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The latest US and global stock market news, earnings, and analysis.

Wall Street Advances as Strong Earnings Offset Geopolitical Concerns

Wall Street Advances as Strong Earnings Offset Geopolitical Concerns

July 16, 2026 – U.S. stocks closed higher as upbeat corporate earnings and signs of easing inflation boosted investor confidence, helping markets overcome ongoing uncertainty surrounding tensions in the Middle East. The S&P 500 earned 0.4% to close at 7,572.40, while the Dow Jones Industrial Average rose 0.3% to 52,658.64. The Nasdaq Composite outperformed with a 0.6% advance, ending the session at 26,269.23 as technology stocks led the broader market higher. Earnings Strength Supports Risk AppetiteInvestor sentiment improved after several major financial institutions reported stronger than-expected quarterly results, reinforcing optimism about corporate profitability despite a challenging macroeconomic environment. Large-cap technology companies also posted solid gains, with renewed buying in artificial intelligence and digital infrastructure leaders helping offset weakness across parts of the semiconductor sector. Financial stocks added further support following robust earnings reports from asset managers and investment banks. Cooling Inflation Lifts Market Sentiment Markets also reacted positively to softer wholesale inflation data, which eased concerns that persistent price pressures could force the Federal Reserve to maintain restrictive monetary policy for longer. The moderation in producer prices contributed to a decline in Treasury yields, improving the outlook for growth-oriented sectors that are particularly sensitive to interest-rate expectations. While investors continue to monitor inflation closely, the latest data strengthened expectations that monetary policy may become less restrictive if inflation continues to cool. Focus Shifts to Earnings and Economic Data Attention is now turning to the next wave of corporate earnings and upcoming U.S. economic releases, which are expected to provide further insight into the strength of consumer demand and business activity. Although geopolitical developments in the Middle East continue to present risks for global markets, analysts believe corporate earnings, inflation trends, and Federal Reserve expectations are likely to remain the primary drivers of investor sentiment in the near term.

Donia Saad•16 July
Starship Test Puts SpaceX’s Long-Term Growth Story in Focus

Starship Test Puts SpaceX’s Long-Term Growth Story in Focus

July 16, 2026 – Investors are turning their attention to SpaceX’s upcoming Starship launch as the mission is increasingly viewed as a key milestone for the company’s long-term growth strategy rather than just another rocket test. While analysts remain divided on the stock’s near-term valuation following its volatile post IPO performance, many believe Starship’s progress could become one of the company’s most significant long-term value drivers. Starship Represents More Than a Rocket Unlike the Falcon launch system, Starship is designed to be a fully reusable heavy-lift vehicle capable of carrying significantly larger payloads while reducing launch costs over time. The upcoming flight is expected to evaluate several critical capabilities, including satellite deployment and in-space engine relight, both of which are considered essential for expanding commercial launch services and future deep-space missions. Analysts See Technology as the Long-Term Catalyst Recent analyst commentary suggests that investor focus is shifting beyond short-term share price fluctuations toward the commercial potential of Starship. The vehicle is expected to support future Star link expansion, larger commercial payloads, lunar missions, and next-generation space infrastructure, all of which could strengthen SpaceX’s long-term revenue opportunities if development milestones continue to be achieved. Investors Balance Opportunity With Execution Risk Despite the optimistic outlook surrounding Starship, SpaceX shares have experienced increased volatility since the company’s public debut as investors reassess valuation levels and await additional operational milestones. Market participants are also watching the company’s upcoming earnings report and future launch schedule, viewing both as important indicators of whether SpaceX can translate its ambitious technology roadmap into sustainable financial growth.

Donia Saad•16 July
Al Rajhi Company for Cooperative Insurance Shares Hold Firm as Investors Look Ahead to Earnings

Al Rajhi Company for Cooperative Insurance Shares Hold Firm as Investors Look Ahead to Earnings

July 15, 2026 – Shares of Al Rajhi Company for Cooperative Insurance were trading at around SAR $50.80 on July 15, as investors remained focused on the company's financial outlook and the continued growth of Saudi Arabia's insurance market.The stock has shown resilience in recent months, supported by rising demand for insurance services across the Kingdom. With Saudi Arabia continuing to diversify its economy under Vision 2030, many investors see the insurance sector as one of the industries positioned for steady long-term growth.Growing Demand Continues to Support the SectorSaudi Arabia's insurance industry has expanded steadily over the past few years, creating new opportunities for companies with established market positions.Demand has increased across several segments, including health, motor, and commercial insurance, as businesses grow and more individuals seek financial protection. Government reforms and wider insurance coverage have also encouraged the industry's development.For Al Rajhi Company for Cooperative Insurance, these market trends provide a solid foundation for future growth, although competition within the sector remains strong.Investors Turn Their Attention to Financial ResultsWith the next earnings report approaching, investors are looking for signs that the company can maintain healthy revenue growth while keeping costs under control.Premium growth remains an important measure of performance, but market participants are also paying close attention to claims expenses, underwriting results, and investment income. Together, these factors offer a clearer picture of the company's financial strength.Many analysts believe that insurers capable of balancing growth with disciplined risk management are likely to perform well, even in a competitive market.Economic Reforms Continue to Create New OpportunitiesSaudi Arabia's broader economic transformation is providing additional support for the insurance industry.Large infrastructure projects, increased business activity, and ongoing investment across different sectors are driving demand for insurance products. As the economy continues to expand, insurers are expected to benefit from a growing customer base and a wider range of business opportunities.At the same time, investors will continue to monitor regulatory changes that could influence competition and profitability across the industry.What Investors Are Watching Next?Looking ahead, the market's attention will remain on Al Rajhi Company for Cooperative Insurance's upcoming earnings report and management's outlook for the months ahead.Strong financial results, continued premium growth, and effective cost management could strengthen investor confidence and support the share price. On the other hand, higher claims costs or slower business growth could weigh on sentiment.As Saudi Arabia's insurance industry continues to evolve alongside the country's economic reforms, Al Rajhi Company for Cooperative Insurance is expected to remain an important company for investors following the Kingdom's financial markets.

Donia Saad•15 July
Apple Stock Holds Above $314 as Investors Focus on AI Strategy and Earnings Outlook

Apple Stock Holds Above $314 as Investors Focus on AI Strategy and Earnings Outlook

July 15, 2026 – Apple Inc shares were trading at around $314.24 on July 15, remaining close to record highs despite a slight pullback during the latest trading session. Investors continue to show confidence in the technology as they look ahead to its upcoming earnings report and the company's long-term artificial intelligence strategy.Although some analysts have become more cautious about Apple's valuation, the stock has remained one of the best-performing large-cap technology shares this year, supported by strong customer loyalty and optimism surrounding future product launches. Investor Confidence Remains StrongApple continues to attract investors thanks to its powerful ecosystem and consistent financial performance.The company benefits from a loyal customer base, steady services revenue, and a product lineup that continues to generate strong demand worldwide. These strengths have helped Apple maintain its position as one of the world's most valuable publicly traded companies.Many analysts believe Apple's ability to combine hardware, software, and services gives it a competitive advantage that few technology companies can match. AI Strategy Draws Growing AttentionArtificial intelligence has become one of the biggest themes driving technology stocks in 2026, and Apple is no exception, Unlike some competitors that have invested heavily in building large AI infrastructure, Apple has focused on integrating AI features across its existing ecosystem of devices. Investors believe this approach could strengthen the user experience while creating new opportunities for long-term revenue growth.The company's next earnings report is expected to provide more insight into how its AI initiatives are progressing and how they may contribute to future financial results. Valuation Remains a Key QuestionDespite Apple's recent share price gains, some market analysts believe expectations have become increasingly ambitious.A few firms have raised concerns about slower iPhone upgrade cycles, changing consumer spending patterns, and the possibility that future growth could moderate after the stock's strong rally. Others remain optimistic, pointing to Apple's pricing power, expanding ecosystem, and ability to generate consistent cash flow.This difference in opinion reflects the balance investors are trying to strike between Apple's premium valuation and its long-term growth potential. Investors Await the Next CatalystLooking ahead, investors will closely watch Apple's upcoming quarterly earnings, product announcements, and updates on its AI strategy.Strong financial results or positive guidance could provide fresh momentum for the stock. At the same time, investors will pay close attention to iPhone demand, services growth, and management's outlook for the remainder of the year.As Apple continues to expand its AI capabilities while strengthening its ecosystem, the company is expected to remain one of the most closely watched stocks in the global market.

Donia Saad•15 July
Wall Street Retreats as Middle East Tensions Weigh on Investor Sentiment

Wall Street Retreats as Middle East Tensions Weigh on Investor Sentiment

July 14, 2026 – Wall Street Retreats as Middle East Tensions Weigh on Investor Sentiment, U.S. stocks moved lower as escalating tensions between the United States and Iran fueled concerns over higher energy prices, persistent inflation, and growing geopolitical uncertainty. The S&P 500 closed at 7,515.34, the Dow Jones Industrial Average ended at 52,498.64, while the Nasdaq Composite fell to 25,873.18, with technology shares leading the decline as investors shifted toward more defensive assets. Rising Oil Prices Pressure Equities The latest escalation in the Middle East has pushed crude oil priceshigher, renewing concerns that increased energy costs could slow economic activity and keep inflation elevated. Higher oil prices have raised expectations that central banks, including the U.S. Federal Reserve, may maintain restrictive monetary policy for longer, reducing risk appetite across equity markets. Technology and growth stocks, which are generally more sensitive to interest rate expectations, faced the strongest selling pressure. Investors Shift Toward Defensive Positions Market participants have become increasingly cautious as geopolitical uncertainty adds another layer of risk to an already challenging macroeconomic environment. The combination of rising Treasury yields, stronger demand for safe-haven assets, and higher energy prices prompted investors to reduce exposure to sectors that typically outperform during periods of economic optimism. Energy shares, however, benefited from the surge in crude prices. Markets Turn Attention to Economic Data Beyond geopolitical developments, investors are preparing for a busy week of economic releases, including inflation data and the start of the U.S. corporate earnings season. Analysts expect that the upcoming earnings reports and inflation figures are going to provide further insight into corporate resilience and the Federal Reserve’s policy outlook, while developments in the Middle East are likely to remain a key driver of market sentiment in the near term.

Donia Saad•14 July
SpaceX IPO Signals New Era for Space Investment and Capital Markets

SpaceX IPO Signals New Era for Space Investment and Capital Markets

July 14, 2026 –SpaceX’s highly anticipated initial public offering (IPO) has drawn global attention after becoming the largest public listing on record, highlighting growing investor appetite for the commercial space industry and reshaping expectations for future technology offerings. The company debuted on the Nasdaq after raising approximately $85.7 billion, with shares initially priced at $135 before surging in early trading. The listing valued SpaceX at around $1.7 trillion, making it one of the world’s most valuable publicly traded companies. Commercial Space Enters a New Phase The IPO marks a significant milestone for the commercial space sector, which has evolved from government-led exploration into a rapidly expanding private industry. SpaceX has built its business around reusable launch systems, satellite broadband through Star link, and long-term investments in deep-space transportation. Analysts believe the successful listing could encourage additional aerospace and advanced technology companies to access public markets as investor interest in space-related businesses continues to grow. Investors Balance Growth With Valuation While enthusiasm surrounding the IPO has been strong, investors are also evaluating whether SpaceX’s valuation can be supported by future earnings growth. The company continues to benefit from expanding Star link revenues and government launch contracts, but its ambitious investment plans require substantial capital spending. Market participants are therefore expected to closely monitor revenue growth, profitability, and execution on future projects as the company begins life as a public entity. A New Benchmark for Future IPOs Beyond the aerospace sector, the listing could influence the broader IPO market after a prolonged period of subdued public offerings. A successful debut may encourage other high-growth private companies to pursue public listings, particularly in artificial intelligence, advanced manufacturing, and emerging technologies. Analysts note that investor demand for large-scale technology offerings could improve if market conditions remain supportive, although elevated valuations are likely to keep scrutiny high.

Donia Saad•14 July
JPMorgan Starts GlobalData at Neutral With 135p Target

JPMorgan Starts GlobalData at Neutral With 135p Target

​JPMorgan initiated coverage of data and analytics provider GlobalData with a Neutral rating and a price target of 135 pence on Tuesday, June 9, 2026, as the bank pointed to recovery potential while highlighting the importance of delivering measurable results from ongoing investments.The brokerage noted that the target price implies upside from the stock's latest closing level, although it believes the risk-reward balance has become more even following a strong share price rally in recent months.Share Price Recovery Supports Investor OptimismGlobalData shares have risen around 43% since April, outperforming the broader FTSE 250 index as investor confidence improved on expectations of a recovery in earnings during 2026.According to JPMorgan, much of the near-term valuation improvement has already been reflected in the share price following the recent gains.AI Strategy Remains a Key FocusJPMorgan said investors are closely monitoring whether GlobalData's investments in artificial intelligence can deliver tangible business benefits.The bank expects market participants to look for evidence that AI initiatives are supporting customer retention, operational efficiency, and revenue growth before becoming more optimistic about the company's long-term prospects.GlobalData operates a subscription-based intelligence platform serving more than 20 industries and over 5,000 customers worldwide.Revenue Growth and Margins Under WatchThe company continues to work through challenges related to acquisition integration, organisational restructuring, and softer demand across some markets.Underlying revenue growth stood at 1% in 2025, while adjusted EBITDA margins declined to approximately 34%, compared with 41% a year earlier, reflecting increased investment in sales, leadership recruitment, and platform development.JPMorgan indicated that investors are likely to focus on consistent operational performance and stronger revenue growth over the coming quarters.

UA Finance•09 June
Dow Futures Steady; Nvidia and Tesla Remain in Spotlight

Dow Futures Steady; Nvidia and Tesla Remain in Spotlight

​May 31, 2026 — U.S. stock futures remained in focus ahead of the new trading week as investors continued monitoring developments in U.S.-Iran negotiations, while artificial intelligence-related stocks and major technology names remained near key technical levels.Dow futures watch Iran negotiations and market momentumDow Jones, S&P 500, and Nasdaq futures were set to reopen as investors assessed the latest developments surrounding potential negotiations between the United States and Iran.Market sentiment has recently been supported by hopes for diplomatic progress, although uncertainty remains after renewed military activity and mixed signals from both sides. Major indexes remain near record highsU.S. stocks ended the previous week with strong gains, supported by optimism surrounding artificial intelligence investments and improving market sentiment.The Dow Jones Industrial Average advanced about 0.9%, while the S&P 500 gained 1.4% and the Nasdaq Composite rose 2.4% over the week. Several major indexes continued trading near record levels. Nvidia and Tesla remain closely watchedNvidia and Tesla remained among the most closely watched stocks as investors continued focusing on artificial intelligence and technology-related growth themes.Nvidia has continued benefiting from strong demand for AI infrastructure and semiconductor products, while Tesla remained near important technical trading levels alongside several other large-cap growth stocks. AI sector continues to drive market leadershipArtificial intelligence remained one of the strongest themes in global equity markets.Technology, semiconductor, and software companies continued attracting investor attention following strong earnings results and ongoing demand for AI-related infrastructure. Market leadership has increasingly shifted toward companies linked to AI development, cloud computing, and advanced chip production. Investors monitor upcoming economic and earnings dataMarkets are also preparing for upcoming economic reports and corporate earnings releases that could influence sentiment in the coming sessions.Analysts noted that developments surrounding AI spending, inflation trends, and geopolitical negotiations are likely to remain the primary drivers of market direction in the near term.

UA Finance•31 May
Asian Stocks Mixed as US-Iran Strikes Weigh on Markets

Asian Stocks Mixed as US-Iran Strikes Weigh on Markets

May 26, 2026 — Asian Markets Mixed Amid US-Iran Tensions and Tech Strength. Most Asian stock markets edged lower on Tuesday as fresh U.S. military strikes in Iran reduced optimism over a potential Middle East peace deal, keeping investor sentiment fragile across the region. Despite the broader weakness, technology shares remained relatively resilient following strong gains on Wall Street in the previous week. U.S. stock futures traded slightly higher during Asian hours, following the Memorial Day holiday closure on Wall Street. Oil prices rebound on renewed tensions Oil prices rebounded after sharp declines in the previous session, as renewed geopolitical tensions supported energy markets. Brent crude rose back toward $98 per barrel, while U.S. crude traded near $92 per barrel, reflecting ongoing volatility linked to developments in the Strait of Hormuz and U.S.-Iran negotiations. Japan, China, and Australia markets slip Japan’s Nikkei 225 fell 0.3% to 64,994.4 points, pulling back after reaching a record high of 65,408.7 points in the previous session. The broader TOPIX index also edged down 0.1%. China’s Shanghai Composite declined 0.8%, while the CSI 300 slipped 0.3%. Australia’s S&P/ASX 200 dropped 0.4%, and Singapore’s Straits Times Index fell 0.3%. India’s Nifty 50 traded largely unchanged. South Korea and Hong Kong outperform on chip rally In contrast, South Korea’s KOSPI surged more than 3% to a record high of 8,131.15 points, supported by strong gains in semiconductor and AI-related stocks after markets reopened from a holiday. Samsung Electronics rose around 3%, while SK Hynix jumped nearly 7%, driven by continued optimism over AI-related chip demand. Hong Kong’s Hang Seng index gained 0.5%, supported by a rally in semiconductor stocks following Huawei’s announcement of a major chip design breakthrough. Hua Hong Semiconductor jumped more than 14%, while Semiconductor Manufacturing International Corp rose about 10%, reflecting renewed optimism in China’s tech sector. ​

UA Finance•26 May
Tesla Plans Massive 100 GW Solar Factory in Texas

Tesla Plans Massive 100 GW Solar Factory in Texas

May 20, 2026 — Tesla Reportedly Expands Into Massive Solar Manufacturing in Texas. Tesla is reportedly planning to build a massive solar manufacturing facility in Texas, according to industry reports, marking a major expansion of its renewable energy and battery business. The proposed project is expected to be located near Houston, in the Brookshire area, where the company is already developing its Megafactory operations. Target capacity of up to 100 GW annually The planned facility could reach an annual production capacity of up to 100 gigawatts (GW) of solar products, covering the full manufacturing process from raw materials to finished solar panels. This would include vertically integrated production such as wafer processing, cell manufacturing, and final panel assembly, making it one of the largest solar manufacturing operations globally if completed as planned. Major investment in equipment and supply chain Reports indicate that Tesla has been investing heavily in manufacturing infrastructure for the project, including advanced production equipment sourced from suppliers such as Maxwell, in a deal reportedly valued at nearly $3 billion. The facility is expected to support Tesla’s broader strategy of scaling its energy division alongside its electric vehicle and battery businesses. Expansion of Tesla’s energy ambitions The project aligns with Tesla’s long-term goal of increasing its presence in renewable energy markets, particularly as global demand for solar power and energy storage continues to grow. If completed, the Texas facility would significantly expand Tesla’s solar production capabilities and strengthen its position in the global clean energy sector.

UA Finance•26 May
SoftBank Group Shares Hit Record High on AI and Arm Boost

SoftBank Group Shares Hit Record High on AI and Arm Boost

May 26, 2026 - SoftBank Group Shares Hit Record High on AI and Arm Boost. SoftBank Group Corp. shares rose sharply on Tuesday, reaching a record high as investor optimism around artificial intelligence (AI) and the company’s exposure to chip designer Arm Holdings continued to drive strong buying interest. The stock climbed by as much as nearly 13% to around 8,000 yen, marking its strongest level on record and making it one of the top performers on Japan’s Nikkei index. AI optimism and ARM exposure fuel gains. The rally was supported by growing enthusiasm for AI-related stocks, particularly after strong momentum in global semiconductor markets. SoftBank continues to benefit from its major ownership stake in Arm Holdings, which accounts for a significant portion of its AI-linked exposure. Arm shares also contributed to sentiment, rising by about 2.78%, adding further support to SoftBank’s valuation. Analyst upgrades support investor sentiment. Sentiment was further boosted after SMBC Nikko raised its price target for SoftBank to 8,500 yen from 5,200 yen, citing improving prospects tied to Arm and AI-driven demand in the semiconductor industry. Investors also continued to react positively to broader AI sector momentum, including strength in chip-related companies following recent developments in the technology space. Continued strength in AI-driven markets. SoftBank’s gains reflect ongoing investor focus on companies positioned within the AI ecosystem, particularly those with exposure to semiconductor design and infrastructure development. The stock has extended its upward trend over multiple sessions as market confidence in AI-linked investments continues to build.

UA Finance•26 May
Nvidia Approves $80 Billion Share Buyback Expansion

Nvidia Approves $80 Billion Share Buyback Expansion

​ May 24, 2026 — Nvidia expanded its stock repurchase program this week after reporting another quarter of record-breaking growth driven by artificial intelligence demand. The company’s board approved an additional $80 billion share buyback authorization as investors closely monitored the chipmaker’s earnings outlook and capital return strategy. Nvidia Expands Buyback Program Nvidia’s board authorized an extra $80 billion in stock repurchases, adding to approximately $38.5 billion remaining under its previous authorization. The move marked one of the largest buyback expansions ever announced by a technology company. The company also sharply increased its quarterly dividend, reflecting management’s confidence in future cash generation despite growing competition across the AI semiconductor sector. Strong Earnings Continue to Drive Momentum Nvidia recently reported fiscal first-quarter revenue of $81.6 billion, representing an 85% increase compared with the same period last year. Operating profit also surged as demand for AI infrastructure and advanced data center chips remained strong. CEO Jensen Huang said long-term demand for AI computing continues to expand as businesses accelerate adoption of agentic AI technologies. Investors Debate Capital Return Strategy While investors generally welcomed the massive buyback announcement, some analysts argued Nvidia could still return even more capital to shareholders given the company’s strong free cash flow position. Analysts also noted that Nvidia continues investing heavily across the broader AI ecosystem, including infrastructure projects and strategic investments in technology companies tied to artificial intelligence development.

UA Finance•24 May
Wall Street Futures Steady Before Nvidia Earnings

Wall Street Futures Steady Before Nvidia Earnings

​ On May 19, 2026, Wall Street futures held steady as investors awaited Nvidia earnings, while inflation worries and rising bond yields weighed on sentiment. Nvidia Earnings Put Wall Street Rally to the Test U.S. stock futures traded cautiously in Asian hours as investors refrained from aggressive bets before Nvidia’s highly anticipated quarterly earnings due Wednesday. S&P 500 Futures stayed flat at 7,378.0, while Nasdaq 100 Futures rose 0.1% to 28,966.75. Dow Jones Futures slipped 0.1% to 49,428.0. The muted moves followed another weak Wall Street session, where the S&P 500 and Nasdaq Composite logged a third straight decline. Rising Yields Keep Inflation Concerns Alive Technology and semiconductor stocks remained under pressure as Treasury yields climbed. The benchmark 10-year U.S. Treasury yield briefly touched 4.69%, its highest intraday level since January 2025, while the 30-year yield held above 5.1%.

UA Finance•20 May
JPMorgan Opens Chase Digital Bank in Germany Today

JPMorgan Opens Chase Digital Bank in Germany Today

​ Wednesday, May 20, 2026, brings a major step for JPMorgan as Chase officially launches its digital retail bank in Germany, expanding deeper into Europe’s banking market. Chase Targets Germany in JPMorgan’s Digital Expansion JPMorgan has opened its Chase digital bank in Germany, allowing customers to access the platform through a newly launched app and website. Germany becomes Chase’s second European market after the bank entered Britain in 2021. Europe’s Largest Economy Draws New Banking Rival The launch follows years of preparation and hiring as JPMorgan pushes further into digital banking. The bank will initially offer free savings accounts, with broader financial products expected next year. “A new player at the table” now defines Germany’s increasing competition with established lenders across Europe’s largest economy while strengthening its long-term retail banking strategy.

UA Finance•20 May
Nvidia Earnings Near as AI Demand Faces a Major Test Ahead

Nvidia Earnings Near as AI Demand Faces a Major Test Ahead

​ As of Wednesday, May 20, 2026, investors are bracing for a defining moment for Nvidia. The chip giant’s quarterly earnings could reveal whether the AI spending boom still has room to run. Nvidia Faces Wall Street’s Toughest AI Question Yet Nvidia is expected to report fiscal first-quarter revenue near $78 billion, reflecting roughly 77% annual growth as AI infrastructure spending accelerates. Shares have already climbed about 19% this year, though traders remain focused on forward guidance rather than headline figures alone. “The bar is high” has become the market’s favorite phrase ahead of the release. Three Key Signals Investors Are Watching Analysts are closely tracking second-quarter guidance, demand for the upcoming Vera Rubin AI platform, and any shift in China-related revenue expectations. Major technology firms, including Amazon and Microsoft, are collectively planning nearly $725 billion in capital expenditures for 2026, reinforcing Nvidia’s central role in the race.

UA Finance•20 May

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