... Overvalued: Buffett Awaits a Correction In his annual letter and at the 2025 shareholders' meeting, Warren Buffett indicated that the American stock market is currently overvalued, and there are almost no interesting opportunities for substantial investments in ... ... short term. According to Buffett, the company is diligently seeking suitable targets, although it “cannot find attractive businesses at reasonable prices” under current conditions. He even disclosed that he was recently close to concluding a significant ...

... demonstrates the intent of major IT players to secure key AI competencies. Additionally, amid the demand for infrastructure for AI, American cloud provider CoreWeave announced the acquisition of mining company Core Scientific for $9 billion to repurpose its ... ... plans for IPOs. This geographical expansion of venture capital intensifies competition for the best projects: today, funds and business angels are tracking promising teams from Singapore and Dubai to Nairobi and São Paulo. Africa is also witnessing an ...

... largest tech deal of the year, significantly strengthening Google's position in the cloud services market. Concurrently, Meta entered into an agreement to invest ~$14 billion in the data labeling platform Scale AI , acquiring around 49% of shares at a business valuation of ~$28 billion. This strategic deal highlights major IT players' desire to acquire key AI competencies. Additionally, on the wave of demand for AI infrastructure, the American cloud provider CoreWeave announced the acquisition of the mining company Core Scientific for $9 billion, intending to repurpose its data center network (originally built for cryptocurrency mining) for artificial intelligence needs. Interest ...

... clarifications regarding future policy. 15:30 MSK – Durable goods orders in the USA (June). A key industrial indicator for the American economy. A notable increase in total order volume (~+1.0% MoM) is expected, driven by large contracts for aircraft (the ... ... indicator). However, the core index excluding transportation is expected to be weaker – around 0% or negative, indicating business caution in investments. Order data reflects the level of industrial activity at the end of Q2: strong figures (especially ...

..., which are expected to be robust. The company itself has forecasted revenue growth of 7-11% year-on-year, and analysts expect around $161-163 billion (approximately +9-10% compared to last year). The primary contributor to sales growth is the North American retail segment, where Amazon is experiencing stable demand amid improved consumer confidence and the success of its advertising business. Additionally, continuing recovery in the AWS cloud services division is a positive note: although growth rates in the cloud are not what they used to be (around 10% year-on-year expected), corporate clients are resuming projects, and Amazon ...