美国国家飓风中心：热带风暴基尼维夫（Genevieve）正在逐渐减弱。

Russian Defence Ministry said between the night of July 31 and early August 1 local time its forces used land- and sea-based long-range precision weapons and long-range attack drones to strike Ukrainian military-industrial plants and logistics centres in Kyiv city and Kyiv region. The ministry said the struck facilities were used to produce, store and transport missiles, drones, radar systems and electronic-warfare equipment. Early on August 1 Kyiv registered multiple large explosions; Kyiv mayor Vitali Klitschko said Russian forces were launching ballistic missile strikes on the capital, causing casualties.

Market reactions to big-tech earnings diverged sharply, signaling investor scrutiny of AI-driven spending. Meta fell as much as 8% in after-hours trade after issuing disappointing revenue guidance and reporting its weakest free cash flow in years, a market read as evidence of rising AI-related costs. Microsoft jumped about 16% post-earnings, adding roughly $450bn of market value, after reporting the fastest cloud growth in four years and saying it will control incremental capital expenditure this year. Amazon rallied about 15% after its cloud revenue posted a four-year high, easing concerns about returns on large AI investments. Explosive Options founder and chief options analyst Bob Long said investors will eventually tire of hyperscalers’ endless spending, so restraint being rewarded is unsurprising. Global AI supply-chain names and firms that provide or adopt AI appear to be back in favor.