KALIBREFed holds rates steady as markets parse the statement's tone
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NEWS FEED
Breaking news, the moment it lands
Major outlets across the US, Asia and Europe plus SEC filings in one stream, every headline with its original publisher.
LIVE
Semiconductor materials exports rise for a third straight month, a sign of supply-chain recovery
Yuan volatility picks up, eyes on the PBoC's daily fix
KALIBRE AI
"Is the memory price rebound already in the price for Korean chipmakers?"
Only partly. Spot DRAM has risen for three straight months1, yet forward price-to-book for Korean semiconductor names still sits below the last cycle's peak2. The re-rating hinges on demand durability in next quarter's guidance.
Screens and figures shown are for illustrative purposes only.
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BRIEFINGS
Bell to bell, the day in one read
Overnight US markets in the morning, today's Asian close in the evening, plus in-depth reports for the context behind the numbers.
Opening Bell
Opening Bell · 07-31 (Fri)
Overnight US Markets
| Index | Close | Change |
|---|---|---|
| S&P 500 | 6,480.11 | −0.31% |
| Nasdaq | 23,772.40 | +1.02% |
| PHLX Semiconductor | 5,918.62 | +1.44% |
| VIX | 14.62 | −2.10% |
What to Watch Today
- Quarterly results from large-cap tech and semiconductor equipment makers are due in the US session.
- After the Asian open, China manufacturing data and remarks from the Bank of Japan governor are pending.
Overnight Headlines
-
Fed official reiterates caution on the timing of cuts
REUTERSLanguage on easing was dropped, deepening the wait-and-see mood.
-
Chip equipment orders recover, a sign data-center capex is resuming
CNBCEquipment names led the index higher.
Weekly
How far has the semiconductor rally run: earnings versus valuation
Rebounding memory prices and foundry expansion plans lifted the index together, but whether demand holds up is decided by next quarter's guidance.
Fund Flows
PRO
Q2 through the 13Fs: where institutions cut and where they added
Holding changes across the 40 largest managers, aggregated by sector.
Earnings
Chip earnings preview: three ways guidance could break
What to check across equipment, materials and memory.
The headlines and figures above are illustrative examples, not real published reports. This is not investment advice.
MARKET DATA
The numbers and the dates, on one screen
Indices, FX, commodities and sovereign bond yields stacked one line each, with what's being released and how much it matters.
Markets
S&P 500
6,480.11
▲ +2.41%
Nasdaq
23,772.40
▲ +3.18%
VIX
14.62
▼ −8.04%
Rates · FX
UST 10Y
4.21%
▼ −0.42%
USD/KRW
1,364.50
▲ +0.86%
Fri, Jul 31
06:00
!
Earnings
Apple · Amazon quarterly results
10:30
!!
Econ
China July manufacturing PMI
Est. 49.8 · Prev. 49.5
21:30
!!!
Econ
US June PCE price index
Est. 2.6% · Actual 2.7% · Prev. 2.6%
23:00
!!
Econ
Michigan consumer sentiment, final
Est. 61.8 · Prev. 60.7
The figures and dates above are illustrative examples, not live data. This is not investment advice.
DISCLOSURES
The raw filings behind the news
Stock trades disclosed by members of the US Congress and quarterly holdings of institutional investors, collected straight from the filings.
Representative ATX-12
3d ago
NVDA
NVIDIA Corporation
Senator BFL
6d ago
XOM
Exxon Mobil Corporation
Berkshire HathawayWarren Buffett
2026 Q1
AAPLApple Inc.
COM
$58.9B
22.4%
−6%
CitadelKen Griffin
2026 Q1
NVDANVIDIA Corp.
COM
$2.68B
1.9%
New
ARK InvestCathie Wood
2026 Q1
TSLATesla, Inc.
COM
$1.26B
9.8%
+12%
The people, firms and figures above are illustrative examples, not actual filings. Not investment advice.