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8/6
13:00
According to SEC Form 4 filings, Chewy (NYSE:CHWY) CEO Sumit Singh sold 81,841 shares of Class A common stock between July 31 and August 3, 2026, for a total value of approximately $1.9 million (at a weighted average selling price of $22.93 per share). The transaction included 49,477 shares sold in the open market under a 10b5-1 trading plan, and 32,364 shares withheld for tax obligations due to the net settlement of restricted stock units. Following the transaction, Singh still directly holds approximately 887,000 shares and indirectly holds 5,526 shares through his spouse, with their collective beneficial interest valued at $20.49 million as of the close of trading on August 3, 2026. At the time of this transaction, Chewy's stock price had fallen 36% over the past year.
12:55
Benioff stated that Salesforce has rebuilt itself around the concept of the "agentic enterprise," where AI agents perform work and humans provide judgment. He noted that the company delivered 2.4 billion AI agent work units in fiscal year 2026, achieved $800 million in Agentforce Annual Recurring Revenue (ARR), a 169% year-over-year increase, completed 29,000 transactions, and saw a nearly 50% quarter-over-quarter increase in Agentforce accounts in production.
12:54
Donald Trump praised Hegseth's leadership, crediting him with success in strengthening military recruitment, eliminating diversity, equity, and inclusion (DEI) initiatives, and recent US actions in Venezuela and and Iran. Donald Trump also accused The Washington Post of spreading false reports and called their reporting "treasonous."
12:53
New analysis indicates that while AI infrastructure contracts for bitcoin miners are becoming larger and more profitable, investors now require stronger execution before rewarding bitcoin mining stocks.
12:48
Israeli prosecutors have filed charges in a district court against Yinon Levi, the first Israeli to be indicted for killing a Palestinian in over seven years. Hathaleen was killed in July 2025 in the West Bank when settlers drove an excavator into the village of Umm al-Khair to clear land for a new illegal outpost, sparking clashes with residents. Videos show Levi firing into the crowd. Levi's lawyer called the charges false and said they would be contested in court. The case comes amid a surge in settler violence in the West Bank, with an average of 190 attacks per month in 2026.
12:40
AAII Investor Sentiment Turns More Bullish After Fed Pause, Bullish Sentiment Rises to 37.0% and Bull-Bear Spread Improves to -0.9%. Bearish sentiment fell 4.1 percentage points to 38.0%, while neutral sentiment declined 1.9 percentage points to 25.0%. A majority of respondents indicated that the Fed made the correct decision by keeping rates unchanged.
12:39
Bank of America (BofA) analyst Vivek Arya reiterated a Buy rating on Micron Technology (MU) on August 3rd, maintaining a $1,550 price objective, after Micron shares dropped in late July following a Chinese rival's stock market debut. BofA argues that the Chinese rival's growth is concentrated in commodity DRAM, not the high-bandwidth memory (HBM) essential for AI servers, where Micron and other incumbents dominate due to technical barriers and export controls limiting access to advanced manufacturing equipment. Micron's fiscal third-quarter revenue reached $41.46 billion, up from $9.30 billion a year earlier, with server DRAM prices climbing 18% quarter-over-quarter.
12:33
Bank of America cautioned that Federal Reserve Chair Kevin Warsh is facing an emerging-market-style "credibility shock" following the FOMC's 9-3 split decision to hold the fed funds upper bound at 3.75%. This decision, which saw three dissents, triggered a bear steepening of the yield curve, dollar weakness, and rising breakevens. The 10-year Treasury yield surged to a 12-month high of 4.75%, and the 10-year-2-year spread nearly doubled to 0.47 points. Additionally, Warsh is reportedly considering reducing the number of scheduled FOMC meetings from eight per year, a move that could amplify market volatility between policy decisions.
12:32
U.S. Senator Elizabeth Warren is seeking details on upcoming adjustments to the Federal Reserve's preferred measure of inflation, the Personal Consumption Expenditures (PCE) price index. The new methodology, set to be implemented with August data (released in September), could potentially lower reported inflation by approximately 0.2 percentage points. Warren called for greater transparency but did not mention evidence of political interference. The revisions will impact the pricing of software, legal services fees, and investment advisory, but will not affect the Consumer Price Index (CPI).
12:32
Donald Trump and Treasury Secretary Scott Bessent explained last week's unprecedented joint intervention to support the yen as a friendly gesture to an ally. However, Wall Street analysts noted that the true motive for the move may have been to protect the U.S. Treasury market as volatility began to rise, which is also seen as a sign that the dollar's global dominance may be starting to decline.
12:29
Aeva Technologies' stock surged nearly 40% after its Q2 report, where the company reported an adjusted loss of $0.41 per share on sales of $6.1 million, slightly better than analyst expectations of a $0.43 loss per share and $6 million in sales. The company's GAAP loss was $1.23 per share, an improvement from $3.49 in Q2 2025, with revenue growing 11% year-over-year. Additionally, Aeva announced its CFO Saurabh Sinha is departing and that it is entering the "Optical Connectivity" market, applying its photonics technology to the artificial intelligence sector.
12:27
Trump stated that DesJarlais is a strong advocate for American agriculture and is working to grow the economy, cut taxes and regulations, promote "MADE IN THE U.S.A.", and strengthen the military, among other priorities.
12:23
Grab Holdings (NASDAQ:GRAB) 目前股价徘徊在52周低点附近,但26位覆盖该股的分析师均给出“买入”评级,平均目标价为$5.86,这意味着未来12个月有超过58%的潜在上涨空间。尽管该公司第二季度财报表面亮眼,营收同比增长21.73%至$9.97亿,净利润飙升至$2.35亿,但其中包含一笔$3.07亿的印尼数字银行Superbank合并一次性收益。该股今年迄今已下跌超过26%,过去一年下跌近23%,且存在内部人士持续抛售的情况。分析师的看涨理由主要基于运营杠杆的显现、金融服务业务的强劲增长(收入增长59%,贷款组合增长197%),以及董事会授权的$7.5亿股票回购计划。管理层预计金融服务业务将在2026年下半年实现调整后EBITDA盈利。

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