WEEX Daily Market Highlights | 2026.07.31
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1 Stock Highlights
1) Storage Chip Sector Leads Gains: AI Data Centers Drive Capacity Grab and Shortages
AI data centers continue to compete aggressively for capacity, causing severe DRAM/NAND shortages. Combined with Microsoft’s strong cloud results validating demand, capital has flowed heavily back into the storage sector.
Watchlist: DRAM, SNDK, MU, SKHY
2) Apple Warns of Supply Shortages; AI Data Center Demand Pulls Stock Lower
Apple’s Q3 iPhone revenue rose 22%, slightly beating expectations. However, Cook warned of a “once-in-a-century” surge in storage chip prices and limited supply elasticity for advanced SoCs. Q4 supply constraints will intensify and weigh on revenue guidance (max +11%, below expectations).
Watchlist: AAPL
3) Amazon Cloud Shines, AWS on Track for Trillion-Dollar Annual Revenue
Amazon’s Q2 cloud business beat expectations, but Q3 guidance disappointed and free cash flow turned negative. The call highlighted 3-year server payback and a near-$500B order backlog, positioning AWS to potentially exceed $1 trillion in annual revenue. Strong cloud demand resonates with Microsoft, reinforcing confidence in hyperscaler capex sustainability.
Watchlist: AMZN
4) Tesla Hits 10 Million Global Vehicles Produced, Milestone Boosts Sentiment
Tesla announced cumulative EV production exceeded 10 million units, becoming the first automaker to reach this milestone. The 10 millionth vehicle was a Model Y. The news, combined with sector rebound, ended a six-day losing streak. Focus remains on delivery recovery and progress in autonomous driving and robotics.
Watchlist: TSLA
2 Earnings Preview
July 31 Pre-Market
AbbVie, ExxonMobil, and Chevron are scheduled to report. Key focus areas include:
1) AbbVie (ABBV) | July 31 Pre-Market
Focus on Skyrizi and Rinvoq immunology growth offsetting Humira biosimilar erosion, neuroscience performance (Vraylar, Vyalev, etc.), and any upward revision to full-year guidance.
Watchlist: ABBVON
2) ExxonMobil (XOM) | July 31 Pre-Market
Focus on upstream profits at high oil prices, capex plans, dividend policy, and the impact of Middle East geopolitics on production and guidance.
Watchlist: XOMON
3) Chevron (CVX) | July 31 Pre-Market
Focus on refining and chemicals performance, dividend sustainability, and Middle East supply impacts.
Watchlist: CVXON
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