Thursday, August 06, 2026 — Payrolls jitters, a Beijing tech flex, and the deadliest Houthi strike since the truce.

Nvidia is everywhere. SpaceX commits exclusively to them, dumps AMD — $AMD -9% on a record quarter. Watch this. Beijing flips the script on the US tech war, testing the truce weeks before Xi’s visit. The issue is, timing. DeepSeek resumes its $8B round and drops $20.8M into Unitree’s Shanghai IPO. Good signal for China AI liquidity. 45 government troops killed in Yemen. The Houthis aren't slowing down, and the Hormuz risk isn't priced out yet. 10Y yield climbs to 4.675%. The bond market is twitchy ahead of payrolls — Kalshi only sees a 30.5% chance of >125k jobs.

Nvidia is everywhere. SpaceX commits exclusively to them, dumps AMD — $AMD -9% on a record quarter. Watch this.