🆕 Newsmakers 1:30p ET — new news — 2026-08-03
🆕 Newsmakers — 1:30p ET, 2026-08-03 — new since last alert
📰 NEW MARKET THEMES: • Market Midday: Stocks Rally, Iran Peace Hopes Grow, Oil Falls • 8/3/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 08/03 1:06p https://www.youtube.com/watch?v=9-wjTJeMINA • Oil slides as Trump delays Iran strikes, signals peace talks West Texas Intermediate crude dropped over 6% Monday as Trump signaled a potential deal to reopen the Strait of Hormuz to global oil shipments. — foxbusiness.com · 08/03 1:06p https://www.foxbusiness.com/markets/oil-slides-trump-delays-iran-strikes-signals-peace-talks • Major Asset Classes: July 2026 Performance Review Markets remained mixed for a second month in July, based on a set of ETFs tracking the major asset classes. The main event in last month's performance review: commodities rebounded after a sharp selloff in June, outperforming the other asset classes by a wide margin. — seekingalpha.com · 08/03 12:58p https://seekingalpha.com/article/4929581-major-asset-classes-july-2026-performance-review • Manufacturing survey shows inflation worries 'worse than pandemic era,' adding to Fed pressure The ISM manufacturing survey for July showed robust conditions for U.S. factories, with the primary index hitting its highest level since May 2022. But managers at some companies unfavorably compared pricing volatility to the Covid era. — cnbc.com · 08/03 12:54p https://www.cnbc.com/2026/08/03/manufacturing-survey-shows-inflation-worries-adding-to-pressure-on-fed.html • UK regulator says it is monitoring developments after rogue AI agent hacks Britain's data watchdog said on Monday that it was monitoring "developments closely" relating to OpenAI and Anthropic after recent hacking incidents involving their AI models. — reuters.com · 08/03 12:53p https://www.reuters.com/business/uk-regulator-says-it-is-monitoring-developments-after-rogue-ai-agent-hacks-2026-08-03/
🐘 NEW BIG-CAP MOVERS:
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MSFT +5% $489.61 (3633B cap) Goldman Sachs Says This Is Where Microsoft's AI Investments Begin to Pay Off Big Time Artificial intelligence has entered a new phase. — 247wallst.com · 08/03 1:15p https://247wallst.com/investing/2026/08/03/goldman-sachs-says-this-is-where-microsofts-ai-investments-begin-to-pay-off-big-time/
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AMZN +5% $284.67 (3057B cap) Amazon's AI Business Helps It Top $3 Trillion Market Cap Amazon joined several of its fellow tech giants in the $3 trillion club, Reuters reported Monday (Aug. 3). The company's market value exceeded that figure for the first time Monday after Amazon reported earnings Thursday (July 30) that signaled that artificial intelligence conti… — pymnts.com · 08/03 1:20p https://www.pymnts.com/amazon/2026/amazon-ai-business-helps-top-3-trillion-dollars-market-capitalization/
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NVDA +4% $208.57 (5052B cap) Will Nvidia (NVDA) Beat Estimates Again in Its Next Earnings Report? Nvidia (NVDA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. — zacks.com · 08/03 1:11p https://www.zacks.com/stock/news/2966846/will-nvidia-nvda-beat-estimates-again-in-its-next-earnings-report?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_7-2966846
— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.