According to CCTV, the U.S. Space Force announced on July 29 that SpaceX has been awarded a $1.6 billion contract to conduct 18 Falcon 9 rocket launches by the end of 2027, carrying military satellites for detecting and tracking aerial targets.

SpaceX shares rose slightly by 0.31% in after-hours trading in the U.S.

According to BlockBeats, on July 30, CME's "FedWatch" reported that the probability of the Federal Reserve maintaining interest rates unchanged by September is 36.8%, the probability of a cumulative rate hike of 25 basis points is 63.2%, and the probability of a cumulative rate hike of 50 basis points is 0% (compared to 17.8%, 60.2%, and 22% respectively before the Fed's decision).

The probability of the Federal Reserve keeping interest rates unchanged by October is 26.2%, the probability of a cumulative rate hike of 25 basis points is 55.6%, the probability of a cumulative rate hike of 50 basis points is 18.2%, and the probability of a cumulative rate hike of 75 basis points is 0% (the probabilities before the Fed decision were 11.9%, 46.1%, 34.7%, and 7.3%, respectively).

According to BlockBeats, on July 30, Qualcomm (QCOM.O) reported Q3 revenue of $9.95 billion for fiscal year 2026, compared to $10.365 billion in the same period last year, a year-on-year decrease of 4%, while the market expected $9.66 billion.

Apple expects fourth-quarter revenue to be between $9.7 billion and $10.5 billion, compared to market expectations of $10.02 billion. The decline in revenue from Apple-related products is expected to accelerate starting in the fourth quarter. In the short term, revenue growth from non-phone businesses, including data centers, is projected to accelerate from 24% in fiscal year 2026 to over 60% in fiscal year 2027.

In fiscal year 2026, unprecedented increases in memory prices and supply shortages brought cyclical headwinds to the global smartphone industry. Non-phone revenue growth in fiscal year 2027 is projected to exceed Apple's total product revenue in fiscal year 2026. As of this writing, Qualcomm's US-listed shares are down 3.97% in after-hours trading.

According to BlockBeats, on July 30, Meta Platforms (META.O) reported record revenue for its second fiscal quarter, but updates to the company's AI spending plans raised concerns among investors about the cost of its infrastructure development.

Meta slightly raised its annual capital expenditure guidance, from $125 billion to $130 billion, while keeping the upper limit unchanged at $145 billion. Its second-quarter revenue was $60.8 billion, a 28% year-over-year increase, but net income was $15.8 billion, below analysts' expectations.

As a result, Meta's after-hours stock price fell by more than 6.8%. To catch up in the AI race, Meta has invested tens of billions of dollars in chip procurement, data center construction, and top talent recruitment. Recently, it partnered with BlackRock to raise at least $12 billion to build a data center in Texas. Meta's free cash flow in the second quarter was $784 million.