Palantir Delivers Another Perfect Quarter and Raises Guidance Above Estimates

Clorox Advances Despite Ongoing Margin and Dividend Pressures

August 4, 2026, 10:06 PM EDT. Clorox (CLX) shares climbed 6.5% in recent trade, but significant challenges continue. Trailing net margin slipped to 8.7% from 11.4% a year earlier. Fourth-quarter FY 2026 net income dropped 50.9% to $163 million, as revenue edged down 2%. Dividends are under pressure as free cash flow stays weak and the company leans on debt. While ERP and GOJO integration efforts look encouraging, margin prospects remain unclear amid persistently high costs.

Clorox (CLX) Stock Price Masks Margin Sque…

GigaCloud Delivers Strong Earnings as Oversized Ecommerce Thrives

August 4, 2026, 9:52 PM EDT.GigaCloud is generating robust profits in oversized ecommerce, leveraging fast earnings growth through an asset-light logistics model. The company’s effective approach may support further gains in its stock price.

GigaCloud Is Turning Bulky Goods Into Big …

SpaceX mobile move unsettles US telcos as analysts weigh risks

August 4, 2026, 9:51 PM EDT. SpaceX’s initiative to roll out a comprehensive mobile service is roiling U.S. wireless markets, raising the prospect of increased rivalry for top carriers Verizon, AT&T, and T-Mobile. Analyst views are mixed on the threat posed by Starlink’s anticipated entry into the mobile sector.

SpaceX's mobile ambitions jolt US telecom …

SpaceX Q2 Revenue Jumps 92%, Driving Nvidia AI Gains

August 4, 2026, 9:50 PM EDT. SpaceX posted Q2 revenue of $7.8 billion, an increase of 92% YoY, while net losses narrowed to $541 million compared to the prior year. Revenue from the AI segment climbed 247% to $2.56 billion. Starlink subscriber numbers reached 12 million, doubling from earlier. Nvidia (NVDA) rose 2.56% after SpaceX’s substantial AI growth. The company’s market capitalization remains at $1.5 trillion amid ongoing share price swings.

SpaceX CEO Elon Musk Just Delivered Fantas…

Australian shares touch fresh high as mining stocks jump, oil sinks on US-Iran peace prospects

August 4, 2026, 9:49 PM EDT. The S&P/ASX200 index in Australia touched an intraday record of 9,213, lifted by a 2.5% rise in mining shares as oil prices slipped amid optimism over a potential US-Iran peace agreement. Financial stocks fell 1.3%, with Commonwealth Bank losing 2.5% following a recent rally. Gains across the broader market were widespread, driven by strong household spending and positive momentum in global markets. The Australian dollar climbed to 70.45 US cents.

Aussie shares pip intraday peak but face r…

AMD, SpaceX Results Trigger Diverging Stock Moves as Revenue Surges

August 4, 2026, 9:18 PM EDT. AMD achieved all-time high revenue of $11.5 billion with adjusted EPS at $1.66, boosted by a 107% year-on-year jump in Data Center sales to $6.7 billion, but its shares slipped after the report. SpaceX delivered $7.8 billion in revenue, climbing 92%, as it narrowed its net loss to $541 million and reported a $47.5 billion order backlog. Revenue from AI jumped 250%, and Starlink’s customer base reached 12 million, lifting Connectivity sales by 66% year-on-year; despite these results, SpaceX shares dropped after the announcement.

Nikkei Jumps 2.3% as Electronics Lead Rally on Hopes for U.S.-Iran Strait of Hormuz Breakthrough

August 4, 2026, 9:17 PM EDT. The Nikkei index climbed 2.3%, led by a rally in electronics stocks, as hopes for a possible U.S.-Iran agreement to reopen the Strait of Hormuz boosted sentiment. The geopolitical news lifted Japanese shares as investor confidence strengthened.

Nikkei Rises 2.3%, Led by Electronics Stoc…

Darling Ingredients (DAR), Newell Brands (NWL) Report Robust Quarterly Earnings as Consumer Staples Stocks Shine

August 4, 2026, 9:01 PM EDT.Darling Ingredients (DAR) and Newell Brands (NWL), both listed as Zacks #1 Strong Buy, reported strong quarterly earnings along with upward earnings estimate revisions. Darling’s Q2 adjusted net income jumped to $387.3 million from $12.7 million, with EPS climbing to $2.41 and adjusted EBITDA almost tripling to $741.7 million. Darling continues to prioritize sustainable natural ingredients, debt reduction, and margin expansion. Newell Brands is showing progress in its ongoing turnaround strategy.

Don't Overlook These Consumer Staples Stoc…

U.S. Stock Futures Fluctuate as Investors Weigh SpaceX, AMD Results

August 4, 2026, 8:53 PM EDT. U.S. stock futures fluctuated on Tuesday evening, with investors analyzing earnings updates from SpaceX ($SPCX) and Advanced Micro Devices ($AMD). Dow Jones futures indicated a cautious tone following these significant releases.

U.S. Stock Futures Mixed as Investors Dige…

Live and Feeder Cattle Futures Advance as Wholesale Beef Prices Strengthen

August 4, 2026, 8:52 PM EDT. Live cattle futures advanced by up to $1.72, settling August at $231.95. Feeder cattle contracts also posted gains, rising as much as $3.60. While cash trading remained subdued and US pasture ratings declined to 25% good/excellent, wholesale boxed beef prices climbed, with Choice boxed beef up $2.92 at $369.65. USDA slaughter estimates edged higher for the week but stayed below year-ago levels.

Cattle Bulls Push Back Higher on Tuesday

Lean Hog Futures Advance as Pork Market Shows Mixed Signals

August 4, 2026, 8:51 PM EDT. Lean hog futures climbed between 32 and 62 cents on Tuesday. The USDA’s national base hog price increased to $99.65, while the CME Lean Hog Index slipped 55 cents to $97.68 as of July 31. U.S. pork exports in June fell 3.2% from a year ago and dropped 10.3% compared to May. The USDA pork carcass cutout value slid $1.08 to $99.83. Weekly hog slaughter reached 901,000 head, up 29,000 from the previous week but down 7,649 year-on-year.

Hogs Head into Tuesday’s Close with Gains

Micron Valued at 5x Forward Earnings as Investors Question Memory Supercycle Peak

August 4, 2026, 8:50 PM EDT. Micron Technology shares have climbed more than 600% over the past year but are priced at a forward P/E near 5, highlighting persistent investor uncertainty about the sustainability of the memory supercycle. The company reported a record fiscal Q3 revenue of $41.5 billion with earnings per share of $24.67, although growth is being held back by supply limitations. Micron plans to invest $250 billion in expanding U.S. manufacturing, but investors remain wary of oversupply risks and increasing competition from China’s ChangXin Memory Technologies.

Micron Trades at Just 5 Times Forward Earn…

Wheat Futures Drop as June Exports Reach Three-Year Low

August 4, 2026, 8:49 PM EDT. Wheat futures slipped for all major contracts on Tuesday, with declines of up to 14 cents in Chicago SRW, KC HRW, and MPLS spring wheat. June wheat exports fell to 1.473 MMT, the lowest in three years and 8.49% below May’s figures. CBOT September wheat settled at $6.38 1/2, a decrease of 12 1/2 cents. NASS reported a slight improvement in spring wheat crop conditions, now at 55% good to excellent.

Corn Futures Slide as Crude Oil Sinks; Crop Ratings Drop Further

August 4, 2026, 8:48 PM EDT. Corn futures lost 2 to 7 cents on Tuesday after crude oil tumbled by $5.20. The national average cash corn price slipped 7 1/4 cents to $4.13 1/2. U.S. corn crop condition fell by 2%, now standing at 61% good to excellent, with sharper declines in ND, KS, and NE. June corn exports set a new high at 7.926 MMT, while ethanol exports rose to 206.06 million gallons, an 8.65% increase from May.

Cotton Futures See Mixed Close, Market Movers in Focus Tuesday

August 4, 2026, 8:47 PM EDT. Cotton futures settled in mixed fashion on Tuesday, as front-month contracts slipped 8-22 points while deferred months rose 2-40 points. Crude oil prices dropped $5.20 per barrel, while the US dollar index edged down by $0.031. Crop Progress showed 42% of the crop rated good/excellent, down 4%. Census figures put June exports at 1.245 million bales, marking the highest level in four years but the lowest reading in four months. ICE certified cotton stocks fell by 1,235 bales, with contract prices varying across months.

Cotton Comes Back to Close Mixed on Tuesda…

Soybeans Slip as Wet Outlook Weighs, Crude Oil Tumbles

August 4, 2026, 8:46 PM EDT. Soybean futures fell 13-15 cents on Tuesday as soymeal slid $1.20, soy oil dropped 18-62 points, and crude oil plunged $5.20. USDA data showed 132,000 MT of 2026/27 soybeans booked by China. Forecasters pointed to wetter weather for major producing states, with crop conditions holding steady at 63% good/excellent. StoneX pegged the 2026 US soybean yield at 53 bpa with output at 4.47 bbu.

Soybeans Face Pressure on Tuesday with Wet…

China's Quantitative Trading Rules Cool Volatility, Lower Turnover

August 4, 2026, 8:45 PM EDT. China’s recent rules targeting quantitative trading have curbed stock market volatility while also slowing turnover, underscoring a complex effect on equity market activity.

China’s Quant Curbs Sap Volatility and Tur…

TSE Growth 250 Futures Set for Strong Open After U.S. Surge; Profit-Taking Remains a Possibility

August 4, 2026, 8:44 PM EDT. Futures for the Tokyo Stock Exchange Growth Market 250 Index are likely to open higher on August 5, lifted by a rally in U.S. stocks. The Dow Jones reached a record, and the Nasdaq climbed 671 points on the strength of technology shares and easing concerns in the Middle East. Technical signals point to continued upward momentum, though traders remain alert to possible profit-taking after rapid gains. Every (607A.T) began trading but had minimal immediate effect on the market.

TSE Growth 250 Futures Seen Firm, Buoyed b…

ASX Climbs as Oil Prices Slide on US-Iran Talks; Light & Wonder Reports Q2 Earnings Growth

August 4, 2026, 8:28 PM EDT. Australian stocks are expected to advance as oil prices fell 5% to their lowest in three weeks, driven by progress in diplomatic negotiations between the US and Iran that could lead to greater supply. Light & Wonder posted higher adjusted earnings and revenue in Q2, supporting positive market sentiment.

ASX Preview: Australian Shares to Rise as …

Australian Shares Rise as Oil Falls on US-Iran Talks; Strong Services Survey Supports Gains

August 4, 2026, 8:27 PM EDT.Oil prices fell more than 5% amid hopes for US-Iran diplomatic advances, helping to push Australian shares higher. July’s S&P Global survey showed Australia’s services sector activity reached a six-month peak, adding to upbeat market momentum.

Oil’s Slide Set Australian Shares Up For A…

Trump Media unveils $100,000/month Truth API targeting real-time trading data demand

August 4, 2026, 8:14 PM EDT. Donald Trump’s Truth Social has rolled out Truth API, a subscription service priced at $100,000 per month that gives investment firms rapid access to posts from prominent accounts, including Trump’s 13 million followers. The posts have proven influential in moving markets, as Trump frequently uses the platform to reveal policy updates and impact stock valuations, including publicly supporting Dell following a $1 million personal share purchase.

Trump Tests the Definition of 'Insider Tra…

DBS Approaches $75 as Market Eyes August 6 Results

August 4, 2026, 8:13 PM EDT. DBS Group Holdings SGX:D05 is set to announce its earnings on August 6, 2026. For 1Q2026, the bank posted record total income of S$5.95 billion, an increase of 1% year-on-year. Net interest income fell 5% as net interest margin narrowed to 1.89%. Non-interest income climbed 10%; fees rose 16% on the back of all-time high wealth management and treasury sales. Customer loans reached S$453.2 billion, up 4%, with growth led by corporate lending and currency movements. Markets will look to see whether these patterns persist in the next update.

DBS Share Price at Almost $75: Here’s What…

SpaceX Publishes Initial Post-IPO Earnings Statement

August 4, 2026, 8:12 PM EDT. SpaceX, led by Elon Musk, issued its initial earnings statement since its mid-June market debut, representing a notable achievement after going public. The release details the company’s financial condition as it joins public trading, reflecting strong interest from investors and Wall Street’s growing attention to the space sector.

SpaceX posts first earnings report since I…

Major Investors Back Hedge Fund's Bold AI Strategy Despite Concerns Over Risks

August 4, 2026, 8:11 PM EDT. A hedge fund with a track record of aggressive AI bets has drawn investment from prominent investors. Although the firm has achieved notable success, some raised concerns with the founder about the significant risks prior to its broader recognition.

Exclusive | The Investing Heavyweights Tha…

ASX Poised to Rise After Wall Street Reaches Fresh Peaks

August 4, 2026, 8:10 PM EDT. The Australian sharemarket looks set for a stronger start, as futures climbed 35 points, or 0.4%, in early Wednesday trading. The rally comes after Wall Street hit fresh record highs and as oil prices eased. The local market’s upward momentum is fuelled by global gains and better commodity performance, pointing to sustained investor confidence.

The Morning Catch-Up: ASX set to extend ga…

ASX Futures Advance as Trump Official Eyes Iran Agreement, Oil Falls

August 4, 2026, 7:59 PM EDT. ASX futures added 0.4% and the Australian dollar firmed to 70.4 US cents after US Treasury Secretary Scott Bessent indicated a possible agreement with Iran could reopen the Strait of Hormuz within two days. Brent crude fell 6% to $US78.76 per barrel, reducing chances for a US Fed rate increase to 57%. Wall Street reached fresh highs: Dow Jones up 1.7% to 54,086, S&P 500 up 1.8% to 7,737, and Nasdaq up 2.6% at 26,585.

Live: ASX to rise after Trump official say…

Mexican Peso Rises Ahead of Banxico Policy Announcement

August 4, 2026, 7:58 PM EDT. The Mexican peso advanced 0.38% versus the dollar to settle at 17.2583 pesos/USD, marking a fourth consecutive winning session with a cumulative 1.04% gain. The move outperformed the DXY index, which slipped 0.03%. Mexico’s benchmark rate stays at 6.50%, well above the US Fed’s 3.50%-3.75% band, underpinning peso strength before Banxico’s policy meeting on Thursday. Recent improvements in consumer sentiment are also providing support for the peso.

Mexican Peso Gains Ground Ahead of Banxico…

S&P 500 Tops 7,700; SpaceX Beat on Revenue, Focus on Big Tech and Key Earnings

August 4, 2026, 7:57 PM EDT. The S&P 500 ended above 7,700 for the first time as the Dow gained 3% for the week and 12.5% for the year so far. SpaceX posted $7.81 billion in revenue, surpassing forecasts, but shares slipped in after-hours trading. CEO Elon Musk emphasized Starlink’s potential as a leading global internet provider and detailed upcoming Nvidia-driven AI data centers. Investors are also watching earnings from Eli Lilly, Walt Disney, Block, and AMD, with significant year-to-date stock moves drawing attention.

Wednesday's big stock stories: What’s like…

Lucid Group NASDAQ:LCID Shares Fall After $1.4 Billion Cash Infusion Mirrors Q2 Outflow

August 4, 2026, 7:56 PM EDT. Lucid Group stock declined 7.5% in after-hours trading after announcing a $1.4 billion cash infusion that closely parallels its Q2 free-cash outflow of $1.476 billion. Vehicle deliveries increased 19.5% and revenue climbed 56.2% to $405.3 million, but the company posted a sharply negative gross margin of about minus 105% along with a deeper adjusted EBITDA loss of $901.1 million. The cash strategy prioritizes cutting inventory and capital spending, representing up to 93% of its planned savings.

Lucid Group (NASDAQ:LCID) Dips After $1.4 …

Upstart Jumps 10% on Q2 Revenue Beat, Capital-Light Growth Highlights

August 4, 2026, 7:55 PM EDT. Shares of Upstart Holdings Inc. NASDAQ:UPST climbed 10.2% in after-hours trading after the company reported a 42% rise in Q2 2026 revenue to $364.7 million, topping analyst forecasts, and posted adjusted EBITDA of $76.9 million, up 18.7%. Loan originations increased $782 million (23%), while loans held advanced just 5%, pointing to capital-efficient expansion. Although GAAP EPS of $0.16 fell short of projections, robust personal loan growth and a $10.8 billion capital capacity supported bullish sentiment among investors.

Upstart shares climb as Q2 capital-light e…

Palantir Jumps $89 Billion After Q2 Revenue Beats, Lifts AI-Focused Forecast

August 4, 2026, 7:54 PM EDT. Shares of Palantir Technologies NASDAQ:PLTR leapt 29.45% to finish at $162.66, boosting its market capitalization by almost $88.8 billion on August 4, 2026. The company reported Q2 revenue up 93% to $1.935 billion, supported by a 149% surge in U.S. commercial sales and a 62% adjusted operating margin. Palantir lifted its 2026 revenue forecast by $498 million, citing ongoing investor optimism in AI-led expansion. On the day, the Nasdaq rose 2.59%.

Palantir Shares Gain Nearly $89 Billion Af…

Mattel Q2 CY2026 Revenue Tops Forecasts; Profit Misses

August 4, 2026, 7:41 PM EDT. Mattel NASDAQ:MAT posted Q2 CY2026 revenue of $1.13 billion, a 10.5% increase from a year earlier and 2.4% above analyst forecasts. Adjusted EPS was $0.01, falling short of expectations by 77.3%, while adjusted EBITDA was $95.5 million, also under estimates. Operating margin fell to 1%, compared with 8.4% in the same period last year. The company maintained its full-year adjusted EPS outlook at $1.33. Mattel’s market cap stood at $4.32 billion.

Mattel’s (NASDAQ:MAT) Q2 CY2026: Beats On …

US Stocks Close at All-Time Highs as Investors Weigh Mixed Q2 Earnings

August 4, 2026, 7:40 PM EDT. Major US stock indexes posted fresh record closes on August 4, 2026, with the Dow finishing at 54,085 (+1.72%), the S&P 500 at 7,736 (+1.78%), the Nasdaq up 2.58%, and the Russell 2000 ahead by 1.85%. Gains were driven by Q2 earnings results: SpaceX (SPCX) exceeded revenue forecasts, but shares slipped -5% in after-hours trade on increased capital expenditure. AMD topped revenue and earnings forecasts, though shares declined on profit taking. Booking.com (BKNG) surpassed estimates, reporting strong gross bookings and revenues.

Early August Rally Brings Record Closing H…

ChartWatch ASX Scan Focuses on Leading Shares: ANZ, NAB, Macquarie Group, CSL, Treasury Wine Estates, Computershare

August 4, 2026, 7:39 PM EDT. The latest ASX Scan Lists spotlight notable stocks including ANZ, National Australia Bank, Macquarie Group, CSL, Treasury Wine Estates, Computershare, Bravura, Macmahon, PYC Therapeutics, Metallium, Myer, and Webjet, reflecting broad activity across multiple sectors.

ChartWatch ASX Scans: ANZ, National Austra…

Pinterest Tops Q2 Estimates on Share Buybacks; Slower Revenue Growth Projection Pressures Shares

August 4, 2026, 7:38 PM EDT. Pinterest NYSE:PINS posted a strong earnings beat, as Q2 revenue rose 18% to $1.18 billion and adjusted EPS climbed 30.3% to $0.43, with share repurchases accounting for 70% of the increase. The company repurchased $2 billion in stock in 2026, lowering its diluted share count by 16.3%. Looking ahead, Pinterest expects Q3 revenue growth to moderate to 13-15%, down from Q2’s 18%. The stock dropped 9.1% in after-hours trade.

Pinterest (NYSE:PINS) falls as stock repur…

Toast Falls After Hours as Jump in Hardware Inventory Weighs on Cash Despite Top-Line Beat

August 4, 2026, 7:37 PM EDT. Toast, Inc. posted a 23% revenue climb to $1.91 billion, topping projections, with 9,500 more locations lifting its count to roughly 180,000. Gross payment volume increased 22%, though GPV per location stayed level, underscoring that overall growth came from expansion. Recurring gross profit was up 28% and adjusted EBITDA rose 37%, but free cash flow fell 38% following a $103 million hardware inventory build, pressuring cash and sending shares 1.7% lower in after-hours trading.

Toast Shares Dip Post-Market Despite Beati…

US Stock Futures Steady After S&P 500, Nasdaq 100, Dow Jones Notch Fresh Peaks on Robust Results, Geopolitical Calm

August 4, 2026, 7:25 PM EDT.US stock indices climbed, with the S&P 500 up 1.8%, Nasdaq 100 gaining 3.3%, and Dow Jones advancing 1.7%, each setting new records. Palantir shares jumped almost 30% following upbeat earnings and guidance. Chipotle Mexican shares dropped after being linked to a Salmonella outbreak. Signs of reduced US-Iran friction and a possible reopening of the Strait of Hormuz caused oil to fall sharply (WTI -5.69%, Brent -5.26%). Semiconductor ETFs posted strong advances.

US Stock Futures Flat After S&P500, Dow En…

Boltz Halts Bitcoin Swap Operations as AI-Driven Cyber Threats Escalate

August 4, 2026, 7:24 PM EDT. Boltz, a non-custodial swap service for Bitcoin, has paused swaps indefinitely, citing a spike in AI-assisted cyberattacks that are uncovering vulnerabilities at an accelerating pace. The platform, which holds roughly $262,000 in value locked, confirmed no customer funds have been compromised but said attackers now move faster than its small engineering team can deploy fixes. Boltz described this as indicative of a paradigm shift in the security landscape for Bitcoin infrastructure amid more aggressive AI-powered threats.

This Bitcoin Bridge Shut Itself Down Becau…

Match Group Misses Q3 Revenue Forecast, Shares Fall as Attention Turns to Diversification Beyond Tinder

August 4, 2026, 7:23 PM EDT. Match Group projected third-quarter revenue slightly under Wall Street forecasts, sending its shares down 9% post-market, despite improved profit and higher user activity on Tinder. Tinder and Hinge together made up 78.7% of direct revenue, while platforms including Azar, Pairs, and OkCupid recorded a combined $37 million decrease, weighing on growth. Revenue for the second quarter reached $853.1 million, a 1.2% decrease from a year earlier, while adjusted EBITDA climbed 14% to $331 million.

Match Group Q3 Revenue Forecast Disappoint…

Booking Holdings Jumps 6% Post-Earnings Beat, Buoyed by Buybacks

August 4, 2026, 7:22 PM EDT. Booking Holdings Inc. NASDAQ:BKNG gained 6% after hours as Q2 numbers topped forecasts with adjusted EPS of $2.54 (a 15% increase) and revenue of $7.35 billion (up 8%). Room nights booked grew 5%. Merchant revenue climbed 15% but agency revenue declined by 6.9%. Share buybacks trimmed outstanding shares by 5.5%, lifting EPS. Marketing costs rose 11%, and projected annual transformation savings for 2027 were increased to $650 million.

Booking Holdings (NASDAQ:BKNG) Shares Gain…

SpaceX Targets Starship Flight 14 for First Orbital Payload Delivery and Potential Tower Catch

August 4, 2026, 7:21 PM EDT. SpaceX is preparing for its 14th Starship test flight set for August, which will feature the inaugural deployment of payloads into orbit and a possible tower catch of the Ship upper stage, subject to regulatory clearance. The recent success of Flight 13’s heat shield boosts optimism for this mission. Flight 14 will also deliver upgraded Starlink V3 satellites to operational orbit. SpaceX’s landmark IPO has valued the company at $1.77 trillion as it holds its first quarterly earnings call.

SpaceX wants to launch next Starship this …

Amgen Lifts 2026 Outlook on Strong Results and Mixed Brand Sales

August 4, 2026, 7:20 PM EDT. Amgen posted Q2 2026 revenue of $10.054 billion, topping LSEG consensus by 6.7%, and delivered adjusted EPS 11.9% above analyst expectations. Growth of $923 million across five key brands offset a combined $772 million decrease among five other brands. The company increased its 2026 revenue midpoint forecast by $1 billion and raised the adjusted EPS midpoint by $0.50. Product sales increased 9%, free cash flow jumped 84% year-on-year to $3.5 billion, while adjusted operating margin edged down to 48.4%.

Amgen (NASDAQ:AMGN) raises 2026 guidance a…

Nvidia Valuation Put to Test as it Eyes $2.5 Trillion Market Cap

August 4, 2026, 7:19 PM EDT. Nvidia NASDAQ:NVDA ended the session 2.6% higher at $211.94, with analysts targeting an average of $314.29 per share, suggesting a potential $7.67 trillion market cap. Morningstar’s estimate of $280 per share points to a 32.1% potential gain. While Nvidia’s forward P/E is at 18.9x-below its rivals-hitting the $2.5 trillion market cap milestone would require major growth. Estimates for fiscal 2027 EPS climbed 8.7% in the past three months, but the disparity in valuation continues to be a key issue for investors.

Nvidia (NASDAQ:NVDA) Valuation Gap Conceal…

Fortune Brands Q2 CY2026 Results: Revenue Meets Forecasts, EPS Surpasses Estimates

August 4, 2026, 7:04 PM EDT. Fortune Brands (NYSE:FBIN) posted revenue of $1.15 billion for Q2 CY2026, down 4.1% year over year and aligned with analyst predictions. Adjusted EPS came in at $1.35, exceeding the $0.82 consensus by 63.8%. Adjusted EBITDA totaled $277.5 million, topping estimates by 41.3%. Operating margin decreased to -0.8% from 14.3% a year earlier, but free cash flow margin improved to 19.6%. The company’s market cap is $6.22 billion.

Fortune Brands’s (NYSE:FBIN) Q2 CY2026 Ear…

Australia shares to rise at open, NZ up as global stocks rally

August 4, 2026, 7:03 PM EDT.Australian shares are expected to start higher, tracking worldwide equities gains on lower oil prices and hopes for an Iran deal. This optimism lifted Wall Street and European bourses to all-time peaks. New Zealand shares advanced as well, mirroring upbeat sentiment across the region.

Australia shares poised to open higher, NZ…

SpaceX Debut Earnings Show Revenue Growth, High Costs Press Investor Momentum

August 4, 2026, 6:50 PM EDT. SpaceX posted its debut earnings, revealing higher revenues accompanied by sizeable spending. While financial results remained robust, SpaceX has struggled to maintain the investor excitement seen after its stock market debut.

SpaceX's first-ever earnings show higher r…

SpaceX Hit by Climbing AI Expenses as Insider Sales Near

August 4, 2026, 6:49 PM EDT. SpaceX posted record revenue driven by Starlink while capital expenditures climbed to $15.8 billion, largely due to AI investments at its xAI division, surpassing forecasts and more than doubling from the prior quarter. After the IPO, SpaceX shares rallied before dropping 6.5% on worries over insider stock sales and AI costs. The company is still valued above $1 trillion, with a possible insider stock sale set to add to market supply.

SpaceX hit by surging AI costs as insiders…

LeMaitre (NASDAQ:LMAT) Q2 CY2026 Sales Miss Forecasts, Stock Drops 11.6%

August 4, 2026, 6:48 PM EDT. LeMaitre Vascular (NASDAQ:LMAT) posted Q2 CY2026 revenue of $70.38 million, a rise of 9.6% from a year earlier but 1.7% below analysts’ projections. GAAP EPS came in at $0.74, missing estimates by 8.3%. The company guided for next quarter revenue of $67.3 million, or 3% under consensus. Full-year revenue outlook was lowered to $276.3 million from $280 million. Operating margin increased to 29%, while free cash flow margin dropped to 19.4%. The company’s market capitalization is $2.37 billion.

LeMaitre (NASDAQ:LMAT) Misses Q2 CY2026 Re…

Equities Surge on Robust Earnings and Hopes for Hormuz Strait Access

August 4, 2026, 6:46 PM EDT. The S&P 500 (+1.79%), Dow Jones (+1.71%) and Nasdaq 100 (+3.32%) finished the session significantly higher as Palantir (+29%), Zebra Technologies (+28%) and Caterpillar (+5%) reported strong Q2 results. Oil prices slid more than 5% on optimism that a US-Iran agreement could lead to the reopening of the Strait of Hormuz, helping to ease inflation concerns. Although US June factory orders and job openings disappointed, gains in technology shares and a retreat in bond yields powered stocks to fresh highs.

Stocks Finish Sharply Higher on Strong Ear…

Upstart's AI Lending Model Enhancements Lift Loan Growth and Share Price

August 4, 2026, 6:45 PM EDT. Upstart’s upgrades to its AI-powered borrower risk assessment tools have accelerated loan growth, with these developments driving shares higher as investors respond to momentum in financial technology innovation.

Upstart’s AI upgrades pay off, as a pickup…

Upstart (UPST) Tops Q2 CY2026 Revenue Forecasts, Shares Jump 11.3%

August 4, 2026, 6:29 PM EDT. Upstart NASDAQ:UPST posted Q2 CY2026 revenue of $364.7 million, up 41.7% year-over-year and exceeding estimates by 2.3%. GAAP EPS came in at $0.16, falling short of expectations by 16.7%, while adjusted EBITDA surpassed forecasts by 18.7%. The company maintained its full-year revenue target at $1.4 billion. Upstart’s market capitalisation is $2.82 billion. The company’s AI-powered lending platform continued to deliver solid expansion, with revenue rising 53.3% on an annualized basis over two years.

Upstart (NASDAQ:UPST) Exceeds Q2 CY2026 Ex…

Bitcoin Approaches $64,000 as Coldcard Breach Unfolds; ETFs, Circle Gain

August 4, 2026, 6:28 PM EDT. Aug. 4 – Bitcoin climbed 0.9% to $64,267.64, joined by advances in Ethereum and Solana. Market mood improved on prospects the Strait of Hormuz may reopen, despite the Coldcard hack hitting $100M in offline wallets. Institutional demand for spot Bitcoin ETFs surpassed $170M, with the iShares Bitcoin Trust drawing the most inflows. Circle Internet Group rose almost 5% ahead of its financial report, while Intesa Sanpaolo reallocated exposure in favor of Ethereum ETFs.

Crypto Market Today, Aug. 4: Bitcoin Stead…

SoFi Technologies shares climb 8% following Q2 results

August 4, 2026, 6:27 PM EDT. Shares of SoFi Technologies (SOFI) advanced around 8% after the company released its Q2 earnings on July 29. The fintech reported record adjusted results, attracting greater investor attention.

SOFI Stock Price Forecast – What Technical…

Marta Norton, Empower Strategist, Sees Healthcare as Key Diversifier from AI

August 4, 2026, 6:26 PM EDT. Empower chief investment strategist Marta Norton points to the healthcare sector as a crucial way to diversify investments. With artificial intelligence taking a leading role in markets, Norton underscores healthcare’s solid defensive growth and limited exposure to the artificial intelligence supply chain, suggesting investors use it to strengthen portfolios as they monitor company earnings and consumer trends.

Strategist points to healthcare if investo…

Michael Burry Sees Risk of 1987-Like Crash as S&P 500 Hits New High

August 4, 2026, 6:19 PM EDT. Michael Burry, known for his role in “The Big Short,” has cautioned that stocks are close to a major top and faces the threat of a 1987-style crash. Despite the S&P 500’s 1.9% advance to all-time highs, underpinned by solid earnings and weaker oil prices, Burry retains a bearish outlook, with short positions in SOXX, Micron, Nvidia, Caterpillar, Palantir, Tesla, and Applied Materials. He warns that decreased volatility is sustaining leveraged momentum strategies.

Michael Burry bets against rally: 'We are …

US Oil Stocks Climb as Traders Eye Peace Negotiations in Washington

August 4, 2026, 6:18 PM EDT. US crude oil inventories grew by 2.69 million barrels for the week ending July 30, surpassing forecasts that called for a 2 million barrel draw, the American Petroleum Institute reported. Withdrawals from the Strategic Petroleum Reserve (SPR) continued, reaching 2.9 million barrels last week, sending reserves down to 304.8 million barrels, their lowest level in 43 years. Brent and WTI crude prices declined more than 5% amid speculation over an Iran-US peace deal. Gasoline stocks increased, while distillate inventories moved lower.

US Crude Oil Inventories Build As Washingt…

Zeta Global Beats Q2 Forecasts with 44% Revenue Rise; Holds Q4 Outlook at $508M

August 4, 2026, 6:13 PM EDT. Zeta Global NYSE:ZETA posted Q2 revenue of $442.8 million, a 44% increase year-over-year, surpassing the guidance midpoint by $22.3 million. The company maintained its Q4 revenue forecast at about $507.9 million, in line with earlier projections. Adjusted EBITDA climbed 56% to $91.7 million, and free cash flow advanced 73%. Still, shares dropped 8.1% to $22.30 after hours following the results release.

Zeta Global (NYSE:ZETA) Tops Q2 Estimates,…

Chipotle Shares Fall as Jalapenos Pulled in Salmonella Investigation

August 4, 2026, 6:12 PM EDT. Shares of Chipotle dropped after the company temporarily removed jalapenos from select outlets while authorities looked into a salmonella incident. Health officials have stated there are no ongoing concerns related to the restaurant, and consumer safety remains intact.

Chipotle pulls jalapenos from some locatio…

Constellation Software TSE:CSU jumps 7.4%, gains C$4.7B as Q2 preview looms

August 4, 2026, 6:11 PM EDT. Constellation Software Inc. TSE:CSU shares climbed 7.39% to C$3,224.99, raising its market value by C$4.7 billion to C$68.5 billion on Aug 4. Trading volume surged, reaching 114,220 shares, outstripping the Toronto tech sector’s 7.1% rise. The company’s Q1 results highlighted robust performance: revenue up 20%, net income rising 170%, and free cash flow increasing 44%. Total acquisitions amounted to US$1.595 billion during and following Q1.

Constellation Software (TSE:CSU) surges 7.…

SpaceX Revenue Nearly Doubles, Loss Narrows Despite Sharp Stock Drop

August 4, 2026, 6:10 PM EDT. SpaceX nearly doubled its revenue, reaching $7.8 billion and surpassing forecasts, though it still reported a $541 million loss driven by Starlink, spacecraft, and AI investments. After a $75 billion capital raise at its June IPO, the company’s stock declined from a peak of $225.64 to a close of $125.33, wiping out over $1 trillion in market value. Analysts remain cautious as a key share lockup expiration approaches.

SpaceX's revenue rises as its once-soaring…

Chipotle Falls 10% After Salmonella Tied to Jalapeños in Minnesota

August 4, 2026, 5:59 PM EDT. Shares of Chipotle Mexican Grill (CMG) slid almost 10% to $33.83 following news of a salmonella outbreak in Minnesota linked to jalapeños served in several locations. Trading volumes jumped to 48 million, about 146% higher than the 3-month average. The S&P 500 gained 1.78% and the Nasdaq added 2.59%, while CAVA and Sweetgreen both traded lower. Investors are closely watching Chipotle’s food safety measures and customer turnout as the inquiry continues.

Stock Market Today, Aug. 4: Chipotle Share…

SpaceX Drops 7%, AMD Slips Post-Earnings; Arista, Booking, Wynn Rally After Hours

August 4, 2026, 5:57 PM EDT.SpaceX declined 7% in after-hours trading, although it topped Q2 revenue forecasts with $7.81B. Arista Networks advanced 11% following a beat on both profit and sales. AMD lost 8% after reporting mixed results for the second quarter. Wynn Resorts rose 7% after delivering robust earnings. Pinterest fell 8% on guidance for Q3 revenue that trailed expectations. Booking Holdings added more than 5% as gross bookings exceeded consensus, while Teradata dropped 17% after providing cautious third-quarter guidance.

Stocks making the biggest moves after the …

Dollar Eases as Strong Stocks, Sharp Oil Drop Pressure Greenback

August 4, 2026, 5:56 PM EDT. The dollar index (DXY00) dipped -0.03%, pressured by equity market gains and a steep drop in crude oil prices of more than -5% to a three-week low as optimism grew for reopening the Strait of Hormuz. Underwhelming June US economic releases, including a -0.3% decline in factory orders and a reduction in JOLTS job openings by 178,000, also dragged on the dollar. The euro edged up against the dollar, with EUR/USD up +0.19%, while USD/JPY increased +0.39%. Gold advanced +1.52% and silver jumped +4.13%.

Strength in Stocks and Lower Crude Prices …

JPMorgan Chase (JPM) Housing Initiative Puts Valuation in Focus

August 4, 2026, 5:55 PM EDT. JPMorgan Chase is set to allocate more than $750 billion by 2035 to boost US housing. Shares currently trade at $352.64, delivering robust gains: 5.43% over 30 days, 11.98% over 90 days, and 23.34% for the past year on a total shareholder return basis. Nevertheless, JPM is valued at an estimated 27% discount versus intrinsic value, with a fair value around $353.95. The price-to-earnings ratio is 14.7x, above the sector average but still shy of a possible target of 15.6x.

JPMorgan Chase (JPM) Puts Housing First, B…

Inter Parfums Q2 Sales Exceed Forecasts, Full-Year Outlook Misses Analyst Projections

August 4, 2026, 5:54 PM EDT. Inter Parfums (NASDAQ:IPAR) posted Q2 CY2026 revenue of $341 million, representing a 2.1% increase from a year ago and surpassing consensus by 0.6%. For the full year, guidance stands at $1.48 billion, coming in 1.5% below market forecasts. GAAP EPS reached $0.95, missing estimates by 2.1%. Operating margin decreased to 14.4% from 17.7% compared to the prior year. The group continues to benefit from a diversified brand portfolio and stable consumer demand.

Inter Parfums (NASDAQ:IPAR) Posts Better-T…

Arista Networks Rallies 13% After Q2 Revenue Tops Forecasts on AI Momentum, Lifts Q3 Outlook

August 4, 2026, 5:53 PM EDT. Arista Networks NYSE:ANET surged 13% to $214.78 as second-quarter revenue reached $3.036 billion, surpassing forecasts by 7.3%. The firm sees Q3 revenue hitting $3.3 billion, about 12% above consensus. Incremental non-GAAP operating margin stood at 52.6%, while operating income rose 40.6% from a year ago. Robust AI-fueled demand supported strong profitability and upbeat guidance, underscoring Arista’s central position in networking infrastructure.

Arista Networks Shares Climb as AI Drives …

Astera Labs NASDAQ:ALAB Q3 Revenue Outlook Surpasses Estimates by 32%

August 4, 2026, 5:52 PM EDT. Astera Labs posted Q2 revenue of $392.4 million, representing a 104% annual increase and coming in 8.7% ahead of analyst expectations. The company projects Q3 revenue at a midpoint of $550 million, which is 31.9% higher than consensus. Adjusted operating margin is forecast to grow to 43.3%, although gross margin is expected to fall by 170 basis points. Shares jumped 12.65% before results but slipped 3.1% after hours on August 4, 2026.

Astera Labs (NASDAQ:ALAB) climbs in after-…

AMD Shares Fall After Narrow Q2 Beat, Upbeat Sales Guidance

August 4, 2026, 5:44 PM EDT. AMD posted quarterly earnings and revenue that edged past Wall Street estimates for Q2, yet the stock slipped in after-hours trading despite the minor outperformance.

AMD Stock Drops As Chipmaker Disappoints W…

Global Shares Reach Record Peaks as Robust Earnings Combine with Oil Slide

August 4, 2026, 5:41 PM EDT. Global stock markets climbed to record peaks as upbeat U.S. and international earnings supported momentum. Another drop in oil prices, amid renewed optimism for peace in the Middle East, led to lower bond yields, strengthening investor confidence and boosting equities higher.

SpaceX, AMD Q2 Earnings Top Estimates but Shares Drop Amid Capex and Outlook Worries

August 4, 2026, 5:40 PM EDT. SpaceX posted Q2 revenue of $7.8 billion, ahead of forecasts, with adjusted EBITDA reaching $3.5 billion. Shares declined despite the beat, as investors expressed concern about $18.37 billion in capital outlays and the payoff from AI infrastructure. AMD outperformed earnings predictions and gave a positive forecast, yet shares sank 8% after-hours. Nvidia is scheduled to report Aug. 26. Amazon’s value passed $3 trillion in market capitalization, while Microsoft extended gains after robust results.

Tech stocks today: SpaceX and AMD post qua…

Universal Music Group Shares Drop 25.4% as Q2 Earnings Disappoint

August 4, 2026, 5:39 PM EDT. Shares of Universal Music Group tumbled 25.4% after the company missed forecasts with its Q2 earnings, sliding from 19.35 euros to 14.44 euros. The group posted 5.3% revenue growth to 6.194 billion euros ($7.236B), but net income fell by more than $1 billion to 223 million euros ($260.5M), and earnings per share slipped to 0.12 euros. Operating income was down nearly 5%, with free cash flow also taking a sharp hit. The rise in revenue was mainly attributed to the Downtown acquisition.

Universal Music Group Stock Dropped After …

Crypto Wallet Security Discussed After FBI Agent Charged as Crypto Stocks Climb

August 4, 2026, 5:38 PM EDT. Federal authorities charged former FBI supervisor Patrick Steven Yaroch with the alleged theft of roughly $1 million in cryptocurrency, prompting swift movement of assets to government-controlled wallets. Shares of Coinbase (COIN), Robinhood (HOOD), and MicroStrategy (MSTR) gained between 2.9% and 3.5% in after-hours trading. The prosecution shifts attention among investors toward crypto wallet security rather than token volatility, as U.S. crypto-related stocks broadly rose on August 4, 2026.

FBI Agent’s Crypto Charges Highlight Walle…

Semiconductor Index Falls Into Bear Market Territory Despite Surging Profits

August 4, 2026, 5:36 PM EDT. The semiconductor index has dropped into bear market territory, as companies deliver unprecedented profit increases, underscoring lingering investor concerns despite robust earnings throughout the chip industry.

Even Big Profits Aren’t Enough to Keep Chi…

Stocks Kick Off Most Challenging Seasonal Phase as Investor Pessimism Hits Highs

August 4, 2026, 5:35 PM EDT. U.S. equities are entering their typically toughest seasonal period, but intense bearish investor sentiment could act as a brake on major declines, according to Ned Davis Research.

Stocks face their weakest seasonal stretch…

Telus and MTY Food Group: Canadian Dividend Picks to Watch on Weakness

August 4, 2026, 5:33 PM EDT.Telus TSX:T offers a potential rebound play with a 5.6% dividend yield after falling 40% over the past year. The company saw decreases in revenue and EBITDA but reported a 15% boost in operating activities and is targeting lower net debt by 2028. MTY Food Group (TSX:MTY) is also noted as a possible buy after its latest dip.

2 Dividend Superstars to Buy on a Pullback

Fisher Asset Boosts ASML Stake, While Vawter Financial and Ravenstone Capital Sell Out; New Firms Take Positions in Recent 13F Filings

August 4, 2026, 5:32 PM EDT. Of 87 recent 13F submissions as of 06/30/2026, 39 investment firms reported holdings in ASML Holding NV (ASML). Fisher Asset Management sharply increased its stake by 137,102 shares for a value of $3.35B, with GFS Advisors also upping its holding by 317,245 shares. Signal Advisors Wealth, Brooklyn FI, and several others initiated new positions. Meanwhile, Vawter Financial and Ravenstone Capital Management exited ASML. The disclosures reflect only long holdings and exclude short positions, providing an incomplete picture.

See Which Recent 13F Filers Hold ASML But …

Wall St Hits Fresh Peaks as Palantir Soars on 93% Revenue Jump, Oil Retreats

August 4, 2026, 5:31 PM EDT. The S&P 500 advanced 1.8% to an all-time high, as the Dow Jones climbed 1.7% and the Nasdaq jumped 2.6%. Shares of Palantir Technologies gained 29.5% following reports of a 93% spike in revenue and a raised 2026 outlook. Caterpillar’s quarterly sales surpassed $20 billion, propelled by AI-powered turbine demand. Brent crude prices fell 5.3% to $79.36 a barrel, alleviating some market worries.

US stocks hit records as profits keep pili…

Marqeta Beats Q2 CY2026 Sales Forecasts; Q3 Revenue Outlook Disappoints

August 4, 2026, 5:29 PM EDT. Marqeta (NASDAQ:MQ) posted Q2 CY2026 revenue of $176 million, up 17% from a year earlier and 1.5% above Wall Street expectations, while GAAP EPS of $0.07 topped estimates. Adjusted EBITDA stood at $37.42 million. The company guided Q3 revenue to $174.7 million, 2.6% below analysts’ projections. Operating margin rose to 2.1% and free cash flow climbed to $54.61 million. Analysts expect 12.4% revenue growth over the coming 12 months, indicating possible demand challenges ahead.

Marqeta’s (NASDAQ:MQ) Q2 CY2026 Sales Top …

Pinterest Tops Estimates in Q2 but Shares Drop

August 4, 2026, 5:27 PM EDT. Pinterest posted second-quarter revenue and earnings above forecasts, yet shares slipped in late trading on Tuesday despite the stronger-than-expected results.

Pinterest Earnings And Revenue Beat But St…

Crude Oil Drops as Strait of Hormuz Reopens, Markets Eye US-Iran Deal

August 4, 2026, 5:25 PM EDT.September WTI crude oil tumbled 5.69% to reach a three-week low, while RBOB gasoline slid 3.86% to levels last seen nearly five months ago, as markets welcomed prospects for a US-Iran agreement to ease access through the Strait of Hormuz. Additional pressure on oil came from rising Saudi exports through the Red Sea and large Chinese crude stockpiles. Although Ukrainian attacks on Russian oil targets have caused some disruption, robust Russian crude exports continue to weigh on prices worldwide.

Optimism of Reopening Strait of Hormuz Kno…

US Natural Gas Slips as Supply Rises, Weather Cools

August 4, 2026, 5:24 PM EDT. September Nymex natural gas fell 3.56% after Energy Transfer declared the Hugh Brinson pipeline is running at full capacity, boosting available US supplies. Cooler Midwest and Northeast forecasts are likely to lower air conditioning demand. Meanwhile, US dry gas output climbed to 111.2 bcf/day, up 2.2% year-over-year, and storage inventories expanded by 28 bcf. With supplies remaining steady, natural gas prices touched a 3.25-month low.

Nat-Gas Prices Retreat on Bigger US Suppli…

Wall Street Marks New Peaks as AI Gains, Earnings and Lower Oil Drive Rally

August 4, 2026, 5:23 PM EDT. U.S. stocks climbed to all-time highs, with the S&P 500 rallying 1.8%, the Dow Jones up 907 points (1.7%), and the Nasdaq advancing 2.6%. Palantir Technologies leapt 29.5% after a 93% jump in revenue and boosted 2026 outlooks. Caterpillar gained 5.6% after quarterly revenue topped $20bn, driven by AI-fuelled turbine demand. Oil slid 5.3% to $79.36 a barrel. Robust earnings growth and easing Treasury yields fueled the advance.

US stock market hits record highs as AI pr…

Federated Hermes' Chiavarone Views Volatility as Chance for Long-Term Investors

August 4, 2026, 5:22 PM EDT. Steve Chiavarone, Federated Hermes Deputy CIO of Equities, told ‘Making Money’ that recent market volatility resembles flight turbulence rather than a crash. He pointed out that the bull market retains room for growth and described tech sector pullbacks, particularly in chip stocks, as notable buying opportunities for long-term investors.

Market turbulence is a 'huge opportunity' …

Options Activity Drives Latest Stock Market Rally

August 4, 2026, 5:21 PM EDT. Over the last four trading sessions, equities have climbed sharply, leading traders to ramp up bullish options positions as they look to benefit from the runaway rebound and continue to lift the market higher.

Traders are using options to chase a runaw…

Pew Survey Finds Americans Prioritize Worries Over Food and Healthcare Prices Above Stock Market

August 4, 2026, 5:20 PM EDT. The latest Pew Research Center survey shows 69% of Americans are very concerned about healthcare costs, 66% about prices for food and consumer goods, and 64% about housing expenses, while just 18% are highly concerned about the stock market. The poll also finds 62% of respondents own stocks, a percentage stable since the late 1990s. The July survey of 3,554 adults indicates that economic concerns far outweigh those about the stock market.

Way more Americans are worried about cost …

Morning Briefing: Key points ahead of the ASX open

August 4, 2026, 5:19 PM EDT.Good morning! Here are the main updates to be aware of before the ASX opens and trading gets underway today.

Rise and Shine: Everything you need to kno…

Red Rock Resorts (RRR) Q2 CY2026 Earnings Top Forecasts, Revenue Falls

August 4, 2026, 5:12 PM EDT. Red Rock Resorts (NASDAQ:RRR) posted Q2 CY2026 revenue of $510.3 million, a 3% decline from a year earlier, but surpassing consensus estimates by 2.2%. GAAP EPS came in at $0.67, 42.1% higher than expectations, while Adjusted EBITDA reached $208 million with a margin of 40.8%, beating forecasts by 5.9%. The company’s operating margin slipped to 26.7% from 32% a year ago. Red Rock Resorts has a market capitalization of $3.80 billion with a cautious outlook on future growth.

Red Rock Resorts (NASDAQ:RRR) Exceeds Q2 C…

Qualys (QLYS) Q2 CY2026 Revenue Tops Forecast, Climbs 11%

August 4, 2026, 5:11 PM EDT. Qualys NASDAQ:QLYS posted Q2 CY2026 revenue of $182.2 million, 2% above analyst estimates and up 11% from a year earlier. Adjusted EPS reached $1.98, exceeding projections by 10.9%. The company lifted its full-year revenue outlook to $735 million and raised adjusted EPS guidance to $7.81, highlighting a robust 34% operating margin. Billings grew by 18.1% to $176.5 million, with market capitalization rising to $5.45 billion.

Qualys (NASDAQ:QLYS) Beats Q2 CY2026 Sales…

S&P 500, Dow, and Nasdaq Hit All-Time Highs; Palantir Jumps on Results, Strong Earnings Lift Market

August 4, 2026, 5:09 PM EDT. The S&P 500 notched a 1.8% gain, the Dow climbed 907 points, and the Nasdaq advanced 2.6%-with U.S. stocks setting new highs as upbeat earnings propelled the market. Shares of Palantir soared 29.5% after the company posted 93% revenue growth and raised its 2026 outlook. Caterpillar jumped 5.6%, benefiting from record quarterly sales topping $20 billion and increased AI-driven turbine orders. S&P 500 profits climbed by almost 50%, while oil eased to $79.36 per barrel, alleviating inflation and bond yield pressures.

U.S. stocks hit records as profits keep pi…

Dow Jones Climbs Above 54,000 as Caterpillar Powers Rally

August 4, 2026, 5:08 PM EDT. The Dow Jones Industrial Average finished above 54,000 for the first time, closing at 54,215.07 with a gain of 1,036.66 points (1.95%). Caterpillar NYSE:CAT was responsible for about 31% of the advance, adding around 324 points to the index, while Goldman Sachs and Cisco also supported the rally. It is the second straight session of record highs for the blue-chip index, as broad market appetite for risk lifted both the S&P 500 and Nasdaq to strong gains.

Dow Jones surpasses 54,000 for first time,…

Aptiv PLC Sinks 16.6% as 2026 Outlook Trimmed

August 4, 2026, 5:07 PM EDT. Aptiv PLC (NYSE:APTV) shares fell 16.6% to $47.72, reaching a 52-week low after the company lowered its 2026 sales guidance by $300 million, cut the adjusted EPS midpoint by 3.4%, and trimmed the free cash flow midpoint by 10%. The decline in equity value approached $2 billion, around triple the amount of the revised free cash flow midpoint. The guidance adjustment was mainly attributed to delays in customer production, launch ramp schedules, and timing for software.

Aptiv PLC (NYSE:APTV) stock sinks 16.6% as…

Spotify Invests in AI Music as Shares Slide

August 4, 2026, 5:06 PM EDT. Spotify logged 777 million total users, including 300 million paid subscribers, but its shares fell due to increasing AI-related costs. The company continues to pour resources into AI, rolling out features like ‘Talk to Spotify’ and working with Universal Music Group on AI-powered music remixes. Spotify stresses that artist consent, credit, and compensation are priorities, and is targeting a paid add-on feature, though there is no set launch date.

Spotify Execs Bet People Will Pay for AI M…

Medifast Inc (MED) Rises Above 200 Day Moving Average

August 4, 2026, 5:05 PM EDT. Medifast Inc (MED) shares climbed 37.2% on Tuesday, moving past their 200 day moving average of $11.20 and reaching $13.44. The stock’s 52 week low stands at $9.22, with a high of $15.11, with the most recent trade at $13.35. The rally signals notable upward momentum for MED shares.

Bullish Two Hundred Day Moving Average Cro…

Compania de Minas Buenaventura S.A. (BVN) Breaks Above 200-Day Moving Average

August 4, 2026, 5:04 PM EDT. Compania de Minas Buenaventura S.A. (BVN) shares moved above the 200-day moving average of $31.76 on Tuesday, climbing to a session high of $32.21. Shares are up 5.7% on the day. BVN trades in a 52-week band of $17.34 to $44.67, with the latest price at $32.30, highlighting a key technical development.

BVN Crosses Above Key Moving Average Level

Cemex S.A.B. de C.V. (CX) Slips Under 200-Day Moving Average

August 4, 2026, 5:03 PM EDT. Cemex S.A.B. de C.V. (CX) dropped below its key 200-day moving average of $11.76 on Tuesday, reaching a session low of $11.54 and falling roughly 2.2% for the day. The stock has traded between $8.18 and $13.67 in the last 52 weeks, with its most recent trade at $11.60, marking a significant move away from the long-term average.

CX Makes Notable Cross Below Critical Movi…

Liberty All-star Equity Fund (USA) Trades Above 200-Day Moving Average

August 4, 2026, 5:02 PM EDT. Shares of Liberty All-star Equity Fund (USA) moved above the 200-day moving average at $6.09, reaching a session high of $6.10 on Friday. USA is currently higher by roughly 1% for the session, with the stock’s 52-week range between $5.41 and $7.09 and the latest trade at $6.08.

USA Makes Bullish Cross Above Critical Mov…

Defiance Daily Target 2X Short PLTR (PLTZ) ETF Slides Into Oversold Zone

August 4, 2026, 5:00 PM EDT. The Defiance Daily Target 2X Short PLTR ETF (PLTZ) fell to $11.06, entering oversold territory as its RSI hit 26.8, notably below the 30 threshold. PLTZ is down around 58.7% on the session, marking a substantial drop. The ETF’s 52-week range is $11.06 to $47.40, with the last trade seen at $12.00.

Defiance Daily Target 2X Short PLTR (PLTZ)…

US Stocks Hit New Highs, Palantir Leads Gains as Oil Retreats

August 4, 2026, 4:59 PM EDT. U.S. stocks surged to fresh all-time highs as the S&P 500 advanced 1.8%. Profit reports from firms such as Palantir remained robust. At the same time, oil prices fell, further boosting the upbeat market sentiment.

Direxion Daily PLTR Bear 1X Shares ETF (PLTD) Slips to Oversold at $5.59

August 4, 2026, 4:58 PM EDT. Direxion Daily PLTR Bear 1X Shares (PLTD) fell into oversold territory as its Relative Strength Index (RSI) reached 27.0, dropping below the key 30 mark and signalling sharp momentum loss. Shares hit a low of $5.59, hovering close to their 52-week minimum, after declining around 29.3% during the session. By comparison, the S&P 500’s RSI measured 67.3, underscoring PLTD’s pronounced selling pressure.

Direxion Daily PLTR Bear 1X Shares Getting…

Pinterest Shares Drop as Revenue Forecast Misses Expectations

August 4, 2026, 4:57 PM EDT. Pinterest Inc. issued a revenue forecast that fell short of expectations for the current quarter, fueling investor worries about the company’s growth trajectory. The weaker outlook comes even though the prior quarter saw robust gains in both users and revenue, prompting shares to move lower.

Pinterest Revenue Outlook Disappoints Inve…

MWA Shares Rise Above 200-Day Moving Average, Gain 3%

August 4, 2026, 4:55 PM EDT. Shares of Mueller Water Products Inc (MWA) moved above their key 200-day moving average of $26.29, touching $26.62 on Tuesday. The stock is up about 3% and is trading between its 52-week low of $22.74 and high of $31, with the latest trade at $26.54.

MWA Makes Bullish Cross Above Critical Mov…

Dow, S&P 500 Set New Highs as AI-Fueled Rally Widens Beyond Semiconductor Sector on Aug 4, 2026

August 4, 2026, 4:54 PM EDT. US equities soared on August 4, 2026, with the Dow gaining 1.88%, the S&P 500 up 1.90%, and the Nasdaq advancing 2.69%, all reaching fresh intraday records. AI-powered results drove momentum beyond just chipmakers, with Palantir shares climbing almost 30% and Caterpillar adding 300 points to the Dow. The advance was also underpinned by a sharp drop in oil prices and robust earnings, with 85.2% of S&P 500 firms surpassing estimates, exceeding historical norms.

US stocks: Dow, S&P 500 mark record highs …

SpaceX (SPCX) Q2 Revenue Climbs to $7.8B, Net Loss Narrows to $541M as Bitcoin Value Falls $540M

August 4, 2026, 4:53 PM EDT. SpaceX (SPCX) reported Q2 revenue of $7.8 billion, surpassing estimates by $0.9 billion, while net loss tightened to $541 million from $1 billion year-on-year. Adjusted EBITDA rose to $3.5 billion, nearly three times higher. The value of the company’s 18,712 bitcoin holdings decreased to $1.10 billion from $1.64 billion, following a 33% drop in bitcoin prices. SPCX shares fell 6% after hours.

Elon Musk's SpaceX (SPCX) tops earnings as…

Oracle Shares Climb as $260 Billion AI Leasing Exposure Raises Debt Questions

August 4, 2026, 4:52 PM EDT. Oracle shares advanced 3.0% to $146.15, adding up to a 12.5% increase over two sessions as investors weighed $260 billion in AI leasing liabilities-equal to 61% of the company’s $425.6 billion market value. While the stock moved higher, credit-default swaps jumped to 215 basis points, marking their highest level in 18 years and underscoring credit investor unease about Oracle’s debt-fueled push into AI. Meanwhile, technology stocks broadly strengthened, with the Nasdaq rising 2.69% and the S&P 500 gaining 1.90%.

Oracle Stock Continues Recovery as $260 Bi…

BCB Bancorp (BCBP) Drops Into Oversold Range, RSI Slips to 29.8

August 4, 2026, 4:51 PM EDT. BCB Bancorp Inc (BCBP) shares entered oversold territory on Tuesday as the Relative Strength Index (RSI) declined to 29.8, following a session low of $9.06 per share. In comparison, the S&P 500 ETF (SPY) recorded an RSI of 67.1. BCBP has traded between $7.31 and $11.71 over the past 52 weeks, with the most recent trade at $9.16, suggesting sellers may be losing momentum after the recent downturn.

Disney Q3 Results: Shares May Need Extra Catalyst Beyond Estimates Beat

August 4, 2026, 4:50 PM EDT. Disney will disclose its fiscal third-quarter results before markets open on Wednesday. While investors are looking forward to the figures, an earnings beat alone may not substantially lift the stock without additional positive developments.

Disney Stock Needs More Than an Earnings B…

IREN closes $555 million Mirantis deal

August 4, 2026, 4:49 PM EDT. IREN NASDAQ:IREN has completed its acquisition of Mirantis, resulting in a combined market value of about $555 million, down 11.2% from the original $625 million agreement. The deal consists of 12.6 million shares along with $40 million in cash, causing a 3.4% dilution for current shareholders. Mirantis, which provides support to over 1,500 enterprise clients, will expand IREN’s AI Cloud offering as a NVIDIA AI Cloud Ready partner.

IREN (NASDAQ:IREN) Finalizes Acquisition o…

ADI Global Distribution Lists on NYSE as Standalone Company

August 4, 2026, 4:48 PM EDT.ADI Global Distribution launched trading on the NYSE under ticker ADIG following its August 4 spin-off from Resideo Technologies. The specialty distributor of low-voltage products was added to the S&P SmallCap 600, bringing further focus to the wholesale distribution sector. CEO Rob Aarnes expressed pride in the 4,000-strong ADI workforce and said the company is prepared to operate independently as a public company.

ADI’s NYSE Debut, Ferguson’s S&P 500 Entry…

Preferred Securities ex Financials ETF (PFXF) Moves Above 200-Day Moving Average at $17.10

August 4, 2026, 4:47 PM EDT. The Preferred Securities ex Financials ETF (PFXF) surpassed its 200-day moving average of $17.10 on Friday, trading as high as $17.11 per share. The ETF is up approximately 0.1%. Over the past 52 weeks, it has fluctuated between a low of $15.58 and a high of $18.61, and was last quoted at $17.10.

PFXF Makes Bullish Cross Above Critical Mo…

VanEck Africa Index ETF (AFK) Moves Past 200-Day Moving Average

August 4, 2026, 4:46 PM EDT. VanEck Africa Index ETF (AFK) shares rose above the 200-day moving average of $26.55 on Tuesday, hitting a session high of $27.00. AFK is trading around 2.2% higher for the day. The ETF’s lowest point in the past 52 weeks is $21, with a peak of $30.85, and its latest traded price was $26.98.

AFK Crosses Above Key Moving Average Level

Gartner Inc (IT) Breaks Through 200-Day Moving Average Barrier

August 4, 2026, 4:45 PM EDT. Gartner Inc (IT) climbed past its 200-day moving average of $183.61, hitting $188.22 during the session. Shares jumped about 23.9% intraday, trading in a 52-week span from $124.25 to $265.85. The most recent trade was at $190.98, underscoring robust momentum for the technology analytics firm.

Gartner Breaks Above 200-Day Moving Averag…

FCOM Tops 200-Day Moving Average, Approaches 52-Week High

August 4, 2026, 4:44 PM EDT. Fidelity MSCI Communication Services Index ETF (FCOM) moved above its key 200-day moving average at $71.75, climbing to $71.83 on Tuesday, a gain of about 1% for the session. FCOM has traded between $65.26 and $75.94 over the past 52 weeks, with its latest trade at $71.75 placing it near the high end of that range and indicating positive market momentum.

FCOM Makes Bullish Cross Above Critical Mo…

Brookfield Corp (BN) Breaks 200-Day Moving Average Threshold at $44.87

August 4, 2026, 4:43 PM EDT. Brookfield Corp (BN) stock moved above its 200-day moving average of $44.65, hitting $44.87, and rising 2.6% on Tuesday. The share’s 52-week low is $37.93, while the high is $49.565. Brookfield’s most recent price was $44.74, keeping it solidly over the moving average mark.

Brookfield Breaks Above 200-Day Moving Ave…

ALPS Emerging Sector Dividend Dogs ETF (EDOG) Climbs Above 200-Day Moving Average

August 4, 2026, 4:42 PM EDT. On Tuesday, ALPS Emerging Sector Dividend Dogs ETF (EDOG) moved above its 200-day moving average of $24.72, hitting an intraday high of $24.75. The ETF is trading 0.2% higher. Over the past 52 weeks, the fund’s price has ranged from $22.35 to $27.158, with the current value positioned near the center of these levels.

EDOG Crosses Above Key Moving Average Leve…

ARKQ Jumps Above 200-Day Moving Average, Gains 5.8%

August 4, 2026, 4:41 PM EDT. The ARK Autonomous Technology & Robotics ETF (ARKQ) advanced past its 200-day moving average of $122.52 on Tuesday to touch $125.52. ARKQ climbed roughly 5.8% during the session. Over the past 52 weeks, the ETF has ranged from $92.56 to $144.416, with its most recent trade at $125.00.

Clorox (CLX) Breaks Past 200-Day Moving Average in Tuesday Trading

August 4, 2026, 4:40 PM EDT. Clorox Co (CLX) shares moved above their 200-day moving average of $104.14, rising to $104.66 during Tuesday’s session. The stock has gained 6.3% so far today, trading between a 52-week low of $84.70 and a high of $128.90, with the most recent trade at $104.44. This upward move signals building momentum in CLX shares.

S&P 500 Closes at Record Peak, Gains 1.8% on Strong Earnings and Falling Oil Prices

August 4, 2026, 4:39 PM EDT. U.S. stocks reached new all-time highs as the S&P 500 rose 1.8% on Tuesday, fueled by robust earnings reports and a drop in oil prices. Market optimism grew on Wall Street as energy costs decreased, supporting further gains.

Wall Street rallies to records, pushing S&…

Cocoa Prices Slip on Technical Selling After Recent Rally; Crop Updates Mixed

August 4, 2026, 4:38 PM EDT. September ICE NY cocoa slid 0.25% while London cocoa declined 0.93%, as technical selling set in following a 15% rally over three days. Ghana has reduced its cocoa output outlook for 2026/27, citing disease and adverse weather. In contrast, cocoa shipments from Ivory Coast are up 20% and Nigeria has seen a 30% jump in exports, while ICE cocoa inventories reached a two-year peak. European cocoa grindings dropped by 4.6%, though North American and Asian demand increased, with Asian grindings climbing 25%. StoneX revised down its 2026/27 global surplus estimate to 25,000 MT.

Technical Selling Weighs on Cocoa Prices

Sugar Climbs to Multi-Week Highs on Supply Fears, Adverse Weather

August 4, 2026, 4:37 PM EDT.Sugar prices advanced, with New York October futures reaching a 3.5-week peak and London contracts at a 4-week high, following projections for a global sugar deficit in 2026/27. Covrig Analytics and Green Pool Commodity Specialists increased their deficit outlooks, citing worries about below-average monsoon rainfall in India and the potential effects of a strong El Niño on top producers such as Brazil, India, and Thailand. In Brazil, greater ethanol output has also reduced sugar production.

Tighter Supply Outlook Lifts Sugar Prices

Coffee Futures Advance as Brazilian Rain Threatens Harvest Timing

August 4, 2026, 4:36 PM EDT. September arabica coffee (KCU26) gained +1.44% and robusta (RMU26) added +1.80% after forecasts of rain in Minas Gerais, Brazil, raised concerns about harvesting delays. Brazil’s coffee harvest trails last year’s pace, lending support to prices. Arabica inventories have fallen to their lowest point in 2.5 years, whereas robusta stocks have increased. The USDA projects a record 189.7 million bags in global production for 2026-27, but El Niño risks could affect Brazil’s crop and keep prices volatile.

Coffee Prices Rise as Brazil Rain Forecast…

Nasdaq Grants Mangoceuticals 180-Day Period to Regain $1.00 Minimum Bid Price Compliance

August 4, 2026, 4:35 PM EDT. Mangoceuticals, Inc. NASDAQ:MGRX has secured a 180-day extension from Nasdaq to restore compliance with the $1.00 per share minimum bid price, with a new deadline set for February 1, 2027. The extension was approved after Nasdaq verified the company meets all other listing standards. Mangoceuticals continues its business combination with Nuclea Energy, aiming to advance development of Morpheus microreactor technology and deliver stable, carbon-free power solutions.

Mangoceuticals Granted 180-Day Extension b…

Booking Shares Rise Following Better-Than-Expected Earnings – Main Figures

August 4, 2026, 4:33 PM EDT. Booking Holdings delivered higher-than-forecast second-quarter earnings, sending Booking stock higher. The move took place late Tuesday as investors responded to the company’s financial report. The main figures from the results underline the firm’s performance and help drive the shares up.

Booking Stock Climbs After Earnings Beat. …

Coldcard Bitcoin Wallet Breach Triggers Losses Surpassing $100M

August 4, 2026, 4:24 PM EDT. The Toronto firm that produces Coldcard, a hardware wallet exclusively for bitcoin, has experienced a notable data breach. This incident resulted in bitcoin losses totaling over $100 million US, representing a significant security event in the cryptocurrency hardware wallet market.

What we know about ongoing Coldcard hack t…

SpaceX to Announce First Public Earnings Following $500 Billion Market Cap Drop

August 4, 2026, 4:23 PM EDT. SpaceX, which achieved a $2tn valuation after its landmark June IPO, has seen its share price tumble 24%, wiping away $500bn in market value. The company is set to post its Q2 results on Tuesday, with revenue projected at $6.93bn and a loss of 26 cents a share. While the Starlink division is profitable, SpaceX continues to report overall operating losses. The upcoming release of 912m locked-up shares could increase downward pressure on the stock, as investors look for key financial disclosures.

After share price crash following IPO, Spa…

Todd Gordon sees further upside after stock market breakout

August 4, 2026, 4:22 PM EDT. Todd Gordon says the ongoing stock market breakout appears real rather than a typical August head fake. While inflation concerns, geopolitical risks and possible Fed rate increases persist, a 2-year Treasury yield above the Fed funds rate indicates further rate hikes may not occur. Since 1994, there have been six periods of rate increases, but current yield spreads do not clearly compel the Fed to act, strengthening the case for further stock market gains.

Here's Todd Gordon's case for why this sto…

CoreWeave Jumps 9% After Indonesia AI Move Adds 10% More Contracted Power

August 4, 2026, 4:21 PM EDT. CoreWeave NASDAQ:CRWV rose 9% to $93.50 following news of its entry into Indonesia’s AI market, securing 360 MW of contracted power-equivalent to 10% of the company’s total capacity. Piper Sandler began coverage with an Overweight rating and a $151 price target. CoreWeave expects the Indonesian sites to be operational by 2028, lifting its total contracted capacity beyond 3.86 GW.

CoreWeave (NASDAQ:CRWV) shares climb 9% fo…

Netflix Shares Fall as Platform Bets on Short-Video Ads to Target $3 Billion in 2026 Revenue

August 4, 2026, 4:20 PM EDT. Netflix NASDAQ:NFLX shares edged down 0.3% to $73.13, while the S&P 500 gained 2%. The company’s new Culture Edit short-video hub, rolled out in six markets, targets $3 billion in advertising revenue by 2026, which could drive 25% of Netflix’s expected revenue growth. Netflix maintains a trailing P/E of 22.4x, trailing rivals such as Alphabet and Disney on valuation. Q3 revenue growth is projected to slow to 11.7% ahead of this push for ad-led expansion.

Netflix (NASDAQ:NFLX) stock lags rally as …

Broadcom Jumps 7% After $128 Billion AI Commitment Stirs Capital Debate

August 4, 2026, 4:19 PM EDT. Shares of Broadcom Inc. NASDAQ:AVGO soared 7.1% to $420.12, boosting its equity value by $132.7 billion after the announcement of a $128.1 billion purchase-commitment program. The company projects AI revenue of $16 billion for Q3, anticipating total revenue to approach $29.4 billion. The Philadelphia Semiconductor Index climbed 5.8% as semiconductor stocks advanced across the board. The financing discussion remains active, with Google’s Anthropic network supported by $200 billion and Broadcom managing its $128 billion in inventory commitments.

Broadcom Inc. (NASDAQ:AVGO) Shares Rise 7%…

G. Willi-Food International plans NASDAQ delisting, shifts share trading to Tel Aviv

August 4, 2026, 4:17 PM EDT. G. Willi-Food International Ltd. (NASDAQ: WILC) said it would voluntarily remove itself from NASDAQ and concentrate share trading on the Tel Aviv Stock Exchange (TASE). The company intends to withdraw SEC registration and end its U.S. reporting requirements by late August 2026. The decision is aimed at cutting costs and targeting its main market in Israel, where the majority of the stock is already traded on TASE.

G. WILLI-FOOD INTERNATIONAL ANNOUNCES DELI…

Ukrop’s Recalls Six Meat Products Over Metal Fragments; Kroger Sees Negligible Financial Impact

August 4, 2026, 4:16 PM EDT. Ukrop’s Homestyle Foods has pulled 22,880 pounds of meat and poultry items after aluminum fragments were found. Six types of ready-to-eat products sold at Kroger (KR), Food Lion, and Harris Teeter are affected. There have been no injuries. The estimated cost, at $180,000-$230,000, represents less than 0.0005% of Kroger’s quarterly sales. Kroger stock dipped 0.5% to $57.95, while Ahold Delhaize declined 0.8% to €34.39, though the recall’s influence on that move is unclear.

Ukrop’s Recall for Metal Slivers Affects S…

Oil Drops Sharply on Hopes for U.S.-Iran Deal to Reopen Strait of Hormuz

August 4, 2026, 4:09 PM EDT.Oil prices slid as markets reacted to speculation over an early U.S.-Iran deal. West Texas Intermediate lost 5.85% at $75.64, while Brent decreased $4.61 to $79.16, with both benchmarks touching three-week lows. Some officials, such as Treasury Secretary Scott Bessent, indicated a potential agreement was near, although Iran refuted recent direct negotiations. Shipping flows through Hormuz remained consistent, casting doubt on bullish sentiment. Goldman Sachs maintained its Brent outlook at $80-$90, dependent on a confirmed deal or renewed tension.

Oil Markets Price In an Iran Deal That Doe…

Over $100 Million in Bitcoin Stolen After Coldcard Wallet Vulnerability Found

August 4, 2026, 4:08 PM EDT. Coinkite’s Coldcard bitcoin hardware wallet was affected by a software vulnerability that allowed hackers to reconstruct wallet seed phrases, resulting in the theft of about 2,055 bitcoin (valued near $130 million USD). The weakness, present since March 2021, let attackers gain access without needing the physical wallet. Users are being advised to transfer funds immediately after updating their firmware. Around 7,300 addresses are reportedly impacted as investigations into the perpetrators continue.

Heavy Options Activity in ZS, ITT, and HUT on Tuesday

August 4, 2026, 4:07 PM EDT. Significant options trading was recorded for Russell 3000 constituents Zscaler Inc (ZS), ITT Inc (ITT), and Hut 8 Corp (HUT). ZS saw 20,059 contracts traded-equivalent to 2 million shares and 83.7% of its average volume-highlighted by strong demand in $170 calls expiring Aug 14, 2026. ITT registered 7,291 contracts (729,100 shares, 79.2% of average), mainly driven by the $180 put expiring Aug 21, 2026. HUT posted 32,632 contracts (3.3 million shares, 76.5% of average) with volume dominated by the $150 call expiring Aug 21, 2026.

Notable Tuesday Option Activity: ZS, ITT, …

ASTS, MRVL, ZETA see significant Tuesday options turnover

August 4, 2026, 4:06 PM EDT.AST SpaceMobile Inc (ASTS) recorded options volume of 134,860 contracts, representing 13.5 million underlying shares and amounting to 89% of its usual daily figures. Trading in the $65 strike put expiring Oct 16, 2026 totaled 7,114 contracts. Marvell Technology (MRVL) reported 213,209 contracts exchanged-21.3 million shares-at 87% of average volume, led by 9,829 contracts in the $270 call expiring Aug 14, 2026. Zeta Global (ZETA) logged 64,805 contracts, or 6.5 million shares, at 85.4% of its average pace, with 8,111 contracts concentrated in the $25 call expiring Aug 7, 2026.

Notable Tuesday Option Activity: ASTS, MRV…

SPCX, TRTX, SAIC Options Volume Surges Tuesday

August 4, 2026, 4:05 PM EDT. Heavy options trading was reported for key Russell 3000 constituents: Space Exploration Technologies Corp (SPCX) saw 1 million contracts exchanged-equating to 104.4 million shares and reaching 160.3% of typical volume, led by $330 strike calls expiring August 7, 2026. TPG RE Finance Trust (TRTX) logged 10,000 contracts in $11 strike calls maturing January 15, 2027, at 132.9% of average turnover. Science Applications International (SAIC) moved 4,458 contracts on $120 strike puts expiring September 18, 2026, marking 109.6% of normal volume.

Noteworthy Tuesday Option Activity: SPCX, …

W, TITN, MSBI options draw attention Tuesday

August 4, 2026, 4:04 PM EDT. Wayfair Inc (W) saw notable options activity, with 35,065 contracts changing hands-equal to 3.5 million shares and above its average daily level. Most of the volume was concentrated in put options at the $115 strike expiring Nov 20, 2026. Titan Machinery (TITN) recorded 1,806 contracts, focused on $20 strike calls expiring Aug 21, 2026. Midland States Bancorp (MSBI) reported 1,861 contracts traded, mainly in $35 strike calls also expiring Aug 21, 2026.

Noteworthy Tuesday Option Activity: W, TIT…

HRMY, ENPH, INVX options draw attention Tuesday

August 4, 2026, 4:03 PM EDT. Harmony Biosciences (HRMY) recorded 8,190 options contracts traded on Tuesday, representing about 96% of the stock’s typical daily volume, with most interest around the $27.50 put contract expiring Dec 18, 2026. Enphase Energy (ENPH) reported 43,732 contracts, equaling nearly 95.8% of its standard daily total, led by the $60 call expiring Dec 18, 2026. Innovex International (INVX) saw 3,012 contracts, roughly 89.6% of its average, mainly concentrated on the $35 call contract expiring Aug 21, 2026.

Notable Tuesday Option Activity: HRMY, ENP…

VTI Climbs 2% as Broadcom, NVIDIA, and Tech Names Drive Fund Ahead of AMD

August 4, 2026, 4:01 PM EDT. VTI advanced 2.0% to $381.15, with AMD surging 9.0% but making up just 6% of the fund’s total increase. Broadcom, NVIDIA, Palantir, and Micron were primary contributors to VTI’s rally, responsible for close to half of its 1.5% lift. The Philadelphia Semiconductor Index rose 5.8%, with technology comprising 42.3% of VTI’s holdings. Broader ETFs SPY and IWM also rose nearly 1.9%, while QQQ added 3.4%.

VTI’s Nearly 2% Gain Supported by Chip and…

Major Australian Companies Set to Report, Markets Brace for Sharp Price Moves

August 4, 2026, 4:00 PM EDT. Annual profit results from hundreds of leading Australian firms-including Commonwealth Bank, BHP, and CSL-are expected soon, with analysts predicting sharp volatility in share prices. Consensus estimates suggest average earnings growth of 12%; however, when mining and finance are excluded, growth falls to 2.5%. Analysts highlight a decline in earnings momentum, citing a wave of profit forecast reductions across major ASX sectors.

Big falls ahead for some of Australia's ma…

Western Digital (WDC) Q4 Results Seen Higher; AI, Data Center Needs Fuel Gains

August 4, 2026, 3:55 PM EDT. Western Digital (WDC) is due to announce fiscal Q4 earnings on August 5, with revenue projected to climb 42% to $3.7 billion and EPS forecast to almost double at $3.35. Shares remain more than 200% higher year-to-date, despite a 30% drop from their high, as strong AI infrastructure and data center demand underpin performance. Analysts forecast WDC may extend its 13-quarter streak of topping estimates with another potential earnings beat.

Buy Western Digital (WDC) Stock as Q4 Earn…

Should You Buy Microchip Stock Ahead of Q1 Results? Key Facts to Consider

August 4, 2026, 3:54 PM EDT. Microchip (MCHP) projects Q1 fiscal 2027 revenue in the $1.442B-$1.469B range, representing a 35.39% year-over-year increase, and estimates non-GAAP EPS between 67 and 71 cents. Over the past year, Q1 earnings have beaten consensus by an average of 8.72%. The company’s growth is fueled by demand from industrial, automotive, aerospace, and AI segments. Margins are forecast to strengthen, with gross margin at 62.8% and operating margin at 33.8%. Shares have gained 18% year to date, trailing some sector peers.

Buy Microchip Stock Before Q1 Earnings? He…

Hancock Whitney Finalizes Purchase of OFB Bancshares, Strengthening Florida Presence

August 4, 2026, 3:53 PM EDT. Hancock Whitney Corporation (HWC) has completed its $377.6 million deal to acquire OFB Bancshares, the parent firm of One Florida Bank, expanding its footprint in Florida with $1.7 billion in loans and $1.8 billion in deposits. The acquisition is set to drive faster earnings growth, with HWC targeting high-single-digit increases and $15.8 million in yearly cost synergies. The company projects 8-9% growth in net interest income and aims to maintain momentum through 2026-2027 in line with strategic financial goals.

Is Hancock Whitney's OFB Acquisition Set t…

DuPont Tops Q2 Forecasts but Issues Cautious Outlook as Middle East Conflict Hits Guidance

August 4, 2026, 3:52 PM EDT. DuPont reported a 4% increase in Q2 revenue to $1.82 billion, exceeding analyst expectations of $1.81 billion, while adjusted EPS surged 48% to $1.88, also above the $1.76 consensus. The company provided muted H2 guidance citing disruptions stemming from the Iran war that have impacted its clean-water technologies. CEO Lori Koch said an upswing in the water business is expected for Q4. DuPont’s concentrated push in healthcare and water is credited with driving its 17% share price rise in the year to date.

Here's why we're sticking with DuPont desp…

Hashdex Bitcoin ETF to Close as Investor Focus Shifts Away from Crypto

August 4, 2026, 3:51 PM EDT. The Hashdex Bitcoin ETF, introduced in 2022 as the inaugural Bitcoin futures ETF, will be liquidated with assets under management of $14.7 million. The move represents a notable shutdown of a U.S. spot Bitcoin product following weak ETF inflows since January 2024 as investors shift toward AI-related stocks. Bitcoin’s total market value is $1.3T, reflecting a 44% increase over five years, while gold boasts a $29T capitalization after rising 130%, underscoring the narrative around Bitcoin’s role as digital gold in the long term.

The First Spot Bitcoin ETF Is About to Shu…

Vornado Realty Trust's Series M Preferred Shares Yield Tops 7.5%

August 4, 2026, 3:50 PM EDT. On Tuesday, Vornado Realty Trust’s 5.25% Series M Cumulative Redeemable Preferred Shares (VNO.PRM) offered a yield above 7.5% as the stock traded down to $17.45. The shares feature an annualized dividend of $1.3125. At this level, VNO.PRM trades 29.92% below its liquidation preference, a steeper discount compared to the 14.42% average for the Real Estate preferred group. VNO.PRM advanced 0.9% for the session, while the company’s common shares climbed 3.3%.

Vornado Realty Trust's Series M Preferred …

Vanguard Total Stock Market ETF Seen as Strong Choice Despite Market Jitters

August 4, 2026, 3:49 PM EDT. As inflation remains elevated, interest rates climb, and uncertainty weighs on markets, the Vanguard Morningstar Total Stock Market ETF (VTI) is still viewed as a standout option. Tracking 3,531 U.S. stocks and carrying a minimal 0.03% expense ratio, with 14.53% annualized returns over the last 10 years, VTI delivers wide sector exposure to technology, industrials, and healthcare. While the fund has a notable tech component, its extensive reach helps cushion against sector-specific downturns.

If a Stock Market Crash Is Coming, I'm Loa…

ASX to Open Higher as Wall Street Hits Records on Robust Earnings

August 4, 2026, 3:48 PM EDT. The ASX is expected to open up 0.3% after a Wall Street rally saw the S&P 500 and Dow Jones reach new records, fuelled by stronger-than-forecast corporate profits. Palantir jumped 29.5% driven by revenue gains, and Caterpillar reported quarterly sales topping $20 billion. Crude declined 5.4% to $79.25 per barrel, helping calm markets. SpaceX is set to release its first quarterly earnings after the market closes.

ASX set to rise as Wall Street surges; Spa…

Rick Perry Weighs in on $4.08 Gas, Reviews Texas Data Center Pause and Tight Senate Polls

August 4, 2026, 3:47 PM EDT. Ex-Energy Secretary Rick Perry examines the economic effects as the national average gas price reaches $4.08 per gallon. Perry addresses Governor Greg Abbott’s suspension of Texas data center approvals and analyzes recent Texas Senate race polls showing a narrow race between Talarico and Paxton.

Former energy chief reveals 'real message'…

McDonald's Says Overlapping Value Meal Deals Have Led to Confusion

August 4, 2026, 3:45 PM EDT.McDonald’s said its value meal promotions have created confusion, citing the rollout of multiple offers simultaneously. The company noted the issue has affected staff and customers, underscoring the complexity of handling several overlapping promotions at once.

McDonald’s admits its value meals have bec…

Fluence Energy Set to Release Q3 2026 Results; Revenue Projected to Rise

August 4, 2026, 3:34 PM EDT. Fluence Energy (FLNC) will announce fiscal Q3 2026 results on Aug. 5, with analysts expecting a loss of 5 cents per share and revenue of $761.9 million, up 26.4% from a year earlier. Growth is supported by the Energy Storage Products & Solutions segment, which secured more than $600 million in Q3 orders and recorded a backlog of $5.6 billion, as well as the Services segment, where assets under management increased to 6.3 GW.

Fluence Energy Set to Report Q3 Earnings: …

Nifty, Sensex Diverge as New Indian Market Hours and Closing Auction Begin

August 4, 2026, 3:33 PM EDT. Divergence has emerged between the Nifty 50 and BSE Sensex after recent adjustments to market timings and the launch of a closing auction session intended to improve liquidity and support price stability. This gap reflects changes in sector performance and foreign investment flows. Exchanges are holding sessions to inform investors about the regulatory updates influencing trading dynamics.

Cotton Futures Slide as Crop Progress and Export Data Weigh

August 4, 2026, 3:32 PM EDT. Cotton futures slipped by 25 to 30 points, with October losing 129 points, after the Crop Progress report indicated that 88% of US cotton was squared and good/excellent ratings eased to 42%. June export shipments reached a 4-year peak at 1.245 million bales. The Cotlook A Index climbed 95 points to 90.80 cents, while ICE certified cotton stocks were down by 1,235 bales.

Cotton Facing Turnaround Tuesday Weakness

Corn Futures Weaken as Crude Oil Falls, Crop Ratings Dip

August 4, 2026, 3:31 PM EDT. Corn futures lost 7 to 8 cents on Tuesday, giving up Monday’s gains after crude oil tumbled by $4.30. U.S. corn crop conditions slipped 2% to 61% good/excellent, with regional performance mixed. Ethanol production climbed to a June high, and exports reached record levels. September 26 corn settled at $4.41 1/2, while nearby cash traded at $4.12 1/4. Traders reacted to the latest Crop Progress and export figures.

Wheat Futures Fall as Harvest Advances and Exports Slip

August 4, 2026, 3:30 PM EDT. Wheat futures slipped on Tuesday, with Chicago SRW down 12-14 cents, KC HRW lower by 10-12 cents, and MPLS spring wheat decreasing 9-10 cents. The USDA reported that 86% of US winter wheat is harvested and noted slight improvement in spring wheat conditions. Milling data for the quarter showed a small year-over-year decline. June wheat exports reached a three-year low at 1.473 MMT, dropping 8.49% versus May. Contracts for Sep-Dec delivery on CBOT, KCBT, and MIAX all moved down.

Soybean Futures Slide Tuesday on Softer Product Markets, Wetter Outlook

August 4, 2026, 3:29 PM EDT. Soybean futures dropped by 18 to 20 cents on Tuesday, weighed down by weaker soy products, falling crude oil prices, and expectations for wetter weather. The USDA confirmed a sale of 132,000 MT of 2026/27 soybeans to China. U.S. June soybean crush reached 217.8 mbu, marginally lower than forecasts. Soybean oil inventories declined 9.45% month-over-month but increased 10.7% from a year ago. August soybeans settled at $11.49 1/4, a decrease of 19 1/2 cents.

Live and Feeder Cattle Futures Edge Higher; Market Remains Mixed

August 4, 2026, 3:28 PM EDT.Live cattle futures added 50 to 75 cents, with cash trades reported at $232-$235. Feeder cattle futures gained between $3.65 and $4.10, as the CME Feeder Cattle Index moved up to $346.89 on July 31. USDA pegged the cattle slaughter total at 90,000 head, a drop compared to a year ago. Boxed beef prices advanced as Choice boxes increased by $2.76 to $369.49, and Select was up $1.29 to $345.74.

Lean Hog Futures Edge Higher; USDA Data Shows Mixed Signals

August 4, 2026, 3:27 PM EDT. Lean hog futures advanced by 20 to 55 cents on most contracts Tuesday, with USDA reporting the national base hog price at $99.43. June pork exports slipped 3.2% year-on-year. The USDA pork carcass cutout value rose $1.64 to $102.55, and hog slaughter posted a small increase. August 26 hog futures added $0.20 to $97.725, October futures increased $0.525 to $84.200, and December contracts moved up $0.20 to $75.550.

Teen Involved Crash Prompts Medicare Coverage Questions on Hospital Costs

August 4, 2026, 3:26 PM EDT. An older vehicle with just liability and uninsured motorist insurance was struck by a teenager in a T-bone collision. The event prompts uncertainty about Medicare’s responsibility for hospital expenses following the accident, given the absence of collision coverage.

‘My head hit the driver’s window’: A teena…

S&P 500 Eyes Breakout as Index Approaches Record; Analysts Highlight 7,620 as Key Level

August 4, 2026, 3:17 PM EDT. The S&P 500 is trading near all-time highs around 7,700, though analysts emphasize the importance of closing above the 7,620 resistance for confirmation of a breakout. Optimism is fueled by strong megacap earnings reports from Amazon and Microsoft, with technology, semiconductors, and financials seen as leading sectors. The Roundhill Magnificent Seven ETF advanced nearly 4% in August. Maintaining levels above 7,620 is seen as crucial to head off renewed equity selling pressure.

The S&P 500 is back at all-time highs, but…

Gartner Tops Q2 2026 Forecasts, Lifts 2026 EPS Guidance

August 4, 2026, 3:16 PM EDT. Gartner posted Q2 2026 earnings of $4.37 per share, exceeding analyst expectations by 15.9% and marking a 23.8% year-over-year increase. Revenue totaled $1.68 billion, 1.8% above projections. Contract value reached $5.28 billion, while Insights revenues rose 2.1% and conferences gained 15.5%. Consulting revenue dropped 8.8%. Global wallet retention improved to 98.2%, and client retention stood at 85.2%.

Gartner Q2 Earnings Beat Estimates, '26 EP…

Sandisk Q4 Results Seen Lifting on Higher Data Center and Edge Sales

August 4, 2026, 3:15 PM EDT. Sandisk (SNDK) is projected to deliver robust fiscal Q4 2026 earnings, supported by Data Center revenues climbing 85% to $2.714 billion and Edge segment revenues rising 20% to $4.396 billion. Increased investments in AI infrastructure and stronger enterprise SSD demand underpin data center gains, while growth in AI PCs and premium smartphones strengthens the edge segment. Even with ongoing rivalry from Micron, Seagate, and SK Hynix, Sandisk maintains a Zacks Rank #1 (Strong Buy) ahead of its August 5 earnings announcement.

Can Strong Data Center & Edge Boost SNDK's…

SpaceX Shares Slide Almost 40% Ahead of Earnings; Analysts Weigh in on Dip Buying

August 4, 2026, 3:13 PM EDT. SpaceX stock is down nearly 40% from its post-IPO peak as the market anticipates the company’s inaugural earnings release. Analysts say investors considering buying on the dip should focus on long-term fundamentals over short-term movements. If the drop reflects strong fundamentals, there may be opportunity; if it signals weaker fundamentals, further losses could follow. Investors are urged to evaluate earnings, cash flow, and debt carefully before making decisions.

SpaceX is down nearly 40% ahead of Tuesday…

Novo Nordisk ADR Drops 6.8% After Beating Q2 Estimates; Copenhagen Stock Rises

August 4, 2026, 3:12 PM EDT. Novo Nordisk’s ADR shed 6.8% even as Q2 adjusted operating profit topped forecasts by 16.2% to reach DKK 33.389 billion. Meanwhile, shares in Copenhagen advanced 1.75%. Weekly prescriptions for Wegovy tablets surpassed 265,000. Pipeline impairments not involving cash came to DKK 6.3 billion. The company increased its 2026 adjusted sales and profit guidance midpoint by 5 percentage points, underscoring the market’s complex response.

Novo Nordisk (CPH:NOVO-B; NYSE:NVO) ADR dr…

Chipotle Shares Slide 7.7% as Salmonella Inquiry Raises Traffic Fears

August 4, 2026, 3:11 PM EDT. Chipotle NYSE:CMG stock retreated 7.7% to $34.59, wiping out $3.6 billion in market capitalization following a Salmonella Javiana investigation connected to a batch of jalapeños. Minnesota authorities confirmed 110 infections, with 89% of those interviewed having eaten at Chipotle locations. Despite achieving a 9.3% year-on-year revenue rise to $3.349 billion in Q2 and reporting 2.2% growth in comparable store sales, investor concern over customer traffic and reputation pressured the stock lower, while Cava and Yum Brands advanced.

Chipotle (NYSE:CMG) Stock Sheds Gains From…

S&P 500, Dow Set New Highs on Hopes for Iran Conflict Resolution

August 4, 2026, 2:59 PM EDT. The S&P 500 and Dow Jones Industrial Average climbed to new record levels as confidence grew around a possible agreement to resolve the Iran conflict. Optimism about diplomatic breakthroughs helped lift the major U.S. indexes, with investors betting that easing geopolitical risks would support further market gains.

Stock market today: S&P 500, Dow hit recor…

Novo Nordisk Slides Over 6% Following Mixed 2026 Wegovy Outlook

August 4, 2026, 2:58 PM EDT. Shares of Novo Nordisk dropped more than 6% in U.S. trading after the company lifted its 2026 guidance but projected adjusted sales to be between down 6% and unchanged, noting impacts from U.S. prescription trends, competition, and pricing. Second-quarter sales were up 3% at $12.09B, with Wegovy pill revenue at 3.22 billion kroner, narrowly missing forecasts. Adjusted operating profit increased 11% to 33.39 billion kroner, as Novo Nordisk continues to compete with Eli Lilly’s lead in the GLP-1 segment.

Novo Nordisk shares slide after guidance d…

Insider Buying: Boston Scientific, Columbus McKinnon Executives Purchase Shares

August 4, 2026, 2:57 PM EDT. Boston Scientific Director Edward J. Ludwig acquired 5,000 shares at $45.48 apiece for $227,400, as shares climbed 0.7%. Columbus McKinnon CFO John R. Linker bought 7,500 shares for $19.67 each, a total of $147,525, with the stock advancing about 7.7% on Tuesday. These insiders are now showing gains of 8.2% and 11.0% respectively, according to intraday highs.

Tuesday 8/4 Insider Buying Report: BSX, CM…

Sugar Markets Gain as Analysts Warn of Global Supply Deficit in 2026/27

August 4, 2026, 2:56 PM EDT. October contracts for NY world sugar and London white sugar climbed to multi-week peaks, as updated forecasts signaled a global sugar shortfall for 2026/27. Analysts at Covrig Analytics, Green Pool, and StoneX raised their deficit outlooks amid worries about below-average monsoon rainfall in India and the effects of El Niño on key producers including India, Brazil, and Thailand. Sugar output in Brazil has slipped 2% with more production diverted to ethanol, heightening supply concerns.

Sugar Prices Supported by the Outlook for …

Social Security COLA 2027 May Boost Yearly Benefits by $63 Billion

August 4, 2026, 2:55 PM EDT. A projected 3.8% rise in the 2027 Social Security cost-of-living adjustment (COLA) could result in an additional $63 billion paid out annually, $16.6 billion above the 2026 gain. Retired workers are expected to see an average monthly benefit increase of around $79. The actual COLA will be determined based on inflation figures through the third quarter, with particular attention on essential household expenses such as housing, food, and healthcare.

Social Security COLA 2027: 3.8% Rise Could…

S&P 500 Sets Record as Valuation Indicators Send Conflicting Signals

August 4, 2026, 2:54 PM EDT. The S&P 500 climbed to a new record on Tuesday, creating a paradox as shares appear both expensive and cheap. While the index reached an all-time high, standard valuation metrics that usually suggest caution now point to a buying opportunity, underlining the market’s complicated conditions.

These charts suggest the S&P 500 is lookin…

S&P 500 Reaches New High as Oil Slumps; AI Valuations Diverge

August 4, 2026, 2:53 PM EDT. The S&P 500 and Dow close at new records following a 5% decline in Brent crude to $79.44, reducing inflation worries. Palantir Technologies and Caterpillar show a sharp contrast in AI valuations, with similar market caps at around $422.5 billion and $411.8 billion, but sales multiples of 51.8x and 5.0x. Palantir reports 93% revenue growth, while Caterpillar posts a 24% sales increase, reflecting varied AI strategies amid an overall market surge.

S&P 500 Hits Record as Oil Relief Exposes …

UiPath Shares Rise 5.7% in AI Rally Despite Slower ARR Outlook

August 4, 2026, 2:52 PM EDT. UiPath NYSE:PATH stock climbed 5.7% to $13.80 alongside a surge in AI-related equities, after Palantir reported a 93% jump in quarterly revenue. For Q2, UiPath projects sequential ARR growth of $30.5 million, marking a 38% slowdown from Q1, while the company’s second-half full-year ARR goal stands at $129 million. Despite outperforming other workflow companies, UiPath trades at a revenue multiple of 4.1x, well below Palantir’s 51.7x.

UiPath (NYSE:PATH) stock gains nearly 6% a…

Big Tech May Build on Gains After ‘Momentum Shock’

August 4, 2026, 2:37 PM EDT. Société Générale says solid earnings from leading technology firms and strengthening AI investment patterns could drive further upside for Big Tech shares.

Big Tech Stocks Could Extend Rally After ‘…

US Moves Toward Ban on Chinese Datacenter Parts to Shield AI Sector

August 4, 2026, 2:36 PM EDT. The Trump administration is preparing a proposed ban on US imports of Chinese datacenter components, focusing on optical transceivers essential for fiber-optic data transmission. The effort is intended to curb China’s swift progress in AI and datacenter technology and tackle security risks related to possible data theft or interference. The FCC is expected to unveil the proposal later this year, following similar steps such as prohibiting Chinese-made humanoid robots, as US-China technology disputes intensify.

Trump administration reportedly drafting b…

SanDisk Shares Jump More Than 5% Pre-Market Before Q4 Results

August 4, 2026, 2:22 PM EDT. SanDisk ($SNDK) shares climbed more than 5% in pre-market trade, extending a 13.5% gain over the past five sessions. Investors are closely watching the company’s upcoming Q4 earnings report, which could be a key driver for the stock’s next move.

SNDK Stock Price Rallies Ahead of Q4 Earni…

Semiconductor Stocks Boost S&P 500 to All-Time High, Led by Marvell, Sandisk, SK Hynix

August 4, 2026, 2:21 PM EDT.Semiconductor shares climbed sharply as the PHLX Semiconductor Index (SOXX) advanced more than 6%, helping propel the S&P 500 to an all-time high. Standout gains came from Micron Technology (8%), SK Hynix (6%), Marvell Technology (14%), Nvidia (2%), AMD (7%), and Intel (10%). Marvell announced new AI-focused products at the Flash Memory Summit 2026, and anticipation is building ahead of AMD’s quarterly report. The upswing stands in contrast to recent turbulence sparked by concerns over AI spending and pressure from Chinese competitors.

Marvell, Sandisk, SK Hynix lead semiconduc…

SK hynix ADR Surges 6.4% With 37.5% U.S. Premium as Analysts Issue Buys

August 4, 2026, 2:20 PM EDT. Shares of SK hynix’s Nasdaq ADR climbed 6.39% to $151.84, representing a 37.5% premium versus its Seoul-listed shares (₩1.577 million) when adjusted for currency and the share ratio. The Korean stock closed 0.64% higher. Six U.S. brokerages started buy or equivalent-rated coverage, assigning targets between $240 and $320. Even after SK hynix’s DRAM market share slipped by 13 points to 26%, optimism prevails among U.S. investors, who face few opportunities for arbitrage.

SK hynix (KRX:000660) ADR Soars, U.S. Prem…

S&P 500, Dow Set Records as Earnings Jump, Oil Falls

August 4, 2026, 2:19 PM EDT. The S&P 500 climbed almost 2% and approached its record high, with the Dow advancing 1,017 points on robust corporate profit reports. Palantir jumped 30.2% following strong revenue figures, Caterpillar’s quarterly sales surpassed $20 billion, and McDonald’s beat profit expectations. S&P 500 earnings per share are expected to rise 50% year-over-year, marking the biggest gain since 2021. The rally was further supported as oil prices dropped to $79.19/barrel.

S&P 500 rises 2%, Dow jumps 1,000 points a…

Schwab: Bullish Mood Among Retail Investors Strengthens

August 4, 2026, 2:18 PM EDT. Schwab reports retail investors are showing a marked increase in bullish sentiment about the market. The CFP Board similarly finds that investor sentiment improved during the third quarter, underscoring heightened optimism from individual investors.

Retail Investors Just Got a Lot More Bulli…

Novo Nordisk Shares Slide 6% on Unexpected Early Q2 Results Release

August 4, 2026, 2:09 PM EDT. Novo Nordisk stock slid 6% on Tuesday as the pharmaceutical firm known for obesity therapies surprised investors by posting its second-quarter earnings ahead of schedule.

Novo Dives 6% After Its Surprise Earnings …

Douglas Dynamics (PLOW) Slides 8% as Q2 Revenue Falls Short of Projections

August 4, 2026, 2:08 PM EDT. Shares of Douglas Dynamics NYSE:PLOW dropped 8% after reporting Q2 revenue of $214.6 million, below expectations of $219.5 million. Adjusted EPS of $1.22 topped forecasts, with sales up 10.5% from a year earlier, but the revenue shortfall weighed on sentiment. The company lifted its full-year guidance for sales and earnings. Shares are now down 23.7% from the 52-week high of $54.20, last trading at $41.34.

Douglas Dynamics (PLOW) Stock Trades Down,…

Autonomix Medical NASDAQ:AMIX Shares Soar Nearly 400% After Patent Update Confirmed for 2025

August 4, 2026, 2:07 PM EDT. Autonomix Medical NASDAQ:AMIX stock jumped 398.5% to $18.20 on August 4, 2026, after the company reported a patent update involving its cancer-neuromodulation technology, which was granted on October 7, 2025. The share spike boosted its market capitalization by $14.1 million, with trading volume surging to 25.3 times the norm. Series D warrants covering 857,462 shares were also issued, with potential proceeds of $4.9 million if exercised.

Autonomix Medical (NASDAQ:AMIX) Shares Sur…

Cocoa Eases After Rally, Hit by Technical Selling and Overbought Signals

August 4, 2026, 2:06 PM EDT. Cocoa prices retreated as September ICE NY cocoa lost -0.37% and London cocoa #7 fell -0.93%, pulling back from recent 2.5-week peaks. Over the previous three sessions, cocoa surged by more than +15%, pushing into overbought territory that sparked technical selling. Market worries persist, with Ghana’s crop outlook reduced to 450,000-550,000 MT for 2026/27 and global supplies increasing, as ICE inventories reached a two-year high of 3.38 million bags.

Cocoa Prices Slip as Overbought Conditions…

Palantir, Amazon, SpaceX, Sandisk, Snap among top movers at midday

August 4, 2026, 2:04 PM EDT.Aptiv shares slid 17% after the company reduced its 2026 revenue projection to roughly $12.7 billion. NRG Energy dropped 15% as second-quarter earnings came in below forecast at $1.49 a share. The VanEck Semiconductor ETF climbed 5%; AMD rose 8%, and Astera Labs advanced 11%. Gartner rallied 18% on an earnings beat and an increased 2026 outlook of $14 per share. Zebra Technologies jumped 22% following robust results and improved guidance. SpaceX added 6% with earnings in focus. AI infrastructure shares advanced amid speculation over a China component ban. Amazon declined 2% after Jeff Bezos moved to sell $4.1 billion worth of shares. Memory stocks outperformed, with Sandisk up 10% and Micron gaining 8%. McDonald’s edged 1% higher following an earnings beat.

Stocks making the biggest moves midday: Pa…

Oil Slides as US-Iran Strait of Hormuz Talks and Rising Russian Exports Weigh

August 4, 2026, 2:02 PM EDT.September WTI crude oil declined 4.72% to touch a 3-week low, while RBOB gasoline shed 4.05%, marking a 4.75-month low for nearby futures. The drop followed market optimism about a potential US-Iran agreement to reopen the Strait of Hormuz and higher Saudi shipments through the Red Sea. Ample Chinese crude imports and an increase in Russian oil exports-despite continued Ukrainian strikes on Russian energy sites-added further pressure.

Crude Oil Prices Slump on Hopes of a Deal …

Hospital & Medical Practitioners, Oil & Gas Exploration & Production Shares Among Tuesday's Biggest Decliners

August 4, 2026, 2:01 PM EDT. Hospital & medical practitioners stocks slid roughly 2.9% on Tuesday, with AdaptHealth tumbling 39.8% and Alignment Healthcare off 6.1%. Shares in the oil & gas exploration & production group lost about 1.5%, as Kosmos Energy declined 6.3% and Vermilion Energy shed 5%.

Tuesday Sector Laggards: Hospital & Medica…

Semiconductors and Computer Peripherals Outperform as Leading Sectors Tuesday

August 4, 2026, 2:00 PM EDT. Semiconductor stocks led sector gains on Tuesday, climbing 6.2%, led by Applied Optoelectronics, which rose 21.4%, and POET Technologies, up 15.6%. Computer peripherals followed, advancing 5.1%, driven by Silicom with an 11.6% rise and Lantronix up 7.9%. Both sectors displayed marked relative strength during the session.

Tuesday Sector Leaders: Semiconductors, Co…

Mode Mobile Leads Deloitte Rankings; Pre-IPO Shares Available at $0.52

August 4, 2026, 1:59 PM EDT. Chicago-based Mode Mobile, a pre-IPO smartphone technology company, has been ranked #1 in North America by Deloitte and is making shares available to retail investors at $0.52 via a Reg A+ offering that ends August 14. The company reports 490 million users, features its proprietary EarnOS platform that powers “EarnPhones,” and projects pro-forma EBITDA of $11.8 million for 2025. Mode Mobile is targeting the $1 trillion market, with anticipated 2027 revenue of $200 million and $78 million EBITDA, signaling profitable growth and an expanding international footprint.

The Pre-IPO Smartphone Company That Deloit…

AMGN Stands Out in Dow Analyst Ratings

August 4, 2026, 1:58 PM EDT.Amgen holds the #21 spot in analyst rankings among the Dow Jones 30 components and is positioned at #355 across the S&P 500. The stock has risen 12.9% since the start of the year, marking solid sector performance.

Kimberly-Clark, Westlake Chemical, Eagle Materials, Robert Half, Western Union, Northern Oil & Gas issue dividend declarations

August 4, 2026, 1:57 PM EDT.Kimberly-Clark (KMB) reported a $1.28 quarterly dividend to be paid on October 2, 2026, continuing its 92-year record and 54-year streak of dividend increases. Westlake Chemical Partners (WLKP) set its $0.4714 distribution for August 28, 2026. Eagle Materials (EXP) scheduled a $0.25 dividend with payment on October 13, 2026. Robert Half (RHI) confirmed a $0.59 dividend payable September 15, 2026. Western Union (WU) approved a $0.235 dividend to be distributed September 30, 2026. Northern Oil and Gas (NOG) announced a $0.45 dividend with payment scheduled for October 30, 2026.

Daily Dividend Report: KMB,WLKP,EXP,RHI,WU…

FTXL Rises, UTES Drops in Tuesday ETF Trading

August 4, 2026, 1:56 PM EDT. The First Trust Nasdaq Semiconductor ETF (FTXL) climbed roughly 7.3% on Tuesday, supported by gains in Coherent, up 15.1%, and Advanced Energy Industries, up 14.1%. In contrast, the Virtus Reaves Utilities ETF (UTES) fell about 1.9%, weighed down by a 15% fall in NRG Energy and a 6.9% decline in Vistra.

GMO International Value ETF (GMOI) Sees Surge in Trading Volume on Tuesday

August 4, 2026, 1:55 PM EDT. Trading volume in the GMO International Value ETF (GMOI) surged on Tuesday, reaching 1.6 million shares, sharply exceeding its three-month average of 81,000. Among notable holdings, Ericsson advanced 2.2% with 4.4M shares traded, while Natwest Group slipped 0.9% on 3.1M shares. BHP Group posted the biggest rise, gaining 4.5%, as Equinor dropped 2.2%.

Tuesday Options Highlights: ANET, CVX, APTV Stand Out

August 4, 2026, 1:54 PM EDT.Significant options activity was recorded Tuesday among S&P 500 names: Arista Networks (ANET) saw 31,847 options contracts change hands, equaling about 3.2 million shares or 42.8% of its daily average. Chevron (CVX) options volume totaled 32,172 contracts, also around 3.2 million shares and 42.5% of the average, with notable trades in $180 strike puts. Aptiv (APTV) logged 10,162 contracts, about 1 million shares, representing 41.6% of its daily average, highlighted by interest in $70 calls expiring January 2027.

Notable Tuesday Option Activity: ANET, CVX…

MCD, UNH, WMB drive S&P 500 options volume Tuesday

August 4, 2026, 1:53 PM EDT. S&P 500 options trading saw significant volume on Tuesday, with McDonald’s Corp (MCD) activity at 35,826 contracts (equal to 3.6M shares), focused on the $280 call expiring August 2026. UnitedHealth Group (UNH) registered 34,560 contracts (3.5M shares), led by trading in the $390 put also expiring August 2026. Williams Cos (WMB) topped with 40,039 contracts (4M shares), notably in the $64 put expiring September 2026.

Noteworthy Tuesday Option Activity: MCD, U…

Tuesday's Unusual Option Volume: JCI, HPE, FCX

August 4, 2026, 1:52 PM EDT.Johnson Controls International (JCI) posted 20,038 contracts traded, equating to 2.0 million shares or 57.3% of its typical daily volume; activity on the $160 strike call for August 21, 2026 accounted for 10,064 contracts. Hewlett Packard Enterprise (HPE) recorded 95,272 contracts, translating to 9.5 million shares and 55.5% of the average daily volume; the $60 strike call maturing August 14, 2026 saw 7,550 contracts. Freeport-McMoRan (FCX) reported 67,583 contracts for 6.8 million shares, approximately 45.5% of its average daily volume; the $67 strike call expiring August 07, 2026 hit 12,098 contracts.

Noteworthy Tuesday Option Activity: JCI, H…

Coffee Futures Climb After Rain Predicted in Brazil's Minas Gerais

August 4, 2026, 1:51 PM EDT.September Arabica coffee (KCU26) gained +0.91% and September ICE Robusta (RMU26) rose +1.64%, boosted by short covering after forecasts for rain in Brazil’s main coffee-producing region, Minas Gerais, sparked worries over potential harvest setbacks. The nation’s 2026/27 crop is progressing more slowly compared to last year and the five-year norm. Robusta is pressured by growing inventories, while arabica stocks have decreased to their lowest in 2.5 years. The USDA expects record global coffee production (+6.0%), but uncertainties linked to El Niño continue to support prices.

Coffee Prices Climb on Unexpected Rain For…

Caterpillar Lifts 2026 Sales Outlook After AI-Driven Q2 Results Top Forecasts

August 4, 2026, 1:50 PM EDT. Caterpillar raised its 2026 sales growth outlook following stronger-than-expected Q2 profits, as AI data center projects fueled demand. Quarterly revenue climbed 24% to $20.54 billion, with construction division sales advancing 35%, led by a 50% surge in North America. Orders stood at $9.4 billion and backlog at $72.1 billion. Adjusted earnings per share reached $8.17, beating the $6.20 estimate. Shares rose as much as 12%, pushing the Dow Jones higher.

Caterpillar raises 2026 sales growth forec…

NRG Energy NYSE:NRG tumbles 15.5% as LS Power costs weigh on EBITDA improvement

August 4, 2026, 1:49 PM EDT. Shares in NRG Energy dropped 15.5% to $117.00 after second-quarter adjusted EPS came in at $1.49, below the consensus of $1.70. EBITDA climbed by $308 million on a 33.9% revenue rise to $7.48 billion, but gains were curbed because of higher interest and depreciation expenses. NRG boosted capacity to 25 GW via its LS Power deal and kept its 2026 targets unchanged, though stronger second-half results are needed, with adjusted EPS set to nearly double to $5.92.

NRG Energy (NYSE:NRG) shares drop, LS Powe…

JetBlue NASDAQ:JBLU Reaches 52-Week Peak as Oil Prices Fall

August 4, 2026, 1:48 PM EDT. JetBlue NASDAQ:JBLU jumped 5.9% to $6.60, touching a 52-week high of $6.62 after Brent crude dropped 3.9% to $80.47 on indications of U.S.-Iran talks. Shares are up 21.5% since July 27. The carrier’s costs react strongly to fuel, with each 10-cent swing in fuel prices affecting yearly spending by around $86 million-about 3.5% of JetBlue’s $2.49 billion market capitalization. Second-quarter revenue rose by 14.5%, while fuel costs soared 80.7%, increasing the net loss to $247 million.

JetBlue (NASDAQ:JBLU) Shares Reach 52-Week…

Procter & Gamble Agrees $3.8 Billion Thorne Deal, Paying Nearly Six Times 2026 Revenue

August 4, 2026, 1:47 PM EDT.Procter & Gamble (PG) has agreed to acquire Thorne for $3.8 billion, representing nearly 5.8 times Thorne’s estimated 2026 sales of $650 million. The deal is targeted for completion later in 2026, subject to regulatory clearance. Upon closing, Thorne will account for about 0.75% of P&G’s overall revenue and roughly 5.2% of its Health Care segment sales, underscoring foreseen 31% compound annual growth from 2023 through 2026. Shares of P&G rose 1.29% to $146.84 on the announcement.