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Jin10 Daily US Stock Market News Roundup (2026-08-10)

US stock market news: Intel falls premarket and plans stock offering, Nvidia invests in AI data centers, Apple considers revamping Apple Watch, Meta releases lightweight AI model.

MNDY: Monday.com Falls as Guidance Trumps Earnings Beat · Monday.com reported an earnings beat, but its guidance disappointed investors, causing the stock to fall. This suggests the market is more focused on future growth prospects than current results.

INTC: Intel Announces $15 Bln Stock Offering; Shares Fall Pre-Market · Intel Corp. announced a $15 billion underwritten public offering of common stock on Monday. The announcement caused its shares to fall in pre-market trading.

AMZN: Novo Nordisk Selects AWS as Partner · Amazon announced that Novo Nordisk has chosen AWS as a partner. This collaboration may help Novo Nordisk leverage AWS cloud services to support its operations.

ASML Discloses Share Buyback Transactions · ASML (ASML.O) disclosed transactions under its current share repurchase program. This provides transparency into the company's capital return activities.

AAPL: Jefferies Downgrades Apple to Underperform · Jefferies downgraded Apple to Underperform, citing concerns about its growth prospects. This move could affect investor confidence in Apple's stock.

INTC: Intel Announces Proposed $15 Billion Common Stock Offering

Intel announced a proposed offering of $15 billion in common stock. The proceeds are intended to support progress in emerging areas including physical AI, purpose-built silicon, advanced packaging, and external wafers.

NFLX: VL Collective IP v. Netflix: Nonprecedential Opinion Issued · The PTO issued a nonprecedential opinion in VL Collective IP, LLC v. Netflix, Inc. The appeal number is 25-1132. This opinion may affect subsequent handling of related patent disputes.

Iran Military Warns US: We Will Cut Off Their Feet · Iran's military issued a strong statement threatening decisive retaliation against any US action. This escalates regional tensions and could affect global market sentiment.

Jin10 Data Roundup: Daily Bond Market News Briefing (2026-08-10)

Daily bond market news briefing covering Fed balance sheet reduction and Japanese investor bond holdings changes.

AAPL: Apple May Source Chips from CXMT? Company Says Refer to Announcements

Reports suggest Apple is seeking to source chips from ChangXin Memory Technologies amid chip inflation pressure, but the company responded that official announcements should be referenced. The news has drawn market attention, though no specific cooperation details were confirmed.

RKLB, ASTS Rise Premarket Ahead of Major Space Earnings Day · RKLB and ASTS shares rose in premarket trading after SpaceX's strong results boosted sentiment in the space sector. Retail traders appear more interested in RKLB.

Jin10 Data Compilation: Daily Investment Bank/Institution Views (2026-08-10)

Daily compilation of investment bank and institution views, including Deutsche Bank's forecast on US CPI.

Iran Demands US Lift Blockade and Pay Compensation to Reopen Strait of Hormuz · Iran's foreign ministry spokesman said reopening the Strait of Hormuz requires the US to lift its blockade and provide compensation. Additionally, the agreement with Oman includes maritime service fees.

SNDK: Prediction: Sandisk Will Reclaim Its All-Time High by Year-End

Sandisk continues to gain market share in the memory chip industry, and its recent results were superb. This bolsters confidence in its stock recovery. The company is expected to reach its previous peak by the end of the year.

Jin10 Data Roundup: Daily Global Commodity Market News Brief (2026-08-10)

Daily roundup of global commodity market news.

Jin10 Data Compilation: Daily AI Dynamics Summary (2026-08-10)

Daily AI dynamics summary covering Musk's challenge to EUV lithography, Google search leaking Claude conversations, and humanoid robot enterprise growth data.

Jin10 Data Compilation: Daily Storage Market News Briefing (2026-08-10)

Today's storage market news covers Musk challenging EUV lithography, SK Hynix's investment in South Korea, Apple testing CXMT memory chips, memory price rebound, and global semiconductor market growth.

AMD to Report Fiscal Second Quarter 2026 Financial Results · AMD announced it will release its fiscal second quarter financial results. The announcement comes from the company's official investor relations.

AAPL: Apple Considers Reshaping Apple Watch Lineup, Exploring Screenless Devices and More

Apple is considering major changes to its Apple Watch lineup, including exploring screenless devices and other new form factors. This move could aim to broaden the appeal of the product and cater to diverse user needs.

Strait of Hormuz Deal Stalls, Oil Prices Rise Monday · Oil prices rose on Monday as talks over the Strait of Hormuz failed to progress, raising concerns about supply disruptions. The strait is a vital oil transit route, and the stalemate heightens supply risks.

Key Events and Data Preview This Week: US CPI; Fuel Price Adjustment, Tencent Earnings

The US CPI data will be released this week, potentially influencing market expectations of Fed policy. Meanwhile, domestic fuel price adjustments and Tencent's earnings will also draw attention. These events and data are significant for investors assessing economic trends and corporate performance.

Iran Replaces Top Security Official at Critical Negotiation Moment

Iran has replaced its top security official at a critical juncture in negotiations, a move that could impact the talks. This suggests internal disagreements over negotiation strategy or preparation for a shift in stance. Analysts say the change may introduce uncertainty into the negotiations.

Iran Releases Latest Satellite Comparison Images of US Base Before and After Attack · Iran has released the latest satellite comparison images showing the impact of the attack on a US base. This move aims to demonstrate its military capability and may escalate regional tensions.

Fed's probability of a 25 basis point hike in 9 is 44.4% · According to the latest data, the probability of the Fed raising rates by 25 basis points in 9 is 44.4%. This probability reflects market expectations for monetary policy, which may influence investor decisions.