GF Securities analyst Jeff Pu downgraded Apple to “Hold,” citing what he described as a once-in-a-century surge in memory prices and an expected $200–$300 rise in costs for the iPhone 18 Pro lineup. Apple CEO Tim Cook said on the company’s Q3 earnings call that memory pricing is seeing “exponential increases,” which he characterized as a “100-year flood.” The shift has pressured expectations for Apple’s hardware gross margins and has spilled over to assets tied to the memory supply chain.

Türkiye’s energy import costs rose sharply in the first half of 2026 amid the Middle East crisis, pushing intermediate goods imports up to $135.3 billion and widening the trade deficit to $53.1 billion. Exports increased 3.6% to $136.1 billion while imports grew 4.6% to $189.2 billion. Consumer goods imports fell 9.1% and capital goods imports climbed 10.5%. Excluding energy, the pace of deficit widening slowed markedly, pointing to energy price swings as the main driver of the external imbalance.

Interarch Building Solutions said it will hold its FY27 first-quarter earnings call on Aug. 7, 2026. The company commissioned Phase I of its Gujarat plant on July 9, 2026, adding 20,000 tonnes of annual capacity with an investment of ₹60 crore. Total capacity now stands at 221,000 tonnes, with capacity utilisation at 80%. The company said the expansion was funded entirely through internal accruals.

Blue Dart Express reported Q1 FY27 revenue from operations of ₹1,658 crore, up from ₹1,442 crore in Q1 FY26. Profit after tax rose to ₹87 crore for the quarter. The company said results reflected disciplined execution and operational resilience despite a challenging external environment and higher operating costs. It also cited continued use of its integrated air-and-ground network and technology-enabled operations to deliver time-definite logistics services across industries.

Rekvina Labs has completed a mandatory open offer run from July 1, 2026 to July 14, 2026. The promoters sought to buy 26% of the company but received tenders for about 50% of that target, totaling 14,41,863 shares. After the transaction, the promoters’ combined holding increased to 64.30% while public shareholding fell to 23.00%, still meeting the exchange’s minimum public shareholding requirement. The move is described as a typical control-consolidation step in India/Southeast Asia-listed companies, without cross-border regulatory changes or system-wide market impact.

Global enterprise spending on cloud infrastructure services reached $143 billion in Q2 2026, up 43% year on year, marking the fastest growth rate in eight years. Total market revenue over the preceding 12 months totaled $500 billion. The surge has been driven by the expansion of AI services and continued demand for flexible, scalable IT infrastructure. The trend underscores faster digitalization and the industrialization of AI, without pointing to a direct price catalyst for specific traditional financial assets.

Jio Financial Services has set August 10 as the record date for its final dividend of Rs 0.60 per share for the financial year ended March 31, 2026. Only shareholders holding the stock in their demat accounts on that date will be eligible, subject to approval at the upcoming AGM. The company announced the dividend in April and the dividend yield stands at 0.19%. In its first quarter results, consolidated net profit rose 155% year-on-year to Rs 830 crore and revenue from operations climbed 227% to Rs 2,004 crore.

ExxonMobil and Chevron reported a combined $26.5 billion in net profit for the third quarter of 2023. Exxon posted $14.5 billion in earnings, doubling from a year earlier, while Chevron reported $12.0 billion, up $9.6 billion year over year. With the U.S. average gasoline price above $4 a gallon and midterm elections approaching, members of Congress are blaming high pump prices on oil-company windfalls. The developments are closely tied to crude commodity prices and the fundamentals of the two oil stocks.