(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
August could favor banks, Big Tech, cash-like bonds and value ETFs as higher yields, AI spending and inflation shape market trends.
Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.
NZAC includes emerging markets and applies strict climate screens, while URTH focuses on developed-market stocks.
CNH just served up a quarterly report that has given investors a lot to be excited about.
Monday, CNH announced earnings per share of 13 cents from sales of $4.8 billion. Wall Street was looking for 10 cents and $4.8 billion, respectively.
In a new Substack note, Burry stated that market declines are now more severe but recover faster, creating volatility patterns that differ from historical behavior.
1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]
Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.
1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]
The S&P 500 gained about 1% and the Nasdaq rose 1.2% as crude oil tumbled more than 6% on hopes for renewed diplomacy
Trump Media & Technology Group stock rose on Monday morning after its pricey new service kicked off on Saturday with a big success, essentially giving its institutional-investor customers a sneak peek at President Donald Trump's "cancel the attack" on Iran post. Trump's Truth Social post published at 10:05 p.m. ET on Saturday, Aug. 1 announced that "the perimeters of a deal has been agreed to" including immediate opening of the Strait of Hormuz. Customers of the service that Trump Media & Technology Group announced on July 16 with an Aug. 1 launch date get a direct data feed that provides real-time access to posts, possibly seconds ahead of regular users.
LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.
U.S. West Texas Intermediate crude futures were headed for their biggest single-day decline in more than six weeks.
Stocks got a boost after President Donald Trump said he would call off an attack on Iran to restart negotiations. Iran's foreign ministry denied talks were happening. Oil prices fell on Trump's comments, with Brent futures around $83 per barrel and WTI futures below $80 per barrel.
BNP Paribas analyst Matthew Akers raised his Boeing rating to Buy from Sell, skipping Hold altogether.
Altman said that the comments made by Federal Reserve Chair Kevin Warsh on the U.S. economy were “striking.”
Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.
Shares of Corning had a tough July but a Truist analyst team believes the stock now has a “more reasonable entry point.” Shares of the optical networking company declined 0.5% to $137.52 in premarket trading on Monday after ending Friday up 2.2%. Corning and other optical networking names have become a major part of the artificial-intelligence trade.
XAR's lower expense ratio and broader mid-cap exposure contrast with MISL's concentrated holdings in industry giants.
Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.
VEA offers broad developed-market exposure at 0.03% expense ratio, while NZAC targets climate-aligned companies with a 0.12% fee and concentrated tech holdings.