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US JUL CPI RISES 0.1% M/M (EST. +0.1%) US JUL CPI RISES 3.4% Y/Y (EST. +3.4%) US JUL CORE CPI RISES 0.2% M/M (EST. +0.2%) US JUL CORE CPI RISES 2.5% Y/Y (EST. +2.5%)

*US JULY NONFARM PAYROLLS FALL -23K M/M; EST. +80K *US JULY UNEMPLOYMENT RATE 4.1%; EST. 4.2% *US JULY AVERAGE HOURLY EARNINGS RISE 0.1% M/M; EST. +0.3% *US JULY AVERAGE HOURLY EARNINGS RISE 3.2% Y/Y; EST. +3.5%

US 30-YEAR YIELD RISES TO HIGHEST LEVEL SINCE 2007- INFINITYHEDGE

FED: HAMMACK, KASHKARI AND LOGAN DISSENT IN FAVOR OF RATE HIKE

FOMC STATEMENT

FED LEAVES RATES UNCHANGED

ALPHABET 2Q REV. EX-TAC $103.62B, EST. $101.07B ALPHABET 2Q CAPEX $44.92B, EST. $44.15B ALPHABET 2Q GOOGLE CLOUD REV. $24.77B, EST. $22.46B ALPHABET 2Q GOOGLE SEARCH & OTHER REV. $63.27B. EST. $63.28B ALPHABET 2Q OPER INCOME $40.77B, EST. $40.55B ALPHABET 2Q GOOGLE AD REV. $81.63B, EST. $81.12B ALPHABET: HAVE NOT SOLD ANY SHARES UNDER ATM PROGRAM GOOGLE STILL SEES FY27 CAPEX INCREASING 'SIGNIFICANTLY' ALPHABET SEES FY CAPEX $195B TO $205B, SAW $180B TO $190B

* SENATE CLARITY ACT WOULD BAN PRESIDENTS, VICE PRESIDENT, MEMBERS OF CONGRESS, FEDERAL OFFICIALS AND OTHER COVERED OFFICIALS, ALONG WITH THEIR SPOUSES FROM ISSUING OR SPONSORING CRYPTOCURRENCIES AND OTHER DIGITAL ASSETS: [INFINITYHEDGE] * THE BILL REQUIRES COVERED OFFICIALS TO SELL THEIR CRYPTO HOLDINGS AND INVESTMENTS IN CRYPTO COMPANIES, PLACE THEM IN A BLIND TRUST THEY DO NOT CONTROL, OR BOTH * ETHICS PACKAGE WOULD REQUIRE DISCLOSURE OF CRYPTO SALES EXCEEDING $1,000 AND DIRECT THE GOVERNMENT ACCOUNTABILITY OFFICE TO STUDY ADDITIONAL ETHICS GAPS: ET

TRUMP MEDIA TO SELL FASTER ACCESS TO PRESIDENT’S SOCIAL POSTS: INFINITYHEDGE TRUMP MEDIA PITCHED $100,000 MONTHLY FEE FOR FAST FEED OF PRESIDENT’S POSTS: FT

TELEPROMPTER OPERATOR ALLEGEDLY MADE KALSHI BETS ON TRUMP STATEMENTS; CFTC INVESTIGATING: CNBC- INFINITYHEDGE TRUMP TELEPROMPTER OPERATOR ALLEGEDLY MADE MORE THAN $100,000 BETTING ON TRUMP SPEECHES AND IS IN SETTLEMENT TALKS WITH CFTC, SOURCES SAY CFTC INVESTIGATORS FOUND TELEPROMPTER PLACED BETS ON MORE THAN A DOZEN TRUMP SPEECHES OVER THREE MONTHS

S. KOREA TO TEMPORARILY HALT NEW SINGLE STOCK LEVERAGED ETFS SOUTH KOREA HIKES MINIMUM DEPOSIT REQUIREMENT FOR CHIP LEVERAGED ETF: INFINITYHEDGE SOUTH KOREA: RAISING THE MINIMUM TRADING UNIT FROM 1 SHARE TO 20 SHARES FOR SINGLE-STOCK LEVERAGED PRODUCTS EFFECTIVE NOVEMBER SOUTH KOREAN REGULATORS: WILL REVIEW ADDITIONAL MEASURES TO STABILIZE THE MARKET SOUTH KOREA REGULATOR: TO REQUIRE RETAIL INVESTORS TO TAKE ADDITIONAL COURSES ON RISKS WILL ALSO RAISE THE MINIMUM DEPOSIT REQUIREMENT FOR LEVERAGED ETFS TO 30 MILLION WON ($20,300) FROM 10 MILLION WON; MUST BE HELD ENTIRELY IN CASH; EFFECTIVE AUG. 5

WARSH: FED HAS ’NO TOLERANCE’ FOR PERSISTENTLY HIGH INFLATION WARSH: UNDERLYING INFLATION IS DETERMINED BY MONETARY POLICY FED'S CHAIR WARSH: LABOR MARKET APPEARS BROADLY STABLE

US CPI FALLS FOR THE FIRST TIME SINCE 2020, CORE GAUGE FLAT *US JUNE CONSUMER PRICES FALL 0.4% M/M; EST. -0.1% *US JUNE CONSUMER PRICES RISE 3.5% Y/Y; EST. +3.8% *US JUNE CORE CPI UNCHANGED M/M; EST. +0.2% *US JUNE CORE CPI RISES 2.6% Y/Y; EST. +2.8% TRADERS REDUCE WAGERS ON FED RATE INCREASE THIS MONTH

SK HYNIX SHARES PLUNGE 15.4%, MOST ON RECORD Shares of SK Hynix slid more than 15% on Korea Exchange to the lowest level in over two months, while peer Samsung Electronics dropped nearly 11%. The pair drove a 9% plunge in the benchmark Kospi that triggered a brief circuit-breaker suspension for the seventh time this year.

BEIJING CONSIDERING TIGHTENING ITS GRIP ON HOMEGROWN AI LABS - CHINESE OFFICIALS ARE REVISING AI PRIORITIES, MOVING FROM ENCOURAGING GLOBAL SPREAD OF CHINESE AI MODELS AS SOFT POWER TO THE VIEW THAT NOT ALL TECH SHOULD BE OPEN TO EVERYONE - BEIJING CONCERNED THAT SHARING AI TECH THROUGH OPEN-SOURCE RELEASES AND RESEARCH PAPERS COULD EXPOSE TECHNICAL SECRETS AND HELP ADVERSARIES WEAPONIZE THE TECHNOLOGY AGAINST CHINA: INFINITYHEDGE - CHINESE OFFICIALS ARE CONSIDERING REQUIRING MORE STRINGENT REGULATORY REVIEW BEFORE AI LABS CAN ROLL OUT MODELS, INCLUDING DEFERRING PUBLIC RELEASES AND RESTRICTING ACCESS FOR FOREIGN ENTITIES IF PRODUCTS CONTAIN SENSITIVE TECH: WSJ

DEEPSEEK IS DEVELOPING ITS OWN AI CHIP DESIGNED FOR INFERENCE, A PUSH TO REDUCE RELIANCE ON NVIDIA AND HUAWEI CHIPS, HIRING CHIP-DESIGN ENGINEERS FOR THE PROJECT - SOURCES DEEPSEEK'S EFFORT TO DEVELOP ITS OWN AI CHIP FOLLOWS A BROADER INDUSTRY TREND: OPENAI LAST MONTH UNVEILED JALAPENO, ITS FIRST CUSTOM INFERENCE CHIP, DEVELOPED WITH BROADCOM, WHILE ANTHROPIC HAS BEEN WEIGHING BUILDING ITS OWN AI CHIPS WITH SAMSUNG CHINA’S AI LAB ZIPHU WEIGHS CUSTOM CHIP AS DEMAND FOR ITS GLM MODEL SOARS. ZHIPU IS ALSO LIKELY TO MANUFACTURE THE CHIP AT CHINESE FOUNDRIES - THE INFORMATION

CHINA MULLS RESTRICTING OVERSEAS ACCESS TO TOP AI MODELS ALIBABA, BYTEDANCE AND Z.AI ATTENDED MEETINGS WITH AUTHORITIES, SOURCES SAY PARTICIPANTS DISCUSSED LIMITS ON BOTH CLOSED-SOURCE AND OPEN-WEIGHT AI MODELS OFFICIALS RAISED POSSIBILITY OF NEW MEASURES TO RESTRICT WHO CAN FUND DOMESTIC AI STARTUPS

TRUMP: COUPLE OF GUYS WENT SHORT MARKET, POOR BASTARDS ARE IN BIG TROUBLE, THEY'RE GETTING WIPED OUT

US JUNE NONFARM PAYROLLS RISE 57K M/M; EST. +110K US JUNE UNEMPLOYMENT RATE 4.2%; EST. 4.3% US JUNE AVERAGE HOURLY EARNINGS RISE 0.3% M/M; EST. +0.3% US JUNE AVERAGE HOURLY EARNINGS RISE 3.5% Y/Y; EST. +3.5% US JUNE TWO-MONTH PAYROLL NET REVISION SUBTRACTS 74k

OPENAI ENGINEERS DEVELOPED NEW OPTIMIZATIONS CUTTING MODEL INFERENCE COSTS BY MORE THAN 50%, REQUIRING LESS NVIDIA CHIPS: THE INFORMATION OPENAI MAY USE THESE SAVINGS TO LOWER API PRICING OR INCREASE USER QUERY LIMITS