Mahathir Bayena

• The S&P/ASX 200 index climbed to a record peak of 9,213 points as global geopolitical tensions eased.
• Financial sector shares rose 5.84% and energy stocks gained nearly 10% in July, supported by heavyweights Commonwealth Bank of Australia and BHP Group.
• Market participants now focus on upcoming corporate earnings reports alongside shifting global commodity prices to determine sector valuation stability.

South Korean printed circuit board and packaging substrate manufacturers delivered strong second-quarter results, with Citrini analyst Jukan projecting continued momentum and improved profit expectations for the third quarter.

Array Digital Infrastructure (NYSE:AD) reported Q2 2026 operating revenue from continuing operations of $54.1 million, up about 90%, as site rental revenue increased 95% to $53.2 million.

Calumet (NASDAQ:CLMT) reported a Q2 2026 net loss of $95.9 million, or $1.09 per share, compared with a $147.9 million loss a year earlier.

Spectrum Brands Holdings (NYSE:SPB) reported fiscal Q3 2026 net sales of $753.3 million, up 7.7%, while adjusted EBITDA increased to $158.3 million.

Docebo (NASDAQ:DCBO) reported Q2 2026 revenue of $68.7 million, up 13%, while subscription revenue increased 12% to $63.8 million.

Claritev (NYSE:CTEV) reported Q2 2026 revenue of $257.5 million, up 6.6%, while its net loss narrowed to $59.2 million from $62.6 million.

Bitcoin (CRYPTO:BTC) whales bought about US$1.2 billion worth of Bitcoin as exchange-traded funds attracted about US$750 million in inflows.

Sharon AI (NASDAQ:SHAZ) has prepared its ASX public float prospectus after securing US$8.8 billion in customer contracts.

A Bitcoin (CRYPTO:BTC) wallet that had been inactive since 2011 moved about US$3.2 million to an address reportedly linked to FalconX.