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Monday, August 3, 2026

Trump says US blockade to remain until Iran deal or ‘total surrender’

 

US President Donald Trump said Monday the United States would maintain its naval blockade of Iran until “a deal or total surrender is accomplished.”

In a post on Truth Social, Trump said the US Navy completely controlled the Strait of Hormuz and that nothing would reach Iran unless Washington allowed it.

He also said talks with Tehran had begun, with more scheduled in the immediate future, despite Iran’s public denial that discussions with the United States were taking place.

https://www.iranintl.com/en/202608034113

IDF kills 'terrorist' who took part in October 7 attack

 The Israeli Defense Forces (IDF) on Monday eliminated Mahmoud Fatair, commander of the Central Camps Brigade of the Popular Front for the Liberation of Palestine (PFLP), who took part in the October 7 attack.

"The terrorist infiltrated the territory of the State of Israel on October 7 and took part in holding Rom Braslavsky captive by the PFLP," the military wrote on X. "In recent times, the terrorist attempted to advance terror plots against IDF forces and civilians of the State of Israel and was eliminated to remove the threat," the IDF stated.

https://breakingthenews.net/Article/IDF-kills-'terrorist'-who-took-part-in-October-7-attack/66838687

'Zakharova: NATO, EU part of terrorist activities'

 Russian Foreign Ministry spokesperson Maria Zakharova said on Monday that the North Atlantic Treaty Organization (NATO) and the European Union "have become part of international terrorist activities."

"A terrorist gang that has taken over Ukraine's government apparatus is operating in the heart of Europe," Zakharova shared on Telegram.

Her remarks came after local authorities said that at least six people were killed and 40 were wounded in a Ukrainian attack on the village of Arkhipo-Osipovka in the Krasnodar region in southern Russia.

https://breakingthenews.net/Article/Zakharova:-NATO-EU-part-of-terrorist-activities/66839081

'CNBC: Kalshi traders think July jobs report will come in slightly cooler than economist views'

 The Bureau of Labor Statistics is set to release the employment picture for July on Friday, and economists are expecting a gain of 85,000 jobs in the month, according to Dow Jones consensus estimates. 

However, traders on prediction market platform Kalshi think those figures may come in lower. 

Speculators place just a 47% chance that employers added more than 80,000 jobs in July, but they also give a 60% chance that they added more than 70,000 jobs in the month. 

The contracts on the platform ask traders what the jobs number will be for July, asking if the official figure will be above a series of numbers. Contracts are resolved using the official data from the Bureau of Labor Statistics.

A beat compared with consensus estimates isn’t out of the question, even if not likely: traders place a 41% chance employers added 90,000 jobs in July, and just over a one-in-three chance that the number will come in at six figures. 

However, traders also think there’s a one-in-three chance the number will come in below 60,000. 

Last month, Kalshi traders placed a 63% chance that employers added more than 125,000 jobs in June, above consensus estimates for 115,000. However, the official figure came in much lower, at just 57,000 jobs added.

Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment.

https://www.cnbc.com/2026/08/03/kalshi-traders-think-july-jobs-will-come-in-cooler-than-estimates.html

Alignment Healthcare boasts 32% revenue jump in Q2, lifts 2026 outlook

 Alignment Healthcare delivered a strong second quarter, in what CEO John Kao said was supported by the deployment of its new artificial intelligence-powered stratification model.

“This advancement improved our ability to predict which members are going to be hospitalized,” Kao said. “Our model now accurately and dynamically predicts the 10% of members who will account for nearly 70% of hospital admissions over the next 30 days.” 

Kao said the on the company’s Thursday earnings call it plans to “reinvest a portion” of savings to areas that produce “tangible, measurable returns,” including market expansions, branding and “deepening AI capabilities.”

“Beyond its potential to unlock efficiencies in our cost structure, AI represents a meaningful opportunity to further enhance our care model and support providers,” Kao said. “Most importantly, our approach to AI is grounded in decades of clinical expertise and reinforces our commitment to high-quality care. This is further supported by a governance framework to ensure responsible use, human accountability, and equitable treatment of our members.” 

Alignment posted $1.34 billion in revenue for Q2 2026, up 31.6% year-over-year, according to financial results published Thursday afternoon. It beat Wall Street analysts’ estimates by 1.97%, according to Zacks Investment Research. It also reported $182.9 million in adjusted gross profit, up 35.3% from the year prior. 

Moreover, health plan membership at the end of Q2 was approximately 294,100 members, up 31.5% year-over-year.

CFO Jim Head reaffirmed the planned investments, adding that the company also expects to invest further in its virtual care Care Anywhere model.

Head said Alignment is boosting its 2026 forecast—projecting to reach between 298,000 and 301,000 members and revenue to be in the range of $5.2 billion to $5.23 billion. 

“In closing, we are very pleased with our performance throughout the first half of the year, which reflects our continued disciplined focus on our care model and our members, and consistent execution against our operating plans,” Head said. “The progress we are making on the transformational progress we have discussed today further strengthens our competitive advantages long term.” 

William Blair analysts said the company delivered “solid” Q2 results, though noted the performance was “largely as expected” given results from MA peers and management’s confidence at an early June investor conference.

“Still, Alignment continues to showcase its differentiated model that we believe is humming on all cylinders—balancing strong growth with medical cost management, investments in care delivery and the member experience, and operating expense discipline,” Ryan Daniels, group head of healthcare technology and services at William Blair, wrote in an analyst note. “In turn, we remain confident in the setup for nearly 30% health plan membership growth and solid profit growth in 2026.”

https://www.fiercehealthcare.com/payers/alignment-boasts-316-revenue-increase-q2-boosts-2026-outlook

Raymond James upgrades Alnylam to Strong Buy from Outperform

 Raymond James upgrades Alnylam to Strong Buy from Outperform, citing valuation and reiterating its $420 price target.

https://finviz.com/stock?t=ALNY&p=d

B. Riley raises Anika Therapeutics price target to $21 from $18, reiterates Buy

 

B. Riley raises Anika Therapeutics price target to $21 from $18, reiterates Buy after stronger-than-expected Q2 and higher 2026 outlook

  • B. Riley cites improved margins, commercial growth and structural cost improvements as key drivers behind its updated ANIK valuation.