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M7
Their index weight is so large that when the seven move, the index moves. That is why a rising index does not always mean a broadly rising market.
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Predictions & track record (4) Hit TSMC's Kumamoto fab restarted within a day. So why is it still too early to call this over? A day after the quake (Jul 29), JASM confirmed staff safety and no facility damage, and returned to normal operation. No quake of M7.1 or larger recurred in Kumamoto through Aug 4, so this closed out without a 2016-style bigger mainshock. Hit A 7.1 quake evacuated TSMC's Japan fab. Sony and Fujifilm sit within the same 20-kilometer radius. TSMC officially confirmed on Jul 29 that JASM staff were safe and the facility undamaged, and the fab returned to normal operation within a day of the quake (TrendForce, Focus Taiwan, Taipei Times, Investing.com). The seismic design and evacuation protocol held up. Awaiting grading Trump says he's close to Iran's 'biggest attack ever.' Will this time be different? Check within roughly two weeks whether the US actually carries out the strike on Iran that Trump described as bigger than ever before, or whether the rhetoric fades without action as it has before. Hit The market didn't lose $900 billion to the Iran war on July 23. It lost $797 billion to AI-capex fears By July 29, 2026 the AI-capex-driven selloff had deepened rather than recovered: the Nasdaq 100 fell into correction territory (down over 10% from its June record) and the VanEck semiconductor ETF dropped for a fourth straight session, confirming AI-capex fears -- not the Iran war -- kept driving the market, as the original piece had argued. 4 related posts
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