July 29, 2026 Market LiveCast Brief

23:59:37 UTC Event preview High impact Verified context

In approximately one minute, the Bank of Japan's monetary policy meeting is scheduled to begin.

In approximately one minute, the Bank of Japan's monetary policy meeting is scheduled to begin. Market attention will likely be on the Japanese Yen, the USD/JPY pair, and the Nikkei.

$FX$POLICY$JPY$USDJPY$NIKKEI$JGB

23:51:37 UTC Breaking news Priority alert Verified context

Breaking market update. A Wall Street Journal report indicates a US Commander has a two-week plan to escalate strikes in Iran.

Breaking market update. A Wall Street Journal report indicates a US Commander has a two-week plan to escalate strikes in Iran. We are monitoring for market response and additional verified context.

23:48:37 UTC Market digest Market context Verified context

In the last few minutes, Japan's 10-Year JGB Futures have fallen 0.27 points.

In the last few minutes, Japan's 10-Year JGB Futures have fallen 0.27 points. Separately, the Australian regulator has initiated legal action against Telegram.

$JGB

23:45:37 UTC Market digest Market context Verified context

Australia's regulator has sued Telegram.

Australia's regulator has sued Telegram. This action follows reports of pro-terror posts on the platform.

23:40:37 UTC Market digest Market context Verified context

Microsoft has revised its capital spending forecast for 2023.

Microsoft has revised its capital spending forecast for 2023. The company now projects capital spending to be 175 billion dollars.

$MSFT

23:36:37 UTC Breaking news Priority alert Verified context

Breaking market update. Japan's Tamron has received a takeover offer from Sony.

Breaking market update. Japan's Tamron has received a takeover offer from Sony. Tamron is considering the Sony takeover offer.

$SONY$TAMRY

23:32:37 UTC Breaking news Priority alert Verified context

Breaking market update. Microsoft is reportedly spending nine billion dollars monthly on chips.

$MSFT

23:31:37 UTC Breaking news Priority alert Verified context

Breaking market update. Lockheed plans to hire 650 additional workers for a Patriot-focused workforce of 1,850 at its…

Breaking market update. Lockheed plans to hire 650 additional workers for a Patriot-focused workforce of 1,850 at its Camden, Arkansas line. This follows a prior THAAD contract earlier this year. Both actions are related to the administration's campaign to mobilize the defense industrial base.

23:29:37 UTC Breaking news Priority alert Verified context

Breaking news: The Pentagon has awarded Lockheed Martin a $59 billion deal.

Breaking news: The Pentagon has awarded Lockheed Martin a $59 billion deal. This deal is to triple Patriot missile production over the next seven years. This extends an April $4.7 billion contract with a new $53.86 billion modification. Production is set to ramp from approximately 600 missiles per year to around 2,000 by 2030. The PAC-3 MSE interceptors are noted to cost about $4 million each.

23:25:37 UTC Breaking news Priority alert Verified context

Breaking market update. Israel's Prime Minister Netanyahu has stated he does not support a Palestinian state.

Breaking market update. Israel's Prime Minister Netanyahu has stated he does not support a Palestinian state. He opposes a Palestinian state.

23:24:37 UTC Breaking news Priority alert Verified context

Breaking news: Ukraine reports that Russia has launched ballistic missile attacks on Kyiv.

23:23:37 UTC Market digest Market context Verified context

In market news, the International Monetary Fund, or IMF, has completed its ninth review under a credit facility for Niger.

In market news, the International Monetary Fund, or IMF, has completed its ninth review under a credit facility for Niger. Following this review, the IMF has released 33 million dollars to Niger.

23:20:37 UTC Breaking news Priority alert Verified context

Breaking market update. RBA's Hunter stated they will not speculate on the August policy meeting.

Breaking market update. RBA's Hunter stated they will not speculate on the August policy meeting. Hunter also noted that Q2 inflation was slightly softer than expected.

23:19:37 UTC Breaking news Priority alert Verified context

Breaking market update. OpenAI revenue has exceeded expectations.

$OPENAI

23:18:37 UTC Breaking news Priority alert Verified context

Breaking market update. OpenAI's July revenue has surpassed its total revenue for Q2.

23:17:37 UTC Breaking news Priority alert Verified context

Breaking news: RBA's Hunter states that long-term inflation expectations cannot be allowed to become de-anchored.

23:15:37 UTC Breaking news Priority alert Verified context

Breaking market update. Netanyahu states he thinks Iran is weaker than ever before.

23:14:37 UTC Breaking news Priority alert Verified context

Breaking market update. Israeli Prime Minister Netanyahu has stated that options regarding Iran are President Trump's…

Breaking market update. Israeli Prime Minister Netanyahu has stated that options regarding Iran are President Trump's decision.

23:13:37 UTC Breaking news Priority alert Verified context

Breaking market update. The U.S.

Breaking market update. The U.S. military has conducted air strikes in Iran, according to Axios.

23:12:37 UTC Breaking news Priority alert Verified context

Breaking market update. The U.S.

Breaking market update. The U.S. military has conducted air strikes in Iran. This information comes from Axios.

23:11:37 UTC Breaking news Priority alert Verified context

Breaking news: Lockheed Martin, ticker LMT, has been awarded a $58.62 billion contract by the Department of War.

Breaking news: Lockheed Martin, ticker LMT, has been awarded a $58.62 billion contract by the Department of War. This award is for multiyear PAC-3 MSE production.

$LMT

23:10:37 UTC Breaking news Priority alert Verified context

Breaking market update. Trump states, "We'll Finish Off Iran Pretty Soon." He also says the US has hit Iran "Very Hard."…

Breaking market update. Trump states, "We'll Finish Off Iran Pretty Soon." He also says the US has hit Iran "Very Hard." These statements were made during a tele-rally.

23:02:37 UTC Breaking news Priority alert Verified context

Breaking market update. Reformation has announced the pricing of its Initial Public Offering.

$REF

23:01:37 UTC Breaking news Priority alert Verified context

Breaking market update. Chinese automakers are increasing discounts in the UK.

Breaking market update. Chinese automakers are increasing discounts in the UK. This information is based on recent news.

$JET.L$MGNS.L

22:54:37 UTC Breaking news Priority alert Verified context

Breaking market update. Intel has granted RosaicLabs access to its chip technology.

Breaking market update. Intel has granted RosaicLabs access to its chip technology. This means Intel is sharing chip technology with RosaicLabs.

$INTC

22:51:37 UTC Breaking news Priority alert Verified context

Breaking market update. The UAE has approved ImmunityBio's ANKTIVA.

Breaking market update. The UAE has approved ImmunityBio's ANKTIVA. This includes the granting of marketing authorization for ANKTIVA in the UAE.

$IBRX

22:50:37 UTC Breaking news Priority alert Verified context

Breaking market update. RBA's Hunter has stated a preference against higher inflation expectations becoming embedded.

22:47:37 UTC Market digest Market context Verified context

MSFT has been discussing its enterprise AI architecture.

MSFT has been discussing its enterprise AI architecture. The company emphasizes the use of swappable AI models within this architecture.

$MSFT

22:44:37 UTC Breaking news Priority alert Verified context

Breaking market update. RBA's Hunter stated that aside from fuel, there were not many surprises in the CPI data.

Breaking market update. RBA's Hunter stated that aside from fuel, there were not many surprises in the CPI data. The CPI downside surprise came from fuel and travel.

22:42:37 UTC Market digest Market context Verified context

Microsoft has been discussing its enterprise AI architecture, highlighting swappable AI models.

Microsoft has been discussing its enterprise AI architecture, highlighting swappable AI models. Additionally, Microsoft has improved its data center deployment efficiency.

$MSFT

22:39:37 UTC Market digest Market context Verified context

In market news, Accuray has announced a plan for value creation.

In market news, Accuray has announced a plan for value creation. Microsoft has discussed its enterprise AI architecture, emphasizing swappable AI models. Additionally, Microsoft has improved its data center deployment efficiency.

$ARAY$MSFT

22:34:37 UTC Breaking news Priority alert Verified context

Breaking market update. MSFT warns of OpenAI-related volatility.

Breaking market update. MSFT warns of OpenAI-related volatility. MSFT expects quarterly volatility in bookings.

$MSFT

22:33:37 UTC Breaking news Priority alert Verified context

Breaking market update. Microsoft reports accelerating Azure growth.

Breaking market update. Microsoft reports accelerating Azure growth. Microsoft states Azure demand exceeds supply.

$MSFT

22:27:37 UTC Breaking news Priority alert Verified context

Breaking market update. Russia has launched a ballistic missile strike on Kyiv.

Breaking market update. Russia has launched a ballistic missile strike on Kyiv. The mayor is urging residents to seek shelter.

22:25:37 UTC Breaking news Priority alert Verified context

Breaking market update. Russia has launched ballistic missiles at Ukraine's Kyiv.

Breaking market update. Russia has launched ballistic missiles at Ukraine's Kyiv. The Mayor is urging residents to seek shelter.

22:17:37 UTC Breaking news Priority alert Verified context

Breaking market update. Explosions have been reported in Kyiv, Ukraine.

Breaking market update. Explosions have been reported in Kyiv, Ukraine. This is a developing situation.

22:15:37 UTC Market digest Market context Verified context

Microsoft has updated its capital expenditure forecast for fiscal year 2027 to $175 billion.

Microsoft has updated its capital expenditure forecast for fiscal year 2027 to $175 billion. Separately, Microsoft's cloud revenue has surpassed $214 billion.

22:12:37 UTC Breaking news Priority alert Verified context

Breaking market update. Explosions have been reported in Kyiv, Ukraine, according to a source witness.

22:10:37 UTC Breaking news Priority alert Verified context

Breaking market update. Faraday Future: A buy-emerging rating has been reiterated, and a price target has been updated.

22:09:37 UTC Market digest Market context Verified context

Microsoft has announced an increase in its capital expenditure for fiscal year 2027, now projected at $175 billion.

Microsoft has announced an increase in its capital expenditure for fiscal year 2027, now projected at $175 billion. This follows the company's expansion of its data center infrastructure, with 31 new data centers added. Microsoft's cloud revenue has also been reported to exceed $214 billion.

22:00:37 UTC Breaking news Priority alert Verified context

Breaking market update. Li Bang International has announced a share consolidation.

Breaking market update. Li Bang International has announced a share consolidation. The consolidation is 1-for-200.

21:53:37 UTC Breaking news Priority alert Verified context

Breaking market update. The US has awarded Lockheed Martin a $58.6 billion contract.

Breaking market update. The US has awarded Lockheed Martin a $58.6 billion contract. Lockheed Martin has won this $58.6 billion contract.

21:52:37 UTC Breaking news Priority alert Verified context

Breaking market update: JNJ has acquired Firefly Bio.

Breaking market update: JNJ has acquired Firefly Bio. This acquisition is for oncology innovation.

21:50:37 UTC Market digest Market context Verified context

Five9 will be joining the S&P SmallCap 600.

21:47:37 UTC Market digest Market context Verified context

In market news, Five9 is set to join the S&P SmallCap 600.

In market news, Five9 is set to join the S&P SmallCap 600. Additionally, the Meta CEO has stated that open-weight models do not diminish the API opportunity.

21:44:37 UTC Market digest Market context Verified context

In market news, JNJ has announced a collaboration with Sail Biomedicines.

In market news, JNJ has announced a collaboration with Sail Biomedicines. Separately, Binance.US is seeking approval from the CFTC for prediction markets. Also noted on the economic calendar is the Fed speak schedule for Thursday, July 30th.

21:40:37 UTC Market digest High impact Verified context

In market news, General Dynamics has been awarded a $76.6 billion contract by the US.

In market news, General Dynamics has been awarded a $76.6 billion contract by the US. Separately, JNJ is collaborating with Sail Biomedicines. Also, Binance.US is seeking CFTC approval for prediction markets.

21:37:37 UTC Breaking news Priority alert Verified context

Breaking market news: Meta expects higher margins from selling intelligence.

21:35:37 UTC Breaking news Priority alert Verified context

Commentary timeline

In approximately one minute, the Bank of Japan's monetary policy meeting is scheduled to begin.

Breaking market update. A Wall Street Journal report indicates a US Commander has a two-week plan to escalate strikes in Iran.

In the last few minutes, Japan's 10-Year JGB Futures have fallen 0.27 points.

Australia's regulator has sued Telegram.

Microsoft has revised its capital spending forecast for 2023.

Breaking market update. Japan's Tamron has received a takeover offer from Sony.

Breaking market update. Microsoft is reportedly spending nine billion dollars monthly on chips.

Breaking market update. Lockheed plans to hire 650 additional workers for a Patriot-focused workforce of 1,850 at its…

Breaking news: The Pentagon has awarded Lockheed Martin a $59 billion deal.

Breaking market update. Israel's Prime Minister Netanyahu has stated he does not support a Palestinian state.

Breaking news: Ukraine reports that Russia has launched ballistic missile attacks on Kyiv.

In market news, the International Monetary Fund, or IMF, has completed its ninth review under a credit facility for Niger.

Breaking market update. RBA's Hunter stated they will not speculate on the August policy meeting.

Breaking market update. OpenAI revenue has exceeded expectations.

Breaking market update. OpenAI's July revenue has surpassed its total revenue for Q2.

Breaking news: RBA's Hunter states that long-term inflation expectations cannot be allowed to become de-anchored.

Breaking market update. Netanyahu states he thinks Iran is weaker than ever before.

Breaking market update. Israeli Prime Minister Netanyahu has stated that options regarding Iran are President Trump's…

Breaking market update. The U.S.

Breaking market update. The U.S.

Breaking news: Lockheed Martin, ticker LMT, has been awarded a $58.62 billion contract by the Department of War.

Breaking market update. Trump states, "We'll Finish Off Iran Pretty Soon." He also says the US has hit Iran "Very Hard."…

Breaking market update. Reformation has announced the pricing of its Initial Public Offering.

Breaking market update. Chinese automakers are increasing discounts in the UK.

Breaking market update. Intel has granted RosaicLabs access to its chip technology.

Breaking market update. The UAE has approved ImmunityBio's ANKTIVA.

Breaking market update. RBA's Hunter has stated a preference against higher inflation expectations becoming embedded.

MSFT has been discussing its enterprise AI architecture.

Breaking market update. RBA's Hunter stated that aside from fuel, there were not many surprises in the CPI data.

Microsoft has been discussing its enterprise AI architecture, highlighting swappable AI models.

In market news, Accuray has announced a plan for value creation.

Breaking market update. MSFT warns of OpenAI-related volatility.

Breaking market update. Microsoft reports accelerating Azure growth.

Breaking market update. Russia has launched a ballistic missile strike on Kyiv.

Breaking market update. Russia has launched ballistic missiles at Ukraine's Kyiv.

Breaking market update. Explosions have been reported in Kyiv, Ukraine.

Microsoft has updated its capital expenditure forecast for fiscal year 2027 to $175 billion.

Breaking market update. Explosions have been reported in Kyiv, Ukraine, according to a source witness.

Breaking market update. Faraday Future: A buy-emerging rating has been reiterated, and a price target has been updated.

Microsoft has announced an increase in its capital expenditure for fiscal year 2027, now projected at $175 billion.

Breaking market update. Li Bang International has announced a share consolidation.

Breaking market update. The US has awarded Lockheed Martin a $58.6 billion contract.

Breaking market update: JNJ has acquired Firefly Bio.

Five9 will be joining the S&P SmallCap 600.

In market news, Five9 is set to join the S&P SmallCap 600.

In market news, JNJ has announced a collaboration with Sail Biomedicines.

In market news, General Dynamics has been awarded a $76.6 billion contract by the US.

Breaking market news: Meta expects higher margins from selling intelligence.

Breaking market update. The Meta CFO states the company prioritizes near-term infrastructure capacity.