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ANNA: IT IS FRIDAY, JULY 31, AND HERE IS WHAT IS ON OUR AGENDA. THE KOSPI ENDS JULY ON A HIGH AFTER A FURIOUSLY VOLATILE MONTH, LEAVING -- COUNTING THEIR LOSSES. SURPRISING AND INTERVENTION SETS THE STAGE FOR A NOT SO SURPRISING BOJ HOLD.GUY: WE WILL GET TO THE PRESS CONFERENCE SHORTLY. LET'S TALK ABOUT THE VOLATILITY. THE KOSPI, THIS IS AN INDEX, RIGHT.I KNOW IT IS ON AN INDEX, BUT IT IS IN THEORY. IT IS UP BY 18%. THAT IS AN INDEX.IT'S UP BY 18%. WE WILL TALK ABOUT THE IMPACT OF THAT. DOLLAR-YEN IS UP BY ...

>> GOOD MORNING, THIS IS "HORIZONS MIDDLE EAST & AFRICA." OUR TOP STORIES, HOLDING STEADY, THE B. O. J.KEEPS ITS POLICY SETTINGS UNCHANGED AND NOTCHES ITS ECONOMIC GROWTH FORECAST HIGHER. OFFICIALS STOP SHORT OF CONFIRMING AN INTERVENTION THAT DROVE THE YEN SHARPLY HIGHER. PRESIDENT TRUMP CLAIMS A BREAKTHROUGH IN GAZA, SAYING THE U.S.-LED BOARD OF PEACE HAS REACHED AN AGREEMENT FOR HAMAS TO DISARM, THOUGH QUESTIONS STILL LINGER AND APPLE SHARES SLIDE IN AFTERMARKET TRADING AS COMPONENT SHORTAGES WEIGH ON TH ...

Market Trends & Macro Dynamics - Asian tech stocks surged following solid U.S. big tech spending forecasts, with Korean equities rising 16%[1][40] - Chinese equities are on track to outperform U.S. equities for a fifth consecutive week, with China's MSCI index up 2%[2][32] - The Bank of Japan (BOJ) faced suspected official intervention, causing the yen to jump by its most in over two years, while South Korean authorities also sold dollars to strengthen the won[2][5][14] - China's manufacturing PMI came in at 49.2% and non-manufacturing PMI at 49, both signaling economic contraction and missing market estimates[67] Corporate Earnings & Artificial Intelligence - Amazon and Microsoft reported robust cloud and artificial intelligence infrastructure demand, alleviating market concerns over the sustainability of the AI boom [42][43][45] - Silicon Motion reported second-quarter revenue growth of 127% year-on-year, with third-quarter guidance smashing consensus expectations by 23%[155] - DeepSeek is reportedly building a 1-gigawatt artificial intelligence data center in Inner Mongolia, a project projected by Jensen Huang to potentially cost up to $50 billion[3][82][85] - Situational Awareness, a hedge fund started by Leopold Ashkan Brenner, saw its assets slump to about $10 billion after Citadel acquired the bulk of its public stock portfolio following heavy losses in tech stocks[103][104] Investment Opportunities & Strategic Risks - South Korea announced plans to inject 20 trillion won (approximately $14 billion) into its sovereign wealth fund to strategically invest in artificial intelligence, data centers, and technology infrastructure, expanding its mandate to include domestic assets for the first time [215][217] - Tesla is reportedly considering weighing the sale or closure of its China business to ring-fence operations from geopolitical tensions and pave the way for a potential merger with SpaceX[8][76]

SHERY: THIS IS THE ASIA TRADE. APPLE SHARES SLIDING AS IT WARNS OF SUPPLY CONSTRAINTS AHEAD AND REPORTS WEAKNESS IN CHINA SERVICES, AMAZON JUMPS AFTER A FIFTH STRAIGHT QUARTER OF GROWTH. A REBOUND IN U.S. CHIPMAKERS, MICROSOFT ADDING A RECORD $450 BILLION TO ITS MARKET VALUE.JAPAN SAID TO HAVE SPARKED THE ENDS BIGGEST JUMP SINCE 2023. HAIDI: LET'S LOOK AT THE TRADING ACROSS ASIA, TECH IN HEAVY FOCUS. TRADING IN THE KOREAN SESSION AS WELL, AT THE MOMENT WE ARE SEEING A BUOYANCY IN TERMS OF THE TURNAROUND FOR ...

⚡️ TODAY: Jim Cramer says, “This Amazon looks astonishing. Apple's stock has run too much to charge higher. Microsoft still starring.” https://t.co/WYh1xIAdX8 ...

Aggressive AI spending plans by Amazon, Microsoft and Alphabet provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days https://t.co/fhFnGyhIO3 ...

BTC-miner equities should get near-term relief from the Situational Awareness unwind, though chasing the whole basket here's sloppy. Moving its leveraged public-stock book to Citadel narrowed one concentrated source of forced supply. Its March filing mapped eight miner or former-miner longs, with five making up 94.8% of the $1.43b basket. July 30 also saw the Nasdaq gain 2.8% and Microsoft 15.5%, so the bounce had a broad tech bid under it. That keeps upside selective: miners with contracted, financed, bill ...

🔥 HUGE: Microsoft added roughly $450 billion in market value in a single day, the biggest one-day gain for any stock ever, surpassing Nvidia's previous record. https://t.co/WLjtb8A9F7 ...

Market Trends and Equity Performance - Microsoft shares surged 17%, marking their largest daily gain since October 13, 2008, and pushing the Nasdaq up 3.1% and S&P 500 up almost 1.5% [2][3][9] - The 10-year Treasury yield stood at 4.67%, while the 2-year yield was 4.23%, with long-term yields potentially reaching 5.5% due to a lack of central bank trust [9][26][27] - Apple shares traded down 1.5%, Amazon rose 4.7% with a focus on capital expenditures, Meta fell 9.1%, and Chipotle jumped 13% after beating comparable sales estimates [10][42] Monetary Policy and Macroeconomic Environment - Federal Reserve Chair Kevin Warsh utilized intentionally vague, highly technical, and ambiguous language during his press conference, drawing comparisons to Alan Greenpan 2.0 [5][16] - Market participants expressed concern over a lack of forward guidance and clear reaction functions from the central bank regarding future interest rate decisions [35][36] - U.S. President Trump expressed a desire for lower interest rates, while market investors voiced worries about potential friction between the Fed chair and the committee [33][34] Insurance and Risk Advisory Industry - Aon operates within a $5 trillion overall property, casualty, health, and wealth insurance industry, while targeting access to a $250 trillion opportunity set [54][55] - AI data center builds are projected to require at least $2 trillion to $5 trillion to $7 trillion in ongoing operations, creating substantial demand for risk management and capital matching [58][59] - Aon maintained double-digit growth in construction lines over the past five quarters, driven by complex geopolitical risks and massive infrastructure developments [68] Restaurant and Consumer Sector - Jersey Mike's priced its IPO in the middle of the range with institutional investor demand exceeding 10 times available shares, while experiencing same-store sales traffic growth [71][73] - Jersey Mike's maintains an industry-leading low food cost of approximately 27% of sales, supported by a diverse protein lineup and scaled supply chain [87][88] - Starbucks accelerated its store uplift program, improving speed and throughput across cafes and drive-thrus to increase customer transactions and drive all-day business growth [94][98]