Market Sweep — Aug 14: Macro & Markets; Tech/AI/Semis; Markets risk-off

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Macro & Markets (52)

Comex Gold Ends the Week 0.91% Higher at $4380.40 Dow Jones - Markets Main paywalled NEW
IDEXX Laboratories, Inc. (IDXX) Analyst/Investor Day - Slideshow Seeking Alpha Market News NEW
Vinci Compass: 7% Yield Isn't Enough While Share Price Growth Lags Seeking Alpha Market News NEW

Tech/AI/Semis (5)

Vicor: From Miles To A Few Millimeters Away From AI Accelerators Seeking Alpha Market News NEW
The AI Compute Squeeze Seeking Alpha Market News NEW
Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation Yahoo Finance - News Index NEW

Markets risk-off (5)

S&P 500 Eases Off Its Record as the Consumer Finally Blinks Yahoo Finance - News Index NEW
Stock Market Today: Nasdaq Lags After Soft Retail Sales; Trump Tariff News Lifts These Defense Firms (Live Coverage) Yahoo Finance - News Index NEW
S&P Slips Back From Records Dow Jones - Markets Main paywalled NEW

Geo/Oil shock (3)

Israel’s Largest Bank Will Give Bitcoin Trading Another Try Yahoo Finance - News Index NEW
Iran says the Strait of Hormuz is shut down. The Trump administration says 9 million barrels a day are still getting out Fortune NEW
Hormuz Attacks Push Oil Toward $100 Despite US Crude Build Yahoo Finance - News Index NEW

Crypto (1)

Impermanent loss in crypto: Understanding the real risk of providing liquidity Yahoo Finance - News Index NEW

Top Links

Luigi Mangione admits shooting UnitedHealthcare CEO Financial Times paywalled NEW
Gold Has Been in Bull Market for 25 Years, Wilson Says Bloomberg Markets paywalled NEW
Braskem Optimistic on Talks With Creditors as Deadline Looms Bloomberg Markets paywalled NEW
Odd Lots: How El Niños Actually Work Bloomberg Markets paywalled NEW
Seth Klarman’s hedge fund Baupost buys Into Ackman’s Pershing Square, adds to tech bets CNBC - Top News NEW
Luigi Mangione pleads guilty in federal case related to UnitedHealthcare CEO killing CNBC - Top News NEW
10-year Treasury yield inches higher as traders digest soft retail sales, monitor the Middle East CNBC - Top News NEW
JPMorgan Ended Banking Relationship With Polymarket Over Regulatory Concerns Dow Jones - Markets Main paywalled NEW
Auto & Transport Roundup: Market Talk Dow Jones - Markets Main paywalled NEW
Basic Materials Roundup: Market Talk Dow Jones - Markets Main paywalled NEW
Bezos-backed group strikes deal for stake in Liverpool FC Financial Times paywalled NEW
United CEO Scott Kirby tells Gen Z interns to ditch excuses—it’s a mantra he learned in Air Force training: ‘Figure out how to overcome it’ Fortune NEW
Meet a 29-year-old influencer who calls herself a tradwife—but she’s really more of a homesteader Fortune NEW
Elon Musk’s $158 billion Tesla pay was 2.5 million times his workers’ salary last year—it’s ‘unlike anything we have seen before,’ exec pay watch says Fortune NEW
JD.com: Same Narrative, Concerning Sentiment; Remain Neutral Seeking Alpha Market News NEW
Adicet Bio: A Cheap Gamma Delta T-Cell Play Seeking Alpha Market News NEW
July Inflation Rises, But Weakening Labor Complicates Fed's Choice Seeking Alpha Market News NEW
Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff Yahoo Finance - News Index NEW
U.S. consumer sentiment falls in August 2026, ending recovery Yahoo Finance - News Index NEW
How Americans buy furniture is starting to change Yahoo Finance - News Index NEW