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(Bloomberg) -- The rapidly increasing global competitiveness of China’s artificial intelligence models is ringing alarm bells in Washington, posing a new test for the standard protectionist playbook.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury F

The Morning Bull - US Market Morning Update Wednesday, Jul, 22 2026 US stock futures are pointing higher, with key contracts linked to the S&P 500 up about 0.5% and Nasdaq 100 futures up roughly 1.3%, as investors weigh fresh inflation worries against easing rate fears abroad. In the US, the 10 year Treasury yield sits near 4.6%, and markets see roughly a 50 to 60% chance of a Federal Reserve rate hike in September, which matters for mortgage costs, credit cards and growth focused stocks. At...

Global exchange operator Nasdaq (NASDAQ:NDAQ) will be announcing earnings results this Thursday before market hours. Here’s what to look for.

Tesla is set to report second-quarter earnings after Wednesday's market close. For the period, Wall Street is looking for earnings per share of 55 cents and an operating profit of $1.7 billion from sales of $27.3 billion, according to FactSet. Higher oil prices, Tesla incentives, and EV retrenchment from traditional car makers helped boost Tesla’s numbers.

Aerospace and defense company Raytheon (NYSE:RTX) will be reporting earnings this Thursday before market open. Here’s what you need to know.

Telecommunications and media company Comcast (NASDAQ:CMCSA) will be reporting results this Thursday before market hours. Here’s what to look for.

Before buying into the hype, pros say to skip the first-day frenzy, follow the revenue, and read the prospectus.

Elon Musk’s rocket and AI company has had a rocky debut. What’s ahead for the stock as lockup expirations loom.

Student loan provider Sallie Mae (NASDAQ:SLM) will be announcing earnings results this Thursday after market close. Here’s what to look for.

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

Nike will shift online sales to its official website and app, as well as its flagship stores on e-commerce platforms Tmall, JD.com and Douyin from January.

Security and Aerospace company Lockheed Martin (NYSE:LMT) will be reporting earnings this Thursday before market hours. Here’s what investors should know.

Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.

U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, ‌Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according ‌to a Reuters analysis of LSEG consensus estimates. The data shows the companies will generate about $340 billion more in annual operating cash flow in 2027 than in 2025, but capex is expected to rise by ​roughly $534 billion, equivalent to about $1.57 of additional investment for every $1 of additional cash flow.

Capital One Financial Corp (COF) reports impressive earnings and card growth, while navigating liquidity and expense pressures.

Interactive Brokers Group Inc (IBKR) reports record net revenues and client equity growth, while navigating increased costs and regulatory challenges.

SkyBridge Capital founder Anthony Scaramucci positioned Bitcoin (CRYPTO: BTC) and gold as “part of the answer” to a changing monetary system under strain from fiscal pressures and declining purchasing power. Deficit Spending to Trigger High Inflation? Scaramucci voiced his concerns on X about the potential impact of deficit spending and inflation on the economy. The former White House Communications Director warned that national debt could rise from the current $39 trillion to $55 trillion withi

Footwear and apparel conglomerate Deckers (NYSE:DECK) will be reporting results this Thursday after market close. Here’s what to expect.

Asian shares were mostly higher Wednesday following a rally on Wall Street, despite concerns about higher oil prices and inflation. Japan's benchmark Nikkei 225 rose 1.9% to 67,511.12, after the government reported that both imports and exports rose last month from a year earlier, as the weakening yen raised the value of both when converted from dollars to yen. More gains for makers of computer chips and other companies benefiting from the artificial-intelligence boom carried Wall Street higher.

South Korea's Samsung is in talks to invest hundreds of millions of euros in the AI ‌start-up Mistral, as part of a fundraising round that ‌could value the group at roughly €20 billion ($22.81 billion), Financial Times reported on Wednesday, citing ​sources. Samsung could invest about €1 billion in the new round, the report said, adding that Swedish investor EQT’s Scaleup Europe Fund is in talks to back the fundraising round. In April, Samsung said it would ‌considerinvestment and acquisitions where ⁠necessary to accelerate development and commercialisation in robotics, while combining partnering local companies for technology development.

Customers opened 1.4 million new brokerage accounts in the quarter and daily average trades hit a record 11.9 million.

One scoop to start: A consortium of investors led by Amit Bhatia and backed by the Mittal family is in talks to buy a significant minority stake...

Samsung is in talks to invest hundreds of millions of euros in the AI start-up Mistral, a move that would bolster the French company’s efforts...

Taiwan's Wistron, a supplier to Nvidia, launched a $700 million ‌manufacturing facility in Texas on Tuesday to ‌produce the U.S. chipmaker's latest AI systems, as Taiwanese electronics ​makers expand U.S. production to meet soaring demand for AI infrastructure. • The Fort Worth facility manufactures Nvidia's GB300 Grace Blackwell ‌Ultra Superchip. Nvidia ⁠CEO Jensen Huang has described the AI system built around the product as "the ⁠most powerful AI supercomputer in the world."

LG Display (NYSE:LPL) reported a second-quarter operating loss for fiscal 2026 as seasonal weakness in mobile panels and a one-time workforce restructuring charge offset improved underlying profitability and stronger shipments of medium and large displays. Kim Kyu Dong, vice president in charge of

For investors who owned artificial intelligence stocks over the past three years, their portfolio has probably done well. But one of Wall Street's most influential banks is now flagging a risk to the AI-heavy positioning that has dominated portfolios. Goldman Sachs released a research note ...

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

Morgan Stanley downgraded Adobe to underweight from equal weight on Tuesday, July 21, slashing its price target to $240 from $365, according to Seeking Alpha. The move landed one day after CLSA initiated coverage of Adobe with an outperform rating and a $300 target, according to Investing.com. Two ...