📅 Economic Releases
| Time (ET) | Event | Impact |
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| 8:30 AM | Unemployment Claims | Medium |
| 9:00 AM | FOMC Member Williams Speaks | Low |
📊 Earnings Today
📈 Premarket Gainers & Losers
🎯 Gamma Flip Point — $SPX (S&P 500 Index)
$SPX gamma flip point is 7495.14 |
🔥 Hot Market News
| Options traders bet on Federal Reserve overestimating interest rate hikes The Federal Reserve maintained its rate range at 3.5-3.75% but adjusted its year-end projection to 3.8%, causing market volatility. Bitcoin fell, but some options traders see an opportunity, betting that the market is overestimating further Fed tightening, while others anticipate more declines in Bitcoin.
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| US charges Indian criminal gang leader with organising murder of Canadian Sikh activist US and Canadian authorities have charged 37 people as part of Operation Hard Ball, dismantling the leadership of an Indian criminal gang involved in murder-for-hire, extortion, and drug trafficking. Key figures charged include Lawrence Bishnoi, accused of orchestrating the 2023 assassination of Sikh activist Hardeep Singh Nijjar in Canada, which had increased tensions between the Indian and Canadian governments.
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| Exxon Sees $3.7 Billion Profit Surge From War-Driven Oil Rally Google's DeepMind has unveiled a revolutionary AI model, marking a significant advancement in artificial intelligence capabilities and applications.
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| Private Equity Turns to Heat Detectives as Climate Risks Intensify Private equity investors are increasingly analyzing the resilience of their portfolio assets to climate change due to frequent extreme weather events impacting earnings and valuations. Major funds are employing climate risk assessment tools to identify vulnerabilities and adapt strategies, as disasters become more costly and regulatory scrutiny increases.
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| Chinese stocks in Hong Kong posted a 15-month high amid a rally in the IT sector Chinese stocks surged on the Hong Kong Stock Exchange, with the Hang Seng China Enterprises Index gaining 4.5%, driven by investors reallocating from overheated foreign tech markets and boosted by local AI developments. Alibaba shares jumped 12.6%, and positive expectations surrounding its earnings report added to the market optimism.
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| Australia’s UniSuper Fund to Buy U.S. Tech Stocks on Dips, Ignoring AI Bubble Concerns UniSuper, Australia’s largest pension fund, is using on-chain trading signals to buy U.S. tech stocks during pullbacks, despite concerns about an AI bubble. The A$166 billion fund remains overweight in the sector, led by NVIDIA, Microsoft, and Apple. CIO John Pierce said valuations still offer a strong risk-to-reward ratio, with fundamentals intact. The fund plans to increase its positions if the sector declines by 10%. International stocks account for 35% of its default strategy.
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| Alibaba’s Shares Jump Most in Ten Months as Earnings Hopes Grow Alibaba shares surged up to 13.8% in Hong Kong trading amid optimism ahead of its earnings report, with investor interest shifting towards Chinese internet stocks that had lagged, while Alibaba's recent pre-earnings update suggested narrowed losses in its instant-commerce business.
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| Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels Nvidia Corp.'s stock has lost about $1 trillion in market value in less than two months, becoming the cheapest since before the AI boom. Despite maintaining dominance in the AI data center market, the stock fell 16% as investors shift to other semiconductor firms, making Nvidia cheaper than the S&P 500 Index and Nasdaq 100 Index.
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| Trump’s Greenland Obsession Is Back: ‘Stupidly, We Gave it Back’ President Donald Trump has revived efforts for the U.S. to annex Greenland, suggesting the withdrawal of American military forces from Europe in response to NATO's opposition. This move has sparked a new international incident, drawing firm resistance from European leaders.
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| Labor Crunch Tests Growth Limits for US Data Center Builders US craft-labor providers face growth constraints due to a shortage of skilled workers like electricians and site supervisors, forcing some companies to turn away work or recruit from smaller contractors. The labor shortage leads to increased wages and benefits larger contractors that can leverage resources for recruiting, despite continued strong demand and significant project backlogs.
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| Wave Of Earnings Surprises Will Be Hard To Repeat, Says Goldman Goldman Sachs analysts indicate that the recent trend of companies surpassing earnings expectations is unlikely to continue at the same pace, suggesting that the economic conditions contributing to these surprises may not be sustainable in the long term.
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| Low Birth Rate Risks Creating US Housing Glut Over Coming Decade A new report suggests that the US housing market will shift from a period defined by a scarcity of homes to one characterized by a shortage of buyers, due to projected higher death rates over birth rates starting in 2030 and restricted immigration policies. This shift, along with persistent affordability issues, could reshape the market dynamics significantly.
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| Trump says US ‘may take over Kharg Island’: Here’s what you need to know US President Donald Trump has threatened to seize Iran's key oil export hub, Kharg Island, after declaring a ceasefire with Iran 'over' and warning of further US strikes. This has heightened concerns about disruptions to global oil supply, causing Brent crude prices to jump amid escalated tensions in the Gulf region.
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| Ukraine to get licence to produce Patriot missiles, Trump says US President Donald Trump has offered Ukraine the licence to produce Patriot interceptor missiles to help defend against Russian attacks. However, there is skepticism about Ukraine's capacity to produce such advanced munitions, with analysts suggesting it may happen on European soil instead.
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| China to Allow Top AI Firms Limited Purchase of Nvidia H200 Chips China is reportedly planning to permit AI companies like Alibaba, ByteDance, and DeepSeek to purchase a limited number of Nvidia's H200 chips, following approval from both US and Chinese authorities. Nvidia’s shares rose 1% following this news.
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💱 Forex & Commodities
| Tankers Trickle Through Strait of Hormuz as US-Iran Truce Faces Test Oil tankers are cautiously navigating the Strait of Hormuz amid a tentative truce between the United States and Iran, highlighting vulnerabilities in the region's critical maritime trade route.
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| Iranian Oil at Sea Left in Limbo After US Revokes 60-Day Waiver The US revoked a waiver that allowed Iran to sell approximately 63 million barrels of crude oil, stranding the oil on tankers primarily in the Persian Gulf and Asian waters. This decision, made in response to alleged Iranian attacks on tankers, deprives Iran of crucial revenue and complicates efforts to reopen the Strait of Hormuz.
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| China makes biggest U.S. soybean purchase since 2023 China purchased 472,000 metric tons of U.S. soybeans, marking the largest daily sale to the country since November 2023, as trade momentum builds following recent U.S.-China talks. The purchase includes multiple cargoes by Cofco and may support U.S. farmers ahead of the September marketing season, though tariffs and Brazilian competition continue to influence demand.
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| Soybean Oil Hits Three-Week High as US-Iran Ceasefire Dissolves Soybean oil prices reached a three-week high as geopolitical tensions escalated following the dissolution of a ceasefire between the US and Iran.
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| Euro bears return as surging oil prices test currency rebound Rising crude oil prices driven by the US-Iran conflict have put pressure on the euro, as Europe's energy-import dependency escalates inflation and forces the ECB to raise interest rates. The euro has slid to a one-year low as traders reconsider ECB policies, while fluctuations in oil prices influence both the currency and crypto markets.
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| China Allowing Major Exports of Diesel and Gasoline This Month Chinese oil refiners have been allowed to export more gasoline, diesel, and jet fuel after restrictions during the Iran war were relaxed, granting permits for 1.3 million tons of oil products in July. This decision has already begun to affect regional refining margins, as refiners secure tanker shipments to transport the fuel.
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| Shipowners Wrestle With Hormuz Risks as US-Iran Deal Crumbles Following President Donald Trump's declaration that the US ceasefire with Iran is over, shipowners are reconsidering the safety of transiting the Strait of Hormuz, as further US strikes on Iran seem likely and oil flow continuity is uncertain.
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🪙 Crypto News / Prediction Markets / AI
| Tech OpenAI to publicly release GPT-5.6, rolls out conversational AI models OpenAI announced the public release of its GPT-5.6 Sol, Terra, and Luna models, which were previously limited to a select group of partners at the U.S. government's request, along with the introduction of new voice models called GPT-Live that can listen and speak simultaneously. The move follows coordination with the government on AI assessments, while the company emphasized the importance of broad access over government exclusivity.
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| Mistral AI releases robotics model to support physical AI push Mistral AI, a French startup, has introduced Robostral Navigate, a new model allowing robots to navigate complex environments with a single camera and language prompts, as it expands into industrial AI with deals involving Airbus SE and BMW AG.
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| Crypto VC firm Paradigm raises $1.2B to invest in ‘technical frontier’ startups Paradigm has raised $1.2 billion for its third venture fund to expand its investment focus beyond cryptocurrency into emerging areas such as robotics and AI, while continuing to invest in blockchain and financial system innovations. The fund has already invested in companies like Zipline and True Anomaly.
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| SpaceXAI, Cursor unveil Grok AI model for legal, finance tasks SpaceXAI and Cursor have launched the Grok AI model, designed to handle tasks in the legal and finance sectors, enhancing efficiency and decision-making processes in these areas.
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🛠️ Free Market Tools
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