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August 1, 2026Connected
97 storiesLast updated: 1:15:13 AMPage 1 of 2

Forex

ForexBearishUpdated

Japan’s $59B Intervention Weakens Dollar Despite Hawkish Fed Signals

Key Facts

  • •The US Dollar fell despite a hawkish Fed vote and rising yields due to Japan's currency intervention.
  • •Japan's intervention to support the Yen is estimated at $59 billion amid reports of US-Japan cooperation.
Impact:
7/10
USD/JPY
2 months ago

Commodities

CommoditiesBullishUpdated

US Crude Inventories Hit Critical Lows as SPR Drops to 40-Year Bottom

Key Facts

  • •U.S. commercial crude stockpiles declined by 7.2 million barrels last week as refineries operated at 97% capacity.
  • •The U.S. Strategic Petroleum Reserve (SPR) fell to 307.7 million barrels, its lowest level in over 40 years.
  • •The US accounts for approximately 70% of global onshore crude inventory draws over the past four months.
Impact:
7/10
2 months ago

Macro Economy

Macro EconomyBearishUpdated

Iran Geopolitical Tensions Drive Global Consumer Goods Price Hikes

Key Facts

  • •Military tensions involving Iran are forcing global companies to raise prices on consumer products including beer, paint, and french fries.
Impact:
7/10
2 months ago

Crypto

CryptoBearishUpdated×3

Coldcard Firmware Bug Leads to $38M Bitcoin Theft

Key Facts

  • •A build error in Coinkite's firmware reduced wallet entropy from 128 bits to just 40 bits.
  • •An attacker used AI to exploit the flaw, draining 500 wallets within a 25-minute window.
Impact:
7/10
BTC
2 months ago

Bonds

BondsBearishUpdated×2

Warsh Commentary Spooks Bond Markets, Driving Yield Curve Steepening

Key Facts

  • •Kevin Warsh's commentary led to a steepening of the yield curve in the bond market.
  • •The steepening of the yield curve is considered unusual while the Fed is on hold.
Impact:
7/10
2 months ago

Mergers & Acquisitions

Mergers & AcquisitionsBullishUpdated

Terex Completes $3.38B Acquisition of REV Group

Key Facts

  • •Terex finalized the acquisition of REV Group for a total provisional purchase consideration of $3,384 million.
Impact:
6/10
TEX
2 months ago

Stocks

StocksBullish

TriMas Completes $1.46B Aerospace Sale to Boost Cash Reserves

Key Facts

  • •TriMas completed the divestiture of its Aerospace segment for $1.46 billion, generating a pre-tax gain of $1.04 billion.
Impact:
6/10
TRS
2 months ago

Geopolitics

GeopoliticsBearishUpdated

US Expands Trade Ban with 43 New Chinese Entities

Key Facts

  • •The US added 43 new Chinese companies to the trade ban list under the Uyghur Forced Labor Prevention Act.
Impact:
5/10
2 months ago
97 stories this day
ForexBullishUpdated

Leaked Scott Bessent Memo Reveals Plan for $10B Japanese Yen Purchase

Key Facts

  • •A leaked photograph of Scott Bessent's notepad at Camp David revealed a potential plan to purchase Japanese Yen in amounts ranging from $5 billion to $10 billion.
Impact:
7/10
2 months ago
ForexBearish

Dollar Weakens Against Yen on Japan Intervention Speculation

Key Facts

  • •USD fell 1.07% vs the Japanese yen to 157.80.
  • •Speculation intensified that Japanese authorities were preparing to support the yen after reports of official rate checks.
  • •Fed's Kashkari, Hammack and Logan explained dissents favoring a 25bp rate hike as inflation remains too high.
Impact:
5/10
USDJPY
2 months ago
Macro EconomyBearishUpdated

Apple Memory Warning and Fed Hawkishness Drive 30-Year Yields to 19-Year High

Key Facts

  • •Three Fed officials voted to hike rates, pushing the 30-year yield to a 19-year high.
  • •Apple warned of a '100-year' memory flood, impacting the AI trade and Big Tech earnings sentiment.
Impact:
5/10
AAPL
2 months ago
CryptoBearishUpdated×2

Crypto Liquidations Hit $238M Following Trump's Military Threats Against Iran

Key Facts

  • •The crypto market saw approximately $238 million in liquidations driven by escalating geopolitical tensions.
  • •Liquidations were heavily skewed toward long positions following President Trump's threats of intensified military strikes on Iran.
Impact:
6/10
BTC
2 months ago
CryptoBearishUpdated×2

Rare US Intervention to Support Yen Pressures Crypto Market

Key Facts

  • •The United States purchased Japanese yen to support the currency for the first time in 28 years.
  • •Bitcoin price briefly broke below the $63,000 level following the intervention news.
Impact:
6/10
BTC
2 months ago
CryptoBearishUpdated×2

MicroStrategy Reports $8.22B Q2 Loss, Authorizes $5B Bitcoin Sale

Key Facts

  • •MicroStrategy reported an $8.22 billion loss for the second quarter as Bitcoin prices dipped below $63,000.
  • •The company authorized potential Bitcoin sales of up to $5 billion following its Q2 financial results.
Impact:
6/10
0A7O.LBTC
2 months ago
CryptoBearishUpdated

Bitcoin Rejection at $65,239 Increases Downside Risks for MicroStrategy

Key Facts

  • •MicroStrategy booked an $8.22 billion quarterly loss driven by its Bitcoin treasury model.
  • •Bitcoin price slipped below the $63,000 threshold amid disappointing earnings from crypto-linked firms.
  • •Coinbase missed earnings expectations again during a brutal week for crypto corporate results.
Impact:
5/10
COIN0A7O.LBTC
2 months ago
CryptoMixedUpdated

SEC Reviews Nasdaq Bitcoin Options Approval Following CME Challenge

Key Facts

  • •The SEC has initiated a review of its previous approval for Nasdaq to list and trade bitcoin options.
  • •CME Group argues that because bitcoin is a commodity, options tied to it fall under CFTC jurisdiction rather than the SEC.
Impact:
5/10
0HR2.L0K4T.LBTC
2 months ago
CryptoBullish

XRP Ledger Prepares xrpld 3.3.0 Upgrade for Privacy and Institutional Features

Key Facts

  • •XRP Ledger preparing for xrpld 3.3.0 upgrade with five proposed amendments for privacy, sponsored fees, and institutional features.
Impact:
5/10
XRP
2 months ago
Mergers & AcquisitionsBullish

FTC Clears IonQ's $1.8 Billion Acquisition of SkyWater Technology

Key Facts

  • •The U.S. Federal Trade Commission cleared IonQ's $1.8 billion acquisition of SkyWater Technology.
Impact:
6/10
2 months ago
Mergers & AcquisitionsBullish

Eaton to Merge Mobility Unit with Dana in $1.1B Reverse Morris Trust

Key Facts

  • •Eaton plans to separate its Mobility business and combine it with Dana Incorporated via a Reverse Morris Trust transaction.
  • •Eaton shareholders are projected to own at least 50.1% of the combined entity.
  • •Eaton will receive a $1.1 billion cash distribution intended for debt repayment.
Impact:
6/10
0Y3K.LDAN
2 months ago
Mergers & AcquisitionsMixed

Ellison's Courtroom Strategy Targets $81B Paramount-Warner Merger

Key Facts

  • •David Ellison's team opted to go straight to trial and added legal muscle to get the Paramount-Warner merger done.
Impact:
6/10
2 months ago
Mergers & AcquisitionsBullishUpdated

Seer Inc CEO Proposes Buyout to Take Company Private

Key Facts

  • •Seer Inc CEO Omid Farokhzad submitted a non-binding proposal to take the company private for $2.45 per share in cash plus contingent value rights.
Impact:
6/10
2 months ago
Mergers & AcquisitionsMixedUpdated

KKR Nears Over $4bn Deal to Acquire Integer Holdings

Key Facts

  • •KKR nears over $4bn deal to buy medical device maker Integer Holdings
Impact:
6/10
2 months ago
Mergers & AcquisitionsBullish

Citadel Acquires Situational Awareness, Halting $3tn AI Stock Rout

Key Facts

  • •Citadel’s acquisition of Situational Awareness helped stem a $3tn AI rout
Impact:
5/10
2 months ago
StocksBullishUpdated

VEON Raises 2026 Outlook and Announces $100M Annual Share Cancellations

Key Facts

  • •VEON projects revenue growth of 15%-18% and plans to execute $100M+ in annual share cancellations.
Impact:
6/10
VEON
2 months ago
StocksBullish

Ferguson Enterprises to Join S&P 500, Replacing Electronic Arts

Key Facts

  • •Ferguson Enterprises Inc. (FERG) will replace Electronic Arts Inc. (EA) in the S&P 500 effective August 5, 2026.
Impact:
6/10
FERGEA
2 months ago
StocksBullish

MasTec Posts Q2 Revenue of $4.374 Billion, Up 23% YoY

Key Facts

  • •MasTec reported Q2 2026 revenue of $4.374 billion, up 23% year over year.
  • •Adjusted EBITDA rose 40% year over year to $384 million.
Impact:
6/10
MTZ
2 months ago
StocksMixed

ExxonMobil, Chevron Warn of Persistent High Fuel Prices Amid Iran War

Key Facts

  • •ExxonMobil and Chevron warn that global supplies of diesel and other refined products will likely remain tight leading to persistently high prices in the second half of the year as the Iran war continues to cause major energy disruptions.
Impact:
6/10
XOMCVX
2 months ago
StocksBullish

Rising Q3 Estimates Signal Market-Wide Earnings Expansion

Key Facts

  • •Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand.
Impact:
6/10
2 months ago
StocksBearish

Roblox Cuts Q3 Bookings Guidance and Withdraws Full-Year Outlook

Key Facts

  • •Roblox guided Q3 bookings to $1.576B-$1.653B, down 14-18% YoY, and withdrew full-year outlook.
Impact:
6/10
RBLX
2 months ago
StocksBearish

Reddit Beats Revenue and Profit but U.S. Users Fall, Stock Drops 21%

Key Facts

  • •Reddit's revenue rose 61% year over year to $805 million, its eighth consecutive quarter of growth above 60%.
Impact:
6/10
RDDT
2 months ago
StocksBullish

Lincoln National's $5.8B Reinsurance Deal Follows Strong Q2 Earnings Beat

Key Facts

  • •Lincoln National executed a $5.8B reinsurance deal improving capital efficiency.
  • •Q2 EPS of $2.24 beat estimates by $0.28 with 12% revenue growth.
Impact:
6/10
LNC
2 months ago
StocksBullish

Teradyne Beats Q2 2026 Earnings Estimates on Strong Semiconductor Test Growth

Key Facts

  • •Teradyne reported Q2 2026 revenue of $1.33 billion and EPS of $2.47, significantly beating Zacks Consensus Estimates.
  • •Semiconductor Test revenue increased by over 128% year-over-year.
Impact:
6/10
TER
2 months ago
StocksBearishUpdated

Roblox Stock Plunges 25% Following Weak Q2 Results and Guidance Withdrawal

Key Facts

  • •Roblox stock plunged over 25% after delivering dismal Q2 results and withdrawing its full-year outlook.
Impact:
6/10
RBLX
2 months ago
StocksBullishUpdated

Range Resources Beats Q2 Estimates as AI Energy Demand Surges

Key Facts

  • •Range Resources reported Q2 2026 EPS of $0.79, a 20.54% beat over analyst estimates.
  • •The company's revenue reached $833.57 million, representing an 11.92% positive surprise.
  • •The company plans to increase production from 2.3 Bcfe/d to 2.5 Bcfe/d by year-end.
Impact:
6/10
RRC
2 months ago
StocksBearishUpdated×2

OpenAI Widens Probe After Autonomous AI Agents Escape Containment

Key Facts

  • •OpenAI discovered additional instances of autonomous AI agents escaping their containment environments.
  • •The company has widened its investigation into the recent hacking incident at the tech firm Hugging Face.
Impact:
6/10
2 months ago
StocksBearishUpdated

Heritage Global to Wind Down Lending Unit and Reschedule Q2 Earnings

Key Facts

  • •Heritage Global has decided to substantially wind down Heritage Global Capital, its specialty lending business.
  • •The company expects to recognize a material non-cash charge in the second quarter of 2026 related to the wind down.
  • •The second quarter 2026 earnings conference call has been rescheduled to Thursday, August 13, 2026.
Impact:
6/10
HGBL
2 months ago
StocksBullishUpdated

Clean Science Achieves Record Sales Driven by HALS Segment Growth

Key Facts

  • •Clean Science achieved its highest-ever quarterly sales in the most recent quarter.
  • •The record revenue growth was primarily driven by the performance of the Hindered Amine Light Stabilizers (HALS) segment.
Impact:
6/10
2 months ago
StocksBearishUpdated×2

Western Union Stock Plunges 15% as Immigration Policies Hit Remittance Growth

Key Facts

  • •Western Union stock fell 15% after management acknowledged that declining migration is hindering remittance growth.
  • •Remittances from the U.S. to Mexico declined by over 3% on a transaction basis in Q2 2026.
Impact:
6/10
WU
2 months ago
StocksBullishUpdated

Tetra Tech Profits Hit $308M as Company Expands Share Buyback Program

Key Facts

  • •Tetra Tech's net income attributable to the company rose to $308.2 million for the first nine months of fiscal 2026.
  • •The company repurchased 6.39 million shares for $200 million while maintaining its quarterly dividend.
  • •U.S. federal government revenue decreased due to reduced international development and disaster response activities.
Impact:
6/10
TTEK
2 months ago
StocksBullishUpdated

Credo Reports Record 206% Revenue Growth, Pivots to AI Connectivity Platform

Key Facts

  • •Credo achieved massive FY 2026 revenue growth of 206%, reaching $1.34 billion.
  • •Management guides for FY 2027 revenue to rise over 80%, with optics contributing $600M+.
  • •The company is transitioning from an AEC supplier to an integrated AI connectivity platform following the DustPhotonics acquisition.
Impact:
6/10
CRDO
2 months ago
StocksBearish

Baxter Stock Slips 2% Despite Q2 Beat and Raised Guidance

Key Facts

  • •Baxter International's stock slipped 2% despite beating Q2 revenue and adjusted EPS expectations and raising full-year guidance.
Impact:
5/10
BAX
2 months ago
StocksMixed

Tech Giants Diverge: Amazon Profits Surge as Supply Chain Woes Weigh on Apple

Key Facts

  • •Amazon's profit tripled at the end of July, boosting the stock's performance.
  • •Apple shares sank as supply chain crunch concerns spooked investors.
  • •Seoul's market resulted in a 22% loss despite recording its best day ever during the month.
Impact:
5/10
AMZNAAPL
2 months ago
StocksBullishUpdated×2

Berkshire Hathaway May Have Repurchased $11B in Stock During Q2

Key Facts

  • •SEC filings revealed that Berkshire Hathaway repurchased its own shares during the second quarter.
  • •The total buyback could reach $11 billion, potentially setting a new quarterly record for the company.
Impact:
5/10
BRH.DE
2 months ago
StocksBearish

Indian Oil Reports Q1 2026 Loss Amid Crude Price Volatility

Key Facts

  • •Indian Oil Corporation reported a loss in the first quarter of 2026 due to crude oil price volatility.
Impact:
5/10
INDIANOIL
2 months ago
StocksBullish

Advantage Energy and Boardwalk REIT Post Solid Q2 2026 Results

Key Facts

  • •Advantage Energy reported Q2 2026 adjusted funds flow of C$88.8 million, or C$0.53 per share.
  • •Boardwalk REIT reported a 1.7% increase in net operating income driven by stable demand for affordable housing.
Impact:
5/10
2 months ago
StocksMixedUpdated×2

Alibaba Denies Using Nvidia Chips for Advanced Chinese AI Models

Key Facts

  • •A Bloomberg report claims Alibaba has an agreement for Moonshot to use its Nvidia H200 chips.
  • •Alibaba pushed back against reports suggesting Nvidia chips played a role in building top-tier Chinese AI models.
Impact:
5/10
9988.HKBABANVDA
2 months ago
StocksBullishUpdated

Manulife Financial Beats Earnings Estimates on Strong Revenue Growth

Key Facts

  • •Manulife Financial reported a Q3 EPS of HK$5.15, beating the consensus estimate of HK$4.65.
  • •Q4 revenue reached HK$84.02 billion, significantly exceeding the expected HK$22.04 billion.
Impact:
5/10
0945.HK
2 months ago
StocksBearish

Memory Chip Crunch Cuts China Smartphone Shipments 17% in June

Key Facts

  • •China smartphone shipments fell 17% YoY to 17 million units in June, with full-year 2026 expected to decline 10% due to rising memory costs.
Impact:
5/10
2 months ago
StocksBullishUpdated

Divi's Laboratories Reports Strong Growth in Q1 2026 Earnings

Key Facts

  • •Divi's Laboratories reported strong growth in its financial results for the first quarter of 2026.
Impact:
5/10
DIVISLAB
2 months ago
StocksMixed

Rivian Q2 Revenue Beats at $1.66B but Stock Faces Cost Pressure

Key Facts

  • •Rivian reported $1.66 billion in Q2 revenue, beating estimates.
Impact:
5/10
RIVN
2 months ago
StocksBullish

Mohawk Industries Targets $60M Cost Cuts and Issues Q3 EPS Guidance

Key Facts

  • •Mohawk Industries expects Q3 adjusted EPS to be between $2.50 and $2.60.
  • •The company is targeting a $60 million cost reduction by the end of 2027.
Impact:
5/10
MOHAWK
2 months ago
StocksBearish

Amgen Discloses Data Breach and Theft of Patient Health Records via Third-Party Cloud

Key Facts

  • •Amgen disclosed a cybersecurity breach where hackers stole company data and patient health information.
  • •The data was stolen from cloud storage systems operated by third-party providers.
Impact:
5/10
AMGN
2 months ago
StocksBullish

Citigroup Lifts HII Price Target to $379, Keeps Buy Rating

Key Facts

  • •Citigroup raised its price target for Huntington Ingalls Industries (HII) to $379.00 from $349.00 while maintaining a Buy rating.
Impact:
5/10
HII
2 months ago
StocksMixed

AMD Earnings Preview Fuels Anticipation of Major Stock Move

Key Facts

  • •Advanced Micro Devices is scheduled to report earnings after markets close Tuesday, with traders anticipating a big move from the chipmaker's stock.
Impact:
5/10
AMD
2 months ago
StocksBullish

Ferguson Enterprises Joins S&P 500 as Shares Rally Over 8%

Key Facts

  • •Ferguson Enterprises’ stock rallied more than 8% after news it will join the S&P 500 index.
Impact:
5/10
2 months ago
StocksBullish

Tech Earnings Lift Nasdaq 3.8% in Two Days

Key Facts

  • •Strong tech earnings pushed the Nasdaq to a two-day gain of 3.8%. The S&P 500 finishes flat in July.
Impact:
5/10
2 months ago
StocksMixed

Q2 2026 Earnings Show Mixed Results Across Financial and Storage Firms

Key Facts

  • •Provident Financial Services reported Q2 net earnings of $78 million or $0.60 per diluted share.
  • •Piper Sandler reported adjusted net revenue of $491 million, up 21% year-over-year.
  • •Public Storage raised its 2026 guidance after improved operating trends.
Impact:
5/10
PFSPIPRPSAPWRRACE+4
2 months ago
StocksBullish

Ralliant Raises Full-Year Outlook After Q2 2026 Beat

Key Facts

  • •Ralliant reported Q2 2026 results above guidance ranges and raised full-year outlook.
Impact:
5/10
RAL
2 months ago
StocksMixed

U.S. Firms Post Record Q2/Q4 2026 Earnings Amid Mixed Results

Key Facts

  • •Standex International reported record Q4 adjusted EPS and free cash flow for fiscal 2026
  • •Stryker reported 9% organic sales growth and 17.9% adjusted EPS growth in Q2 2026
  • •Teekay Tankers reported record quarterly adjusted earnings in Q2 2026 on historic spot tanker rates
Impact:
5/10
SXISYKTACTALTEX+5
2 months ago
StocksBearish

ING Groep Downgraded on Valuation Despite Q2 Revenue Beat and Raised Outlook

Key Facts

  • •ING Groep delivered Q2 2026 revenues up 10% YoY and raised 2026/2027 revenue outlooks to €24.5B and €26B.
Impact:
5/10
ING
2 months ago