell below the $3.80 billion consensus estimate, adding fresh pressure to a stock already down sharply over the past year.
Musk’s Urgent Timeline (Sponsored)
"Frontier AI" is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
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Everything Else
🔍 The most interesting small-cap setups are rarely obvious at first, as early signals tend to build quietly before the crowd notices.
📈 Treasury yields moved as investors weighed the Fed’s latest rate signals and adjusted expectations for the policy path.
💾 SK Hynix, Samsung, and SoftBank extended the chip selloff as investors continued reducing exposure to the crowded AI trade.
📉 The broader semiconductor rout deepened across Asia, putting fresh pressure on some of the market’s biggest AI beneficiaries.
🎮 Sony is positioned to benefit from the arrival of GTA VI, though rising memory prices could complicate the profit outlook.
📺 Netflix has edged past the BBC as the first choice for UK viewers, marking another major shift in the streaming landscape.
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