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8/4
15:52
A group of Ethereum researchers, including Ethereum Foundation's Justin Drake, has published a draft Ethereum Improvement Proposal (EIP-8361) that introduces a "tapered issuance burn." This mechanism would gradually deduct and permanently destroy a rising portion of validators' rewards as the network's overall staking ratio climbs, with the burn fraction reaching 100% when approximately 50% of all ETH is staked. The proposal aims to prevent overconcentration of stake with large providers and address risks to network security and decentralization. However, it has drawn criticism from some community members, including Aave Labs CEO Stani Kulechov, who argue it could harm Ethereum's long-term economic security and DeFi ecosystem. Others, like Grayscale Head of Research Zach Pandl, view the potential reduction in ETH inflation positively for its price.
15:42
The initial phase allows users to claim unique Cloudflare Wallet handles. Funding and payment features will be available later. These wallets are designed to facilitate AI agents' payments for APIs, data, and online content using stablecoins, supporting micropayments through Coinbase-developed x402 protocol. Cloudflare has also partnered with Visa, Mastercard, and American Express on standards to help merchants identify trusted AI agents.
15:10
Wells Fargo & Co. states that the substantial AI spending by big tech companies is “trickling down to the broader economy,” a trend it believes is set to boost industrial stocks.
14:59
Last month, Iranian Islamic Revolutionary Guard Corps (IRGC) spokesperson Hossein Mohbi stated that Iran's missile production speed increased during the ceasefire, and missile accuracy improved through practical combat experience. Iran's acting Minister of Defense, Majid Ebn-Reza, also said that missile and drone production "did not stop for a single day," and drone production had reached three times pre-war levels, though he did not provide specific figures. The Iranian military claims to have used the ceasefire to introduce existing equipment, import new equipment, and repair damaged systems or manufacture new ones.
14:40
Despite the S&P 500 index returning to record territory on Tuesday after a two-month hiatus, some popular valuation metrics are indicating that the large-cap index looks like a bargain. Wall Street continues to insist the S&P 500 is a good value following July's selloff, though investors are advised to approach these suggestions with caution.
14:27
Analysts suggest the uptick in settlement activity is driven by upcoming October elections, as hard-right factions seek to solidify their hold on the occupied West Bank. The United Nations warned last week that attacks by Israeli settlers and the creation of illegal settlements have reached an "all-time high". Israeli Defence Minister Israel Katz stated that since 2022, 104 illegal settlements and about 160 settlement farms have been approved in the West Bank. In July alone, the Palestinian Authority reported 2,256 attacks against Palestinians and their property, with 798 attributed to settlers and 1,458 to the Israeli army.
14:13
The move reflects Japanese banks' increasing competition for deposits to fund their growing and profitable loan businesses.
14:03
Executives from Coinbase, Visa, and Mastercard stated in recent earnings calls that they intend to support a variety of stablecoins, not just Open USD. This comes after Open USD's announcement a month ago caused Circle's stock to fall by as much as 20% due to investor concerns that USDC's largest commercial partners were shifting allegiance. Coinbase CFO Alesia Haas confirmed the exchange has met conditions to renew its commercial agreement with Circle and will continue growing the USDC ecosystem. Visa CEO Ryan McInerney emphasized the company is "multi-coin, multi-chain," while Mastercard CEO Michael Miebach described Open USD as "another coin that we will enable across our network," alongside existing support for USDC and other stablecoins. Analysts suggest the initial market reaction overinterpreted the partners' commitment to Open USD.
14:02
Timiraos adds that an 8-4 decision to hold rates, with Waller joining the three presidents, would not be favorable for the Fed leadership. He emphasizes that the September Summary of Economic Projections (SEP) offers a specific type of guidance, essentially outlining the policy path for the last two meetings of the year, and the committee has a mechanism to express an even stronger tightening bias than seen in June via the SEP.
14:02
Chipotle Mexican Grill said it has temporarily removed the product from restaurants in Minnesota and replaced it with chilies from a different grower, after learning that its supply of jalapeños may be linked to a salmonella outbreak. The share price decline reflects investors' concerns about Chipotle's past food safety issues.
14:01
Boeing's Q2 2026 earnings report, released on July 28, revealed a net loss of $428 million and an adjusted core loss of $0.76 per share, both exceeding Wall Street's anticipated loss of $0.30 per share. However, investors overlooked the headline loss figures, instead focusing on the company's strong cash flow performance, which propelled Boeing's stock up nearly 5% during intraday trading.

The loss was primarily driven by a $280 million pre-tax charge related to the conversion of two 747-8 aircraft for the Air Force One VC-25B program, which has faced delays and budget overruns due to increased engineering and certification costs. Excluding this charge, Boeing's operational performance showed significant improvement, with the core loss narrowing from $1.24 per share in the same period last year. The company's total revenue increased by 8% year-over-year to $24.56 billion, surpassing the expected $24.25 billion. Furthermore, free cash flow rose to $631 million, a significant improvement from negative $200 million in the prior year.

Boeing's commercial production is also accelerating, with the launch of the fourth 737 MAX final assembly line, the "North Line," at its Everett, Washington factory. This line will primarily be used for low-rate production of the MAX 10 variant, aiming to achieve the planned production increase target of 47 aircraft per month. Capital expenditures increased year-over-year, mainly to boost 787 widebody capacity in South Carolina and military aircraft manufacturing near St. Louis.
14:01
全球最大的稳定币发行商Tether在2026年第二季度实现了约15亿美元的净运营利润,较第一季度的10.4亿美元增长了近50%。尽管利润强劲增长,其超额储备金却在同一季度内下降了50%,从第一季度的82.3亿美元降至41.1亿美元。Tether表示,所有USDT仍得到充分支持,储备金下降不影响偿付能力。截至6月底,Tether的总资产为1877.5亿美元,负债为1836.4亿美元。该公司还披露持有98,933枚比特币(按当前价格约58亿美元),并在本季度增持了1,796枚比特币和14吨实物黄金,使其黄金总持有量超过146吨。
13:51
Bloomberg survey shows OPEC's crude oil production rebounded in July, mainly driven by Kuwait, Saudi Arabia, and Iraq, offsetting some wartime losses. This comes despite opaque shipping data complicating the tracking of the organization's output.
13:46
The commitments, largely for data centers needed to power the artificial intelligence boom, represent a substantial part of these companies' AI spending spree that has already been locked in. These payments have not yet appeared as debt-like lease liabilities on company balance sheets. Oracle has the largest apparent concentration risk with $260 billion in uncommenced commitments, while Microsoft has the largest disclosed pipeline at $329.1 billion. This scale reveals how much of the AI buildout has yet to enter reported lease liabilities and leverage measures.
13:46
Analysis indicates that Oracle Corporation, in support of its artificial intelligence strategy, has undertaken large-scale debt financing and data center leases, resulting in negative free cash flow and raising investor concerns about its financial health. The company's capital expenditures accounted for a significant portion of revenue in the fiscal year ending May 2026, and it signed data center lease agreements totaling approximately $260 billion. S&P Global Ratings downgraded Oracle's credit rating to BBB- in July, just one notch above junk status. Moody's Ratings also issued a negative outlook on its Baa2 rating and expects its leverage ratio to approach 5x in the short term. Fitch Ratings similarly rated Oracle as BBB. Market analysts warn that Oracle may face "fallen angel" risk, meaning its rating could drop from neutral investment grade to junk status, which has already caused its stock price to halve to $129 since June, and bond yields to surge to the 7% to 8% range. Oracle expects capital expenditures to reach $95 billion in fiscal year 2027 but states its commitment to maintaining an investment-grade credit rating.
13:45
Nvidia's stock moved towards its fourth consecutive gain on Tuesday, clearing a key technical level. This surge comes as rival AI chipmaker Advanced Micro Devices (AMD) prepares for its earnings update. Nvidia has regained its crown as the most valuable stock, surpassing Apple, whose shares recently fell sharply.
13:44
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was primarily driven by a broader market recovery in risk appetite, as traders actively bought stocks related to enterprise AI infrastructure development, especially server manufacturers equipped with NVIDIA (NVDA) GPUs. Furthermore, bullish analyst reports on AI memory this week, including positive outlooks for Micron Technology (MU), also boosted market sentiment and spilled over to server integrators.
13:23
The tech giant outlined its Samsung Wallet expansion plans during its Galaxy Unpacked 2026 event, stating that over 800 million smartphones would feature stablecoin capabilities by default, including fiat-pegged savings and payments accounts. Analysts from Areta and Solstice believe this strategic move positions Samsung to become a major stablecoin distributor, addressing a key challenge in crypto adoption by integrating stablecoins directly into a widely used mobile hub. Samsung's existing digital asset wallet, introduced in 2019, already supports various cryptocurrencies and external hardware wallets. Additionally, Samsung affiliates acquired a 4% stake in Dunamu, operator of South Korea's largest crypto exchange Upbit, for $408 million in May, which analysts view as securing the underlying infrastructure for this stablecoin strategy.
13:13
Abbott Laboratories announced strong second-quarter results for fiscal year 2026, with sales increasing by 13% year-over-year, and raised its full-year profit outlook, increasing its adjusted diluted EPS guidance range for fiscal year 2026 to $5.45 to $5.60. The company's diagnostics division sales grew by 42% to $3.09 billion, exceeding expectations.

In contrast, Danaher Corporation's second-quarter revenue grew by 5.5% to $6.3 billion, but it lowered its full-year core revenue growth outlook, reducing the upper end from 6% to 4% and maintaining the lower end at 3%. Previously, the company's biotechnology business revenue fell short of expectations, causing its stock price to drop by 11%. Bank of America maintained its "buy" rating for Danaher but lowered its price target from $270 to $230.

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