Options flow recaps & market notes

Revenue of $180.1M was up 74% year over year, with cloud at $126.6M and hardware at $54.1M. The market focused on the mix rather than the total. Read →

AMAT reports fiscal Q3 tonight with the call at 4:30pm ET. Company guidance is $8.95B plus or minus $500M on revenue and $3.36 plus or minus $0.20 on EPS. Read →

No ticket matched the numbers in the latest drawing, pushing the estimated jackpot to $1 billion. The last billion-dollar Powerball prize was claimed in Arkansas on Christmas Eve. Read →

The network says software treated fraudulent deposits as valid, minting roughly 4 billion ONE. About 2.8 billion of it reached exchanges before the exploit was patched. No loss figure has been released. Read →

Ted Decker is on leave expected to last a few months. CFO Richard McPhail and EVP Ann-Marie Campbell are jointly overseeing CEO operations. The shares fell anyway. Read →

Trian Fund Management, which already holds 16.24% of Wendy's, is reported to be working with BlueFive Capital and franchisee Flynn Group. The stock hit a Nasdaq volatility halt. Read →

The 2017 MVP announced his retirement after 18 seasons. He leaves as the NBA's all-time triple-double leader, fifth in career assists, and the first guard past 9,000 rebounds. Read →

Josh Kushner and Bob Iger have agreed to buy the Los Angeles Lakers at $12.5 billion, roughly $2.5 billion above what the franchise fetched about a year ago. Read →

July CPI publishes Wednesday, August 12 at 8:30 a.m. Eastern. The last reading had the all-items index down 0.4% on the month and up 3.5% over twelve months, which is the baseline every reaction will be scored from. Read →

Toronto beat Boston 2-1 and Philadelphia beat St. Louis 6-5 on Monday. The margins were nearly identical. What each result was worth to the team that got it was not. Read →

The S&P 500 closed 0.06% lower at 7,753.11 while WTI climbed about 5% to $82.13. A one-day gap that wide between the oil tape and the equity tape is worth reading carefully. Read →

Tampa Bay beat Seattle 4-1 to finish a three-game sweep, moving to 70-46 and stretching the AL East lead to 5.5 games as the Yankees dropped a 10-inning game in Atlanta. Read →

Drew Brees, Larry Fitzgerald, Luke Kuechly, Adam Vinatieri and Roger Craig were enshrined in Canton on Saturday, August 8, two days after the Hall of Fame Game opened the calendar. Read →

Chicago beat Kansas City 10-2 behind a strong Matthew Boyd start while Milwaukee took Minnesota 4-3 in 10 innings on a Jake Bauers walk-off single, holding the NL Central lead. Read →

U.S. spot Bitcoin ETFs pulled in roughly $754 million for the week ending August 7 and Ethereum ETFs added about $245 million, a combined ~$1.0 billion and the strongest combined week since April. Read →

San Francisco's Ricky Pearsall needs season-ending surgery on a recurring PCL issue and Washington's Laremy Tunsil tore his triceps in 1-on-1 drills, with a 4-to-7-month timeline. Read →

Asian shares edged higher Monday after Friday's record S&P 500 close, with European futures mixed. The theme heading into Wednesday's CPI print is selective leadership rather than broad participation. Read →

July payrolls fell 23,000 against a forecast of +80,000, moving September hold odds from 33% to 60% inside a week. Wednesday's CPI print is the test of whether that repricing survives. Read →

All 32 teams play Preseason Week 1 across three days starting Thursday, August 13. Mahomes' recovery, Cleveland's quarterback competition and the first live look at the top draft picks lead the storylines. Read →

Five scoreless innings, one hit, four strikeouts, 14 months after surgery. Detroit is 55-58, and that is the part that makes this outing useful rather than less interesting. Read →

Tehran says the Oman corridor framework is close to final while hardening a separate list of US-facing conditions for reopening the Strait of Hormuz. Two negotiations are running in parallel and only one is moving. Read →

The FAO Food Price Index reached 131.1 in July, its highest since January 2023. Weather explains part of it; Black Sea disruption and the Gulf conflict explain the rest, and neither shows up in a soft US jobs print. Read →

Shohei Ohtani ended a seven-game skid with a 10th-inning RBI infield single. The bullpen problem that created the skid did not go anywhere. Read →

Cloture was filed on the Digital Asset Market CLARITY Act before recess, keeping it alive into September. It is the next gate, not the last one, and the bill is reported to be about seven votes short. Read →