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

Page: https://stenobird.com/podcast/the-rundown-6758831/chip-stocks-suffer-meltdown-as-china-flexes-ai-coca-cola-pops-on-earnings-beat
Text version: https://stenobird.com/podcast/the-rundown-6758831/chip-stocks-suffer-meltdown-as-china-flexes-ai-coca-cola-pops-on-earnings-beat.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-07-28T15:19:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Chip-Stocks-Suffer-Meltdown-as-China-Flexes-AI--Coca-Cola-Pops-On-Earnings-Beat-e3mlg9o
Audio file: https://traffic.megaphone.fm/APO2487681077.mp3
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Duration seconds: 659

## Resource

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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## Transcript

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