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Wednesday, August 5 · New YorkPreview data · log in for market quotes

S&P 5006,412.17+0.62%

NASDAQ21,178.58+0.88%

10Y YIELD4.23%−2 bps

GOLD$3,321.40+0.31%

BITCOIN$116,820+1.42%

OURALPHA MORNING BRIEF · 4 MIN READ

AI infrastructure leads. Rates set the risk.

Estimate momentum remains strongest across memory and optical networking, while today's macro data could reset the rate backdrop. Two watchlist updates are material.

01 · THEMEMemory pricing keeps moving higher

02 · MACROWatch the 10Y response to ISM

03 · YOUR LISTMU and PLTR need review

Your watchlist

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Micron TechnologyHBM pricing expectations moved higher

$126.84+4.82%

HIGH

NVDA

NVIDIANew export-policy details require review

$177.12+1.36%

HIGH

PLTR

PalantirNew government contract disclosed

$158.70+2.14%

MED

CEG

Constellation EnergyNo thesis-changing update today

$328.11−0.74%

LOW

Upcoming events

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04AUG

ISM Services10:00 ET · Macro

05AUG

AMD earningsAfter close · Watchlist

06AUG

10Y auction13:00 ET · Rates

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