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The Rundown · July 28 · 10 min

Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat

Market update for Tuesday July 28, 2026 Check out the Public app for incredible investing tools and to support the show (LINK) Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions. In today’s episode, Zaid covers: The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff How Google’s AI Overviews are reshaping search

0:00-10:59
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Market update for Tuesday July 28, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

  • The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface

  • China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment

  • Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff

  • How Google’s AI Overviews are reshaping search

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