- Dalio’s Major Judgment: Textbook AI Asset Bubble, the “Great Cycle” Occurring Once Every 80 Years Is Coming to an End
- NAND remains the "super hot sector" in memory after HBM! But the competition for market share is heating up, and Kioxia's profits and outlook fall short of expectations
- Spot gold has just surpassed the $4,060.00/ounce mark, currently quoted at $4,059.47/ounce, down 1.07% for the day; COMEX gold futures main contract is now at $4,117.60/ounce, down 1.03% for the day.
- After a month of consolidation, will today bring a breakout in either direction?
- The Central Bank of Azerbaijan forecasts that the average price of natural gas will be $327 per 1,000 cubic meters in 2026 and $294 per 1,000 cubic meters in 2027.
- Reddit (RDDT.US) shares fall 10.2% pre-market after the company reports a slowdown in U.S. user growth in the second quarter.
- Germany's 10-year government bond yield rose by 28 basis points in July, marking the largest monthly increase since March
- The Central Bank of Turkey conducted a one-week gold-for-lira sell-side swap auction for a total of 4 tons using traditional methods.
- US electric vehicle company Rivian (RIVN.US) rises 4% in premarket trading as the company’s quarterly revenue exceeds expectations.
- Spot gold is down 1.01% intraday, trading at $4,062.17 per ounce. COMEX gold futures main contract is last quoted at $4,120.30 per ounce, down 0.97% intraday.
- Madrid Stock Exchange (BME) announced that the European Investment Bank Group has provided credit enhancement to support the completion of a €1.4 billion Santander securitization fund transaction.
- Roblox (RBLX.US) drops 14.7% pre-market as the company forecasts a significant decline in Q3 bookings, beyond expectations.
- Sony: Expected to receive 80 billion yen in tariff refunds, most of which has already been included in forecasts.
- Service costs and electricity prices both rise, as France's inflation unexpectedly jumps to 2.4% in July, fueling expectations of a September rate hike by the European Central Bank
- Amazon (AMZN.US) rises 11% in pre-market trading as Q2 cloud business revenue exceeds expectations. Apple (AAPL.US) falls 6.7% as Q4 revenue guidance misses expectations. SK Hynix (SKHY.US) rises 7% in pre-market trading.
- Brent crude oil futures have just surpassed the $86.00 per barrel mark, now quoted at $86.01 per barrel, down 1.35% on the day.
- European stock indexes rose in early trading as European tech stocks followed the gains of Asian tech stocks. Falling oil prices also boosted the indexes. The pan-European Stoxx 600 index rose 0.8%, reaching a record high. In Amsterdam, the Netherlands AEX index, which is heavily weighted with semiconductor stocks, was up 0.2%. ASML gained 3.4% and ASM International surged 5.4%. However, Universal Music Group plummeted more than 21% after releasing its earnings. Supported by mining stocks and a
- MediaTek CEO: AI PCs powered by chips co-developed with Nvidia (NVDA.US) will be available for sale this holiday season.
- Canada Goose Greater China revenue surges 44%, Asia-Pacific market surpasses North America
- India's 10-year government bond yield falls to around 6.8% as softer oil prices improve bond market demand
- Spot gold has just broken through the $4,070.00/oz mark, now trading at $4,069.80/oz, down 0.82% on the day; COMEX gold futures main contract is now at $4,128.20/oz, down 0.78% on the day.
- Gold prices fell on Friday, but as investors closely monitor developments in the Middle East, gold is heading for its first monthly rise in five months. Analysts at Sucden Financial said: "Precious metal prices rebounded as a weaker GDP report led to a decline in the US dollar, but this trend is not entirely convincing given that US Treasury yields have not shown a significant drop." Meanwhile, the Federal Reserve kept rates unchanged at its July meeting, and Chairman Waller offered almost no c
- An executive from Kansai Electric Power Company stated: Despite QatarEnergy still being in a state of force majeure, we believe there will be no issues ensuring stable LNG supplies in the short term.
- Goldman Sachs: Lowers Apple (AAPL.US) target price from $370 to $360, maintains Buy rating.
- On July 31, Foreign Ministry spokesperson Mao Ning hosted a regular press conference. A reporter asked, according to The Wall Street Journal, Tesla is considering spinning off its China business to pave the way for a potential merger with SpaceX. What is China’s comment on this report? Mao Ning responded: “I am not aware of the specific situation you mentioned. As a matter of principle, we have always opposed the overstretching of the concept of national security and are against discriminatory
- Shell (SHEL.US) plans to sell Cyprus assets for up to $720 million, focusing on liquefied natural gas business.
- Escalating conflicts fail to prevent increased oil supply; international oil prices fell by more than 1% on Friday.
- Shell (SHEL.US) plans to sell Cyprus assets for up to $720 million, focusing on liquefied natural gas business
- Sony (SONY.US) executive: Detailed discussions with TSMC (TSM.US) are progressing smoothly.
- Bank of Japan Governor Kazuo Ueda: The impact of foreign exchange on prices is now greater than in the past. Currently, the main bottlenecks for capital expenditure are labor shortages and rising material costs, rather than rising interest rates. Over the past year, the yen has depreciated.
- UK natural gas prices continue to fall to 140 pence/therm as Qatari LNG vessels pass through the Strait of Hormuz, easing supply concerns
- Norway’s public loan debt rose 4.4% year-on-year in June, with household loan growth edging up slightly.
- According to Indian officials: The Indian police in Hyderabad have filed a case against the head of Meta Platforms (META.US) India because a Facebook user posted content depicting Prime Minister Modi in an insulting manner.
- Filling up a tank of gas will cost an extra 27 yuan.
- France's domestic producer prices fell by 0.6% month-on-month in June, with coke and refined petroleum products leading the decline
- JSP Q1 FY27 operating profit more than doubled to JPY 3.54 billion; net sales rise 19.1% to JPY 40.95 billion
- BP (BP.US) launches sale of North Sea operations! New CEO accelerates asset restructuring, aims to raise $20 billion by end of 2027 to reduce debt
- BP launches sale of North Sea business! New CEO accelerates asset restructuring with goal to raise 20 billions USD by end of 2027 to reduce debt
- National Development and Reform Commission: Based on changes in international oil prices, starting from 24:00 on July 31, domestic gasoline and diesel (standard grade) prices will be raised by 685 yuan and 655 yuan per ton, respectively.
- Commodity futures close
- Japan and South Korea Jointly Intervene in the Foreign Exchange Market to Support Their Currencies! Rare Move May Have U.S. Backing
- Sony (SONY.US) image sensor factory resumes operations after earthquake, Apple supply chain remains unaffected
- Sony (SONY.US) image sensor factory restarts after earthquake, Apple supply chain not directly affected
- South Korea's KOSPI index closed up 18%. SK Hynix surged 30% and hit the daily limit, while Samsung Electronics rose nearly 27%. Foreign investors recorded a net purchase of KOSPI stocks worth 7.2 trillion Korean won on Friday, with all figures hitting historical records.
- Braveheart Bio (BRVE.US) sets IPO pricing at $15-17 per share, aiming to raise $300 million to advance global Phase III clinical trials of cardiovascular drugs.
- Kioxia’s operating profit for the second quarter was 1.27 trillion yen, compared to 44.899 billion yen in the same period last year; net profit was 842.165 billion yen, compared to 18.284 billion yen last year. The company will implement a 3-for-1 stock split and plans to repurchase up to 800 billion yen in shares.
- UBS Group raises LPKF stake to 3.39% from 3.02%
- Boeing (BA.US) Sends "Final Contract Offer" to 17,000 Engineers, SPEEA Negotiation Team Endorses to Avert Repeat Strike
- On July 31, analysts at Fubon Research stated that Google's TPU production could reach 12 to 15 million units in 2028, potentially surpassing or approaching Nvidia's annual data center AI GPU shipments. Therefore, Google will need to rely on Intel Foundry (especially its advanced packaging capacity) to make up for insufficient supply from TSMC.
- Foreign investors made net purchases of KOSPI stocks worth 7.2 trillion won on Friday, setting a historic record.
- UK Energy Minister: I am in close contact with BP and have made it clear that my top priority is to ensure the safety of workers and local communities during this sale process. The North Sea is a vital national asset, and we will take a pragmatic approach. Oil and natural gas will continue to be part of our energy mix for years to come.
- Kazakh gold miner SOLIDCORE reports gold equivalent production of 86,000 ounces in the second quarter, with gold equivalent sales of 82,000 ounces.
- The AI investment frenzy shows no signs of cooling down! Amazon and Microsoft earnings reports signal strong demand for computing power
- transcosmos Q1 FY27 profit attributable to owners of parent drops 16.3% to JPY 2.85 billion; net sales rise 7.1% to JPY 101.16 billion
- The AI investment frenzy shows no signs of cooling down! Amazon and Microsoft earnings reports signal strong demand for computing power
- Bank of Japan Maintains Interest Rates but Sees "Hawkish Dissent"; Market Awaits Kazuo Ueda's Press Conference Amid Ongoing Intervention Turmoil
- MOL Group invests $720 million to acquire Shell’s stake in Cyprus Aphrodite gas field, with first production planned for 2031
- Gold prices edged down slightly but monthly gains are expected; Middle East tensions and US Fed outlook impact the market
- Entertainment Drives Growth! Sony (SONY.US) Q1 Operating Profit Soars 40%, Upgrades Full-Year Earnings Guidance
- Barclays: Eurozone interest rates trapped in a "cycle of hope and fear," German bonds face worst July in over twenty years
- Mapfre agrees to buy Safety Insurance for USD 1.54 billion
- British Pound struggles to extend recovery against Japanese Yen
- Tallinna Vesi Q2 FY26 swings to net loss of EUR 120,000; revenue falls 4.1% to EUR 18.61 million
- JPMorgan Chase raises Nagarro stake to 6.69% voting rights
- UNITI GROUP INC (DELAWARE) <UNIT.O>: JP MORGAN CUTS TARGET PRICE TO $11 FROM $12
- Kaleon executive Vitaliano Paolo Federico Borromeo Arese Borromeo, via associated person, buys EUR 1,808.46 ordinary shares
- KKR, Mirastar: Acquired Portfolio for About GBP170M >KKR
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- Nidec names Daisuke Koike president of Nidec America, replacing Nobuyasu Nozawa
- Novotek buys Italy-based ServiTecno in expansion push
- PayPay, Seven & i form digital partnership integrating IDs, rewards and app services
- LY Corp joins SoftBank, PayPay in strategic partnership with Seven & i, 7-Eleven Japan
- Boldtek liquidators report no material developments in compulsory liquidation
- Amper 1H FY26 EBITDA rises 52.8% to EUR 24.8 million; net profit falls to EUR 1 million
- SOL takes 51% stake in Brazil’s IBG in technical gases joint venture
- Montega reiterates Buy on TAKKT, sets EUR 4 price target
- Hulic to invest up to JPY 8.74 billion in Hugo2A, taking 51% stake
- JPMorgan Chase lifts Nagarro voting rights stake to 6.69% from 6.39%
- Cantargia issued shares, voting rights total 281.9 million as of July 31
- Mitsui Matsushima to buy cotton swab maker Sanyo for undisclosed sum
- Adidas managing body member Bjørn Gulden buys shares worth EUR 508,569
- Altra Fastigheter cancels 15,162,096 shares, cutting total to 192,956,152
- Altra Fastigheter redeems 15,162,096 shares, cutting share count to 192,956,152
- MC Mining cash and facilities fall to US$2.9 million at June-end
- Storskogen issues 8,632,527 Class C1 hurdle shares under incentive program
- Gurit wins CHF 12 million two-year supply contract with global wind turbine maker
- Mitsubishi Motors names Nobuhiko Koizumi Okazaki plant general manager effective Oct. 1
- Nedbank names Nikos Angelopoulos group CIO effective Sept. 1, 2026
- Mitsui Matsushima lifts FY2027 dividend forecast to 130 yen per share from 74 yen
- Outokumpu names Matthieu Jehl president of Europe business area
- Goldman Sachs lifts Aixtron voting rights stake to 8.33% from 8.12%
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- Incredible Holdings cash position unchanged in June update
