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8/4
12:52
Ameresco股价在财报发布前一直处于下跌趋势,7月31日收盘价为18.51美元,此前一年的涨幅已尽数回吐。财报发布后,该公司股价出现大幅上涨。
12:52
Greenskeeper Asset Management stated in its Q2 2026 investor letter that Alphabet (GOOG) saw its Search revenue grow nearly 20% in the most recent quarter, driven by AI integration, including AI Overviews and AI mode. The firm noted that the Cloud division's operating margins expanded to 33% and its backlog nearly doubled, highlighting robust demand and expanding operating leverage.
12:51
Dan Ives, an analyst at Wedbush Securities, noted that NVIDIA (Nvidia) chips face a 12:1 supply-demand ratio, thanks to companies like Meta and Oracle actively shifting to hyperscale computing, which has expanded NVIDIA's customer base and intensified GPU demand beyond traditional cloud providers.
12:51
Apple shares fell as much as 10% after the company reported its fiscal third-quarter 2026 results on July 30. The decline was primarily attributed to services revenue of $30.7 billion, which fell short of analysts' expectations, and a fourth-quarter revenue guidance of 9%-11% growth, below the 12% analysts had anticipated. Management also cited serious constraints related to DRAM and NAND memory shortages, leading to increased costs.
12:46
Business intelligence specialist Gartner announced its Q2 2026 earnings, with revenue reaching $1.68 billion, surpassing analysts' expectations of $1.65 billion. Adjusted earnings per share (EPS) were $4.37, significantly better than the analyst consensus of $3.73. Furthermore, the company raised its full-year 2026 adjusted EPS guidance to $14 (previously $13.25) and increased its 2026 free cash flow guidance to $1.19 billion (previously $1.16 billion).
12:45
Jason Calacanis, a prominent angel investor who was an early backer of Uber and Robinhood, stated that he believes Bitcoin has formed a "strong bottom," but advised investors to sell half of their Bitcoin and invest it into productive projects "that are delivering new products," such as Solana (SOL) and Bittensor (TAO). He noted that Solana is currently trading at approximately $73.84 and Bittensor's TAO at around $190.83. Calacanis believes that capital should flow to where value is being created, rather than merely stored.
12:41
The analysis by Yahoo Finance compared the performance of a $1,000 investment in each asset from January 20, 2025, to August 4, 2026. Despite former President Trump's pro-crypto stance and policies like establishing a Strategic Bitcoin Reserve, Bitcoin's value declined significantly. Gold, conversely, saw gains amid tariff wars, geopolitical tensions, persistent inflation, and a hawkish Fed. The TRUMP memecoin, which launched days before the inauguration, experienced the most substantial loss.
12:40
The Institute for Supply Management's (ISM) manufacturing index climbed to 55.6, its highest reading since May 2022 and the seventh consecutive month of expansion. Concurrently, S&P 500 net profit margins hit a record 16.7% in Q2 2026. These strong economic indicators, coupled with firming inflation and rising energy prices linked to the Iran conflict, are leading analysts to shift their expectations for the next potential Fed rate hike from 2027 to 2026, as the resilient economy provides the central bank more room to tighten policy further.
12:30
A new survey reveals that over 4 in 10 workers aged 55 and older expect Social Security to be their primary source of retirement income, despite the average annual benefit being approximately $25,000 (around $2,083 per month as of May 2026), which is often not enough for a comfortable retirement. Over 70% of surveyed workers report being off track with their retirement savings goals, with 46% deprioritizing or unable to save, largely due to inflation and rising living costs. Additionally, a 65-year-old retiring this year may need an average of $185,500 to cover out-of-pocket healthcare expenses throughout retirement.
12:29
根据最新的13-F文件,传奇对冲基金经理Stanley Druckenmiller通过其家族办公室增持了基因检测公司Natera (NASDAQ: NTRA)的股份,使其成为其美国上市股票投资组合中最大的持仓,占比达18%。该分析文章指出,Natera在过去一年中股价上涨近100%,但目前市销率达到15倍,远高于美股市场平均水平,反映出投资者对其增长前景的乐观预期。Natera专注于产前和癌症检测市场,近期还在器官捐赠检测业务上取得进展,上季度营收同比增长39%。
12:24
The senators requested the U.S. Securities and Exchange Commission (SEC) probe the memecoin, citing an estimated $3.8 billion in losses for nearly a million investors, while former President Trump's financial disclosure indicated he made $636 million from the token. They argued this "stark asymmetry" raises questions about how Trump made his cryptocurrency fortune, including through potentially fraudulent schemes with implications for market integrity and stability. The request comes as the Digital Asset Market Clarity Act, which includes a contentious section on government officials' crypto ties, is being debated.
12:19
Hotchkis & Wiley Mid-Cap Value Fund reports Kosmos Energy (KOS) negatively impacted its Q2 2026 performance due to broader crude oil price weakness after the reopening of the Strait of Hormuz
12:17
Fed whisperer Nick Timiraos reports that to modify program parameters, such as the borrowing limit per counterparty, Wash needs approval from the FOMC's Foreign Exchange Subcommittee. The members of this subcommittee are Wash himself, John Williams, and Philip Jefferson. In practice, the subcommittee's decisions have historically been supported by the broader FOMC.
12:15
Bloomberg's Nick Timiraos highlighted that while FX swaps and the Fed's FIMA repo facility were designed to help foreign institutions fund themselves in dollars and prevent central banks from selling Treasurys, Japan's current need for dollars is to sell them in the market to strengthen the yen. This indicates an exchange-rate policy objective rather than liquidity provision. Timiraos noted that the Federal Reserve's website, last updated in 2021, states that FIMA repo is intended for liquidity, not exchange rate policy.
12:14
Hotchkis & Wiley Mid-Cap Value Fund noted in its Q2 2026 investor letter that Olin Corporation (NYSE:OLN) is currently underperforming due to commodity prices and demand being below normal levels. The fund believes that the tightening supply and demand in the North American chlor-alkali market over the next five years could drive a recovery in Olin's prices and sales. As the "swing producer" in the region, Olin is expected to achieve excess returns. Furthermore, shareholder-friendly capital allocation and a commitment to an investment-grade balance sheet also strengthen this investment thesis. The fund also mentioned that the decline in Olin's stock price reflects the easing tensions in the Middle East, which will lead to a relaxation of near-term commodity chemical supply and demand dynamics. As of August 3, Olin's stock price was $18.62, down 10.22% over the past month.
12:14
Investors are building positions ahead of SpaceX's first earnings report as a public company, driving SpaceX stock up 4% to $119, AST SpaceMobile up 9% to $69, and Rocket Lab up 6% to $74.34. This surge follows a brutal July sell-off for the space sector, during which SpaceX's stock fell 27% last month. SpaceX's IPO lock-up period is set to expire on Thursday, potentially releasing over 911 million shares (worth approximately $100 billion) into the market. Analysts anticipate SpaceX will report a net loss of about $1.9 billion for Q2 2026, with revenues approaching $6.9 billion, primarily driven by its Starlink business.
12:13
The rugged-device and asset-tracking specialist also reported a 20.4% rise in sales to $1.56 billion. Management attributed the strong performance to higher-than-anticipated memory chip supply, despite facing increased memory costs and supply constraints, which they described as a demand-driven "best problem in tech."

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