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Citrini Analyst says JPM's supply chain survey indicates that Google (GOOGL) is developing an SRAM-based compute engine in collaboration with Marvell (MRVL) (a concept similar to NVIDIA's Groq LPU), and this is expected to negatively impact MediaTek's TAM

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Pakistani sources say Pakistan PM Sharif and Army Chief Munir will visit Saudi Arabia tomorrow, Al Hadath reports

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)