Vertiv (VRT) fell exactly 17.26% to $223.04 on July 29, 2026 after a Q2 revenue miss overshadowed an EPS beat and higher full-year guidance. Read the daily analysis of Vertiv's execution outlook, momentum risk and key technical levels.

Qualcomm (QCOM) fell exactly 4.42% to $155.68 on July 29, 2026 as a broad semiconductor selloff and earnings uncertainty weighed on the stock. Read the daily analysis of Qualcomm's handset and AI diversification outlook, momentum risk and key technical levels.

Arm Holdings (ARM) fell exactly 8.11% to $224.89 on July 29, 2026 as a broad semiconductor selloff and earnings-event risk pressured AI-chip exposures. Read the daily analysis of Arm Holdings' AI-infrastructure outlook, momentum risk and key technical levels.

AXT Inc (AXTI) fell exactly 13.54% to $36.97 on July 29, 2026 as a broad selloff in related semiconductor names and pre-earnings uncertainty pressured the AI wafer supplier. Read the daily analysis of AXT's demand outlook, momentum risk and key technical levels.

Robinhood (HOOD) fell exactly 3.15% to $89.84 on July 29, 2026 as broad risk reduction and positioning ahead of after-close results pressured trading-platform beta. Read the daily analysis of Robinhood's trading-activity outlook, momentum risk and key technical levels.

IREN Ltd (IREN) fell 13.62% to $29.31 on July 29, 2026 as a broad AI-linked equity selloff hit comparable neocloud and digital-infrastructure names. Read the daily analysis of IREN's AI infrastructure outlook, momentum risk and key technical levels.

シーゲイト・テクノロジー（STX）は7月29日、2.29%上昇して$764.43で取引を終えた。背景には、会計年度第4四半期決算が市場予想を上回り、経営陣が次四半期の売上高見通しをより強気に示したことがある。市場ではクラウド向けストレージ需要の見通しに加え、モメンタムの下振れリスクや主要なテクニカル水準にも注目が集まっている。

SoFi（SOFI）は2026年7月29日、株価が8.90%下落して$15.25となった。第2四半期決算が市場予想を上回った一方、通期の収益性ガイダンスが据え置かれた点に投資家の関心が集まった。材料面では、利益の質に対する見方やモメンタムの悪化、主要なテクニカル水準が焦点となっている。