Tuesday, August 4, 2026GraphArchiveSubscribeDaily · No. 55

The Probable Times

What the world’s prediction markets expect — read as news

Apple Concedes the Crown, Bets Shift to Bronze

Traders now favor Apple for third place by August's end while abandoning hopes of the top spot; Alphabet climbs into second as Nvidia's lead looks untouched.

Markets restaged the corporate hierarchy today: Apple's odds of reclaiming the world's largest company by market cap by August 31 collapsed to 10%, down 8 points on the day and 39 over the week, while traders instead crowned it a lock for third place at 54% (+23 points/24h, +48/7d). Alphabet, meanwhile, edged into second-place favorite at 47% (+12/+37), leaving Nvidia's 78% claim on the top spot largely undisturbed. Off Wall Street, "Spider-Man: Brand New Day" swung past $900 million in domestic gross expectations, now priced at 73% (+33/+59) with three weeks still on the clock. And in Gaza diplomacy, Hamas disarmament by year's end held at 51% even after a 10-point daily pullback, still up 34 points on the week. Google's next Gemini Pro model, meanwhile, jumped to 72% (+33 points) for an August 10 release.

Today’s biggest movesprobability shifts, volume-weighted
Culture

Will the total domestic gross for Spider-Man: Brand New Day be at least 900m by August 31?

14%→ 73% 7d
$67,699 traded · 24h
Economy & Crypto

Will Apple be the third-largest company in the world by market cap on August 31?

6%→ 54% 7d
$7,473 traded · 24h
Economy & Crypto

Will Apple be the largest company in the world by market cap on August 31?

48%→ 9.5% 7d
$17,503 traded · 24h
Geopolitics

Will Hamas agree to disarm by December 31?

17%→ 51% 7d
$39,307 traded · 24h
Economy & Crypto

Will Alphabet be the second-largest company in the world by market cap on August 31?

10%→ 47% 7d
$15,143 traded · 24h
Science & Tech

Will the next Google Gemini Pro model be released on August 10, 2026?

39%→ 72% 24h
$13,856 traded · 24h
Politics & Elections

Will Haley Stevens win the 2026 Michigan Democratic Primary?

30%→ 1.7% 7d
$34,514 traded · 24h
Geopolitics

US x Iran diplomatic meeting by August 7, 2026?

26%→ 3.9% 7d
$56,255 traded · 24h

Geopolitics

Hamas disarmament by December 31 sits at 51%, a 10-point daily retreat that leaves the seven-day gain (+34) largely intact — traders still price eventual compliance, just not on anyone's rushed timeline. Elsewhere, Elon Musk vaulted to 48% (+37) as Trump's most likely August meeting partner, eclipsing Zelenskyy (10%) and Netanyahu (3%). North Korea watchers converged on a single missile test this month at 44% (+22). US-Iran talks keep sliding toward September 30 (64%) as earlier dates fade with the calendar.

Elon Musk48%▲ 37 24hVolodymyr Zelenskyy10%▼ 4 24hBenjamin Netanyahu3.4%▼ 4 24hVladimir Putin2%▼ 2 24h
December 31, 202651%▼ 10 24h
144%▲ 22 24h3+9.5%▼ 16 24h<19.5%▼ 12 24h234%▲ 10 24h
August 73.9%▼ 7 24hAugust 1517%▼ 12 24hSeptember 3064%▼ 9 24hAugust 3140%▼ 8 24h
December 3137%▼ 3 24hSeptember 3029%▼ 12 7dAugust 3124%▲ 1 24hAugust 1514%▲ 3 24h
August 428%▲ 16 24hAugust 914%▼ 8 24hAugust 2918%▲ 4 24hAugust 1314%▼ 4 24h

Politics & Elections

Sweden's Magdalena Andersson strengthened her hold on the premiership, now 89% (+8/24h, +10/7d) as Kristersson faded to 9%. In Clacton, Count Binface's second-place bid firmed to 96% (+4/+18). Washington's Clarity Act continues to lose ground, down to 26% (-3/-10) for passage this year. South Carolina's Republican Senate primary remains a Nordone-led race at 64%. Michigan's and Kansas's primaries resolved as their deadlines arrived, with El-Sayed and Holscher confirmed at 98% and 90%.

Haley Stevens1.7%▼ 1 24hAbdul El-Sayed98%▲ 27 7d
Count Binface96%▲ 4 24hWilliam Clouston1.8%▼ 7 7dLaurence Fox2.3%▼ 2 24h
Ethan Corson9.3%▲ 2 24hCindy Holscher90%▼ 3 24h
Clarity Act (H.R.3633) signed into law in 2026?26%▼ 3 24h
Magdalena Andersson89%▲ 8 24hUlf Kristersson9%▼ 8 24hJimmie Åkesson2.1%▼ 1 7d
Russell Fry17%▲ 13 7dDarline Graham Nordone64%▲ 2 24hRalph Norman18%▲ 3 24h

Economy & Crypto

The corporate leaderboard reshuffled hard: Apple's shot at largest-company status by August 31 sank to 10% (-8/-39) even as its case for third place strengthened to 54% (+23/+48). Alphabet overtook the second-place conversation at 47% (+12/+37), while Nvidia's 78% grip on first looks secure. Inflation traders nudged toward a 3.3% July print (36%, +5/24h) over 3.4% (42%). The Fed-cut outlook barely moved — 89% odds of zero cuts in 2026, the year's consensus holding firm.

Apple54%▲ 23 24hAlphabet40%▼ 18 24hNVIDIA5.2%▼ 1 24hMicrosoft3%▲ 1 24h
Apple9.5%▼ 8 24hNVIDIA78%▲ 3 24hAlphabet11%▲ 3 24h
Alphabet47%▲ 12 24hNVIDIA15%▼ 28 7dApple38%▼ 15 24hCompany A50%
Apple20%▼ 4 24hAlphabet18%▲ 2 24hNVIDIA56%▲ 1 24hSpaceX1.8%▲ 1 7d
3.3%36%▲ 5 24h3.5%18%▼ 4 24h3.4%42%▲ 7 7d≤3.1%2.4%▼ 3 7d
0 (0 bps)89%▲ 3 7d1 (25 bps)7.5%▲ 1 24h2 (50 bps)2.5%

Science & Tech

Google's next Gemini Pro model rocketed to 72% (+33) for an August 10 debut, pulling probability away from the 11th, 12th and 13th alike. GPT-6's own release odds held near 62% for a September 30 window. Anthropic remains the trader consensus for best model both by month's end (94%) and year's end (70%, +7/7d), with Google a distant second in both frames.

August 1072%▲ 33 24hAugust 118.1%▼ 25 24hAugust 127.6%▼ 18 24hAugust 137%▼ 5 24h
August 1490%▲ 18 24hAugust 2194%▲ 14 24hAugust 3196%▲ 7 24hAugust 73.8%▼ 4 24h
GPT-6 released by…? $36,824 · 24h
September 30, 202662%▼ 3 24hAugust 14, 20262.1%▼ 11 7dAugust 21, 20268.5%▼ 1 24hAugust 31, 202620%▼ 2 24h
DeepSeek4.5%▲ 4 24hAnthropic70%▲ 7 7dGoogle8%▲ 2 24hxAI3.9%
Anthropic94%▼ 1 24hGoogle4.2%▲ 1 24hOpenAI2.3%▼ 1 7d
New pandemic in 2026? $24,277 · 24h
New pandemic in 2026?6.5%▼ 2 7d

Sports

The WSOP Main Event field tightened into a real contest, with Rami Hammoud (30%, +16), Lauri Saaskilahti (26%, +20) and Han Feng (21%, +15) all surging together. Real Madrid firmed as Vinicius Junior's likeliest transfer destination at 72% (+6/+2), squeezing Arsenal down to 25%. Harry Kane's Ballon d'Or favoritism held at 53% (+7/7d), while the Dodgers' World Series odds ticked up to 38% (+6/7d).

WSOP Main Event Winner $101,204 · 24h
Lauri Saaskilahti26%▲ 20 24hHan Feng21%▲ 15 24hRami Hammoud30%▲ 16 24hMario Boos17%▲ 9 24h
Arsenal25%▼ 7 24hReal Madrid72%▲ 6 24hManchester City1.6%▼ 1 7d
GEN12%▼ 6 24hT114%▼ 6 24hTLAW4.7%▲ 4 24hDCG4.5%▲ 4 24h
Ballon d'Or Winner 2026 $630,299 · 24h
Harry Kane53%▲ 7 7dRodri6.5%▼ 2 24hKhvicha Kvaratskhelia3.1%▲ 2 7dKylian Mbappé8.9%▼ 1 7d
Los Angeles Dodgers38%▲ 6 7dBoston Red Sox7%▲ 3 7dSeattle Mariners3.5%▼ 2 7dPhiladelphia Phillies4%▼ 2 7d
Kansas City Chiefs8.6%▲ 2 24hPhiladelphia Eagles4.5%Jacksonville Jaguars2.9%Detroit Lions4.2%

Culture

"Spider-Man: Brand New Day" traders turned decisively bullish on a $900 million-plus domestic haul, pricing it at 73% (+33/24h, +59/7d) as the $800-900 million band collapsed to 24%. The film's status as 2026's highest grosser overall firmed to 91% (+10/7d). Emmy bettors split on "Hacks": the 4-5 win band jumped to 40% (+13) while 2-3 wins slipped to 43% (-10).

900m+73%▲ 33 24h800 - 900m24%▼ 33 24h700 - 800m5%▼ 42 7d
4-540%▲ 13 24h2-343%▼ 10 24h0-13.8%▼ 4 24h
Spider-Man: Brand New Day91%▲ 10 7dAvengers: Doomsday7.5%▼ 6 7d

Apple's coronation is off; traders have pivoted from crown to bronze medal.

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