IRAN'S FOREIGN MINISTER SAYS NEGOTIATIONS BETWEEN IRAN AND OMAN OVER STRAIT OF HORMUZ ARE IN FINAL STAGES - IRNA
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IRAN'S FOREIGN MINISTRY SPOKESPERSON: THE UNDERSTANDING BETWEEN IRAN AND OMAN REGARDING A NEW ROUTE DOES NOT MEAN THE STRAIT OF HORMUZ IS BEING OPENED OR CLOSED
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ISRAEL HAS EXPRESSED CONCERNS TO THE U.S. ON PROPOSED HAMAS DISARMAMENT PLAN, NETANYAHU'S SPOKESPERSON TELLS REUTERS
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TRUMP: I WAS ASKED TO CALL OF STRIKES BY SAUDI ARABIA, UAE, QATAR AND IRAN
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TRUMP: I THINK THERE IS A DEAL ON HORMUZ
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TRUMP ON IRAN: THERE'S A DEAL ON HORMUZ AND THERE WILL BE A DEAL ON DENUCLEARIZATION
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- TRUMP ON IRAN: TALKING TO THEM IN THE FORM OF A NEGOTIATION
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TRUMP ON YEN: U.S. INTERVENING BECAUSE U.S. HAS A GOOD RELATIONSHIP WITH JAPAN
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HORMUZ DEAL IN SIGHT

Trump says Saudi Arabia, the UAE, Qatar, and Iran all urged him to delay planned strikes.

He says the attack would have been massive but paused after allies pushed for diplomacy.

According to Trump, allies believe a deal is close—first on the Strait of Hormuz, then on Iran's nuclear program.
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*TRUMP SAYS NEW IRAN NEGOTIATIONS TO BEGIN MONDAY AFTERNOON
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TRUMP: HAVE DECIDED A PUNISHMENT FOR CANADA ON WILDFIRES , BUT WON'T SAY YET
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*TRUMP SAYS US INTERVENTION IN YEN WAS A SIGNAL OF FRIENDSHIP
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IRAN'S FOREIGN MINISTRY SPOKESPERSON ON TALKS WITH U.S.: THERE IS NO PLAN TO RECEIVE A DELEGATION OR SEND AN IRANIAN ONE DURING 'THESE DAYS'
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BITCOIN SLIPS ON WALLET HACK FEARS

Bitcoin dropped 1.3% to $62,591 amid concerns over a potential hack targeting Coldcard wallets.

Coinkite urged users to move funds after researchers flagged a flaw that may have enabled attackers to steal roughly $70 million in under an hour.

Adding pressure, bitcoin ETFs recorded outflows on Friday.
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CHINA'S CXMT CONSIDERS SECOND MEMORY CHIP PLANT IN BEIJING, SOURCES SAY

CXMT IN FINANCING TALKS WITH A LOCAL GOVERNMENT-BACKED TECH AND MANUFACTURING HUB FOR THE NEW CHIP PLANT, SOURCES SAY
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OIL STOCKS FALL PREMARKET AS CRUDE PRICES DECLINE OVER 5%

EXXONMOBIL DOWN 1.6%, CHEVRON DOWN 1.5%, CONOCOPHILLIPS FALLS 2%

OCCIDENTAL PETROLEUM FALLS 2.3%, DEVON ENERGY DOWN 1.9%
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$SPCX - SPACEX FACES LOCK-UP SELLING PRESSURE

SpaceX shares are under pressure as insider lock-up expirations begin on August 6.

Around 20–30% of locked shares will become eligible for sale initially, with staggered unlocks lifting tradable shares to roughly 40% by December 2026.

The stock has already fallen below its IPO price, while investors await its first earnings report after Tuesday's close.
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BOJ MONEY MARKET DATA SUGGEST FX MARKET INTERVENTION BY JAPAN
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*BOJ DATA SUGGEST JAPAN INTERVENTION OF ABOUT 5.3 TLN YEN FRIDAY
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$TSLA - STIFEL CUTS TESLA PRICE TARGET, KEEPS BUY

Stifel lowered its Tesla price target to $491 from $508, while maintaining a Buy rating.

The firm cited weaker profitability after Q2, with gross margin falling to 16.8% and adjusted EBITDA missing expectations.

Despite this, Stifel remains bullish on FSD and Robotaxi, pointing to a growing order backlog and the Model YL launch as key long-term catalysts.
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MARKET MOVERS

🟢 UPGRADES
$IR: Stifel upgraded to Buy; PT raised to $101 from $84
$PSN: Jefferies upgraded to Buy; PT cut to $52 from $60
$CRCL: TD Cowen initiated with Buy; PT $82
$RBLX: JP Morgan assumed coverage with Neutral; PT $40

🔴 DOWNGRADES
$LAUR: JP Morgan downgraded to Neutral
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