WEEX Daily Market Highlights | 2026.08.04
Prefer us on Google
1 Stock Market Highlights
1) Amazon Surpasses $3 Trillion Market Cap as AWS Demand Continues to Outpace Supply
Amazon (AMZN) exceeded a $3 trillion market capitalization for the first time after rallying more than 20% over the past two trading sessions. Its Q2 earnings showed AWS revenue growth accelerated to 36.7%, the fastest pace in 18 quarters, while remaining performance obligations approached $500 billion. The company raised its full-year capital expenditure guidance to $220 billion and said AI computing shortages could persist until 2028. Strong long-term contracts and accelerating AI cloud monetization continue to attract investor inflows.
Watchlist: AMZN
2) Google Overtakes Apple to Become the World's Second-Largest Company
Alphabet (GOOGL) has reached a market capitalization of approximately $4.51 trillion, surpassing Apple to become the world's second-largest listed company, behind Nvidia. Investors remain optimistic about Google's cloud and AI commercialization, while improving sentiment across large-cap technology stocks has driven capital rotation toward companies with stronger earnings visibility.
Watchlist: GOOGL
3) Palantir Delivers Blockbuster Earnings, U.S. Commercial Revenue Surges 149%
Palantir (PLTR) reported 93% YoY revenue growth in Q2, with U.S. commercial revenue soaring 149%. Adjusted operating margin reached 62%, and the company raised its full-year revenue guidance for the third time, now expecting approximately 82% annual growth. Strong enterprise and government AI demand, accelerating commercialization, and high profitability remain key market catalysts.
Watchlist: PLTR
4) Crude Oil Edges Up 1% as Uncertainty Remains Over U.S.-Iran Negotiations
Oil prices rose modestly after President Trump described ongoing U.S.-Iran negotiations as the "last opportunity," while Iranian officials offered mixed responses. The market continues to price in potential supply risks stemming from geopolitical uncertainty.
Watchlist: CRUDEOIL, USO
- Spot: CRUDEOILON, USOON
- Futures: BZ, CL
2 Earnings Preview
After the U.S. Market Closes on August 4
Advanced Micro Devices (AMD) and SpaceX are scheduled to report earnings. Key areas to watch include:
1) SpaceX (SPCX) | After Market Close, August 4
Investors will focus on Starlink subscriber growth and profitability, AI-related capital expenditures and losses, and Starship development progress. As SpaceX's first earnings report since going public, the results are expected to have a significant impact on market sentiment toward the aerospace and satellite communications sectors. The stock has already rebounded nearly 6% ahead of earnings, and the report could drive short-term volatility.
Watchlist: SPCX
2) Advanced Micro Devices (AMD) | After Market Close, August 4
Key focus areas include data center revenue, MI-series AI GPU shipments, EPYC server CPU market share, gross margin, and next-quarter guidance. Investors will closely watch AI infrastructure demand and AMD's competitive progress against Nvidia.
Watchlist: AMD
WEEX Spot now supports 200+ tokenized stocks with 24/7 trading, giving you round-the-clock access to global market opportunities.
Trade Now: WEEX Spot Stocks
WEEX TradFi Zone now features 310+ tokenized stocks with deep liquidity and a smoother trading experience.
Explore Now: WEEX TradFi
-- Price
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like
WEEX Daily Market Highlights | 2026.08.03
BTC and ETH spot ETFs inflows of $2.62 billion over the week.| WEEX TradFi Daily (August 24, 2026)
Global markets consolidated over the weekend. SanDisk benefited from strong AI data-center demand, long-term customer contracts, and improving expectations for the storage supply-demand balance. SpaceX-related names also performed well. Precious metals held near elevated levels, while Bitcoin moved toward $75,000 and continued to support crypto-financial stocks. Markets are now focused on Pinduoduo’s earnings and the impact of future rate expectations on technology and small-cap valuations.
Bessent’s Sanctions Briefing Leads the Week as NVIDIA Reprice Risk | WEEX Weekly Market Preview, August 24-28, 2026
Silver and Platinum Jump More Than 2.5% | WEEX TradFi Daily (August 21, 2026)
U.S. major indexes closed lower yesterday. Walmart’s weaker-than-expected same-store sales and guidance weighed on the consumer sector and dragged the three major averages lower. Silver and platinum rose sharply, supported by lower yields from expanded long-bond buybacks and a softer dollar. Bitcoin climbed toward $75,000, lifting crypto-related equities. Markets are now focused on the August S&P Global Manufacturing and Services PMI flash readings due on August 21 U.S. Eastern Time, which will directly influence September rate-path pricing.
Bitcoin Breaks Above $70,000, Lifting Crypto Financial Stocks | WEEX TradFi Daily (August 20, 2026)
Expanded U.S. Treasury long-bond buybacks helped pull yields lower and supported a modest rebound in risk appetite, with the major indexes closing slightly higher. At the same time, Bitcoin briefly rose above $70,000 and lifted crypto-linked equities, while positive Phase 3 vaccine data from Merck and Moderna pushed healthcare and biotech stocks higher. SK Hynix’s large-scale buyback also kept attention on the storage cycle and AI-related demand. Markets are continuing to digest the relatively hawkish Fed minutes while positioning ahead of earnings from Alibaba and Walmart.
Treasury Yields Surge to 5.3%, Hitting Tech Stocks WEEX TradFi Daily | Aug 19
Long-end U.S. Treasury yields surged to multi-year highs, pressuring technology, semiconductor, storage, and optical communication stocks and driving a clear cooling in market risk appetite. At the same time, Anthropic’s revenue came in below some bullish expectations, prompting investors to reassess the AI growth narrative; Unitree Robotics officially listed on the STAR Market, extending momentum in robotics and embodied AI; while SpaceX and other commercial space names showed relative resilience. Investors are now focused on tonight’s Federal Reserve minutes for clearer signals on the policy path and broader market sentiment.
Storage and Optical Communications Surge Against the Trend, Unitree Robotics Lists Tomorrow, Watch Home Depot Earnings and Industrial Production | WEEX TradFi Daily Brief (Aug. 18, 2026)
Today’s WEEX TradFi Daily Brief covers strength in the storage and optical communications sectors as well as the pre-market U.S. earnings and macro data outlook, helping you quickly capture stock-token trading opportunities.
FOMC Minutes Take Center Stage as ADI Drive the Next Validation Round for AI Hardware | WEEX Weekly Market Preview (August 17-August 21, 2026)
Broadcom Slips Slightly on AI Financing Debt Concerns, Oil and Precious Metals Rebound Modestly, Watch FN Earnings | WEEX TradFi Daily Brief (Aug. 17, 2026)
Today’s WEEX TradFi Daily Brief covers softer consumer data weighing on the broader market, a modest rebound in oil and precious metals supported by geopolitics, and the upcoming Fabrinet earnings report, helping you quickly capture stock-token trading opportunities.
PPI Slowdown Further Strengthens No-Hike Expectations, S&P 500 Hits Fresh High, Storage Sector Surges | WEEX TradFi Daily Brief (Aug. 14, 2026)
Today’s WEEX TradFi Daily Brief covers cooling inflation data, the broader market reaching new highs, and collective strength in the storage sector, helping you quickly capture stock-token trading opportunities.
CPI Eases as Expected, Cooling Rate-Hike Fears; Storage and AI Infrastructure Stocks Rally Hard, Watch AMAT Earnings Today | WEEX TradFi Daily Brief (Aug. 13, 2026)
Today’s WEEX TradFi Daily Brief covers the cooler-than-feared July CPI print that reduced rate-hike expectations, the sharp rally in storage and AI infrastructure names, and the after-hours earnings focus on Applied Materials, helping you quickly capture stock-token trading opportunities.
Lumentum Stock Rises on Strong Guidance Ahead of CPI Data | WEEX TradFi Daily Brief
Today’s WEEX TradFi Daily Brief covers the storage sector’s counter-trend strength, Lumentum’s strong earnings and raised guidance, and the upcoming U.S. CPI release as the key focus for rate expectations and risk appetite, helping you quickly capture stock-token trading opportunities.
NVIDIA Stock Faces AI Financing Concerns as Oil Prices Rise | WEEX TradFi Daily Brief
Today’s WEEX TradFi Daily Brief covers pressure from NVIDIA-related AI financing news, energy sector leadership driven by stronger oil prices, and the U.S. after-hours earnings lineup to help you quickly capture stock-token trading opportunities.
U.S. Inflation Data in Focus, AI Earnings Enter Validation Phase, TSMC, Unitree and Semiconductor Chain Take Center Stage.WEEX TradFi Weekly Market Preview (August 10-August 14, 2026)
Commercial Space Earnings and AI Power Stocks in Focus | WEEX TradFi Daily Brief
July Jobs Report in Focus as Storage Stocks Slide | WEEX TradFi Daily Brief
Today’s WEEX TradFi Daily Brief covers the July jobs report, weakness in storage stocks, Tesla and SpaceX’s Terafab project, and renewed oil supply concerns.
SpaceX Stock Drops as NVIDIA Surpasses $5.3T | WEEX TradFi Daily Brief
Today’s WEEX TradFi Daily Brief covers SpaceX’s post-earnings selloff, NVIDIA’s continued rally, weakness in storage stocks, renewed strength in gold, and upcoming U.S. earnings to watch.
Tokenized Stocks Daily: Optical Networking Rally, SpaceX Earnings Beat & SNDK Earnings Watch | WEEX TradFi
Today’s WEEX TradFi Daily Brief covers optical networking stocks, SpaceX and Palantir earnings momentum, oil market moves, and key earnings to watch.
WEEX Daily Market Highlights | 2026.07.31
The following is WEEX's daily roundup of key stock token market highlights and upcoming earnings, helping you stay on top of market-moving events and trading opportunities.
WEEX Daily Market Highlights | 2026.07.30
The following is WEEX's daily roundup of key stock token market highlights and upcoming earnings, helping you stay on top of market-moving events and trading opportunities.
WEEX Daily Market Highlights | 2026.07.29
The following is WEEX's daily roundup of key stock token market highlights and upcoming earnings, helping you stay on top of market-moving events and trading opportunities.
WEEX Daily Market Highlights | Jul 28, 2026
WEEX Daily Market Highlights | 2026.08.03
BTC and ETH spot ETFs inflows of $2.62 billion over the week.| WEEX TradFi Daily (August 24, 2026)
Global markets consolidated over the weekend. SanDisk benefited from strong AI data-center demand, long-term customer contracts, and improving expectations for the storage supply-demand balance. SpaceX-related names also performed well. Precious metals held near elevated levels, while Bitcoin moved toward $75,000 and continued to support crypto-financial stocks. Markets are now focused on Pinduoduo’s earnings and the impact of future rate expectations on technology and small-cap valuations.
Bessent’s Sanctions Briefing Leads the Week as NVIDIA Reprice Risk | WEEX Weekly Market Preview, August 24-28, 2026
Silver and Platinum Jump More Than 2.5% | WEEX TradFi Daily (August 21, 2026)
U.S. major indexes closed lower yesterday. Walmart’s weaker-than-expected same-store sales and guidance weighed on the consumer sector and dragged the three major averages lower. Silver and platinum rose sharply, supported by lower yields from expanded long-bond buybacks and a softer dollar. Bitcoin climbed toward $75,000, lifting crypto-related equities. Markets are now focused on the August S&P Global Manufacturing and Services PMI flash readings due on August 21 U.S. Eastern Time, which will directly influence September rate-path pricing.
Bitcoin Breaks Above $70,000, Lifting Crypto Financial Stocks | WEEX TradFi Daily (August 20, 2026)
Expanded U.S. Treasury long-bond buybacks helped pull yields lower and supported a modest rebound in risk appetite, with the major indexes closing slightly higher. At the same time, Bitcoin briefly rose above $70,000 and lifted crypto-linked equities, while positive Phase 3 vaccine data from Merck and Moderna pushed healthcare and biotech stocks higher. SK Hynix’s large-scale buyback also kept attention on the storage cycle and AI-related demand. Markets are continuing to digest the relatively hawkish Fed minutes while positioning ahead of earnings from Alibaba and Walmart.
Treasury Yields Surge to 5.3%, Hitting Tech Stocks WEEX TradFi Daily | Aug 19
Long-end U.S. Treasury yields surged to multi-year highs, pressuring technology, semiconductor, storage, and optical communication stocks and driving a clear cooling in market risk appetite. At the same time, Anthropic’s revenue came in below some bullish expectations, prompting investors to reassess the AI growth narrative; Unitree Robotics officially listed on the STAR Market, extending momentum in robotics and embodied AI; while SpaceX and other commercial space names showed relative resilience. Investors are now focused on tonight’s Federal Reserve minutes for clearer signals on the policy path and broader market sentiment.
