US President Donald Trump <a href="https://www.whitehouse.gov/presidential-actions/2025/08/addressing-threats-to-the-united-states-by-the-government-of-the-russian-federation/">signed</a> an executive order imposing an additional duty on goods from India over Russian oil purchases.&nbsp;

Trump imposes additional duty on imports from India over Russian oil purchases


BP p.l.c.

The crisis-hit oil and gas giant announced a massive find a day before the release of its financial report

BP has discovered the largest oil and gas field in 25 years. This is the fruit of a new strategy

The Kraft Heinz Company

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Oil prices fell in early trading after OPEC+ agreed another significant production increase for September. A sharp drop in tourist spending in Japan and Europe hit sales of luxury brands. China unexpectedly imposed an interest income tax on government and bank bonds, spurring a sell-off in the debt market. Buffett recognized a $3.8 billion loss on Kraft Heinz, one of his biggest disappointments in decades. On these and other topics - in our review of key events for the morning of August 4.

Highlights for the morning: oil prices fall, luxury under pressure, Buffett admits failure

Exxon Mobil Corporation

Chevron Corporation

Chevron earned 44% less than a year earlier, Exxon 23% less. Nevertheless, both companies exceeded even more gloomy expectations of analysts

Exxon and Chevron profits fall to 4-year low amid lower oil prices

Tesla, Inc.

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


Alphabet Inc.

SAP SE

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Nikkei sends a positive signal to investors in the US

Advanced Micro Devices, Inc.

Zscaler, Inc.

Datadog, Inc.

Jefferies <a href="https://www.cnbc.com/2025/07/20/these-stocks-can-benefit-the-most-from-lower-oil-prices-says-jefferies.html">considers</a> that the continued decline in oil prices could provide strong support for the shares of a number of technology and consumer companies. Low prices will hit players in the energy sector, but representatives of some other sectors may gain significantly, the bank's analysts wrote;

Jefferies analysts named three beneficiaries of the decline in oil prices

PepsiCo, Inc.

DeFi Development Corp.

Oil is getting cheaper: fears of a trade conflict between the US and the EU have heightened demand concerns, especially with threats of new duties and increased anti-Russian sanctions. PepsiCo announced the launch of prebiotic cola, betting on the fashion for functional drinks amid declining sales of traditional sodas. Altcoin Solana sharply rose in price after DeFi Development announced the purchase of almost one million of these tokens. About these and other topics - in our review of key events by the morning of July 22.

Highlights for this morning: oil falls, Trump Media goes into bitcoin, Pepsi bets on prebiotics

Taiwan Semiconductor, the world's largest contract supplier of chips, reached a capitalization of $1 trillion thanks to growing demand for processors for artificial intelligence and revised forecasts. China ramped up rare earth shipments in June, but volumes are still far from pre-crisis levels. Trump's aides discussed terminating some SpaceX contracts, but recognized most of them as critical to the state. On these and other topics - in our review of key events for the morning of July 21.

Morning Highlights: TSMC passes $1 trillion, China boosts magnet exports by 2.5 times

Chevron to complete $53 billion purchase of Hess after beating Exxon


BP's business has stagnated recently, and there have been increasing rumors in the market about its takeover

BP warned of falling profits but expects production growth. Which is more important?

Kinder Morgan, Inc.

The Williams Companies, Inc.

Despite the weak performance of energy stocks this year, investors can still find undervalued opportunities in the sector,&nbsp;says Hennessy Midstream Fund and Hennessy Energy Transition Fund manager Ben Cook. He has picked out a few companies worth looking out for. Among their advantages are&nbsp;strong cash flow and growing demand for natural gas,&nbsp;&nbsp;<a href="https://www.barrons.com/articles/buy-energy-stocks-exxon-mobil-1f908911?mod=RTA">writes</a>&nbsp;Barron's.&nbsp;