Daily Market Report – July 27, 2026

Markets The S&P 500 (SPX) closed nearly unchanged at 7,413 points. The Nasdaq 100 (NDX) fell under the pressure of semiconductor stocks by 0.32 percent to 28,039 points. In contrast, the Dow Jones (DJI) rose by 0.51 percent to 52,210 points. In Europe, the DAX (DAX) gained 1.04 percent to 25,361 points following the interruption of the American-Iranian attacks. In light of the diplomatic talks and the prospect of a resumption of shipping through the Strait of Hormuz, Brent crude oil (UKOIL) decreased by 9.40 percent to $87.68. The yield on ten-year US Treasury bonds (US10Y) fell by nearly 4 basis points to 4.64 percent ahead of the Fed meeting.

Company Nvidia (NVDA) came under pressure due to reports of high commitments for AI infrastructure and a $5 billion investment in Safe Superintelligence. Apple (AAPL) surpassed Nvidia according to market reports at the close of trading in market valuation. A placement of debt securities amounting to $12.3 billion for a data center project by BlackRock (BLK) met with strong demand. ASML (ASML) lost 5.80 percent after reports of the start of Chinese mass production of certain DUV lithography systems heightened concerns about increasing competition.

The American depositary shares of SK Hynix (000660) fell below the issue price after the $26.5 billion IPO. Amazon (AMZN) applied for approval for a network of more than 5,000 satellites. It is intended to provide direct service to mobile phones and compete with existing satellite services. SpaceX (SPCX) dropped to a new low despite a largely successful Starship flight. In light of the ongoing weakness in semiconductor stocks, Advanced Micro Devices (AMD) declined by 5.17 percent.

LVMH (MC) reported growth in fashion and leather goods for the first time in almost two years. However, the Iran conflict impacted the demand from wealthy customers. Philips (PHIA) raised its margin forecast for 2026 following a U.S. customs refund and better than expected second quarter results.

Shopify (SHOP) rose by 11.54 percent to 126.88 Canadian dollars. Palantir (PLTR) gained 7.00 percent to 131.53 dollars, ServiceNow (NOW) 6.86 percent to 105.56 dollars, and Salesforce (CRM) 6.07 percent to 173.60 dollars. Intuitive Surgical (ISRG) increased by 5.73 percent to 356.83 dollars, AppLovin (APP) by 5.29 percent to 412.73 dollars, and Booking (BKNG) by 5.26 percent to 186.79 dollars.

Macroeconomics This week, according to Fed, the meeting of the Open Market Committee is scheduled. At the same time, the government again called for lower interest rates. The White House focused on tariffs and relaxed environmental regulations in its economic policy message ahead of the midterm elections. According to ifo, the German business climate improved. Companies assessed their situation as less pessimistic despite ongoing uncertainty. Meanwhile, the BoE is facing demands from British banks to review the competitive disadvantages of their capital rules compared to American institutions.

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*Created on 07/27/2026 / 17:24 (Europe/Berlin)*