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10:36
The asset management firm disclosed in its Q2 investor letter that it has added Magnolia Oil & Gas Corporation (NYSE:MGY) to its small-cap portfolio. Conestoga Capital Advisors stated that the increased position in MGY is based on the company's disciplined operating model, attractive free cash flow generation, and consistent capital allocation track record. Furthermore, MGY recently expanded its inventory of high-return drilling locations through an acquisition while maintaining a low reinvestment rate and a strong balance sheet.
10:31
Despite Advanced Micro Devices' (AMD) strong performance year-to-date, the market's reaction to its latest earnings report suggests the company still needs to catch up to industry leader NVIDIA in the artificial intelligence (AI) chip sector.
10:15
Volker Türk表示,死刑继续被用于“在民众中灌输恐惧和压制异议”。他指出,自3月19日以来,至少有56人因国家安全相关指控被处决,其中27起案件与1月份的全国性反政府抗议活动有关。Türk还提到,另有100多人面临类似指控的处决风险,毒品相关犯罪的处决也持续以惊人的速度进行。他敦促伊朗当局停止所有处决,并迈向废除死刑,强调这种惩罚在当今世界没有立足之地。联合国人权事务高级专员还对持续缺乏公平审判和正当程序保障表示深切担忧,据称供词是在酷刑和其他虐待下获得的。
10:12
The cryptocurrency exchange announced that participants can earn one entry for every $1 traded in eligible markets after enrolling in the promotion. The total prize pool for the sweepstakes is 225 ETH. The promotion is open to eligible clients in most markets, with some countries and US states excluded due to local regulations.
10:10
Despite handily beating Wall Street’s expectations for the most recent quarter and raising its 2026 earnings guidance, the healthcare giant's stock fell due to its unusually early commentary on 2027. CVS Health warned that membership in its Caremark pharmacy-benefits manager will decline next year as it rewrites contracts and some insurer clients pull back, amid broader investor concern about the evolving financial model of PBMs.
10:09
The S&P 500 hit an intraday all-time high on Wednesday, and the Dow Jones Industrial Average also set a new record, rising 456 points or 0.84%, while the Nasdaq Composite gained 0.4%. Disney shares rose over 2% after its third-quarter earnings beat analyst expectations; Eli Lilly shares surged 7% as its second-quarter profit and sales both exceeded forecasts. Additionally, NVIDIA shares climbed nearly 4% after Elon Musk stated that SpaceX would exclusively use NVIDIA chips. Market sentiment was also boosted by optimistic expectations of a potential reopening of the Strait of Hormuz. However, the ADP report showed that private sector employment increased by 44,000 in July, lower than the expected 75,000, but the market reacted little to this data.
10:09
SpaceX, led by Elon Musk, reported a $540 million paper loss on its Bitcoin holdings in its first earnings report as a public company. The company maintained its 18,712 Bitcoin, but their value declined to $1.10 billion by June 30 from $1.64 billion at the end of 2025, attributing the loss to a 33% drop in Bitcoin's price during that period.
10:07
The tokenized-assets firm, founded by former Goldman Sachs executives, appointed Schlisman as its finance chief as it expands its onchain capital markets business. Schlisman also previously served as CFO at global macro hedge fund Monashee Investment Management.
10:04
The injunction had temporarily barred Perplexity AI from operating its AI-powered Comet browser on Amazon's platform. The US Court of Appeals for the Ninth Circuit found Amazon unlikely to prove breaches of federal and California computer access laws, and has sent the case back to the US District Court for further proceedings.
10:03
Vladimir Tkachyuk, head of a Russian drone company, was injured in a car bomb attack. The attack is the latest targeting prominent figures in Russia's war effort.
09:59
According to Yahoo Finance AlphaSpace data, Nike's stock is currently underperforming the S&P 500 by the largest margin in 25 years. Year-to-date, Nike's stock has fallen 35%, while the S&P 500 has risen 13%. Since CEO Elliott Hill took office on October 14, 2024, the stock has cumulatively fallen by approximately 49%. The company reported fourth-quarter revenue of $11 billion in late June, a 1% year-over-year decrease, or a 4% decrease on a constant-currency basis. Nike expects first-quarter revenue to decline by a mid-single-digit percentage.
09:58
Emerald Wealth Partners noted that ASML rose 51.0% in the Q2, contributing 156 basis points to the strategy, benefiting from the optimistic sentiment in the semiconductor industry. The company believes that ASML's ability to enable chip manufacturers to pack more transistors onto smaller silicon wafers with each new generation of machines, and the steady improvement in efficiency (including higher performance per watt, easier thermal management, and lower unit computing costs), are the cornerstones driving the further development of AI and other applications that require efficient chips.
09:58
Emerald Wealth Partners noted in its Q2 2026 investor letter that Broadcom dominates custom AI chip design, having long co-designed Tensor Processing Units (TPUs) with Google. As AI spending shifts from model training to inference, custom chips offer superior performance and cost-effectiveness compared to NVIDIA's general-purpose GPUs. Furthermore, Broadcom also dominates the Ethernet switching chips required for AI cluster interconnects and provides the virtualization layer needed for enterprises to run AI workloads through VMware. The firm increased its stake in Broadcom after OpenAI announced its selection of Broadcom to design its custom inference chips. This news helped Broadcom's stock price rise by 22.3% during the quarter, contributing 64 basis points to the strategy.
09:47
Marathon Petroleum公布季度每股收益为17.73美元,远超预期的13.95美元。公司净利润从一年前的1.22亿美元增至5.14亿美元,炼油和营销利润率几乎翻倍至每桶36美元。这一强劲业绩得益于燃料价格高企而原油价格回落,以及美国自1976年以来未新建炼油厂所导致的结构性供应限制,使得炼油利润(裂解价差)保持在历史高位。

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