Nexus REIT units are trading at a 40% discount to net asset value and offer an 8.1% monthly distribution yield. Second-quarter net operating income rose 6.2% year over year to $34.1 million. Portfolio occupancy increased to 97%. The REIT holds 87 properties totaling 12.3 million square feet of gross leasable area, with a 6.7-year weighted average lease term and in-place rents that are 14.9% below market levels.

Domino’s Pizza Enterprises (ASX:DMP) reported FY26 revenue of A$2.046 billion, down 11.2% year on year, and a statutory net loss of A$134.2 million. The company said the loss was driven mainly by non-cash impairments tied to its France and Taiwan operations. Underlying net profit rose 4.0% to A$121.6 million, while underlying EBITDA fell 6.1% to A$325.4 million. It declared a final dividend of 32.5 Australian cents per share, with the full-year dividend down 25.3%.

Bloom Energy raised the midpoint of its 2026 revenue outlook to $4.05 billion, 26.6% above where management started the year. Second-quarter revenue topped $1.0 billion for the first time, up 165.5% year over year, prompting a second increase to full-year guidance of $3.9bn—$4.2bn. Oracle has contracted 1.2 GW under an agreement supporting up to 2.8 GW, exceeding the 1 GW Fremont capacity the company disclosed earlier this year as it expands toward 2 GW.

U.S. federal debt has surpassed $40 trillion, with annual interest costs of about $1 trillion—around 20% of federal tax revenue—fueling concerns about the sustainability of government borrowing. Investors have increasingly shifted toward alternative assets, with gold up more than 14% over the past month and bitcoin breaking $80,000, while the S&P 500 has gained just over 3.5% in the same period. The Treasury has said it will at least double the size of its debt buybacks to $4 billion.

Global benchmark Brent crude fell as much as 6% intraday as markets reassessed the Iran conflict, shifting from fears of military escalation to expectations of economic pressure, which quickly reduced the geopolitical risk premium. Canada then announced retaliatory tariffs of 15% to 50% on about $20 billion of U.S. goods. The trade escalation intensified concerns about slowing growth, further weakening the oil demand outlook.

A major short squeeze swept the crypto market, liquidating more than $2.7 billion in short positions over 24 hours, including over $1 billion in Bitcoin shorts. The forced buying pushed Bitcoin above $71,000. Crypto-linked equities rose in tandem, with Strategy (MSTR) shares gaining 7.8% on Aug. 20 and 6.1% on Aug. 21.

SpaceX reported second-quarter revenue of $7.81 billion, up 92% year over year and ahead of consensus, while its net loss narrowed to $541 million and adjusted EBITDA was $3.5 billion. Connectivity revenue rose 66% to $4.3 billion, with Starlink subscribers reaching 12 million even as average revenue per user fell to $66 from $85 a year earlier. Capital expenditures totaled $18.37 billion, largely tied to AI, and analysts are modeling full-year spending above $45 billion.

Nvidia is set to report fiscal 2027 second-quarter results on Aug. 26. The company has guided for $91 billion in revenue, below Wall Street’s consensus estimate of $92.18 billion. Meeting that consensus would imply roughly 97% year-over-year growth. Last quarter, Nvidia reported $81.62 billion in revenue, beating expectations by $2.8 billion, yet the stock fell nearly 5% in the following week.