Good morning.
The Fast Five → Amazon and Apple deliver the drama, Big Tech earnings send valuations in wildly different directions, Trump says Iran talks to begin today, Japan vows coordination with US on weak yen, and AI is turning retail traders into DIY hedge funds…
📌 In 2017, I told my father to buy Nvidia. Today, I’d tell him to buy THIS »
(from Inflection Point)
Calendar: Full Calendar »
Today:
ISM Manufacturing PMI, 10A
Tomorrow:
JOLTS Job Openings, 10A
Your 5-minute briefing for Monday, August 3:
BEFORE THE OPEN
As of market close 7/30/2026. Bitcoin as of 8/2/2026.
Pre-Market:
Market Wrap:
Futures: Dow +200 (+0.4%), S&P +0.5%, Nasdaq +0.8%
Fri: Dow +277 (+0.53%), S&P +0.7%, Nasdaq +1.0%
Oil fell after Trump canceled planned Iran strikes
Markets look to August after a strong earnings week
Investors want clearer returns on AI spending
Jobs data takes center stage this week
Focus shifts to AMD, Palantir, Disney, and payrolls
EARNINGS
Here’s what we’re watching today:
TUE: *Dupont $DD ( ▲ 1.61% ), McDonald's $MCD ( ▲ 0.82% ), Paramount Skydance $PSKY ( ▲ 1.92% )
*Caterpillar $CAT ( ▲ 0.7% ) - $6.20 EPS (+31.4% YoY), on $19.2B revenue (+15.7% YoY)
Advanced Micro Devices $AMD ( ▼ 1.9% ) - $1.61 EPS (+ $.48 in the year-ago period) on $11.3B revenue (+47% YoY)
SpaceX $SPCX ( ▼ 3.41% ) - revenue of $6.8B and a per-share loss of $.29
WED: *Eli Lilly $LLY ( ▼ 0.53% ), *Uber $UBER ( ▼ 0.01% ), *Walt Disney $DIS ( ▲ 0.03% )
THU: *DraftKings DKNG, *Warner Bros. Discovery WBD
FRI: *Wendy’s $WEN ( 0.0% )
Take a look at this…
It's a radical "light-speed" device that's turning AI as we know it into "Accelerated AI", making it 100x faster and 100x more energy efficient.
In fact, Jensen Huang, Nvidia's founder and CEO, says this device is shattering the limitations of AI and without it, AI can't scale.
If you want to discover what this technology is, why Nvidia is betting billions on it…
And the one stock we believe could be the biggest winner when "Accelerated AI" goes mainstream…
- a sponsored message from Inflection Point -
HEADLINES
Record market-cap moves for the tech giants end in a 1% Nasdaq gain.
Reports from tech giants drove big gains and losses, while the Fed-fueled bond selloff adds to market pressures.
Futures rise as investors look ahead to jobs report, key earnings (more)
Trump: Iran talks to begin Monday after scrapping attack (more)
Japan vows coordination with US on weak yen in historic battle (more)
Trump just invoked a 1930 tariff law no president has ever used (more)
Stock market turmoil sheds stark light on the opaque AI economy (more)
Bond traders flying blind on Fed see risk yields spiral higher (more)
Oil slumps as Trump holds off Iran attack as talks to resume (more)
China draws 'red lines' around its economic model ahead of EU, US talks (more)
Goldman traders are on pace for a record year (more)
SpaceX's record IPO helps spur a new wave of startups aiming for orbit (more)
The global memory shortage hits the MacBook Air (more)
Jensen Huang says AI centers will unlock 6-figure trades jobs (more)
AI is turning retail traders into DIY hedge funds (more)
FIFA scraps privatization push after uproar (more)
DEALFLOW
M+A | Investments
Holcim to sell Philippines unit to China's Huaxin in $807M deal
Nexus Power receives investment from Madison River Capital
Offscript Worldwide receives investment from Essence Ventures
VC
Antora Energy, provider of energy storage solutions for industry, raised $550M in Series C funding
Discern Security, an AI-native security workspace that improves cybersecurity posture, raised $13M in Series A funding
Smallest.ai, provider of real-time voice AI infrastructure for enterprises, raised $13M in Series A funding
SoundHealth, AI-enabled medical and wellness devices for breathing and sleep disorders, raised $12.25M in Series A funding
Ellis, an AI-native operations platform for private credit, raised $10M in Seed funding
CRYPTO
US Senators sent revised ethics rules to White House for CLARITY Act (more)
Bitcoin cold-wallet attack spreads to 4,500 addresses as losses near $89M (more)
Trump Media says $165M Bitcoin transfer to Crypto.com wasn't a sale (more)
BitMart becomes latest crypto exchange to shut down (more)
World Cup generated $20B in blockchain prediction market volume (more)
BULLISH BITES
🙄 America is great at creating stock market bubbles—and shrugging them off.
📈 Investors scored on Iran war's oil market boom, but staying long will get trickier.
💸 Gen-Alpha’s Buffett, Leopold Aschenbrenner just learned Wall St.'s oldest lesson.
🖼️ Boomers are leaving behind more art than anyone wants.
DAILY SHARES
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