Brazil’s coffee harvest has continued to lag, with overall completion by mid-August running below both last year and the five-year average; arabica harvest progress is at 86%, well behind 95% a year earlier. Rainfall in Minas Gerais, the main producing state, has been just 11% of the historical average, adding to supply concerns. Arabica and robusta coffee futures have climbed sharply on the tighter supply backdrop.

Paul Pelosi, husband of former House Speaker Nancy Pelosi, bought Bloom Energy shares and long-dated call options in late July, with a combined disclosed value of up to approximately $12 million. The disclosure shows purchases on July 24 and July 28, including call option contracts with a $100 strike price expiring in mid2027. Bloom Energy shares were last priced at $192, up 290% over the past year.

U.S. stocks were mixed, with the Dow Jones Industrial Average higher while other major indexes fell. The moves followed tough comments from President Trump about Canada, fueling worries over U.S.-Canada trade ties. Technology shares came under pressure, with Micron Technology and Nvidia posting sharp declines.

U.S. stocks were mixed, with the S&P 500 down 0.43%, the Nasdaq 100 off 1.41%, and the Dow up 0.19%. Weakness in chipmakers and AI infrastructure shares pressured the broader market. Sentiment also weakened after U.S.-Canada trade talks broke down and the U.S. imposed a 50% tariff on about $20 billion of Canadian goods. Crude oil fell more than 2%, helping pull inflation expectations and bond yields lower, with the 10-year Treasury yield easing to 4.71%.

Intel shares have risen about 140% in 2026. Wedbush analyst Matt Bryson said the price of Intel’s Arc Pro B70 workstation GPU has increased by as much as 48% across markets in roughly one month. Intel reported second-quarter revenue of $16.13 billion, up 25.4% year over year, with EPS of $0.42. Data Center and AI revenue jumped 59% to $6.26 billion, while Intel Foundry revenue rose 31% to $5.77 billion.

Global gold ETFs posted net inflows for a fifth consecutive week, with $6.38 billion added over the week, including $4.37 billion into the U.S. and $1.07 billion into the UK. Gold has rallied recently, up nearly 15% over the past month and 6% over the past week, trading at $4,676 an ounce. Year-to-date net inflows into gold ETFs have reached $2.6 billion.

California Attorney General Rob Bonta called off settlement talks involving Paramount and Warner Bros. Discovery, accusing the company of “playing games.” Bonta and a dozen other attorneys general have already filed an antitrust lawsuit seeking to block the merger. If the deal is derailed, it could trigger divestitures of Warner Bros. assets and rack up more than $1 billion in “tickingclock” fees ahead of a March trial.

Amazon is facing a class-action lawsuit alleging its Twitch platform used streamers’ videos to train AI models without permission or proper compensation. Filed by a Connecticut-based streamer, the complaint is brought on behalf of millions of creators seeking damages. It also asks the court to bar Amazon from continuing the alleged practice. Amazon bought Twitch for nearly $1bn (£740m) in 2014 and has made AI a major focus as it competes with Google, Meta and other tech companies.