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MARKET WRAPS STOCKS: Stocks finished mixed as concerns over deadlock on the Strait of Hormuz offset optimism about inflation and artificial-intelligence profits. TREASURYS: Treasury yields fell in the wake of muted consumer-price data. FOREX: The U.S. dollar gained as traders weighed the outlook for inflation. COMMODITIES: Oil futures added to recent gains as the U.S. and Iran hardened rhetoric on the Strait of Hormuz.

HEADLINES Inflation Was 3.4% in July, Down Slightly From the Previous Month. The annual inflation rate fell slightly in July, and a key measure of underlying price trends remained moderate last month. Stop-and-start peace negotiations in the Middle East brought a respite for gasoline prices. And so-called core prices, which exclude the volatile food and energy categories, rose by 0.2% in July from the previous month, a relatively modest increase offering hope that broader price pressures could be abating. Underlying inflation trends are especially decisive right now for the Federal Reserve, where policymakers are grappling with whether and when to raise interest rates. Wednesday’s report may make the Fed more comfortable waiting to see if inflation keeps cooling on its own, rather than trying to tamp it down with rate increases.

Palantir Shares Soar Pre-Market +15%. Palantir Technologies reported 93% revenue growth in the second quarter with an adjusted operating margin of 62%, demonstrating strong business momentum. The company expanded its customer base and increased average contract value, with net dollar retention reaching 157% and large deals exceeding $10 million. Despite the high valuation, Palantir's financial performance and operational execution support a premium if growth and margins continue. Analysts maintained their Buy recommendation, viewing Palantir as a quality growth stock that requires patience for long-term gains.

Dow Futures Up 550 Points Amid Iran Talks Optimism. United States stock futures mostly continued rising on Monday, as the Dow Jones jumped as much as 550 points before the start of the trading session. Markets seemed to react positively to the prospect of renewed talks between the Trump administration and the Iranian regime. Meanwhile, oil prices plunged earlier today due to Middle East optimism and OPEC's production quota increase. The Dow Jones was up by 1% or 526 points at 8:09 am ET, the S&P 500 gained 0.50%, while the Nasdaq 100 was flat. The euro traded unchanged compared to the dollar and went for 1.15330 at 8:17 am ET.

Europe Closes Higher After Strong Data. Major stock indexes in Europe closed mixed on Friday as investors assessed the latest economic data and corporate results. Business activity improved across Germany and the euro area in July, while the United Kingdom’s private sector returned to growth and retail sales increased in June. Meanwhile, German consumer confidence was projected to weaken slightly in August, and Volkswagen reported a marginal decline in first-half sales revenue. At the close, the DAX advanced 1.36%, and the Euro Stoxx 50 went up 1.14%. The best performer in both was SAP, which surged 9.26%. The CAC 40 increased by 0.88%, with Dassault climbing 7.90%. The FTSE 100 jumped 0.93%, as Relx gained 4.77%. The euro traded flat against the dollar at 5:22 pm CET, going for 1.13858. Concurrently, the pound added 0.19% against the greenback, changing hands for 1.33401.

Trump: Very bad if Putin, Xi sell weapons to Iran. US President Donald Trump took to Truth Social on Friday to stress that it would be "very bad" for Russian President Vladimir Putin or Chinese President Xi Jinping to sell weapons to Iran. "President Xi, at our recent meeting in Beijing, China, told me that he would not, under any circumstances, give or sell Weapons to the Islamic Republic of Iran ... Likewise, President Putin, despite the horrible War going on in Ukraine ... told me that he would not sell Weapons to Iran," Trump wrote. "If they did, it would be very bad for them — Certainly not in their best interests.

US launches new round of Iran attacks. The United States Central Command (CENTCOM) announced on Friday that it launched a new round of attacks against Iran at 3:00 pm ET today, making it the seventh consecutive night of strikes. "The strikes are designed to continue degrading Iranian military capabilities at the Commander in Chief's direction," the US military said. The latest round of US attacks follows warnings from Tehran that if Washington continues to attack Iran for "another two or three days," the Iranian forces will enter a "full offensive phase."

US closes lower, Nasdaq 100 down 1.5% US stock markets closed lower on Friday, as escalating tensions in the Middle East weighed on investor sentiment and losses in semiconductor stocks pressured major Wall Street indexes. Investors also focused on developments across the technology sector, including reports of Pentagon computing talks with SpaceX, a potential Meta deal to supply Anthropic with AI capacity, and a drop in SpaceX shares following a Starship launch delay. At 4:00 pm ET, the Dow Jones Industrial Average declined 0.77% or 406 points with Coca-Cola Company retreating 3.96%. The Nasdaq 100 tumbled 1.49% and the S&P 500 lost 1.01% as Intuitive Surgical Inc. plunged 14.15% within both indexes. The euro was flat against the dollar at 3:59 pm ET, trading at $1.14409

Canada Factory Sector Expands in June on Rising Output, New Orders. OTTAWA—Canada’s manufacturing sector maintained growth in June, with factory owners increasing their payrolls due to rising production and new orders. The Canada-specific data released Thursday from S&P Global also carried warnings about inflation. The S&P Global Canada manufacturing purchasing managers index edged upward to 53.0 in June, from 52.9. This marks the third straight month above the 50 threshold—which signals expansion among the country’s manufacturers.

Tesla Sales Jumped in Second Quarter. After months of slowing car sales and hits to its brand, Tesla has regained momentum. The electric automaker and tech company sold 480,126 electric vehicles globally in the second quarter, up 24.9% from the same period last year, the company said Thursday. Tesla also reported 40.6% growth in its energy business, a figure which measures how much battery energy the company deployed in the quarter. Energy deployments grew rapidly last year, even as its autos business slowed.

Iran Attacks Cargo Ship, Testing Trump’s Deal to Reopen Strait. Iran’s Islamic Revolutionary Guard Corps attacked a Singapore-flagged cargo ship Thursday in the Strait of Hormuz, according to two senior U.S. officials, testing the deal signed last week by the U.S. and Iran to end the fighting and reopen the vital shipping lane. The attack, which damaged the ship’s bridge but left no casualties, according to U.K. Maritime Trade Operations, took place near the coast of Oman hours after the Iranian paramilitary’s navy warned ships not to use routes through the waterway that the regime hadn’t sanctioned. On Tuesday, the International Maritime Organization told shippers it was coordinating an evacuation route for the hundreds of ships still stuck in the Persian Gulf in cooperation with Iran, Oman, other coastal states and the U.S.

Nasdaq 100 Opens 2% Higher On Fed, Iran News. Major stock market indexes in the United States opened higher on Thursday in the aftermath of the Federal Reserve's latest decision to hold the key interest rate steady and the remote signing of the memorandum of understanding (MoU) between Washington and Tehran. Moreover, US President Donald Trump announced that Apple Inc. had agreed to work with Intel Corporation to design and produce microchips domestically. The Dow Jones Industrial Average increased by 0.75% or 385 points as Caterpillar Inc. grew by 3.02% at 9:32 am ET. The Nasdaq 100 gained 2.03% or 602 points, with Intel soaring by 11.21% at 9:33 am ET. The S&P 500 rose by 1.20% as Western Digital Corporation jumped by 11.20% at 9:33 am ET.

Dow Up 430 Points In Premarket On Iran Deal. Major United States stock indexes traded higher in the premarket on Monday after a strong end to last week, when Elon Musk became the world's first trillionaire following SpaceX's market debut. Investors were also assessing the reported peace agreement between Washington and Tehran ahead of the G7 summit. President Donald Trump lifted the US naval blockade of Iran and reopened the Strait of Hormuz after Pakistan announced a deal between the two countries. The Dow Jones jumped 0.84% or 430 points at 4:21 am ET. The Nasdaq 100 added 2.01% or 597 points. The S&P 500 traded 1.20% higher.

SpaceX Jumps 5.6% In Premarket After Historic Debut. The shares of Space Exploration Technologies Corp., going by SpaceX, popped in the premarket on Monday, jumping over 5%, after the business had a record-breaking debut on the Nasdaq Global Select Market. SpaceX's market valuation surpassed $2 trillion last Friday, as its per-share price smashed expectations, reaching a high of $176.52. The event boosted Elon Musk's net worth, making him the first trillionaire in history. The company's stock surged 5.61% at 4:27 am ET, going for $169.91 apiece.

Oil Down 2% As Middle East Escalation Stops. Oil prices fell on Tuesday following the latest developments in the Middle East crisis. After Israel targeted the Lebanese capital of Beirut over the weekend, Iran launched missiles at Israel, prompting Israel to reciprocate. United States President Donald Trump urged Tehran to halt strikes and called Israeli Prime Minister Benjamin Netanyahu, after which both sides agreed to refrain from further escalation. The West Texas Intermediate (WTI) for deliveries in July dropped 2.75% and went for $88.85 per barrel at 4:45 am ET, while Brent for settlements in September lost 2.18%, going for $90.39 per barrel.

US Futures Higher After Halt in Israel-Iran Strikes. Wall Street futures traded with gains on Tuesday following an escalation in the Middle East conflict over the weekend, with Iran and Israel trading airstrikes. However, both sides agreed to halt attacks after an intervention by United States President Donald Trump. Meanwhile, artificial intelligence giant OpenAI said it confidentially filed for an IPO, without committing to a timeline. The Dow Jones added 0.10% at 4:20 am ET, the Nasdaq 100 grew by 0.66% and the S&P 500 rose by 0.33%. The euro traded 0.12% higher against the dollar and sold for 1.15460 at 4:31 am ET.

Asian markets lower, Kospi drops by over 4% Major stock market indexes in the Asia-Pacific region slipped on Monday after the Israel Defense Forces (IDF) launched airstrikes against military targets in Iran, hours after United States President Donald Trump urged restraint, raising concerns about the stability of the US-Iran ceasefire. Japan's Nikkei 225 lost 3.91%, while South Korea's Kospi plunged by 4.31% and Hong Kong's Hang Seng fell by 1.07% at 4:26 am CET. In mainland China, the Shanghai Composite decreased by 1.08%, while the Shenzhen Composite fell 1.87% at 4:27 am CET. Australia's S&P/ASX 200 lost 0.70% at the same time. The dollar was flat against the yen at 4:28 am CET, selling for ¥160.35550.

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Europe Down Premarket On Renewed M. East Tensions. European stock exchanges traded lower in the premarket hours on Thursday as investors remained on edge due to fresh tensions between Iran and the United States and concerns that the war would keep inflation high. Furthermore, Israeli Prime Minister Benjamin Netanyahu stated yesterday that the US and Israel are ready to attack Iran once more if necessary. Later in the day, investors will also have a busy economic calendar to digest, including Swiss inflation and unemployment prints for May, industrial production figures for Spain, and Eurozone retail sales data. The DAX slipped 0.15%. The Euro Stoxx 50 dropped 0.26%. The FTSE 100 fell 0.43%. The CAC 40 declined 0.16%. At 8:01 am CET, the euro and the pound sterling rose 0.13% against the dollar, selling at 1.16113 and 1.34307, respectively.

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