..., fintech). Institutional investors are likely to return to Amazon upon seeing signs of accelerating AWS growth or improving retail margins, but for now, they remain cautious. Nvidia (NVDA): AI Hype and High Volatility Technical Analysis of Nvidia (NVDA): ... ... while net income soared by 34.6%. The operating margin recovered from 25% to 41% due to cost reductions and rising advertising sales. The advertising business (≈98% of revenues) is thriving again – both users and advertisers have returned. Meanwhile,...

... of ~3% per year, inflation is low, consumer spending is increasing - this is a good sign for the retail sector (people are spending more). The stock market is generally on the rise after the recent interest rate cut. Industry analysis shows that the retail segment is doing well: sales in the industry are growing, more people are shopping online (and this company has a strong presence in e-commerce). There is competition, but the company is in the top 3 in market share, while some smaller competitors, on the contrary, are closing....

... factors and overall market sentiments. Nevertheless, **outside the index**, results from individual mid-cap companies will be published. For example, some energy and commodity firms from Scandinavia and Canada will announce quarterly data, and the British retail sector awaits sales data (semi-annual reports from several retailers). These events are unlikely to significantly influence the broader market; however, price movements may occur in narrower segments. **Asian companies** have also mostly already reported earlier in ...

... revenue dynamics from AI cloud, capital investments in data centers, cluster utilization. Rigetti (RGTI) — quantum computing. Focused on the roadmap to commercial use cases and contracts with corporate/government clients. CAVA (CAVA) — restaurant retail. Keeping an eye on LFL sales, pace of new openings, profitability. GRAIL — early oncology diagnostics. Metrics: revenue from tests, partnerships, manufacturing capacity. Zevra Therapeutics (ZVRA) — pharmaceuticals. Key: clinical progress and licensing agreements. Rekor ...

... interesting as a gauge of demand for freight transport and carriers' investments in updating their fleets. An increase in truck sales and orders for new models signals a revival of trade and industry, while a decline in demand may indicate business caution.... ... in Russia is just getting started. Most public companies in Russia will present their reports in August (banks, oil and gas, retail, etc.). Therefore, today Russian investors are focusing more on the external backdrop – economic events abroad and oil ...