Dow Jones Top Markets Headlines at 5 AM ET: U.S. Futures Higher, Oil Holds Around $80 on Hopes for Imminent Hormuz Reopening | Iran ...

U.S. Futures Higher, Oil Holds Around $80 on Hopes for Imminent Hormuz Reopening

A rally across global stock markets continued, with sentiment boosted by the prospect of a U.S.-Iran agreement to reopen the Strait of Hormuz.

----

Iran Is Staking Everything on Controlling the Strait of Hormuz

Tehran's hard-line approach in its showdown with President Trump threatens to destroy its economy and its ties with neighbors.

----

Inflation Problem Isn't Only About Energy, Fed's Schmid Says

Kansas City Fed President Jeff Schmid said Tuesday that the Federal Reserve's inflation problem isn't only about energy, and bringing inflation down to the Fed's 2% objective will require tighter policy.

----

India's Central Bank Holds Rates as Iran Crisis Keeps Risks High

India's central bank held rates steady again on Wednesday as it continues to assess the economic fallout of the Middle East conflict.

----

White House AI Guidelines Exempt U.S. Open Models From Government Review

The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.

----

Think Tech Is Spending Too Much? There's Trillions More to Come.

Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.

----

Even Big Profits Aren't Enough to Keep Chip Investors Happy

The semiconductor index fell into a bear market despite "unprecedented" profit increases.

----

Traders are using options to chase a runaway rebound in stocks, pushing the market even higher

Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try to keep up.

----

Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.

U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback, according to Ned Davis Research.

----

Stocks return to record highs. Investors who sat tight during the recent momentum crash are being rewarded.

The S&P 500 booked its 25th record close of 2026, after a 42-day break.

----

So what's the plan to bring down inflation? The new Fed chair and his White House allies say you shouldn't ask.

Critics say Kevin Warsh's determination to cool prices gains isn't sufficient.

----

U.S. Trade Deficit Contracted in June

U.S. imports totaled $388 billion in June, down 1.8% from May, while exports were $314.7 billion, down 0.9% from May. That yielded a trade deficit of $73.3 billion versus $77.6 billion in May.

----

Only the Bank of Japan Can Arrest the Yen's Decline

Higher interest rates are needed to address a growing yield gap with the U.S.

(END) Dow Jones Newswires

August 05, 2026 05:00 ET (09:00 GMT)