$LNG LOI, AI Credit Risk and Dividend Upside: Markets Digest — Aug. 6, 2026

$LNG $XOM — ExxonMobil’s LOI for Rovuma LNG and Morgan Stanley’s warning on AI data-center credit spreads topped today’s headlines, joined by a surprise dividend boost from Millicom and fresh legal notices for several cleantech and biotech names. Across sectors the day’s flow points to two clear themes: capital-intensive infra (energy + data centers) under stress and accelerating AI strategy alignment among software and retail operators.