What I Am Reading
Tuesday, August 4, 2026
Markets
Credit
- U.S. Treasury Yields Rise, Dollar Firm as Oil Prices IncreaseWall Street Journal
Commodities
- Oil prices take a dive as Qatar and Bessent note talks to reopen Strait of HormuzMarketWatch
- Chevron, Exxon Making Too Much From Surging Oil, Trump Says. BP Profit More Than Doubles.Barron's
- Saudi Aramco’s Bumper $33 Billion Profit Gives Kingdom’s Finances a BoostWall Street Journal
- Gold Holds Firm as Traders Await U.S. Employment Data and Monitor Middle East DevelopmentsYahoo Finance
Central banks
US
Europe
Japan
China
AI
- AI-linked chip stocks rebound; Powell Industries tumbles premarketYahoo Finance
- Trump administration drafting ban on Chinese data center devices, sources sayReuters
- Oracle Shares Jump 9% as AI Momentum and Google Partnership Boost SentimentYahoo Finance
- 3 Stocks to Buy as AI Infrastructure Continues to SurgeYahoo Finance
Corporate finance
- BP to Sell U.S. Biogas Unit as Oil Profits SurgeWall Street Journal
- Eli Lilly Ripe for Stock Split After Obesity Drug-Fueled RallyBloomberg