STM
STMicroelectronics N.V.
stock NYSE

I sell commercial truck parts to the end user shops. I have customers spread over about 3000 commercial truck dealership group locations, thousands of chain repair locations like Loves-Speedco, TA, Pilot, or STM..., but my largest customer base by far are the independent mom amd pop shops across the country. They are larger in number than the number of dealership groups, OEM, chains, tech colleges, or nation fleets that we supply combined.
It's one of the reasons i've turned down selling my company because I don't want someone coming in and raising our prices 40% and burning our bread and butter, mom and pop shops that got us here.

$SPY $QQQ $SMH all under stress at ER
When BigTech stocks fall hard, they reduce spending
If 1 or 2 BigTech announces , we need to reduce spending, you wake up semi crash 30% overnight
See $GOOG $MSFT $META $TSLA $STM $TXN $AmZN &many
Build to rent like $SPCX $META fail soon

$STM got earnings punishment

$STM $STX crash at earnings one by one watch

Bought the STM dip the best way to play space market imo

**STMicroelectronics (NYSE: STM)**reported Q2 2026 net revenues of **$3.49 billion**, up 26.0% year-over-year and 12.7% sequentially, above the mid-point of its outlook. U.S. GAAP gross margin was **34.8%**, operating income **$187 million**(5.4% margin) versus a loss a year ago, and net income **$222 million** or **$0.24**diluted EPS. On a non-U.S. GAAP basis, gross margin was **35.2%**, operating income **$269 million** (7.7% margin), and net income **$291 million** or **$0.31** diluted EPS.
All major segments grew double-digit year-over-year except Power and Discrete. Free cash flow turned positive to **$75 million**, while net cash from operating activities reached **$502 million**.

# Today is Thursday, the 23rd of July
## Upcoming events for Thursday, July 23rd
- Expected earnings:
AAL, ABCB, ACI, ACNB, ACU, ALLE, AMAL, AMBP, AMP, AMTB, APPF, ARGX, AROW, ASB, ASPS, ATRC, AVBC, AVBH, BANF, BCML, BFH, BFST, BHRB, BPOP, BPRN, BVFL, BWFG, BWMX, BX, BY, BYD, CARE, CASS, CFFI, CHMG, CIVB, CLF, CLST, CMCSA, CNOB, COCO, COKE, COLB, CUBI, CWBC, CX, DB, DCOM, DECK, DGX, DLR, DOV, DOW, EBC, ECBK, EFSI, ENSG, ENVA, ESQ, EW, FCFS, FCNCA, FCX, FIBK, FISI, FIX, FMBH, FNWB, FPH, FRBA, FRST, FSV, GBCI, HBAN, HFWA, HIG, HOG, HON, HSCS, HTH, HTLD, HZO, IBCP, IMA, IMAX, INFY, INTC, ISBA, JAKK, KN, KNSL, KRNY, LADR, LAZ, LMT, MBLY, MGYR, MRBK, MSBI, MXL, MYFW, NDAQ, NECB, NEM, NOK, NSC, NVCR, OPBK, OPTT, ORC, ORI, OVV, PCB, PCG, PECO, PINE, POOL, R, REXR, RHI, RNG, ROP, RPT, RTX, SAM, SAP, SBFG, SCHL, SHBI, SHG, SIGI, SKYW, SLM, SMMT, SNA, SRCE, SSB, SSNC, STBA, STM, TCBK, TECK, THRM, TMO, TMUS, TR, TSCO, TTE, UBSI, UNP, USCB, UTMD, UVE, VABK, VC, VLY, VRSN, WKC, WSFS, WST, WTBA
- Ex-div:
GOLI, MDRR, ODTE, QQQY, SATA, TUGN, ULTI, USOY, YQQQ
- Economic events and announcements:
- 20-Year Bond Auction (actual: 5.163%, previous: 4.927%)
- Crude Oil Imports (actual: 0.485M, previous: -0.399M)
- Crude Oil Inventories (actual: 2.010M, consensus: -2.000M, previous: -1.692M)
- Cushing Crude Oil Inventories (actual: -0.674M, previous: 0.430M)
- Distillate Fuel Production (actual: 0.090M, previous: 0.072M)
- EIA Refinery Crude Runs (actual: -0.058M, previous: 0.099M)
- EIA Weekly Distillates Stocks (actual: 1.395M, consensus: 0.830M, previous: 4.556M)
- EIA Weekly Refinery Utilization Rates (actual: -0.1%, previous: 0.4%)
- Gasoline Inventories (actual: 0.765M, consensus: -1.540M, previous: -1.533M)
- Gasoline Production (actual: 0.060M, previous: -0.096M)
- Heating Oil Stockpiles (actual: 0.231M, previous: 0.030M)
- MBA 30-Year Mortgage Rate (actual: 6.69%, previous: 6.65%)
- MBA Mortgage Applications (actual: 1.9%, previous: -2.7%)
- MBA Purchase Index (actual: 165.8, previous: 157.2)
- Mortgage Market Index (actual: 264.0, previous: 259.1)
- Mortgage Refinance Index (actual: 802.3, previous: 821.9)
- U.S. President Trump Speaks
## Upcoming events for Friday, July 24th
- Stock splits:
- DBGI @ **1:40**
- FFAI @ **1:150**
- TRIB @ **1:30**
- Expected earnings:
AFBI, AUC, AXP, AXR, BAH, BXBL, CHTR, CNI, COFS, CPF, CRI, DIT, E, EAF, FCAP, FHB, FLG, GNTX, GRC, HCA, LBTYA, LBTYB, LBTYK, LW, MCBS, NB, NDLS, NEE, OVBC, PAMT, PDLB, RBCAA, SBSI, SLB, SXT, THC, TMP, ULH, VZ, WF, WRLD
- Ex-div:
BANX, BUSE, CNXC, COKE, COST, GAIN, GEHC, GLAD, GOOD, GOODN, GOODO, KALU, LAND, LANDO, LANDP, LKFN, OVBC, SATA, VYNE
- Economic events and announcements:
- 10-Year TIPS Auction (previous: 2.169%)
- 4-Week Bill Auction (previous: 3.660%)
- 8-Week Bill Auction (previous: 3.650%)
- Chicago Fed National Activity (previous: -0.10)
- Continuing Jobless Claims (previous: 1,805K)
- Fed's Balance Sheet (previous: 6,743B)
- Initial Jobless Claims (consensus: 211K, previous: 208K)
- Jobless Claims 4-Week Avg. (previous: 214.25K)
- KC Fed Composite Index (previous: 11)
- KC Fed Manufacturing Index (previous: 19)
- Natural Gas Storage (consensus: 29B, previous: 41B)
- Reserve Balances with Federal Reserve Banks (previous: 3.100T)
## Upcoming events for Saturday, July 25th
- Economic events and announcements:
- Building Permits (consensus: -3.0%, previous: -0.9%)
- Building Permits (consensus: 1.367M, previous: 1.410M)
- CFTC Aluminium speculative net positions (previous: -0.7K)
- CFTC Copper speculative net positions (previous: 64.4K)
- CFTC Corn speculative net positions (previous: 131.5K)
- CFTC Crude Oil speculative net positions (previous: 62.7K)
- CFTC Gold speculative net positions (previous: 186.7K)
- CFTC Nasdaq 100 speculative net positions (previous: 2.7K)
- CFTC Natural Gas speculative net positions (previous: -178.6K)
- CFTC S&P 500 speculative net positions (previous: -38.9K)
- CFTC Silver speculative net positions (previous: 25.1K)
- CFTC Soybeans speculative net positions (previous: 125.4K)
- CFTC Wheat speculative net positions (previous: -16.3K)
- KC Fed Composite Index (previous: 11)
- KC Fed Manufacturing Index (previous: 19)
- New Home Sales (consensus: 604K, previous: 580K)
- New Home Sales (previous: -7.3%)
- S&P Global Composite PMI (previous: 51.9)
- S&P Global Manufacturing PMI (consensus: 54.5, previous: 53.9)
- S&P Global Services PMI (consensus: 51.4, previous: 51.2)
- U.S. Baker Hughes Oil Rig Count (previous: 452)
- U.S. Baker Hughes Total Rig Count (previous: 588)
## Upcoming events for Sunday, July 26th
- Expected earnings:
BKR
^^^^2026-07-23

[TXN](https://www.onvista.de/aktien/TEXAS-INSTRUMENTS-INCORPORATED-Aktie-US8825081040) - Texas Instruments 📃@248,05€(-3,67% 🩸)
[STM](https://www.onvista.de/aktien/STMICROELECTRONICS-NV-Aktie-US8610121027) - STMicroelectronics (ADR) 📃@50,50€(-12,93% 💥)

Nach den gestrigen Zahlen von $TXN hat heute auch $STM berichtet und die Ergebnisse waren ziemlich mau. Auch der Ausblick fiel schwächer aus, als von den Analysten erwartet.
Abseits von AI läuft das Geschäft weiterhin ziemlich schleppend. Die Kernmärkte außerhalb von AI DC erholen sich deutlich langsamer als erhofft (und das inzwischen seit Jahren). Nachdem die meisten Halbleiter IDMs in den vergangenen sechs Monaten teils um 100–200 % gestiegen sind, reichen die aktuellen Ergebnisse nicht aus, um die hohen Erwartungen des Marktes zu erfüllen.
Bislang fallen die meisten Halbleiter Earnings eher enttäuschend aus von Samsung und SK Hynix bis hin zu kleineren Unternehmen der Branche. Keine guten Vorzeichen für Intels Zahlen heute Abend. Nach der geisteskranken Rallye seit April sind die Erwartungen entsprechend extrem hoch.

[INTC](https://www.onvista.de/aktien/Intel-Aktie-US4581401001) - Intel 📃@91,24€(+1,42% 🤑)
[RTX](https://www.onvista.de/aktien/RTX-Corporation-Aktie-US75513E1010) - RTX Corporation 📃@170,60€(-0,03% 🥱)
[TMUS](https://www.onvista.de/aktien/T-MOBILE-US-INC-Aktie-US8725901040) - T-Mobile US 📃@166,18€(-0,34% 🥱)
[TMO](https://www.onvista.de/aktien/THERMO-FISHER-SCIENTIFIC-INC-Aktie-US8835561023) - Thermo Fisher Scientific 📃@464,90€(+0,74% 🥱)
[SAP](https://www.onvista.de/aktien/SAP-SE-Aktie-US8030542042) - SAP (ADR) 📃@130,00€(+0,39% 🥱)
[UNP](https://www.onvista.de/aktien/UNION-PACIFIC-CORP-Aktie-US9078181081) - Union Pacific 📃@258,20€(+0,74% 🥱)
[LMT](https://www.onvista.de/aktien/LOCKHEED-MARTIN-CORP-Aktie-US5398301094) - Lockheed Martin 📃@451,50€(+0,11% 🥱)
[NEM](https://www.onvista.de/aktien/Newmont-Goldcorp-Aktie-US6516391066) - Newmont 📃@83,62€(-0,33% 🥱)
[BX](https://www.onvista.de/aktien/BLACKSTONE-Aktie-US09260D1072) - Blackstone 📃@107,05€(-0,56% 🥱)
[FCX](https://www.onvista.de/aktien/Freeport-McMoRan-Aktie-US35671D8570) - Freeport-McMoRan 📃@56,86€(-0,12% 🥱)
[CMCSA](https://www.onvista.de/aktien/Comcast-Aktie-US20030N1019) - Comcast 📃@20,70€(+0,19% 🥱)
[NSC](https://www.onvista.de/aktien/NORFOLK-SOUTHERN-CORP-Aktie-US6558441084) - Norfolk Southern 📃@288,30€(-0,45% 🥱)
[DLR](https://www.onvista.de/aktien/DIGITAL-REALTY-TRUST-INC-Aktie-US2538681030) - Digital Realty Trust 📃@155,15€(-0,61% 🥱)
[DB](https://www.onvista.de/aktien/Deutsche-Bank-Aktie-DE0005140008) - Deutsche Bank 📃@31,10€(-0,29% 🥱)
[FIX](https://www.onvista.de/aktien/COMFORT-SYSTEMS-USA-INC-Aktie-US1999081045) - Comfort Systems USA 📃@1587,00€(+1,02% 🤑)
[NOK](https://www.onvista.de/aktien/Nokia-ADR-USA-Aktienzertifikat-Aktie-US6549022043) - Nokia (ADR - USA-Aktienzertifikat) 📃@9,55€(+5,52% 🚀)
[STM](https://www.onvista.de/aktien/STMICROELECTRONICS-NV-Aktie-US8610121027) - STMicroelectronics (ADR) 📃@54,00€(-6,90% 💥)
[ARGX](https://www.onvista.de/aktien/ARGENX-SE-Aktie-US04016X1019) - ARGENS SE SP.ADR/1 -,10 📃@760,00€(+4,11% 🍗)
[NDAQ](https://www.onvista.de/aktien/NASDAQ-INC-Aktie-US6311031081) - NASDAQ 📃@78,90€(-0,75% 🥱)
[EW](https://www.onvista.de/aktien/EDWARDS-LIFESCIENCES-CORP-Aktie-US28176E1082) - Edwards Lifesciences 📃@73,34€(-0,54% 🥱)
[AMP](https://www.onvista.de/aktien/AMERIPRISE-FINANCIAL-INC-Aktie-US03076C1062) - Ameriprise Financial 📃@458,40€(-0,59% 🥱)
[PCG](https://www.onvista.de/aktien/PG-E-CORP-Aktie-US69331C1080) - PG & E 📃@15,70€(0,00% 🥱)
[INFY](https://www.onvista.de/aktien/Infosys-Aktie-US4567881085) - Infosys 📃@9,40€(-2,29% 😡)
[HIG](https://www.onvista.de/aktien/THE-HARTFORD-FINANCIAL-SERVICES-GROUP-INC-Aktie-US4165151048) - Hartford Insurance 📃@121,40€(-1,50% 😡)
[HBAN](https://www.onvista.de/aktien/HUNTINGTON-BANCSHARES-INC-Aktie-US4461501045) - Huntington Bancshares 📃@16,03€(+0,68% 🥱)
[ROP](https://www.onvista.de/aktien/ROPER-TECHNOLOGIES-INC-Aktie-US7766961061) - Roper Technologies 📃@295,20€(-0,10% 🥱)
[SHG](https://www.onvista.de/aktien/SHINHAN-FINANCIAL-Aktie-US8245961003) - Shinhan Financial Group (ADR) 📃@61,00€(0,00% 🥱)

**+++** [**Etwas auf die Ohren gibt es hier**](https://distrokid.com/hyperfollow/monchella420/) **+++
**🎧 Den mauerstrassenwetten Podcast gibt es wie immer auf [**Spotify**](https://open.spotify.com/show/4F53gWxLNexCYxnEAkcfZe?si=GLGWUd7FQEG5IcIKws9I0A), [**Apple Podcasts**](https://podcasts.apple.com/de/podcast/mauerstrassenwetten-podcast/id1572657389?l=en-GB) **und** [**Youtube**](https://www.youtube.com/@mauerstrassenwettenPodcast) **🚀**
**[US | 🦆 Erntenkalender - aktuelle Woche](https://i.redd.it/ld7cwslznsdh1.png)**
**Die heutigen Ernten 🦆 - 23.07.2026**
|Aktie|Zeit|Marktkappe|EPS Forecast|His. EPS Beat / Miss|
|:-|:-|:-|:-|:-|
|Intel Corporation($INTC)|🌙|$529.99 Mrd.|0.10| ✅ **3** / ❌ **1**|
|RTX Corporation($RTX)|☀️|$260.81 Mrd.|1.66| ✅ **4** / ❌ **0**|
|T-Mobile US, Inc.($TMUS)|☀️|$206.45 Mrd.|2.52| ✅ **4** / ❌ **0**|
|Thermo Fisher Scientific Inc($TMO)|☀️|$194.53 Mrd.|5.71| ✅ **4** / ❌ **0**|
|SAP SE($SAP)|🌙|$189.61 Mrd.|2| ✅ **4** / ❌ **0**|
|TotalEnergies SE($TTE)|☀️|$178.08 Mrd.|3.07| ✅ **1** / ❌ **3**|
|Union Pacific Corporation($UNP)|☀️|$174.04 Mrd.|3.20| ✅ **3** / ❌ **1**|
|Lockheed Martin Corporation($LMT)|☀️|$116.92 Mrd.|7.22| ✅ **3** / ❌ **1**|
|Newmont Corporation($NEM)|🌙|$98.74 Mrd.|2.05| ✅ **4** / ❌ **0**|
|Blackstone Inc.($BX)|☀️|$92.23 Mrd.|1.32| ✅ **4** / ❌ **0**|
|Freeport-McMoran, Inc.($FCX)|☀️|$89.93 Mrd.|0.60| ✅ **4** / ❌ **0**|
|Comcast Corporation($CMCSA)|☀️|$85.09 Mrd.|0.97| ✅ **4** / ❌ **0**|
|Norfolk Southern Corporation($NSC)|☀️|$74.41 Mrd.|3.23| ✅ **4** / ❌ **0**|
|Honeywell International Inc.($HON)|☀️|$72.83 Mrd.|1.80| ✅ **4** / ❌ **0**|
|Digital Realty Trust, Inc.($DLR)|🌙|$67.54 Mrd.|1.98| ✅ **4** / ❌ **0**|
|Deutsche Bank AG($DB)|☀️|$66.55 Mrd.|0.91| ✅ **3** / ❌ **1**|
|Comfort Systems USA, Inc.($FIX)|🌙|$62.43 Mrd.|10.38| ✅ **4** / ❌ **0**|
|Nokia Corporation($NOK)|☀️|$61.04 Mrd.|0.07| ✅ **2** / ❌ **1**|
|STMicroelectronics N.V.($STM)|☀️|$58.15 Mrd.|0.26| ✅ **1** / ❌ **3**|
|argenx SE($ARGX)|☀️|$54.29 Mrd.|6.13| ✅ **4** / ❌ **0**|
|Nasdaq, Inc.($NDAQ)|☀️|$51.03 Mrd.|0.98| ✅ **4** / ❌ **0**|
|Edwards Lifesciences Corporation($EW)|🌙|$48.68 Mrd.|0.73| ✅ **3** / ❌ **1**|
|AMERIPRISE FINANCIAL SERVICES, LLC($AMP)|☀️|$47.50 Mrd.|10.72| ✅ **4** / ❌ **0**|
|PG&E Corp($PCG)|☀️|$46.87 Mrd.|0.37| ✅ **2** / ❌ **1**|
|Infosys Limited($INFY)|☀️|$45.27 Mrd.|0.21| ✅ **2** / ❌ **0**|
|The Hartford Insurance Group, Inc.($HIG)|🌙|$38.92 Mrd.|3.13| ✅ **3** / ❌ **1**|
|Huntington Bancshares Incorporated($HBAN)|☀️|$36.83 Mrd.|0.39| ✅ **2** / ❌ **1**|
|Roper Technologies, Inc.($ROP)|☀️|$35.39 Mrd.|5.29| ✅ **4** / ❌ **0**|
|Shinhan Financial Group Co Ltd($SHG)|☀️|$34.30 Mrd.|2.33| ✅ **4** / ❌ **0**|
**^((**Automatisch erzeugt 🚀🚀)**)**

I sell commercial truck parts to the end user shops. I have customers spread over about 3000 commercial truck dealership group locations, thousands of chain repair locations like Loves-Speedco, TA, Pilot, or STM..., but my largest customer base by far are the independent mom amd pop shops across the country. They are larger in number than the number of dealership groups, OEM, chains, tech colleges, or nation fleets that we supply combined.
It's one of the reasons i've turned down selling my company because I don't want someone coming in and raising our prices 40% and burning our bread and butter, mom and pop shops that got us here.

$SPY $QQQ $SMH all under stress at ER
When BigTech stocks fall hard, they reduce spending
If 1 or 2 BigTech announces , we need to reduce spending, you wake up semi crash 30% overnight
See $GOOG $MSFT $META $TSLA $STM $TXN $AmZN &many
Build to rent like $SPCX $META fail soon

$STM got earnings punishment

$STM $STX crash at earnings one by one watch

Bought the STM dip the best way to play space market imo

**STMicroelectronics (NYSE: STM)**reported Q2 2026 net revenues of **$3.49 billion**, up 26.0% year-over-year and 12.7% sequentially, above the mid-point of its outlook. U.S. GAAP gross margin was **34.8%**, operating income **$187 million**(5.4% margin) versus a loss a year ago, and net income **$222 million** or **$0.24**diluted EPS. On a non-U.S. GAAP basis, gross margin was **35.2%**, operating income **$269 million** (7.7% margin), and net income **$291 million** or **$0.31** diluted EPS.
All major segments grew double-digit year-over-year except Power and Discrete. Free cash flow turned positive to **$75 million**, while net cash from operating activities reached **$502 million**.

# Today is Thursday, the 23rd of July
## Upcoming events for Thursday, July 23rd
- Expected earnings:
AAL, ABCB, ACI, ACNB, ACU, ALLE, AMAL, AMBP, AMP, AMTB, APPF, ARGX, AROW, ASB, ASPS, ATRC, AVBC, AVBH, BANF, BCML, BFH, BFST, BHRB, BPOP, BPRN, BVFL, BWFG, BWMX, BX, BY, BYD, CARE, CASS, CFFI, CHMG, CIVB, CLF, CLST, CMCSA, CNOB, COCO, COKE, COLB, CUBI, CWBC, CX, DB, DCOM, DECK, DGX, DLR, DOV, DOW, EBC, ECBK, EFSI, ENSG, ENVA, ESQ, EW, FCFS, FCNCA, FCX, FIBK, FISI, FIX, FMBH, FNWB, FPH, FRBA, FRST, FSV, GBCI, HBAN, HFWA, HIG, HOG, HON, HSCS, HTH, HTLD, HZO, IBCP, IMA, IMAX, INFY, INTC, ISBA, JAKK, KN, KNSL, KRNY, LADR, LAZ, LMT, MBLY, MGYR, MRBK, MSBI, MXL, MYFW, NDAQ, NECB, NEM, NOK, NSC, NVCR, OPBK, OPTT, ORC, ORI, OVV, PCB, PCG, PECO, PINE, POOL, R, REXR, RHI, RNG, ROP, RPT, RTX, SAM, SAP, SBFG, SCHL, SHBI, SHG, SIGI, SKYW, SLM, SMMT, SNA, SRCE, SSB, SSNC, STBA, STM, TCBK, TECK, THRM, TMO, TMUS, TR, TSCO, TTE, UBSI, UNP, USCB, UTMD, UVE, VABK, VC, VLY, VRSN, WKC, WSFS, WST, WTBA
- Ex-div:
GOLI, MDRR, ODTE, QQQY, SATA, TUGN, ULTI, USOY, YQQQ
- Economic events and announcements:
- 20-Year Bond Auction (actual: 5.163%, previous: 4.927%)
- Crude Oil Imports (actual: 0.485M, previous: -0.399M)
- Crude Oil Inventories (actual: 2.010M, consensus: -2.000M, previous: -1.692M)
- Cushing Crude Oil Inventories (actual: -0.674M, previous: 0.430M)
- Distillate Fuel Production (actual: 0.090M, previous: 0.072M)
- EIA Refinery Crude Runs (actual: -0.058M, previous: 0.099M)
- EIA Weekly Distillates Stocks (actual: 1.395M, consensus: 0.830M, previous: 4.556M)
- EIA Weekly Refinery Utilization Rates (actual: -0.1%, previous: 0.4%)
- Gasoline Inventories (actual: 0.765M, consensus: -1.540M, previous: -1.533M)
- Gasoline Production (actual: 0.060M, previous: -0.096M)
- Heating Oil Stockpiles (actual: 0.231M, previous: 0.030M)
- MBA 30-Year Mortgage Rate (actual: 6.69%, previous: 6.65%)
- MBA Mortgage Applications (actual: 1.9%, previous: -2.7%)
- MBA Purchase Index (actual: 165.8, previous: 157.2)
- Mortgage Market Index (actual: 264.0, previous: 259.1)
- Mortgage Refinance Index (actual: 802.3, previous: 821.9)
- U.S. President Trump Speaks
## Upcoming events for Friday, July 24th
- Stock splits:
- DBGI @ **1:40**
- FFAI @ **1:150**
- TRIB @ **1:30**
- Expected earnings:
AFBI, AUC, AXP, AXR, BAH, BXBL, CHTR, CNI, COFS, CPF, CRI, DIT, E, EAF, FCAP, FHB, FLG, GNTX, GRC, HCA, LBTYA, LBTYB, LBTYK, LW, MCBS, NB, NDLS, NEE, OVBC, PAMT, PDLB, RBCAA, SBSI, SLB, SXT, THC, TMP, ULH, VZ, WF, WRLD
- Ex-div:
BANX, BUSE, CNXC, COKE, COST, GAIN, GEHC, GLAD, GOOD, GOODN, GOODO, KALU, LAND, LANDO, LANDP, LKFN, OVBC, SATA, VYNE
- Economic events and announcements:
- 10-Year TIPS Auction (previous: 2.169%)
- 4-Week Bill Auction (previous: 3.660%)
- 8-Week Bill Auction (previous: 3.650%)
- Chicago Fed National Activity (previous: -0.10)
- Continuing Jobless Claims (previous: 1,805K)
- Fed's Balance Sheet (previous: 6,743B)
- Initial Jobless Claims (consensus: 211K, previous: 208K)
- Jobless Claims 4-Week Avg. (previous: 214.25K)
- KC Fed Composite Index (previous: 11)
- KC Fed Manufacturing Index (previous: 19)
- Natural Gas Storage (consensus: 29B, previous: 41B)
- Reserve Balances with Federal Reserve Banks (previous: 3.100T)
## Upcoming events for Saturday, July 25th
- Economic events and announcements:
- Building Permits (consensus: -3.0%, previous: -0.9%)
- Building Permits (consensus: 1.367M, previous: 1.410M)
- CFTC Aluminium speculative net positions (previous: -0.7K)
- CFTC Copper speculative net positions (previous: 64.4K)
- CFTC Corn speculative net positions (previous: 131.5K)
- CFTC Crude Oil speculative net positions (previous: 62.7K)
- CFTC Gold speculative net positions (previous: 186.7K)
- CFTC Nasdaq 100 speculative net positions (previous: 2.7K)
- CFTC Natural Gas speculative net positions (previous: -178.6K)
- CFTC S&P 500 speculative net positions (previous: -38.9K)
- CFTC Silver speculative net positions (previous: 25.1K)
- CFTC Soybeans speculative net positions (previous: 125.4K)
- CFTC Wheat speculative net positions (previous: -16.3K)
- KC Fed Composite Index (previous: 11)
- KC Fed Manufacturing Index (previous: 19)
- New Home Sales (consensus: 604K, previous: 580K)
- New Home Sales (previous: -7.3%)
- S&P Global Composite PMI (previous: 51.9)
- S&P Global Manufacturing PMI (consensus: 54.5, previous: 53.9)
- S&P Global Services PMI (consensus: 51.4, previous: 51.2)
- U.S. Baker Hughes Oil Rig Count (previous: 452)
- U.S. Baker Hughes Total Rig Count (previous: 588)
## Upcoming events for Sunday, July 26th
- Expected earnings:
BKR
^^^^2026-07-23

[TXN](https://www.onvista.de/aktien/TEXAS-INSTRUMENTS-INCORPORATED-Aktie-US8825081040) - Texas Instruments 📃@248,05€(-3,67% 🩸)
[STM](https://www.onvista.de/aktien/STMICROELECTRONICS-NV-Aktie-US8610121027) - STMicroelectronics (ADR) 📃@50,50€(-12,93% 💥)

Nach den gestrigen Zahlen von $TXN hat heute auch $STM berichtet und die Ergebnisse waren ziemlich mau. Auch der Ausblick fiel schwächer aus, als von den Analysten erwartet.
Abseits von AI läuft das Geschäft weiterhin ziemlich schleppend. Die Kernmärkte außerhalb von AI DC erholen sich deutlich langsamer als erhofft (und das inzwischen seit Jahren). Nachdem die meisten Halbleiter IDMs in den vergangenen sechs Monaten teils um 100–200 % gestiegen sind, reichen die aktuellen Ergebnisse nicht aus, um die hohen Erwartungen des Marktes zu erfüllen.
Bislang fallen die meisten Halbleiter Earnings eher enttäuschend aus von Samsung und SK Hynix bis hin zu kleineren Unternehmen der Branche. Keine guten Vorzeichen für Intels Zahlen heute Abend. Nach der geisteskranken Rallye seit April sind die Erwartungen entsprechend extrem hoch.