Wall Street’s Chip Selloff Goes Global

华尔街芯片股崩盘蔓延全球

WSJ What’s News

2026-07-28

12 分钟
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A.M. Edition for July 28. Monday’s slump in chip stocks spreads to Asian markets. Finance editor Alex Frangos says new concerns that China is catching up in the technological arms race come just as investors brace for updates on how much hyperscalers are spending on the AI buildout. Plus, as Volodymyr Zelensky returns to the White House, WSJ’s Marcus Walker says the Ukrainian president is hoping to turn President Trump’s fresh optimism about the war against Russia into a promise of more support. And Mercedes-Benz is the latest automaker to warn of headwinds in China, as the country’s appetite for foreign cars continues to decline. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • A U.S. Chip sell-off goes global on signals that China is catching up in the tech arms race.

  • Plus, Senator Mitch McConnell's staff fail to clear up questions about his health or when he'll return to work.

  • And Vladimir Zelensky heads to the White House amid signs that President Trump now holds him in high esteem.

  • What remains open, however, is whether this shift in vibes in the White House towards

  • Ukraine will translate into a shift in the substance of U.S.

  • Policy.

  • It's Tuesday, July 28th.