Analytical Snapshot — 28.07.2026 17:02

Markets in 'flight to quality' mode: WTI crude crashed 8.73%, Nasdaq continued correction, capital flowing into Dow, gold, and long Treasuries. Sam Altman's statements about 'entering singularity' — amid Nvidia's decline and AI monetization issues — heighten suspicions of a bubble peak. Cyberattack on Bank of Baroda and client data leak indicate escalating threats to the financial sector. Dark web signals possible sabotage acts in France (CEA nuclear center). Intrigue of the day: anticipation of new Fed Chair Kevin Warsh’s speeches — markets await reaction to the macro storm. The weather vane records a trend break: the era of 'AI exceptionalism' under pressure, stagflation fears wane — vulnerability center shifts to the tech sector and commodity exporters, especially Russia.