--- title: "Breakfast | August 5, 2026" type: "News" locale: "en" url: "https://longbridge.com/en/news/294884275.md" description: "Easing US-Iran tensions boost markets, with the S&P 500 and Dow Jones hitting record highs; chip stocks surge while oil prices plunge. SpaceX and AMD report Earnings Beat but see stock volatility; Samsung unveils new memory roadmap. US plans to ban Chinese data center equipment; Japanese government bond auction fails, sending yields soaring; Fed monitors inflation as weak yen sparks concerns across Asian currencies" datetime: "2026-08-04T23:27:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294884275.md) - [en](https://longbridge.com/en/news/294884275.md) - [zh-HK](https://longbridge.com/zh-HK/news/294884275.md) generator: "portal-rs" --- # Breakfast | August 5, 2026 Easing US-Iran tensions combined with earnings season momentum push the S&P 500 and Dow Jones to record highs, with the chip index surging 6% and oil prices plunging. International oil prices drop! Qatar and the US successively release diplomatic signals, raising expectations for the reopening of the Strait of Hormuz. Iran claims "positive progress" in talks with Oman regarding the Strait of Hormuz, reportedly abandoning "two-way full control" and considering allowing European minesweeping for the first time. US plans to ban imports of new Chinese data center equipment; Chinese Embassy: Urges US to stop smearing Chinese enterprises and threatening sanctions. US Treasury Secretary believes weak yen increases the risk of depreciation for Asian currencies. Fed voting member Paulson: Maintains an "open attitude" toward the interest rate path, focusing closely on core inflation trends. US June JOLTS job openings fall more than expected, with limited layoffs and a rebound in hiring. Trillion-yen intervention "treats the symptoms but not the root cause"? Japan's 10-year government bond auction fails miserably, with yields soaring close to the 2.90% warning line. SpaceX's first earnings report since going public shows revenue up 92%, far exceeding expectations, but capital expenditure surges, causing after-hours stock price to drop nearly 9% at one point. AMD drops 8% in after-hours trading! Q2 revenue and profit both achieve an Earnings Beat, but Q3 guidance fails to meet aggressive investor expectations. Conference call: "We are still in the early stages of the AI cycle," expecting data center sales to double by 2027. zHBM! Samsung unveils a new 3D memory roadmap, striving to take the lead in AI technology. Novo Nordisk plunges despite raising performance guidance, as sales of core drug Wegovy miss expectations. ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [DIA.US](https://longbridge.com/en/quote/DIA.US.md) - [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [DDM.US](https://longbridge.com/en/quote/DDM.US.md) - [UDOW.US](https://longbridge.com/en/quote/UDOW.US.md) - [DOG.US](https://longbridge.com/en/quote/DOG.US.md) - [SDOW.US](https://longbridge.com/en/quote/SDOW.US.md) - [DXD.US](https://longbridge.com/en/quote/DXD.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [NVO.US](https://longbridge.com/en/quote/NVO.US.md) - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) ## Related News & Research - [AMD May Have Found Its Next Big AI Growth Engine](https://longbridge.com/en/news/296950025.md) - [Chip Stock Favorite Adds Another Bull Note to Its Collection](https://longbridge.com/en/news/296929583.md) - [AMD Is Building an AI ‘Escape Hatch’ From Nvidia. Here’s What It Means for AMD Stock.](https://longbridge.com/en/news/297079696.md) - [11:00 ETGIGABYTE se asocia con AMD para lanzar el paquete de juegos «Onimusha: Way of the Sword»](https://longbridge.com/en/news/297064759.md) - [AMD or Nvidia: Load Up on One AI Chip Stock, but Avoid the Other, Says Investor](https://longbridge.com/en/news/296792383.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**