Двухнедельный обзор фондовых рынков №326. Между двух огней
S&P 500 from 17 July 2025 to 24 July 2025
Key Events on the US Stock Market
17.07.2025 - Retail sales in June increased by 0.6% m/m, surpassing the expected 0.1% growth. The benchmark group rose by 0.5% m/m, exceeding the anticipated 0.3% growth. However, the annual trend slowed due to the April-May effect;
- Taiwan Semiconductor (TSM) reported quarterly results exceeding all forecasts, driven by strong AI segment momentum and a moderate recovery in other semiconductor market areas;
- The University of Michigan surveys reported an increase in July sentiment to 61.8 points, up from 60.7 points. Consumer expectations significantly exceeded forecasts, registering at 58.6 points compared to the anticipated 55 points.
22.07.2025
- Sarepta Therapeutics (SRPT) halted the distribution of Elevidys within the United States following the deaths of three patients attributed to acute liver failure. However, on July 28, FDA granted clearance for the company to resume the supply of the drug to outpatients.
23.07.2025
- Alphabet Inc. (GOOGL) has released its quarterly earnings report, underscoring the substantial impact made by its cloud division. The results exceeded expectations, driven by robust growth in search, YouTube, and the accelerated momentum in the cloud sector.
24.07.2025
- U.S. business activity grew, as July's PMI data from S&P Global showed the service sector at 55.2 points, surpassing the expected 53. Despite manufacturing taking a hit and slipping to 49.5 points, the composite PMI still managed to climb to 54.6.