• CA cancels Paramount talks: California canceled settlement talks with Paramount Skydance (PSKY) over its proposed $111B acquisition of Warner Bros. Discovery (WBD), citing bad-faith leaks. Delays could trigger hundreds of millions in deal fees from October. Source: NY Times.
• Xiaomi launches in-house AI chip: Xiaomi (HKG:1810) launched a mobile chip with stronger on-device AI, reducing reliance on Qualcomm (QCOM) and MediaTek (TPE:2454) while strengthening control over flagship-device costs and differentiation. Source: Bloomberg.
• Alibaba funds AI & launches new model: Alibaba Group (BABA) is issuing $10.2B of new shares to fund AI infrastructure after quarterly profit fell 75% amid heavy spending. In other news, the company launched Wan3.0, which can generate 30-second videos from documents, spreadsheets, slides, and web pages. Sources: CNBC / Reuters.
• UPS expands logistics network: UPS (UPS) is investing more than $2B through 2028 in international, healthcare, and supply chain operations. It will expand hubs, automation, and cold-chain capabilities. Source: CNBC.
• XPeng robot unit raises $900M: XPeng (XPEV) is raising $900M for its Dogotix robotics unit from investors including Alibaba (BABA) and Tencent (HKG:0700), valuing the business above $6B. Source: Bloomberg.
• Samsung payout disappoints: Samsung Electronics (KRX:005930) shares fell over 8% after its $65–$80B shareholder-return plan came in below expectations and lacked clarity on buybacks, despite record AI-driven profits. Source: Reuters.
• Deere workers reject extension: United Auto Workers members rejected Deere & Co.’s (DE) two-year contract extension terms, setting up 2027 bargaining and raising the risk of labor disruption. Source: WSJ.
• Tesla recalls 2.98M cars: Tesla (TSLA) is recalling 2.98M China-made vehicles over hidden door-handle safety concerns, as China prepares to ban such designs from Jan. 1, 2027. XPeng (XPEV), Xiaomi (HKG:1810), and Geely (HKG:0175) are also affected. Source: BBC.
• Exxon automates Permian drilling: Exxon Mobil (XOM) plans to automate half its Permian rigs by 2028 to improve safety and drilling speed as it targets nearly 40% production growth by 2030. Source: Reuters.
• Shein targets $27B IPO: Shein is planning a Sept. 1 Hong Kong debut at up to a $26.8B valuation, raising as much as $1.77B. The valuation is far below its 2022 peak, as slower growth, tariffs, and higher costs pressure the business. Source: BBC.
• Trump Media expands Truth API: Trump Media (DJT) says customers for its Truth API have risen into the mid-teens, and pay up to $100,000 monthly for faster access to the president's posts. Source: CNBC.
• Nvidia chips power Russian drones: Ukrainian investigators found Nvidia (NVDA) Jetson Orin computers in Russian autonomous AI-guided drones and a new missile. Nvidia says it does not sell the devices in Russia and cannot track secondary-market sales. Source: NY Times.

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• Oil falls before Iran sanctions: Brent crude is falling 1.8% to about $93 a barrel, and WTI is down 2.3% to near $85, as markets await tougher U.S. measures against Iran. Source: NY Times.
• Treasury weighs buybacks: The U.S. Treasury could tap its roughly $950B General Account to fund larger long-term bond buybacks, potentially giving Secretary Scott Bessent more firepower to pressure yields without relying solely on new bill issuance. Source: CNBC.
• Singapore inflation hits a high: Singapore’s July inflation rose to 2.2%, below the 2.3% forecast, as Iran-war energy costs lifted electricity and transport prices. Core inflation reached 2%, while officials expect further increases in imported goods and food costs. Source: CNBC.

• Canada-U.S. trade ties fracture: The U.S. imposed 50% tariffs on about $20B of Canadian exports after trade talks collapsed. Canada will respond dollar for dollar from Sept. 8, targeting steel, dairy, agricultural equipment, pulp, and paper. Sources: CNBC / NPR.
• U.S. escalates Iran pressure: The Trump admin. is set to unveil its most comprehensive economic measures against Iran today, also threatening consequences for countries that continue trading with Tehran. Iran is threatening a harsh response and also blacklisted 45 tankers for violating Strait of Hormuz rules. Sources: NY Times / AP / Reuters.
• Norway extends Ukraine support: Norway plans to provide Ukraine with about $9.2B in military and humanitarian aid in 2027, matching 2026 support as the war with Russia continues. Source: CNBC.
• Guinea landfill collapse kills 30: A rain-triggered landslide at a Conakry landfill killed 30 people and injured 22, days after Guinea ordered the unsafe site closed. Source: Reuters.
• Typhoon Narra causes destruction: Typhoon Narra is triggering floods and landslides across southern China and northern Vietnam, forcing evacuations and damaging crops and infrastructure. Source: Reuters.
• Reno wildfire forces evacuations: Nearly 90K people are under evacuation orders or warnings as a fire approaches Reno, Nevada, after burning about 15K acres with zero containment. Source: BBC.

• 8:30 AM: Chicago Fed National Activity Index
• 2:00 PM: Treasury Secretary Bessent Speech
• Wednesday: Core PCE Price Index MoM, Durable Goods Orders MoM, GDP Growth Rate QoQ 2nd Estimate, Personal Income & Spending MoM 
• Friday: Fed Chair Warsh Speech, Non-Farm Payrolls Annual Revision Prelim.

PDD Holdings (PDD) has released its quarterly earnings.

• Revenue of $16.56B (+14.08% YoY) misses by $570M.
• EPS of $2.85 (-7.47% YoY) beats by $0.08.
• Financials · As Reported · Metrics · Press Release

Vipshop Holdings (VIPS) will report tomorrow before market open.

• Analysts estimate revenue of $3.62B (+0.50% YoY).
• EPS is estimated to be $0.51 (-10.53% YoY).
• Financials · As Reported · Metrics

HEICO (HEI) will report tomorrow after market close.

• Analysts estimate revenue of $1.35B (+17.43% YoY).
• EPS is estimated to be $1.51 (+19.84% YoY).
• Financials · As Reported · Metrics

Box, Inc. (BOX) will report tomorrow after market close.

• Analysts estimate revenue of $319.08M (+8.53% YoY).
• EPS is estimated to be $0.34 (+3.03% YoY).
• Financials · As Reported · Metrics

NVIDIA (NVDA) will report Wednesday.

• Analysts estimate revenue of $92.03B (+96.88% YoY).
• EPS is estimated to be $2.07 (+99.04% YoY).
• Financials · As Reported · Metrics

Synopsys (SNPS) will report Wednesday.

• Analysts estimate revenue of $2.44B (+40.26% YoY).
• EPS is estimated to be $3.47 (+2.36% YoY).
• Financials · As Reported · Metrics

Agilent Technologies (A) will report Wednesday.

• Analysts estimate revenue of $1.84B (+5.94% YoY).
• EPS is estimated to be $1.48 (+8.03% YoY).
• Financials · As Reported · Metrics

Everpure (P) will report Wednesday.

• Analysts estimate revenue of $1.10B (+27.71% YoY).
• EPS is estimated to be $0.50 (+16.28% YoY).
• Financials · As Reported · Metrics

Autodesk (ADSK) will report Thursday.

• Analysts estimate revenue of $2.01B (+14.10% YoY).
• EPS is estimated to be $2.97 (+13.36% YoY).
• Financials · As Reported · Metrics

Workday (WDAY) will report Thursday.

• Analysts estimate revenue of $2.63B (+12.19% YoY).
• EPS is estimated to be $2.34 (+5.88% YoY).
• Financials · As Reported · Metrics

Electronic Arts (EA) will report Saturday.

• Analysts estimate revenue of $1.46B (+12.44% YoY).
• EPS is estimated to be $0.81 (+224.00% YoY).
• Financials · As Reported · Metrics

• Estimated Monday, Aug. 24: MetaOptics Ltd (MOT), Singapore-based optical lenses maker with $613K in TTM revenue and 891.2% revenue growth YoY.
• Estimated Tuesday, Aug. 25: Advasa Holdings, Inc. (ADBT), a Japanese financial technology and services company with $21.69M in TTM revenue and -4.6% revenue growth YoY.