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Public Markets

Last updated: July 28, 2026, 5:30 PM ET

Corporate Earnings and Outlooks

Teradyne reported soaring driven by demand for its semiconductor testing equipment, fueled by the artificial intelligence boom. Ford Motor, anticipating a 0.5% increase in U.S. automobile pricing and projecting adjusted earnings between $10 billion and $11 billion. Mondelez International also raised its outlook after strong second-quarter sales, particularly from the Latin America market, now expecting at least 2% organic net revenue growth. Bloom Energy for revenue and adjusted earnings per share as its second-quarter profit and sales climbed. Hilton posted a second-quarter profit of $482 million, with revenue growth supported by a resurgence in mid-range hotels. Sherwin-Williams expects net in the mid- to high-single-digit percent range for the year, exceeding its previous outlook for low- to mid-single-digit growth. Centene raised 2026 due to improved medical cost control and strength in its healthcare lines. United Parcel Service following a revenue climb in the second quarter, indicating its restructuring efforts are yielding results.

Technology and AI Sector Dynamics

Seagate Technology to $1.29 billion, or $5.58 a share, from $488 million a year prior, as the AI boom drove demand for its data storage solutions. The broader chip stock sector, however, with the Nasdaq 100 briefly entering correction territory ahead of Big Tech earnings. Investors rotated out, favoring other sectors that had lagged earlier in the year, as concerns about Big Tech's AI spending intensified. ASM International, exceeding its previous 2027 target range of $4.21 billion to $5.23 billion due to strong AI-driven orders and visibility. Apple surpassed $5 for the first time, benefiting from its restrained AI spending and attracting investors seeking refuge from the chip sector's decline. Anthropic's Claude AI model identified flaws in challenging encryption algorithms, potentially impacting online financial transactions and private communications.

Financial Services and Consumer Spending

Visa reported third-quarter to $5.63 billion, citing resilient consumer and business spending. However, the payments giant also announced it is, affecting approximately 7% of its workforce, primarily in technology and product teams. PayPal signaled an openness to a buyout while also bumping up its profitability forecast and focusing on a turnaround. TD Securities, suggesting the market is mispricing Federal Reserve rate risk, and that the currency could weaken if the Fed holds rates steady. U.S. insurers rallied on Tuesday, with an industry gauge reaching a record high, as investors moved toward defensive sectors amid AI concerns. S&P Global Inc. missed profit, with its quarterly results impacted by factors including the U.S.-Iran War, which made it harder to increase pricing on energy data contracts. Grub Market Inc., an e-commerce platform following recent acquisitions.

Energy and Transportation Sectors

U.S. natural gas futures for a fourth consecutive session, pressured by solid production and inventories amid moderate weather-driven demand. Boeing reported larger-than-expected, including a $280 million charge related to delays in the Air Force One program. JetBlue's net loss in the second quarter, and the carrier is considering further aircraft financing if high fuel costs persist. Royal Caribbean Group for the year, as prolonged geopolitical uncertainty negatively impacted second-quarter bookings. French shipping companies as customers stockpile goods to preempt potential tariffs.

Mergers, Acquisitions, and Legal Matters

Caesars Entertainment narrowed its loss to $62 million in its first earnings report since agreeing to a $5.7 billion acquisition by Tilman Fertitta. Wachtell Lipton's co-chair, Bill Savitt along with five other partners, highlighting fierce competition for top legal talent. Gibson Dunn's hiring of Savitt underscores the ongoing competition for senior lawyers on Wall Street. Brady Corp. sold $800 to finance its acquisition of Honeywell International Inc.'s productivity solutions and services business. S&P Global Ratings in Nigeria-based Agusto & Co. to enhance its coverage in Africa. The owner of the LA Dodgers' insurer, Delaware Life, reclassified loans to "Dodger Tickets" as related-party investments after previously labeling them unaffiliated. eBay paid couple for its role in a harassment campaign that included threatening deliveries after the couple criticized the e-commerce retailer.

Global Affairs and Geopolitical Tensions

Treasury yields edged lower as hopes for a diplomatic resolution between the U.S. and Iran pushed oil prices down. U.S. stocks finished mixed as chip stock routs continued, while falling oil prices. Iran has been rapidly escalating executions, with human rights activists reporting a surge in killings, which has prompted public protests. Ukraine's strike on an Iranian ship, representing a direct encounter between nations on opposing sides for years. The UAE bond market, with sales up by a third year-over-year, against the backdrop of the ongoing Middle East conflict. Ghana has earmarked $429 million to purchase gold to bolster its foreign-exchange reserves, shifting the program's management to the government.

Regulatory and Political Developments

The Trump administration is from environmental reviews that assess the impact of rocket launches and reentries on wildlife. Federal agents have reportedly, broadening deportation efforts to include spouses of Americans, tech workers, and others with expired visas. The Democratic Party approved a new calendar for its 2028 primary, placing South Carolina first and increasing the influence of Black and Latino voters. The U.S. government is reportedly for 2027, which is expected to result in higher premiums for some seniors. The Writers Guild has over its inclusion of a section for AI-generated films.

Private Equity

Last updated: July 28, 2026, 5:30 PM ET

Infrastructure and Industrials Deals

Stonepeak CMA have finalized the formation of United Ports, a joint venture where Stonepeak invested $2.4 billion for a 25% stake, with CMA CGM maintaining 75% ownership and operational control. Separately, completed buyout of material handling firm Intelligrated from Honeywell Technologies.

Healthcare and Consumer Investments

Golub Capital fast-food chain Church’s Texas Chicken, which was acquired by High Bluff Capital Partners and Future Standard in 2021. In the healthcare sector in the healthcare knowledge platform Onviv.

Family Office Strategy Shifts

Family office the secondaries market as part of a portfolio revamp, with Chief Investment Officer Vishnu Amble favoring bilateral sales of private equity fund stakes to reduce illiquid asset exposure. GreenBear is also, preferring the cost-efficiency benefits of separately managed accounts amid moderating private equity returns.

Sector Trends and New Platforms

equity-backed deals remain robust in the wealth management sector. Additionally, Carlyle has made its debut investment from a new aerospace platform.

Sector Investment

Last updated: July 28, 2026, 5:30 PM ET

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