Bloomberg Television·2026-07-31 12:15Financial Performance & Market Trends - Amazon reported a fifth straight quarter of cloud revenue growth, with AWS growing 37% year-on-year, the fastest growth rate in five years[2][3] - Apple tumbled more than 6% in extended trading due to supply shortages hurting its sales forecast[1] - Clariant reported second-quarter profit expectations above expectations with flat sales guidance, while its share price jumped 16% following the dismissal of a claim from Shell exceeding 1 billion Euros[54][64][65] Investment & Leverage Risks - Situational Awareness hedge fund assets plunged from 45 billion to 10 billion in days due to a leveraged start with banks lending 4 to 5 times its capital, resulting in a 67% fund loss[8][9][10] - Citadel acquired the AI stock portfolio held by Situational Awareness at a discount, while still holding over 5 billion dollars worth of Anthropic stakes[11][13] Macroeconomic & Energy Dynamics - Brent crude oil is up about 20% for the month and trading around 88 dollars per barrel amid Middle East escalations[43] - Global energy markets proved resilient without materializing scenarios of oil prices above 100 dollars per barrel, though downstream products remain elevated[56][57] Geopolitical & Migration Impacts - The Spanish government deployed military and police forces to a North African enclave following a surge of 50,000 illegal immigrants[45][50] - The U.S. imposed a tariff rate of 12.5% on Switzerland compared to 10% for Europe due to forced labor law enforcement assessments[59][61]