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Real-time News
The Central Bank of Brazil cut interest rates by 25 basis points, in line with market expectations.Conflict Status 1. Houthi rebels again claim to have attacked Saudi oil tankers. 2. According to Irans Tasnim News Agency: Yemen is preparing for a full-scale confrontation with Saudi Arabia. US-Iran Negotiations 1. Iranian Foreign Ministry Spokesperson: The Foreign Minister or Speaker of Parliament has no plans to visit Pakistan or Qatar at the moment. 2. Trump: A US-Iran agreement will be decided within 48 hours; US-Iran negotiations are "progressing well," but Iran is unwilling to acknowledge it. 3. According to CNN: A Gulf state official believes there is a 50% chance that the US and Iran will reach an agreement by Friday. Strait of Hormuz 1. Yemeni Armed Forces: A total of 29 Saudi oil tankers were blocked and forced to retreat or return in the Red Sea and Arabian Sea. 2. UK Maritime Trade Operations Office: Received a report on an incident that occurred 9 nautical miles from the Mocha region of Yemen on August 4. On August 4, a ship near Yemen was attacked, resulting in a fire on board. 3. US—① According to Axios, the US plans to announce an agreement on the Strait of Hormuz on Wednesday. ② Trump: The Strait of Hormuz will open soon, or Iran will be attacked. ③ US Central Command: As of August 5, US forces had altered the routes of 48 merchant ships, rendered two ships inoperable, and boarded and inspected two other vessels. 4. Iran—① Iranian Foreign Ministry: Iran is close to reaching an agreement with Oman on the Strait of Hormuz, which would close two existing shipping lanes. A new shipping lane for entering the Strait of Hormuz and part of the journey out of the Strait will pass through Iranian territorial waters. However, the new lane is also temporary and is expected to be usable for 2 to 4 months. The Iranian Foreign Minister or Speaker of Parliament has no plans to visit Pakistan or Qatar at present. ② Foreign media: Iran is seeking to charge ships transiting the Strait a fee of 5% to 7% of the cargo value. Other: 1. US media: The Israel-Lebanon Rome talks ended prematurely due to changes in the situation. 2. Iran—① Iranian President: Communication with the Supreme Leader of Iran is currently "very difficult." ② Iran and Pakistan signed a new partnership agreement, aiming for a $10 billion trade target. 3. Israel—① Israel Defense Forces: An attack will be launched against Hezbollah in a southern Lebanese town. This attack is a response to Hezbollahs violation of the ceasefire agreement. ② The Israeli Ministry of Defense: Just conducted a scheduled test of the long-range Arrow missile defense system. ③ Israeli sources say the response to Hezbollahs serious violation of the agreement is not yet over.On August 6th, SanDisk (SNDK.O) reported strong Q4 2026 results, with both revenue and profit exceeding market consensus. Revenue surged 372% year-over-year and 51% sequentially. Options expiring in the week of August 7th showed the highest open interest for both call and put options with a strike price of $1370, suggesting that the intense options trading following the earnings release may have been at least partly responsible for the stocks weak performance. The weaker-than-expected revenue outlook for the next quarter ($10.3 billion-$10.8 billion) may also have contributed to the after-hours decline. SanDisk management stated, "The better-than-expected revenue was driven by our shift towards a higher-value customer portfolio (437% growth in the data center business) and pricing increases." SanDisks US-listed shares fell as much as 8% in after-hours trading.Conflict Updates: 1. A Russian drone factory director was attacked by a car bomb. 2. Ukrainian President Zelenskyy: Ukraines air defense system supply has decreased by two-thirds compared to last year. 3. Reports indicate that 16 people have been killed and 36 injured in the Kyiv region following the Russian attack. 4. Russian Ministry of Defense: Three ships were damaged near Odessa; Russia disrupted logistics hubs in and around Kyiv. 5. According to TASS: A fire broke out at the Russian State Space Corporation research facility in Korolyov, near Moscow. Other Updates: 1. French President Macron: The EU and its partners will continue to increase pressure on Russia, including through sanctions. 2. European Commission President Ursula von der Leyen: Russia must pay the price for the damage it has caused. We will allocate an additional €1.4 billion from the proceeds of frozen Russian assets to Ukraine. 3. Russian President Putin reshuffled the Russian military leadership, appointing Denis Lyamin to lead the newly formed unmanned systems force and appointing new frontline combat and military logistics commanders. 4. Ukrainian Prime Minister: The EU will allocate €1.4 billion to Ukraine from the proceeds of frozen Russian assets. These funds will be used to strengthen Ukraines defense capabilities and enhance the countrys resilience.Sequoia Capital has completed a new round of financing of $10 billion.
