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HSBC's Max Kettner sees global equities resilient amid tech weakness, with semis signaling buys and Europe/Japan opportunities.

Apple (AAPL) has begun discussions with the Department of Justice about its 2024 antitrust lawsuit that alleged it had an illegal monopoly in the smartphone market. Read for more.

Meta is in talks for a $10B, 2-year cloud deal with Anthropic to power Claude models, part of its Meta Compute push.

T. Rowe's Tony Wang says software valuations (IGV, XSW) look attractive as AI shifts to revenue proof.

New Pacific Metals said its updated preliminary economic report for the Carangas silver-gold project in Bolivia showed after-tax net present value to $2.65B and 35.9% internal rate of return ...

Wall Street slips as tech stocks fall; Apple retakes top market cap, consumer sentiment rises, SpaceX dips, and housing starts surge.

S&P 500 Communication Services (XLC) lagged in Q2; see top/bottom Seeking Alpha Quant-rated stocks and Q2 earnings outlook.

Zoox recalls 105 robotaxis after smoke-detection failure near a fire scene.

Susquehanna reiterates Neutral and $185 on NetApp (NTAP), citing strong enterprise storage demand and AI upside but limited KV cache visibility heading into the second half.

Novartis (NVS) wins full FDA approval for the kidney disease drug, Fabhalta, to slow kidney function decline in adults with primary IgA nephropathy. Read more here.