the daily brief

• Iran's Foreign Ministry said it is in talks with Oman to open a "temporary" safe corridor for shipping through the Strait of Hormuz; Trump projected the strait could fully reopen within days, though Iran has given no sign it's ready to lift the blockade in full — cnn
• Trump called Iran's leadership "unbelievably duplicitous" after Tehran denied that talks had resumed — cnn
• Ukraine struck drone bases, warehouses and communications hubs in Crimea and inside Russia, destroying at least 17% of Wildberries' warehouse space there; a Russian strike on a gas station near Kryvyi Rih killed three people, including a child, and set food warehouses ablaze in Dnipro — rbc-ukraine
• Russia is shifting toward ballistic missiles and jet-powered Shahed drones in its strikes, while Ukraine's new Magura drone hit Russian ground targets in Crimea for the first time — rbc-ukraine
• Russian battlefield losses are running near 40,000 a month, fueling speculation Putin may order a new mobilization, as Russian forces push to seize the remainder of the Donetsk region — rbc-ukraine
• The mayor of Ankara's Etimesgut district, Erdal Beşikçioğlu, was arrested on August 3 pending trial as part of a corruption probe — ekonomi dünya

• Anthropic expanded its partnership with Google and Broadcom to secure multiple gigawatts of next-generation compute to keep pace with demand growth — anthropic
• Anthropic's run-rate revenue has surpassed $30 billion, up from roughly $9 billion at the end of 2025 — anthropic
• The number of Anthropic business customers spending over $1 million a year has doubled in under two months, now topping 1,000 — anthropic

• The Dow closed at a record high Monday, up 1.32% to 53,178.41; the S&P 500 gained 1.48% to 7,600.50 and the Nasdaq rose 2.1% to 25,913.9 — bloomberg
• The rally was led by big tech: Meta +6%, Alphabet +4.4–4.9%, Nvidia +2.9% and Tesla +3.5% — bloomberg
• Palantir shares jumped almost 14% after revenue surged 93% — bloomberg
• Amazon shares hit a record, pushing the company's market value into the $3 trillion range — bloomberg
• SpaceX releases its first-ever earnings report today; analysts remain broadly bullish, with attention on Starship's progress — ts2
• Asian markets failed to follow Wall Street's tech-led rally, with volatility in South Korea's Kospi underscoring lingering concern over the AI trade — ts2
• A closely watched US employment index climbed to 52.8, its highest since August 2022 and its first reading in expansion territory in 33 months — ts2

• A combination of El Niño, unusually warm oceans and shifting jet-stream patterns is driving soaring temperatures across the US, Europe and Asia — climate and economy
• Marine heatwaves are growing more intense and prolonged as sea-surface temperatures rise at an unprecedented rate, damaging ecosystems, coastal livelihoods and the ocean's capacity to absorb carbon — sciencedaily
• Climate change is projected to cause roughly 250,000 additional deaths a year between 2030 and 2050 from malnutrition, malaria, diarrhoea and heat stress alone — sciencedaily
• Rising heat and drought may be spurring bacteria to exchange antibiotic-resistance genes more readily, researchers warn — sciencedaily
• Türkiye is bracing for an intense spell of summer heat through the first week of August — ekonomi dünya
• Istanbul Airport handled a record 289,260 passengers on August 1, its highest single-day traffic in Europe — ekonomi dünya

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