Research 07.07.2026

🌏Markets:

SPY 1.70 -0.23%(pre/m)
QQQ -8.27 -1.14%(pre/m)

🆕Economic News:

08:15 USA – ADP Employment Change
08:30 USA – Balance of Trade
16:30 USA – API Crude Oil Stock Change

📈 Gap Ups
Reaction to earnings/guidance:

Other news:

VRTX signs agreement to acquire CRNX for $10bn, or $8.8bn net of estimated cash acquired. ($85.00 per share in cash)
FISV discusses potential sale of debit payments network with major US banks
Software stocks rising while chipmakers are weak: NOW PLTR ORCL CRM ADBE ADSK SAP SHOP SNOW DDOG INTU PAYX TEAM
PLTR Expands Its Presence in Mexico and Strengthens Its AI Offering in the Insurance Sector with GNP Seguros

📉 Gap Downs
Reaction to earnings/guidance:

RIVN reported strong results, and its shares rose 8%.
-- Right after the report, Rivian announced a secondary offering, sending the stock down 8%.

Other news:

Chipmakers are falling after record Samsung profit fails to calm AI chip worries WDC SNDK MU ASX MRVL AMKR INTC GLW ASML TSM NVDA
Samsung shares (#005930.KR) plunged 10% after a historically record-breaking report.
-- Samsung preliminary reported a 19-fold YoY increase in operating profit for Q2 2026. Revenue rose 2.2x.
-- Q2 profit exceeded the company’s combined profit for the past three years. KORU DRAM RAM
Anthropic told lawmakers that BABA Alibaba is copying its AI — NYT.

‼️Additional

DeepSeek is developing its own AI chip — RTRS.
China has continued buying gold for 20 consecutive months.
-- In June, China significantly increased its purchases, buying 480,000 troy ounces, the largest purchase since October 2023.

📋 List of tickers involved:

Best regards – hi2morrow team.

hi2morrow_team

Trading | NYSE | NASDAQ ⚡
A community of active traders from hi2morrow
✅ Take the trading firm evaluation program: hi2morrow.com/
✅ Join the club: hi2morrow.com/club
✅ Trading academy: hi2morrow.com/course

他のメディア:

免責事項

これらの情報および投稿は、TradingViewが提供または承認する金融、投資、取引、またはその他の種類の助言もしくは推奨であることを意図したものではなく、またこれらに該当するものでもありません。詳細は利用規約をご覧ください。

hi2morrow_team

他のメディア: