Good morning.
The Fast Five → SpaceX beats estimates in earnings debut, Bessent: Hormuz deal in sight, oil holds two-day drop, Airtable sale punctures SaaS bubble, and the trade in Trump’s social-media previews for sale at $100k/mo…
📌 Get ready for “The American Energy Endgame” – coming August 15 »
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
Non-Farm Employment, 8:15A
ISM Services PMI, 10A
FOMC Press Conference, 2:30P
Tomorrow:
Unemployment Claims, 8:30A
Your 5-minute briefing for Wednesday, August 5:
BEFORE THE OPEN
As of market close 8/4/2026.
Pre-Market:
Market Wrap:
Futures: Dow +90 (+0.2%), S&P +0.1%, Nasdaq -0.2%
Tue: Dow +900+, S&P +1.80%, Nasdaq +2.03%
Stocks rallied on strong earnings and lower oil
S&P closed above 7,700 for the first time
Palantir surged while AMD fell after earnings
Oil dropped as Iran deal hopes improved
Focus shifts to Disney, Uber, Eli Lilly, and ADP payrolls
EARNINGS
Here’s what we’re watching today:
Today: *Eli Lilly $LLY ( ▼ 0.51% ), *Uber $UBER ( ▲ 0.53% ), *Walt Disney $DIS ( ▲ 0.04% )
THU: *DraftKings DKNG, *Warner Bros. Discovery WBD
FRI: *Wendy’s $WEN ( ▲ 2.13% )
If you want to make 2026 one of the most lucrative years you've ever seen, get ready for August 15.
Because what's ripping toward the markets could create the biggest divide between winners and losers we've seen in years.
It's all down to a huge plan coming out of Washington – one so enormous in scale, it could impact the finances of millions across the country.
And at the heart of what's coming is one ticker we're urging readers to pay close attention to.
- a sponsored message from Stansberry Research -
HEADLINES
Shares fell as investors looked past the stronger-than-expected results and focused on the rocket company’s heavy capital spending.
Some firms are willing to shell out $100,000 a month for early access to Trump’s social-media posts.
The S&P 500 is back at a record high and the Dow just hit 54,000 (more)
Bessent says Hormuz deal in sight after Trump's warning on Iran talks (more)
Treasury yields slide as oil falls on Bessent comments (more)
America's labor market is beginning to find its footing again (more)
Oil holds two-day drop on signs of progress toward Hormuz deal (more)
Gold remains above $4,100 with Iran threats looming (more)
SpaceX revenue jumps 92% but stock tumbles, investors weigh AI spending (more)
Musk: SpaceX will rely exclusively on Nvidia to power AI push (more)
Palantir soars after revenue surges 93% and full-year outlook jumps (more)
AMD stock tumbles despite earnings beat (more)
BP's Q2 profit coubles, but It cuts production, capex outlook (more)
Pfizer raises revenue outlook after quarterly earnings top estimates (more)
Spotify's AI spending binge sparks fresh growth fears (more)
Airtable sale punctures SaaS bubble (more)
DEALFLOW
M+A | Investments
Disney exits A+E as Hearst gains full ownership in $1.2B deal
P&G buys vitamin maker Thorne for $3.8B in health push
Bending Spoons makes first post-IPO acquisition with $1.3B Airtable deal
Thoma Bravo sells majority stake in Command Alkon to Francisco
Pie announces investment from Amex Ventures
Zao Asian Grill receives investment from Savory Fund
Saltair receives investment from TSG Consumer
PaveMasters receives investment from THL Partners
VC
Base Power, a provider of distributed energy solutions and home battery systems, raised $1B in Series D funding
Function, a personalized health intelligence and diagnostic lab platform, raised $450M in Growth funding
Mariana Minerals, a software-first, vertically integrated critical minerals platform, raised $310M in Series B funding
HappyRobot, an AI agent platform for enterprise operations, raised $150M in Series C funding
Obsidian Security, a platform securing non-human identities and AI agents across third-party applications, raised $85M in Series D funding
Yellow Card, a global stablecoin infrastructure platform, raised $40M in strategic funding
Maximum, an AI operating system for banks, raised $30M in Seed funding
Delightree, an AI operating system for franchise brands, raised $25M in funding
Actualyze AI, an enterprise AI platform, raised $7M in Seed funding
Claryx, a genomic intelligence platform for hospital infection prevention, raised $3.5M in Pre-Seed funding
CRYPTO
BULLISH BITES
🚨 How could the “The American Energy Endgame” impact your money? *
🚀 What Wall Street expects from SpaceX's first earnings report.
🤑 ‘Boss Wants this Money’: Inside Trump’s unprecedented fundraising operation.
💸 The rent was already high. Then came the $200 work-from-home fee.
😱 ‘Naked dressing’ is spreading and it’s making things awkward.
DAILY SHARES
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