Meta Platforms, Inc.

Apple 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


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?

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.

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

The S&amp;P 500 index remains at an all-time high despite risks from duties and overheated valuations. Investors so far ignore the threat of a trade war, believing that Donald Trump will not go for tough measures. Still, Wall Street analysts warn: even the duties already in place are starting to hit businesses, eroding profits and stoking inflation. Bloomberg economists forecast a slowdown in U.S. GDP growth, and some investment banks, including Morgan Stanley and UBS, believe the market is vulnerable to a 5-10 or even 20% correction.

"There's a balloon flying around Wall Street looking for a needle": why investors are wrong about duties


U.S. President Donald Trump is seriously engaged in restructuring the international trade system, and it seems that other countries, which he hits with import duties, have nowhere to go, because the U.S. market is the largest in the world. But to reduce their dependence on it and support their economies, they have begun to negotiate with each other, including on projects that have been under discussion for decades. As a result, trade may become freer - outside the US;

A ship without a captain: How countries make trade alliances without the U.S.

Brussels had hoped to negotiate with Washington on a 10 percent base fee and some industry exemptions


Trump seeks 15-20% duties on EU goods - Financial Times



Advanced Micro Devices, Inc.

NVIDIA Corporation

The resumption of shipments to China will generate more than $700 million in revenue for the chipmaker

Wells Fargo recommended buying AMD stock ahead of the report. What is their potential?


In the current situation, there are two ways to achieve super profitability, Blackrock believes

Fund managers have started spending cache. Bank of America sees this as an alarming signal

So far, the company is not sure how many chips are covered by the new export authorizations or how long they will be in effect

Trade war