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8/4
09:43
Wall Street previously expected Ford Motor's Q2 2026 earnings to decline by approximately 5% year-over-year, but the company actually reported growth, driving its stock price up over 6% after the report's release. Despite a 12% year-over-year decrease in wholesale volume, revenue only fell by 4% due to Ford selling higher-margin trucks, SUVs, and hybrid vehicles, with adjusted EBIT increasing by 17% year-over-year. This is the second time this year Ford has raised its full-year 2026 adjusted EBIT guidance. The company's commercial fleet business, Ford Pro, performed strongly, achieving a Q2 EBIT margin of 9.7% and a 50% year-over-year increase in paid subscriptions to 1.6 million. Ford Motor currently has a forward P/E ratio of approximately 8-9x and a dividend yield of 4%.
09:42
The company, which provides custom chips and optical networking solutions for hyperscale data centers, reported data center revenue of $1.833 billion, accounting for 76% of its total revenue. Marvell CEO Matt Murphy stated that revenue growth is expected to accelerate quarter-over-quarter throughout fiscal year 2027. Additionally, free cash flow in the first quarter increased by 126.8% year-over-year to $483.1 million. NVIDIA CEO Jensen Huang once called Marvell "the next trillion-dollar company."
09:36
The threshold, set at $32,000 for married couples and $25,000 for single filers, has not been adjusted for inflation since its implementation. Consumer prices have tripled since 1984, and rising nominal benefits (including annual cost-of-living adjustments) push more retirees past this fixed line, eroding their real standard of living. This share is projected to rise from under 10% in 1984 to 56% by 2050. Higher taxation tiers, added in 1993, also remain unindexed.
09:33
Terpin believes Bitcoin could experience another 30% downside from its current price before the market reaches a bottom.
09:28
Bank of America (BofA) reiterated its Buy rating on Micron (MU) and maintained a $1,550 price target, calling the recent selloff an "enhanced buying opportunity." The bank expects memory pricing to normalize from 2027–2028 but believes fundamentals remain strong, supported by robust AI memory demand. BofA forecasts Micron's FY2028 EPS at approximately $150, with a bear case of around $100, significantly above the prior cycle peak of $12. The bank also views China's CXMT as "not a threat in AI."
09:27
On Tuesday morning, August 4, U.S. ET, Bitcoin opened at $63,463.72, flat with Monday's opening price, and then rose to $63,818.70. Ethereum opened at $1,858.53, down 1.3% from Monday's opening price, and then recovered to $1,874.41. Cryptocurrency investors are closely watching the progress of the Clarity Act in Congress, with doubts remaining as to whether the bill can pass before the summer recess.
09:26
Reddit's second-quarter earnings report, released on July 30, showed an earnings per share beat of 29%, revenue growth of 61%, and a tripling of profits. However, the company's stock price fell by over 20% after the earnings release, with a cumulative drop of 13.7% last week and a year-to-date decline of 32.7%, due to CEO Steve Huffman mentioning "unstable search recommendations" in his letter to shareholders. Despite this, the stock rebounded nearly 10% on August 3, closing at approximately $154.71. Since then, retail investors on the Reddit platform have shown divided opinions on the stock, with some finding its valuation attractive, while others remain skeptical about the potential risks of AI traffic and Google search recommendations.
09:26
Toyota Motor announced that its net profit for the first fiscal quarter ended June 30 reached 1.48 trillion yen (approximately $9.4 billion), a 76% year-on-year increase, primarily benefiting from a weaker yen and increased financial income, despite a decline in vehicle sales. The company's revenue grew by 10% to 13.5 trillion yen (approximately $85 billion). Following the earnings release, Toyota Motor's stock price closed down about 1.5% in the Tokyo market.

The company also announced a stock buyback plan of up to 1 trillion yen (approximately $6.3 billion), representing 4.2% of outstanding shares. Additionally, Toyota raised its full-year revenue forecast to 54 trillion yen and its net profit forecast to 3.25 trillion yen.
09:16
Amazon founder Jeff Bezos has filed to sell approximately 15 million shares of Amazon stock, valued at around $4.1 billion. This move comes after Amazon's stock hit an all-time high on Monday, with the shares falling over 2% in early trading. The sale was executed under a Rule 10b5-1 trading plan adopted by Bezos on November 14, 2025, and completed through Morgan Stanley on Monday.
09:13
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。
09:08
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
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
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
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 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.

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