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8/3
07:05
The U.S. Federal Communications Commission (FCC) will restrict imports of certain foreign-made advanced robots, including humanoids, quadrupeds, and some autonomous devices. Morgan Stanley expects a limited near-term impact on Chinese humanoid robot makers, as existing FCC-approved products remain exempt and U.S. sales are minimal. However, new product restrictions could weigh on Chinese robot vacuum and autonomous mobile robot makers with larger U.S. exposure.
07:04
These powers, which came into effect on Sunday, are designed to tighten the regulation of general-purpose AI models. The move could exacerbate tensions between the US and the EU over tech sovereignty and fines for American tech companies.
07:00
The company stated this follows a record first-half performance, which was boosted by "exceptional volatility" caused by the disruption in the Strait of Hormuz.
06:46
The agreement stipulates that T1 Energy will provide solar modules manufactured using domestically produced solar cells from its G2_Austin fabrication facility, assembled at its G1_Dallas plant. T1 expects these modules to contain over 60% domestic content starting in 2027, supporting U.S.-based solar manufacturing and Clearway's renewable energy pipeline with American-made components.
06:45
高盛指出,美联储若减少政策指引,例如主席Kevin Warsh提出的减少市场对美联储反应函数了解的提议,将无法改善决策者反馈,反而可能延迟货币政策传导并造成金融市场不必要的波动。
06:43
Crypto research firm 10x Research points out that Bitcoin might confirm a bear market bottom in August, even though rising US government bond yields could force the Federal Reserve to hike interest rates in September.
06:42
A Chinese municipal borrower stated it has sufficient funds to repay 1.08 billion yuan ($160 million) in offshore notes maturing next week, even after a planned refinancing bond sale was delayed, according to people familiar with the matter.
06:40
SpaceX is set to release its first earnings report since its record-breaking IPO after the market closes, with market attention focused on whether its Starlink profits can support the company's rapidly growing expenditures in AI and space businesses. Analysts estimate that SpaceX's total revenue for the second quarter (April-June) will be approximately $6.93 billion, with an EBIT loss of $1.55 billion. Of this, AI business revenue is expected to nearly triple to $2.33 billion, and Starlink revenue is estimated at $3.82 billion, with an operating profit of $1.42 billion. During the same period, capital expenditures for the AI division are expected to skyrocket by over six times to $10.2 billion, accounting for the majority of the company's total capital expenditures of nearly $14.05 billion. Since its $86 billion IPO in June, SpaceX's stock price has significantly pulled back, with investors questioning its high valuation (77 times expected revenue). Furthermore, SpaceX's post-IPO lock-up period will begin to expire on August 6, which could lead to stock sales by insiders and early investors.
06:36
The event, running from August 3rd to August 16th, 2026, challenges users to explore Bybit's new TradFi section and CFDs. Participants who complete a quiz during this period will have a chance to be among 40 top scorers selected weekly to receive a 25 USDT bonus each.
06:31
ARP Digital partner Yusuf Fakhro noted that Bitcoin's weakness reflects stalled market participation more than forced selling. This comes as ETF flows turned negative, with nearly 4,000 BTC in net outflows for the week, and CME open interest returned to 2023 levels. Additionally, July recorded the lowest average daily spot volume since November 2023, and MicroStrategy (Strategy) has paused its Bitcoin purchases for a fifth straight week. Bitcoin traded near $62,700 on Monday, down 3.5% on the week, after failing to reclaim $65,000.
06:31
Oil prices declined sharply on Monday as investors' hopes rose for a potential de-escalation in the conflict between the U.S. and Iran.
06:29
Former U.S. President Donald Trump celebrated a significant 55% drop in the trade deficit on social media, stating "Thank you, Tariff Man." However, the latest data shows that as of May 2026, the U.S. trade deficit in goods and services decreased by $203.9 billion year-over-year, a 40.6% reduction, primarily due to a $164.7 billion increase in exports and a $39.2 billion decrease in imports. Yet, the deficit in May actually expanded month-over-month to $77.6 billion, higher than April's $54.6 billion.

Economists are divided on the role of tariffs in the declining trade deficit and whether their benefits outweigh the higher costs faced by American businesses and consumers. Research by the Federal Reserve Bank of New York found that nearly 90% of tariff costs are borne by U.S. businesses and consumers. Donald Trump had proposed using tariff revenue to fund a "tariff dividend," but it has not yet been approved.
06:24
U.S. stock index futures rose on Monday, August 3rd, with Dow E-minis up 0.63%, S&P 500 E-minis up 0.49%, and Nasdaq 100 E-minis up 0.53% as of 5:29 a.m. ET. This uplift was driven by signs of de-escalating tensions in the Middle East, which also weighed on Brent Crude prices, causing them to fall 5.7% to $83.77 a barrel.

Investors are also reacting to potential consolidation in the healthcare sector, following reports of preliminary merger talks between Bristol Myers Squibb and AstraZeneca, which could create a nearly $400 billion drugmaker. Bristol Myers Squibb shares rose 8% in premarket trading, while AstraZeneca slid 6%. Additionally, U.S. President Donald Trump stated that talks with Iran to reopen the Strait of Hormuz are expected to occur today. Traders are also preparing for a week packed with earnings reports from companies like SpaceX, Palantir, and AMD, and key economic data
06:18
Europe's major rivers are experiencing significant drying after a series of heatwaves across the region. This situation is also restricting power generation from France to Hungary, leading to increased energy prices and putting a strain on Eastern European economies.
06:17
The bank argues investors will continue to question the Fed's credibility after last week's decision to hold rates steady despite three dissenting votes for a hike.
06:16
Goldman Sachs added Applied Materials (AMAT), Delta Air Lines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to its US Conviction List. Meanwhile, the firm removed Broadcom (AVGO), Dick's Sporting Goods (DKS), Johnson & Johnson (JNJ), and ServiceNow (NOW) from the list.
06:16
The annualized basis yield on Bitcoin futures, once over 20% during the 2021 bull market, has fallen to just 3%, consistently underperforming the average 3.8% yield on two-year U.S. Treasuries since February. This trend, which has lasted over five months, marks the longest such period since August 2022 to January 2023, according to Glassnode. The collapse in yield reduces the incentive for carry traders to deploy capital into futures, contributing to a slowdown in Bitcoin futures activity, with July volume at $880 million, down from February's $1.47 trillion peak. This shift indicates greater market liquidity and maturation, as shrinking inefficiencies lead to tighter bid-ask spreads and fewer arbitrage opportunities.
06:13
Oil companies have generated substantial profits during the Iran War, though their future operations are projected to be costly.
06:09
The world's largest asset manager, BlackRock, is setting its sights on infrastructure development in Mexico and has already begun competing with rivals such as Apollo for multiple projects in the country.
06:08
As of Monday, August 3, 2026, Forbright Bank is offering the highest annual percentage yield (APY) for high-yield savings accounts at 4.15%. This rate significantly surpasses the average 0.38% APY found in traditional savings accounts, with most high-yield options generally ranging between 3% and 4%.

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