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8/4
10:07
Apple's trade secrets investigation into OpenAI widens, claims more ex-employees took confidential data; seeks preliminary injunction against AI device development
The iPhone maker's new court filing states that its continued investigation has revealed 11 other former Apple employees, beyond those initially named, may have been involved. Apple is also requesting expedited discovery from the accused OpenAI employees, OpenAI itself, and io, a device startup co-founded by Apple's former lead designer Jony Ive.

OpenAI publicly responded, stating that Apple's request for a preliminary injunction is "both based on false information and completely unnecessary because we do not have, nor want, any of their trade secrets." OpenAI also pointed to alleged earlier mistakes by Apple in the case.
10:02
DeItaone: Oil prices extend losses to hit session lows, Brent down 4.7%, WTI down 5.4%
10:02
DeItaone Reports: U.S. JOLTS Job Openings in June at 7.359 Million, Below Consensus of 7.400 Million
10:01
Dinari launches tokenized U.S. stocks for American investors, offering 724 equities including S&P 500 via USDC on Ethereum, Arbitrum, Base and Avalanche
该公司周二表示，投资者可以通过自托管钱包，使用Circle的USDC稳定币购买和出售724种代币化美国股票，其中包括标准普尔500指数中的所有公司。该产品通过Dinari受监管的经纪商和过户代理基础设施运行，并计划很快支持索拉纳（Solana）和Sei网络。此举标志着托管代币化模式扩展到美国市场，正值基于区块链的股票竞争加剧之际。
09:58
Saudi Aramco's adjusted net profit for Q2 2026 was $33.4 billion, a 33% year-over-year increase, exceeding expectations due to rising oil prices from the Iran war.
Saudi Aramco announced that its adjusted net profit for the second quarter was $33.4 billion, exceeding analysts' expectations of $31.59 billion. Although crude oil sales and production declined during the quarter, the average price of crude oil surged to approximately $108 per barrel, driven by the Iran War, an increase of over 60% compared to the average price of $67 per barrel in the same period last year.

Amin H. Nasser, the company's President and CEO, stated that the conflict "continues to exacerbate the largest supply shock in history," estimating that over 2.6 billion barrels of oil required by global industries have been removed from supply, and that rebuilding global inventories would take up to 18 months even if the Strait of Hormuz were to reopen immediately. Saudi Aramco maintained its export volume at the upper limit of 7 million barrels per day through its East-West pipelines, despite the effective closure of the Strait of Hormuz. The company's facilities were attacked by Iranian-backed Houthi militants in late July, but Saudi Aramco stated that these attacks had no material impact on its financial condition, operations, or cash flow.
09:53
Spotify stock (SPOT) sinks 6% as Q3 monthly active users forecast of 788 million misses estimates of 793.5 million
Spotify's third-quarter forecast for monthly active users (MAUs) and operating income fell short of analysts' expectations, leading to a 6% drop in its shares during early trading on Tuesday. The streaming giant expects 788 million MAUs for the current quarter, below the consensus estimate of 793.5 million. It also forecast Q3 operating income of approximately $771 million, missing expectations of about $784 million. This comes despite the company reporting Q2 premium subscribers of 300 million, which topped expectations.
09:52
Hashdex to Close Its $14.7 Million U.S. Spot Bitcoin ETF, First Such Fund to Shut Down Since Early 2024 Approval
Cryptocurrency asset manager Hashdex cited concerns over the ETF's liquidity and operating costs as inflows have slowed to a trickle. Spot Bitcoin ETFs as a group have experienced net outflows in each of the past three months, with redemptions exceeding $4 billion in June alone.
09:43
Meta's Q2 earnings fell short of expectations, causing its stock price to drop by nearly 10%, but revenue increased by 28% year-over-year, and AI advertising products performed strongly.
Wall Street previously expected Meta to report an increase in second-quarter earnings, but the company actually reported a decline, causing its stock price to fall by nearly 10% after the report was released. Despite this, Meta's revenue increased by 28% year-over-year, with ad impressions growing by 14% and the price per ad increasing by 12%. The company's AI advertising product, Advantage+, has reached an annualized run rate of $75 billion and serves 9 million small and medium-sized business clients. Generative recommenders have driven an 8.3% increase in Facebook ad clicks and a 15.7% increase in conversion rates. Meta's current forward P/E ratio is below 18x. Bears argue that Meta's free cash flow is declining and that it is caught in a spending spiral to survive the AI race, with capital expenditures projected to exceed $200 billion by 2028.
09:43
Ford Motor's second-quarter earnings exceeded expectations, sending its stock soaring over 6%, and the company raised its full-year adjusted EBIT guidance for fiscal year 2026.
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
Marvell Technology (MRVL) Q1 FY2027 revenue increased by 27.6% to $2.418 billion, and management expects full-year FY2027 revenue growth to accelerate.
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."
09:40
Investors from the US to South Korea are increasingly using leveraged ETFs for long-term investing, deviating from their design for day trading.
09:36
U.S. Social Security benefits taxation threshold of $32,000 has remained unchanged since 1984, projected to result in 56% of beneficiaries paying taxes
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
Transform Ventures founder Michael Terpin predicts Bitcoin could fall to $43,500
Terpin believes Bitcoin could experience another 30% downside from its current price before the market reaches a bottom.
09:32
S&P 500 hits intraday record high, last up 0.5%
09:28
BofA Reiterates Buy Rating on Micron (MU) with $1,550 Price Target, Citing Recent Pullback as Buying Opportunity and Strong AI Memory Demand
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
Bitcoin opened flat before rising slightly to $63,818.70, while Ethereum opened down 1.3% before recovering to $1,874.41; investors are closely watching the progress of the "Clarity for Digital Assets" bill.
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 (RDDT) Q2 revenue grew 61% and profit tripled, but its stock plunged after the CEO mentioned "unstable search recommendations," leading to divided opinions among retail investors.
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's net profit for the first quarter of fiscal year 2027 surged by 76% to 1.48 trillion yen, but its stock price still fell by approximately 1.5%.
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.
09:17
DeItaone reports ING's view: Bitcoin's long-term trend remains bearish, with strong resistance between $65,670 and $69,900; a drop below $54,450 would trigger a long-term sell signal.
09:16
Amazon stock fell more than 2% after Jeff Bezos filed to sell approximately $4 billion worth of Amazon shares, following the stock's all-time high.
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.

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