--- title: "Breakfast | July 23, 2026" type: "News" locale: "en" url: "https://longbridge.com/en/news/293532860.md" description: "Key news on July 23, 2026: Geopolitically, tensions between the US and Iran are escalating, with Houthi forces attacking a Saudi oil tanker. On the macro front, China's fiscal revenue in the first half of the year rose by 4.7%, while stamp duty surged by 97.3%. In corporate earnings, Google Cloud's business soared 82%, beating expectations; Tesla's revenue increased but profits declined; IBM lowered its guidance. In technology, OpenAI plans massive investments in data centers, AMD secured a major order from Anthropic, and SpaceX is establishing a new hub. The European Central Bank is set to announce its interest rate decision" datetime: "2026-07-22T23:30:50.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293532860.md) - [en](https://longbridge.com/en/news/293532860.md) - [zh-HK](https://longbridge.com/zh-HK/news/293532860.md) --- # Breakfast | July 23, 2026 Trump stated that the US does not need the Strait of Hormuz, threatening to bomb a bridge or power plant for every ship Iran attacks. Iran warned it would retaliate against US interests and facilities, declaring, "No one will be able to sell oil." Iranian-backed Houthi forces in Yemen attacked a Saudi oil tanker in the Red Sea. China's Ministry of Finance: National general public budget revenue in the first half of the year increased by 4.7% year-on-year, with securities transaction stamp duty surging by 97.3%; national general public budget expenditure grew by 1.5% year-on-year. Google's Q2 cloud business soared 82%, exceeding expectations, with cloud backlog orders reaching $514 billion as AI investments begin to pay off. Full-year capital expenditure guidance was raised by 8%, with the CFO stating that investments would continue to increase. Tesla's Q2 revenue surged 26%, but profits fell 18%, significantly missing expectations. The company emphasized it is in its largest investment phase, leading to a further decline in after-hours trading. During the conference call, management reaffirmed that full-year capital expenditure would exceed $25 billion, anticipating growth over the next two to three years. IBM's Q2 revenue grew by only 1%, and the company lowered its full-year revenue guidance, with a sharp decline in mainframe sales dragging down performance. Cloud spending targets have skyrocketed to $750 billion! OpenAI is investing over $30 billion to build data centers and launching the Presence platform to enter the enterprise software market. AMD secured a multi-billion dollar chip order from Anthropic and will also invest $5 billion to acquire equity stakes. Musk continues to double down! SpaceX AI is establishing a large-scale data center in Texas, which may surpass the size of its Memphis facility. 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