... influx of capital into AI, fintech, and cybersecurity sectors strengthens belief in the industry's continued development. At the same time, funds are placing heightened emphasis on risk diversification and balanced valuation approaches. In a favorable macroeconomic environment, the market could accelerate growth in the second half of the year. For this, a combination of local potential (talents and projects from various countries) with access to global markets is crucial. Overall, the news surrounding ...

... influx of capital into the fields of AI, fintech, and cybersecurity boosts confidence in the sector's continued development. At the same time, funds are paying increased attention to risk diversification and a measured approach to valuations. If the macroeconomic environment remains favorable, the market may accelerate its growth in the second half of the year. For this, a combination of local potential (talent and projects from various countries) together with access to global markets is essential....

... the fields of AI, fintech, and cybersecurity reinforces faith in the further development of the sector. At the same time, funds are paying increased attention to risk diversification and a measured approach to assessing companies. Given a favorable macroeconomic environment, the market could accelerate growth in the second half of the year. For this, it is crucial to merge local potential (talents and projects from different countries) with access to global markets. Overall, the news about startups ...

... and market participants are taking steps to maintain balance: the OPEC+ alliance is preparing to increase oil production in August to avoid shortages, while the U.S. Federal Reserve’s decision to keep interest rates unchanged signals stability in macroeconomic conditions, boosting investor optimism. In Russia, the recently implemented ban on gasoline exports is aimed at cooling domestic fuel prices during the peak summer demand period. Below is a detailed overview of key events and trends in the ...

... The current record-long/short ratio of 2.5x suggests that bearish sentiment has already reached historical peaks. Perhaps “smart money” anticipates further declines, but such low exposure may indicate limited scope for additional sell-offs. If the macroeconomic picture improves or the "Magnificent Seven" companies show unexpected successes (e.g., new products or sharply rising metrics), the influx of money back into these stocks could be swift. Conclusion: A Look Ahead The current historical ...