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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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πŸš€ Despite sell-offs in stocks, there was an influx in spot BTC ETFs yesterday, while BTC has been trying to hold its ground above the 50-day moving average for the third consecutive day.
πŸ“‰ The IMOEX index is nearing its 50-day moving average after two weeks of relentless recovery.
🚨 Elon Musk is set to financially support Republicans ahead of the upcoming midterm elections in Congress, according to AXIOS. For more details, visit AXIOS.
πŸ‡ΊπŸ‡Έ The US Dollar Index (DXY) has been a focal point in financial markets, reflecting the strength of the dollar against a basket of other currencies. Investors are closely monitoring its movements, as fluctuations can impact global trade dynamics and economic forecasts. For more detailed insights, visit this link.
πŸ“ˆ DОМ PΠ€ forecasts a 32% year-on-year increase in net profit for 2026, reaching 117 billion rubles, with a return on equity of 23.4%. A live broadcast featuring CFO David Ovsepian and Managing Director Alexey Pudovkin will take place at 18:00 on VK (watch) and RuTube (watch).
πŸ“ˆ Following recent earnings reports, Microsoft saw a 9% increase, while Meta experienced a 7% decline. Arm Holdings dropped by 6%, and Lam Research gained 6%. Qualcomm fell by 5%, and Robinhood decreased by 1%. Starbucks rose by 4%, whereas Carvana dropped 8%. Electronic Arts remained unchanged, and Chipotle climbed by 6%. For more details, visit Microsoft, Meta, Arm Holdings, and others.
πŸš«πŸ›’πŸ‡·πŸ‡Ί Russia's oil exports through western ports are expected to decline by approximately 4% in July compared to June, primarily due to attacks in the Black Sea, according to RTRS.
🚨 Russian authorities have clarified that the restrictions placed on Pavel Durov do not extend to Telegram as a legal entity, according to Rosfinmonitoring, as reported by RIA Novosti.

*Durov has been added to the register of extremists and terrorists by Rosfinmonitoring.
πŸ‡·πŸ‡Ί Consensus from IF indicates that Nornickel's EBITDA in the first half of 2026 rose by 41% year-on-year, reaching $3.7 billion. The report is set to be released on July 31.
πŸš€ Ray Dalio has confirmed that he still holds 1% of his portfolio in BTC.
πŸ’Ό NKNC reported a significant decline in net profit under RAS for the first half of the year, dropping nearly 15 times to 1.5 billion rubles.
🚨 Gazprom Neft has reported its financial results for the first half of 2026, showing a profit of 255.7 billion rubles, up from 228.2 billion rubles in the same period last year.
βš οΈπŸ‡·πŸ‡Ί The IMOEX index shows signs of fatigue as market dynamics shift. Investors are closely monitoring the situation, with fluctuations prompting discussions about future trends. Experts suggest that understanding these movements is crucial for making informed decisions in the evolving landscape. For more insights, visit here.
πŸ‡ΊπŸ‡ΈπŸ‡ΊπŸ‡¦ Whitkoff and Kushner are expected to visit Kyiv on August 24.
🚒 The US Navy has signed a contract package with General Dynamics for the construction of 14 nuclear submarines, totaling $76.6 billion.
🌍 Twenty-eight of the world's largest banks have successfully tested cross-border transfers of tokenized money as part of the international Agora project, coordinated by the Bank for International Settlements (BIS). The transfers and settlements averaged 80 seconds, significantly faster than traditional systems.
🌟 Ondo Finance is considering the acquisition of another player in the industry for $250 to $500 million. The company is closely collaborating with the Trump family.
🚨 Upcoming earnings reports are set to be released today. Key announcements include:

- MSTR Strategy at 23:00 MSK
- Amazon (AMZN) at 23:00 MSK
- First Solar (FSLR) at 23:00 MSK
- Roblox (RBLX) at 23:05 MSK
- Reddit (RDDT) at 23:05 MSK
- Rivian (RIVN) at 23:05 MSK
- GoDaddy (GDDY) at 23:05 MSK
- Western Union (WU) at 23:05 MSK
- Coinbase (COIN) at 23:15 MSK
- Apple (AAPL) at 23:30 MSK.
πŸ“‰ Michael Burry has increased his short positions in US tech stocks, including NVDA, QQQ, and MU.
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