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8/4
13:23
Samsung to add stablecoin support to 800 million Galaxy phones, analysts say it could become a dominant distributor
The tech giant outlined its Samsung Wallet expansion plans during its Galaxy Unpacked 2026 event, stating that over 800 million smartphones would feature stablecoin capabilities by default, including fiat-pegged savings and payments accounts. Analysts from Areta and Solstice believe this strategic move positions Samsung to become a major stablecoin distributor, addressing a key challenge in crypto adoption by integrating stablecoins directly into a widely used mobile hub. Samsung's existing digital asset wallet, introduced in 2019, already supports various cryptocurrencies and external hardware wallets. Additionally, Samsung affiliates acquired a 4% stake in Dunamu, operator of South Korea's largest crypto exchange Upbit, for $408 million in May, which analysts view as securing the underlying infrastructure for this stablecoin strategy.
13:13
Abbott (ABT) raises full-year profit forecast, Q2 sales up 13%; Danaher (DHR) lowers full-year core revenue growth outlook, shares fall 11%
Abbott Laboratories announced strong second-quarter results for fiscal year 2026, with sales increasing by 13% year-over-year, and raised its full-year profit outlook, increasing its adjusted diluted EPS guidance range for fiscal year 2026 to $5.45 to $5.60. The company's diagnostics division sales grew by 42% to $3.09 billion, exceeding expectations.

In contrast, Danaher Corporation's second-quarter revenue grew by 5.5% to $6.3 billion, but it lowered its full-year core revenue growth outlook, reducing the upper end from 6% to 4% and maintaining the lower end at 3%. Previously, the company's biotechnology business revenue fell short of expectations, causing its stock price to drop by 11%. Bank of America maintained its "buy" rating for Danaher but lowered its price target from $270 to $230.
13:12
Hormuz Strait Supply Disruption Reshapes Dune Oil Turkey Field Block Economics, Brent Crude Price Breaks $100/Barrel
Canadian energy company Dune Oil Corp (CSE:DUNE) holds a 29% interest in Block M47 in southeastern Turkey. The independent resource assessment for this block was previously based on a Brent crude oil price assumption of $63.68/barrel in 2026. However, the partial closure of the Strait of Hormuz has led to a reduction in global supply of approximately 9.1 million barrels/day, pushing Brent crude oil prices above $100/barrel, far exceeding previous expectations. Scott Lower, President of Dune Oil, believes that the current supply tightness is not a temporary phenomenon but rather the cumulative effect of a decade of underinvestment. As a major energy importer, Turkey's energy import bill is projected to increase by $14 billion in 2026 due to the Hormuz crisis, highlighting the growing importance of domestic crude oil production.
13:07
Applied Digital (APLD) Q4 FY2026 revenue increased by 407% year-over-year to $258.7 million, exceeding market expectations.
Applied Digital Corp (APLD) announced fourth-quarter fiscal year 2026 revenue of $258.7 million, a 407% year-over-year increase, significantly exceeding market expectations of $94.8 million. The company's full-year revenue reached $611.3 million, up 167%. Adjusted earnings per share were $0.04, also higher than market expectations of a loss of $0.22. This growth was primarily driven by the company's transformation of its data center business into artificial intelligence (AI) and high-performance computing (HPC) infrastructure, securing hyperscale lease agreements including one for $7.5 billion and another for $7.0 billion, and now boasts approximately $36 billion in contracted lease revenue over the contract term.
13:06
63.15 million USDC was burned on-chain, worth approximately $63.15 million.
On-chain data shows a single burn of 63,146,923 USDC tokens from the USDC contract, valued at approximately $63.15 million.
13:02
Japan is considering deploying U.S.-made AI systems from Palantir and Anduril in its Self-Defense Force to accelerate decision-making and integrate operations with the American military.
The Japanese government plans to use multiple U.S.-made AI systems for command and control within its Self-Defense Force units, with homegrown AI overseeing them for quick implementation.
13:01
Intel Soars 10% to $99.74, AMD Jumps 8% to $522, Broadcom Rises 6% to $416 as Chip Stocks Ride a Risk-On Rally
英特尔股价上涨主要受空头回补推动，此前其股价在一个月内下跌了24%。同时，AMD股价上涨得益于其数据中心业务57%的同比增长。iShares Semiconductor ETF (SOXX) 也上涨6%至$540，反映出芯片板块的普遍涨势。纳斯达克100指数当日上涨2.8%，市场波动性下降，交易员积极转向增长型和周期性股票，推动了此次芯片股的整体反弹。
13:00
Robinhood's crypto trading activity offsets market slump, while Coinbase remains tied to trading cycle
12:53
Markets view Fed's inflation credibility with skepticism, seeing "all hat, no cattle" as 30-year Treasury yield hits highest since 2007
Despite Federal Reserve Chairman Kevin Warsh's recent pledge to deliver 2% inflation and "not a whisper more," markets responded with a clear warning, pushing long-dated bond yields higher. The 30-year Treasury yield surged to its highest level since 2007, while the 10-year Treasury yield climbed to 4.64% and the 30-year to 5.2%. Bank of America economists noted Warsh's tone came across as dovish, suggesting his tough rhetoric was not matched by meaningful action. This rise in yields reflects growing fear that the Federal Reserve is not being aggressive enough with inflation, prompting investors to demand higher returns for longer-term lending. To reestablish credibility, BofA economists anticipate the Fed will hike by 25 basis points in September, followed by two more similar increases in 2026.
12:52
Analysis indicates that UPS's future prospects are better than two years ago, with revenue projected to grow by 3% to $91.2 billion in 2026, and adjusted earnings per share to increase by 1% to $7.22.
An analysis article published by Yahoo Finance points out that although UPS stock price is still below its all-time high of $192.88 set on February 2, 2022, its future prospects are brighter than two years ago. UPS expects revenue to grow by 3% to $91.2 billion in 2026, and adjusted earnings per share (EPS) to grow by 1% to $7.22. Analysts also expect that as the company integrates more AI features and automates logistics, its revenue and adjusted EPS will grow by 4% and 12% respectively in 2027. The article believes that UPS's adjusted EPS forecast ($7.22) will easily cover its forward dividend yield of $6.56 per share, making it one of the best dividend stocks in the industrial sector.
12:52
Clean energy provider Ameresco (AMRC)股价在公布财报后大幅上涨
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: Alphabet (GOOG) Q2 2026 Search revenue up nearly 20% driven by AI, Cloud margins hit 33%
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
NVIDIA Chips Face 12:1 Supply-Demand Ratio, Experts Say, as Meta, Oracle, and Others Turn to Hyperscale Computing, Intensifying GPU Demand
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 Stock Falls 10% Post-Earnings on Missed Services Revenue and Weak Q4 Guidance
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
Gartner (IT.N) Q2 results beat expectations, raises full-year 2026 guidance, stock up 15.9% intraday.
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
Angel investor Jason Calacanis: Bitcoin has bottomed out, suggests selling half of Bitcoin and investing in Solana (SOL) and Bittensor (TAO)
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
Yahoo Finance analysis shows $1,000 invested on Inauguration Day 2025 in Gold is now worth $1,224 (+22%), Bitcoin $607 (-40%), and TRUMP memecoin $32 (-97%)
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
US ISM manufacturing index hits 4-year high of 55.6, S&P 500 profit margins reach record 16.7% in Q2 2026, fueling speculation Fed could raise rates in 2026
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.
12:36
US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
12:30
Social Security Becomes Primary Retirement Plan for Many Americans, Averaging ~$25,000 Annually, But Is Often Insufficient
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.

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