Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?
Reported by CNBC · cnbc.com · July 29, 2026
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $MSFT +0.84%, $META +1.66%
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