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8/9
07:27
Israel Rejects Donald Trump's 15-Point Gaza Peace Plan, Netanyahu Says IDF Will Not Withdraw Until Hamas Is Fully Disarmed
07:13
Yemeni Army Warns Houthis and Announces Retaliatory Military Operations Following Escalation of Attacks
06:15
US Mortgage Rates on August 9: 30-year fixed rate falls 14 bps to 6.51%, 5/1 ARM drops 28 bps to 6.37%, while 15-year fixed rate remains at 6.01%
06:15
United Bank offers an 18-month CD with an annual percentage yield (APY) of up to 4.35%, the highest available today (August 9, 2026).
06:02
Northeast Securities Analyst: The profit distribution pattern of the China-US AI industry chain is being reshaped, with upstream hashrate realizing scarce dividends and midstream models becoming commoditized.
Song Xinzhu, an analyst at Northeast Securities, pointed out in her analysis of the Token economy industry chain that the mismatch between the rapid increase in large model hashrate and the slow monetization is reshaping the profit distribution pattern of the global AI industry chain. Currently, profits are entering financial statements in the order of upstream, midstream, and downstream: the upstream hashrate infrastructure is the first to realize scarcity dividends, the midstream model layer is deeply mired in deflation caused by the commoditization of same-generation capabilities, and the downstream application layer is benefiting from the hashrate price reduction. Although the daily Token call volume in the Chinese market has surged by more than a thousand times, the annual revenue of public cloud MaaS in 2025 will only remain at the 3 billion yuan level. In the ultimate flow of premium, the incremental value of AI in the United States is being deposited in a high-priced software subscription system, while the low-priced Token dividends in the Chinese market are directly overflowing to the application layer.
05:47
Michael Saylor states BIP-110, with ~0.15% of Bitcoin's hashpower, needs ~25 years to reach its first difficulty adjustment, emphasizing that forks are irrelevant without security, utility,
Michael Saylor states BIP-110, with ~0.15% of Bitcoin's hashpower, needs ~25 years to reach its first difficulty adjustment, emphasizing that forks are irrelevant without security, utility, capital, and users.
04:30
Market Analysis: Investors injected over $11 billion into semiconductor ETFs last week after AI hedge fund Bitcoin triggered a chip stock pullback, Bitcoin ETFs saw $500 million in net inflows
Market analysis indicates that despite the AI hedge fund Situational Awareness's liquidation, which caused the Philadelphia Semiconductor Index to drop 29% from its June high, investors viewed it as a buying signal, injecting over $11 billion into semiconductor-related ETFs last week. During the same period, high-yield bond funds saw a net inflow of $4 billion, the highest weekly total in two years, and Bitcoin ETFs also recorded a net inflow of $500 million. Bank of America's Bull & Bear Indicator has risen to its highest level since 2021, signaling a complete shift to optimistic market sentiment.
04:14
Moore Threads' H1 revenue surged 147.42% year-on-year to 1.736 billion yuan, with net loss narrowing by 95.73% to 11.56 million yuan, and plans to issue H-shares for a Hong Kong listing.
Moore Threads' semi-annual financial report for 2026 shows that the company's revenue achieved significant growth, driven by the dual catalysts of booming domestic hashrate demand and the accelerated deployment of ten-thousand-card intelligent computing clusters. At the same time, to ensure supply chain stability, the company proactively increased inventory, resulting in a net outflow of cash from operating activities.
04:11
Saudi Arabia reports fire extinguished at Aramco facility in Jizan, no casualties
The Saudi Energy Ministry stated the blaze broke out early Sunday. Yemen's Iran-backed Houthi group claimed responsibility for the incident, stating it targeted the Aramco refinery in Jizan with a drone.
03:47
Coinbase reports degraded performance for its prediction markets
03:14
Israel announces tenders for 627 settlement units in occupied West Bank
Israeli authorities have issued tenders for the construction of 627 new housing units in the Kochav Yaakov settlement in the occupied West Bank. The Palestinian Colonization and Wall Resistance Commission (CRRC) warned that the move aims to deepen the separation between Jerusalem and its Palestinian surroundings. The Israel Land Authority has set November 30 as the deadline for construction companies to submit their bids. UN Secretary-General Antonio Guterres has repeatedly stated that Israeli settlements have no legal validity and constitute a flagrant violation of international law.
01:11
Controversial Bitcoin fork BIP-110 mined only two blocks before stalling, facing low hashpower and potential transaction replay risks
The fork, which occurred on Saturday at block 961,632, inherited Bitcoin's mining difficulty but operates with a tiny share of hashpower. This has resulted in blocks being hours apart, with the chain needing 350 days to complete the 2,016 blocks required for a difficulty adjustment. Only 2.53% of blocks signaled for BIP-110, far below the 55% needed for activation without a split. Both the main Bitcoin chain and the BIP-110 chain still accept identical transactions, raising concerns about a novel attack method where transactions on the fork could be replayed on the main chain.
00:23
Investors return to European stocks as strong earnings lift Iran war gloom
Companies in the Stoxx Europe 600 are on track to deliver a 22% increase in profits in the second quarter.
00:00
Next week's tech industry catalysts: humanoid robot unicorn Unitree Robotics' STAR Market IPO subscription, GooglePixel 11 launch event integrating the Gemini ecosystem.
Next week, the tech industry will see multiple catalytic events. Unitree Robotics, a unicorn in humanoid robots, will conduct its STAR Market IPO subscription on Monday, August 10, which is considered the most anticipated IPO of the year. Google will host its Made by Google launch event in New York on August 13 at 06:00, unveiling the new Pixel 11 series. All models will feature the TSMC 2nm Tensor G6 processor and deeply integrate the Gemini ecosystem. Additionally, NVIDIA CEO Jensen Huang will meet with LG Group Chairman at its Silicon Valley headquarters during the week of August 10, potentially discussing details on embodied AI, smart factories, and LG's procurement of Blackwell GPUs.
00:00
Next week's earnings season: Chinese concept stocks such as Tencent, JD.com, SMIC, and US AI infrastructure giants will densely release earnings reports.
Next week will be the most intensive week for interim reports of Chinese concept stocks, with Tencent Holdings (August 12, 20:00) and JD.com (August 13, 20:00) leading the release of their Q2 earnings reports. The market will focus on their AI capital expenditure, recovery of the gaming business, and commercialization progress of Video Accounts. On the A-share side, companies such as SMIC (after market close on August 13), Hua Hong Semiconductor, Hygon Information, and Kweichow Moutai will also release their reports. US tech earnings reports will be highly concentrated on the AI infrastructure chain, with leading optical module company Lumentum, AI hashrate leasing company CoreWeave, Super Micro Computer, Cisco, Coherent, and Applied Materials continuously releasing their financial reports, forming a stress test for the entire AI infrastructure chain.
00:00
Next week's highlight: US July CPI data to be released, directly impacting expectations for the Federal Reserve's September rate cut path.
Next week (August 10-16) in macroeconomics, the US July CPI data will be released on August 12, followed by PPI data on August 13. CPI data is considered a key factor directly pricing the Federal Reserve's September rate cut path. Reports suggest that if inflation data is hotter than expected in the coming weeks and market expectations for rate hikes increase, Federal Reserve Chairman Walsh is prepared to raise rates at the September interest rate decision. Additionally, the Reserve Bank of Australia will announce its interest rate decision on August 11, with market expectations for it to remain on hold; the Bank of Japan (BOJ) will also release the summary of opinions from its July monetary policy meeting on August 10.
8/8
23:18
China's July Inflation Cools to Slowest Pace Since January as Iran War Impact Ebbs
22:55
SK Hynix plans to launch a shareholder return program of approximately $71 billion, with about 40% allocated to share buybacks.
According to the Korean newspaper "Hankook Kyungje," SK Hynix is planning a shareholder return program totaling approximately 100 trillion Korean Won (about 71 billion USD), of which about 40 trillion Korean Won (approximately 2% of total equity) will be used for share repurchases. This move is seen by the market as a substantial hedge against the equity dilution caused by the company's issuance of new shares for its American Depositary Receipts (ADR) offering in the United States. The company has stated that it is studying additional shareholder return programs to enhance shareholder value, and the specific details will be determined and announced in the third quarter.
22:23
Trump gets immigration victory as federal judge clears path to end Haiti TPS following Supreme Court ruling
22:17
U.S. Vice President Vance stated that the U.S.-Iran conflict has entered the "mid-game," and Iran has put forward six conditions for reopening the Strait of Hormuz.
U.S. Vice President Vance stated in an interview with Fox News on August 8 that the U.S.-Iran conflict has entered its "mid-game," and that the U.S. is employing a comprehensive approach involving diplomatic, economic, and military means, while also focusing on increasing oil and gas shipments through the Strait of Hormuz. On the same day, Iran's Supreme National Security Council Secretary, Zolgadr, presented six conditions to the U.S. as prerequisites for reopening the Strait of Hormuz. These conditions include never threatening Iran, ending all aggression, lifting the maritime blockade, withdrawing military forces, compensating for war damages, lifting all sanctions, and unconditionally unfreezing all frozen assets. According to CNN, U.S. Chairman of the Joint Chiefs of Staff, Dan Kaine, is privately seeking an "exit strategy" for the Iran conflict, citing limited effectiveness of airstrikes and dwindling ammunition stockpiles.

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