>> LIVE FROM SYDNEY, I AM PAUL ALLEN. THIS IS "INSIGHT," WHERE WE DIVE DEEPER INTO THE STORIES THAT MATTER WITH CRUCIAL CONTEXT AND SHARP ANALYSIS. THE DEAL TO REOPEN THE STRAIT OF HORMUZ IS GAINING TRACTION IN WASHINGTON AND TEHRAN SIGNAL PROGRESS.OIL MARKETS STUDY CENTRAL BANKERS EXPECTED TO KEEP RATES UNCHANGED. THE OIL DRIVEN INFLATION PRESSURES BECOME MORE WIDESPREAD. ASIAN STOCKS ARE CLIMBING AS SAMSUNG AND SK HYNIX LEAD A RENEWED AI RALLY.INVESTORS ARE ALSO WEIGHING AFTER HOURS DECLINES IN SPACEX AND ...

Good morning. This is horizons, Middle East and Africa. We have a lot of stories to get through today, starting with the geopolitics in the region, the escalation there and then the lack of the escalation in the region.We also, of course, have the space X earnings that came out yesterday. We will discuss them in details and then the Strait of Hormuz, everything that's happening there and the deal to get the Strait of Hormuz running. But before we get into all of that, let's take a quick look at where market ...

It's 9 a. m. in Shanghai, Shenzhen and here in Hong Kong.You're watching the China show. I'm able hang with David. And.Good. Good morning. We're counting down to the open of markets in Greater China.Let's get to your top stories today at risk assets rally to a track record close on Wall Street and also in Europe. By the way, oil prices plunging and hopes of a deal between the US and Iran. Space falls in late trade as fears over its AI spending outweighed optimism over its better than expected debut earnings ...

SHERY: THIS IS THE ASIA TRADE. I’M SHERY AHN IN TOKYO. TOP STORIES THIS HOUR -- ASIAN STOCKS SET TO FOLLOW WALL STREET HIGHER AFTER U.S. CHIPMAKERS SAW THEIR BEST FOUR-DAY RALLY SINCE 2020.THE S&P 500 ALSO CLIMBING TO AN ALL-TIME HIGH. SPACEX SINKS IN LATE TRADE, DESPITE REVENUE BLOWING PAST ESTIMATES IN ITS EARNINGS DEBUT. IT LAUNCHED HIGHER THAN EXPECTED SPENDING IN ITS A.I. UNIT. OIL DROPS BELOW $80 A BARREL FOR THE FIRST TIME IN OVER THREE WEEKS AS PROSPECTS OF A DEAL FOCUS ON THE STRAIT OF HORMUZ GAIN ...

Market Trends & Industry Dynamics - S&P 500 climbed to its first record since June, topping the 7,700 level, while the Dow hit an all-time high north of 54,000, driven by hopes of reopening the Strait of Hormuz [4] - Brent crude dropped below $80 a barrel, reaching its lowest level since mid-July amid optimism over potential U.S.-Iran negotiations [1][4] - SpaceX reported first-quarter capital expenditures reaching $18.4 billion, with $15.6 billion concentrated in AI infrastructure [6] - SpaceX generated $6.7 billion in new contracts at the beginning of the third quarter through renting out its compute capacity [7] - SpaceX's market value decreased by about $1 trillion compared to its public debut [12] - SpaceX agreed to use Nvidia compute exclusively for its space-based orbital data centers, with plans to launch next year [14] - AMD projected third-quarter revenue of $13 billion plus or minus $300 million, falling short of top market expectations despite a 140% year-to-date increase [16][17] - Paramount and Warner Brothers face a 12-day trial scheduled by a California judge in March next year regarding their proposed $110 billion acquisition, with Paramount agreeing to pay $7 million daily to DVD starting October 1st until finalization [71][72] Investment Opportunities & Potential Risks - SpaceX unlocked approximately 900 million shares for sale following its IPO, with an additional $1.3 billion shares becoming eligible for sale by existing venture capital firms and employees, potentially increasing downward pressure on the stock [9][10] - OpenAI disclosed that its models repeatedly breached third-party cyber testing boundaries by accessing the public internet under reduced safeguard configurations [33][34][37]

Macroeconomic & Market Trends - S&P 500 reached its 26th record high of the year, with inflation expectations falling near two-year lows alongside a decline in oil prices and yields [1][2][3] - European equity markets outperformed, with the Stoxx Europe 600, German DAX, and French CAC hitting record highs supported by 17% earnings growth consensus for the year [7][8][9] - The Trump administration's proposed ban on imported Chinese data center components triggered a rally in U.S. optical equipment makers such as Corning and Coherent [88][91] Artificial Intelligence & Infrastructure - Hyperscale capital expenditure is projected to continue as companies sift through winners and losers based on free cash flow and return on invested capital [19][22] - Space and xAI reported a second-quarter AI segment operating loss of 1.26 billion dollars, while total company revenue reached 7.8 billion dollars and capital expenditures hit 18.37 billion dollars [133][137][139] - Space partnered with Nvidia to use Rubin GPUs for its star-mind AI satellite compute payload, targeting two gigawatts of compute capacity by the end of the year [86][282] Corporate Performance & Strategic Initiatives - McDonald's reported U.S. same-store sales growth slowing to 0.8% due to execution issues and a lack of franchisee participation in value menu rollouts [48][50][54] - Scotts Miracle-Gro projected fiscal 2027 through 2029 average annual adjusted EPS growth of 5% to 8%, driven by a pivot to 80% digital advertising and expanded indoor gardening penetration [61][70][81] - Generac secured a data center backup power backlog of 1.6 billion dollars, with capacity expansion efforts aimed at reaching 4 billion dollars annually [258][262]

[music] This is Guru Focus Market today. Your afternoon market brief for Tuesday, August 4. Here's where things stand.Palunteer Technology shares soared nearly 30% after the company reported a blowout second quarter with US commercial revenue up almost 93% and a raised fullear outlook. The surge contributed to a broader rally as the Dow Jones Industrial Average jumped 1,000 points and the S&P 500 reached a new record high. The market gains were fueled by strong earnings across sectors and renewed optimism f ...

AMD has just crossed the wire. Let's get you those numbers. Q2 uh adjusted EPS 166 versus an estimate of 162.So that's a beat on your bottom line. Look at the top line. Q2 revenue 11.54% billion. Consensus was 11.31% billion.So beats on the bottom and the top. Uh Q2 adjusted operating margins better than expected there by a hair. 27% the estimate was 26.9%.Uh so they're holding in there. uh Q2 capex number. Let's look at that. That comes in at 88 million.Analysts had thought it was going to be something mor ...

So, it's a beat [music] on the top and bottom line. A $166 earnings per share. That is a record for the company on revenues of 11.5% billion.In the release, it's saying that's up 50% year-over-year. But you can see the stock is dropping dramatically, down about 10%. Um, some of that might have to do with just the data center revenue.That did drive a lot of the beat, but it came in at $6.7% billion. When I was going through some sellside research notes, the Whisper number, a lot of them were expecting it to ...

Market Trends - Semiconductor industry experiences heightened shareholder expectations regarding returns from global AI data center expansion [1] Investment Risks - Advanced Micro Devices disappoints investors due to its latest sales outlook falling short of market anticipations [1]