Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
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
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.