Technology

• The S&P/ASX 100 fell 0.30% to 7,409.70 points, led lower by materials, gold and technology while banks and energy rose.

• SPI 200 futures traded at 8,768.00, down 0.36%, below the ASX 200 cash index at 8,804.00 (-0.40%).

• Energy (+1.40%), utilities (+0.88%) and financials (+0.79%) rose as the ASX 200 slipped 0.40% to 8,804.

• Whole-of-market turnover reached roughly $1.18 billion by late morning as the ASX 200 fell 0.40% to 8,804.00.

• Memory and storage earnings are the next test of the AI trade after Alphabet and Tesla disappointed on Thursday 23 July 2026.

• The Australian Financial Review reported on Friday 24 July 2026 that an upcoming ASX rebalance could spark an estimated $2.5 billion "bonanza" of trading — figures described as broker estimates, not confirmed flows.

• AMD unveiled new EPYC "Venice" CPUs, Instinct MI400-series accelerators and its Helios rack-scale AI system at its Advancing AI event.