Markets Pre-Open (9:00 AM ET)
Indices:
- S&P 500: 7,735.54 (+0.33%)
- Dow 30: 53,939.99 (+0.10%)
- Nasdaq: 26,551.00 (+0.77%)
- Russell 2000: 3,001.55 (-0.58%)
- VIX: 15.28 (+0.86%)
Futures: All three major indices in positive territory despite jobs miss. Tech leading the rebound (Nasdaq +0.77%), small caps lagging.
Asia Overnight:
- Shanghai Composite: 3,940.04 (+1.02%)
- Nikkei 225: 65,606.71 (-0.12%)
- Hang Seng: 25,668.03 (+0.54%)
Europe Mid-Session:
- DAX (Germany): 26,375.89 (+0.90%)
- FTSE 100 (UK): 10,930.30 (+0.57%)
- Euro Stoxx 50: 6,545.74 (+0.66%)
Geopolitical Intel
🔴 Priority Intelligence (LVL 5)
NYT Analysis: Iran’s Three Key Nuclear Sites (LVL 5/10)
- Location: 32.427°N, 53.688°E
- Published Fri, Aug 7 13:18 UTC — NYT + 3 sources
- Detailed mapping of Iran’s nuclear infrastructure amid ongoing Hormuz negotiations
- No immediate military escalation, but diplomatic pressure mounting
Saudi-Turkey-Pakistan Defense Pact Signed (LVL 5/10)
- Location: 30.375°N, 69.345°E
- BBC + 2 sources
- Trilateral defense agreement — first formal military coordination framework between the three powers
- Implications for Gulf security architecture and regional balance
Sudan Crisis: UN Warns of Mass Atrocities (LVL 5/10)
- Besieged city faces relentless drone strikes
- NPR report, Aug 7 05:00 EDT
- Humanitarian corridor access remains blocked
UN Chief Condemns Both Ukraine and Russia (LVL 5/10)
- Escalation continues despite diplomatic condemnation
- AlJazeera + 2 sources
- Both sides accused of violations, no ceasefire progress
Defense Sector (from ThinkCreate Global Markets)
| Ticker | Price | Change |
|---|---|---|
| RTX | $223.25 | +0.42% |
| LMT | $582.85 | +0.91% |
| NOC | $567.74 | +1.84% |
| GD | $386.92 | +0.74% |
| BA | $232.19 | -3.33% ⚠️ |
| PLTR | $155.92 | -1.58% |
Analyst Note: Boeing underperforms on production concerns, Northrop leads defense rally. Saudi-Pakistan-Turkey pact could boost regional defense exports.
Live Data Snapshot
- Commercial flights: 4,566 | Military: 190 | Private: 1,995
- Tracked/flagged aircraft: 1,360
- Active satellites: 540
- GPS jamming events: 8
- Earthquakes (24h): 31
- Global incidents (GDELT): 829
Commodities & Currencies
Gold: $4,410.00 (+2.57%) 🔥 Silver: $64.33 (+4.43%) 🔥 WTI Crude: $76.80 (-0.63%) Brent Crude: $81.78 (-0.86%) Copper: $6.63 (-1.11%) Natural Gas: $2.68 (+1.44%)
Currencies:
- EUR/USD: 1.1574 (+0.43%)
- USD/JPY: 157.40 (-0.66%)
- DXY (US Dollar Index): 99.50 (-0.43%)
Bonds:
- 10-Yr Treasury: 4.62% (-1.01%)
- 30-Yr Treasury: 5.19% (-0.50%)
Crypto:
- BTC: $65,065.88 (+1.11%)
- ETH: $1,924.54 (+1.00%)
- SOL: $73.79 (+0.86%)
Earnings — TODAY (Friday, Aug 7)
Reported AMC (After-Hours):
- RIOT Riot Platforms (Q2 2026) — Est EPS: -$0.32 | Cap: $8.02B
- HE Hawaiian Electric (Q2 2026) — Est EPS: $0.17 | Cap: $2.16B
- SBET Sharplink, Inc. (Q2 2026) — Est EPS: $0.42 | Cap: $1.32B
- BH Biglari Holdings (Q2 2026) — No estimate | Cap: $1.22B
- BRT BRT Apartments (Q2 2026) — Est EPS: -$0.19 | Cap: $271.42M
Reported BMO (Pre-Market):
- UAA Under Armour (Q1 2027) ✅ — Beat estimates, but cut FY27 outlook — stock -3% pre-market
- GLP Global Partners LP (Q2 2026) — Est EPS: $1.24 | Cap: $1.65B
- SLI Standard Lithium (Q2 2026) — Est EPS: -$0.03 | Cap: $559.11M
- NMRA Neumora Therapeutics (Q2 2026) — Est EPS: -$0.24 | Cap: $303.87M
Earnings — WEEKEND & MONDAY (Aug 10)
Saturday, Aug 8 (Berkshire Weekend Drop):
- BRK-B Berkshire Hathaway — Est EPS: $5.13 | Cap: $1.13T 🔥
- BRK-A Berkshire Hathaway — Est EPS: $7,395.10 | Cap: $1.13T
- SPG Simon Property Group — Est EPS: $1.57 | Cap: $71.94B
Monday, Aug 10 (219 Companies):
- B Barrick Mining — Est EPS: $0.84 | Cap: $69.48B
- FERG Ferguson Enterprises — Est EPS: $3.30 | Cap: $49.14B
- RKLB Rocket Lab — Est EPS: -$0.08 | Cap: $47.28B 🚀
- ASTS AST SpaceMobile — Est EPS: -$0.29 | Cap: $20.12B 🛰️
- BBIO BridgeBio Pharma — Est EPS: -$0.58 | Cap: $16.22B
- AXSM Axsome Therapeutics — Est EPS: -$0.84 | Cap: $10.81B
- ACM AECOM — Est EPS: $1.46 | Cap: $9.63B
- HIMS Hims & Hers Health — Est EPS: -$0.05 | Cap: $6.87B
Tuesday, Aug 11 (Major Tech):
- VG Venture Global — Natural gas exporter
- CRWV CoreWeave — AI infrastructure provider
Economic Calendar
Today (Friday, Aug 7):
- ✅ Non-Farm Payrolls: -23,000 (vs +57,000 est) — MAJOR MISS
- ✅ Unemployment Rate: 4.1% (vs 4.2% prior) — IMPROVED
Next Week:
- Monday, Aug 10 (10:00 AM ET): Employment Trends* (P: 106.69)
- Tuesday, Aug 11 (10:00 AM ET): Existing Home Sales (P: 4.09M)
Bottom Line
Jobs disaster, market shrug. Payrolls fell by 23K (far below +57K est), but unemployment improved to 4.1%, creating a mixed narrative that markets are digesting with surprising calm. Gold surged +2.6% on safe-haven flows as geopolitical stress mounts (Iran nuclear scrutiny, Saudi-Turkey-Pakistan defense pact), but oil fell -0.7% as Hormuz negotiations stabilize. Defense stocks mixed — NOC +1.8%, BA -3.3%. Weekend focus shifts to Berkshire earnings (Greg Abel’s second report as CEO-in-waiting) and Monday’s space sector double-feature (RKLB, ASTS). Tech futures lead the rebound (+0.77% Nasdaq), small caps lag (-0.58% Russell). Watch 10Y yield at 4.62% — if jobs weakness persists, Fed dovish pivot accelerates.