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AMD, Cisco, and Humain to deploy up to 250 MW of AI infrastructure in 2027. $AMD $CSCO

The Tesla Model Y led global EV sales from January to July 2026 with 654,657 units, more than double the second-place BYD Song (275,753 units, combining BEV and PHEV versions), according to CAAM registration data shared by @muskonomy. Tesla Model 3 slipped to fourth (252,692 units) after a slower month, behind Geely Xingyuan in third (267,071). An analyst quoted in the post expects Model 3 to regain third in September if the dip was supply-related rather than demand-driven, while noting BYD Song’s new-generation ramp could make reclaiming second harder.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $TSLA

Modi urged Putin to stop the war in Ukraine At a meeting with Putin at the SCO summit in Bishkek, Indian Prime Minister Modi said, “Every day of war sets humanity back, and it is necessary to move toward an end to hostilities.”

$CRWD launched Falcon IQ with 50+ AI agents using $NVDA Nemotron alongside OpenAI and Anthropic models to automate vulnerability discovery and remediation. It pushes Falcon further from detecting security issues toward autonomously fixing them in real time.

US Treasury Secretary Bessent is meeting with the Russian delegation now - Fox Business.

US Treasury Secretary Bessent: We're working with Trump Budget Director Vought on a fiscal consolidation package - CNBC Interview. US Treasury Secretary Bessent: Perhaps the US is the top bond market due to the buybacks news.

US Treasury Secretary Bessent: There is a meeting with my Canadian counterpart here at the G20 - CNBC Interview

US Treasury Secretary Bessent: We are not in a trade war with Canada. Unfortunately, Carney turned this into a shouting match - CNBC Interview

$TSLA

Bernstein says $META could surpass $GOOGL Search in ad revenue by year-end after capturing “nearly half of every incremental digital advertising dollar” in Q2. Meta’s AI spend is already translating into measurable share gains against most dominant ad product on the internet.

Tesla’s main news right now:Cybercab event: Official launch in Austin on September 3. Production units with no steering wheel or pedals are already testing on public roads. Robotaxi: Service now runs 6 a.m.–10 p.m., seven days a week, in six cities (Austin, Dallas, Houston, Miami, Orlando, Tampa). Coverage areas in Austin and Dallas have expanded. Las Vegas permits were also approved. Optimus: Robot production has started at Fremont. Outside sales still look like 2027. Other products: Two Cybertruck trims rose $5,000. Solar Roof tiles were discontinued. Einride ordered 500 Semis. Tesla also picked 36 new Supercharger sites. Business backdrop: Q2 had record deliveries (480,126) and $28.2B revenue, but thinner auto margins, negative free cash flow, and a $25B 2026 capex plan. Stock has been around the mid-$340s. $TSLA

OpenAI receives warrants valued at an estimated $5.5 billion in SB Energy - WSJ

President Trump posts a screenshot of Koibessi’s August 11th post regarding his reported capital gains tax cut discussions, including "indexing" capital gains for inflation before taxes are calculated. It appears President Trump is actively considering capital gains tax cuts.

Gold saw an inflow of $7.3 Billion last week, its largest since October 2025

Anthropic is targeting a $2 trillion IPO while pitching a $30 trillion TAM... not sure if I'm particularly excited about this? Especially after what we've seen with $SPCX, $SKHY, CXMT, and Unitree. It certainly gives the entire AI stack solid tailwind for a short-term rally, similar to what SpaceX did for its sector, but we should expect volatility after the IPO.

OpenAI has reportedly bought tens of thousands of Mac minis and Mac Studios for reinforcement learning and computer-use agents while Anthropic is renting Macs through $AMZN AWS. $AAPL hardware is becoming a lot more relevant to AI workloads than we thought entering this year as memory capacity starts to matter more relative to raw GPU performance.

JAPANESE LARGE SCALE RETAIL SALES YOY ACTUAL 2% (FORECAST -, PREVIOUS -1%) $MACRO|

No significant impact so far and almost all incoming missiles intercepted at this point: Fox reporter on X citing U.S. source