Financial Briefing

Market Analysis Report

August 12, 2026 · 15:52 UTC

8Key Highlights
7Sectors Covered
6Risks Identified
10Strategies
94Headlines Analyzed
78

Market Score

Positive

Executive Summary

Key market highlights and overall sentiment assessment

Key Highlights

  • US July CPI cooled slightly to 3.4% despite recent energy shocks, while core inflation came in subdued, easing pressure on the Fed and triggering gains in stocks and bonds.
  • Tech and AI infrastructure names surged after strong CoreWeave and Supermicro results, with Nebius soaring 20% and Nvidia's $70B AI investment strategy drawing investor attention.
  • Markets increasingly expect the Fed to hold rates in September, though bond traders retain some hike wagers, reflecting lingering inflation uncertainty.
  • Oil prices rose as attacks dented hopes for a Strait of Hormuz reopening; the US claims control while talks continue, keeping geopolitical energy risk elevated.
  • Tokenization and crypto-infrastructure themes advanced, with Wintermute planning a $1B AI infrastructure push and Galaxy Digital receiving a bullish target from Rosenblatt.
  • Fiscal concerns deepened as the federal deficit tracks above $2T and the national debt approaches $50T, even as tax-cut proposals for high earners are discussed.
  • The LA Lakers sold to Bob Iger and Josh Kushner for over $12B, underscoring robust sports/media asset valuations.
  • US existing home sales fell 1.7% in July as record prices and high mortgage rates continued to pressure affordability.

Market Sentiment

Positive
78/100
Latest Oil Market News and Analysis for Aug. 122

Latest Oil Market News and Analysis for Aug. 12

Bloomberg
Josh Kushner, Bob Iger Buy LA Lakers for Over $12 Billion8

Josh Kushner, Bob Iger Buy LA Lakers for Over $12 Billion

Bloomberg
Stock market today: Dow, S&P 500, Nasdaq rise after CPI data cools slightly19

Stock market today: Dow, S&P 500, Nasdaq rise after CPI data cools slightly

Yahoo Finance
Inflation remained stubborn in July as wages slowed for workers21

Inflation remained stubborn in July as wages slowed for workers

CNBC
Stocks, Bonds Rise as Tame CPI Curbs Fed-Hike Bets: Markets Wrap22

Stocks, Bonds Rise as Tame CPI Curbs Fed-Hike Bets: Markets Wrap

Bloomberg
US existing homes fall 1.7% in July as record prices, high mortgage rates stifle would be-buyers - ABC News - Breaking News, Latest News and Videos24

US existing homes fall 1.7% in July as record prices, high mortgage rates stifle would be-buyers - ABC News - Breaking News, Latest News and Videos

Abcnews.com
Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers28

Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers

Bloomberg
Tech stocks today: CoreWeave and Supermicro results win over investors35

Tech stocks today: CoreWeave and Supermicro results win over investors

Yahoo Finance
Bob Iger, Josh Kushner Are Buying the LA Lakers43

Bob Iger, Josh Kushner Are Buying the LA Lakers

Bloomberg
US Core Inflation Comes in Subdued, Easing Pressure on Fed46

US Core Inflation Comes in Subdued, Easing Pressure on Fed

Bloomberg
The National Debt Is Barreling Toward $50 Trillion. Now Trump May Give Out Massive Tax Cuts to the 1%47

The National Debt Is Barreling Toward $50 Trillion. Now Trump May Give Out Massive Tax Cuts to the 1%

Yahoo Finance
JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns55

JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns

Bloomberg
Cooler CPI inflation reading bolsters case for Fed to hold rates in September56

Cooler CPI inflation reading bolsters case for Fed to hold rates in September

Yahoo Finance
Bond Traders Keep Wagers on a September Fed Hike After Tame CPI57

Bond Traders Keep Wagers on a September Fed Hike After Tame CPI

Bloomberg
US Stocks Rise as Inflation Keeps Fed ‘At Bay,’ Spurs Tech Rally60

US Stocks Rise as Inflation Keeps Fed ‘At Bay,’ Spurs Tech Rally

Bloomberg
Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders68

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Yahoo Finance
Federal budget deficit on track to surpass $2T this fiscal year as spending outpaces revenue - Fox Business79

Federal budget deficit on track to surpass $2T this fiscal year as spending outpaces revenue - Fox Business

Fox Business
Oil prices rise as attacks dent hopes for Strait of Hormuz reopening84

Oil prices rise as attacks dent hopes for Strait of Hormuz reopening

GNews
Trump Says US Controls the Strait of Hormuz, But Talks Continue86

Trump Says US Controls the Strait of Hormuz, But Talks Continue

Bloomberg
Los Angeles Lakers sold to Bob Iger, Josh Kushner for $12 billion89

Los Angeles Lakers sold to Bob Iger, Josh Kushner for $12 billion

CNBC
AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro91

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

Yahoo Finance
Fed Will Stay on Hold in September, Pimco's Wilding Says92

Fed Will Stay on Hold in September, Pimco's Wilding Says

Bloomberg
Consumer inflation eased to 3.4% in July, despite recent energy shocks93

Consumer inflation eased to 3.4% in July, despite recent energy shocks

Yahoo Finance
Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)94

Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)

Yahoo Finance

Market Insights

Sector trends, themes, and emerging market dynamics

Key Market Themes

Cooling inflation supports a Fed pause and risk-on sentimentAI infrastructure boom is broadening beyond mega-cap techGeopolitical energy risk centered on the Strait of HormuzGrowing fiscal/debt sustainability concernsTokenization and crypto-to-AI infrastructure convergenceHousing affordability and slowing wage growth as consumer risksPremium sports/media deal activity

Sector Analysis

Technology & AI Infrastructure

AI infrastructure stocks are surging on strong earnings from CoreWeave and Supermicro, with Nebius up 20% and Palantir highlighting daily progress in AI-driven productivity. Nvidia is deploying $70B into OpenAI, Anthropic, and other AI leaders.

AI capex remains the market's dominant growth driver, but rich valuations and Jamie Dimon's warning create a two-sided setup favoring quality and earnings visibility over speculative AI exposure.

Energy & Materials

Oil prices are rising on Strait of Hormuz disruption fears, while BP and Shell benefit from the Iran-related risk premium. Aluminum prices jumped after the Alunorte disruption, lifting NALCO and Hindalco. Silver surpassed $66.

Energy and industrial metals offer geopolitical hedges and inflation protection, but oil remains headline-driven and volatile; nuclear fuel and silver provide alternative commodity exposure.

Financials & Fintech

Tokenization is positioned to break trading barriers, while Wintermute plans a $1B AI infrastructure push and Galaxy Digital earns a Buy rating. Goldman Sachs agreed to buy Neos Investments for $2.25B, and Jane Street priced $14.6B in debt with an 8% 10-year yield.

Financial innovation is accelerating, but Jane Street's 8% coupon and Air Baltic's bond slump highlight rising credit costs and pockets of balance-sheet stress.

Housing & Real Estate

US existing home sales fell 1.7% in July as record prices and high mortgage rates stifled buyers.

Housing affordability remains a serious headwind, with potential spillover into consumer sentiment, construction, and mortgage-related financials.

Aerospace & Space

SpaceX's historic IPO is leading fund performance, Firefly's CEO reports surging launch demand, while Rocket Lab fell on competitive concerns.

Commercial space is transitioning from speculative to revenue-generating, but valuations and competition create a selective opportunity set.

Sports & Media

Bob Iger and Josh Kushner are buying the LA Lakers for over $12B, JPMorgan is investing heavily in the 2028 LA Olympics, and Paramount Skydance remains in legal limbo versus Warner Bros. Discovery.

Premium live sports and media assets continue to attract strategic capital, reinforcing the value of scarce entertainment franchises.

Risk Assessment

Identified risk factors, impact levels and mitigation strategies

High

Strait of Hormuz oil supply disruption

Medium

Mitigation: Maintain energy exposure via integrated oil majors, use energy ETFs/options for hedging, and monitor tanker/shipping signals and US-Iran diplomacy.

Sources:2848687
High

AI/tech valuation bubble

Medium

Mitigation: Favor AI companies with demonstrated earnings and cash flow; use protective puts or covered calls on concentrated positions; avoid low-quality speculative names.

Sources:131835889194
High

Inflation persistence and Fed policy uncertainty

Medium

Mitigation: Diversify duration, favor inflation-protected bonds and real assets, and avoid aggressive rate-sensitive positioning before the September FOMC.

High

Unsustainable fiscal trajectory

High

Mitigation: Maintain global diversification, consider hard assets and EM carry with currency hedges, and monitor Treasury auction demand and deficit data.

Sources:477579
Medium

Housing market deterioration

High

Mitigation: Underweight housing-related consumer discretionary and mortgage originators; monitor job ads and wage data for confirmation of a broader slowdown.

Sources:2485
Medium

Corporate credit stress

Medium

Mitigation: Avoid leveraged high-yield exposure in vulnerable issuers, emphasize investment-grade balance sheets, and monitor distressed debt signals such as Air Baltic's bond slump.

Sources:3277
Latest Oil Market News and Analysis for Aug. 122

Latest Oil Market News and Analysis for Aug. 12

Bloomberg
Oil prices rise as attacks dent hopes for Strait of Hormuz reopening84

Oil prices rise as attacks dent hopes for Strait of Hormuz reopening

GNews
Trump Says US Controls the Strait of Hormuz, But Talks Continue86

Trump Says US Controls the Strait of Hormuz, But Talks Continue

Bloomberg
BP p.l.c. (BP) vs. Shell plc (SHEL): Two Oil Majors Cash In on the Iran War, But Tell Different Stories87

BP p.l.c. (BP) vs. Shell plc (SHEL): Two Oil Majors Cash In on the Iran War, But Tell Different Stories

Yahoo Finance
Jamie Dimon Just Issued a Warning About AI Stocks. History Says the Smartest Investors Are Making This 1 Move.13

Jamie Dimon Just Issued a Warning About AI Stocks. History Says the Smartest Investors Are Making This 1 Move.

Yahoo Finance
S&P 500 Earnings Are So Good Investors Are Starting to Worry18

S&P 500 Earnings Are So Good Investors Are Starting to Worry

Bloomberg
Tech stocks today: CoreWeave and Supermicro results win over investors35

Tech stocks today: CoreWeave and Supermicro results win over investors

Yahoo Finance
Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?88

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Yahoo Finance
AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro91

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

Yahoo Finance
Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)94

Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)

Yahoo Finance
Inflation remained stubborn in July as wages slowed for workers21

Inflation remained stubborn in July as wages slowed for workers

CNBC
US Core Inflation Comes in Subdued, Easing Pressure on Fed46

US Core Inflation Comes in Subdued, Easing Pressure on Fed

Bloomberg
JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns55

JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns

Bloomberg
Cooler CPI inflation reading bolsters case for Fed to hold rates in September56

Cooler CPI inflation reading bolsters case for Fed to hold rates in September

Yahoo Finance
Bond Traders Keep Wagers on a September Fed Hike After Tame CPI57

Bond Traders Keep Wagers on a September Fed Hike After Tame CPI

Bloomberg
Fed Will Stay on Hold in September, Pimco's Wilding Says92

Fed Will Stay on Hold in September, Pimco's Wilding Says

Bloomberg
Consumer inflation eased to 3.4% in July, despite recent energy shocks93

Consumer inflation eased to 3.4% in July, despite recent energy shocks

Yahoo Finance
The National Debt Is Barreling Toward $50 Trillion. Now Trump May Give Out Massive Tax Cuts to the 1%47

The National Debt Is Barreling Toward $50 Trillion. Now Trump May Give Out Massive Tax Cuts to the 1%

Yahoo Finance
World-Beating Rand Carry Lures Traders to South African Debt75

World-Beating Rand Carry Lures Traders to South African Debt

Bloomberg
Federal budget deficit on track to surpass $2T this fiscal year as spending outpaces revenue - Fox Business79

Federal budget deficit on track to surpass $2T this fiscal year as spending outpaces revenue - Fox Business

Fox Business
US existing homes fall 1.7% in July as record prices, high mortgage rates stifle would be-buyers - ABC News - Breaking News, Latest News and Videos24

US existing homes fall 1.7% in July as record prices, high mortgage rates stifle would be-buyers - ABC News - Breaking News, Latest News and Videos

Abcnews.com
'Greater headwinds': Job ads fall for third month in a row - Seek85

'Greater headwinds': Job ads fall for third month in a row - Seek

GNews
Jane Street Prices $14.6 Billion Debt Deal With 8% 10-Year Yield32

Jane Street Prices $14.6 Billion Debt Deal With 8% 10-Year Yield

Bloomberg
Air Baltic Bonds Slump After Airline’s Debt-for-Equity Swap Plan77

Air Baltic Bonds Slump After Airline’s Debt-for-Equity Swap Plan

Bloomberg

Strategic Recommendations

Actionable investment opportunities and defensive strategies

Investment Opportunities

Accumulate AI infrastructure leaders with strong earnings and clear AI demand visibility

medium

CoreWeave, Supermicro, Nebius, Nvidia, Palantir, and Cerebras are benefiting from accelerating AI capex; earnings beats confirm the demand cycle, though valuation discipline is essential.

Use energy and commodity exposure as a geopolitical and inflation hedge

short

Oil majors BP and Shell are cash-generating beneficiaries of Hormuz risk, while aluminum and silver offer additional inflation-sensitive upside.

Sources:23650628487

Build exposure to tokenization and crypto-to-AI infrastructure convergence

long

Tokenization promises to break trading barriers, Galaxy Digital has a Buy rating on Helios ramp, and Wintermute's $1B AI infrastructure plan confirms institutional crossover.

Sources:33178

Add defensive consumer staples with pricing power and stable demand

long

Hershey, Monster Beverage, Restaurant Brands, and Cracker Barrel offer resilience amid slowing wages and housing affordability stress.

Sources:17236671

Selectively participate in commercial space momentum

long

SpaceX's IPO is a historic catalyst and Firefly reports surging launch demand; focus on proven operators rather than speculative pre-revenue names.

Sources:203437

Defensive Strategies

Hedge equity portfolio with protective puts or covered calls

short

With valuations stretched and geopolitical oil risk elevated, options-based hedging can reduce downside while preserving upside in a still-positive tape.

Sources:3352

Maintain core allocation to defensive healthcare and consumer staples

medium

Obesity drug leader Eli Lilly provides a new buy point, while staples earnings and pricing power offer portfolio ballast in a late-cycle environment.

Sources:17236466

Diversify into high-quality bonds and select EM carry

medium

Cooler CPI and a likely Fed hold support bonds, while world-beating rand carry and EM currency strength offer attractive yield opportunities.

Sources:22567583

Keep energy hedges in place despite oil strength

short

Hormuz tensions can spike prices quickly, but a diplomatic resolution could reverse the risk premium sharply; hedging via XLE or options reduces whipsaw risk.

Sources:2848687

Hold above-average cash/dry powder and monitor Fed signals

short

With conflicting signals on September Fed policy and high-profile insider activity, maintaining liquidity allows flexibility if inflation or AI sentiment shifts.

Sources:535556577392
Palantir's Shyam Sankar says ‘every day we’re making progress’ as AI supercharges American workers - Fox News9

Palantir's Shyam Sankar says ‘every day we’re making progress’ as AI supercharges American workers - Fox News

Fox News
Tech stocks today: CoreWeave and Supermicro results win over investors35

Tech stocks today: CoreWeave and Supermicro results win over investors

Yahoo Finance
Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market51

Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market

Yahoo Finance
Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders68

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Yahoo Finance
Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?88

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Yahoo Finance
AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro91

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

Yahoo Finance
Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)94

Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)

Yahoo Finance
Latest Oil Market News and Analysis for Aug. 122

Latest Oil Market News and Analysis for Aug. 12

Bloomberg
NALCO shares zoom 9%, Hindalco 3.7% after Alunorte disruption lifts aluminium prices: Impact explained36

NALCO shares zoom 9%, Hindalco 3.7% after Alunorte disruption lifts aluminium prices: Impact explained

GNews
Silver prices today, Wednesday, August 12, 2026: Surpassing $66 as expectations for July inflation ease50

Silver prices today, Wednesday, August 12, 2026: Surpassing $66 as expectations for July inflation ease

Yahoo Finance
Lightbridge CEO Says Nuclear Fuel Is Accelerating62

Lightbridge CEO Says Nuclear Fuel Is Accelerating

Bloomberg
Oil prices rise as attacks dent hopes for Strait of Hormuz reopening84

Oil prices rise as attacks dent hopes for Strait of Hormuz reopening

GNews
BP p.l.c. (BP) vs. Shell plc (SHEL): Two Oil Majors Cash In on the Iran War, But Tell Different Stories87

BP p.l.c. (BP) vs. Shell plc (SHEL): Two Oil Majors Cash In on the Iran War, But Tell Different Stories

Yahoo Finance
Tokenization Promises To Break Trading Barriers. What Investors Need To Know.3

Tokenization Promises To Break Trading Barriers. What Investors Need To Know.

Yahoo Finance
Rosenblatt reiterates Galaxy Digital Buy rating and $35 target on Helios ramp31

Rosenblatt reiterates Galaxy Digital Buy rating and $35 target on Helios ramp

Yahoo Finance
Bitcoin and ethereum prices today, Wednesday, August 12, 2026: Crypto prices rise with CPI report on deck78

Bitcoin and ethereum prices today, Wednesday, August 12, 2026: Crypto prices rise with CPI report on deck

Yahoo Finance
Analyst Report: Monster Beverage Corp17

Analyst Report: Monster Beverage Corp

Yahoo Finance
Analyst Report: Hershey Co/The23

Analyst Report: Hershey Co/The

Yahoo Finance
Analyst Report: Restaurant Brands Intl Inc66

Analyst Report: Restaurant Brands Intl Inc

Yahoo Finance
Operational Traction Restores Investors’ Confidence in Cracker Barrel Old Country Store (CBRL)71

Operational Traction Restores Investors’ Confidence in Cracker Barrel Old Country Store (CBRL)

Yahoo Finance
Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering20

Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering

Yahoo Finance
Stock Market Today: Dow Rises On Iran Claim; SpaceX Rival Rocket Lab Falls But Chips Move Up (Live Coverage) - Investor's Business Daily34

Stock Market Today: Dow Rises On Iran Claim; SpaceX Rival Rocket Lab Falls But Chips Move Up (Live Coverage) - Investor's Business Daily

Investor's Business Daily
Firefly CEO Says Launch Demand Is Surging37

Firefly CEO Says Launch Demand Is Surging

Bloomberg
Protective puts: How to hedge a portfolio with options33

Protective puts: How to hedge a portfolio with options

Yahoo Finance
What is a covered call? How this options income strategy works.52

What is a covered call? How this options income strategy works.

Yahoo Finance
IBD 50 Stocks To Watch: Obesity Drug Giant Eli Lilly Offers New Buy Point64

IBD 50 Stocks To Watch: Obesity Drug Giant Eli Lilly Offers New Buy Point

Yahoo Finance
Stocks, Bonds Rise as Tame CPI Curbs Fed-Hike Bets: Markets Wrap22

Stocks, Bonds Rise as Tame CPI Curbs Fed-Hike Bets: Markets Wrap

Bloomberg
Cooler CPI inflation reading bolsters case for Fed to hold rates in September56

Cooler CPI inflation reading bolsters case for Fed to hold rates in September

Yahoo Finance
World-Beating Rand Carry Lures Traders to South African Debt75

World-Beating Rand Carry Lures Traders to South African Debt

Bloomberg
EM Currencies Gain as US Inflation Eases Fed Rate-Hike Fears83

EM Currencies Gain as US Inflation Eases Fed Rate-Hike Fears

Bloomberg
Trump Says US Controls the Strait of Hormuz, But Talks Continue86

Trump Says US Controls the Strait of Hormuz, But Talks Continue

Bloomberg
Daily – Vickers Top Insider Picks for 08/12/202653

Daily – Vickers Top Insider Picks for 08/12/2026

Yahoo Finance
JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns55

JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns

Bloomberg
Bond Traders Keep Wagers on a September Fed Hike After Tame CPI57

Bond Traders Keep Wagers on a September Fed Hike After Tame CPI

Bloomberg
Daily – Vickers Top Buyers & Sellers for 08/12/202673

Daily – Vickers Top Buyers & Sellers for 08/12/2026

Yahoo Finance
Fed Will Stay on Hold in September, Pimco's Wilding Says92

Fed Will Stay on Hold in September, Pimco's Wilding Says

Bloomberg

Market Outlook

Forward-looking scenarios, key catalysts and indicators to watch

Short-term · 1–3 months

Cautiously positive: the cooler CPI print, subdued core inflation, and strong AI earnings support equities and bonds. The Fed is likely to hold in September, but oil supply risk and stretched tech valuations could trigger sharp but likely temporary pullbacks.

Long-term · 6–12 months

Structural trends in AI infrastructure, tokenization, and commercial space remain powerful drivers, but fiscal debt, persistent inflation above target, and slowing housing/wage conditions raise the risk of a late-cycle correction. Selective quality, real assets, and global diversification are favored.

Key Catalysts

  • September FOMC meeting and subsequent Fed guidance
  • Strait of Hormuz negotiations and oil supply developments
  • Follow-through earnings from CoreWeave, Supermicro, Nebius, and other AI infrastructure names
  • Execution of Nvidia's $70B AI investment and Palantir's agentic AI roadmap
  • Next US CPI/PCE inflation prints and wage data
  • Treasury deficit funding and debt-ceiling/fiscal policy developments
  • Housing market data and mortgage-rate trajectory
  • Back-to-school retail sales and consumer sentiment
  • LA Lakers transaction closing and broader sports/media M&A
  • Social Security COLA 2027 announcement

Monitor Closely

  • US CPI/core PCE and Fed funds futures
  • 10-year Treasury yield and Treasury auction demand
  • WTI/Brent crude and Strait of Hormuz shipping flows
  • Silver and aluminum prices
  • AI infrastructure earnings and capex guidance
  • Bitcoin/Ethereum and tokenization-related regulatory news
  • Existing home sales, mortgage rates, and job ads
  • EM currencies and South African debt flows
  • Insider buying/selling via Vickers data
  • Corporate credit spreads, especially Air Baltic and Jane Street-adjacent issuers
Latest Oil Market News and Analysis for Aug. 122

Latest Oil Market News and Analysis for Aug. 12

Bloomberg
Tokenization Promises To Break Trading Barriers. What Investors Need To Know.3

Tokenization Promises To Break Trading Barriers. What Investors Need To Know.

Yahoo Finance
Josh Kushner, Bob Iger Buy LA Lakers for Over $12 Billion8

Josh Kushner, Bob Iger Buy LA Lakers for Over $12 Billion

Bloomberg
Stock market today: Dow, S&P 500, Nasdaq rise after CPI data cools slightly19

Stock market today: Dow, S&P 500, Nasdaq rise after CPI data cools slightly

Yahoo Finance
Inflation remained stubborn in July as wages slowed for workers21

Inflation remained stubborn in July as wages slowed for workers

CNBC
Stocks, Bonds Rise as Tame CPI Curbs Fed-Hike Bets: Markets Wrap22

Stocks, Bonds Rise as Tame CPI Curbs Fed-Hike Bets: Markets Wrap

Bloomberg
US existing homes fall 1.7% in July as record prices, high mortgage rates stifle would be-buyers - ABC News - Breaking News, Latest News and Videos24

US existing homes fall 1.7% in July as record prices, high mortgage rates stifle would be-buyers - ABC News - Breaking News, Latest News and Videos

Abcnews.com
Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers28

Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers

Bloomberg
Tech stocks today: CoreWeave and Supermicro results win over investors35

Tech stocks today: CoreWeave and Supermicro results win over investors

Yahoo Finance
NALCO shares zoom 9%, Hindalco 3.7% after Alunorte disruption lifts aluminium prices: Impact explained36

NALCO shares zoom 9%, Hindalco 3.7% after Alunorte disruption lifts aluminium prices: Impact explained

GNews
US Core Inflation Comes in Subdued, Easing Pressure on Fed46

US Core Inflation Comes in Subdued, Easing Pressure on Fed

Bloomberg
The National Debt Is Barreling Toward $50 Trillion. Now Trump May Give Out Massive Tax Cuts to the 1%47

The National Debt Is Barreling Toward $50 Trillion. Now Trump May Give Out Massive Tax Cuts to the 1%

Yahoo Finance
Silver prices today, Wednesday, August 12, 2026: Surpassing $66 as expectations for July inflation ease50

Silver prices today, Wednesday, August 12, 2026: Surpassing $66 as expectations for July inflation ease

Yahoo Finance
JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns55

JPMorgan Sees Fed on Hold as ‘Teflon Inflation’ Eases Concerns

Bloomberg
Cooler CPI inflation reading bolsters case for Fed to hold rates in September56

Cooler CPI inflation reading bolsters case for Fed to hold rates in September

Yahoo Finance
Bond Traders Keep Wagers on a September Fed Hike After Tame CPI57

Bond Traders Keep Wagers on a September Fed Hike After Tame CPI

Bloomberg
US Stocks Rise as Inflation Keeps Fed ‘At Bay,’ Spurs Tech Rally60

US Stocks Rise as Inflation Keeps Fed ‘At Bay,’ Spurs Tech Rally

Bloomberg
Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders68

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Yahoo Finance
World-Beating Rand Carry Lures Traders to South African Debt75

World-Beating Rand Carry Lures Traders to South African Debt

Bloomberg
Air Baltic Bonds Slump After Airline’s Debt-for-Equity Swap Plan77

Air Baltic Bonds Slump After Airline’s Debt-for-Equity Swap Plan

Bloomberg
Bitcoin and ethereum prices today, Wednesday, August 12, 2026: Crypto prices rise with CPI report on deck78

Bitcoin and ethereum prices today, Wednesday, August 12, 2026: Crypto prices rise with CPI report on deck

Yahoo Finance
Federal budget deficit on track to surpass $2T this fiscal year as spending outpaces revenue - Fox Business79

Federal budget deficit on track to surpass $2T this fiscal year as spending outpaces revenue - Fox Business

Fox Business
EM Currencies Gain as US Inflation Eases Fed Rate-Hike Fears83

EM Currencies Gain as US Inflation Eases Fed Rate-Hike Fears

Bloomberg
Oil prices rise as attacks dent hopes for Strait of Hormuz reopening84

Oil prices rise as attacks dent hopes for Strait of Hormuz reopening

GNews
'Greater headwinds': Job ads fall for third month in a row - Seek85

'Greater headwinds': Job ads fall for third month in a row - Seek

GNews
Trump Says US Controls the Strait of Hormuz, But Talks Continue86

Trump Says US Controls the Strait of Hormuz, But Talks Continue

Bloomberg
BP p.l.c. (BP) vs. Shell plc (SHEL): Two Oil Majors Cash In on the Iran War, But Tell Different Stories87

BP p.l.c. (BP) vs. Shell plc (SHEL): Two Oil Majors Cash In on the Iran War, But Tell Different Stories

Yahoo Finance
AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro91

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

Yahoo Finance
Fed Will Stay on Hold in September, Pimco's Wilding Says92

Fed Will Stay on Hold in September, Pimco's Wilding Says

Bloomberg
Consumer inflation eased to 3.4% in July, despite recent energy shocks93

Consumer inflation eased to 3.4% in July, despite recent energy shocks

Yahoo Finance
Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)94

Stock Market Today: Nasdaq Advances As Lumentum Soars On AI Demand, Earnings Beat (Live Coverage)

Yahoo Finance