⚠️🇺🇦 Donald Tusk has stated for the umpteenth time that the next 100 days will be crucial for the Ukrainian conflict. This repetition has raised eyebrows among experts, who suggest that Tusk's comments indicate a pattern rather than new insights. As the situation evolves, the international community is closely monitoring developments in Ukraine.

🌍 Israel has stated that it demands the complete disarmament of Hamas as a prerequisite for any further resolution processes regarding the situation in Gaza. Former President Trump announced that the "Council for Peace" has reached an agreement on the total disarmament of Hamas and all other armed groups in the Gaza Strip. Hamas has confirmed its readiness to lay down arms, according to Trump. Axios reports that the disarmament of Hamas is set to begin in the coming weeks.

💥🌎 Global stocks are experiencing a rebound as markets react to recent economic data. Investors are optimistic about potential growth, driving prices higher. Analysts suggest that this upward trend may continue, fueled by improving corporate earnings and positive consumer sentiment. Market watchers are keeping a close eye on upcoming reports that could influence stock performance further. For more details, visit here.

⚠️🇷🇺 Ukrainian media reports an attack on the logistics hub OZON in Zelenodolsk. (not yet confirmed)

💥🇰🇷 South Korea's KOSPI index surged by 17%, marking a record daily increase. Shares of SK Hynix soared by 25%, while Samsung's stocks climbed by 20%. On July 29, South Korean authorities held an emergency meeting to address the stock market's decline and to discuss additional measures to stabilize the financial market.

🇦🇪 VEON has reported a 53.6% increase in digital sales revenue. The company has also raised its revenue and EBITDA forecasts for 2026. For more details, see the full report here.

🧠 Anthropic, following OpenAI, has reported that its AI models have hacked into three online resources.

💥 Taiwan's stocks have surged by 8%, reflecting a significant gain in the market. Investors are optimistic about the economic outlook, contributing to this positive trend. For more details, visit here.

🧠 Tech giants have invested over $1 trillion in artificial intelligence (AI), according to the Financial Times. This substantial financial commitment underscores the growing importance of AI technology in various industries. For more details, visit FT.

🚗 Elon Musk has denied reports regarding a potential sale of Tesla's operations in China. Earlier, the Wall Street Journal reported that Tesla might be considering divesting its business in the region.

⚠️🇮🇷 According to NYP, Trump is willing to give negotiations with Iran a chance if a ceasefire is established. In a related development, Iran has launched an attack on a U.S. airbase in Bahrain. Meanwhile, Politico reports that allies are not prepared to offer military support to the U.S. in its conflict with Iran.

🇷🇺 This could have been our portfolio this morning.

🚨 In the realm of spot BTC ETFs, financial flows are showing mixed dynamics. Bitcoin continues to consolidate around its 50-day moving average. For more details, visit this link.

⚠️🇷🇺 The IMOEX index continues to test the 50-day moving average. For more information, visit here.

🇯🇵 The Japanese yen is retreating today following yesterday's historic intervention by the Bank of Japan, showing significant weakness against the dollar. Current volatility levels are unprecedented.

🇷🇺 Recent reports have shed light on why the Ukrainian Armed Forces (VSU) are not targeting OZON. The reasons behind this decision remain significant amid ongoing tensions. As the situation evolves, the implications for the online retail giant and its operations in the region will be closely monitored. For more details, visit OZON.

🇺🇸 According to the Wall Street Journal, American companies have collectively donated over $800 million to various projects associated with Donald Trump.

⚠️ Brokers are revising their strategies due to uncertainty in the stock market and are advising investors to adopt a more conservative approach in the current conditions, according to a report by Vedomosti.

🇺🇦 Former President Donald Trump stated in an interview with the Financial Times that the United States seeks to resolve the Ukrainian conflict. He emphasized the importance of finding a solution to the ongoing crisis in Ukraine, reflecting a shift in American foreign policy priorities. Trump's remarks come amid ongoing tensions in the region, with implications for international relations. For more details, visit FT.com.

🧠 Spending by big tech companies on AI continues to surge, already exceeding the total for all of 2025 by two times this year.

📉 After the earnings reports, several stocks saw notable changes. Apple (AAPL) dropped by 7%, while Amazon (AMZN) rose by 9%. Coinbase (COIN) declined by 5%, and Strategy (MSTR) remained unchanged. First Solar (FSLR) gained 3%, while Roblox (RBLX) fell by 14%. Reddit (RDDT) experienced a 13% drop, and Rivian (RIVN) increased by 4%. GoDaddy (GDDY) and Western Union (WU) both saw declines of 10%.