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8/6
12:27
Trump stated that DesJarlais is a strong advocate for American agriculture and is working to grow the economy, cut taxes and regulations, promote "MADE IN THE U.S.A.", and strengthen the military, among other priorities.
12:23
Grab Holdings (NASDAQ:GRAB) 目前股价徘徊在52周低点附近,但26位覆盖该股的分析师均给出“买入”评级,平均目标价为$5.86,这意味着未来12个月有超过58%的潜在上涨空间。尽管该公司第二季度财报表面亮眼,营收同比增长21.73%至$9.97亿,净利润飙升至$2.35亿,但其中包含一笔$3.07亿的印尼数字银行Superbank合并一次性收益。该股今年迄今已下跌超过26%,过去一年下跌近23%,且存在内部人士持续抛售的情况。分析师的看涨理由主要基于运营杠杆的显现、金融服务业务的强劲增长(收入增长59%,贷款组合增长197%),以及董事会授权的$7.5亿股票回购计划。管理层预计金融服务业务将在2026年下半年实现调整后EBITDA盈利。
12:19
Analysis suggests that Intel's (Intel) stock price could fall significantly, even by nearly half, without waiting for a market crash. The analysis notes that Intel's stock is currently around $101, down approximately 28% from its 52-week high. Historical data shows that Intel's stock price fell by 45% during the unwinding of JPY carry trades in 2024, while the S&P 500 only dropped by 7.8% during the same period. Furthermore, Intel's foundry business recorded an operating loss of $2.1 billion in Q2 2026, and management expects capital expenditures to exceed $20 billion in 2026 and increase further in 2027, while also anticipating a decline in PC consumption in 2026. These factors collectively constitute the downside risks facing Intel's stock price.
12:18
Fitch maintained its 2026 Brent crude forecast at $87/bbl but stated that risks are now skewed to the downside. The rating agency expects the oil market to return to oversupply from September and forecasts Brent at $70/bbl by Q4 2026. It also noted that June Hormuz shipments added enough supply to offset two extra months of disruption and anticipates Middle East output to recover quickly once hostilities ease. Comfortable global inventories and strong non-欧佩克 supply were cited as bearish factors.
12:12
Radiant World, one of the world's largest iron ore traders, is facing an escalating crisis. According to informed sources, Deutsche Bank and KBC Group have frozen some of its bank accounts, and multiple banks have suspended or tightened financing support. Meanwhile, Rio Tinto and Vale, the world's two largest iron ore producers, have removed it from their list of approved clients and will no longer conduct new transactions. The crisis stems from an investigation into alleged trade finance fraud, with Radiant World accused of providing invalid iron ore transaction invoices to partner banks, some of which are reportedly non-existent. Affected by this incident, market concerns have intensified, and iron ore prices have fallen to a more than one-year low this week. Radiant World denies any wrongdoing and states that the company is well-capitalized and has healthy liquidity.
12:03
The White House's Fraud Enforcement Task Force has enforced over $55 billion through prosecutions, settlements, and civil penalties, and secured hundreds of prosecutions and convictions. This website will allow the American public to track every action, every strike, and every dollar recovered by the government in its fight against fraud.
11:58
SpaceX CEO Elon Musk revealed the company's tentative target to have 20 gigawatts (GW) of power, cooling, and electrical infrastructure online by the end of next year to support its AI hyperscaler ambitions. This figure is nearly half of the 53 GW of new power generation capacity added to the US grid in 2025, highlighting the immense energy demands of AI build-outs. Melius Research noted this as a "clear positive" for equipment suppliers like GE Vernova and Baker Hughes, and power providers such as Constellation Energy, NextEra Energy, Vistra, and EQT Corporation. GE Vernova's Q2 earnings showed a 36% increase in order backlog to $176 billion, with its power segment orders up 134% year-on-year, while Baker Hughes' industrial energy & technology segment orders doubled year-on-year to over $7 billion.
11:57
Despite Meta Platforms' Q2 EPS missing estimates by 14% and free cash flow collapsing 91%, 55 out of 62 covering analysts still hold Buy ratings. The average 12-month price target for Meta is $768.58, implying an upside of roughly 31.84% from its current trading price of $587.94. Some analysts, such as Rosenblatt's Barton Crockett, set targets above $1,000, which would deliver approximately 70% gains, driven by Llama monetization and AI-driven ad growth.
11:57
Tesla's stock price fell 26% in July, its largest monthly decline since December 2022. Analysis indicates that despite Tesla CEO Elon Musk positioning the company as an artificial intelligence technology firm and emphasizing the future potential of its autonomous driving software and robotics businesses, slow growth has led to diminished investor interest. Furthermore, Tesla's net profit has decreased by 64% over the past three years, while revenue has only grown by 8%, indicating a poor profitability trend. This makes its high valuation more reliant on speculative bets on its AI and robotics businesses.
11:56
The proposed legislation, currently under review and not yet approved, includes measures to block military and civilian cargo tied to Israel, restrict ships linked to actions against the "Axis of Resistance," deny passage to parties owing compensation to Iran, and impose fines of up to 20% of cargo value for violations.
11:56
Argentina's Vaca Muerta shale formation has seen its unconventional oil and natural gas output reach record levels, significantly enhancing energy security across the Americas. In May 2026, shale oil production hit an all-time high of 626,077 barrels per day. By June 2026, shale oil accounted for 71% of Argentina's total petroleum output, an increase from 62% a year earlier. Over the past decade, crude oil output from Vaca Muerta has surged by 74%, and natural gas by 23%. The formation boasts geological characteristics superior to many U.S. shale plays, with an estimated breakeven price of $36 per barrel, making it highly attractive for foreign investment.
11:56
Fed Chair Kevin Warsh, presiding over his second meeting, maintained current interest rates. He reiterated in a session with Congress that he and his committee "have no tolerance for persistently elevated inflation," implying potential rate hikes if necessary, despite recent lower inflation data. Following his remarks, the Dow Jones Industrial Average dropped 840 points in one day, though the index has since recovered on rate stability.

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