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Geopolitics
Scott Bessent: Hormuz Deal Near as Oil Drops 5%
Scott Bessent said a deal to restore "freedom of movement" through Hormuz could arrive "today or tomorrow," triggering a 5%+ crude selloff.
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Business & Earnings
Circle +5% on Arc Blockchain Partners and Raised Guidance
Eleven institutional validators — including BlackRock, Visa, and the DTCC — will anchor Circle's Arc blockchain network, targeting a public mainnet launch on Sept. 16, 2026.
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Business & Earnings
Eli Lilly Q2 2026: Revenue Hits $23B, Guidance Raised
Q2 revenue reached $23.0 billion, a 48% year-over-year increase, beating consensus estimates of $20.6 billion by $2.3 billion.
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Markets
Nvidia Rises as Musk's SpaceX Bet Hits Intel, Broadcom Chip Peers
Musk declared SpaceX will build its AI compute stack "exclusively" on Nvidia's Vera Rubin architecture, citing superior design and partnership depth.
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Business & Earnings
AMD Q2 2026: Record Revenue, Stocks Fall Anyway
AMD reported Q2 adjusted EPS of $1.66 on revenue of $11.54B, beating consensus estimates of $1.60 and $11.28B respectively.
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Business & Earnings
AMD Q2 2026: Stock Falls 8.5% on Record Beat
AMD Q2 adjusted EPS of $1.66 beat the $1.62 consensus; revenue of $11.54B topped the $11.31B estimate by 2%.
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Technology
NVDA Premarket Gain: SpaceX Goes Exclusive on Nvidia GPU
Elon Musk said SpaceX will build exclusively with Nvidia, citing the Vera Rubin architecture as "the best AI computer."
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Markets
SpaceX Lockup Expiry Hits Thursday, Tesla Slips
SpaceX's staggered lock-up releases up to 911.5 million insider shares, worth close to $123 billion, starting Thursday, August 6.
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Business & Earnings
SpaceX Q2 2026: Revenue Doubles, Stock Falls on Capex
Q2 2026 revenue rose 92% year-over-year to $7.81 billion, fueled by Starlink's 12 million subscribers and $2.56 billion in AI cloud revenue.
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Technology
Cuban, Burry Warn AI Trade Rests on Nvidia Debt
Nvidia has arranged more than $540 billion in circular financing deals in 2026 alone, with total commitments potentially exceeding $750 billion.
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Business & Earnings
SpaceX Q2 2026 Earnings: Revenue Surges 92%, Stock Drops on AI Capex
SpaceX Q2 2026 revenue hit $7.81B, beating consensus of $6.93B; net loss narrowed to $541M from $1.0B a year earlier.
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Business & Earnings
AMD Q2 2026: Record $11.5B Revenue as Data Center Doubles
AMD Q2 2026 revenue hit a record $11.5B, up 50% YoY; non-GAAP EPS of $1.66 beat the $1.62 consensus.
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Business & Earnings
S&P 500: All 11 Sectors Post YoY Earnings Growth in Q2 2026
All 11 S&P 500 sectors posted positive Q2 2026 earnings growth, marking the broadest profit expansion in recent memory.
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Business & Earnings
AMD Q2 2026: Data Center Revenue Doubles, Stock Wavers After Beat
AMD Q2 2026 revenue hit $11.5B, up 50% YoY, with non-GAAP EPS of $1.66 versus $1.61 consensus.
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Business & Earnings
SpaceX Q2 2026: Revenue Doubles in Debut Earnings Report
Q2 revenue of $7.81 billion surged 92% year-over-year, exceeding analyst consensus of $6.72 billion by nearly $1 billion.
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Markets
Goldman Sachs GS Gains on Fixed-Income Trading Strength
GS shares traded to a session high of $1,058.70 on August 4, rising on overnight fixed-income desk momentum and sector-wide buying.
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Technology
Micron Climbs 5% as AI Bid Sweeps Memory Sector
Micron gained nearly 5%, pushing shares toward $927 as memory names attracted fresh institutional buying on AI infrastructure demand.
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