Bond vigilantes are doing the Fed's dirty work:
#Chart of the Day

https://finance.yahoo.com/markets/article/bond-vigilantes-are-doing-the-feds-dirty-work-chart-of-the-day-114805136.html

As traffic in Strait of Hormuz drops, Trump says he doesn't know when US can loosen Iran's grip
https://finance.yahoo.com/markets/article/as-traffic-in-strait-of-hormuz-drops-trump-says-he-doesnt-know-when-us-can-loosen-irans-grip-195408059.html

Did Apple just signal a bottom in momentum-driven memory chip stocks?
https://finance.yahoo.com/markets/article/did-apple-just-signal-a-bottom-in-momentum-driven-memory-chip-stocks-184019981.html

#WeekAhead
The July jobs report, SpaceX earnings, and AI struggles: What to watch this week

After last week's busiest five-day stretch of the quarter, investors will get only a small amount of relief this week. Several banner items on the agenda include the monthly nonfarm payrolls on Friday and SpaceX's (SPCX) first earnings report as a public company on Tuesday.

The S&P 500 (^GSPC) closed out Friday up 0.7%, for a gain of roughly 1.1% on the week, while the Dow (^DJI) picked up 0.5% on Friday to close the week on a similar performance of roughly 1%. The Nasdaq (^IXIC), continuing its rebound, ended Friday up 1% for a weekly gain of 1.6%.

https://finance.yahoo.com/markets/article/the-july-jobs-report-spacex-earnings-and-ai-struggles-what-to-watch-this-week-100000237.html

AI Models From OpenAI Just Went Rogue. Here's Why That's a Potential Threat to Crypto.
https://finance.yahoo.com/markets/crypto/articles/ai-models-openai-just-went-165400713.html

Why SPX Technologies Stock Surged on Friday
https://finance.yahoo.com/markets/stocks/articles/why-spx-technologies-stock-surged-165328093.html

Applied Materials Rose 15% on Thursday and Is Still More Than 30% Below Its High. It Reports on Aug. 13.
https://finance.yahoo.com/markets/stocks/articles/applied-materials-rose-15-thursday-164600333.html

Microsoft’s AI Cybersecurity Push Could Become a Major Growth Driver for MSFT Stock
https://finance.yahoo.com/technology/ai/articles/microsoft-ai-cybersecurity-push-could-160912618.html

Is Apple Stock a Buy on the Dip as iPhone Sales Surge?
https://finance.yahoo.com/markets/stocks/articles/apple-stock-buy-dip-iphone-123500089.html

Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks
https://finance.yahoo.com/technology/ai/articles/jensen-huang-says-chip-industrys-122300506.html

Abbott Laboratories vs. Eli Lilly: Which Healthcare Stock Is a Better Buy in 2026?
https://finance.yahoo.com/healthcare/articles/abbott-laboratories-vs-eli-lilly-121534390.html

SpaceX Stock May Be Down 51%, But It's Still Outperforming These 2 Other Recent IPOs
https://finance.yahoo.com/markets/stocks/articles/spacex-stock-may-down-51-120500003.html

Nvidia Has $500 Billion in AI Chip Bookings Covering 2025 and 2026, a Backlog Investors Can Track for Future Revenue
https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-chip-111000728.html

U.S. Air Force Taps Rocket Lab to Sell It 12 Hypersonic Missiles for $266 Million. Here's What Investors Need to Know.
https://finance.yahoo.com/markets/stocks/articles/u-air-force-taps-rocket-092500164.html

Nebius and CoreWeave Stocks are Plummeting. Is It Time to Buy the Dip?
https://finance.yahoo.com/markets/stocks/articles/nebius-coreweave-stocks-plummeting-time-092000735.html

#WeekAhead
What to Expect in Markets this Week: SpaceX’s First Earnings Report; Earnings From Chip and Memory Giants

Elon Musk gets plenty of attention. He'll get even more this week.

SpaceX is set to issue its first quarterly earnings report as a public company Tuesday afternoon, calling attention to Silicon Valley's surging investment in AI and the supply chain supporting the buildout. The results will follow a volatile seven weeks for Elon Musk's newly public moonshot.

https://finance.yahoo.com/markets/stocks/articles/expect-markets-week-spacex-first-090000846.html

President Donald Trump Expects the Stock Market to "Go Through the Roof," but His Own Policies Can Prevent That From Happening
https://finance.yahoo.com/markets/stocks/articles/president-donald-trump-expects-stock-082600474.html

Why Is PepsiCo So Much Cheaper Than Coca-Cola? This Is the Only Answer I Can Think Of.
https://finance.yahoo.com/markets/stocks/articles/why-pepsico-much-cheaper-coca-081000473.html

Palantir Technologies (PLTR) Q2 Earnings: What To Expect
https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-pltr-q2-earnings-071657984.html

Evening Update: Today’s headlines from The Straits Times on Aug 02, 2026

https://str.sg/dG5L

AI and chips are turning Malaysia into Asia’s growth standout
https://www.straitstimes.com/business/ai-and-chips-are-turning-malaysia-into-asias-growth-standout