Public Markets 8 Hours

Last updated: July 12, 2026, 2:30 PM ET

Emerging Markets and AI Dominance

Investors are moving away from dominant artificial intelligence stocks in emerging markets, a sector where three companies valued at $4.4 trillion of returns. Meanwhile, some options brokers are defying the automation and AI shift that increasingly shapes equity markets, leveraging niche expertise to thrive.

Geopolitical Tensions and Military Actions

The U.S. launched new on Iran in the battle over the Strait of Hormuz, with President Trump asserting the waterway remains open while Tehran insists it will stay closed. Separately, a Russian military intelligence unit operating from Tokyo needed for war, suggesting a complex geopolitical landscape.

Political Landscape and Leadership Changes

President Volodymyr Zelensky as the war turns in Ukraine’s favor, with Prime Minister Yuliia Svyrydenko set to step down amid a broader shake-up. In the U.S., tributes are pouring in for Senator Lindsey Graham following his death, with South Carolina law indicating his passing triggers a special Republican primary election on August 11 and the governor can appoint a replacement. President Trump mourned Graham as a "great politician" and "member of the family."

Box Office and Prediction Market Setbacks

Disney's live-action remake of "Moana", taking in approximately $43 million domestically over the weekend, about 30 percent below expectations. FIFA's prediction-market partner, ADI Predictstreet, is reportedly after users reported issues with a World Cup ticket giveaway. Americans using prediction markets to bet on the World Cup may face a compared to sportsbooks due to investment-focused tax breaks.