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A $1 billion funding round for Base Power is a reminder that AI investing is no longer just a chip story. Electricity reliability, home batteries, and grid equipment are becoming the second-order bottlenecks that matter.
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Higher long-term interest rates are becoming a more meaningful headwind, even as the major indexes remain resilient. Market momentum has become increasingly selective, suggesting the rally may be less broad than the indexes imply.
Twenty-five states sued the Trump administration, arguing its latest global tariffs unlawfully replace duties already struck down by courts.
There is little evidence of the “Sell America” trade. More than a year after “Liberation Day,” signs of a structural foreign retreat from U.S. assets – driven by fiscal, political, or dollar concerns – remain scarce.
Tenable offers a compelling 'growth at a reasonable price' opportunity amid a market rotation favoring value and laggard sectors. TENB benefits from AI-driven cybersecurity demand, top-tier partnerships like Anthropic, and a balanced growth/profitability profile with mid-20s operating margins. Despite a recent >20% correction, TENB's Q2 results showed strong backlog growth and improved guidance, supporting a reiterated 'Buy' rating.
Oil prices moved lower as Iran and Oman talked about boosting traffic in the Strait of Hormuz.
Sportradar Group AG shares plunged 17% after Q2 earnings and lowered 2026 guidance, despite 19% y/y revenue growth and improved adjusted EBITDA. SRAD's operational improvements are overshadowed by investor concerns over profitability, US revenue growth, and management credibility after a 58% share price decline in a year. New partnerships with Kalshi and Polymarket position SRAD for potential accretive growth in prediction markets, though these benefits are not yet reflected in guidance.
The yen rallied sharply on Monday amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week. Sonja Marten, Chief Economist at DZ Bank, discusses the global market reaction to the US and Japan taking action on the yen.
With big tech reports out of the way, investors focus on results from industrials, health care and consumer staples and discretionary this week. Q2 S&P 500 profit growth currently stands at 47.4% with 61% of companies having reported. Potential earnings surprises this week: Alexandria Real Estate Equities, Kimberly-Clark Corp., Host Hotels & Resorts and Keurig Dr Pepper.
Financial markets in 2026 are marked by extreme volatility, debt-fueled bubbles, and rapid forced liquidations across asset classes. The unwinding of the Japanese yen carry trade is a defining macro risk, with US Treasury intervention tying US markets to Japan's monetary instability.
Respondents to a Federal Reserve banking survey reported “basically unchanged” lending standards for commercial and industrial loans during roughly the second quarter, with stronger demand for that type of loan coming from large and middle market firms.
CNBC's MacKenzie Sigalos reports on the competitive divide in hyperscaler companies.
ET's second-quarter earnings are likely to have benefited from fee-based contracts, strong NGL export volumes and expanding processing capacity in the Permian Basin.
Joseph Deyonker and Stephen Sopko discuss the semiconductor sector amidst summer weakness and headline anxiety around AI capex spending. Stephen says his team is not seeing any slowdown in production and calls a recent pullback a "penalty for good behavior" with news raising expectations each cycle.
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day.
West Texas Intermediate crude dropped over 6% Monday as Trump signaled a potential deal to reopen the Strait of Hormuz to global oil shipments.
Markets remained mixed for a second month in July, based on a set of ETFs tracking the major asset classes. The main event in last month's performance review: commodities rebounded after a sharp selloff in June, outperforming the other asset classes by a wide margin.
The ISM manufacturing survey for July showed robust conditions for U.S. factories, with the primary index hitting its highest level since May 2022. But managers at some companies unfavorably compared pricing volatility to the Covid era.
Britain's data watchdog said on Monday that it was monitoring "developments closely" relating to OpenAI and Anthropic after recent hacking incidents involving their AI models.
As of early Sunday morning, Kalshi traders saw a 29% likelihood of a nuclear deal between the U.S. and Iran before January 2027. That's up from 17% on Saturday evening.
Toast continues to gain restaurant market share, with 171,000 locations and recurring gross profit outpacing location and payment volume growth. AI-driven Toast IQ adoption is substantial, reaching 23% of the base, and early monetization efforts like Toast IQ Grow show promising incremental revenue potential. Expansion into enterprise, international, and retail markets extends TOST's growth runway, though hardware cost pressures and competitive threats warrant monitoring.
NEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Microvast Holdings, Inc. (NASDAQ: MVST) between April 1, 2025 and March 16, 2026, inclusive (the “Class Period”), of the important September 21, 2026 lead plaintiff deadline.
Douglas Dynamics, Inc. (PLOW) Q2 2026 Earnings Call Transcript
NEW YORK, Aug. 3, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Microvast Holdings, Inc. (NASDAQ: MVST) between April 1, 2025 and March 16, 2026, inclusive (the "Class Period"), of the important September 21, 2026 lead plaintiff deadline. So what: If you purchased Microvast securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
New York, New York and New Orleans, Louisiana--(Newsfile Corp. - August 3, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until August 28, 2026 to file lead plaintiff applications in a securities class action lawsuit against Hub Group, Inc. ("Hub" or the "Company") (NASDAQ: HUBG), if they purchased or otherwise acquired the Company's securities between April 28, 2023, and May 11, 2026, inclusive (the "Class Period").
NWL surges after an earnings beat and higher 2026 guidance as stronger sales and margins highlight its operating turnaround despite ongoing cost pressures.
Newell's discounted valuation, improving sales and margin recovery support the investment case, but debt and execution risks remain in focus.
NEW YORK, Aug. 3, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Lantheus Holdings, Inc. (NASDAQ: LNTH ) related to its sale to Curium US Holdings LLC.
NEW YORK, Aug. 3, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Atkore Inc. (NYSE: ATKR ) related to its sale to Prysmian S.p.A.
NEW YORK, Aug. 3, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Indivior Pharmaceuticals, Inc. (NASDAQ: INDV ) related to its merger with Supernus Pharmaceuticals, Inc. Upon closing of the proposed transaction, Indivior shareholders will own approximately 56.5% of the combined company.
NEW YORK, Aug. 3, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Supernus Pharmaceuticals, Inc. (NASDAQ: SUPN ) related to its sale to Indivior Pharmaceuticals, Inc. Under the terms of the proposed transaction, Supernus shareholders are expected to receive 1.5401 common shares of Indivior for each share of Supernus.