Top market movers — week of Jul 27 – Aug 2, 2026

“Tesla Missed by 38% But Elon Musk Is Not Worried. Here’s What TSLA Investors Should Make of That. - Barchart.com Tesla Missed by 38% But Elon Musk Is Not Worried. Here’s What TSLA Investors Should Make of That. Barchart.com”

💡 A news report indicates Tesla missed delivery estimates by 38%, which is bearish for TSLA, despite Elon Musk's reported lack of concern.

• SHORT $TSLA Tesla, Inc. conf 7/10 ▼ −3.5% expected tracking…
• NEUTRAL $F Ford Motor Company conf 4/10 no clear move tracking…
• NEUTRAL $GM General Motors Company conf 4/10 no clear move tracking…

“Chip Stocks Slammed by Sell-Off; Jensen Huang Declares 'This Time Is Different,' AI Infrastructure Buildout Just Beginning - finance.biggo.com Chip Stocks Slammed by Sell-Off; Jensen Huang Declares 'This Time Is Different,' AI Infrastructu”

💡 NVIDIA CEO Jensen Huang's statement that 'This Time Is Different' and the AI infrastructure buildout is just beginning signals strong long-term demand for AI-related chip stocks.

• LONG $SMCI Super Micro Computer, Inc. conf 8/10 ▲ +3.5% expected tracking…
• LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
• LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +2% expected tracking…
• LONG $AVGO Broadcom Inc. conf 6/10 ▲ +1.5% expected tracking…
• LONG $AMD Advanced Micro Devices, Inc. conf 5/10 ▲ +1.5% expected tracking…

“Warsh's second U.S. FOMC as oil back above $100 revives rate-hike expectations - 디지털투데이 Warsh's second U.S. FOMC as oil back above $100 revives rate-hike expectations 디지털투데이”

💡 Rising oil prices above $100 are increasing expectations for the Federal Reserve to hike interest rates, which is bearish for equities and bullish for the dollar.

• SHORT $QQQ Invesco QQQ Trust conf 8/10 ▼ −1.1% expected tracking…
• SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 7/10 ▼ −0.8% expected tracking…
• LONG $UUP Invesco DB US Dollar Index Bullish Fund conf 7/10 ▲ +0.6% expected tracking…
• LONG $XLF State Street Financial Select Sector SPDR ETF conf 7/10 ▲ +0.8% expected tracking…

“Fed faces growing pressure to hike rates as price risks rebound - The Japan Times Fed faces growing pressure to hike rates as price risks rebound The Japan Times”

💡 Report suggests the Federal Reserve is under increasing pressure to hike interest rates due to rebounding inflation risks, which could negatively impact growth-sensitive sectors and the broader market.

• SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 8/10 ▼ −1% expected tracking…
• SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 7/10 ▼ −0.8% expected tracking…
• SHORT $QQQ Invesco QQQ Trust conf 7/10 ▼ −1.2% expected tracking…
• LONG $XLF State Street Financial Select Sector SPDR ETF conf 5/10 ▲ +0.5% expected tracking…

“Jensen Huang Says NVIDIA's Physical AI Business Hit $10 Billion — and He Sees a Path to $100 Billion - finance.biggo.com Jensen Huang Says NVIDIA's Physical AI Business Hit $10 Billion — and He Sees a Path to $100 Billion finance.biggo.com”

💡 NVIDIA CEO Jensen Huang's statement about the company's physical AI business reaching $10 billion and a path to $100 billion is bullish for NVIDIA and the broader AI sector.

• LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
• LONG $SMCI Super Micro Computer, Inc. conf 7/10 ▲ +2.5% expected tracking…
• LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1% expected tracking…
• LONG $AVGO Broadcom Inc. conf 5/10 ▲ +1.5% expected tracking…

“Nvidia's Jensen Huang Takes to X for First Time as Vera Rubin Production Begins - AD HOC NEWS Nvidia's Jensen Huang Takes to X for First Time as Vera Rubin Production Begins AD HOC NEWS”

💡 Nvidia CEO Jensen Huang's first post on X, coinciding with the start of Vera Rubin GPU production, signals strong progress and potential for Nvidia's next-gen AI chips.

• LONG $SMCI Super Micro Computer, Inc. conf 8/10 ▲ +2.2% expected tracking…
• LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2% expected tracking…
• LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1.5% expected tracking…
• LONG $ASML ASML Holding N.V. conf 6/10 ▲ +1% expected tracking…