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Ko'proq ko'rsatish📈 Telegram kanali UTEX analitikasi
UTEX (@utex_exchange) Ingliz til segmentidagi kanali faol ishtirokchi. Hozirda hamjamiyat 26 285 obunachidan iborat bo'lib, Iqtisodiyot & Moliya toifasida 4 717-o'rinni va AQSH mintaqasida 1 466-o'rinni egallagan.
📊 Auditoriya ko‘rsatkichlari va dinamika
невідомо sanasidan buyon loyiha tez o‘sib, 26 285 obunachiga ega bo‘ldi.
30 Iyul, 2026 dagi oxirgi ma’lumotlarga ko‘ra kanal barqaror faollikka ega. Oxirgi 30 kunda obunachilar soni -664 ga, so‘nggi 24 soatda esa -32 ga o‘zgardi va umumiy qamrov yuqori darajada qolmoqda.
- Tasdiqlash holati: Tasdiqlanmagan
- Jalb etish (ER): Auditoriya o‘rtacha 3.67% darajada jalb etiladi. Nashrdan keyingi dastlabki 24 soatda kontent odatda umumiy obunachilar sonining 2.98% ini tashkil etuvchi reaksiyalarni to‘playdi.
- Post qamrovi: Har bir post o‘rtacha 964 marta ko‘riladi; birinchi sutkada odatda 783 ta ko‘rish yig‘iladi.
- Reaksiyalar va o‘zaro ta’sir: Auditoriya faol: har bir postga o‘rtacha 137 ta reaksiya keladi.
- Tematik yo‘nalishlar: Kontent revenue, expectation, forecast, premarket, u.s kabi asosiy mavzularga jamlangan.
📝 Tavsif va kontent siyosati
Muallif resursni shaxsiy fikrni ifoda etish maydoni sifatida ta’riflaydi:
“Official channel of UTEX trading platform.
Our website: https://go.utex.io/g7u14c
Technical support: @utex_help_bot”
Yuqori yangilanish chastotasi (oxirgi ma’lumot 31 Iyul, 2026 da olingan) sababli kanal doimo dolzarb va katta qamrovli bo‘lib qoladi. Analitika auditoriya kontent bilan faol hamkorlik qilishini, uni Iqtisodiyot & Moliya toifasidagi muhim ta’sir nuqtasiga aylantirishini ko‘rsatadi.
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Kanal postlari
Energy and AI infrastructure contractor benefits from the AI boom. U.S. military shipbuilder ramps up aircraft carrier production
↘️ Meta Platforms (META) -10%. A mixed report, weak revenue guidance, and a sharp drop in free cash flow amid rising AI costs.
↗️ Microsoft (MSFT) +9%. The tech giant's results beat Wall Street expectations, easing investor panic over the return on AI investments.
↗️ Baxter International (BAX) +17%. The medical technology company significantly beat analyst expectations on both revenue and profit and raised its full‑year earnings guidance. Several analysts have already raised their price targets for BAX: UBS from $19 to $25, Stifel from $19 to $24.
↗️ Quanta Services (PWR) +12%. A leading energy and AI infrastructure contractor easily beat analyst consensus. Earnings per share came in at $4.24, with revenue of $9.56B, compared to expectations of $3.29 and $8.61B, respectively. The company also sharply raised its full‑year guidance amid the AI‑driven data center boom. This growth partially offset a 21% decline over the past month following a downgrade from JPMorgan.
↗️ Huntington Ingalls Industries (HII) +12%. The US military shipbuilder posted a stellar financial report that crushed Wall Street estimates and raised its full‑year guidance. Revenue grew 10.9% year‑over‑year, with operating margin expanding from 5.3% to 6.1%. Growth was driven primarily by construction of nuclear‑powered aircraft carriers, submarines, and amphibious assault ships.
↘️ LKQ Corporation (LKQ) -15%. A global supplier of alternative auto parts. The report came in worse than expected, and the company also sharply lowered its full‑year forecast. The main reason was trouble at its European division, where revenue fell 9.6%.
↘️ Fair Isaac Corporation (FICO) -12%. The analytics software developer missed revenue expectations, showed high debt levels, and issued subdued annual guidance. This offset the positive impact of strong profit growth.
| 2 |  Overnight highlights ⚡️
🪟 Microsoft crushed expectations. Shares jumped 8% after earnings.
🔘Revenue: $90B vs. $87.7B expected
🔘EPS: $4.74 vs. $4.25 expected
🔘Azure revenue growth accelerated to 43% (vs. ~40% expected) and surpassed $100B annually for the first time
🔘Microsoft 365 Copilot exceeded 30M paid users
CEO Satya Nadella said customers continue to invest heavily in AI, while demand for cloud services remains exceptionally strong.
📖 Meta disappointed, falling 9% after earnings.
🔘Revenue rose to $60.8B, slightly above expectations, but EPS missed: $6.18 vs. $7.22 expected, weighed down by heavy AI spending and $2.4B in legal expenses
🔘Free cash flow declined sharply
🔘Full-year AI infrastructure capex guidance was raised to $130–145B
CFO Susan Li said the industry has "historically underbuilt capacity for the AI adoption wave," making existing compute capacity especially valuable.
♦️ The Fed left interest rates unchanged at 3.50–3.75%, in line with expectations. The decision was not unanimous: Hammack, Kashkari, and Logan dissented, favoring a rate hike.
Warsh said there was no issue with differing views among committee members. He also announced that the Fed will no longer publish the dot plot or economic projections. Instead of focusing on CPI and PCE, the Fed will look at other indicators, though he did not specify which ones.
Following his remarks, SPY fell 1%, while the Nasdaq dropped about 2%. | 1 444 |
| 3 | Matn yo'q... | 2 288 |
| 4 |  Teradyne rises on chipmaker equipment investments. Health insurer Humana gets quality rating below 4+
↗️ GE HealthCare Technologies (GEHC) +9%. The medical equipment manufacturer reported better‑than‑expected results. One of the main drivers of the strong quarter was record order volume and a robust backlog. Growth was seen across all major business segments.
↗️ Garmin (GRMN) +6%. The manufacturer of GPS technology and smart watches posted double‑digit revenue growth and a significant increase in profit. Growth was driven by strong demand for modern sports watches and other wearable devices. The Fitness segment is the company's main revenue source: 37% of quarterly revenue, 35% of year‑to‑date revenue.
↗️ Teradyne (TER) +10%. A chip testing equipment maker. The report significantly beat expectations. The company issued quarterly revenue guidance of $1.25B versus a consensus of $1.04B. CEO Greg Smith stated: "Our Q3 guidance reflects robust AI-related demand." According to him, future growth will be supported by increased chipmaker investments in equipment for wafer production and capacity expansion.
↘️ CoStar Group (CSGP) -16%. The company provides commercial real estate analytics. CoStar posted mixed results and did not raise its full‑year revenue guidance despite better‑than‑expected profit. Investors were spooked by weak new contract signings, intensifying competition for the Apartments platform, and the threat from AI, which could reshape the market.
↘️ Humana (HUM) -6%. The health insurer beat profit and revenue expectations but lowered its full‑year EPS guidance from $8.36 to $6.52. The reason was a drop in quality ratings for its Medicare Advantage plans, which means Humana will receive fewer government bonus payments. | 2 283 |
| 5 |  Semiconductor sell‑off. Premarket overview
↗️ IQVIA Holdings (IQV) +11%. A healthcare technology and clinical research company. The report beat revenue and profit expectations. IQVIA also raised its full‑year guidance amid strong demand for AI‑powered solutions.
↘️ Seagate Technology (STX) -6%. The company is preparing to release its quarterly report. Against the backdrop of overall volatility in the tech sector and profit‑taking, the stock has pulled back to the $758–807 range, but analysts remain highly optimistic due to the AI boom.
↘️ Corning (GLW) -6.5%. A manufacturer of specialty glass, ceramics, and optical fiber. Although the company beat profit and revenue estimates, investors were disappointed by third‑quarter guidance that came in at the midpoint of Wall Street forecasts.
↘️ Micron Technology (MU) -9%. The sell‑off in the semiconductor sector is driven by intensifying competition from China and concerns about the sustainability of demand for AI infrastructure.
↘️ Western Digital (WDC) -4.2%. Investors are taking profits after the stock rallied to all‑time highs around $800 in June. Volatility also arose ahead of the earnings report and due to a slowdown in AI infrastructure spending. | 2 285 |
| 6 |  When your friend sold at +10%, but you're waiting for 10×.
👉 Take profits or check how many x's you're up:
https://go.utex.io/utex-post | 2 302 |
| 7 |  Top trading ideas for this week
🔴 Seagate Technology (STX). Report on July 28 after market close. Analysts expect strong results driven by massive demand for data storage infrastructure for AI and cloud data centers. The stock has already pulled back 20% from its late‑June highs, but investors may continue to take profits. Strong performance in high‑capacity drive deployments and progress on the Mozaic 4+ technology could add optimism and confidence among buyers.
🔴 Microsoft (MSFT). Report on July 29 after market close. The stock is now trading at levels last seen a year ago, having given up all of its first‑half gains. The market is pricing in strong operational results supported by robust demand for AI services. But investors are concerned about aggressive AI infrastructure spending — over $40B in the quarter alone, with the annual plan around $190B. The market wants to see adequate returns and commercialization.
🔴 Meta Platforms (META). Report on July 29 after market close. Results are expected to be strong, driven by greater efficiency in digital advertising, but risks remain in rising expenses. Capital expenditures are the main "swing" factor. Meta raised its 2026 CapEx guidance to an unprecedented $125–145B for AI infrastructure. Investors want to see that these outlays are justified, and they will assess how much AI algorithms are boosting conversion rates, ad impressions, and average cost per click.
🔴 Apple (AAPL). Report on July 30 after market close. Investors are waiting for updates on the monetization of AI features, user engagement trends, and paid subscriptions. Another record quarter is expected in the $31–32B range, driven by the App Store, Apple Music, and iCloud. Particular attention will be paid to sales trends in China, following local stabilization and amid fierce competition from domestic brands (including Huawei).
🔴 Amazon (AMZN). Report on July 30 after market close. The market will closely monitor AI infrastructure spending, as the full‑year CapEx forecast has approached a record $200B. Investors will also assess logistics margins, the impact of warehouse automation, and results from the Prime Day sales event.
High risk, for professionals.
Profitable deals! | 2 297 |
| 8 |  Tariffs return. Oil back at $90. Fed rate meeting ahead
🔽 The U.S. market closed its second consecutive week lower: the SPY lost nearly 1%, and the Nasdaq fell 2%. Tesla and Google dropped 18% and 10%, respectively, after their earnings reports. Also notable decliners included Rollins (−15%), Moderna (−13%), and C.H. Robinson (−11%).
💡 Among the top gainers: Super Micro Computer (+24%), Lockheed Martin (+15%), and International Paper (+12%).
🪙 Bitcoin edged up 1% over the seven days to $65,350. Ethereum rose 4%, currently trading at $1,966.
🌎 Due to escalating tensions in the Middle East, U.S. WTI crude traded around $90 per barrel on Friday, up from $82 a week earlier and $69 at the start of July. Over the past three days, the US and Iran have ceased strikes.
👱♂️ Donald Trump announced new import tariffs on dozens of the United States' largest trading partners, including the European Union. The new tariffs will range from 10% to 12.5%. They will replace the temporary 10% tariffs that had been in place since February. The president also announced 50% tariffs on goods from Canada and 100% tariffs on generics within two years to encourage the relocation of drug manufacturing to the U.S.
🏦 On Wednesday, the Fed will decide on interest rates. The market is pricing in a 38% probability of a rate hike. A week ago, that probability was around 14%. By September, investors expect a rate hike with 85% probability. On Thursday, the July Personal Consumption Expenditures (PCE) price index — the Fed's preferred inflation gauge — will be released.
📢 Four companies from the Magnificent Seven will report in the coming days: Microsoft and Meta on Wednesday; Apple and Amazon on Thursday. Their results will be another test of whether the billions poured into AI investments are justified.
📰 About a quarter of S&P 500 companies have already reported. Based on the data released so far, FactSet raised its earnings growth expectations for index companies from 24.8% to 37.9%. Apart from the Big Tech names, quarterly results this week will also come from Visa, Boeing, Coca‑Cola, Qualcomm, Chevron, ExxonMobil, and AbbVie. | 2 286 |
| 9 |  Event Calendar for the Week of July 27 — August 2
On Wednesday, the Fed will hold a meeting on interest rates. 38% of analysts expect a 0.25% rate hike.
Monday, July 27
🌞 AstraZeneca, Baker Hughes.
🌙 Nucor, Cadence Design Systems, Applied Digital.
📊 Durable goods orders.
💲 Last day to buy for dividend entitlement: Paychex.
Tuesday, July 28
🌞 Coca‑Cola, Boeing, PayPal, United Parcel Service.
🌙 Visa, Ford, Tilray, Seagate Technology.
📊 API crude oil inventories.
📊 ADP employment data.
📊 Trade balance.
📊 Case‑Shiller Home Price Index.
📊 Conference Board Consumer Confidence Index.
Wednesday, July 29
🌞 P&G, SoFi, Vertiv.
🌙 Microsoft, Meta, Arm, Qualcomm, Robinhood Markets, Chipotle Mexican Grill.
⚠️ Fed meeting on interest rates and press conference.
📊 EIA crude oil inventories.
💲 Last day to buy for dividend entitlement: Constellation Brands, Conagra Brands, Citizens Financial Group.
Thursday, July 30
🌞 Mastercard, Stellantis, CIGNA.
🌙 Apple, Amazon, Roblox, Reddit, Rivian Automotive.
📊 Initial jobless claims.
📊 EIA natural gas storage.
📊 GDP growth rate for the second quarter.
📊 Inflation: Personal Consumption Expenditures (PCE) price index.
💲 Last day to buy for dividend entitlement: Realty Income, The AES, Alliant Energy.
Friday, July 31
🌞 AbbVie, Chevron, Exxon Mobil, AbbVie, Moderna.
📊 University of Michigan Consumer Sentiment Index.
📊 Consumer inflation expectations.
💲 Last day to buy for dividend entitlement: Pinnacle West, ONEOK, Kinder Morgan, Blackstone.
UTEX | 2 290 |
| 10 |  Friday attention check 👀
Just an ordinary day on Wall Street, with logos of well-known companies around every corner. How many can you spot?
Up to 4 — you definitely need some rest.
Up to 6 — time for a break.
Up to 8 — time for a coffee.
10 — you’re on fire, keep it up! | 2 338 |
| 11 |  Intel unexpectedly reported strong results. American Express to acquire restaurant reservation platform
↗️ Intel Corporation (INTC) +5%. Quarterly results significantly beat expectations: adjusted earnings per share of $0.42 on revenue of $16.1B, compared to forecasts of $0.22 and $14.4B, respectively. Intel's chip manufacturing division, Intel Foundry, grew revenue 31% year‑over‑year. Management also provided strong quarterly guidance.
↗️ Edwards Lifesciences (EW) +5%. Leerink upgraded EW from Market Perform to Outperform and raised the price target from $87 to $101 following a better‑than‑expected report. The company also raised its full‑year revenue guidance.
↗️ SLB (SLB) +3%. The oil services giant's revenue and profit beat analyst forecasts. Management noted that excluding the Middle East, revenue increased sequentially across all divisions. This was driven by increased activity in offshore drilling, a recovery in U.S. unconventional production volumes, and sustained demand for production and enhanced oil recovery solutions.
↘️ Charter Communications (CHTR) -7%. Mixed quarterly results heightened investor concerns due to significant customer churn: the company lost 172,000 internet subscribers — a steeper drop than analysts had forecast. Competition is intensifying from fiber‑optic and wireless broadband providers.
↘️ American Express (AXP) -2%. Revenue and net interest income lagged forecasts, but profit grew notably. "We had another excellent quarter, with 10% revenue growth, EPS of $4.53, and Card Member spending growth of 9%, the highest rate we've seen in three years on an FX-adjusted basis," said CEO Stephen J. Squeri. American Express also plans to acquire TheFork, a European restaurant reservation platform. | 2 325 |
| 12 |  Oil traders right now 👆
While the stock market is busy digesting earnings, oil has gained 30% in 20 days with barely any pullbacks.
Come trade Brent and WTI on Goods+.
Or try funding arbitrage to reduce your risk. Everything you need to know before trading is covered in our guide 📄
🔎 Track funding rates with our Binance Funding bot. | 2 321 |
| 13 |  ServiceNow bounces back. Insurer Molina loses customers and revenue
↘️ Molina Healthcare (MOH) -13%. The health insurer reported weak results and lowered guidance for certain business segments. Molina's membership dropped from 5 million to 4.9 million. The company is also under pressure from elevated startup costs related to a new Medicaid contract in Florida. Full‑year revenue guidance came in at $42B versus a consensus of $44.28B.
↘️ Rollins (ROL) -17%. The pest control company reported profit and revenue below expectations. RBC Capital downgraded the stock to "Sector Perform" and lowered its price target from $52 to $40. The bank's analysts noted that organic growth has missed medium‑term targets for three consecutive quarters, incremental margins have disappointed in seven of the last eight quarters, and an unexpected CFO change mid‑quarter adds further uncertainty.
↗️ Allegion (ALLE) +10%. The security systems manufacturer posted strong quarterly results and raised its full‑year guidance. CEO John Stone noted that the company delivered a strong quarter driven by organic growth and margin expansion in the Americas.
↗️ ServiceNow (NOW) +5%. Yesterday, the cloud software developer's shares fell 6%. A strong quarterly report led the company to raise its full‑year guidance. CEO Bill McDermott says his company can help firms go "from AI chaos to AI discipline". In his view, companies are signing longer‑term agreements as they increase investments in AI‑driven business process automation. NOW is down more than 38% year‑to‑date.
↘️ Alphabet (GOOG) -4%. Investors were spooked by a sharp rise in AI capital expenditures and the company's first‑ever negative free cash flow.
↘️ Tesla (TSLA) -5%. Margins contracted, and free cash flow turned negative for the first time in two years due to massive AI spending. | 2 322 |
| 14 | Matn yo'q... | 2 307 |
| 15 |  SMCI reports record orders. Rocket Lab secures contract with US Space Force
↗️ Super Micro Computer (SMCI) +24%. The preliminary report came in unexpectedly strong. Margins surged, and AI server orders hit record levels, confirming sustained demand across the industry.
↗️ Hewlett Packard Enterprise (HPE) +5% following Super Micro's report — investors are projecting SMCI's results onto HPE's server business. News also broke about the expansion of key technology partnerships.
↗️ FTAI Aviation (FTAI) +11%. The company received a major $1.465B order for its gas turbines used for power generation at AI data centers.
↘️ Pegasystems (PEGA) -16%. Profit and revenue missed expectations due to "unprecedented changes in the AI market," which are forcing enterprise clients to postpone purchasing decisions.
↗️ Rocket Lab USA (RKLB) +6%. A powerful trigger came from a $266M defense contract with the U.S. Space Force. The deal strengthened the company's position in the national security market. | 246 |
| 16 | Matn yo'q... | 254 |
| 17 |  SpaceX +7%
The stock is rebounding after several days of losses. The chart shows the daily timeframe.
Trade $SPCX:
https://go.utex.io/zpskgr
#intraday #midterm | 254 |
| 18 |  Software companies decline after Adobe downgrade. Nvidia holds over 9% of Nebius
↗️ Nebius (NBIS) +6%. Nvidia disclosed its stake in Nebius — the giant owns 9.3% of NBIS shares.
↘️ General Motors (GM) -1%. Earnings per share and revenue beat expectations, and the company raised its full‑year guidance.
↘️ Northrop Grumman (NOC) -3%. One of the world's leading aerospace and defense companies. Earnings per share and revenue exceeded expectations, and 2026 guidance was raised. The company reported $20B in new contracts, bringing its backlog to a record $105B. Major contracts include $7.6B for the Sentinel program, $4.3B for classified programs, and $1B for the F‑35 program.
↘️ Danaher (DHR) -11%. A developer and supplier of professional medical and industrial equipment. Earnings per share and revenue beat expectations. CEO Rainer Blair said that "customer project timing impacted bioprocessing revenue". Growth in that segment, along with diagnostics, had been considered a key bullish argument. The company had previously warned that rising costs and debt load were pressuring profitability. Investors are also concerned about the $9.9B acquisition of Masimo and the associated debt load and patent disputes.
↘️ Adobe (ADBE) -4%. Morgan Stanley assigned ADBE an "Underweight" rating with a $240 price target, citing slowing annual revenue growth from the freemium model, management changes, and larger AI investments.
↘️ Other software companies are also declining on Morgan Stanley's comments.
Salesforce (CRM) -4%
Workday (WDAY) -4%
Intuit (INTU) -4%
↗️ Park Aerospace (PKE) +10%. A manufacturer and developer of advanced composite materials primarily for the aerospace market. Earnings per share and revenue beat Wall Street expectations.
↗️ 3M Company (MMM) +6%. The industrial conglomerate reported above‑expectations results and raised its full‑year guidance.
↘️ Equifax (EFX) -10%. The data analytics company posted decent results but gave weak quarterly revenue guidance and an even weaker full‑year outlook. The full‑year EPS guidance also missed consensus.
↘️ Agios Pharmaceuticals (AGIO) -13%. The biotech announced it is discontinuing development of tebapivat for sickle cell disease after Phase 2 study results failed to show meaningful efficacy.
🪙 Bitcoin (BTC) is trading above $66,000. | 250 |
| 19 |  Me: "I made $2,000 in the stock market today."
Her: "So you make $60,000 a month?"
Me: | 262 |
| 20 |  Top trading ideas for this week
🔴 Tesla (TSLA). Report on July 22 after market close. As always, extremely unpredictable and volatile. In early July, Tesla pleasantly surprised investors by reporting 480,126 vehicle deliveries in Q2, +25% year‑over‑year. Growth was driven mainly by Europe (+108%) and China (+24%). As Tesla tries to pivot toward robotaxis, autonomous vehicles, and humanoid robots, its core business faces stiff price competition from Chinese rivals like BYD. In recent weeks, rumors have swirled about a possible merger between Tesla and SpaceX, but many analysts are skeptical.
🔴 ServiceNow (NOW). Report on July 22 after market close. The company provides enterprise cloud solutions for workflow automation, machine learning, robotics, and analytics. On July 15, Oppenheimer raised its price target on NOW from $130 to $140, maintaining an "Outperform" rating. Analysts noted that fears about AI's impact on ServiceNow's business are overblown given the company's platform, proprietary data, and deep integration with enterprise systems. There is solid support around $85–90; current levels around $100 already look attractive for the medium term, but it's better to wait for the report and company guidance.
🔴 Intel (INTC). Report on July 23 after market close. Although INTC has pulled back from $140 to $95 since July 1, the stock is still up 315% over the year. Volatility has increased notably in the last quarter. Expect strong moves after the report.
🔴 Alphabet (GOOG). Report on July 22 after market close. The report from the third‑largest company by market cap will likely influence the entire market and the tech sector. If Google hints at a slowdown or reduction in AI infrastructure spending, it could trigger a chain reaction across the ecosystem, affecting chipmakers and data‑center‑related companies. The stock is tricky to trade, but its market impact is very significant. Think of it more as a market indicator.
🔴 SpaceX (SPCX). The stock has fallen 38% over the past month; last week SPCX dropped below its IPO price ($135). The planned July 17 launch of the Starship super‑heavy rocket was aborted by the automated system one second before liftoff. Elon Musk explained that the system halted the launch due to a Raptor engine malfunction. On Thursday, Cathie Wood's Ark Invest bought more than $51M worth of SpaceX shares, taking advantage of the dip. In total, Ark Invest has put over $550M into SpaceX across several of its ETFs. According to Musk, the Starship launch is expected this week.
🔴 High risk, for professionals.
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