Premarket movers Mag 7 names are all lower (Apple -0.1%, Alphabet -0.7%, Amazon -1.3%, Meta -1%, Microsoft -1.1%, Nvidia -1.3%, Tesla -1.2%) Capricor Therapeutics (CAPR) rises 4% after Piper Sandler upgraded the biotech company to overweight, optimistic about the prospects for deramiocel, a treatment for Duchenne muscular dystrophy Charter Communications (CHTR) inches 1% lower after the cable operator said CFO Jessica Fischer will step down in mid October to relocate for another professional opportunity. Duolingo (DUOL) is up 6% after Evercore ISI upgraded the language-learning software company to outperform, noting investor opportunity following severe weakness in the stock, which is down more than 70% off a peak hit in mid-2025. Fervo Energy (FRVO) jumps 13% on a Wall Street Journal report that the geothermal company has signed a deal to sell power to Alphabet’s Google. GoPro (GPRO) soars 76%, with the stock set to extend gains after rallying more than 46% Monday. Kroger (KR) slips 1% after Citi analyst Paul Lejuez cut his price target on the grocer to a Street-low $57 from $61, and adds a downside 30-day catalyst watch on the stock ahead of Kroger’s Sept. 11 earnings report. Medtronic (MDT) gains 4% after the medical device maker boosted its organic revenue forecast for the full year. Micron Technology (MU) dips about 2% after the Taipei-based Liberty Times reported that Micron will deliver its highest incentive pay plan to its Taiwan-based employees in response to a potential strike by its labor union. NIO ADRs (NIO) slip 1% after the carmaker reported vehicle deliveries for August that were largely flat from the previous month. Robinhood Markets (HOOD) rises 2% after Morgan Stanley raised its recommendation on the exchange to overweight on growth from prediction markets.

CHOOSE YOUR FIGHTER Warren Buffett vs Stanley Druckenmiller Buffett stepped down as Charman of Berkshire Hathaway $BRK.B today. Druckenmiller has never had a losing year in more than 30 years. Here are their full portfolios as of Q2 2026. BERKSHIRE HATHAWAY - Apple $AAPL: 22% - American Express $AXP: 17% - Google $GOOGL: about 12.6% across both share classes - Coca-Cola $KO: 11% - Bank of America $BAC: 9.2% - Chevron $CVX: 4.7% - Occidental $OXY: 4.3% - Chubb $CB: 3.9% - Moody's $MCO: 3.7% - Kraft Heinz $KHC: 2.6% - DaVita $DVA: 2.1% - Delta $DAL: 1.8% - SiriusXM $SIRI: 1.2% - VeriSign $VRSN: 0.8% - Kroger $KR: 0.7% - Liberty Live $LLYVA: about 0.6% across both share classes - Ally $ALLY: 0.4% - Lennar $LEN: 0.4% - New York Times $NYT: 0.4% - Capital One $COF: 0.2% - Louisiana-Pacific $LPX: 0.1% - Nucor $NUE: 0.1% - Macy's $M: 0.1% - NVR $NVR - Jefferies $JEF - D.R. Horton $DHI DUQUESNE FAMILY OFFICE - Natera $NTRA: 17% - Insmed $INSM: about 5.7% in shares and calls - Taiwan Semi $TSM: 5.4% - Brazil ETF $EWZ: about 5.1% in shares and calls - Amazon $AMZN: about 4.6% in shares and calls - STMicro $STM: 4.5% - S&P 500 Equal Weight $RSP: about 3.7% in calls and shares - Fox $FOXA: about 2.8% across both share classes - YPF $REPYY: 2.7% - CDW $CDW: about 2.7% in shares and calls - BBB Foods $TBBB: 2.3% - Google $GOOGL: 2.3% - Seagate blockstack:native: 2.3% - United Airlines $UAL: 2.1% - Sea $SE: 2.0% - NewAmsterdam Pharma $NAMS: 2.0% - Russell 2000 ETF $IWM: 1.9% in calls - Sandisk $SNDK: 1.5% - Revolution Medicines $RVMD: 1.4% - S&P 500 ETF: 1.3% in calls - Bitdeer: 1.2% - CRH: 1.1% - Delta: 1.1% - Tesla $TSLA: 1.0% in calls - Fluor: 1.0% - D.R. Horton: 0.9% - Coupang: 0.9% - AMD: 0.8% - Palo Alto Networks: 0.8% - Cleveland-Cliffs: 0.8% - Hut 8: 0.7% - Caris Life Sciences: 0.6% - Argentina ETF: 0.6% - Woodward: 0.5% - Meta: 0.5% in calls - Nuvation Bio: 0.5% - Protagonist Therapeutics: 0.5% - Roku: 0.5% - Cavco: 0.5% - ADMA Biologics: 0.4% - Hyperliquid Strategies: 0.4% - Rambus: 0.4% - Rhythm Pharmaceuticals: 0.4% - Champion Homes: 0.4% - Daktronics: 0.4% - PureCycle: 0.4% - Southern Copper: 0.4% - Linde: 0.4% - Entegris: 0.4% - Teva: 0.4% - Unity: 0.4% - Aeva: 0.4% - Riot Platforms: 0.4% - Qnity Electronics: 0.4% - Equinix: 0.4% - Lam Research: 0.4% - Definium Therapeutics: 0.3% - Belite Bio: 0.3% - 10x Genomics: 0.3% - Wabtec: 0.3% - Eli Lilly: 0.3% - Xenon Pharmaceuticals: 0.3% - Olema Pharmaceuticals: 0.2% - Repligen: 0.2% - Rocket Companies: 0.2% - Baidu: 0.2% - Arm: 0.2% - Carvana: 0.2% - Reddit: 0.2% - Alcoa: 0.2% - Thermo Fisher: 0.2% - Danaher: 0.2% - F5: 0.2% - Vista Energy: 0.2% - Skeena Resources: 0.2% - JBS: 0.1% - Monte Rosa Therapeutics: 0.1% - Relay Therapeutics: 0.1% - DBV Technologies: 0.1% - CCC Intelligent Solutions: 0.1% - UWM Holdings: 0.1% - Navitas Semiconductor: 0.1% - Solstice Advanced Materials: 0.1% - FTAI Aviation: 0.1% - Beam Therapeutics: 0.1% - Aurora Innovation: 0.1% - IREN: 0.1% - Grupo Financiero Galicia: 0.1% - Wave Life Sciences: under 0.1% Both own Google, Delta and D.R. Horton. Neither owns Nvidia $NVDA.

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🇪🇸 SPAIN vs BELGIUM 🇧🇪 All-Time Head-to-Head (22 matches) • Spain: 12 wins • Draws: 5 • Belgium: 5 wins 1921: Spain 2-0 Belgium 1923: Spain 0-1 Belgium 1949: Spain 1-1 Belgium 1951: Spain 3-3 Belgium 1953: Spain 3-1 Belgium 1957: Spain 5-0 Belgium 1962: Spain 1-1 Belgium 1963: Spain 1-2 Belgium 1968: Spain 1-1 Belgium 1969: Spain 1-2 Belgium 1980: Spain 1-2 Belgium 1981: Spain 2-0 Belgium 1986: Spain 3-0 Belgium 1986: Spain 4-5 Belgium (World Cup QF – Belgium won on pens) 1990: Spain 2-1 Belgium 1994: Spain 4-1 Belgium 1995: Spain 1-1 Belgium 2004: Spain 2-0 Belgium 2005: Spain 2-0 Belgium 2008: Spain 2-1 Belgium 2009: Spain 5-0 Belgium 2016: Spain 2-0 Belgium

More clues the labor market is firming up? Layoffs fell 61k last month (down two months in a row) and the layoff rate fell to 1.0% from 1.1%. This rate was 1.2-1.3% back in 2019 for reference.

How many tornadoes will the US record in 2026? 🌪️ The board is heavily concentrated at the top: 1,250+ — 89.1% 1,200–1,249 — 5.0% 1,100–1,149 — 4.5% 1,150–1,199 — 3.5%

World Currencies vs. the U.S. Dollar One-Year Change As of June 30, 2026: 🇨🇴 Colombian peso: +19.2% 🇮🇱 Israeli shekel: +13.2% 🇭🇺 Hungarian forint: +8.9% 🇿🇦 South African rand: +8.1% 🇲🇽 Mexican peso: +7.7% 🇨🇳 Chinese yuan: +5.6% 🇦🇺 Australian dollar: +5.2% 🇧🇷 Brazilian real: +5.2% 🇲🇾 Malaysian ringgit: +3.1% 🇳🇴 Norwegian krone: +1.8% 🇨🇱 Chilean peso: +1.0% 🇪🇬 Egyptian pound: +0.8% 🇭🇰 Hong Kong dollar: +0.1% 🇦🇪 UAE dirham: 0.0% 🇶🇦 Qatari riyal: 0.0% 🇸🇦 Saudi riyal: -0.2% 🇷🇺 Russian ruble: -0.4% 🇨🇿 Czech koruna: -1.1% 🇸🇬 Singapore dollar: -1.7% 🇨🇭 Swiss franc: -1.8% 🇹🇭 Thai baht: -2.3% 🇸🇪 Swedish krona: -2.4% 🇪🇺 Euro: -3.0% 🇩🇰 Danish krone: -3.1% 🇬🇧 Pound sterling: -3.4% 🇨🇦 Canadian dollar: -4.1% 🇵🇱 Polish złoty: -4.2% 🇳🇿 New Zealand dollar: -6.8% 🇹🇼 Taiwan dollar: -8.2% 🇵🇭 Philippine peso: -8.2% 🇮🇩 Indonesian rupiah: -9.3% 🇮🇳 Indian rupee: -9.4% 🇯🇵 Japanese yen: -11.3% 🇰🇷 South Korean won: -12.6% 🇹🇷 Turkish lira: -14.6% 🇦🇷 Argentine peso: -18.9% Source: Deutsche Bank, Bloomberg Finance LP.

Grok Voice Transcribe 2.0 is the new king 👑 • Artificial Analysis: #1# for accuracy among 32 streaming models, beating GPT Live, Gemini 3.5, Scribe v2, Muse, Nova-3, Azure and more On SpaceXAI’s real-world tests, lower error rate is better: • Telephony: 7.1% — #1# • Conversations: 3.3% — #1# • Short phrases across 19 languages: 6.8% — #1# It beat Gemini 3.5, ElevenLabs Scribe v2, Deepgram Nova-3, Whisper Large v3 and others across major tests. Twice as accurate as Grok Voice Transcribe 1.0 at the same price. An incredible leap by SpaceXAI. 🚀