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US stock market news — Monday, August 10, 2026

41 stories · by lane · newest first · Eastern Time

The stories BORSA published on Monday, August 10, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 13 Earnings 9 Macro 6 Analyst action 5 Geopolitics 5 Policy 2 Product 1

Corporate

13 stories

Corporate8:27 PM ET

Anthropic signs $9.1 billion, 20-year AI compute deal with Riot Platformsbullish 70 · impact 50

Corporate8:03 PM ET

Anthropic strikes $9 billion computing deal with Riot Platformsneutral 50 · impact 70

Corporate3:40 PM ET

Anthropic makes Claude Sonnet 5 introductory pricing permanent, 33% below planned rateneutral 50 · impact 40

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

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Corporate1:57 PM ET

Apple, $AAPL, has reportedly canceled its planned all-glass iPhone

bearish 30 · impact 50

Corporate12:44 PM ET

Roku launches 24/7 channel dedicated to AI-generated entertainment, including AI-generated commercialsbullish 70 · impact 40

Corporate12:35 PM ET

Apple cancels all-glass 20th anniversary iPhone on production difficultiesbearish 20 · impact 60

Corporate12:28 PM ET

Nvidia teams with Wall Street on $500bn AI financing pushbearish 30 · impact 60

Corporate11:40 AM ET

Apple cancels all-glass iPhone; Jefferies downgrades to Underperformbearish 15 · impact 70

Corporate11:37 AM ET

Boeing selling air-taxi businesses to Archer Aviation, taking ownership stakeneutral 50 · impact 30

Corporate9:02 AM ET

Microsoft to unveil next-gen Maia AI chip in Septemberbullish 70 · impact 40

Corporate8:35 AM ET

Intel seeks to increase share sale to $20 billion on strong demand, Bloomberg reportsbearish 30 · impact 70

Corporate8:35 AM ET

GameStop may abandon $56 billion eBay bid, pivot to trading cards dealneutral 50 · impact 40

Corporate7:39 AM ET

Intel files shelf registration for potential common stock salesbearish 25 · impact 60

Earnings

9 stories

Earnings4:32 PM ET

AST SpaceMobile Q2 revenue and EPS miss estimates; FY revenue guide brackets consensusbearish 30 · impact 10

Earnings4:16 PM ET

Helios Technologies beats Q2 estimates, lifts FY26 guidancebullish 75 · impact 40

Earnings4:06 PM ET

Life360 Q2 revenue and adjusted EBITDA beat estimates, lifts subscription revenue guidancebullish 65 · impact 30

Earnings4:05 PM ET

Archer Aviation Q2 revenue beats, net loss widens; announces Boeing acquisitionsbullish 70 · impact 60

Earnings7:17 AM ET

CEVA beats Q2 estimates, licensing revenue up 21% YoY, signs AI platform dealbullish 70 · impact 30

Earnings7:17 AM ET

Camtek beats Q2 estimates, guides Q3 revenue above consensusbullish 80 · impact 60

Earnings7:03 AM ET

CECO Environmental Q2 revenue and adjusted EPS beat estimates, lifts FY26 guidancebullish 80 · impact 55

Earnings4:30 AM ET

TSMC July revenue surges 45% YoY, above guidancebullish 80 · impact 70

Earnings4:15 AM ET

Apple may limit iPhone 18 Pro price hikes despite 38% component cost jumpneutral 50 · impact 30

Macro

6 stories

Macro4:31 PM ET

Michael Burry: Berkshire Hathaway no longer attractive without Buffettbearish 35 · impact 30

Macro2:56 PM ET

Hammack: Fed probably needs rate hikes, current policy not meaningfully restrictivebearish 30 · impact 60

Macro11:57 AM ET

Kevin Hassett: he would hold or cut rates if at Fedbullish 65 · impact 30

Macro11:26 AM ET

CPI expectations and Fed hike odds shift ahead of July dataneutral 50 · impact 70

Macro8:46 AM ET

hedge funds buy global equities for second straight weekbullish 65 · impact 10

Macro8:44 AM ET

Hassett rules out replacing Fed Governor Lisa Cook if removedbullish 65 · impact 40

Analyst action

5 stories

Analyst action2:47 PM ET

Argus upgrades SpaceX to Buy, sets $160 price target on AI spending paybackneutral 50 · impact 30

Analyst action12:16 PM ET

Deutsche Bank sees SpaceX $100B revenue target within reachbullish 80 · impact 60

Analyst action7:47 AM ET

Clear Street analyst upgrades BlackSky Technology to Buy, target $41bullish 80 · impact 40

Analyst action6:39 AM ET

Apple downgraded to Underperform by Jefferies; price target cut to $263.66bearish 35 · impact 60

Analyst action6:30 AM ET

Morgan Stanley upgrades HPE to overweight, sets $69 price targetneutral 50 · impact 30

Geopolitics

5 stories

Geopolitics11:09 PM ET

Microsoft warns Russian hackers compromised hotel Wi-Fi networks in widespread campaignneutral 50 · impact 10

Geopolitics12:20 PM ET

Iran oil exports slump 40% in August as US blockade tightensbearish 30 · impact 50

Geopolitics11:19 AM ET

China's Long March 7A rocket explodes shortly after liftoff, reports sayneutral 50 · impact 20

Geopolitics9:40 AM ET

Iran: Strait of Hormuz could not return to pre-war operating conditionsbearish 30 · impact 80

Geopolitics9:14 AM ET

Strait of Hormuz shipping traffic drops to six crossings on Sundaybearish 30 · impact 60

Policy

2 stories

Policy3:43 PM ET

Trump: he spoke with Fed Chair Warsh, stresses board consensusneutral 50 · impact 30

Policy9:13 AM ET

RFK Jr. reportedly to unveil plan to close food chemical loopholeneutral 50 · impact 30

Product

1 story

Product6:00 AM ET

Meta releases Muse Glimmer, 30B-parameter open-weight AI model; Muse Spark 1.2 weights coming soonbullish 65 · impact 40

Other days on the wireEastern Time

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BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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TSLA−2.47%$353.47AAPL+0.25%$342.85NDAQ−0.29%$93.23NVDA−0.71%$215.69BKR+2.65%$55.84TFC+1.84%$47.43TOL−0.01%$133.92CBOE+1.88%$313.89SHOP−5.11%$169.03GPRK+2.52%$11.82PSX+1.49%$293.52B+0.22%$40.64SMTC−3.51%$139.15NFLX−2.82%$70.57LMT+2.89%$548.05EFX−0.21%$160.93XOM+1.88%$177.96MSTR−9.38%$137.10SPCX−2.31%$145.18TWLO−12.53%$239.15LUMN−5.65%$4.60NICE−3.72%$110.63MA−0.18%$615.18DELL−2.99%$459.25CCB−0.61%$42.71QXL+8.31%$4.30BETR−5.58%$10.16SOXX−2.85%$500.02APP−4.10%$267.84WDC−4.37%$340.89TSLA−2.47%$353.47AAPL+0.25%$342.85NDAQ−0.29%$93.23NVDA−0.71%$215.69BKR+2.65%$55.84TFC+1.84%$47.43TOL−0.01%$133.92CBOE+1.88%$313.89SHOP−5.11%$169.03GPRK+2.52%$11.82PSX+1.49%$293.52B+0.22%$40.64SMTC−3.51%$139.15NFLX−2.82%$70.57LMT+2.89%$548.05EFX−0.21%$160.93XOM+1.88%$177.96MSTR−9.38%$137.10SPCX−2.31%$145.18TWLO−12.53%$239.15LUMN−5.65%$4.60NICE−3.72%$110.63MA−0.18%$615.18DELL−2.99%$459.25CCB−0.61%$42.71QXL+8.31%$4.30BETR−5.58%$10.16SOXX−2.85%$500.02APP−4.10%$267.84WDC−4.37%$340.89