Trendly digest — 2026-08-04

Excerpt from Bloomberg: “President Donald Trump says his latest offer of talks is a "last chance" for Iran. Tehran denied negotiations with Washington but say talks with Oman to get more ships moving through the Strait of Hormuz is progressing well. William Roebuck, Executive Vice President of the Arab…”

Excerpt from Bloomberg: “Oracle Corp. and Stellantis NV are among a group of high-grade companies with debt that has recently traded close to junk levels, putting the bond market on watch for a new era of fallen angels.”

Excerpt from Bloomberg: “Emerging-market stocks and currencies stayed under pressure as the lack of progress on US-Iran talks lifted oil prices back above $86 a barrel.”

Excerpt from Bloomberg: “Siri’s pre-installed status could also make it one of the world’s most widely used AI assistants almost overnight.”

Excerpt from TheStreet: “It's 40% more energy efficient than most models of its kind.”

Excerpt from TheStreet: “Applied Materials, Lam Research and KLA could gain as AI spending drives new chip-factory equipment orders.”

Excerpt from Bloomberg: “Spotify Technology SA shares fell in premarket trading after the world’s largest music streaming service gave disappointing forecasts for active users and operating income in the third quarter.”

Excerpt from Bloomberg: “An artificial-intelligence startup founded by two former Nubank executives is launching a financial-advisory service in Brazil, encouraged by consumers’ rapid adoption of innovations such as the Pix instant-payment system and digital banking.”

Excerpt from Bloomberg: “The fight between the progressive and centrist wings of the Democratic party reaches its most consequential front of the 2026 midterm primary cycle with Michigan voters set to catapult either Abdul El-Sayed or Haley Stevens to a general election that could decide the balance of…”

Excerpt from Bloomberg: “The prime minister’s biggest risk right now is from some of his own supporters.”

Excerpt from Bloomberg: “At least five people were killed and 10 injured at an industrial zone south of Moscow during a Ukrainian drone strike, according to the regional governor.”

Excerpt from Bloomberg: “US President Donald Trump is pushing Iran to reach a deal with Oman on the Strait of Hormuz as soon as Tuesday, or face devastating air strikes. There’s little sign of progress in talks between Oman and Iran as Tehran continues to take a hard line on the waterway. Bloomberg's…”

Excerpt from Bloomberg: “Power utilities across the US are already strained from AI data centers. But they’re increasingly facing an even bigger threat: that developers will be forced to walk away from projects, leaving households on the hook for massive infrastructure bills.”

Excerpt from Bloomberg: “"We have not changed our conviction in the overall AI thesis," BlackRock Global Chief Investment Strategist Wei Li tells Bloomberg Television. She adds that risks of commoditization and capital capacity have risen in recent weeks. "We're not adding to our conviction, but we're…”

Excerpt from Bloomberg: “Africa-focused fintech PalmPay Ltd., valued at more than $1 billion in an ongoing funding round, is preparing for a potential Hong Kong initial public offering, according to people with knowledge of the matter.”

Excerpt from Bloomberg: “US President Donald Trump is pushing Iran to reach a deal with Oman on the Strait of Hormuz as soon as Tuesday, or face devastating air strikes.”

Excerpt from TheStreet: “"This is so soft, warm, and not heavy on the body," one shopper said.”

Excerpt from Bloomberg: “European bonds are emerging as a safer choice for fund managers as they try to navigate an increasingly fraught global backdrop.”

Excerpt from Bloomberg: “The Philippines wants to impose higher taxes on products that cause health problems, including soft drinks, e-cigarettes and alcohol, to more than offset losses from President Ferdinand Marcos Jr.’s pro-consumer measures.”

Excerpt from TheStreet: “It's a great organizer for small spaces.”

Excerpt from TheStreet: “Shoppers are impressed with the device's fast speed and capabilities.”

Excerpt from TheStreet: “I have covered the energy market's evolution through the Iran-Iraq War, from Chevron CEO Mike Wirth's early warnings about depleting buffers to Shell's CEO describing the diesel and gasoline squeeze that emerged as refineries pivoted to jet fuel.  On July 31, ExxonMobil…”

Excerpt from TheStreet: “Since OpenAI started the current artificial intelligence race with its release of ChatGPT 3.5 in November 2022, hundreds of billions of dollars have been committed to building out the infrastructure needed for AI to become as ubiquitous as the tech industry believes it will be…”

Excerpt from Bloomberg: “US stocks hovered near a record as investors turned their focus to corporate earnings after weeks of choppy trading spurred by concerns over tech valuations and the conflict in the Middle East.”

Excerpt from Bloomberg: “Oil rose after its biggest drop in a week, as US President Donald Trump threatened fresh air strikes against Iran and stressed that his latest offer of talks is Tehran’s “last chance” as he demanded a full reopening of the Strait of Hormuz.”

Excerpt from Bloomberg: “Palantir Technologies Inc. shares rose in premarket trading after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as “otherworldly.””

Excerpt from Bloomberg: “Russia is weighing support for retailers after Ukrainian strikes caused billions of dollars of estimated losses at warehouses owned by Wildberries, the country’s answer to Amazon.”

Excerpt from GitHub: “TencentDB Agent Memory is a team-level memory hub for AI Agents — turning conversations, docs, and code into four reusable memory assets (Chat Memory, Skill, LLM-Wiki, Code-Graph) that are governed, shared, and equipped across agents and frameworks.”

Excerpt from GitHub: “Reverse Engineering / Authorized Penetration Testing / Security Research Skill Router Pack AI-powered routing + On-demand toolchain bootstrapping + Self-evolving knowledge base Supports Claude Code, Kiro, Cursor, Cline, and other AI coding clients 逆向/渗透/安全技能路由包 - AI 自动路由 +…”

Excerpt from GitHub: “Fast Rust library for PDF inspection, classification, and text extraction. Intelligently detects scanned vs text-based PDFs to enable smart routing decisions.”

Excerpt from GitHub: “ADR secures enterprise AI agents through observability, security benchmarking, and threat detection. Deployed at Uber.”

Excerpt from GitHub: “An agentic skills framework & software development methodology that works.”

Excerpt from GitHub: “21 Lessons, Get Started Building with Generative AI”

Excerpt from GitHub: “Fast, easy and reliable testing for anything that runs in a browser.”

Excerpt from GitHub: “AirLLM 70B inference with single 4GB GPU”

Excerpt from GitHub: “A bundler for javascript and friends. Packs many modules into a few bundled assets. Code Splitting allows for loading parts of the application on demand. Through "loaders", modules can be CommonJs, AMD, ES6 modules, CSS, Images, JSON, Coffeescript, LESS, ... and your custom…”

Excerpt from GitHub: “Fast C++ logging library.”