📊 Daily Market Pulse

Generated August 5, 2026 7:30 AM ET

Market Closed

⚠ Market Alert
The Nasdaq 100 surged 3.3% today, driven by broad-based gains in mega-cap technology and growth stocks as investors reassess interest rate expectations following recent economic data. This significant rally suggests renewed appetite for high-growth equities and may signal shifting sentiment around the Federal Reserve's monetary policy path going forward.
AI Morning Briefing

Equities surged today with the Nasdaq 100 leading the charge at +3.32%, while the S&P 500 and Dow Jones gained 1.79% and 1.71% respectively, signaling broad-based strength despite the Fear & Greed Index remaining in fear territory at 27. Energy markets rallied alongside equities, with WTI crude climbing 2.05%, while the 10-year Treasury yield held steady at 4.63% and inflation remains moderately elevated at 3.73% year-over-year. Cryptocurrencies showed modest gains with Bitcoin up 0.80%, suggesting risk appetite has returned even as volatility remains relatively contained with the VIX at 16.62.

Watch today: Monitor whether this rally sustains into tomorrow and whether the 10-year yield breaks above 4.65%; a sustained push higher in yields could pressure the tech gains that drove today's outperformance, especially given the still-elevated CPI reading of 3.73%.

📈 US Market Futures
Dow Jones (YM=F) $54,484.00 (-8.00, -0.01%)
S&P 500 (ES=F) $7,797.50 (+5.50, +0.07%)
Nasdaq 100 (NQ=F) $29,903.25 (+13.25, +0.04%)
Russell 2000 (RTY=F) $3,052.20 (-3.40, -0.11%)
💎 Magnificent 7
Apple (AAPL) $309.38 (-1.16, -0.37%)
Microsoft (MSFT) $492.81 (+2.18, +0.44%)
Amazon (AMZN) $277.42 (-0.42, -0.15%)
Alphabet (GOOGL) $377.65 (-2.00, -0.53%)
Meta (META) $587.94 (-1.66, -0.28%)
Tesla (TSLA) $327.35 (+1.97, +0.61%)
Nvidia (NVDA) $211.94 (-4.56, -2.11%)
📊 Sector Performance
Semiconductors (SMH) $575.71 (+3.43, +0.60%)
Communication Services (XLC) $112.04 (+0.53, +0.48%)
Energy (XLE) $58.52 (+0.01, +0.02%)
Materials (XLB) $52.00 (-0.04, -0.08%)
Consumer Staples (XLP) $85.37 (-0.07, -0.08%)
Real Estate (XLRE) $45.17 (-0.05, -0.11%)
Regional Banks (KRE) $77.84 (-0.12, -0.15%)
Industrials (XLI) $186.40 (-0.30, -0.16%)
Utilities (XLU) $44.11 (-0.09, -0.20%)
Homebuilders (XHB) $109.61 (-0.39, -0.35%)
Biotech (XBI) $151.88 (-0.54, -0.36%)
🪙 Cryptocurrencies
Bitcoin (BTC) $64,026.00 (+0.80% 24h)
Ethereum (ETH) $1,867.13 (+0.60% 24h)
Solana (SOL) $73.79 (+0.90% 24h)
Ripple (XRP) $1.06 (-1.00% 24h)
Cardano (ADA) $0.19 (-0.80% 24h)
Fear & Greed 27 – Fear
⛽ Energy
US Avg Gas (regular) $4.079/gal EIA week ending 2026-08-03
US Avg Diesel $5.348/gal EIA week ending 2026-08-03
Crude Oil (WTI) $76.11 (+1.53, +2.05%)
🥇 Metals
Gold (GC=F) $4,232.10 (+45.50, +1.09%)
Silver (SI=F) $61.85 (+0.82, +1.34%)
💱 Currencies
USD/JPY ¥157.55 (-0.16, -0.10%)
EUR/USD 1.1551 (+0.00, +0.14%)
🏦 Bonds & Interest Rates
US 2-Year Treasury 3.730% (+0.030, +0.81%)
US 10-Year Treasury 4.627% (-0.059, -1.26%)
30-Year Mortgage Rate 6.66% (+1.22pp MoM)Freddie Mac weekly average
🔮 Polymarket — BTC
What price will Bitcoin hit in 2026 $60K @ 78.5% (-3.5pp vs prev)next: $70K @ 70.0% · vol $54K/24h · ends 2027-01-01
What price will Bitcoin hit in August $65K @ 86.5% (+2.0pp vs prev)next: $62K @ 79.0% · vol $443K/24h · ends 2026-09-01
When will Bitcoin hit $150k $150K @ 3.9% (+0.1pp vs prev)vol $23K/24h · ends 2027-01-01
🎲 Kalshi — BTC
How high will Bitcoin get in 2026 $100K @ 12.5% (-1.0pp vs prev)next: $110K @ 8.5% · vol $1K/24h · ends 2027-01-31
Bitcoin price at the end of 2026 $65K-$70K @ 13.1% (-0.1pp vs prev)next: $60K-$65K @ 12.8% · vol $83K/24h · ends 2027-01-01
When will Bitcoin hit $150k Before January 2027 @ 4.5% (+1.0pp vs prev)next: Before September 2026 @ 0.5% · vol $37K/24h · ends 2027-01-31
Will Bitcoin be above $200k by 2027 $200K @ 3.5% (+0.0pp vs prev)vol $35K/24h · ends 2027-01-31
How high will BTC get in August $65K @ 82.5% (+3.0pp vs prev)next: $68K @ 50.5% · vol $119K/24h · ends 2026-09-08
🛒 Consumer Prices
Eggs, Grade A Large $2.14/doz (-2.28% MoM)BLS monthly · latest: 2026-06-01
Milk, whole $4.32/gal (+2.37% MoM)BLS monthly · latest: 2026-06-01
CPI – Food at Home (+2.92% YoY) Grocery inflation · 2026-06-01
CPI – Shelter (+3.05% YoY) Rent & housing costs · 2026-06-01
📉 Macro Economy
Real GDP Growth (+1.50% QoQ ann.) BEA quarterly · 2026-04-01 · level: $32.48T
CPI – All Items (+3.73% YoY) Headline inflation · 2026-06-01
Unemployment Rate 4.2% (-2.33pp MoM)
US National Debt $39.74T (-32.4B DoD)US Treasury · as of 2026-08-03