USA inledde en ny våg av attacker mot Iran som riktade sig mot dess Islamiska revolutionsgarde som svar på attacker mot amerikanska militärbaser i Mellanöstern.
USA attackerade dussintals IRGC-mål, inklusive militära kommandocentraler och missilanläggningar, för att ytterligare minska hoten från Iran och dess ombud mot amerikanska styrkor och grannländer.
Attackerna kom efter en överraskande attack av Irans revolutionsgarde mot en amerikansk militärbas i Jordanien, som avfyrade flera ballistiska missiler och fick oljepriserna att skjuta i höjden då marknaderna fruktade en återgång till ett fullskaligt krig.
The US launched a new wave of strikes against Iran that targeted its Islamic Revolutionary Guard Corps in response to attacks on American military bases in the Middle East.
The US struck dozens of IRGC targets, including military command centers and missile facilities, to further diminish threats posed by Iran and its proxies to American forces and neighboring countries.
The strikes came after a surprise assault by the Guard Corps on an American military base in Jordan, which intercepted multiple ballistic missiles and sent oil prices soaring as markets feared a return to all-out war.
Bloomberg 30 July 2026
https://www.bloomberg.com/news/articles/2026-07-30/us-launches-fresh-strikes-against-iran-as-war-escalates-again
Egypt Suffers First Drone Attack, Widening the Iran War
Attack set fire to two ships, including a U.S. gas-storage tanker, was caused by a drone attack, Egyptian authorities said.
Wall Street Journal 30 July 2026
The world is on the cusp of a third missile age, with conventional ballistic weapons proliferating at unprecedented speed in the wake of widespread deployment in Iran and Ukraine.
Iran and Russia's use of ballistic missiles has damaged critical infrastructure and led to shortages of interceptors, with Iran alone firing about 2,000 missiles since the conflict began.
Aktiemarknaden tenderar att med jämna mellanrum plötsligt skifta fokus.
Under de senaste åren har inget varit hetare än att bära ledartröjan för AI-omställningen. Detta har ofta åstadkommits genom att plöja ned enorma investeringar i att bygga datacenter, för att på så vis säkra en ledande position på att sälja datorkraft.
Nu har marknaden bytt skepnad igen. Nu är det åter fritt kassaflöde och kapitallätta modeller som är det nya svarta, en mardrömsförändring för de så kallade ”hyperscalers” som nyss fått igång biljoninvesteringarna.
Robert Andersson DI 30 juli 2026, 07:13
Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses.
The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years. The premise is evident in the consensus estimates for the five hyperscalers when combined as a group.
Jonathan Weil Wall Street Journal July 28, 2026
Tech Investors Demand Better Answers on AI Spending
Neither Google nor Microsoft provided a 2027 capex figure, but after Google upped its range for this year to $195 billion to $205 billion, analyst Youssef Squali of Truist Securities predicted it could reach $280 billion, or higher, next year—what he called “scary territory.”
Wall Street Journal 29 July 2026
Det kinesiska bolaget CXMT blev Kinas näst högst värderade börsbolag då det noterades den 27 juli.
Framgången skapade stora svallvågor bland västerländska chippaktier.
Federal Reserve held rates steady, underscoring fears that the central bank will not be able to contain the inflationary shock from Donald Trump’s Iran war.
Robert Sockin, chief US economist at PGIM, said: “The biggest failure of the press conference was that Warsh didn’t explain why they didn’t hike.
Financial Times 29 July 2026
Warsh Needs to Do Better Than ‘I Won’t Tell You’
Any more questions?
John Authers Bloomberg 30 July 2026
Kevin Warsh betonade han att inflationsmålet inte kommer att justeras. ”Låt mig upprepa. Det finns inget flexibelt inflationsmål, det finns inget flexibelt underförstått mål - Den här centralbanken kommer inte att vackla.”
Meta Ray-Ban Gen 2 special edition AI glasses.
Photographer: David Paul Morris/Bloomberg
$46 Billion Ray-Ban Fortune and Banca Monte dei Paschi di Siena
Discord among the heirs of EssilorLuxottica founder Leonardo Del Vecchio has rattled one of Italy’s most important business empires
Four years of feuding between the newly minted multi-billionaires
Family holding company Delfin Sarl is the biggest shareholder in both EssilorLuxottica and the world’s oldest bank, Banca Monte dei Paschi di Siena SpA.
Banca Monte dei Paschi di Siena SpA - nästan som en film på Netflix
Under första halvåret ökade utlåningen till hushåll med 71 miljarder kronor.
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