Equities
High
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Geopolitics
High
Iran launches surprise missile attack on U.S. forces
Central Banks
High
Bank of England investigates Asian equity exposure at prime brokers - FT
Europe
Central Banks
BoK Governor Shin states most rational to maintain a tightening stance to control core inflation, appends timing and degree of policy response will depend on upcoming data and economic conditions
Asia
Markets
Trading halted (KOSPI with trading halted for 20 minutes Korea Exchange also triggers a circuit breaker on).
Asia
Markets
Trading halted (the KOSDAQ after it dropped 8%, with programme trading halted for 20 minutes Korea Exchang).
Asia
Equities
Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip 'Absurd' — Ark Loads Up on SpaceX, Tesla Mkt cap ~$4.8T
Market Status
High
Asia Mid-Session: Nikkei -1.08%; Taiwan -3.26%; KOSPI -6.06%; Hang Seng +1.57%; China A50 -2.69%
Asia
Nikkei 225
61,689.86
-1.08%
Taiwan Weighted
40,247.36
-3.26%
KOSPI
5,658.70
-6.06%
Hang Seng
25,709.06
+1.57%
China A50
14,852.88
-2.69%
In the session
- US and Saudi forces conduct strikes on Iran-backed terrorist locations in Iraq, according to US CENTCOM.
- US official: Iran is overreaching with demands that Oman, the US, and the international community are rightly rejecting on Strait of Hormuz.
- Adj. EPS 3.61 (exp. 3.52), Revenue 3.5bln (exp. 3.47bln), Q3 adj. EPS view 3.89-4.32 (exp. 4.03), revenue view 3.65-3.85bln (exp. 3.71bln). (NXP Semiconductors (NXPI) Q2 2026 (USD))
- Korea Exchange activates sidecar on KOSPI and KOSDAQ after KOSPI 200 futures dropped 5% and KOSDAQ 150 futures dropped 6%, program trading has been halted for 5 minutes
- Retail dump tumbles South Korea stocks as chip rout deepens even with SK hynix beat
More session drivers
- Update: IRGC notes that 3 tankers were hit and seized in the Hormuz Strait, adds US interference in the region will not go unanswered
- SK hynix logs record Q2 profit on AI memory boom even with missing forecasts
- Corning (GLW) exec states for FY, it anticipates memory prices to impact the handheld market with units to be down as teens percentage
- Chinese AI Startup Moonshot pursues more Nvidia (NVDA) blackwell chips for the next model, notes The Information
Central Banks
High
PBoC: Overnight reverse repo rate held steady at 1.25%
Asia Market reaction USDJPY Up after news Nasdaq Fut · Sep26 Down after news Dow Fut · Sep26 Down after news See the exact price path, 1m/15m move, and volume context. Open the live tape free
Geopolitics
High
A fire has broken out at an industrial facility in Ryazan, Russia, following a drone strike, as stated by the regional governor.
Europe
Geopolitics
Attacks by Iraq's Popular Mobilization Forces result in multiple fatalities and injuries.
MENA
Geopolitics
High
U.S. and Saudi troops conduct strikes on PMF headquarters throughout Iraq.
MENA
Rates
China finance ministry to sell 15 billion yuan government bonds in Hong Kong on Aug 5
Asia
Equities
High
Meta teams with BlackRock to build $14b Texas AI data center
Geopolitics
High
A mosque and a water purification plant in Baghdad were targeted by the US and Saudi Arabia, according to Iraqi sources.
MENA Market reaction Nasdaq Fut · Sep26 Up after news Dow Fut · Sep26 Down after news Gold (spot) Up after news See the exact price path, 1m/15m move, and volume context. Open the live tape free
General
High
Zuckerberg: banning advanced Chinese AI in US not an effective solution - FT
General
High
Mark Zuckerberg: US should not prohibit Chinese AI - FT
Market Reaction
JP225 moved +1.30% in 1 minute. Reuters and WSJ attributed the Nikkei rebound to a broader Asian equity recovery after a technology-led selloff, with chip-related shares helping lift Japanese stocks.
Asia
MOVE EXPLAINED
JP225
1.30% / 1m
Reuters reported on July 29, 2026 that Asian stocks rebounded after a sharp selloff, with concerns around AI spending and valuations easing after supportive chip earnings; it noted Japan's Nikkei gained about 1% in that session. Source: Reuters, published July 29, 2026 01:25 UTC, https://www.reuters.com/world/china/global-markets-wrapup-1-2026-07-29/
The Wall Street Journal reported early Tokyo trading gains were led by chip and auto shares, citing Kioxia and Toyota strength as contributors to the Nikkei rise. Source: WSJ, publication date July 29, 2026, https://www.wsj.com/finance/stocks/nikkei-rises-0-9-led-by-chip-auto-stocks-16bf216d
Competing explanations considered: yen moves, Bank of Japan policy expectations, and geopolitical developments were present in market coverage, but opened sources did not directly attribute the specific detected one-minute jump to a new BOJ action or FX intervention event.
Context
- Reuters reported on July 29, 2026 that Asian stocks rebounded after a sharp selloff, with concerns around AI spending and valuations easing after supportive chip earnings; it noted Japan's Nikkei gained about 1% in that session. Source: Reuters, published July 29, 2026 01:25 UTC, https://www.reuters.com/world/china/global-markets-wrapup-1-2026-07-29/
- The Wall Street Journal reported early Tokyo trading gains were led by chip and auto shares, citing Kioxia and Toyota strength as contributors to the Nikkei rise. Source: WSJ, publication date July 29, 2026, https://www.wsj.com/finance/stocks/nikkei-rises-0-9-led-by-chip-auto-stocks-16bf216d
- Competing explanations considered: yen moves, Bank of Japan policy expectations, and geopolitical developments were present in market coverage, but opened sources did not directly attribute the specific detected one-minute jump to a new BOJ action or FX intervention event.
Markets
High
Korea Exchange activates sidecar on KOSPI and KOSDAQ after KOSPI 200 futures dropped 5% and KOSDAQ 150 futures dropped 6%, program trading has been halted for 5 minutes
Asia
Geopolitics
High
Three oil tankers were struck and stopped in the Strait of Hormuz by Iran's Revolutionary Guards after they disregarded warnings.
MENA
Politics
High
Update: IRGC notes that 3 tankers were hit and seized in the Hormuz Strait, adds US interference in the region will not go unanswered
Market reaction WTI Fut · Sep26 Down after news Gold (spot) Down after news Nasdaq Fut · Sep26 Down after news See the exact price path, 1m/15m move, and volume context. Open the live tape free
Market Reaction
JP225 moved +0.57% in 1 minute. The Wall Street Journal attributed the Nikkei 225 rebound to gains in chip and auto shares as Japanese equities recovered from a technology-led selloff.
Asia
MOVE EXPLAINED
JP225
0.57% / 1m
The detected move was a 0.55% one-minute rise in JP225 on 2026-07-30 19:18:38 UTC.
The Wall Street Journal reported Japanese stocks were higher in early trade after a technology-led selloff, with chip and auto shares leading gains; Kioxia Holdings and Toyota were specifically cited among leaders.
Reuters previously reported that Nikkei gains were sensitive to chip-related stocks moving with U.S. semiconductor peers, supporting a broader semiconductor-sector explanation for Japanese index moves.
Context
- The detected move was a 0.55% one-minute rise in JP225 on 2026-07-30 19:18:38 UTC.
- The Wall Street Journal reported Japanese stocks were higher in early trade after a technology-led selloff, with chip and auto shares leading gains; Kioxia Holdings and Toyota were specifically cited among leaders.
- Reuters previously reported that Nikkei gains were sensitive to chip-related stocks moving with U.S. semiconductor peers, supporting a broader semiconductor-sector explanation for Japanese index moves.
- A competing explanation considered was currency weakness/yen effects; available sources noted yen levels as a market factor but did not directly attribute this specific one-minute jump to FX.
Geopolitics
High
Explosions reported in southern Baghdad, alongside indications of US and Saudi military action in Kirkuk and Salah Al-Din.
Market reaction Nasdaq Fut · Sep26 Down after news Dow Fut · Sep26 Down after news Gold (spot) Down after news See the exact price path, 1m/15m move, and volume context. Open the live tape free
Central Banks
High
PBoC: Injected CNY 600bln through overnight reverse repos
Asia Market reaction USDJPY Up after news Nasdaq Fut · Sep26 Down after news Dow Fut · Sep26 Down after news See the exact price path, 1m/15m move, and volume context. Open the live tape freeReal cases, measured reactions
Our clients get the news first.
Real MoveSurge headlines, with the price move we measured on our own tape after each one published. Times are ET.
01
Reported: Arcadis (ARCAD NA) confirmed it received an unsolicited WSP proposal of EUR 51.5 per share after rejecting an initial EUR 48.5 per share offer
Bid confirmation hit the tape and ARCAD repriced immediately, still holding the gain a quarter-hour later.
+11.6%
1 min after publish
ARCAD
+11.6% at 15 min
02
Reported: Amkor (AMKR) and NVIDIA (NVDA) sign a USD 1.5bln multi-year packaging pact, with NVIDIA to prepay Amkor to expand its US packaging capacity
AMKR spiked on the pact in the first minute, then gave almost all of it back — the kind of fade you only see if you are watching the reaction, not just the headline.
+4.2%
1 min after publish
AMKR
+0.1% at 15 min
03
Mobileye Global Inc. (MBLY) Fiscal Q2 earnings results
The print landed pre-market and MBLY rallied hard, keeping most of the move into the quarter-hour mark.
+8.5%
1 min after publish
MBLY
+3.7% at 15 min
Information only. Past reactions do not guarantee future moves, and no investment advice is given.