-
The U.S. stock market continued its rebound today, supported by a significant increase in Apple’s market capitalization. At the time of writing, the US100 is up 1.30%, while the US500 has gained 0.70%. The rally is once again fueled by Big Tech, whereas smaller-cap companies are underperforming amid rising trade tensions—US2000 is down 0.30%.
-
The maintenance of high tariffs on Switzerland and new tariff hikes on India have weighed on the U.S. dollar, making it the second-weakest G10 currency today after the Swiss franc (CHF). The USD Index (USDIDX) is down 0.50%, while the franc is losing between 0.50%–0.60%, pressured by the failure to reach a trade deal with the U.S. and continued tariff pressure.
-
Apple (AAPL) rose 5.90% on Wednesday, reaching USD 215 per share after President Donald Trump announced the company would invest an additional USD 100 billion in U.S. production. This brings Apple’s total domestic commitment to USD 600 billion over four years.
-
The investment pledge comes amid growing pressure on Apple to reduce its dependence on overseas manufacturing and avoid punitive tariffs. Apple plans to focus its U.S. investments on premium products and AI infrastructure, rather than mass device production.
-
Oil pulled back from its daily highs after Trump announced an additional 25% tariff on Indian goods, in response to India’s continued purchases of Russian oil. With Russia showing no sign of agreeing to a ceasefire in Ukraine, the U.S. is targeting both Russia and its trade partners.
-
The new rate—an additional 25% on top of the existing 25%—makes India one of the most heavily targeted U.S. trade partners. India called the decision "unfair and irrational," stressing that its oil purchases are based on market needs and energy security. The tariffs are set to take effect in 21 days.
-
Swiss President Viola Amherd left Washington without reaching a tariff agreement. Trump maintained a steep 39% tariff on Swiss goods, citing the country’s USD 40 billion trade surplus.
-
McDonald’s posted its Q2 2025 results, which were mostly better than consensus expectations. Sales growth was driven in part by new partnerships, including a campaign tied to the Minecraft movie, which helped revive consumer interest in the fast-food chain.
-
Snap Inc. (SNAP.US) shares plunged approximately 21% following disappointing quarterly results and technical issues with its ad platform, which slowed ad revenue growth. The company reported a year-over-year revenue increase of just 8.7%, significantly lower than prior quarters that featured double-digit growth.
-
In Europe, retail sales in the eurozone rebounded, although the monthly figures slightly missed expectations. Actual: +0.3% m/m; Forecast: +0.4% m/m; Previous: –0.3% m/m
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
