Apple Inc.

Apple reported record revenue of $94 billion and a 13% increase in iPhone sales, while stepping up investments in artificial intelligence. Amazon beat earnings and revenue expectations, but the stock sagged due to a weak outlook for its AWS cloud business. Figma debuted on the stock exchange with a rise of more than 250% to its offering price, demonstrating a resurgence of investor interest in new tech offerings. These and other topics are in our review of key events for the morning of August 1.

Highlights for this morning: Trump imposes new duties, Apple pleases investors and the debut of Figma


The White House imposed duties only on copper semi-finished products, leaving the main import item unrestricted

U.S. copper prices collapse to a record due to Trump's unexpected softness on duties

Trump renewed calls for a rate cut hours before the regulator's decision was published

The U.S. Federal Reserve kept rates unchanged for the fifth consecutive time. Two FOMC members were in favor of a cut

The US is India's largest trading partner


Trump imposes a 25% duty on imports from India starting Aug. 1


When Donald Trump publicly reprimanded Jerome Powell for the rising cost of renovating the Fed buildings, it was like a Russian TV story about President Putin's visit to an Olympic construction site. Here, too, there were accusations of inflated costs, but no threats to fire him. Although there are more chances to send Jerome Powell to resign than it seems legally, says Igor Slabykh, a lawyer and author of the USlegalnews&nbsp;&nbsp;&nbsp;

By estimate or by law: what threatens a new twist in the Trump-Powell standoff

Meta Platforms, Inc.

Tesla, Inc.

AI chip startup Groq is in talks to raise $600 million at a valuation of $6 billion, double its last round in August 2024. Meta is preparing to report quarterly earnings on the back of a massive investment in supercomputing data centers and the hiring of key industry experts, including former OpenAI employees. Meanwhile, South Korea's LG Energy Solution signed a $4.3 billion contract with Tesla to supply LFP batteries for energy storage systems, strengthening its position in the US market. On these and other topics - in our review of key events by the morning of July 30.

Highlights for this morning: LG strikes deal with Tesla, US and China seek compromise on tariffs

Stellantis N.V.

Stellantis has estimated its losses due to duties in 2025 at €1.5 billion

Stellantis restored its 2025 forecast for growth. Why did the stock fall?

Donald Trump said he is cutting short the 50-day deadline he previously gave Vladimir Putin to reach a truce with Ukraine, expressing frustration with the Russian leader. He also threatened tough new sanctions. Oil reacted to his statement by rising nearly 2%.

Trump will cut 50-day deadline for Putin on ceasefire Oil prices soared by 2%

Investbank made a bet on shares of insurance and commodity companies

Goldman Sachs has improved its outlook for Chinese stocks. What is the reason for its optimism?

Taiwan Semiconductor Manufacturing Company Limited

After weeks of uncertainty, the U.S. and the European Union reached a sweeping tariff agreement, removing the threat of an escalating trade war. Against this backdrop, futures on European indices, including the Euro Stoxx 50 and DAX, went up, and the euro strengthened. The oil market shows contradictory dynamics: despite the current deficit and stable prices around $70 per barrel, analysts warn of an impending oversupply in 2025-2026 due to production growth both within OPEC+ and outside the cartel. On these and other topics - in our review of key events for the morning of July 28.

Top story for the morning: the US has a trade deal with the EU, European futures are rising


The year 2025 could be one of the busiest years for bond vigilantes in decades - since the beginning of the year, investors have already dictated their will to politicians in the US, UK and Japan several times. Have these "guardians" of the market become stronger, or do they have more reasons to fear?

On a short leash: How "bond vigilantes" impose their will on politicians

Alphabet Inc.

US President Donald Trump has struck a trade agreement with Japan, securing $550 billion in investment in the US economy. And towards the end of the week, he paid a visit to the Fed. The ECB left its key rate unchanged after eight cuts. In the technology market, the race to invest in AI continues:&nbsp;Alphabet announced an increase in capital expenditure to $85 billion to avoid ceding the lead to other players. About the main events from July 21 to July 25 - in our review.&nbsp;