What moved markets on August 4, 2026

In about one minute: BoJ Monetary Policy Meeting Minutes.

In about one minute: BoJ Monetary Policy Meeting Minutes. The market will focus on JPY.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Turkey Faces Court Contest. Turkiye Limits Access To Istanbul Mayor Campaign Account. Japan Overtime Pay Rises 2.8%.

Australia S&P Global PMI Composite Jul F: 53.2 (prev 52.6).

In about one minute: Ai Group Industry Index.

In about one minute: Ai Group Industry Index. The previous reading was -30. The market will focus on AUD.

In about one minute, the Employment Change q/q is due.

In about one minute, the Employment Change q/q is due. The published forecast is 0.2, matching the previous reading. Traders will focus on NZD.

Sunrun has priced a $267 million securitization of solar and storage assets.

Sunrun has priced a $267 million securitization of solar and storage assets. The next scheduled risk is Employment Change q/q at 22:45 UTC.

US Includes NVIDIA In AI Meeting.

SpaceX expects Starship to cut orbit cost by 99%.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. US To Issue More Defense Production To Allies. AMD Expects Data Centre Sales Acceleration. IFF - IFF Reports Second Quarter 2026 Results; Announces Use of Proceeds Plan for Food Ingredients Divestiture.

Samsung Electronics has launched new AI memory technology.

Samsung Electronics has launched new AI memory technology. SpaceX will use Nvidia GPUs in Starlink satellites.

SpaceX is partnering with Nvidia on an AI satellite compute payload.

SpaceX is partnering with Nvidia on an AI satellite compute payload. This directly exposes Nvidia.

Elong Power Holding has closed a public offering, raising $1.38 million.

Elong Power Holding has closed a public offering, raising $1.38 million. Separately, Lunai Bioworks has signed a collaboration agreement with BrainStorm Therapeutics.

The Cboe VIX is at 16.48.

The Cboe VIX is at 16.48. The US Dollar Index, DXY, is at 99.88.

Asia's launch industry is being reshaped by Elon Musk's vision.

Brent Crude futures settled at $79.36 per barrel, down $4.41 or 5.26%.

NYMEX Gasoline Futures Settle At $2.8522.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Nat Gas Futures Settle At $2.6820/MMBTU. NYMEX WTI Crude Sept. futures settle at $75.77 a barrel down $4.57, 5.69%.

Italy Extends Diesel Tax Cut.

Unity Bank Named New Jersey Premier Lender.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. US Ethanol Production Estimated At 1,096,000-1,143,000 BPD. Waymo Opens Robotaxi Service In Dallas.

Update. New verified detail: U.S.

Update. New verified detail: U.S. CENTRAL COMMAND SAYS THAT AS OF AUG. 4, U.S. FORCES HAVE REDIRECTED 45 COMMERCIAL VESSELS, DISABLED 2 AND BOARDED 2 TO ENSURE COMPLIANCE WITH THE U.S. BLOCKADE AGAINST IRAN, WITH A U.S. SAILOR STANDING WATCH IN THE COMBAT INFORMATION CENTER ABOARD THE USS BOXER (LHD 4) AS THE AMPHIBIOUS ASSAULT SHIP SAILS IN REGIONAL WATERS.

API CEO: About 7mb/d Of Oil Is Flowing Through Hormuz Each Day.

Microsoft Advertising is now available in Campaign Autopilot.

Microsoft Advertising is now available in Campaign Autopilot. This directly impacts Microsoft (MSFT).

Apple Gears Up For iPhone Launch.

In about one minute: The President participates in a Swearing-In Ceremony for the Director of National Intelligence.

In about one minute: The President participates in a Swearing-In Ceremony for the Director of National Intelligence. Watch USD, SPY, and VIX.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Chanel Sales Rise 16%. LendingTree Launches ChatGPT Mortgage Plug-In. The next scheduled risk is The President participates in a Swearing-In Ceremony for the Director of National Intelligence at 17:00 UTC.

NRG Energy Inc. (NYSE: NRG) stock traded lower Tuesday after reporting Q2 2026 adjusted earnings of $1.49, missing the $1.72…

NRG Energy Inc. (NYSE: NRG) stock traded lower Tuesday after reporting Q2 2026 adjusted earnings of $1.49, missing the $1.72 estimate. Revenue rose 11% to $7.481 billion, beating the $7.312 billion estimate. The stock is at a 52-week low.

Marcus Corporation has increased its quarterly dividend.

Blue Owl has closed its European Net Lease Fund with 1.6 billion euros in commitments.

In about one minute: The President participates in a Policy Meeting.

In about one minute: The President participates in a Policy Meeting. The market will focus on USD, SPY and VIX.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Marathon Petroleum Sees More Venezuelan Crude Reaching US Market, Putting Pressure On Western Canadian Select Crude Prices. U.K. Nat Gas Futures Settle At 136.78 Pence/Therm. The next scheduled risk is The President participates in a Policy Meeting at 16:00 UTC.

Iran is considering allowing Europe to clear mines in the Strait of Hormuz.

Iran is considering allowing Europe to clear mines in the Strait of Hormuz. Separately, Japan's Eneos is exploring new fuel, gas, and petrochemical opportunities, looking to boost growth investments to 1 trillion yen worldwide after acquiring businesses from Chevron.

Iran is weighing allowing Europe to clear mines in the Strait of Hormuz.

Iran is weighing allowing Europe to clear mines in the Strait of Hormuz. IDEXX Laboratories stock is up after reporting Q2 earnings of $4.27 per share, beating estimates of $3.96. Revenue increased 10% to $1.217 billion, exceeding the $1.201 billion estimate. Japan's Eneos plans $6 billion in global investments.

The Iraqi Ministry of Oil states it does not bear responsibility for tanker routes through Hormuz after vessels leave its…

The Iraqi Ministry of Oil states it does not bear responsibility for tanker routes through Hormuz after vessels leave its ports, clarifying that crude oil is sold at the port and the buyer assumes transport responsibility. Zscaler has been recognized as a leader in the Gartner Magic Quadrant for SASE and Security Service Edge.

Procter & Gamble CEO Jejurikar: Thorne Is Premium.

Procter & Gamble CEO Jejurikar: Thorne Is Premium. The next scheduled risk is The President participates in a Policy Meeting at 16:00 UTC.

Canada Minister In US For Trade Talks.

Nvidia has partnered with DDN for AI data access and is advancing GPU data access.

Nvidia has partnered with DDN for AI data access and is advancing GPU data access. This news directly impacts NVDA.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Moderna Commits 500,000 Doses Of mRNA-1469 Vaccine. Moderna Starts Phase 1 Trial Of Ebola Vaccine. US Sells $110 Billion 4-Week Bills.

The US Dollar Index, DXY, is at 99.87.

The US Dollar Index, DXY, is at 99.87. The Cboe VIX volatility index has risen to 15.79.

Update. New verified detail: IRAN, OMAN CONTINUE TO HAVE DISAGREEMENTS OVER STRAIT OF HORMUZ MECHANISM — AL JAZEERA.

Factory Orders month-over-month registered at minus 0.3 percent.

Factory Orders month-over-month registered at minus 0.3 percent. The NQ is currently trading at 29510, up 0.18 percent since the pre-event baseline.

JOLTS Job Openings came in at 7.359 million.

JOLTS Job Openings came in at 7.359 million. NQ is trading at 29520.25, up 0.21% since the pre-event baseline.

Morgan Stanley states that open AI models will accelerate adoption.

Morgan Stanley states that open AI models will accelerate adoption. This impacts AI-exposed equities. No immediate market reaction is observed.

Factory Orders month-over-month came in at -0.3 percent.

Factory Orders month-over-month came in at -0.3 percent. The NQ is up 0.2 percent since the pre-event baseline, currently trading at 29516.

JOLTS Job Openings came in at 7.359 million.

JOLTS Job Openings came in at 7.359 million. The prior was 6.948 million. NQ is up 0.2 percent since the pre-event baseline, currently trading at 29516.

In about one minute: JOLTS Job Openings.

In about one minute: JOLTS Job Openings. The published forecast is 6.948. The previous reading was 7.594. The market will focus on USD.

BAT has priced a $1.50 billion notes offering.

BAT has priced a $1.50 billion notes offering. The next scheduled risk is JOLTS Job Openings at 14:00 UTC.

The US API Crude Oil Stock Change has been reported.

The US API Crude Oil Stock Change has been reported. Canada's S&P Global Manufacturing PMI for July came in at 53.5, up from 53.0. DINO has launched "Mammoth Monday" offering fuel savings.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Small Caps Surge. Japan, US Coordinate to Resist Yen Weakness. T-Mobile Eliminates Upfront Costs.

Canada has set a new annual grain record.

Canada has set a new annual grain record. Aurora has partnered with Arrow McLaren. DWS has converted RVNU to an actively managed ETF.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. US DXY Hits 99.94. Cboe VIX at 15.57. Kustom Entertainment Sells Legacy Video Solutions.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Fed's Paulson: When rates are at zero, forward guidance is appropriate. Fed's Paulson: It is right to look through supply shocks. Fed's Paulson: Forward guidance means something pretty specific.

Canada's trade surplus widened to 3.86 billion.

Canada's trade surplus widened to 3.86 billion. Veru has received a notice of allowance for a US patent related to weight loss treatment.

In about one minute, the Trade Balance data will be released.

In about one minute, the Trade Balance data will be released. The published forecast is -67.134, following a previous reading of -77.585. This release will be relevant for instruments exposed to USD.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. US Crude Futures Erase Earlier Gains To Trade Near $80. Sunn Passes Permitting Milestone.

MCHP Demonstrates PCIe Gen 6 Storage.

Nurix has received a $10 million milestone payment for initiating a Phase 1 trial.

Nurix has received a $10 million milestone payment for initiating a Phase 1 trial. Separately, Datadog's price target has been raised to $295 at Canaccord.

Syria has agreed to reduce Russian oil imports in US sanction negotiations.

Syria has agreed to reduce Russian oil imports in US sanction negotiations. Additionally, Yemen's Houthi forces hit a Saudi target at Narjan Airport. Qatar's Foreign Minister Spokesperson confirms ongoing efforts for a diplomatic solution in US-Iran talks.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. ADM Q2 2026 EARNINGS Q2 ADJ EPS USD 1.84 (EST USD 1.44) - ADJ NET INCOME USD 895M (EST USD 608.4M - REVENUE USD 22,681 MILLION (EST USD 21,7. WAT Reports Q2 EPS 3.05. AMD Beats Q2 EPS, Revenue Estimates.

A senior Iranian source states the outbound Hormuz shipping lane will follow a route between Iran and Oman.

A senior Iranian source states the outbound Hormuz shipping lane will follow a route between Iran and Oman. This impacts crude oil and natural gas futures. Separately, Stifel initiates a buy rating on SK Hynix, and JP Morgan cuts Nike to underweight.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Germany 2Yr Schatz Bid-to-Cover. IRAQ SAYS TANKERS LOADED WITH IRAQI OIL PASSED VIA HORMUZ: INA.

Sky Quarry highlights growing Nevada oil exploration activity.

Sky Quarry highlights growing Nevada oil exploration activity. This could indicate potential new regional supply for Foreland Refinery.

AEMD Announces 1-for-5 Reverse Split.

The US Dollar Index, DXY, is at 100.03.

The US Dollar Index, DXY, is at 100.03. The Cboe VIX volatility index has risen to 15.84.

UK Oil, Gas Policy Won't Change BP's Mind On North Sea Sale.

BP CEO: No Plans To Move Listing From London.

LME cancels cobalt warrants.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. LME Withdraws Nickel Warrants. LME Aluminum Stock Falls 1,750 Tons. LME Cancels Aluminum Warrants.

Continental sees growth potential in North America.

Continental sees growth potential in North America. The next scheduled risk is FIPE CPI m/m at 08:00 UTC.

Aramco: Oil Exports to Asia Take 20-25 Days Longer Via Suez.

Aramco: Oil Exports to Asia Take 20-25 Days Longer Via Suez. The next scheduled risk is FIPE CPI m/m at 08:00 UTC.

Aramco's CEO states the company is exploring new export routes.

Aramco's CEO states the company is exploring new export routes. Additionally, Aramco notes that governments globally are looking to build more oil storage.

AUD, CHF, and GBP are leading currency strength.

AUD, CHF, and GBP are leading currency strength. Biovic has published data supporting DiviTum TKa.

BioNxt has provided an update on its sublingual drug pipeline.

NXP Powers BMW Digital Key Plus.

In about one minute: Unemployment Change.

In about one minute: Unemployment Change. The published forecast is -50.784. The previous reading was -28.739. The market will focus on EUR.

France reports its year-to-date budget balance at -106.8 billion.

France reports its year-to-date budget balance at -106.8 billion. The next scheduled risk is Unemployment Change at 07:00 UTC.

Saudi Aramco has expanded its export capacity, with current exports unaffected by Red Sea threats.

Saudi Aramco has expanded its export capacity, with current exports unaffected by Red Sea threats. Separately, the BP CEO stated the balance sheet needs to strengthen.

BP's CEO states the company's balance sheet needs to expand further.

BP's CEO states the company's balance sheet needs to expand further. This directly impacts BP equity.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Aramco Expands Export Capacity. Aramco: No material impact from July attacks.

Japan has sold 30 billion yen in bonds.

Japan has sold 30 billion yen in bonds. This directly impacts JGBs and the yen.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Aramco CEO: No Material Impact From Facility Targeting. Aramco's CEO Nasser: Beyond Refining, Current Trade Flows Through The Strait Of Hormuz Are At A Tenth Of Pre-Conflict Levels And The World W. Aramco's Nasser Says An Average Of 11 Million Barrels Of Liquids Supply Removed Each Day In The Face Of Resilient.

The Japanese Yen is weakening.

The Japanese Yen is weakening. Global stocks are near record highs.

Saudi Aramco reports maintaining 98.4% supply reliability.

Saudi Aramco reports maintaining 98.4% supply reliability. This impacts crude oil futures and energy sector equities. The next observable catalyst is the upcoming EIA inventory report.

Turkey's automotive sales declined 25% year-over-year.

Turkey's automotive sales declined 25% year-over-year. This impacts Turkish equities and the Turkish Lira. No immediate market reaction is observed. The next observable catalyst is the Turkish CPI data release tomorrow.

Nurix has enrolled its first patient in a Phase 3 CLL trial.

Nurix has enrolled its first patient in a Phase 3 CLL trial. This directly impacts Nurix Therapeutics, ticker NURX.

Chinese dip-buying is bolstering gold as prices find a floor at $4,000.

Saudi Arabia's S&P Global July Composite PMI registered 53.1, down from 53.3 in June.

Saudi Arabia's S&P Global July Composite PMI registered 53.1, down from 53.3 in June. This data point is relevant for instruments tracking Saudi Arabian economic performance.

Silicon Labs Unveils Low-Power Bluetooth LE SoC.

Understanding the South Asia Crude Palm Oil (Fastmarkets) vs.

Understanding the South Asia Crude Palm Oil (Fastmarkets) vs. USD Malaysian Crude Palm Oil Futures Spread.

Japan's Finance Minister Katayama declined to comment on joint forex intervention.

Japan's Finance Minister Katayama declined to comment on joint forex intervention. This impacts JPY crosses. The next observable catalyst is the upcoming Bank of Japan policy meeting.

In about one minute: 10-Year JGB Auction.

In about one minute: 10-Year JGB Auction. The previous reading was 2.729. The market will focus on JPY.

Japan Finmin Katayama Declines Comment On Intervention.

Japan Finmin Katayama Declines Comment On Intervention. The next scheduled risk is 10-Year JGB Auction at 03:35 UTC.

Japan has declined to comment on individual currency moves.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Japan Closely Monitoring FX Impact. Japan: Limited pass-through of rising expenses.

Apple has restored the Telegram app on its App Store.

Telegram has been reinstated on the App Store.

ARC Group Prices $105M IPO.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Australia Job Ads Rise 0.8%. Australia household spending rises 0.7%.

Here is what changed in the last few minutes.

Here is what changed in the last few minutes. Southern Company Prices $2.375B Convertible Notes. S.Korea to reduce stock market swings.

BOA Acquisition Corp. II has priced its initial public offering at $125 million.

Bancorp 34 Reports 2nd Quarter Performance.