Smartkarma TL;DR (Beta)

"Upside vol, the lowest ever at 23%". — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

US Pre-Market TL;DR 5 in Five: On August 12, global markets were mixed, with US core CPI meeting expectations at +0.2%; annual inflation slowed to 3.4%. Mortgage rates dropped to 6.77%, boosting applications. Geopolitical tensions in Iran and Ukraine continued to influence market sentiment and currency/oil prices. 1️⃣ LITE: +8.2% Lumentum Holdings Inc's stock is trading higher due to strong quarterly results, exceeding expectations and providing optimistic guidance for the next quarter. 2️⃣ ATHE: +6.4% Alterity Therapeutics Ltd shares are trading higher following the announcement of a new patent for its lead clinical asset, ATH434, extending protection until 2045. 3️⃣ NBIX: -6.6% Neurocrine Biosciences Inc's stock has declined due to safety concerns surrounding its Vykat XR drug, despite positive findings for another drug. 4️⃣ ENTG: +4.2% Entegris Inc shares are trading higher after Deutsche Bank upgraded the stock to Buy, citing growth potential in the semiconductor sector and expected benefits from new fabrication plants. 5️⃣ PFGC: -4.9% Performance Food Group Co's stock is trading lower as fourth-quarter results and first-quarter sales guidance fell short of analyst expectations. — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

"US workers who are functionally illiterate now earn roughly the same per hour as the average British worker". — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

TL;DR 5 in Five: 1️⃣ Pakistan’s Defense Minister Khawaja Asif indicated that the US and Iran are nearing an agreement regarding the Strait of Hormuz, while Iran insists the waterway remains closed until its conditions are met, amid U.S. munitions shortages 2️⃣ The Japanese yen is approaching the critical 160 per dollar threshold, raising speculation about potential government intervention, despite recent coordinated efforts to stabilize it 3️⃣ Adani Group's joint venture, AdaniConneX, has secured an $800 million loan from international lenders, following the dismissal of fraud charges against founder Gautam Adani and nephew Sagar by a US court 4️⃣ An Air India Airbus A320 captain tested positive for illegal substances after an incident involving a sudden drop during a flight, resulting in injuries to several passengers and crew; an investigation is ongoing 5️⃣ In response to a devastating 7.4-magnitude earthquake that claimed over 180 lives, Colombia is set to declare an economic emergency as the quake disrupts exports, particularly affecting coffee shipments due to road damage Key Levels: • SPX ↓0.32% 7728.11 • NDQ ↓0.60% 26445.45 • 10Y ↓0.36% 4.70 • OIL ↑1.29% 83.19 • GLD ↓0.62% 4364.09 — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

"Persistent global imbalances can fuel financial vulnerabilities & raise the risk of disorderly adjustment". — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

TL;DR 5 in Five: 1️⃣ The yen fell to around 159 per dollar, negating gains from recent US-Japan intervention, but Growth Strategy Minister Minoru Kiuchi expressed confidence in Japan's fiscal strategies providing long-term support for the currency 2️⃣ Intel plans to seize opportunities in the AI market by offering $15 billion in new stock, marking its first public share offering since its 1971 IPO 3️⃣ Nvidia is collaborating with major financial firms to raise $500 billion for AI infrastructure, while Meta Platforms has released a downloadable AI model for personal computers 4️⃣ A strong magnitude 7.4 earthquake in Colombia resulted in at least 110 fatalities, extensive property damage, and ongoing rescue efforts as teams search for survivors 5️⃣ Malaysian Prime Minister Anwar Ibrahim is facing challenges after the resignation of a key lawmaker, amidst declining electoral support for his coalition following poor local election results Key Levels: • SPX ↓0.06% 7753.02 • NDQ ↓0.32% 26605.36 • 10Y ↑1.33% 4.71 • OIL ↑5.27% 82.30 • GLD ↑1.07% 4390.10 — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

"In short, several countries in Europe are having a very large wildfire year, but this is offset by lower burn in the Balkans". — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

TL;DR 5 in Five: 1️⃣ Efforts to reopen the Strait of Hormuz continue to face challenges as Iran maintains a list of demands for the US, while talks with Oman proceed without direct US involvement, indicating a potential strategy of patience from the Trump administration 2️⃣ Yemen’s Houthi militants claimed responsibility for a fire at Saudi Arabia's Jazan oil refinery, which resulted in damage to a crude storage tank; this incident marks the second fire at the Aramco facility in a month, with no reported injuries 3️⃣ Typhoon Dolphin struck eastern China, prompting the highest storm alert from Beijing and leading to the cancellation of over 1,680 flights and the evacuation of approximately 490,000 people from affected areas 4️⃣ A US judge temporarily halted the Pentagon's efforts to designate WuXi AppTec as a Chinese military company, ruling that the designation was likely arbitrary and causing irreparable harm to the pharmaceutical contractor 5️⃣ The US has criticized China for utilizing questionable justifications to enforce territorial claims in the South China Sea, particularly concerning new rules at Scarborough Shoal that restrict fishing and mining activities without prior authorization Key Levels: • SPX ↑0.62% 7757.50 • NDQ ↑1.30% 26690.62 • 10Y ↓0.64% 4.65 • OIL ↓0.54% 77.76 • GLD ↑2.44% 4343.43 — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

The Korean market's volatility, driven by semiconductor concentration, has led to significant foreign investor outflows. Leveraged ETFs and high margin debt have amplified market movements, triggering numerous circuit breakers. Regulatory measures are being taken to stabilize the market, but confidence remains low among foreign investors. 📖 Read more: skr.ma/9cjmR — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

US Pre-Market TL;DR 5 in Five: On August 7th, US Non-Farm Payrolls unexpectedly declined, and average hourly earnings missed forecasts, raising labor market concerns. Global equities were mixed, with the DAX down 3.4%, while US stocks saw varied movement. Germany's industrial production rose, but imports outpaced exports. 1️⃣ NET: +16.1% Cloudflare Inc's stock is up due to strong second-quarter earnings, raised fiscal year guidance, and positive analyst sentiment driven by its role in the AI infrastructure market. 2️⃣ TEAM: +30.9% Atlassian Corp is experiencing upward momentum driven by multiple analyst price target increases, CEO stock purchase plans, and exceeding Q4 earnings and Q1 revenue guidance. 3️⃣ TWLO: +18.2% Twilio Inc's stock is advancing sharply due to several analyst upgrades, positive quarterly performance with revenue and EPS exceeding expectations, and strong third-quarter revenue guidance. 4️⃣ NTRA: +14.8% Natera Inc reported strong second-quarter results, surpassing revenue estimates, with improved adjusted earnings per share and raised full-year revenue guidance, leading to positive analyst responses. 5️⃣ FROG: +16.5% Jfrog Ltd is notably increasing in pre-market trading following strong second-quarter results, exceeding revenue and EPS estimates, with raised full-year guidance and improved cloud revenue and retention rates. — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

"Foreign Institutional Investors bought an all-time high 7.2 Trillion Won ($5 Billion) worth of Korean Stocks on Friday...". — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

TL;DR 5 in Five: 1️⃣ Investor interest in AI remains strong, exemplified by Alphabet's $115 billion bond sale and DeepSeek's ongoing effort to raise $8 billion at a valuation of approximately $74 billion 2️⃣ China has initiated a security review of Palo Alto Networks' products, citing the need to protect critical infrastructure, potentially as a response to US tech restrictions 3️⃣ The Cockroach Janta Party has decided to function as a pressure group rather than a political party, focusing on a nationwide campaign addressing education, job creation, and government accountability 4️⃣ Stock markets declined amid US-Iran tensions, which have led to a rise in oil prices due to Iran's military actions in the Strait of Hormuz 5️⃣ North Korea launched a short-range ballistic missile in response to Japan's expanding defense capabilities, although Japan's Defense Ministry confirmed no immediate threat from the missile Key Levels: • SPX ↓0.18% 7710.00 • NDQ ↓0.06% 26348.35 • 10Y ↑1.39% 4.68 • OIL ↑4.07% 78.28 • GLD ↓0.65% 4219.90 — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

US Pre-Market TL;DR 5 in Five: US markets exhibited mixed performance. Jobless claims saw a slight uptick, yet the labor market remains robust. Q2 2026 nonfarm productivity significantly surged, with unit labor costs indicating weaker inflationary pressures. Market sentiment is cautious, balancing these mixed economic signals with ongoing Federal Reserve interest rate hike speculation. 1️⃣ APP: -19.2% Applovin Corp's stock price declined significantly due to multiple analyst downgrades and reduced price targets following mixed second-quarter results and concerns about market share. 2️⃣ WPP: +26.8% WPP PLC shares surged following strong first-half results and an optimistic outlook for the second half, surpassing analyst expectations. 3️⃣ INSM: +26.2% Insmed Inc experienced substantial pre-market gains due to a significantly narrowed second-quarter loss, quadrupled revenue, and raised full-year guidance. 4️⃣ SITM: +25.9% SiTime Corp's stock surged after reporting strong second-quarter earnings, exceeding estimates, and providing optimistic guidance for the third quarter. 5️⃣ PAYC: +15.6% Paycom Software Inc shares traded higher after strong second-quarter earnings, exceeding expectations, and an increased full-year revenue guidance. — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral

"The world's top line has never been greater." — ✨ Share this link to invite friends: on.skr.ma/jointldr 👉🏻 Insights about to go viral: on.skr.ma/viral