... Moreover, Amazon's most recent report has become the subject of intense discussion among analysts, with Samsung's report adding fuel to the fire. How will these events impact the stock market and investment strategies in the coming months? Let's discuss ... ... inflation to stimulating the economy. US stocks remain overall in positive territory for the month, but volatility has increased. Sectors sensitive to the economic cycle (such as industrials and commodities) have come under slight pressure due to recession ...

... risk of a "secondary wave" of prices. Dollar and Yield Curve Reaction — most pronounced impact on the technology sector, gold, and oil. Oil and Commodities: OPEC, EIA, and API Inventories OPEC Report — updates on global demand/supply, cartel ... ... demand or export quotas may shift market balance. STEO from EIA — short-term forecasts for U.S. oil/condensate production, fuel consumption, and price scenarios. API — preliminary weekly estimate of commercial oil/gasoline/distillate inventories, ...

... falling to multi-year lows. Nevertheless, the overall dynamics indicate the formation of a new global venture boom following a period of decline. Record Investments in AI Startups The surge in interest in artificial intelligence technologies continues to fuel mega deals. Mega funding rounds related to the development of AI have become the hallmark of 2025. The largest investment rounds of the first half of the year are concentrated in this sector: OpenAI : The generative AI developer OpenAI raised approximately $40 billion in funding—one of the largest rounds in the industry's history; Meta and Scale AI : The corporation Meta invested $14.3 billion in the AI infrastructure startup Scale ...

... momentum decreases. Altcoins and Capital Redistribution Among altcoins with anomalous growth, projects with developed ecosystems are leading. For example, Virtuals Protocol (VIRTUAL) gained approximately 40% in a day, and tokens from the AI and DeFi sectors (TARS AI, Ethena, etc.) have doubled over the past week. Meme coins are not far behind: the price of Pepe (PEPE) skyrocketed over 40%, while Shiba Inu (+30%) and Dogecoin (+10%) continued their rally fueled by retail investors’ hype. Such spikes contribute to the decline in BTC dominance and the increase in the overall capitalization of altcoins, reflecting shifting trends in the market. The heightened volatility of altcoins, combined with positive ...

... wages encourage people to spend more. Heightened consumer activity will support the expansion of retail trade and the service sector. Stronger consumer demand will also support GDP expansion, making the domestic market a key engine of growth – especially ... ... their costs rise and competitiveness can suffer. To maintain profitability, firms will need to either raise prices (further fueling inflation) or invest heavily in efficiency improvements. Many enterprises will likely channel resources into automation ...