Dow Jones Top Markets Headlines at 5 AM ET: U.S. Futures Higher, Oil Holds Around $80 on Hopes for Imminent Hormuz Reopening | Iran ...
Dow Jones2026/08/05 09:00U.S. Futures Higher, Oil Holds Around $80 on Hopes for Imminent Hormuz Reopening
A rally across global stock markets continued, with sentiment boosted by the prospect of a U.S.-Iran agreement to reopen the Strait of Hormuz.
----
Iran Is Staking Everything on Controlling the Strait of Hormuz
Tehran's hard-line approach in its showdown with President Trump threatens to destroy its economy and its ties with neighbors.
----
Inflation Problem Isn't Only About Energy, Fed's Schmid Says
Kansas City Fed President Jeff Schmid said Tuesday that the Federal Reserve's inflation problem isn't only about energy, and bringing inflation down to the Fed's 2% objective will require tighter policy.
----
India's Central Bank Holds Rates as Iran Crisis Keeps Risks High
India's central bank held rates steady again on Wednesday as it continues to assess the economic fallout of the Middle East conflict.
----
White House AI Guidelines Exempt U.S. Open Models From Government Review
The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.
----
Think Tech Is Spending Too Much? There's Trillions More to Come.
Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.
----
Even Big Profits Aren't Enough to Keep Chip Investors Happy
The semiconductor index fell into a bear market despite "unprecedented" profit increases.
----
Traders are using options to chase a runaway rebound in stocks, pushing the market even higher
Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try to keep up.
----
Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.
U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback, according to Ned Davis Research.
----
Stocks return to record highs. Investors who sat tight during the recent momentum crash are being rewarded.
The S&P 500 booked its 25th record close of 2026, after a 42-day break.
----
So what's the plan to bring down inflation? The new Fed chair and his White House allies say you shouldn't ask.
Critics say Kevin Warsh's determination to cool prices gains isn't sufficient.
----
U.S. Trade Deficit Contracted in June
U.S. imports totaled $388 billion in June, down 1.8% from May, while exports were $314.7 billion, down 0.9% from May. That yielded a trade deficit of $73.3 billion versus $77.6 billion in May.
----
Only the Bank of Japan Can Arrest the Yen's Decline
Higher interest rates are needed to address a growing yield gap with the U.S.
(END) Dow Jones Newswires
August 05, 2026 05:00 ET (09:00 GMT)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
How much CPO demand will Nvidia Rubin Ultra generate? Bernstein: Optical value per Pod will increase fivefold
Bernstein believes that the co-packaged optics (CPO) and fiber demand driven by Nvidia's Rubin Ultra architecture will surge significantly, with the optical content per Pod rising from $1 million to $5.4 million. This will propel the size of Nvidia's optical ecosystem market to $46.8 billion by 2028 (a 91% annual increase). Although the industry faces supply bottlenecks with InP substrates, the outlook remains positive. The institution reiterates its “outperform” rating for Lumentum, Coherent, and Ciena.

UBS Q3 implements a two-way strategy with gold options, heavily invests in technology stocks, and builds positions in SK Hynix (SKHY.US)
UBS Group (UBS.US) has submitted its Q3 holdings report (13F) as of September 30, 2026.

SpaceX (SPCX.US) reportedly attempts “de-Nvidiaization” at the rack level: developing Kessel cabinets to bypass L6 compute boards, purchasing only chips
SemiAnalysis: SpaceX has developed its own Kessel cabinet, bypassing Nvidia's L6 cards to provide more options for manufacturing its own hardware.

$3.7 billion “data center power equipment prepayments” abandoned! What did "the most active buyer of gas turbines", SoftBank, see?
In the second quarter of fiscal year 2026, SoftBank reported a net loss of $7.1 billion, primarily due to a $3.7 billion impairment charge from a $9.5 billion advance payment for power generation equipment for US data centers—of which about $2.9 billion was non-refundable and effectively lost. The CFO admitted that SoftBank placed orders before the project plan was finalized, and is now conducting a comprehensive review of its procurement strategy. "The most aggressive purchaser of gas turbines has now written off the deposit in this way."