Well that was a nice reversal for the major US indices as they started on the low trapping the bears and gained strength as the day progresses. Result: Nice daily green candles all round. Volume is low though. Will we get a follow through day? Day 4-7 after a rally off the lows is when that usually happens. Go bulls go!

AI compute sector sentiment rebounds; First global HBF storage standard goes live | Daily News Recap
0804 | Dolphin Research Focus: 🐬 Macro/Sector 1)
Overnight, sentiment around AI compute turned higher overseas, with hardware across the chain rallying. Meta raised its Hyperion data center investment to $50bn and capacity target to 5GW.Amazon likewise lifted 2026 capex to $220bn. It expects the storage shortfall to extend into 2027/2028...


