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Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat

Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat

Published 2 weeks ago
Description

Market update for Tuesday July 28, 2026

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In today’s episode, Zaid covers:

  • The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface

  • China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment

  • Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff

  • How Google’s AI Overviews are reshaping search

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