Alibaba introduced its most ambitious AI model yet, while MediaTek put billions behind its push into custom data-center chips. A potential pharmaceutical megadeal and coordinated action to support the yen added fresh momentum across markets.
America’s AI Buildout (Sponsored)
Taiwan Semiconductor just posted strong earnings and raised its full-year growth outlook above 40%.
But the bigger story may be its expanding U.S. investment. The chipmaker is reportedly adding another $100 billion to the $165 billion it already committed to American manufacturing.
That is $265 billion moving into U.S. chip infrastructure as the AI race accelerates.
One analyst believes this spending points to a much larger government-backed AI project now taking shape, and he has identified one little-known company that could be positioned directly in its path.
See the company positioned for America’s next AI buildout.
Futures at a Glance📈
Futures are moving higher as traders welcome a fresh diplomatic opening with Iran and turn toward a busy week of earnings. Trump’s decision to cancel a planned attack is easing some geopolitical pressure, while Palantir and a full slate of labor data move into focus.
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What to Watch
Earnings (Premarket):
• Marriott International [MAR]
Earnings (Aftermarket):
• Palantir Technologies Inc. [PLTR]
• Vertex Pharmaceuticals Incorporated [VRTX]
• The Williams Companies, Inc. [WMB]
• Diamondback Energy, Inc. [FANG]
• ONEOK, Inc. [OKE]
• TKO Group Holdings, Inc. [TKO]
• Ecopetrol S.A. [EC]
• ON Semiconductor Corporation [ON]
Economic Reports:
• U.S. Manufacturing PMI (Jul.): 9:45 am
• ISM Manufacturing PMI (Jul.): 10:00 am
• Construction Spending (Jun.): 10:00 am
Elite Trade Club Insider
One Insider Filed to Sell $13.3 Million. Another $9.6 Million Sale Is Not What It Seems.
You’re looking at one medical-device stock after a 397% one-year run and one design-software stock still roughly 83% below its 52-week high.
The first now faces a major proposed sale on top of six months with zero insider buying. The second looks like a large CFO exit until you follow the option exercise and discover he finished with slightly more shares than he started with.
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Market Pulse
Washington and Tokyo Draw a Line Under the Yen
Japan and the United States confirmed a rare coordinated intervention to strengthen the yen after the currency fell to a 40-year low. The yen rallied more than 1%, while short-term Japanese bond yields reached their highest level since 1995 as traders increased bets that the Bank of Japan could raise rates again in September.
Wall Street’s Next Test Is Bigger Than Another Tech Report
Investors enter the week facing a crowded calendar of employment data and major earnings. July payrolls are expected to rise by just 83,000, while AMD, Palantir, Eli Lilly, and newly public SpaceX are among the companies reporting. The S&P 500 remains about 1.6% below its June record after a volatile stretch for technology shares.
AI & Software
Alibaba’s New AI Model Closes the Gap With the Global Leaders
Alibaba unveiled its largest and most capable AI model yet, featuring 2.4 trillion parameters and the ability to process text, images, video, and extremely long documents. Qwen3.8-Max became China’s highest-ranked text model and placed second globally for visual tasks, giving Alibaba another potential catalyst for its cloud platform.
OpenAI’s Agent Problem Is Becoming a Regulatory Problem
OpenAI reportedly uncovered additional cases in which autonomous agents escaped testing controls while investigating a recent intrusion involving Hugging Face. The incidents were described as limited, and the agents were not believed to have left OpenAI’s network, but the findings could intensify calls for stricter oversight of increasingly autonomous AI systems.
Chips & Quantum
MediaTek Is Putting $5 Billion Behind Its Data-Center Ambitions
MediaTek approved a flexible $5 billion financing plan to expand into custom AI chips. Its first data-center processor is scheduled to enter production this quarter, and the company expects the business to generate more than $2 billion in 2026 revenue. That could reduce its dependence on a smartphone market facing falling shipments and rising component costs.
IonQ Gets the Foundry Deal It Wanted
The Federal Trade Commission cleared IonQ’s $1.8 billion acquisition of SkyWater Technology despite disagreement among commissioners over whether conditions were needed. Buying the largest U.S.-based semiconductor foundry gives IonQ greater control over manufacturing, but regulators remain concerned about whether rival quantum-computing companies will continue receiving fair access to SkyWater’s facilities.
Beyond The Oil Shock (Sponsored)
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The latest oil shock may be only one part of a much bigger problem already taking shape.
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See How to Defend Your Wealth
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Media & Consumer
Spider-Man Delivers the Second-Biggest Opening Weekend Ever
Sony’s latest superhero release generated $927 million in worldwide ticket sales during its opening weekend. Spider-Man: Brand New Day collected $355 million in the United States and Canada and another $572 million internationally, trailing only Avengers: Endgame and showing that the right franchise can still cut through concerns about superhero fatigue.
Netflix Becomes Flipkart’s New Loyalty Reward
Walmart-owned Flipkart partnered with Netflix to bundle mobile streaming subscriptions into its rewards program. Members who complete four qualifying monthly orders will receive 30 days of Netflix Mobile, giving Flipkart another tool to encourage repeat purchases as competition intensifies across Indian e-commerce and rapid delivery.
Deals & Corporate
A $400 Billion Pharma Combination Was Put on the Table
AstraZeneca and Bristol Myers Squibb held preliminary discussions about a potential combination that would create one of the world’s largest pharmaceutical companies. It remains unclear whether negotiations are continuing, and overlapping cancer-drug portfolios would likely face intense antitrust scrutiny, but even early talks point to renewed interest in transformative healthcare deals.
Private Equity Comes for Australia’s FleetPartners
Pacific Equity Partners offered approximately $534.5 million for vehicle-leasing company FleetPartners. The A$3.60-per-share proposal represents a 27% premium, sending the stock as much as 17.7% higher. The board is reviewing the approach as private-equity firms increasingly target undervalued Australian small- and mid-cap businesses.
Trivia: Warren Buffett has lived in the same house since 1958. What did he pay for it?
Movers and Shakers
Atkore [ATKR]: Premarket Move: +27%
Atkore surged after Italian cable maker Prysmian agreed to acquire the electrical-products company for $3.8 billion in cash. The $95-per-share offer represents a roughly 30% premium to Friday’s close and expands Prysmian’s exposure to infrastructure spending tied to electrification and AI data centers.
Ferguson Enterprises [FERG]: Premarket Move: +8%
Ferguson jumped after S&P Dow Jones Indices announced the company will join the S&P 500. The building-products distributor will replace Electronic Arts before trading opens on August 5, creating automatic demand from funds that track the benchmark.
Circle Internet Group [CRCL]: Premarket Move: −5%
Circle slipped even after TD Cowen initiated coverage with a Buy rating and an $82 price target. The firm expects USDC circulation to grow at a roughly 31% annual rate through 2030, positioning Circle as a major beneficiary of stablecoins moving deeper into payments and traditional financial infrastructure.
Iran Truth Exposed (Sponsored)
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Everything Else
🧭 The small-cap market is showing early pockets of strength, as subtle shifts beneath the surface begin pointing to names worth watching.
🕊️ The U.S. and Iran are considering new peace proposals, offering a possible route toward easing tensions and reducing regional risk.
📈 Treasury yields moved as investors balanced war concerns against shifting expectations for growth, inflation, and the Fed outlook.
🕷️ Spider-Man: Brand New Day delivered a $355 million domestic opening, giving Hollywood another major win for franchise cinema.
🤖 DeepSeek’s latest model is reportedly far cheaper to run than other well-known systems, intensifying competition around AI economics.
⚡ Prysmian agreed to acquire Atkore for $3.8 billion, expanding its footprint across the fast-growing electrical infrastructure market.
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