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8/3
16:11
特朗普在Truth Social上发文,表示完全支持西弗吉尼亚州参议员雪莱·摩尔·卡皮托竞选连任。他赞扬卡皮托作为参议院环境与公共工程委员会主席,在推动亲增长政策、释放美国能源主导地位、优先考虑清洁空气、水、土壤以及“美丽清洁煤”方面所做的工作,并称她为经济增长、边境安全、打击移民犯罪、支持军队和退伍军人以及捍卫第二修正案而努力。
16:05
According to a White House announcement, U.S. manufacturing activity in July saw its strongest expansion in over four years, fueled by surging demand, record production, and new hiring. The Institute for Supply Management (ISM) Manufacturing PMI indicates the sector has expanded for the seventh consecutive month, with new export orders firmly back in expansion. The Federal Reserve confirms widespread growth in manufacturing activity, payrolls, and wages, with manufacturing wages climbing 4.2% year-over-year. The Philadelphia Fed survey shows general activity and new orders at nearly five-year highs.
15:53
According to Bloomberg, FalconX is taking these measures as crypto companies continue to trim costs amid a prolonged market slump.
15:52
Jeff Eason, head of investment grade credit research at Citadel Securities, warned that this scale is "unprecedented relative to the current market" and could reshape the entire investment grade credit market landscape. Previously, the global credit market had absorbed approximately $570 billion in AI-related debt, primarily for data center expansion, but financing demand from the chip sector is expected to far exceed this amount, with chipmakers' debt issuance potentially surpassing $250 billion in 2028 alone. Eason anticipates that this round of chip financing will primarily involve debt maturities of three to five years, with some potentially issued via 144A private placements.
15:50
A coalition of 25 Democratic-led states has filed a lawsuit against the Trump administration, arguing that its latest global tariffs, which impose 10% or 12.5% duties on imports from 60 trading partners, unlawfully replace duties previously struck down by courts. The states allege President Donald Trump exceeded his authority and bypassed legally required country-specific investigations when imposing these new duties.
15:48
Donald Trump announced he has approved $24.5 million in aid for Missouri to address severe storms, winds, tornadoes, and flooding the state has experienced. He stated this decision was made after speaking with Missouri Governor Mike Kehoe.
15:43
The rally in Microsoft shares is attributed to its capital spending showing a payoff, indicating sustained momentum.
15:34
Torsten Slok, chief economist at Apollo, stated that while AI and the Federal Reserve may be at the forefront of economic discussions, the risk from the Iran war and its subsequent impact on fuel stores remains an important background factor. Slok also commented that even if the Fed were to have fewer meetings, the market would still attempt to price in the central bank's actions regardless of its schedule.
15:31
Its AI tool, DesignArena, is currently used by 5.3 million people globally, providing critical human feedback to frontier AI labs and generating $60 million in annual recurring revenue (ARR).
15:24
Evercore ISI states that while a rarely used Federal Reserve liquidity facility could prevent Japan from selling Treasuries to prop up the yen, its prolonged use might encourage markets to test the resolve of both the US and Japan.
15:24
Holly Framsted, head of global product strategy and development at Capital Group, discussed ETF and mutual funds flows as well as allocation shifts within model portfolios on Bloomberg ETF IQ, stating that their growth is expected to persist.
15:15
OpenAI's inaugural influencer brand trip, dubbed "Summer Club," to a luxury retreat in upstate New York has drawn significant online backlash. Critics argue the lavish event, featuring farm-to-table dinners and wellness activities, is perceived as disconnected from the socio-ecological impact of AI data centers and the company's reported $200 million contract with the Department of Defense. Some influencers who posted about the trip faced negative comments and subsequently deleted their content, expressing surprise at the strong anti-AI sentiment.
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.

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