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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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🌍 President Putin has authorized foreign investments in wind farm shares managed by "Forward Energy." This decision also extends to transactions involving entities linked to the wind energy fund "RUSNANO" and Fortum.
βš οΈπŸ›’ Iran is considering allowing Europe to clear mines in the Strait of Hormuz, according to reports. However, no official comments from Iranian authorities have been released yet. For more details, visit BBG.
πŸ’₯ US and EU stock markets have reached new record highs, reflecting strong investor confidence and economic growth. The upward trend in equities indicates a robust recovery post-pandemic, with various sectors showing significant gains. Analysts suggest that this momentum may continue as companies report positive earnings and economic indicators remain favorable. Investors are closely monitoring the market for further developments. For more details, visit this link.
πŸ›’ Iran has provided updates on ongoing discussions with Oman regarding the Strait of Hormuz. The Iranian Foreign Ministry stated that the negotiations are currently viewed as positive on both technical and political levels. Iran, in collaboration with Oman, is working on establishing necessary mechanisms for future agreements to regulate shipping in this strategic waterway.
βš οΈπŸ‡ΊπŸ‡ΈπŸ‡·πŸ‡Ί The U.S. Senate may vote on amendments to the bill concerning "hellish sanctions" against Russia. Provisions granting unlimited powers to Trump regarding tariffs, which have sparked disputes among lawmakers, could be removed from the bill. If the amendments are approved, the passage of the "hellish sanctions" legislation could be expedited. -- Punchbowl News
πŸš¨πŸ‡ΊπŸ‡Έ Short positions now account for 34% of all outstanding shares of SpaceX. Elon Musk responded, stating that he attempted to warn bears, but they instead doubled their shorts.

Earlier, BBG reported that traders are shorting SpaceX stocks at record levels ahead of crucial dates. A report will be released today after market close.
🍾 August 4 marks the birthday of Champagne! Research from the University of Reading reveals that consuming one to three glasses of champagne weekly may prevent memory loss and delay the onset of degenerative brain diseases like dementia, scientists have proven. Furthermore, champagne is said to act similarly to Viagra, potentially enhancing sexual experiences, according to Komsomolskaya Pravda.
β—οΈπŸ‡ΊπŸ‡ΈπŸ‡·πŸ‡Ί Senator Raphael Warnock has blocked the acceleration of a bill regarding "devilish sanctions" against Russia, according to Punchbowl News.
πŸ’₯πŸ‡ΊπŸ‡Έ SPCX surged by 10% as traders set a record for short selling ahead of today's report, with over 34% of the free-float sold short. Musk warned bears about the potential market shift.
πŸ’₯πŸ‡ΊπŸ‡Έ SpaceX has announced a partnership with Nvidia to develop AI satellites, just ahead of the upcoming earnings report.
πŸ‡ΊπŸ‡ΈπŸ‡·πŸ‡Ί Senate Republican Majority Leader John Thune has announced that disagreements have emerged during the drafting of the bill on "hellish sanctions" against Russia. Disputes have surfaced as lawmakers work on the legislation.
🚨 Upcoming Earnings Reports

Tonight, several major companies are set to release their earnings reports. At 23:00 Moscow time, reports will come from SpaceX, Booking, Wynn Resorts, Bed Bath & Beyond, Amgen, and Gilead. Following them, ViaSat and Lucid will report at 23:05, while Pinterest will follow shortly after. Match Group and AMD will release their reports at 23:10 and 23:15, respectively. The evening will conclude with Mosaic and Trivago at 23:15 and 23:45.
πŸš€ SpaceX reported a second quarter revenue of $7.8 billion, surpassing estimates of $6.81 billion. The company recorded an operating loss of $1.26 billion in its AI segment, better than the anticipated $2.39 billion loss. In addition, SpaceX posted a net loss of $541 million. By the end of the second quarter, the company reached 12 million Starlink subscribers. Capital expenditures for the quarter amounted to $18.37 billion, slightly below the estimate of $18.58 billion.
πŸš€ SpaceX currently holds 18,712 BTC, according to a recent report.
πŸš€ Advanced Micro Devices (AMD) reported a significant second-quarter capital expenditure of $808 million, exceeding estimates of $298.6 million. The company's adjusted operating margin stood at 27%, slightly above the expected 26.9%. AMD's adjusted earnings per share reached $1.66, surpassing the forecast of $1.62. Additionally, the firm posted revenues of $11.54 billion, higher than the anticipated $11.31 billion.
⚠️ AHEAD

πŸ›’ The U.S. oil inventory report from the API is set to be released today at 23:30 - 23:40 MSK.
πŸ“‰ U.S. markets saw a decline, with the S&P 500 index dropping by 5%. Similarly, shares of AMD also fell by 5%. For more details, visit SPCX and AMD.
πŸ’₯πŸ‡ΊπŸ‡Έ Musk announced that in the future, the company will focus on developing products exclusively on the NVIDIA platform.
πŸ›’οΈ Oil prices reacted to the latest API report, which indicated a crude oil inventory increase of 2.69 million barrels. This figure surpassed expectations of a 2 million barrel decline and was higher than the previous increase of 3.296 million barrels. The report highlights ongoing fluctuations in oil supply dynamics.
πŸ‡ΊπŸ‡Έ Michael Burry is betting against the rally, believing that the market is nearing a major peak and could be on the verge of a decline similar to that of 1987. For more details, visit this link.
βš οΈπŸ‡ΈπŸ‡¦ Al Arabiya reports that there are currently no negotiations between Saudi Arabia and the Houthi rebels through intermediaries. Earlier, BBG had indicated that Saudi Arabia was engaged in talks with the Houthis, mediated by Oman, regarding a ceasefire and de-escalation.