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Federal Reserve's July 2026 Meeting Kicks Off Today — Rate-Hike Odds Rise as Kevin Warsh Faces First Big Test

The Federal Reserve began its two-day policy meeting Tuesday, with a decision due Wednesday at 2 p.m. ET that economists widely expect to hold the benchmark rate at 3.5% to 3.75% for a fifth straight meeting. Fed Chair Kevin Warsh has offered few clues about his intentions, and CME FedWatch data show rising odds of a surprise hike as oil-driven inflation pressures mount. A hawkish surprise from Warsh, who has pledged less forward guidance than his predecessor, could jolt rate-sensitive stocks and bonds heading into Wednesday's press conference.

Brent Crude Falls 7.8% to $89.23 After US-Iran Strike Pause — Nasdaq-100 Futures Jump 1.4% as Risk Rally Ignites

Brent crude plunged 7.8% to $89.23 after the United States suspended its 13-night airstrike campaign against Iran and Tehran signaled it would halt retaliation under an 'attack for attack' framework as long as the US pause holds. Nasdaq-100 futures jumped 1.4%, Dow futures gained 1%, and S&P 500 futures added 0.9% in premarket trade. The relief rally arrives ahead of the most consequential week of Q2 earnings season, with Microsoft, Meta, Apple, and Amazon all reporting.

AMD Signs Korea AI Center MOU at Advancing AI 2026 — Open ROCm Ecosystem to Challenge Nvidia's CUDA Lock-In in Asia

AMD Chair and CEO Lisa Su signed a memorandum of understanding with South Korea's Ministry of Science and ICT during the AMD Advancing AI 2026 conference in San Francisco, establishing an AI Center of Excellence in Korea. The agreement targets a heterogeneous AI computing infrastructure combining AMD CPUs, GPUs, and Korean neural processing units, and aims to connect Korean chipmakers, universities, and research institutions to AMD's open-source ROCm software platform as an alternative to Nvidia's CUDA ecosystem.

Fed July FOMC Decision Due Wednesday — Rate Hold at 3.50%-3.75% Expected, September Hike Risk Keeps Investors on Edge

The Federal Reserve begins its two-day July FOMC meeting Tuesday, with the rate decision set for Wednesday at 2 p.m. ET and Chair Kevin Warsh's press conference at 2:30 p.m. ET. Markets are overwhelming pricing in a hold at 3.50%-3.75%, but analysts warn that Warsh's tone on whether September becomes a live hike meeting could unsettle equities already on edge from Alphabet's AI capex scare. Core PCE data for June is due Thursday, with a monthly print above 0.2% seen as reigniting hawkish rate-hike bets.

Microsoft, Meta Q2 2026 Earnings Due Wednesday — AI Capex Scrutiny Peaks After Alphabet Sinks 8% on Ballooning Spend

Microsoft and Meta Platforms report Q2 2026 earnings Wednesday after the close, the same day as the Fed rate decision, under intense investor scrutiny after Alphabet sank roughly 8% last week on elevated AI capital expenditure and negative free cash flow that spooked the market. Meta previously guided Q2 revenue of $58 billion to $61 billion. Analysts say investors need proof that AI spending is converting into accelerating revenue, or the Mag-7 selloff begun last week will deepen through Thursday's Apple and Amazon reports.

Tesla Q2 2026 Revenue Hits Record $28.24B, Up 26% — Operating Margin Collapses to 1.4% as Capex Soars 142% and Free Cash Flow Turns Negative $1.09B

Tesla posted record Q2 2026 revenue of $28.24 billion, up 26% year-over-year and ahead of the $26.4 billion consensus, driven by record deliveries of 480,126 vehicles. The profit picture was the opposite of reassuring: GAAP operating income fell 57% to $398 million, compressing operating margin to 1.4% from 4.1% a year ago. Non-GAAP EPS of $0.33 missed the $0.53 estimate badly. Capex surged 142% to $5.79 billion, flipping free cash flow to negative $1.09 billion. Shares fell 6% premarket.

AMD Advancing AI 2026: Anthropic Deal Adds 2GW MI450 Deployment, Total Committed Demand Hits 14GW — Helios Rack Priced at $5.25M

AMD's Advancing AI 2026 conference in San Francisco concluded its first day with a landmark announcement: Anthropic will deploy up to 2 gigawatts of MI450 GPUs in AMD Helios rack-scale systems, with the first gigawatt beginning in H1 2027. AMD will make a $5 billion strategic equity investment in Anthropic. Combined with existing 6GW Meta and 6GW OpenAI commitments, AMD's total disclosed committed accelerator demand has reached 14 gigawatts. The Helios rack was priced at $5.25 million per unit.

Brent Crude Rises 2.1% to $96 as Houthi Missiles Strike Saudi Tankers and US Completes 12th Consecutive Night of Iran Strikes

Brent crude rose 2.1% to $96 per barrel Thursday after Houthi militants fired missiles and drones at two Saudi oil tankers in the Red Sea — marking the first direct strikes on tankers in that waterway — while US forces completed a 12th consecutive night of strikes on Iranian targets. WTI climbed 1.4% to $88.08. Brent is now up roughly 30% over the past month. Energy stocks, defense contractors, and airline names face sharply divergent outlooks as a second front in the energy-supply disruption opens.

Brent Crude Climbs 3.5% to $94.22 on 11th Night of US Iran Strikes — Rubio Says Tehran 'Not Serious' About Talks

Brent crude surged 3.5% to $94.22 a barrel and WTI jumped 3.8% to $87.56 after US Central Command completed an 11th consecutive night of strikes on Iranian military targets. Secretary of State Marco Rubio told ASEAN counterparts Iran is 'not serious' about talks, reviving stagflation fears and pushing Federal Reserve rate-hike odds for July back to 24.1%. Nasdaq-100 futures fell 0.9%, while energy and defense stocks gained pre-market.