Market Recap — July 25, 2026
Today's running recap of insider activity, SEC filings, and market-moving news. Updates throughout the trading day.
Last updated Jul 25, 2026, 9:23 AM ET · updates through the trading day
Top Importance Today
Filings and news with the highest AI-ranked importance score.
Nvidia and SK Group Unveil $500B AI Data Center Initiative
$950B Memory Chip Deal Secures NVIDIA's AI Supply Chain
Michigan Cyclospora Cases Top 8,100 as Taco Bell Pulls Lettuce Nationwide
Intel Shares Drop 8% Despite Strongest Revenue Growth in 15 Years
RTX Lifts 2026 Revenue Guide to $95–96B, Backlog Hits Record $289B
Verizon Q2 Revenue Misses at $34.3B, But Cost Cuts Drive EPS Beat; Edge Data Center Push Revealed
Alphabet Capex Hits $200B, Free Cash Flow Turns Negative; Shares Drop 7%
Blackstone Joins $16B Kuwait Oil Pipeline Deal, Largest FDI in Nation's History
ChampionX Masks SLB's Organic Revenue Decline; Data-Center Sales Surge 80%
Microchip COO Departs for Menlo as Hailo Acquisition Nears Close
Largest Open-Market Insider Buys
Form 4 open-market purchases ranked by dollar amount.
No open-market insider buys reported on this date.
Largest Open-Market Insider Sells
Form 4 open-market sales ranked by dollar amount.
No open-market insider sells reported on this date.
Notable 8-Ks and News
Material events and breaking news with importance score 6 or higher.
Nvidia and SK Group Unveil $500B AI Data Center Initiative
$950B Memory Chip Deal Secures NVIDIA's AI Supply Chain
Michigan Cyclospora Cases Top 8,100 as Taco Bell Pulls Lettuce Nationwide
Intel Shares Drop 8% Despite Strongest Revenue Growth in 15 Years
RTX Lifts 2026 Revenue Guide to $95–96B, Backlog Hits Record $289B
Verizon Q2 Revenue Misses at $34.3B, But Cost Cuts Drive EPS Beat; Edge Data Center Push Revealed
Alphabet Capex Hits $200B, Free Cash Flow Turns Negative; Shares Drop 7%
Blackstone Joins $16B Kuwait Oil Pipeline Deal, Largest FDI in Nation's History
ChampionX Masks SLB's Organic Revenue Decline; Data-Center Sales Surge 80%
Microchip COO Departs for Menlo as Hailo Acquisition Nears Close
Form 144 Notices
Notices that restricted shares may be sold soon — often a precursor to insider selling.
No Form 144 notices filed on this date.
Day boundary: 00:00 ET (America/New_York). Filings accepted late may appear in the next day's recap.