🧠 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%.

🚀 Leasing companies in Russia are gradually restoring their business operations, signaling a recovery in the sector. For more details, visit Kommersant.

🇷🇺 The OZON logistics complex in Zelenodolsk has not suffered any damage and has resumed operations following an evacuation, according to the company. For more information, visit TASS.

🦠 The White House has released data indicating that COVID-19 likely originated from a laboratory leak where proper safety protocols were not followed.

🌏 A trilateral meeting between the leaders of Russia, China, and the United States may take place at the APEC summit. The Russian Foreign Ministry confirmed to Izvestia that the three leaders are expected in Shenzhen this November, presenting an ideal opportunity to discuss strategic stability. The APEC summit is scheduled for November 18-19, 2026, in Shenzhen.

✨ MicroStrategy will continue its practice of selling Bitcoin (BTC) and will no longer direct all new capital towards purchasing it, according to a recent conference call. For more details, visit the earnings call.

🌟 The Senate Minority Leader Chuck Schumer is proposing the establishment of an anti-corruption agency to investigate Donald Trump's business dealings in the cryptocurrency sector.

🚨🇨🇳 China's authorities are nearing the implementation of new measures to stimulate the economy, as this year's growth remains consistently below the government's target. For further details, visit BBG.

⚡️ Download the Alfa Investments app for iPhone now! Hurry—get it before it's removed. Install the new app “Invest Flow” right away. Open a brokerage account immediately; new investors will receive free shares worth up to 5,000 rubles.

🇷🇺 Etalon Group has released its operational results for the second quarter of 2026, highlighting a strong focus on liquidity and a remarkable threefold growth in the premium segment. For more details, read the full report here.

🇷🇺 The revenue of the Medical Group "MD Medical" increased by 29% in the first half of 2026, according to the report.

⚠️🇦🇿 The Central Bank of Azerbaijan has raised its inflation forecast for the end of 2026 to 6.1% from the previous estimate of 5.9%. The bank has maintained the key interest rate at 6.5%.

🚨 Japan and South Korea conducted a joint intervention in their foreign exchange markets yesterday, marking a rare collaboration. This move aims to stabilize their currencies in response to recent fluctuations. For more details, visit RTRS.

⚠️🇪🇺 Inflation in France has unexpectedly accelerated, according to BBG.

🇷🇺 ETALON has announced its operational results for the second quarter of 2026. Sales reached 118,000 square meters, representing a 14% year-on-year increase, while revenue declined by 7% to 23.2 billion rubles. Cash inflows rose by 10% to 23.7 billion rubles, outpacing sales. In the first half of 2026, the company doubled its commissioning volume to 326,800 square meters. ETALON remains focused on cash flow, adjusting new project launches to demand, especially in capital regions and the premium segment, where sales of premium brands surged 3.4 times year-on-year. Release

🇷🇺 Selidgar reported a net loss of 4.3 billion rubles under RAS in the first half of the year, a significant shift from a profit recorded in the same period last year.

🚨 Russian company Acron has approved dividends from previous years' profits. Shareholders will receive a payout of 235 RUB per share. The cutoff date for eligibility is August 10.

⚠️🇺🇸 AAPL shares fell 7% following its earnings report. In response to the decline, investment firms typically lower their price targets and downgrade the stock. Goldman Sachs was the first to act, reducing its target for AAPL to $360 from $370.

⚠️🇵🇱 The Polish Ministry of Defense has officially announced that a Russian missile violated the country's airspace on July 30.

⚠️🇸🇦🇾🇪 Saudi Arabia Prepares for Conflict with Houthis

Riyadh is forming a coalition to enhance security in the Red Sea. Yemeni sources indicate that Saudi Arabia is also amassing forces for a potential offensive in central Yemen. This escalation raises concerns about regional stability and oil supply.