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8/3
15:03
Coinbase CEO Brian Armstrong highlights that 1 in 4 Americans hold crypto and prioritize passing the CLARITY Act, noting voters are twice as likely to support candidates who back it. Armstrong added that CLARITY is not only a win for crypto users but also for America's future as a global leader in finance, innovation, and national security, urging senators to recognize its importance.
14:57
The country intends to introduce a program modeled after the U.S. initiative that helped SpaceX rise to prominence. This move comes as Japan seeks to significantly boost its rocket launch success rate; last year, Japan launched only 3 satellite rockets, compared with 192 for the U.S.
14:56
Bloomberg reports that Corgi is set to launch roughly 500 ETFs within its first year, a figure that exceeds the number of ETFs BlackRock accumulated over many years. The firm already ranks among the largest US issuers by product count and has an eventual goal of 1,000 funds, which will span leveraged stocks, buffered strategies, semiconductors, and narrowly targeted themes.
14:52
Michael Allen, managing director of Beacon Global Strategies and a former national security aide to President George W. Bush, stated that America's inability to maintain a coherent message on Iran has confused both the American people and the Middle East region, including US adversaries. Allen also commented on the tentative agreement to rebuild Gaza, noting a low likelihood of its full enactment as written, though he credited the President and his team for their efforts.
14:50
Mansour stated during a CNBC interview that the lawsuit could be 'copy and pasted' and filed against Nasdaq, implying the suit's broad applicability.
14:45
Christian Magoon, founder and CEO of Amplify ETFs, discussed the Amplify CWP Enhanced Dividend Income ETF (DIVO) on "Bloomberg ETF IQ," noting its aim to challenge the JPMorgan Equity Premium Income ETF (JEPI).
14:42
CNBC analysis indicated that prior to Palantir's earnings report on Monday evening, its options trading activity showed strong investor expectations for a rise in its stock price, similar to the trend seen before Microsoft's previous earnings reports. According to ThinkOrSwim data, on Monday, Palantir's call options trading volume was more than double that of put options, with call options reaching 56,000 contracts and put options less than 25,000. Of the $160 million in options premiums, $120 million was related to call options. SpotGamma data showed that the most popular call option was the $130 strike price contract expiring on Friday, with traders buying 8,500 contracts for a total value of $4.4 million. Cboe LiveVol data also revealed that options pricing implied a potential stock price fluctuation of 10.5% after the earnings report, higher than the median fluctuation of 7.4% over the past year.
14:28
Citadel Securities stated that the forces propelling US stocks to record highs this year remain “firmly intact,” following a reset in retail investors’ speculative trading.
13:47
The analysis highlights that while both companies are involved in the nascent SMR market, GE Vernova, a more diversified energy company, is considered a stronger investment. NuScale Power's stock has plunged 80% over the past 12 months due to cash burn and lack of near-term catalysts, despite its VOYGR SMR being the only one with full U.S. Nuclear Regulatory Commission (NRC) design certification. Meanwhile, GE Vernova's stock has surged 50% as investors view it as an AI energy infrastructure play. GE Vernova's BWRX-300 SMR is actively moving through the regulatory pipeline, with its first reactor deployment aimed for 2030 in Canada, similar to NuScale's early 2030s timeline for its first reactors.
13:31
Robinhood Ventures Fund II will operate as a business development company (BDC), with an offering of up to 8 million shares, of which 400,000 shares will be sold by Robinhood. Starting this Monday, Robinhood Financial customers can apply for IPO shares through its platform, with the application period expected to end on August 12. The fund currently holds 80 private companies, primarily investing in Y Combinator startup accelerator projects or companies whose founders have participated in Y Combinator. There are no qualification requirements or minimum investment thresholds for this offering. Goldman Sachs is serving as the lead book-running manager for this offering, with Citi, JPMorgan Chase, UBS Investment Bank, and Wells Fargo Securities acting as joint book-running managers.
13:26
Imax shares reached an all-time high on Monday, with a nearly 6% jump, driven by strong box office receipts from Christopher Nolan's film "The Odyssey." The film has generated $221 million in global box office sales. CEO Rich Gelfond described the company's momentum as a "flywheel" based on fundamentals, and noted the stock is up 37% year-to-date and 100% over the last 12 months, set to close above $50 per share for the first time. Gelfond also reiterated that the company remains open to potential sale talks.
13:21
Nvidia's Vera CPU is being deployed in its electronic design automation workflows to produce its future CPUs and GPUs, with early tests showing significant performance improvements. Nvidia expects Vera to address a $200 billion server CPU market and project $20 billion in Vera sales this fiscal year. In contrast, AMD is exploring external solutions, actively evaluating Synopsys' new autonomous agentic AI workflows, developed with Microsoft, to accelerate its next-generation chip designs. This highlights a divergence in strategy, with Nvidia building internal tooling advantages and AMD leveraging partnerships to enhance design efficiency.
13:20
The outperformance of these ETFs is primarily due to their structural exposure to foreign chip suppliers not included in the Nasdaq 100 index, such as Samsung, Hynix, and TSMC, as well as their investments in generative AI infrastructure and diversified global technology companies, all without over-relying on a single stock.

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