US Stock Market Highlights Summary – August 4, 2026

Market Outlook Today

US June JOLTS Job Openings

US June Durable Goods Orders (Revised)

SpaceX, AMD Earnings

AI Demand Soars! Palantir Posts Strong Earnings and Forecast, Shares Surge 14% After Hours

Palantir Technologies (PLTR-US) continues to thrive, despite recent corporate scrutiny over AI budgets. The data analytics company announced another record-breaking quarterly performance on Monday (August 3), reporting significant revenue growth and profits exceeding expectations, sending its stock soaring over 14% in after-hours trading. Palantir’s second-quarter revenue reached $1.94 billion, a 93% increase from the same period last year and above analysts’ forecast of $1.81 billion. Earnings per share (EPS) came in at $0.41, also surpassing the market expectation of $0.34.

Read Full Article

Memory 'Super Price Surge' Continues! DDR4 and NAND Prices Hit New Highs in July

Traditional DRAM and NAND flash memory prices both reached new highs in July. As artificial intelligence (AI) servers continue to absorb DRAM capacity through high-bandwidth memory (HBM), and memory manufacturers shift NAND resources toward enterprise SSDs, high-layer 3D NAND, and advanced processes, supply of traditional memory used in PCs, consumer electronics, and industrial equipment is becoming increasingly tight. The price hike cycle is far from over.

Read Full Article

Tesla Rises for Third Consecutive Day as Market Downplays US Safety Probe

Tesla (TSLA-US) stock rose on Monday (August 3), marking its third consecutive day of gains, recovering from a dip following its Q2 earnings release. Despite the National Highway Traffic Safety Administration (NHTSA) launching an investigation into a safety issue, investors appear unfazed. The electric vehicle maker’s shares climbed 3.5%, closing at $322.08. The S&P 500 Index and Dow Jones Industrial Average rose 1.5% and 1.3%, respectively, that day.

Read Full Article

Boeing 737 Max 7 Finally Cleared After Nearly a Decade! Stock Surges, Analyst Targets $450

The Boeing 737 Max 7 has officially received certification from the US Federal Aviation Administration (FAA) after nearly a decade of review, ending a prolonged process marred by two fatal crashes and quality issues. At the same time, BNP Paribas, the only major bank previously bearish on Boeing, significantly upgraded its investment rating, suggesting the stock could reach $450 by 2030. This propelled Boeing (BA-US) shares to rise 8% on Monday (August 3).

Read Full Article

Broadcom Fails to Block EU Document Request! VMware Antitrust Case Heats Up

US chip giant Broadcom (AVGO-US) attempted to halt the European Union’s antitrust authority from accessing US legal documents but was rejected by the EU Court. The case relates to Broadcom’s 2023 acquisition of VMware. The EU General Court ruled in favor of the European Commission’s investigative authority. In May, Broadcom filed for interim measures at the EU General Court in Luxembourg, seeking to block the Commission from reviewing legal documents created outside the EU. The European Commission, responsible for enforcing EU competition law, is currently conducting an antitrust investigation into Broadcom.

Read Full Article