Microsoft jumps 16% 🚀 , Wall Street Owns Crypto Market 📈, Goldman's diesel crunch 🛢️

Microsoft shares rose 16% following better-than-expected sales and cloud growth forecasts, driven by a 43% rise in Azure revenue and strong Microsoft 365 Copilot adoption. The company also projected steady cash flow through 2027 and reported a contracted backlog of $678 billion in its cloud business.

Indiatimes · 4 minute read

Meta Platforms has issued a quarterly revenue forecast of $61 billion to $64 billion, below the average analyst estimate, leading to a 10% decline in share prices. Despite the disappointing financial outlook, CEO Mark Zuckerberg assured investors that heavy investments in AI, including data centers and potential cloud computing business, will eventually lead to substantial returns.

Com · 6 minute read

Samsung's semiconductor division experienced a 250-fold increase in profit as the demand for AI technology surged, significantly boosting the company's financial performance.

Co · 3 minute read

Rolls-Royce Holdings increased its full-year profit estimate, expecting up to £4.9 billion in operating profits and £4 billion in free cash flow, driven by strong sales in jet engines, military hardware, and AI technologies. The company's performance surpassed analyst expectations, with significant improvements in financial metrics and a strategic push under CEO Tufan Erginbilgic's leadership.

Com · 2 minute read

Goldman Sachs traders believe that current stock market conditions do not have the necessary momentum or catalysts to achieve a significant and sustained breakout.

Fa-mag · 3 minute read

The US economy expanded by an annualized 1.5% in the second quarter, falling short of expectations due to increased imports. However, consumer spending and business investment, particularly in artificial intelligence, showed strength, with consumer spending rising by 3.2% and business investment continuing to drive growth.

Yahoo Finance · 2 minute read

Torsten Slok from Apollo Global Management highlights that the Federal Reserve's abandonment of forward guidance has led to increased bond market volatility, resulting in swings in Treasury yields, with the 30-year yield hitting its highest since 2007.

Yahoo Finance · 3 minute read

Diesel markets are facing a significant supply squeeze due to war-induced refinery outages in the Middle East and Russia, with global refining throughput down by 6.5 million barrels per day compared to July 2025.

Oilprice · 3 minute read

Copper prices increased as traders assessed future U.S. Federal Reserve interest rate decisions and concerns over supply constraints in the market.

Co · 3 minute read

A Ukrainian drone attack on July 30 caused significant damage to a major grain export terminal at Russia's Taman port on the Kerch Strait, leading to shipping disruptions in the Sea of Azov and forcing Russian exporters to redirect grain shipments. This terminal is operated by Demetra, has a capacity of 5 million metric tons, and is part of ongoing agricultural facility attacks between Russia and Ukraine, affecting international wheat prices.

Globalbankingandfinance · 5 minute read

The yen jumped by 2.6% against the US dollar in its largest intraday gain since April, suggesting possible intervention by Japanese officials as the currency remains under pressure despite prior interventions and a recent interest rate hike by the Bank of Japan.

Straitstimes · 3 minute read

Long-dated Treasury bond yields remained high after the Fed decided to hold rates steady, with concerns raised about the Fed's credibility on inflation control. The 10-year Treasury yield climbed to 4.66% and the 30-year to 5.21%, its highest since 2007, as investors demanded higher yield premiums, fearing the Fed is lagging in addressing inflation.

Yahoo Finance · 3 minute read

JPMorgan analysts warn that the decreasing likelihood of the CLARITY Act's passage poses a threat to crypto markets by allowing traditional finance to outpace public crypto networks. Senators still need to resolve issues on ethics, stablecoin yield, DeFi rules, and anti-money laundering before a vote, with the Senate recess causing further delays.

Benzinga · 2 minute read

A Wintermute report reveals a significant transformation in the digital asset market driven by institutional investors, who now account for 72% of OTC trading volume. This shift has decreased Bitcoin's volatility and led to concentrated investments in fewer assets, with derivatives and tokenization gaining momentum as Wall Street enhances its role in crypto trading.

Cointribune · 5 minute read

Bitcoin ETFs are set to have their lowest monthly net inflows ever, with $205 million in July, a significant drop compared to the net outflows of $2.43 billion in May and $4.52 billion in June. Meanwhile, Ethereum ETFs have performed slightly better, attracting $342.85 million in net inflows as institutional demand for crypto ETFs remains limited amid ongoing market volatility.

Yahoo Finance · 2 minute read

Anthropic's Claude Mythos Preview model discovered an attack that significantly reduces the effective key strength of HAWK, a digital signature scheme under consideration as a replacement for quantum-vulnerable cryptographic methods. The finding highlights the increasing improvements in cryptographic attacks and raises concerns over the future security of digital signature schemes.

Cryptonews · 2 minute read