>> GOOD MORNING. OUR TOP STORIES THIS MORNING. PRESIDENT TRUMP SAYS NEW TALKS ARE IRAN'S LAST CHANCE.THEY DENY DIRECT TALKS. BUT THEY SAY THEY ARE MAKING PROGRESS. SCOTT BESSENT URGES THE FED TO DO THAT.PUTTING THEM IN FOCUS. ASIAN STOCKS FAILED TO FOLLOW WALL STREET'S RALLY. PERSISTENT VOLATILITY IN THE SOUTH KOREAN KOSPI HAS LINGERING CONCERNS OVER THE AI TRADE.THE TOP OF THE SHOW BEFORE WE START. EARNINGS ARE BREAKING. THE ESTIMATE WAS SPEAKING.WE ARE ALSO TAKING A LOOK AT THE $1 MILLION SHARE BUYBACK. T ...

[music] This is Guru Focus Market Today, your afternoon market brief for Monday, August 3. Here's where things stand. Amazon surpassed a $3 trillion market capitalization after reporting strong second quarter results with revenue climbing 20% and its AWS cloud business achieving record performance.Shares surged on the earnings news, propelling Amazon into a select group of companies to reach this valuation milestone. The move underscores continued investor enthusiasm for big tech, especially amid robust qua ...

>> IT IS 9:00 A. M. YOU ARE WATCHING "THE CHINA SHOW ." DAVID: GOOD MORNING.WE ARE COMING DOWN TO THE OPENING MARKETS IN GREATER CHINA. STOCKS ACROSS THE REGION SEEING A LITTLE BIT OF PRESSURE TODAY DESPITE THE TECH LEAD REBOUND IN U.S. EQUITIES. THE RALLY LOSES SOME STEAM, REVERSING GAINS AFTER JOINT INTERVENTION BY THE U.S. IN JAPAN.AVRIL: U.S. PRICES HOLDING ONTO LOSSES AFTER PRESIDENT TRUMP WARNING IRAN IS DOWN TO ITS LAST CHANCE FOR A DEAL TO END THE WAR AND REOPEN THE STRAIT OF HORMUZ. DAVID: HSBC IS ...

>> THIS IS "THE ASIA TRADE." I'M SHERY AHN IN TOKYO. ASIAN STOCKS SET TO OPEN MIXED. THE YEN A REBOUND LOSES MOMENTUM AMID SPECULATION OF MORE JOINT MOVES.PRESIDENT TRUMP SAYS HIS LATEST OFFER OF TALKS IS THE LAST CHANCE FOR IRAN. TEHRAN DENIES DIRECT NEGOTIATIONS WITH WASHINGTON BUT SAYS TALKS OVER HORMUZ ARE ONGOING. MITSUBISHI AND NISSAN AND FOCUS AFTER BOTH AUTOMAKERS REPORTED EARNINGS WITH NISSAN'S QUARTERLY PROFIT BEATING THE STREET.>> TAKE A LOOK AT WHAT WE ARE SETTING UP WITH. LOOKING AT A LOT OF CR ...

Trading in leveraged ETFs tied to South Korea’s two chip giants has shrunk sharply, after authorities took steps to slow demand for the products that fueled recent market volatility https://t.co/gkLrXAlMYq ...

Market Trends & Macroeconomic Environment - S&P 500 closed above all key moving averages after a turbulent July with back-to-back gains[1], while the Nasdaq 100 and Nasdaq Composite each rose about 2%[119] - Oil prices dropped 5% on a weekly basis and 5% on a daily basis, having a significant downward impact on energy costs[2] - U.S.-led currency intervention to contain the drop in the yen kept Japan from selling U.S. Treasuries, contributing to a bond market rally and lower yields[3] - U.S. factory activity surged to the highest level since 2022, with manufacturers increasing headcount for the first time since 2023[5][6] - The Federal Reserve held the federal funds rate at 3.5% to 3.75%, while forward-looking inflation metrics remained anchored[17][20] - The default rate across 1,300 U.S. private debt borrowers rose to a high of 6%, though rating methodology differences across agencies contributed to varying default rate calculations[51][54] Corporate Earnings & Financial Performance - S&P 500 Q2 earnings growth reached 35% to 40%, largely driven by technology, while valuations dropped back down to some of the lowest levels seen since 2020[8][10] - Palantir reported strong Q2 results, raising its full-year revenue guidance from a range of $7.66 billion to a tight range of $8.15 billion to $8.16 billion[111] - On Semiconductor reported adjusted EPS of $0.74 and quarterly revenue of $1.6 billion, beating analyst estimates[115] - Amazon crossed a $3 trillion market cap for the first time, becoming the fifth company ever to reach this milestone, while Boeing shares rose 8% following FAA certification for the 737 Max 7[103][104][105] Industry Developments & Potential Risks - The White House outlined $200 billion in spending per year to support individual scientists and private research facilities, with up to $5 billion allocated toward AI research and streamlined FDA review processes[23][31][32] - Bristol-Myers Squibb and AstraZeneca held early-stage talks regarding a potential megamerger that could become the largest pharma deal in history, though AstraZeneca shares fell as much as 10% amid investor pushback[39][40] - Yum Brands faced pressure and a 3% share decline following a parasitic Cyclospora outbreak tied to iceberg lettuce in Michigan that prompted early health authority investigations[49][109] - Yellow Card raised a $40 million funding round backed by strategic investors including SC Ventures and Sony Innovation Fund to expand its global stablecoin infrastructure and cross-border payment accounts[159][160][162]

Welcome to AI Factory Insider episode three. If you watched episode one and two, we've been building to this moment. Agents.To discuss agents, today we have two humans. My name is Kaushik Shirhatti, and I'm the host for the show. And I have my guest here, Anne Hecht, Senior Director of Product Marketing at NVIDIA.Welcome, Anne. Good to be here. In the previous two episodes, if you've watched those episodes, if not, we'll put those links in the chat here.We talked about what an enterprise AI factory is. We t ...

Some of the details on those measures have not been released yet, so we kind of just know about them in vague terms. Is this too little, too late in terms of the damage that the route has already done. Probably.Um, um, I think, you know, the there are three, basically three large areas of leverage ETFs, US listed, Hong Kong listed and now Korean listed. And they've only really been listed in Korea since, um, around May. And we've seen a huge amount of money going.So we you know, we started off the beginning ...

🗄️🎰 JUST IN: SK Hynix, Micron, SanDisk, and the Roundhill Memory ETF each traded over 100× their open interest (single-sided) on @tradexyz in the past month.Data via Token Terminal MCP https://t.co/sEt4cHQDn7 ...

He was hailed as the Nostradamus of AI. But in a matter of weeks, 20some yearear-old former open AI researcher Leopold Ashen Brener saw his high-flying hedge fund lose [music] tens of billions of dollars on tech investments. Ashen Brener launched situational awareness in 2024 [music] with zero prior professional investing experience.Powered by leverage from major Wall Street banks, his firm's assets [music] rocketed on massive bets on AI semiconductors, infrastructure, and energy providers. But when tech st ...