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11:29
The Nasdaq index rose 1.3% today, now at $26,690.80
11:29
The White House has submitted several personnel nominations to the Senate, including Assistant Secretary of Transportation and ambassadors to multiple countries.
11:29
Teradyne (TER) and Credo Technology (CRDO) Bounce From July Chip Sell-Off, Setting Up in Bases
11:19
Investor David Gardner reiterated his "rule-breaker" stock investment signal on X, suggesting that companies difficult to categorize might represent future opportunities.
The Motley Fool co-founder David Gardner reiterated his favored investment signal on social media X: when experts struggle to categorize a company into a specific industry, it might mean they are "looking at the future with past taxonomies." He pointed out that this classification confusion often signals an opportunity, as such companies might be creating their own categories, becoming leaders and pioneers in emerging industries. The article cited Amazon, Tesla, NVIDIA, and Palantir as examples, illustrating how these companies faced classification challenges in their early stages but ultimately transcended traditional definitions and achieved significant growth.
11:19
NY Fed: US Consumers' Inflation Expectations for July Show Little Change
The Federal Reserve Bank of New York's latest Survey of Consumer Expectations report indicates that Americans' outlook for inflation in July was largely unchanged from the prior month. Consumers now expect inflation a year from now to be 3.6%, a slight decrease from June's 3.7%. Expectations for inflation three and five years out remained steady at 3.3% and 3% respectively. The report also noted that households upgraded their assessments of current and future financial situations, while expectations for home price growth held steady at 3.2%.
11:18
Halozyme (HALO) Stock Rockets to a Record High
The surge is attributed to its newer Enhanze-tied products, which are beginning to drive incremental growth. Enhanze is a drug delivery platform that allows large volumes of intravenous medications to be delivered via subcutaneous injection by breaking down a key skin barrier. This comes despite a looming patent expiration in 2029.
11:18
24/7 Wall St. forecasts McDonald's (MCD) stock to reach $317.25 by year-end, implying 15.65% upside
The analysis by 24/7 Wall St. assigns a Buy rating with 90% confidence to McDonald's (MCD), projecting a year-end price target of $317.25. This comes as MCD's stock has slid 11% year-to-date to its current $274.31 (as of August 5). The report notes that CEO Chris Kempczinski admitted Q2 execution failures, with U.S. comparable sales turning negative in July, making the September Investor Day a critical moment for the company's outlook.
11:18
Suntex Enterprises (SNTX) Signs Construction Management Agreement with Airtopia Group for Projects Valued at $60 Million to $84 Million Over the Next 18 Months
Suntex Enterprises (USOTC:SNTX) announced that it has signed a definitive construction management agreement with Airtopia Group, a subsidiary of Lelantos Holdings (USOTC:LNTO). This agreement establishes a framework for development projects valued between $60 million and $84 million over the next 18 months, aiming to expand Suntex's commercial construction business. Initial projects are planned for Roswell, New Mexico, and Bedford, Texas. However, this agreement establishes a framework, and specific projects will still require separate work orders, permitting, and execution.
11:10
Polymarket moves to time-weighted prices to combat 'five-second trick' manipulation that allowed traders to drain millions
The prediction market is implementing time-weighted average prices (TWAP) after on-chain analysts and researchers identified hundreds of accounts whose activity was consistent with settlement manipulation. A study found that 821 accounts made $8.2 million in likely manipulated settlement windows, primarily at the expense of retail traders. The new mechanism will use a 30-second average for five-minute markets and a 60-second average for 15-minute and four-hour markets, with data delivered via Chainlink Data Streams.
11:07
Atlassian股价飙升34%，Twilio上涨27%，Cloudflare上涨9%，软件股因强劲业绩和上调展望而大涨
Atlassian、Twilio和Cloudflare在公布强劲的季度业绩并上调增长展望后，股价分别飙升34%、27%和9%。其中，美国银行将Atlassian评级上调至“买入”，目标价上调至175美元；高盛将Cloudflare目标价上调至389美元；美国银行也将Twilio目标价上调至270美元。此外，弱于预期的7月就业报告降低了9月加息预期，为科技成长股提供了有利的市场背景。
11:07
Analysis highlights Palantir's Q2 revenue growth of 93% and a 149% surge in U.S. commercial revenue, with stock up 30% post-earnings.
A recent analysis suggests that Palantir's strong second-quarter performance, which saw its overall revenue grow by 93% and U.S. commercial revenue jump by 149%, has led to a 30% increase in its stock price after the earnings report. CEO Alex Karp attributes America's lighter regulatory touch to its decisive AI advantage over Europe. However, the analysis also raises concerns that the post-earnings rally might have already priced in Palantir's first-mover advantage, which could erode faster than anticipated as competitors catch up.
11:03
Sweetgreen (SG) shares tumble 13.2% after Q2 earnings miss estimates and company cuts full-year guidance
The fast-casual salad chain reported a Q2 GAAP loss per share of $0.22, worse than the consensus estimate of a $0.12 loss, and revenue of $192.7 million, missing the $194.5 million consensus. Same-store sales fell 6.2%. Sweetgreen attributed the guidance cut to the impact of a cyclospora outbreak, which began in mid-July, despite not being directly affected by it. The company now expects a full-year same-store sales decline of 7%-8% (previously 2%-4% decline) and an adjusted EBITDA loss of $23 million-$27 million (previously $1 million-$6 million profit).
11:02
Crypto firms are building a new growth engine by turning AI agents into users of crypto wallets, stablecoins, and payment networks.
Companies like Kraken, Coinbase, and Circle are developing infrastructure tailored for AI agents, including apps for market monitoring and trade execution, tools for natural language crypto trading, and dedicated blockchains like Circle's Arc. This shift aims to leverage stablecoins and smart contracts for automated, machine-to-machine commerce, reducing reliance on traditional banking systems.
11:02
Yahoo Finance article recommends Amazon (AMZN) as a top stock to invest in, citing its 20% net sales growth and recent all-time high.
The article highlights Amazon's accelerating business, with its AWS cloud-hosting segment growing 37% and generating over half of its operating profit, alongside its strong e-commerce performance and AI investments.
11:02
Antipodes Global Strategy exited its position in Brazilian pulp producer Suzano (SUZ) in Q2 2026.
The fund stated in its Q2 2026 investor letter that it exited Suzano S.A. (NYSE:SUZ) due to an oversupply of pulp threatening returns, leading to a narrowing margin of safety. Fund management expressed uncertainty about pulp prices returning to highs above $700 per ton, believing that new capacity would create pressure without significant supply cuts. Suzano's export pulp price in Q1 2026 was $562 per ton, and pulp EBITDA decreased by 11% year-over-year.
10:58
Maine's pension deduction is reduced dollar-for-dollar by Social Security received, potentially increasing state tax on other retirement income.
While Maine exempts Social Security benefits from state income tax, its pension income deduction, capped at $49,824 per person for 2026, is directly offset by the amount of Social Security benefits received. For example, receiving $30,000 in Social Security would reduce the available pension deduction to $19,824, thereby exposing more pension or traditional IRA income to state taxation. This interaction means that delaying Social Security to receive higher benefits could further diminish the pension deduction, a dynamic that retirees should consider as it may not be unique to Maine.
10:57
Hungary's Prime Minister stated that drought and nuclear power plant shutdowns would have a "huge" impact on the economy, with weather-related losses expected to exceed 500 billion forints by 2026.
Hungarian Prime Minister Peter Magyar said the country is facing a drought in its agricultural heartland and a potentially prolonged disruption to nuclear power production, which will have a "huge" impact on the economy. He told reporters on Friday that weather-related losses, including earlier frost, are expected to exceed 500 billion forints (about $1.6 billion) in 2026, higher than in the drought-affected year of 2022.
10:57
International gold prices have surged by $300 in a few days; analysis suggests it's experiencing a short squeeze and the rally may be far from over.
Wallstreetcn analysis points out that within just a few trading days, international gold prices have surged by approximately $300, completely reversing the previous volatile consolidation pattern. The market is experiencing a typical "short squeeze" rally. The main forces driving this round of increase are CTA trend trading funds covering their short positions due to stop-losses, the realization of a weaker dollar expectation, and a large amount of speculative capital that has not yet completed position rebuilding. Although short-term technical indicators are clearly overbought, market participants believe that the easiest "catch-up rally" of this round has ended, and a new round of increases truly driven by funds chasing the rally might have just begun. In addition, renewed strong central bank gold purchases also provide long-term support for gold.
10:51
Antipodes Partners Reduces Workday (WDAY) Position Due to AI Disruption Concerns, Despite Strong Cash Flow
Antipodes Partners, in its Q2 2026 investor letter, stated that it has reduced its position in enterprise software company Workday (NASDAQ:WDAY). The firm noted that AI poses disruptive concerns to Workday's business model, as agent-based AI could reduce the number of employees in finance and human resources functions, presenting a structural challenge to Workday's seat-based pricing model. Simultaneously, AI-driven cost pressures and defensive spending are compressing margins. Workday's FY2027 guidance anticipates a slowdown in revenue and profit growth. Although the Workday platform continues to generate significant cash, with full-year free cash flow growing 27% to $2.78 billion and subscription backlog increasing 12% to $28.1 billion, the firm believes that a modest adjustment to position size is prudent given the structural concerns and broader uncertainties.
10:48
Lookonchain: BlackRock has seen 4 consecutive trading days of BTC net inflows, totaling 9,269 BTC ($604M)

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