Market Update: Tuesday Morning July 28th, 2026

@kristenzisek

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The Bell Clubseen in 12 videos →https://the-bell-club.com/link ↗

Why it worked

The video provides timely market analysis, breaking down complex financial news into digestible segments. It covers multiple trending topics (oil prices, China's chip industry, AI financing, Fed rates) and uses a conversational tone, making it engaging for viewers interested in financial markets.

Summary

This video discusses recent market movements, focusing on falling oil prices and negative news from China impacting chip stocks. It highlights the IPO of CXMT and concerns around ASML's monopoly, as well as NVIDIA's significant deals and their implications for AI financing. The video also touches on upcoming earnings reports and the Federal Reserve's upcoming meeting.

Structure

1Market update intro
2Falling oil prices and positive impact on some sectors
3China chip stock news: CXMT IPO and ASML concerns
4NVIDIA's deals and investor worries
5Upcoming earnings reports and Fed meeting

Original caption

Cheaper oil and a China chip shock pulled the market in opposite directions. Two headlines out of China rattled chip stocks: the country's biggest memory-chip maker soared 466% on its market debut — now worth about $487 billion — also, a report said China has started making its own version of the specialized machines ASML has had a monopoly on. That dragged the Nasdaq down and handed Nvidia its worst day since February (boosted by worries over more circular deal), letting Apple retake the most-valuable crown. Meanwhile oil fell more than 8% as tensions eased, which lifted the Dow. Big week ahead: the Fed decides Wednesday, then Microsoft, Meta, Apple, and Amazon all report. $NVDA $AAPL #stockmarket #financetok #stocks #marketupdate #investing

More from @kristenzisek

Their other posts in the index, biggest breakout first.

On-screen text

07/28/26 Market Update: Tuesday Morning July 28th, 2026 HERE'S WHAT'S GOING ON IN THE STOCK MARKET SO YESTERDAY FALLING OIL PRICES AND SOME CHIP NEWS OUT OF CHINA PULLED THE MARKET IN OPPOSITE DIRECTIONS WHAT HAPPENED AND WHAT WHAT HAPPENED AND WHAT SO START WITH THE GOOD NEWS YESTERDAY OIL THE INTERNATIONAL BENCHMARK HAD TOPPED $100 LAST WEEK ON INCREASING MIDDLE EAST TENSIONS IT FELL MORE THAN 8% AFTER IRAN SIGNALED THAT IT WOULD STAND DOWN THAT ERASED THE ADDITIONAL RISK THAT TRADERS HAD BUILT INTO PRICES RELIEF FOR COMPANIES THAT USE A LOT OF ENERGY SO THINK MANUFACTURERS BIG RETAILERS ULTIMATELY IT HELPED PUSH THE DOW DOWN ABOUT Half A PERCENT BUT ON THE OTHER HAND TECH HAD A ROUGH DAY TWO STORIES OUT OF CHINA REALLY RATTLED CHIP STOCKS SO FIRST CXMT CHINA'S LARGEST MAKER OF EVERYDAY MEMORY CHIPS THE KIND THAT LET YOUR LAPTOP AND PHONE HOLD DATA WHILE THEY WORK IT WENT PUBLIC IN SHANGHAI AND CLOSED UP AN ASTONISHING 466% IN A SINGLE DAY THAT GAVE THE COMPANY A MARKET CAP OR VALUE OF ABOUT $487 BILLION MAKING IT THE MOST VALUABLE COMPANY ON MAINLAND CHINA SO WHY DID THE COMPANY GO PUBLIC RIGHT NOW MEMORY CHIP MAKERS HAVE INCREASED PRICES LATELY DUE TO A SHORTAGE OF MEMORY CHIPS THIS PRICING POWER AND THE RUN UP WE'VE SEEN IN MEMORY STOCKS MADE IT A GOOD TIME FOR CXMT TO OTHER MEMORY NAMES YESTERDAY FELL ON THE NEWS WITH SK HYNIX DOWN OVER 7% AND MICRON DOWN OVER 2% YESTERDAY THE SECOND STORY WAS A REPORT THAT SAID CHINA HAS STARTED MASS PRODUCING ITS OWN VERSION OF THE SPECIALIZED MACHINES USED TO ETCH PATTERNS ONTO CHIPS SO A SINGLE DUTCH COMPANY ASML HAS BASICALLY HAD A MONOPOLY ON THOSE MACHINES AND KEEPING THEM OUT IS ONE MEASURE THE WEST HAS TAKEN TO TRY TO SLOW DOWN CHINA'S AI PROGRESSION SO THIS NEWS REALLY RATTLED THE CHIP SECTOR NOW THE MOST ADVANCED TIER OF ASML MACHINES IS STILL ONLY BUILDABLE BY ASML BUT THE GAP NARROWED ON THE TIER JUST BELOW LEAVING INVESTORS WONDERING HOW LONG ASML CAN MAINTAIN ITS MONOPOLY ASML FELL ALMOST 6% YESTERDAY SO PUT THOSE TWO STORIES TOGETHER AND THE NASDAQ SLIPPED INTO THE RED EVEN AS THE DOW ROSE NVIDIA HAD ITS WORST DAY SINCE FEBRUARY 5% WHICH ACTUALLY LET APPLE RETAKE THE TITLE OF THE WORLD'S MOST VALUABLE COMPANY PART OF THAT WAS THE NEWS OUT OF CHINA BUT THE BIGGER WORRY THERE ACTUALLY HAD TO DO MORE WITH CIRCULAR DEALS NVIDIA JUST ANNOUNCED A 500 BILLION DOLLAR PLUS DEAL WITH SK GROUP AND IS REPORTEDLY IN TALKS TO BACKSTOP UP TO $250 BILLION BEHIND AN OPEN AI PROJECT AKA KIND OF BE A CO SIGNER FOR AND THOSE TWO DEALS SHOW THAT NVIDIA IS CONTINUING TO PROVIDE SIGNIFICANT FINANCING AND INVESTMENT FOR ITS CUSTOMERS THE COMPANIES THAT ARE BUYING NVIDIA CHIPS SO INVESTORS ARE ASKING AGAIN HOW MUCH OF NVIDIA'S DEMAND IS NVIDIA ITSELF ACTUALLY PAYING FOR I GIVE MORE INFO ON THESE CIRCULAR DEALS ON THE BELL CLUB WEBSITE AND IN MY DAILY NEWSLETTER TODAY NOW THIS MORNING FUTURES ARE POINTING LOWER AS THAT CHIP SELL OFF DEEPENED OVERSEAS KOREAN MEMORY MAKERS SK HYNIX AND SAMSUNG THEY TUMBLD DOUBLE DIGITS OVERNIGHT WE WILL ALSO GET EARNINGS FROM COCA COLA BOEING AND UPS ALL OF THEM REPORT BEFORE THE MARKET OPENS AND TODAY WE GET A FRESH READ ON HOW CONFIDENT CONSUMERS ARE FEELING THE FED'S TWO DAY MEETING STARTS TODAY WITH THE DECISION TOMORROW AFTERNOON MARKETS CURRENTLY SEE ABOUT A 34% CHANCE OF THEM INCREASING RATES THEN TOMORROW WE HAVE MICROSOFT AND META REPORTING AND APPLE AND AMAZON REPORT ON THURSDAY

Transcript

HERE'S WHAT'S GOING ON IN THE STOCK MARKET. SO YESTERDAY FALLING OIL PRICES AND SOME CHIP NEWS OUT OF CHINA PULLED THE MARKET IN OPPOSITE DIRECTIONS. SO LET'S TALK ABOUT WHAT HAPPENED AND WHAT I'M LOOKING FORWARD TO TODAY. SO START WITH THE GOOD NEWS YESTERDAY. OIL, THE INTERNATIONAL BENCHMARK HAD TOPPED $100 LAST WEEK ON INCREASING MIDDLE EAST TENSIONS. BUT YESTERDAY IT FELL MORE THAN 8% AFTER IRAN SIGNALED THAT IT WOULD STAND DOWN. THAT ERASED THE ADDITIONAL RISK THAT TRADERS HAD BUILT INTO PRICES. RELIEF FOR COMPANIES THAT USE A LOT OF ENERGY. SO THINK MANUFACTURERS, BIG RETAILERS. ULTIMATELY IT HELPED PUSH THE DOW DOWN ABOUT HALF A PERCENT. BUT ON THE OTHER HAND, TECH HAD A ROUGH DAY. TWO STORIES OUT OF CHINA REALLY RATTLED CHIP STOCKS. SO FIRST CXMT, CHINA'S LARGEST MAKER OF EVERYDAY MEMORY CHIPS, THE KIND THAT LET YOUR LAPTOP AND PHONE HOLD DATA WHILE THEY WORK. IT WENT PUBLIC IN SHANGHAI AND CLOSED UP AN ASTONISHING 466% IN A SINGLE DAY. THAT GAVE THE COMPANY A MARKET CAP OR VALUE OF ABOUT $487 BILLION, MAKING IT THE MOST VALUABLE COMPANY ON MAINLAND CHINA. SO WHY DID THE COMPANY GO PUBLIC RIGHT NOW? MEMORY CHIP MAKERS HAVE INCREASED PRICES LATELY DUE TO A SHORTAGE OF MEMORY CHIPS. THIS PRICING POWER AND THE RUN-UP WE'VE SEEN IN MEMORY STOCKS MADE IT A GOOD TIME FOR CXMT TO GO PUBLIC. OTHER MEMORY NAMES YESTERDAY FELL ON THE NEWS WITH SK HYNIX DOWN OVER 7% AND MICRON DOWN OVER 2% YESTERDAY. THE SECOND STORY WAS A REPORT THAT SAID CHINA HAS STARTED MASS PRODUCING ITS OWN VERSION OF THE SPECIALIZED MACHINES USED TO ETCH PATTERNS ONTO CHIPS. SO A SINGLE DUTCH COMPANY, ASML HAS BASICALLY HAD A MONOPOLY ON THOSE MACHINES AND KEEPING THEM OUT IS ONE MEASURE THE WEST HAS TAKEN TO TRY TO SLOW DOWN CHINA'S AI PROGRESSION. SO THIS NEWS REALLY RATTLED THE CHIP SECTOR. NOW THE MOST ADVANCED TIER OF ASML MACHINES IS STILL ONLY BUILDABLE BY ASML. BUT THE GAP NARROWED ON THE TIER JUST BELOW, LEAVING INVESTORS WONDERING HOW LONG ASML CAN MAINTAIN ITS MONOPOLY. ASML FELL ALMOST 6% YESTERDAY. SO PUT THOSE TWO STORIES TOGETHER AND THE NASDAQ SLIPPED INTO THE RED EVEN AS THE DOW ROSE. NVIDIA HAD ITS WORST DAY SINCE FEBRUARY, WHICH ACTUALLY LET APPLE RETAKE THE TITLE OF THE WORLD'S MOST VALUABLE COMPANY. PART OF THAT WAS THE NEWS OUT OF CHINA. BUT THE BIGGER WORRY THERE ACTUALLY HAD TO DO MORE WITH CIRCULAR DEALS. NVIDIA JUST ANNOUNCED A $500 BILLION DOLLAR PLUS DEAL WITH SK GROUP AND IS REPORTEDLY IN TALKS TO BACKSTOP UP TO $250 BILLION BEHIND AN OPEN AI PROJECT, AKA KIND OF BE A CO-SIGNER FOR OPEN AI. AND THOSE TWO DEALS SHOW THAT NVIDIA IS CONTINUING TO PROVIDE SIGNIFICANT FINANCING AND INVESTMENT FOR ITS CUSTOMERS THE COMPANIES THAT ARE BUYING NVIDIA CHIPS. SO INVESTORS ARE ASKING AGAIN, HOW MUCH OF NVIDIA'S DEMAND IS NVIDIA ITSELF ACTUALLY PAYING FOR? I GIVE MORE INFO ON THESE CIRCULAR DEALS ON THE BELL CLUB WEBSITE AND IN MY DAILY NEWSLETTER TODAY. NOW THIS MORNING, FUTURES ARE POINTING LOWER AS THAT CHIP SELL-OFF DEEPENED OVERSEAS. KOREAN MEMORY MAKERS SK HYNIX AND SAMSUNG, THEY TUMBLING DOUBLE DIGITS OVERNIGHT. WE WILL ALSO GET EARNINGS FROM COCA COLA, BOEING AND UPS ALL OF THEM REPORT BEFORE THE MARKET OPENS. AND TODAY WE GET A FRESH READ ON HOW CONFIDENT CONSUMERS ARE FEELING. THAT WE HAVE TODAY THE FED'S TWO DAY MEETING STARTS TODAY WITH THE DECISION TOMORROW AFTERNOON. MARKETS CURRENTLY SEE ABOUT A 34% CHANCE OF THEM INCREASING RATES. THEN TOMORROW WE HAVE MICROSOFT AND META REPORTING AND APPLE AND AMAZON REPORT ON THURSDAY.