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August 4, 2026Connected
338 storiesLast updated: 12:49:01 PMPage 1 of 6

Commodities

CommoditiesBearishUpdated×3

Oil Prices Slump on Imminent Deal to Reopen Strait of Hormuz

Key Facts

  • •Brent crude dropped 4% following Bessent's comments that a deal to reopen the Strait of Hormuz is imminent.
  • •Negotiators from Iran and Oman have agreed on a temporary arrangement for shipping through the waterway.
Impact:
9/10
2 months ago

Geopolitics

GeopoliticsBullish

Bessent Signals Imminent Deal to Reopen Strait of Hormuz Amid Market Skepticism

Key Facts

  • •U.S. Treasury Secretary Scott Bessent stated that a deal regarding the Strait of Hormuz could be reached within days.
  • •Prediction markets price the odds of shipping returning to normal by the end of August at only 18%.
Impact:
7/10
2 months ago

Stocks

StocksBullishUpdated

Bitdeer Signs $4.7B AI Data Center Lease Agreement in Norway

Key Facts

  • •Bitdeer executed a 16-year colocation lease and services agreement for 121 IT megawatts at its Tydal, Norway campus.
  • •The agreement represents $4.7 billion in contracted payments, with a renewal option potentially reaching $8.0 billion.
  • •The tenant is Volta, an AI infrastructure platform backed by Nvidia, Dell, and Andreessen Horowitz.
Impact:
7/10
NVDADELLBTC
2 months ago

Forex

ForexMixedUpdated

Japan Confirms Joint Yen Intervention With US; AstraZeneca Merger Concerns Rise

Key Facts

  • •Japan officially confirmed a historic joint intervention with the US to support the value of the yen.
  • •AstraZeneca investors raised concerns regarding potential mega-merger talks.
Impact:
7/10
AZN.L
2 months ago

Mergers & Acquisitions

Mergers & AcquisitionsBullishUpdated

Vertex to Acquire Crinetics for $10B and Raises Full-Year 2026 Guidance

Key Facts

  • •Vertex Pharmaceuticals agreed to acquire Crinetics Pharmaceuticals for a total equity value of approximately $10.0 billion.
  • •onsemi reported Q2 revenue of $1,604 million, a 9% year-over-year increase, exceeding the midpoint of guidance.
  • •Vertex Pharmaceuticals updated its full-year 2026 revenue guidance following strong second-quarter results.
Impact:
7/10
VRTXFANG
2 months ago

Crypto

CryptoBearishUpdated×2

Coldcard Wallet Losses Surpass $114M as Fourth Attack Wave Hits

Key Facts

  • •A fourth wave of sweeps on Coldcard wallets resulted in the theft of an additional 449 BTC on Monday.
  • •Confirmed losses have surpassed $100 million, with Galaxy Research warning total losses could reach $130 million.
  • •The exploit targets a firmware flaw introduced in March 2021 that remains active.
Impact:
7/10
BTC
2 months ago
338 stories this day
GeopoliticsBullishUpdated

Global Stocks Surge on Hopes of Strait of Hormuz Reopening

Key Facts

  • •Global stocks surged on hopes that the Strait of Hormuz, a critical shipping lane, will reopen.
Impact:
7/10
2 months ago
GeopoliticsBullishUpdated×3

Diplomatic Breakthrough Imminent to Reopen Strait of Hormuz

Key Facts

  • •Bessent stated there may be a deal by Tuesday or Wednesday to open the Strait of Hormuz with freedom of movement.
Impact:
7/10
2 months ago
GeopoliticsBearishUpdated

Iran Demands Control Over Strait of Hormuz Maritime Transit

Key Facts

  • •Iran is demanding control over inbound vessels in the Strait of Hormuz and oversight of outbound traffic.
Impact:
6/10
2 months ago
GeopoliticsMixedUpdated

US Weighs Polysilicon Price Floor and Tariffs to Counter China

Key Facts

  • •The US administration is considering a price floor for polysilicon and new tariffs to counter Chinese dominance in the solar and semiconductor sectors.
  • •Solar stocks surged following reports of potential US trade restrictions and tariffs on Chinese polysilicon imports.
Impact:
6/10
2 months ago
GeopoliticsBullishUpdated

Reported US Ban on Chinese Optical Transceivers Boosts Networking Stocks

Key Facts

  • •The U.S. is reportedly drafting a ban on Chinese optical transceivers.
  • •Talk of the ban drove rallies in networking stocks including LITE, COHR, and CIEN.
Impact:
6/10
LITECOHRCIEN
2 months ago
StocksBullishUpdated×2

Palantir Shares Surge 20% in Best Daily Performance in a Year Following Earnings

Key Facts

  • •Palantir raised its annual revenue forecast due to surging demand for data software.
Impact:
7/10
PLTR
2 months ago
StocksBullishUpdated×7

Caterpillar Stock Surges 9% as Quarterly Revenue Hits Record $20.5 Billion

Key Facts

  • •Caterpillar's second-quarter 2026 sales and revenues increased 24% to $20.5 billion.
  • •Kimberly-Clark reported second-quarter 2026 results and updated its full-year outlook.
  • •IDEXX Laboratories reported revenues of $1,217 million, a 10% increase.
Impact:
7/10
CATKMBIDXX0J8P.L
2 months ago
StocksBullishUpdated

S&P 500 and Dow Hit Records as Microsoft and Amazon Validate AI Returns

Key Facts

  • •The S&P 500 and Dow Jones reached new record highs driven by strong earnings reports.
  • •Palantir shares surged 27% following earnings that fueled optimism in the AI sector.
  • •Crude oil prices slid 5% as equity markets rallied to new heights.
Impact:
7/10
PLTRCAT
2 months ago
StocksBullish

Telesat Secures Record $1.9B Canadian Government Contract for Arctic Connectivity

Key Facts

  • •Telesat signed a $1.9 billion contract with the Government of Canada to provide military Ka-band connectivity in the Arctic.
  • •The deal is the largest revenue contract in Telesat's history and will support the expansion of the Lightspeed constellation.
Impact:
6/10
TSAT
2 months ago
StocksBullish

Palantir Raises 2026 Revenue Guidance on Strong US Commercial Growth

Key Facts

  • •Palantir raised its 2026 revenue guidance to a range of $8.15B to $8.158B.
  • •U.S. commercial revenue guidance has been raised to above $3.424B.
Impact:
6/10
PLTR
2 months ago
StocksBullish

Mitsubishi UFJ Q1 Profit Surges 51% on Strong Interest Income and Hawkish BoJ Outlook

Key Facts

  • •Mitsubishi UFJ's Q1 net profit rose 51% YoY, exceeding consensus estimates by 14%.
  • •Net Interest Income surged 28% YoY, driven by loan growth, margin expansion, and robust trading performance.
  • •The bank estimates each 0.25ppt BoJ rate hike adds ¥0.18 trillion to annualized Net Interest Income.
Impact:
6/10
8306.TMBFJFMUFG
2 months ago
StocksBullishUpdated×2

WuXi AppTec Shares Hit 5-Year High Following Strong H1 2026 Results

Key Facts

  • •WuXi AppTec shares surged to their highest level in nearly five years.
  • •The strong rally was driven by the company's financial results for the first half of 2026.
Impact:
6/10
2359.HK
2 months ago
StocksBearishUpdated

Zalando Shares Plunge 9% After Narrowing 2026 Growth Outlook

Key Facts

  • •Zalando forecast 2026 revenue and growth to land in the lower half of its previously guided range.
  • •Zalando shares fell 9% in Frankfurt pre-market trade following the narrowed profit and growth outlook.
Impact:
6/10
2 months ago
StocksBullishUpdated

Everspin Stock Surges 14% on AI Server Partnership with MaxLinear

Key Facts

  • •Everspin shares surged 14% following the announcement of a strategic partnership with MaxLinear.
  • •The partnership aims to develop technology solutions specifically for AI servers.
Impact:
6/10
EVERSPIN
2 months ago
StocksBullishUpdated×6

Palantir Stock Surges 20% Past $150 Mark Following Record Earnings and Upgrades

Key Facts

  • •Palantir Technologies reported Q2 2026 financial results that beat estimates on both top and bottom lines.
  • •The company raised its full-year guidance across all key financial metrics.
Impact:
6/10
PLTR
2 months ago
StocksBearishUpdated×2

Gotham City Research Accuses Sumitomo Pharma of Revenue Fraud

Key Facts

  • •Short-seller Gotham City Research accused Sumitomo Pharma of falsifying its revenue data.
Impact:
6/10
2 months ago
StocksBullish

IDEXX and Intuitive Machines Stocks Surge on Earnings and Defense Contracts

Key Facts

  • •IDEXX Laboratories reported Q2 earnings of $4.27 per share and revenue of $1.22 billion, beating Wall Street estimates.
  • •L3Harris Technologies selected Intuitive Machines to support missile tracking for the Space Development Agency.
Impact:
6/10
IDXX0L3H.L
2 months ago
StocksBearishUpdated

US Jury Orders Medtronic to Pay $88 Million in Hernia Mesh Trial

Key Facts

  • •A US jury ruled that Medtronic owes $88 million in the first trial over Covidien’s hernia mesh products.
Impact:
6/10
MDT0Y6X.L
2 months ago
StocksBullishUpdated×3

Wayfair Stock Rallies 28% as Adjusted EPS Beats Market Estimates

Key Facts

  • •Wayfair recorded its strongest U.S. sales growth during the fiscal second quarter since the pandemic period.
  • •The company's free cash flow reached its highest level since 2020, boosting overall profitability.
Impact:
6/10
WAYFAIR
2 months ago
StocksBullishUpdated×9

BP Q2 Profits More Than Double, Surpassing Analyst Estimates

Key Facts

  • •BP reported a second-quarter underlying replacement cost profit of $5.73 billion, more than double the previous year's figure.
  • •The company's profit results exceeded analyst expectations in a company-provided poll.
Impact:
6/10
BP.L
2 months ago
StocksBullishUpdated×3

HSBC Profit Surges to $10.1 Billion as Bank Resumes Share Buybacks

Key Facts

  • •HSBC reported a quarterly profit of $10.1 billion, driven by growth in its wealth management and insurance businesses in Hong Kong.
  • •The bank announced the resumption of its share buyback program following strong financial performance.
Impact:
6/10
0005.HKHSBC
2 months ago
StocksMixed

Anthropic Inks $10B Cloud Deal as Apple Escalates OpenAI Legal Battle

Key Facts

  • •Anthropic signed a $10 billion agreement for computing capacity from Nvidia-backed cloud infrastructure startup Volta Infra Holdings.
  • •Apple escalated its legal battle against OpenAI over alleged trade secret theft.
  • •Anthropic's six-year contract will utilize a data center in Norway operated in partnership with Bitcoin miner Bitdeer Technologies.
Impact:
6/10
AAPLBTC
2 months ago
StocksBullish

Fresnillo Beats Estimates with Strong Earnings and Major Capex Cut

Key Facts

  • •Fresnillo reported earnings per share of $1.75, exceeding the broker estimate of $1.45.
  • •Jefferies highlighted the company's net cash pile of $1.7 billion.
Impact:
6/10
FNLPF
2 months ago
StocksBullish

Southern Copper Announces Stock Dividend Following Record Q2 Earnings and Sales

Key Facts

  • •Southern Copper announced a stock dividend of 253 shares for every 250 shares held for shareholders of record on August 11, 2026.
  • •The company reported record Q2 net sales of $4.29 billion, up 40.6% year-over-year.
  • •Net income attributable to the company rose 71.6% to a record $1.67 billion.
Impact:
6/10
SCCO
2 months ago
StocksBullishUpdated

onsemi to Acquire Synaptics as Net Income Jumps 33%

Key Facts

  • •onsemi revenue rose 9% year-over-year to $1,603.5 million in Q2 2026.
  • •Free cash flow surged to $425.4 million with margin expanding from 7% to 27%.
  • •The company expects AI data center segment revenue to more than double in 2026.
Impact:
6/10
ON
2 months ago
StocksBearishUpdated

Chipotle Shares Slide Amid Salmonella Outbreak Reports in Minnesota

Key Facts

  • •Chipotle Mexican Grill shares traded lower following reports linking the chain to a salmonella outbreak in Minnesota.
  • •The company triggered the removal of jalapeños as a response to the outbreak reports.
Impact:
6/10
CMG0HXW.L
2 months ago
StocksBearishUpdated

Kimberly-Clark Cuts Guidance Following China Social Media Disruption

Key Facts

  • •Kimberly-Clark cut its annual sales and profit forecasts due to a significant hit to diaper sales in China.
  • •Q2 EPS beat estimates at $2.12, while revenue missed at $4.189 billion.
  • •False claims about product quality on Chinese social media disrupted sales and impacted the profit outlook.
Impact:
6/10
KMB0JQZ.L
2 months ago
StocksMixedUpdated×2

Amazon Hits $3T Milestone; AstraZeneca-Bristol Myers Merger Talks Reported

Key Facts

  • •Amazon's market capitalization surpassed the $3 trillion milestone for the first time following strong AWS growth.
  • •AstraZeneca shares declined following reports of preliminary merger discussions with Bristol Myers Squibb.
  • •Oil prices dropped sharply as concerns over a potential US attack on Iran eased.
Impact:
6/10
AMZNAZN
2 months ago
StocksBearishUpdated

Oracle Faces Junk Credit Rating Risk Amid Aggressive AI Infrastructure Spending

Key Facts

  • •Oracle Corp is nearing a junk-grade credit rating due to concerns over its debt-fueled spending on AI infrastructure.
Impact:
6/10
ORCL
2 months ago
StocksBullishUpdated

Cummins Raises Annual Outlook Following Strong Q2 Performance

Key Facts

  • •Cummins raised its full-year outlook after reporting higher profit and sales in the second quarter.
  • •Growth was driven by accelerating orders for data center standby power and improving North American truck markets.
Impact:
6/10
0I58.L
2 months ago
StocksBearish

Gotham City Research Accuses Sumitomo Pharma of Revenue Misstatement

Key Facts

  • •Short seller Gotham City Research accused Sumitomo Pharma of misstating its revenue figures.
Impact:
6/10
4506.T
2 months ago
StocksBullish

Palantir Raises Annual Revenue Forecast on Surging Data Software Demand

Key Facts

  • •Palantir Technologies raised its annual revenue forecast again, signaling strong demand for its data analytics software from government and commercial clients.
  • •Vertex Pharmaceuticals raised its annual revenue forecast driven by the strength of its cystic fibrosis drugs.
Impact:
6/10
PLTR
2 months ago
StocksBearishUpdated

Zalando Shares Plunge 9% on Weak Q2 Results and Narrowed Guidance

Key Facts

  • •German online retailer Zalando saw its shares plunge 9% following the release of its second-quarter results.
  • •The company narrowed its growth guidance for 2026 and the full current year.
Impact:
6/10
ZAL
2 months ago
StocksBullish

Alphabet Cloud Revenue Surges 82% as AI Investments Drive Growth

Key Facts

  • •Alphabet reported 24% YoY revenue growth reaching $119.8 billion.
  • •Cloud revenues surged 82% YoY with a margin expansion of 160 basis points.
  • •Management raised full-year CapEx guidance to a range of $195–205 billion.
Impact:
6/10
GOOGLGOOG
2 months ago
StocksBullishUpdated

US Companies Report Record Q2 2026 Earnings and Raise Full-Year Guidance

Key Facts

  • •Jazz Pharmaceuticals reported record total revenues of $1.2 billion, up 16% YoY, and raised its 2026 revenue guidance.
  • •Allison Transmission reported net sales of $1,566 million, up 92% YoY, driven by acquisitions and Defense market momentum.
  • •Matson, Inc. reported 2Q26 EPS of $4.27 compared to $2.92 in the prior year and raised its full-year outlook.
Impact:
6/10
2 months ago
StocksMixedUpdated

Mixed Outlook for Tech and Telecom as Analysts Adjust Telus and Snap Price Targets

Key Facts

  • •Barclays lowered Telus price target to $11.00 following a 27% drop in adjusted earnings per share.
  • •Telus announced a transformation plan including a 55% dividend cut to C$0.19 per share.
  • •Goldman Sachs raised Snap Inc. price target to $6.50 after revenue of $1.60 billion beat expectations.
Impact:
6/10
TUSNAP
2 months ago
StocksBullish

US Stocks Rally on Robust Manufacturing Data and Mega-Cap Tech Rebound

Key Facts

  • •The US ISM Manufacturing PMI rose to 55.6 in July, exceeding the consensus estimate of 54.0.
  • •Microsoft shares climbed 4.93% and Meta surged 6.02% as investors rotated back into mega-cap tech.
  • •The Atlanta Fed GDPNow growth estimate rose to 6.2% from 5% previously.
Impact:
6/10
MSFTGOOGLAMZNTSLANVDA+1
2 months ago
StocksBullish

Dow Jumps 700 Points as Palantir and Caterpillar Fuel AI Rally

Key Facts

  • •The Dow Jones Industrial Average rose about 694 points, or 1.31%, at Tuesday's open.
  • •Strong earnings from Palantir and Caterpillar reinforced investor confidence in AI-driven spending.
  • •Easing oil prices on hopes of a Middle East diplomatic breakthrough supported broader market sentiment.
Impact:
6/10
PLTRCAT
2 months ago
StocksBullish

Marvell Stock Surges 10% on Next-Gen AI Storage Unveiling

Key Facts

  • •Marvell Technology stock jumped over 10% on Tuesday following the unveiling of next-gen AI memory solutions.
Impact:
6/10
MRVL
2 months ago
StocksBearish

Kimberly-Clark Lowers Guidance Following Q2 Earnings and Revenue Miss

Key Facts

  • •Kimberly-Clark reported EPS of $1.80, missing the analyst consensus estimate of $2.01.
  • •The company's revenue reached $4.19 billion, falling short of the expected $4.22 billion.
  • •The company lowered growth expectations due to a distribution center fire and social media disruption in China.
Impact:
6/10
0JQZ.L
2 months ago
StocksBullish

Lockheed Martin Profits Surge 61% as Backlog Hits Record $230 Billion

Key Facts

  • •Lockheed Martin achieved H1 2026 revenue growth of 5.44% with a net earnings surge of 61.83%.
  • •The company's backlog reached a record $230.4 billion, fueled by missile, aeronautics, and space programs.
Impact:
6/10
LMT
2 months ago
StocksBullishUpdated×5

HSBC H1 Pre-Tax Profit Climbs 23% to $19.5B on Strong Interest Income

Key Facts

  • •HSBC Holdings reported a 23% surge in first-half profit, driven by rising net interest income and wealth management revenue.
Impact:
6/10
0005.HKHSBCHBC1.DEHBCYF
2 months ago
StocksBullishUpdated

High Tide Forecasts Record Q3 Results Beating Analyst Estimates

Key Facts

  • •High Tide expects record revenue between C$195M and C$200M for the third fiscal quarter of 2026.
  • •The company's Adjusted EBITDA guidance of C$15.2M to C$16.5M exceeds the analyst consensus of C$14.0M.
  • •The company announced a record distribution of over 10 tonnes of medical cannabis flower in the German market.
Impact:
6/10
HITI
2 months ago
StocksBearishUpdated

Spotify Shares Drop 5% as Weak Profit Guidance Signals Slower User Growth

Key Facts

  • •Spotify forecast third-quarter profit below Wall Street estimates due to slowing user growth in North America and Europe.
  • •Spotify shares fell approximately 5% in premarket trading following the weak guidance.
Impact:
6/10
SPOT
2 months ago
StocksBearishUpdated

Smith+Nephew Cuts Revenue Growth Forecast to 4% as US Weakness Widens

Key Facts

  • •British medical products company Smith+Nephew cut its full-year revenue growth forecast due to continued weakness in its orthopaedics unit.
  • •The cut in expectations is primarily driven by weakness in the U.S., which is the company's largest market.
Impact:
6/10
2 months ago
StocksBearish

Medtronic Ordered to Pay $88 Million in Hernia Mesh Liability Verdict

Key Facts

  • •Medtronic was ordered to pay $88 million in damages following a verdict in a lawsuit involving its hernia mesh products.
Impact:
6/10
0Y6X.L
2 months ago
StocksBullishUpdated×3

Major US Firms Raise 2026 Outlook Following Strong Q2 Earnings Results

Key Facts

  • •ADM raised its full-year 2026 adjusted EPS guidance to a range of $5.15 to $5.60.
  • •DuPont exceeded Q2 2026 guidance and raised its financial outlook for the full year.
  • •Ingredion announced that Tate & Lyle shareholders accepted its 595 pence all-cash acquisition offer.
Impact:
6/10
ADM
2 months ago
StocksBullishUpdated

Qnity Electronics Raises Full-Year Guidance Following Ninth Consecutive Profitable Quarter

Key Facts

  • •Qnity Electronics reported Q2 2026 results, marking its ninth consecutive quarter of profitable growth.
  • •Qnity Electronics raised its full-year 2026 financial guidance based on continued business momentum.
Impact:
6/10
Q
2 months ago
Mergers & AcquisitionsBullishUpdated

KKR to Acquire Integer Holdings in $4.3 Billion Cash Deal

Key Facts

  • •Investment firm KKR agreed to buy Integer Holdings for approximately $127.00 per share in cash.
  • •Oppenheimer downgraded ITGR stock to 'Perform' following the acquisition announcement.
  • •Halper Sadeh LLC launched an investigation into the fairness of the acquisition price for shareholders.
Impact:
6/10
ITGR
2 months ago
Mergers & AcquisitionsBullishUpdated

Vertex Pharmaceuticals to Acquire Crinetics for $10 Billion to Boost Endocrine Portfolio

Key Facts

  • •Vertex Pharmaceuticals has entered into a definitive agreement to acquire Crinetics Pharmaceuticals for approximately $10.0 billion.
  • •Cabot Corporation announced a leadership transition with Erica McLaughlin elected to succeed Sean Keohane as CEO effective October 1, 2026.
  • •Vornado Realty Trust reported a sharp decline in Q2 net income to $16.4 million from $743.8 million in the prior year, primarily due to a one-time gain in 2025.
Impact:
6/10
0QZU.L
2 months ago
Mergers & AcquisitionsBullish

Prysmian to Acquire Atkore to Strengthen AI Data Center Energy Portfolio

Key Facts

  • •Prysmian struck a deal to acquire Atkore to add it to its energy products portfolio.
  • •The combined business aims to capitalize on the energy infrastructure demand driven by the AI race.
Impact:
6/10
PRYMYPRYMF
2 months ago
Mergers & AcquisitionsBullishUpdated×3

Prologis Secures Segro Acquisition for $19.19 Billion Following Official Acceptance

Key Facts

  • •Prologis reached an agreement to acquire SEGRO for a total value of approximately $18.8 billion.
Impact:
6/10
PLD
2 months ago
Mergers & AcquisitionsBullishUpdated

Prologis to Acquire SEGRO in Major Logistics Real Estate Merger

Key Facts

  • •Prologis has agreed to acquire the entire share capital of SEGRO through a share offer with a partial cash alternative.
  • •The deal values each SEGRO share at 1,031.7 pence, representing a significant premium.
  • •The offer includes a partial cash alternative of up to £3.5 billion and is unanimously recommended by SEGRO's board.
Impact:
6/10
PLD
2 months ago
CryptoBearishUpdated×2

Coldcard Wallet Entropy Flaw Leads to $100M Bitcoin Loss

Key Facts

  • •Attackers exploited a 40-bit entropy flaw in Coldcard wallets to steal approximately $100 million across 126 addresses.
Impact:
7/10
BTC
2 months ago