NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

Retail sales in the United States in July increased by 0.5% compared to June, the Census Bureau <a href="https://www.census.gov/retail/sales.html">reported</a>. The result matched analysts' expectations.

US retail sales in July rose in line with expectations 

Baidu, Inc.

Alibaba Group Holding Limited

JD.com, Inc.

Hedge fund founder Ray Dalio has championed investments in China for years, but this summer he sold his remaining stake and resigned from the board of directors

Bridgewater exited $1.5 billion in Chinese stocks, selling Alibaba, Baidu and JD.com

Demand for protective assets will continue to rise amid growing uncertainty surrounding U.S. gold supply, Wall Street believes


Gold bars hit by U.S. duties. Futures soared to a new record high


Small caps are again the spotlight, but not because they are outperforming. According to Refinitiv Lipper data as of August 4, investors have pulled $94.7 billion from U.S. small-cap funds since the start of the year, including $47.3 billion in July alone – the largest monthly outflow in 5 years. That figure also far exceeds the total for the second quarter, when withdrawals reached $30.3 billion, the highest quarterly outflow since 2020. Despite occasional rallies, small caps have trailed large caps by a wide margin. In the first seven months of the year, the S&amp;P 500 rose about 6.5%, while the Russell 2000 fell roughly 1.0%.

Small-cap ETFs see biggest outflow in 5 years in July: Why not to shun the segment

Apple Inc.

New investment could soften White House criticism over Apple assembling iPhones in India, analysts say

'Cook extends an olive branch to Trump': Apple to announce new investment in US

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

Meta Platforms, Inc.

Amazon.com, Inc.

- The main U.S. stock index<a href="https://www.cnbc.com/quotes/.SPX"> S&amp;P 500</a> fell 1.5 percent after trading began Aug. 1.

US indices collapsed more than 1% after new duties and jobs data

The US is India's largest trading partner


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


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


General Motors Company

Stellantis N.V.

Trade barriers 'ate up' $1.1 billion in auto company profits in second quarter

GM profits plunge amid Trump's duties. Will it manage to soften the blow in the third quarter?

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.

#Trade war: 40