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Your daily source for market news and financial insights. We cover global economic developments, stock market updates, and key trends across asset classes.
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| Дата | Залучення підписників | Згадування | Канали | |
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Дописи каналу
🟢 Iran Warns Of Response To US Infrastructure Threats
Foreign Minister Abbas Araghchi stated that Tehran will respond in kind to any attack on its infrastructure.
This warning follows threats from US President Donald Trump to bomb a bridge or power plant for every ship targeted in the Strait of Hormuz.
| 2 | 🟢 Crypto Clarity Act Updated Bill Ready For Release
Senator Cynthia Lummis announced that an updated version of the Crypto Clarity Act is ready for release.
Ethics and other provisions within the legislation will be further discussed. | 6 |
| 3 | 🟢 Hong Kong Offshore Yuan Market Becomes Global Funding Hub
A record volume of yuan in Hong Kong is flowing into corporate loans. This activity is driving a surge in capital market operations.
The trend signals progress in the drive to internationalize China's currency. | 8 |
| 4 | 🟢 British Pound Sterling Slide Slows
The British Pound Sterling's week long decline slowed following the release of the June inflation report.
The cooler inflation print provided sellers with a stronger argument for further declines. | 8 |
| 5 | 🟢 Euro Stalls Amid High Energy Prices
The EUR/USD pair consolidates near 1.1400 after a modest 0.08% increase.
High energy prices increase bets on hawkish Federal Reserve policies. The shared currency failed to capitalize on broad US Dollar weakness. | 10 |
| 6 | 🟢 Key Democrats Criticize Crypto Clarity Act
Democratic lawmakers say a new draft of the Crypto Clarity Act falls short on ethics and other issues.
The concerns come from members most likely to support the crypto market structure bill. | 10 |
| 7 | 🟢 Wall Street Banks Trade AI Infrastructure Deal
Wall Street banks have begun trading parts of a $35 billion financing package for AI infrastructure expansion. The funding supports Broadcom Inc. and Anthropic PBC.
This transaction is the largest private credit deal ever. It is now available to a wider pool of investors. | 9 |
| 8 | 🟢 Brent Crude Spikes After Red Sea Tanker Attack
Brent crude oil prices rose near $95 a barrel in post settlement trading.
Yemen's Iran backed Houthi rebels struck two Saudi tankers in the Red Sea. | 10 |
| 9 | 🟢 New Zealand Dollar Stalls Despite High Inflation
The New Zealand Dollar trades lower near the 0.5820 area.
The currency struggles to benefit from stronger than expected domestic inflation data. | 11 |
| 10 |  ❗️Alphabet Delivers Strong Earnings Beat - Cloud Growth Continues to Accelerate
Alphabet (GOOGL) 🇺🇸 delivered another strong quarterly earnings report, beating expectations on both revenue and earnings while highlighting continued strength across its AI ecosystem. The biggest surprise was Google Cloud, where revenue surged an impressive 82% YoY, reinforcing that AI-related infrastructure spending remains exceptionally strong. Shares are currently trading little changed / slightly lower after hours despite the strong report with investors concerns about the 100% rise YoY in CAPEX (just as we expected).
Early look:
🟢 EPS: $9.11
🟢 Revenue: $119.80 billion vs. $116.93 billion expected
🟢 Google Cloud Revenue: $24.8 billion (+82% YoY) 🌟
🟡 Search Revenue: +17% YoY (in-line with expectations)
🟡 Capital Expenditures: $44.9 billion (+100% YoY)
🟢 Other Income: +$99 billion, largely driven by gains in Anthropic and SpaceX investments
CURRENTLY 🔻2.9% (but initially mixed reaction)
The report confirms that Alphabet continues to benefit from the accelerating AI investment cycle. Cloud growth significantly exceeded expectations, while Search remained resilient despite increasing AI competition. The company also continues to aggressively invest in AI infrastructure, doubling capital expenditures (100% YoY) compared to last year.
Overall, Alphabet continues to strengthen its position as one of the leading beneficiaries of the global AI revolution and remains a strong long-term investment. The concerns about the CAPEX are exaggerated and a key reason for the massive revenue growth in cloud revenue.
❗️Tesla Misses on Earnings Despite Revenue Beat - Margins Remain Under Pressure
Tesla (TSLA) 🇺🇸 reported mixed second-quarter results, missing earnings expectations despite delivering better-than-expected revenue (just as we expected). While revenue continued to grow strongly, profitability deteriorated further as margins declined and free cash flow turned negative. Shares are currently trading roughly 3% lower after hours. Gross margins are a major concern here.
Early look:
🔴 EPS: $0.33 adjusted vs. $0.51 expected
🟢 Revenue: $28.24 billion vs. $25.71 billion expected
🟢 Revenue Growth: +26% YoY
🔴 Gross Margin: 16.8% vs. 19.4% expected
🔴 Operating Margin: 1.4% vs. 4.1% last year
🔴 Free Cash Flow: -$1.1 billion
🟢 Capital Expenditures: $5.79 billion (+142% YoY)
CURRENTLY 🔻2.8%
The weaker earnings were primarily driven by continued pressure on vehicle pricing, declining regulatory credit revenue, and significantly higher spending on AI infrastructure, robotics and autonomous driving. Tesla continues to invest aggressively in Optimus, AI compute, semiconductor manufacturing and its Robotaxi platform, weighing on near-term profitability.
Overall, this was a mixed report. Revenue growth remains strong, but investors continue to focus on declining margins and the negative free cash flow. While Tesla's long-term AI and robotics strategy remains highly ambitious, the financial results suggest that the transition toward becoming an AI and robotics company continues to come at the expense of near-term earnings. | 14 |
| 11 | 🟢 Major Stocks See Large After Hours Moves
Alphabet, Tesla and IBM are among the stocks posting the largest moves in after hours trading.
Other companies seeing significant activity include Las Vegas Sands and ServiceNow. | 19 |
| 12 | 🟢 House Backs Iran War Budget
House Republicans approved a $95 billion budget plan to fund the Iran war.
The decision comes amid concerns that the conflict and rising consumer energy prices could impact GOP prospects in the midterm election. | 18 |
| 13 | 🟢 US Signs Nuclear Power Agreement With Saudi Arabia
The United States signed a civilian nuclear power agreement with Saudi Arabia.
Cooperation with foreign countries on nuclear power requires review by Congress under the Atomic Energy Act. | 23 |
| 14 | 🟢 Southwest Airlines Second Quarter Profit Rises 9%
Southwest Airlines reported a 9% increase in second quarter profit. Higher fares helped the carrier cover its fuel costs.
The company's third quarter forecast fell short of expectations. | 23 |
| 15 | 🟢 IBM Lowers Full Year Forecast
IBM reduced its full year forecast following an earnings warning.
The company aims to enhance productivity through artificial intelligence and a new coding tool called Bob. | 25 |
| 16 | 🟢 US Casualties In War With Iran
US service members have suffered casualties during a war with Iran in the Middle East.
The conflict began despite previous vows to avoid starting a new war in the region. | 24 |
| 17 | 🟢 Brazil Launches Relief Package For US Tariff Impact
The Brazilian government unveiled 18.5 billion reais ($3.7 billion) in credit for exporters affected by new US tariffs. President Luiz Inácio Lula da Silva aims to protect key sectors from damage.
This measure is intended to shield industry ahead of the October elections. | 24 |
| 18 | 🟢 Fed Rate Hike Likelihood Rises Amid Iran Crisis
Treasury yields are approaching their highest levels since February. Rising oil prices and the intensifying Iran crisis are increasing the odds of a Federal Reserve rate hike.
These developments pose risks to the current bull market. | 29 |
| 19 | 🟢 Iran War Energy Shock Hits US Economy
Conflict in the Iran war and the Strait of Hormuz is driving up gas and diesel prices in the United States.
Market asymmetry suggests fuel costs will not decline rapidly even if hostilities cease. | 34 |
| 20 | 🟢 J&J Robotic Surgical System Win And Earnings Growth
Johnson & Johnson achieved a significant success with its new robotic surgical system.
The company also reported a substantial increase in earnings. | 34 |
