Today's Markets in 5 Minutes (2026.08.10)

Markets opened the week in wait-and-see mode ahead of key inflation data, with equity futures little changed and oil climbing on Iran tensions. Corporate news dominated: Intel moved to sell $15 billion of stock into its rally, Berkshire ended a 14-quarter selling streak, and AI-linked names from TSMC to Meta stayed in focus.

1. Intel launches $15 billion stock sale after 400% one-year run

Screenshot of Intel plans to sell $15 billion worth of stock after it has — Source: Intel plans to sell $15 billion worth of stock after it has (click for the original)

Intel announced a $15 billion common stock offering on Monday, moving to raise capital after its shares rose roughly 400% over the past year. The company said customer demand looks "strong and sustainable" in the AI era and pointed to growth opportunities in physical AI, custom chips and advanced packaging.

Referenced underwriters and banks named in coverage included JPMorgan, Goldman Sachs, Morgan Stanley and Citigroup. Intel shares were quoted higher intraday as the offering was disclosed.

Watch the offering price relative to the recent run-up and how much dilution the raise implies for existing holders. The stated uses of proceeds and any updates on custom-chip and packaging demand are the facts to track next.

2. TSMC sales up 45%, Meta open-sources model, JPMorgan lifts S&P 500 target on AI capex

Screenshot of World's biggest chipmaker TSMC's sales surge 45% amid buoyan — Source: World's biggest chipmaker TSMC's sales surge 45% amid buoyan (click for the original)

TSMC reported sales surged 45% amid strong AI chip demand. Meta said it will open-source its most powerful AI model in an open-weight push championed by Mark Zuckerberg, positioning against OpenAI and Anthropic.

JPMorgan strategists raised their S&P 500 target, citing AI capital spending beginning to pay off. Separately, OpenAI tightened controls on a new model over cybersecurity risks, and House Democrats called for AI companies to testify on recent hacks.

The reports frame AI spending as a revenue driver (TSMC) and a strategy debate (Meta's open-weight stance), while security and regulatory scrutiny build in parallel. Watch whether AI capex translates into sustained earnings and how the hack hearings and model-control moves affect the sector.

3. Payrolls drop, inflation data awaited, dollar steadies and Fed under Warsh in focus

Screenshot of Stock market today: Dow, S&P 500, Nasdaq futures little chan — Source: Stock market today: Dow, S&P 500, Nasdaq futures little chan (click for the original)

Stock futures were little changed as traders waited for key inflation data due this week. The dollar steadied after a payrolls drop, with the yen falling; MarketWatch noted the U.S. economy is shedding jobs and framed possible market implications.

Reporting also highlighted bond-market angst behind Treasury Secretary Bessent's moves, coverage of how Kevin Warsh is "rewiring the Fed," and a preview flagging inflation data alongside earnings from Super Micro, Cisco, Rocket Lab and Tapestry.

This week's inflation print and the labor-market softening are the key variables to watch for rate expectations. Note also signals from the bond market and any policy-direction shifts at the Fed under Warsh.

4. Berkshire ends 14-quarter selling streak; S&P 500 Q2 profit boomed

Screenshot of Berkshire Hathaway Beats Earnings Views, Ends 14 Quarters Of — Source: Berkshire Hathaway Beats Earnings Views, Ends 14 Quarters Of (click for the original)

Berkshire Hathaway beat earnings views and ended 14 consecutive quarters of net equity selling, with reporting noting cash balances retreated on increased investments and share buybacks in Q2.

A broader review said S&P 500 companies' second-quarter profit boomed, raising the question of what comes next. In commodities, Rio Tinto posted a 43% earnings surge, described by coverage as raising the question of sustainable growth versus a commodity cycle.

Berkshire shifting from net seller to buyer and resuming buybacks is a notable change in stance to track alongside its cash position. For the broad index, the variable to watch is whether the Q2 profit strength can be sustained into coming quarters.

5. Oil climbs on Strait of Hormuz standoff; U.S. backs rare-earth miner

Screenshot of Trump signals shift to economic pressure as Iran hardens sta — Source: Trump signals shift to economic pressure as Iran hardens sta (click for the original)

Oil prices rose as President Trump signaled a shift toward economic pressure on Iran rather than further military strikes, while Tehran set conditions for reopening the Strait of Hormuz, including lifting a U.S. naval blockade and releasing frozen assets. The Dow fell as oil climbed, per live market coverage.

In critical minerals, an Australian rare earth miner surged after a U.S. Department of Defense investment, underscoring policy support for domestic supply chains.

The Hormuz negotiations and any deal or breakdown are the key swing factor for oil and energy-sensitive equities in the near term. Track shipping-route talks with Oman and the government's rare-earth funding as separate supply-chain variables.

Disclaimer: This content is for informational purposes only and is not investment advice. Investment decisions are your own responsibility.
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