Homer

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran are closing in on an interim agreement brokered by Oman to reopen the Strait of Hormuz, with the US aiming for an announcement on Wednesday, per Axios.

[Hedgeye @Hedgeye]

BREAKING: Crude oil plunges -5.7% to below $76/barrel.

[OutSmarting Markets @itradeph]

U.S. stocks surged to fresh, historic all-time highs on Tuesday, August 4, 2026, fueled by an energetic tech earnings rally and a sharp decline in oil prices.

Both the S&P 500 and the Dow Jones notched record-setting closing peaks as geopolitical anxieties eased.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 $1.25 trillion added to the US stock market today.

S&P 500 closes at new all-time high of 7,736.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 S&P 500 just hit $70 TRILLION in total market cap for the first time in history.

500 companies are now worth more than double the entire US economy.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices collapse below $76/barrel after US Treasury Secretary Bessent says a deal with Iran could be announced shortly.

[Hedgeye @Hedgeye]

BREAKING: CoreWeave, $CRWV, soars +20% higher after announcing plans to build three new data centers in Indonesia, expected to come online in 2028.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 S&P 500 and Dow Jones just hit NEW ALL-TIME HIGHS.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially hits a new record high, now worth $69.7 trillion.

This continues to be the best economy in history for asset owners.

All-time highs are officially back.

[Investing.com @Investingcom]

PIPER SANDLER NAMES COREWEAVE $CRWV TOP PICK IN ’MEGAWATT’ AI INFRASTRUCTURE RACE

[FinancialJuice @financialjuice]

The announcement of arrangements for the full reopening of the Strait of Hormuz may be within hours or tomorrow - Al Hadath, citing a high-level source.

[Bull Theory @BullTheoryio]

BREAKING: Japan just spent a record $53 BILLION in a single day to save the yen, Per Bloomberg.

This was possibly the biggest one day intervention in its history, and the yen already back above 160 in less than 24 hours.

[Barchart @Barchart]

BREAKING 🚨: South Korea

South Korean Traders have reportedly lost 56 Trillion Won ($38.7 Billion Dollars) gambling on leveraged products during the recent bloodbath 🤯 👀

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap.

Now, South Korea's finance ministry has announced plans to "stabilize" the market.

What is happening? Let us explain.

(a thread)

[ABS-CBN News @ABSCBNNews]

JAPAN'S ABC-MART IS COMING TO PH 🇯🇵🇵🇭

Heads up, sneakerheads! Japanese shoe retailer ABC-Mart is opening in the Philippines this September. Located at Bonifacio High Street in Bonifacio Global City, Taguig, ABC-Mart Grand Stage will span over 750 square meters across two floors. | via Karen Flores Layno, ABS-CBN News

READ: https://t.co/hutjV23eoK

[Unicapital Research @usi_research]

$RRHI. Robinsons Retail is acquiring Premiumbikes Corp. for PhP 146.4M, matching its 2024 audited book value. The deal includes 214 stores nationwide and major motorcycle brands like Honda and Yamaha. @UTradePH

[OutSmarting Markets @itradeph]

BSP Governor Remolona signaled the possibility of two rate cuts this year, with one likely at the Aug. 28 meeting.

He said further easing would require a sharp slowdown in growth.

2Q GDP is seen at 5.5%.

The U.S. 19% tariff on Philippine goods is seen to have only a modest impact.

[OutSmarting Markets @itradeph]

In 2024, PAGCOR earned about ₱48.8 billion from online gaming, representing nearly half its gaming revenue.

In early 2025, that share rose to over 50%, with online gaming continuing to drive revenue growth.

Q1 2025 alone saw ₱14.3 billion from online gaming, which was more than half of PAGCOR’s earnings in that quarter.

[OutSmarting Markets @itradeph]

Philippine gaming tax reform gains momentum:

Senate deliberations now favor a tiered tax regime over blanket bans, following industry comments

Online gaming has become PAGCOR’s leading revenue source, overtaking land‑based casinos.

[Sawyer Merritt @SawyerMerritt]

NEWS: Chinese media tested ADAS in various scenarios, including highways & night driving. @Tesla’s vision-based system outperformed emerging Chinese brands like Huawei & Xiaomi, as well as traditional automakers. Even with LiDAR, competitors’ ADAS performance lags behind Tesla.

Rankings
Top Performers:
• Tesla Model 3 (RWD Refreshed) – 5/6
• Tesla Model X (2023 LR Refreshed) – 5/6
• Xpeng G6 – 3/6
• Wenjie M9 – 3/6
• Zhijle R7 – 3/6
• BYD Z9GT EV – 3/6

Mid-Tier:
• Aion RT (2025) – 2/6
• Platinum 3X – 2/6
• Avita 12 – 2/6
• Wenjie M7 – 2/5
• Avita 07 – 2/5

Low Performers:
• Ideal L6 – 1/6
• Xiaomi SU7 – 1/5
• Wenjie M8 – 1/5
• QinLDM – 1/5
• iCAR V23 – 1/5
• Xiaomi SU7 Ultra (2025) – 1/4
• BYD Seagull – 1/4
• NIO ES6 – 1/4

Failed All Tests (0 Passes):
• Zeekr 001 (2025 YOU Edition) – 0/6
• Baojun Enjoy PHEV – 0/6
• Lynk & Co – 0/6
• Han LEV – 0/5
• Zero runing C10 – 0/5
• PASSAT – 0/5
• GAC Honda P7 – 0/5
• Zeekr 7X (2025 100kWh) – 0/5
• Xpeng P7+ – 0/4
• Song Pro DM – 0/4
• Letao L60 – 0/4
• Star Era ET – 0/4
• Firefly – 0/4

Full 1.5 hour video in thread below: