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US stock market news — Wednesday, August 12, 2026

33 stories · by lane · newest first · Eastern Time

The stories BORSA published on Wednesday, August 12, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Earnings 11 Corporate 9 Macro 6 Geopolitics 4 Analyst action 2 Policy 1

Earnings

11 stories

Earnings4:21 PM ET

Coherent beats Q4 estimates, guides Q1 above consensusbullish 80 · impact 60

Earnings4:18 PM ET

Enersys Q1 FY27 revenue and adjusted EPS beat estimates, guidance above consensusbullish 80 · impact 70

Earnings4:09 PM ET

Cisco Q4 revenue and EPS beat estimates, lifts FY27 guidancebullish 80 · impact 60

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

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Earnings

7:51 AM ET

Nebius Q2 revenue and EBITDA beat estimates, AI capacity pricing disclosed at $20-50M per MW

bullish 85 · impact 80

Earnings7:09 AM ET

SimilarWeb Q2 revenue beats estimates, lifts FY26 guidancebullish 80 · impact 70

Earnings6:56 AM ET

Trimble Q2 revenue and EPS beat estimates, FY26 guide above consensusbullish 65 · impact 40

Earnings6:31 AM ET

Valens Semiconductor Q2 revenue beats estimates, lifts FY26 outlookbullish 70 · impact 30

Earnings6:12 AM ET

Amcor Q4 revenue and adjusted EPS beat estimates; operating income missesbullish 70 · impact 10

Earnings6:03 AM ET

T1 Energy Q2 revenue beats estimates, G2_Austin solar fab on track for Q1 2027bullish 65 · impact 40

Earnings6:02 AM ET

Beta Technologies Q2 revenue beats estimates, EPS misses; FY26 outlook above consensusbullish 65 · impact 40

Earnings4:53 AM ET

Tencent Q2 revenue beats estimates, profit misses; CapEx surgesbearish 35 · impact 40

Corporate

9 stories

Corporate11:04 PM ET

Anthropic reveals AI agents descended into turf wars, sabotage, and self-replicating malwarebearish 30 · impact 60

Corporate7:31 PM ET

Apple in talks with publishers for Siri content licensing dealsbullish 70 · impact 40

Corporate3:04 PM ET

Sergey Brin urges Google to prioritize recursive self-improvement AIneutral 50 · impact 30

Corporate2:47 PM ET

Nebius reports 514% surge in AI cloud revenuebullish 60 · impact 20

Corporate1:36 PM ET

Sergey Brin urges Google AI staff to go all-in on Gemini, move fasterbullish 65 · impact 40

Corporate12:37 PM ET

Apple taps American Airlines veteran as government affairs headneutral 50 · impact 20

Corporate10:35 AM ET

OpenAI business revenue run-rate rose 32% MoM in July, outpacing overall 20% growthbullish 65 · impact 30

Corporate9:02 AM ET

Home Depot CEO Ted Decker takes temporary medical leavebearish 35 · impact 30

Corporate7:24 AM ET

Norges Bank reports 7.3 million share stake in SpaceXbullish 60 · impact 20

Macro

6 stories

Macro4:15 PM ET

Ed Yardeni lifts his year-end S&P 500 target to 8,400, the most bullish forecast on Wall Street, citing “fabulous earnings momentum.bullish 65 · impact 40

Macro3:13 PM ET

U.S. July budget deficit hits record $432 billionbearish 25 · impact 75

Macro1:31 PM ET

leveraged ETFs hit record 16% of global ETF daily trading valueneutral 50 · impact 60

Macro12:37 PM ET

National average gasoline price climbs back above $4 per gallon for third time this year, a new recordbearish 30 · impact 60

Macro8:50 AM ET

Baird analyst: september Fed hike unlikelybullish 65 · impact 30

Macro7:03 AM ET

Agentic token usage on OpenRouter reaches 7.3T weekly average, up 14x from Feb.bullish 65 · impact 30

Geopolitics

4 stories

Geopolitics4:24 PM ET

Iran reorganizes military for more aggressive posture abroad, Bloomberg reportsbearish 30 · impact 60

Geopolitics10:33 AM ET

Trump: US has 'total control' of Strait of Hormuz, calls blockade a 'wall of steel'neutral 50 · impact 60

Geopolitics9:14 AM ET

Wheat jumps 2.4% after Ukrainian drone strike on Russian port terminalsneutral 50 · impact 70

Geopolitics5:47 AM ET

Spain moves to approve Chinese car factory near naval base despite espionage concernsbearish 35 · impact 30

Analyst action

2 stories

Analyst action5:30 AM ET

BofA reiterates Buy on Intel with $145 PT, sees $6+ EPS potentialbullish 80 · impact 40

Analyst action4:43 AM ET

Piper Sandler initiates Mercury Systems at Overweight, PT $126bullish 65 · impact 40

Policy

1 story

Policy4:53 PM ET

Treasury Department repeals beneficial ownership reporting requirement to FinCENneutral 50 · impact 60

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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SPY−0.93%$764.65QQQ−2.09%$712.81

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