US STOCKS ADD OVER +$1 TRILLION IN MARKET CAP TODAY AS LARGE CAP TECH EARNINGS AND AI EXCITEMENT DRIVE STOCKS HIGHER

BRAZIL SUPREME COURT JUSTICE ORDERS HOUSE ARREST OF FORMER PRESIDENT JAIR BOLSONARO - DECISION

SEAN 'DIDDY' COMBS LOSES BID FOR RELEASE FROM JAIL AHEAD OF HIS SENTENCING

🚨 PM NETANYAHU IS LEANING TOWARD EXPANDING GAZA OFFENSIVE AND SEIZING THE ENTIRE ENCLAVE, ISRAEL'S N12 REPORTS

INDIA'S FOREIGN MINISTRY - INDIA’S IMPORTS FROM RUSSIA ARE MEANT TO ENSURE PREDICTABLE AND AFFORDABLE ENERGY COSTS TO THE INDIAN CONSUMER

🚨 INDIA FOREIGN MINISTRY SPOKESPERSON JAISWAL U.S INCREASING TARIFFS :INDIA WILL TAKE ALL NECESSARY MEASURES TO SAFEGUARD ITS NATIONAL INTERESTS

🚨 INDIAN GOVT ON U.S INCREASING TARIFFS : THE TARGETING OF INDIA IS UNJUSTIFIED AND UNREASONABLE

$AAPL - APPLE APP STORE SPENDING CLIMBS 13% IN JULY, HIGHEST SINCE NOV 2024

GOLDMAN: POLICY NEWS, ISM DATA, AND FED SPEECHES KEY THIS WEEK Goldman Sachs sees policy updates, Tuesday’s ISM services data, and Fed speeches as major market drivers this week. Volatility rose last week, with S&P 500 1-month implied volatility at 29 and realized at 26. Put-call skew jumped as investors hedged after weak economic data, especially post-jobs report. With most earnings behind us (72% of S&P 500 reported), attention shifts to Health Care, Energy, Utilities, and Semis. Goldman sees opportunities in overwriting financial stocks, given high volatility and fewer near-term catalysts. Since July expiry, S&P 500 stocks are down 1.9% on average.

$AAPL - GOLDMAN SACHS: APPLE APP STORE SPENDING UP 13% IN JULY Goldman Sachs reiterates a Buy rating and $266 price target on Apple. Analyst Michael Ng notes App Store spending rose 13% year-over-year in July 2025, up from 12% in June and the fastest growth since November 2024. This supports Goldman’s forecast of 13% Services revenue growth for Apple’s fiscal Q4. U.S. spending also grew 13%, easing concerns about third-party payment competition. The App Store accounts for an estimated 20–25% of Apple’s Services revenue.