Lending News Today — July 25, 2026
SpaceX launches massive Starship rocket in first test flight since IPO and more — today's lending signal.
As the week progresses, investors are keeping a close eye on various developments across different sectors, from technology and finance to energy and geopolitics. In the tech space, SpaceX has made headlines with the launch of its massive Starship rocket in its first test flight since going public, while Alphabet is ramping up its AI spending, which could have significant implications for the industry. Meanwhile, major chip stocks such as Intel and Micron are experiencing a decline, despite the overall resilience of the tech sector. This mixed bag of news is reflective of the complex and interconnected nature of the global economy.
The decline in Treasury yields, driven by falling oil prices and hopes for renewed peace talks between the US and Iran, is also worth noting. Additionally, the retail sector is seeing interesting strategies play out, as exemplified by Costco's approach to keeping gas prices low, which experts attribute to a savvy retail tactic. Furthermore, tech giants like Nvidia, Microsoft, and Meta are weighing in on regulatory discussions, cautioning against premature restrictions on open-weight models. As these stories unfold, they collectively contribute to a nuanced understanding of the current market landscape, highlighting the intricate relationships between technological innovation, economic indicators, and geopolitical developments that lending professionals need to stay on top of.
Today's signal:
• SpaceX launches massive Starship rocket in first test flight since IPO (cnbc.com)
• 1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending (cnbc.com)
• Why Intel, Micron and other major chip stocks are falling — even as the rest of tech holds up (marketwatch.com)
• Treasury yields slide as oil prices fall amid hopes for new U.S.-Iran peace talks (cnbc.com)
• Why Costco keeps gas prices so low—it's 'straight out of the retail playbook,' expert says (cnbc.com)
• Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models (cnbc.com)