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8/4
09:15
SpaceX stock rises in early trading
09:13
Open Secure AI Alliance Proposes SAFE Guidelines for AI Cybersecurity Transparency
The Open Secure AI Alliance, comprising over 120 organizations including 英伟达、Cisco、CrowdStrike、Hugging Face、Red Hat和Amazon，正值拉斯维加斯年度Black Hat大会开幕之际，提出了一套名为“共享AI发现交换（SAFE）”的新指南。该指南旨在将代理AI网络安全事件转化为整个生态系统的共享保护。Linux基金会已就SAFE发布征求意见稿，其内容包括机密收集和分析AI事件及险情、通知受影响方、识别重复的控制故障，并发布基于证据的操作建议以降低系统性风险。英伟达、Okta、Palo Alto Networks、Red Hat和Amazon等成员也正贡献各自的工具和框架，以加强AI安全堆栈的各个层面。
09:12
THERE IS NO REAL LONG-TERM SUBSTITUTE FOR BLACK SEA PORTS FOR GRAIN EXPORTS, UKRAINE'S FARM MINISTER TELLS REUTERS
09:08
DeItaone: Multiple institutions, including JPMorgan and Citigroup, have raised price targets for numerous US-listed companies, such as AEIS, BNY, and CLX.
Piper Sandler raised its price target for ADPT to $27.50 from $20. Citigroup increased AEIS's target to $460 from $435, while TD Cowen raised it to $370 from $350. JPMorgan adjusted BNY's target to $159 from $149. For CLX, Deutsche Bank raised its target to $98 from $94, JPMorgan to $95 from $92, and Wells Fargo to $102 from $95. Other companies seeing target increases include ARXS, BBY, BLZE, BOW, CBOE, CMG, CNC, CRS, DDOG, DINO, DXCM, EVER, FBNC, FLGT, FROG, GD, GH, HII, HXL, IBTA, ICHR, INSP, ITGR, JAZZ, JXN, KTB, LAD, and LEVI.
09:04
Webull Q1 2026 revenue rose 36% to $159.93 million, but operating expenses surged 68% leading to a $21.72 million GAAP net loss; stock trades at $7.26, down 45.54% over the past year.
An analysis suggests that for Webull shares to reach $30 by 2031, a 313% gain and EPS growth to $1.00 would be required. Analysts have a consensus target of $12.33 for the stock, with the primary risk identified as potential PFOF (Payment for Order Flow) regulation.
09:03
Mystery Group 'Crypto Watchdog' Launches D.C. Ad Campaign Against Crypto, Linking It to Terrorists and Drug Cartels Amid Clarity Act's Final Senate Test
The group's executive director, Chapin Fay, has refused to disclose its financial backers, despite stating the organization's mission is to bring transparency to the over-$2 trillion crypto industry. The campaign warns that 'the worst people operating in the darkest places use crypto because there are no guardrails,' as the Digital Asset Market Clarity Act faces critical negotiations in the U.S. Senate.
09:03
BitGo to replace LayerZero with Chainlink as exclusive cross-chain provider for WBTC, pushing total LayerZero-to-Chainlink migrations to nearly $15 billion
The move by crypto infrastructure firm BitGo, which manages wrapped bitcoin (WBTC) with a market capitalization of approximately $7.4 billion, is part of a broader migration wave. This trend began following a $292 million exploit of Kelp DAO's LayerZero-powered bridge earlier this year, which increased scrutiny of LayerZero bridge configurations. Several other projects, including Mantle, Kelp, Lombard, Solv Protocol, Virtuals, Re, and Kraken, have also announced transitions to Chainlink's Cross-Chain Interoperability Protocol (CCIP).
08:59
Singapore iron ore futures fell below the $100 mark, hitting a low of $93.65/ton during intraday trading, the lowest since July 2025; UBS warned of continuously deteriorating supply and demand fundamentals, expecting prices to further decline to $95/ton in 2027.
Singapore benchmark iron ore futures fell as much as 2.3% during intraday trading, hitting $93.65 per ton, the lowest intraday price since July 2025; Dalian's most active contract fell by nearly 3% during the same period. Myles Allsop, a mining and metals research analyst at UBS in London, pointed out that weak steel demand, narrowing steel mill profits, and continuous supply increases have led to a significant accumulation of inventories over the past 12 months, intensifying the oversupply in the market. UBS expects the average iron ore price to be around $100 per ton in 2026, further declining to about $95 per ton in 2027, and believes that prices will eventually stabilize at around $90 per ton.
08:54
Analysts interpret Berkshire Hathaway CEO Greg Abel's untouched energy holdings, including Chevron (7% of equity portfolio) and Occidental Petroleum, as a signal of conviction amid AI-driven
自接任伯克希尔哈撒韦CEO以来，Greg Abel已调整了公司股票投资组合，但其能源资产（如雪佛龙、西方石油以及伯克希尔哈撒韦能源公司）几乎未受影响。分析人士认为，这可能是一个信号，表明Abel对能源领域持有坚定信念，尤其是在人工智能（AI）推动电力需求激增的背景下，伯克希尔哈撒韦能源公司约一半业务已服务于AI相关电力需求。尽管也有观点认为这可能只是出于尊重和谨慎，但Abel作为能源行业资深人士的这一举动，被视为对未来能源需求增长的战略性押注。
08:54
Analysis suggests Archer Aviation (ACHR) is a better eVTOL stock buy than Joby Aviation (JOBY), citing Archer's more modest valuation and new defense/AI opportunities.
The analysis highlights Joby's recent test flights in New York and San Francisco, a finalized agreement with Delta Air Lines and Virgin Atlantic for a future UK air taxi service, and its $2.5 billion in cash. However, it notes Joby's higher valuation may lead to greater pressure. Archer, despite a smaller market cap, recently completed a city-to-city flight in California, was chosen as the official air taxi provider for the LA28 Games, and introduced new autonomous aircraft (Thunder and Halo) for defense and commercial applications, supported by $1.8 billion in liquidity. The report concludes Archer's promising opportunities at a more modest valuation make it the preferred investment.
08:54
Apollo's Private-Equity Business Reports Weak Q2 Results, Realized Performance Fees Down 40% YoY to $130 Million
Apollo Global Management's private-equity division delivered weak results in the second quarter, reporting $130 million in realized performance fees for its principal investing segment. This figure represents a roughly 40% decrease from a year prior, as the firm cited "prudently delayed" monetization activity across certain flagship private equity and hybrid funds due to a challenging environment for exiting investments.
08:49
CrowdStrike Report: North Korea-Linked Attackers Injected at Least 131 Malicious Packages into Microsoft-Owned npm AI Framework
Cybersecurity firm CrowdStrike stated on August 3 that a North Korea-linked attacker injected malicious dependencies into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft-owned GitHub acquired npm in 2020 and operates the core registry in this attack chain. The attacker published tampered Mastra versions containing the malicious dependency "easy-day-js" using stolen maintainer credentials. This dependency runs during installation, exposing developers' machines and build pipelines to credential theft and remote code execution risks. CrowdStrike found that 87% of software registry threats identified in the first half of 2026 involved npm packages.
08:48
French shipping giant CMA CGM reports Q2 2026 revenue surged 19.2% to $15.7 billion, driven by inventory stockpiling and higher freight rates
CMA CGM的净利润增长约48%至7.7亿美元。其集装箱航运部门收入飙升22%至近100亿美元，平均每个20英尺标准箱(TEU)的收入为1,575美元，同比增长15.1%。公司首席财务官Ramon Fernandez表示，地缘冲突背景下供应链不确定性促使企业预防性囤货，预计这一趋势将持续到第三季度。此外，跨太平洋贸易航线流量显著增加，美国进口商对中国出口商品的需求回升，也助推了业绩增长。该公司还完成了对联邦快递合同物流业务14亿美元的收购，以扩大其在美国的物流足迹。
08:46
Seventh round of US-mediated Israel-Lebanon talks begins in Rome, aiming to establish new pilot zones for Israeli withdrawal
The three-day diplomatic talks seek to establish new “pilot zones” in southern Lebanon, from which Israeli forces would begin withdrawing and the Lebanese army would assume control. These discussions occur despite Israel continuing to occupy and strike southern Lebanon, even after agreeing to a conditional ceasefire in early June under a US-brokered framework deal.
08:42
DeItaone quotes Fed's Paulson: If progress not made on inflation, the Fed will need to act
08:40
Fed's Paulson: Monetary policy is in a 'complicated time,' inflation is 'too high' and needs to be brought down, Fed likely has the 'mildly restrictive' policy required.
08:40
Tether Gold (XAUt) reserves rose 9.5% in Q2, even as gold posted its worst quarter in 13 years
08:39
SPOT SILVER RISES 3% TO $59.90/OZ
08:38
Analysis indicates that despite Tilray Brands' record net revenue for fiscal year 2026, a "buy" recommendation is not advised due to cash consumption and poor stock performance.
Yahoo Finance reported that cannabis company Tilray Brands (NASDAQ: TLRY) achieved a record-high net income of $915.5 million in fiscal year 2026, an 11% year-over-year increase. However, analysis suggests that the company's growth was primarily driven by high-cost acquisitions and international expansion. Furthermore, over the past 12 months, the company consumed $69 million in cash from operating activities and $56 million from investing activities. Additionally, Tilray's stock price has fallen by 97% over the past five years, leading to a recommendation against investors purchasing the stock.
08:38
Analysis points out that NVIDIA's revenue advantage in AI chips is expanding, but AMD's stock price gain this year far exceeds NVIDIA's.
A Yahoo Finance analysis article points out that although NVIDIA continues to widen its lead over Advanced Micro Devices (AMD) in terms of revenue scale and growth trajectory in the artificial intelligence (AI) chip market, AMD's stock price has risen by over 120% as of August 3, 2026, while NVIDIA's stock price increased by approximately 10% during the same period.

The analysis mentions that NVIDIA recently partnered with the Japanese government to launch a national infrastructure factory and reported a net profit margin of 72% for the quarter ended April 26, 2026. AMD, on the other hand, launched its next-generation computing product portfolio and secured several large-scale infrastructure commitments, including an expanded partnership with Meta Platforms this year, with a net profit margin of 14% for the quarter ended March 28, 2026. The article suggests that despite NVIDIA's dominant revenue, AMD is seen as having greater upside potential.

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