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August 8th - According to The Information, Nvidia (NVDA.O) has agreed to invest $2 billion in power infrastructure developer Lancium, with a commitment to invest an additional $1 billion if the company acquires more planned power resources. The deal reportedly values Lancium and its land and power connectivity assets at approximately $10 billion, including the investment amount and debt. Lancium is a power infrastructure company backed by Blackstone Group, developing power infrastructure projects in Texas, serving the OpenAI and Oracle AI campuses.

Ukrainian President Volodymyr Zelenskyy expressed his gratitude for the US Senate's passage of the Russian sanctions bill.

According to The Information, Nvidia (NVDA.O) will invest up to $3 billion in a power company backed by Blackstone Group.

Fitch: Kuwait's oil exports face continued pressure due to its reliance on the Strait of Hormuz.

1. The US Senate passed a bill imposing sanctions on Russia's energy sector. 2. US intelligence: Russia may be testing NATO's resolve with limited attacks. 3. Russian Ministry of Defense: Russian forces hit 34 Ukrainian military vessels in the past week. 4. Russian Ministry of Defense: In the past week, the Russian armed forces launched two large-scale strikes and 12 cluster strikes against defense industrial enterprises and logistics centers. 5. According to Interfax news agency: The Russian Ministry of Defense stated that three ships were sunk near Odessa and Chornomorsk, Ukraine. 6. According to Ukraine's state-owned oil and gas company, Russia attacked seven gas production sites overnight. 7. According to the Wall Street Journal: US intelligence links the drone explosion at a German airport to Russia. 8. EU High Representative for Foreign Affairs and Security Policy, Karas: The EU today approved a new sanctions list against five individuals involved in Russia's military-industrial complex. The EU must continue to increase pressure on Russia until Moscow ends the war.

Witnesses reported multiple loud explosions heard in Kyiv, the capital of Ukraine.

According to filings with the U.S. Securities and Exchange Commission (SEC), IMG Wealth Management holds 212 Class A shares of SpaceX (SPCX.O).

Paramount (PSKY.O) announced an extension of the expiry date of its previously announced exchange offer and tender offer.

According to filings with the U.S. Securities and Exchange Commission (SEC), AT&T (TN) has submitted final terms documents for the issuance of €1.2 billion in floating-rate global notes, which will mature in 2028.

The Dow Jones Industrial Average rose 151.42 points, or 0.28%, to close at 54,036.52 on Friday, August 7; the S&P 500 rose 47.63 points, or 0.62%, to close at 7,757.59; and the Nasdaq Composite rose 342.26 points, or 1.30%, to close at 26,690.62.

Ukrainian President Volodymyr Zelenskyy expressed his gratitude for the US Senate's passage of the Russian sanctions bill.

According to the U.S. Commodity Futures Trading Commission (CFTC), in the week ending August 4, speculators reduced their net short positions in Chicago Board of Trade (CBOT) U.S. Treasury futures by 41,225 contracts to 176,272 contracts. They reduced their net short positions in CBOT 2-year U.S. Treasury futures by 120,346 contracts to 1,004,228 contracts. They increased their net short positions in CBOT 5-year U.S. Treasury futures by 179,319 contracts to 1,325,719 contracts. They reduced their net short positions in CBOT 2-year U.S. Treasury futures by 120,346 contracts to 1,004,228 contracts. They reduced their net short positions in CBOT ultra-long-term U.S. Treasury futures by 5,723 contracts to 314,985 contracts.

The Spanish government announced that passport and nationality checks for Italian passengers will begin at midnight on Saturday and continue until September 7.

On August 8th, JPMorgan Chase predicted that corporate bond issuance related to technology would exceed $500 billion this year. The bank raised its 2026 debt issuance forecast for the technology, media, and telecommunications sectors from $450 billion to $540 billion, citing increased spending by large technology companies as they lead an artificial intelligence investment cycle. A team led by JPMorgan strategist Erica Spier stated in a report on Friday that chip-backed financing will be the "next major frontier" supporting AI infrastructure development, potentially "expanding to trillions of dollars" by the end of this decade. JPMorgan has identified seven investment-grade data center financing opportunities beyond the six projects already financed, four of which are expected to come from Oracle and OpenAI. The bank anticipates Meta Platforms will return to the bond market after releasing its third-quarter earnings, while Microsoft is seen as the "biggest uncertainty," potentially raising funds from bond investors for the first time since 2017.

According to the Wall Street Journal, U.S. intelligence agencies have linked the drone explosion at a German airport to Russia.

On August 8th, local time, US officials stated on August 7th that Oman and Iran had made progress on the Strait of Hormuz issue and were expected to reach an agreement soon. Once an agreement to resume unimpeded commercial shipping is announced, the US will lift its blockade of Iranian ports. US actions will continue to be dependent on actual performance and linked to Iran's fulfillment of its commitments. Neither Iran nor Oman has yet responded to these statements.

According to The Information, SpaceX (SPCX.O) may complete its $60 billion acquisition of programming startup Cursor as early as the end of next week. Cursor will be integrated with SpaceX's AI team.

The U.S. Treasury Department reported that in the latest bi-weekly reporting period, investment funds purchased $31.104 billion in 7-year U.S. Treasury securities maturing July 31, 2033, compared to $31.559 billion in the previous month. Foreign investors purchased $5.242 billion in 7-year U.S. Treasury securities maturing July 31, 2033, compared to $5.864 billion in the previous month.