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The Morning Bull - US Market Morning Update Monday, Aug, 3 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.6% and Nasdaq-100 futures ahead by roughly the same amount. The move comes even as the US 10 year Treasury yield sits near a recent high around 4.73%, which keeps borrowing costs elevated for mortgages, credit cards and corporate debt. At the same time, US consumer sentiment has picked up to 55.2, while year ahead inflation expectations...

The monthly jobs report comes out Friday. Before that, Elon Musk’s SpaceX will post its first earnings report as a listed company. Also reporting: Walt Disney; tech companies Palantir and Advanced Micro Devices; ride-sharing firms Uber and Lyft; private-equity firms Apollo, Carlyle and TPG; and fast-food chains McDonald's and Wendy’s.

A new breed of aircraft—half-helicopter, half-drone—begin real world tests across the U.S. this summer thanks to a federal program. First up is cargo, with passengers close behind.

The Fed and inflation conditions are pushing long-term Treasury yields to multidecade highs.

Signs point to a potential change that may need to be made in September.

Reports from tech giants drove big gains and losses, while the Fed-fueled bond selloff adds to market pressures.

In another heavy earnings week, we’ll also see reports from McDonald’s, Disney, Uber, Devon Energy, and more.

CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.

Bond traders aren't counting on Warsh and the Federal Open Market Committee (FOMC) to sit on their proverbial hands for much longer.

Financial stocks like XLF, JPMorgan, and Bank of America hit new highs on strong Q2 earnings as investors rotate out of technology, though bank shares pulled back ahead of the Fed meeting.

Financial stocks have been among the market’s best performers this month. The Fed’s next move, however, may determine how much further the rotation can run.

Investors step into another busy week, with the July jobs report and SpaceX earnings in focus.

Fed Chair Kevin Warsh and the Federal Open Market Committee (FOMC) are contending with elevated inflation, thanks in part to the president's policies.

(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr

Fed Chairman Kevin Warsh left interest rates unchanged on Wednesday. Bond investors tightened the screws anyway.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Unless the Fed gets tougher on inflation, investors in long-term Treasury bonds will feel the pain.

The president isn't helping ensure his prediction about the stock market comes true.

The cool news is that the latest data from the Federal Reserve’s preferred inflation indicator came in lower than consensus in June, primarily due to a drop in energy prices. The not-so-cool news? During his second Fed Day as Chairman of the U.S. central bank, Kevin Warsh hemmed and hawed over ...

Recessions can be scary, but how you handle them can make all the difference. Here are my three big ideas.

Roblox (NYSE:RBLX) has rolled out major changes to its recommendation algorithm in 2026 that affect how content is surfaced to users. The company has also introduced new safety measures that tighten content controls and user protections across the platform. Together, these shifts are expected to reduce near term monetisation, which has fed into a lower forecast for bookings. Management is framing the move as a long term push for better user retention and a safer experience for its large...

Brookfield Infrastructure Partners (NYSE:BIP) reported second-quarter funds from operations of $702 million, or $0.89 per unit, up 10% from a year earlier, as inflation-linked utility rates, higher transportation and midstream activity, new data projects and recently completed investments supported

Brunswick (NYSE:BC) reported second-quarter results that exceeded its expectations, supported by sales growth across all reporting segments, stronger operating performance and recognized tariff refunds. The marine products company said net sales rose 8% year over year to $1.6 billion, while adjusted

Sony (NYSE:SONY) reported record first-quarter sales and operating income for fiscal 2026, raised its full-year sales, operating income and net-income forecasts, and said it expects most of an estimated ¥80 billion in U.S. tariff refunds to benefit results during the current fiscal year. For the qu

Silver equivalent output jumps 36% and revenue soars 150% year-over-year, but rising AISC and inflationary pressures temper the strong operational performance.

Amazon subsidiary Zoox received the first U.S. federal approval to deploy a commercial, driverless robotaxi service without traditional human controls. The approval from NHTSA allows Zoox to begin commercial operations in Las Vegas, subject to state level requirements. This is the first time a fully autonomous vehicle without a steering wheel or pedals has been cleared for commercial ride hailing in the U.S. For Amazon.com, Inc. (NasdaqGS:AMZN), Zoox represents a move into autonomous ride...

<p>The largest long-term Treasury ETF is down 3.8% this year, erasing most of last year's gain, as inflation and debt worries pressure the long end.</p>

<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>

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Federal Trade Commission cleared ‌quantum computing firm IonQ's $1.8 billion acquisition ‌of chipmaker SkyWater Technology after the agency's ​leaders disagreed over whether to impose conditions, they said on Friday.