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8/9
15:26
B2Gold Q2 gold production of approximately 204,000 ounces, adjusted net profit of US$41 million, Mali grants Menankoto mining permit
B2Gold announced its second-quarter results, with an adjusted net profit of $41 million, or $0.03 per share, and a negative free cash flow of $258 million. The company narrowed its full-year gold production guidance for 2026 to 820,000-920,000 ounces. Additionally, the Malian government has granted B2Gold the Menankoto mining permit, allowing it to commence pre-stripping operations in the Fekola complex, a project expected to produce over 150,000 ounces of gold annually starting in 2028. The company also returned $224 million to shareholders in the first half of the year through share buybacks and dividends.
15:23
Anthropic will make Claude Code's auto mode the default for Pro, Max, and Team accounts starting August 14
Anthropic will make Claude Code's auto mode the default for Pro, Max, and Team accounts starting August 14. The company stated that in auto mode, Claude Code will proceed with actions unless they are deemed irreversible, destructive, or outside the user's environment, reducing the need for human approval at each step. Testing showed auto mode caught 89% of harmful actions, compared to 13.6% for human review.
15:16
Apple CEO Tim Cook will step down at the end of this month, and John Ternus will take over on September 1.
Apple's current CEO, Tim Cook, will step down at the end of this month, concluding his 15-year tenure. The company's board of directors has approved John Ternus to take over as CEO on September 1st. During Cook's time as CEO, Apple's stock price achieved significant growth; it is estimated that a $10,000 investment in Apple stock when Cook took over as CEO in 2011 would now be worth approximately $241,500, or about $289,500 if dividends were reinvested. Cook also drove the global popularization of the iPhone and successfully built Apple Watch and AirPods into a $36 billion business, while growing the services division from $3 billion to a $120 billion profit center. The main task for the new CEO, Ternus, will be to lead Apple fully into the AI era, focusing on performing as much AI processing as possible on devices, and has already reached a cooperation agreement with Broadcom for custom AI accelerator chips until 2031.
15:03
Elon Musk Retweets Sawyer Merritt's Post, Congratulating the First Tesla Owner to Surpass 25,000 Miles on FSD
Elon Musk retweeted Sawyer Merritt's tweet, congratulating David Moss on being the first owner to reach 25,000 miles on the Tesla Full Self-Driving (FSD) consecutive mileage counter. This mileage is equivalent to circling the Earth once, or two years of driving for the average American. The tweet also mentioned that celebratory ribbons appeared for David Moss again after he reached the 5,000-mile milestone.
15:00
New York Times reports: World Liberty received $100 million from Guren "Bobby" Zhou, a businessman suspected of money laundering, whose source of funds is unknown.
Businessman Guren "Bobby" Zhou, who was arrested in the UK in 2021 on suspicion of money laundering and remains connected to an active investigation despite not being charged, purchased $100 million in governance tokens from World Liberty Financial (WLFI) through his company Aqua 1, the New York Times reported on Sunday. The New York Times was unable to determine the source of these funds. Up to $75 million of this payment was allocated to companies controlled by Donald Trump and his sons, according to World Liberty's revenue-sharing agreement.
14:54
IREN Limited Q3 Net Loss of $247.8M, but AI Cloud Revenue Doubles to $33.6M, Signs $3.4B Contract with NVIDIA
IREN Limited is transitioning from Bitcoin mining to an AI cloud computing company. Although the company recorded a net loss of $247.8 million in Q3 FY2026, with total revenue decreasing from $184.7 million in the previous quarter to $144.8 million, and adjusted profit (EBITDA) also falling from $75.3 million to $59.5 million, its AI cloud business revenue almost doubled from $17.3 million to $33.6 million, while Bitcoin mining revenue decreased to $111.2 million. The company has set ambitious 2026 targets, including 480 MW of AI cloud capacity, 150,000 GPUs, and $3.7 billion in annual recurring revenue. IREN has signed a five-year, $3.4 billion AI cloud contract with NVIDIA, expected to generate approximately $700 million in annual revenue, and NVIDIA has also committed to investing up to $2.1 billion. Furthermore, Microsoft remains its most important client. Despite ongoing concerns about financing and execution, hedge funds have increased their holdings in IREN, while its short interest has reached 27.09%, the highest among its peers, reflecting market doubts about its high expenditures and ability to deliver.
14:53
Marvell Technology (MRVL) Q2营收同比增长27.6%至24.2亿美元，数据中心收入增长27.2%，但净利润率降至1%，EPS下降80%至0.04美元
Marvell Technology (MRVL)公布最新季度财报，营收同比增长27.6%至24.2亿美元，其中数据中心收入增长27.2%至18.3亿美元，成为主要增长引擎。管理层上调了2027财年营收预测超5亿美元，2028财年预测上调约15亿美元至165亿美元，预计2027财年互联业务增长将超过70%。然而，公司净利润率降至1%，同比下降800个基点，每股收益（EPS）下降80%至0.04美元，显示营收增长尚未转化为强劲的股东利润。此外，第一季度末持有Marvell股票的对冲基金数量从85家降至79家，做空比例达4.34%，高于英伟达、博通和高通，反映市场对其高估值和盈利能力的担忧。
14:53
Billionaire investor Peter Andersen, who is shorting SpaceX, believes a potential Tesla-SpaceX merger would not be a solution and would make the situation "geometrically more complicated" du
Andersen, of Boston-based Andersen Capital Management, stated that adding Tesla's diverse operations to SpaceX's already complex segments (Starlink, rocket launches, AI infrastructure) would further complicate valuation. He also highlighted potential regulatory hurdles, as SpaceX is a U.S. defense contractor while Tesla has significant manufacturing ties to China. Andersen noted SpaceX's high valuation, with a price-to-sales ratio around 50x, despite its strong Q2 revenue of $7.8 billion (up 92% YoY) and narrowed net loss to $541 million. He suggested a P/S ratio around 25x would attract more rational institutional attention.
14:53
Bank of America's July Global Fund Manager Survey shows that 45% of respondents view the AI bubble as the biggest tail risk, up from 28% last month.
The ratio has replaced "second wave of inflation" as the top concern. The survey also points out that global semiconductor long positions are currently the most crowded trade in the market. Furthermore, the JPMorgan Chase warned earlier this year that the spending spree by big tech companies could evolve into a long-term investment bubble, while JPMorgan Chase Global Research estimates that the top 20 stocks in the S&P 500 currently account for approximately 50.8% of the total market capitalization.
14:31
CLEAR Secure Q2 revenue increased by 26.6% to $277.8 million, raising the full-year free cash flow guidance for fiscal year 2026 to at least $480 million.
CLEAR Secure (NYSE:YOU) announced its second quarter fiscal year 2026 results, with bookings increasing by 32.8% to $295.9 million, an adjusted EBITDA margin of 36.4%, and a record quarterly free cash flow of $189 million. Total company members grew by 30% year-over-year to 43.5 million, with CLEAR+ members reaching 8.3 million. Despite an anticipated negative free cash flow in the third quarter due to approximately $315 million in partnership liability payments, management has raised its full-year guidance.
14:16
Ford confirmed its new electric pickup Fathom is priced at $28,350, aiming for high-volume sales with its new Universal Electric Vehicle platform
Ford confirmed on August 6 that its new electric pickup, the Fathom, will be priced at $28,350. The vehicle is smaller than the F-150 but designed for families, and is the first to use Ford's new Universal Electric Vehicle platform. The company has invested approximately $5 billion in the truck, which also comes equipped with hardware for BlueCruise, with Level 3 autonomous driving expected on the platform by 2028. This strategy aims to replicate the success of the affordable Maverick pickup and avoid the pricing issues faced by the F-150 Lightning.
14:15
AI models ChatGPT and Claude offer differing advice on current cryptocurrency investments: ChatGPT prefers Bitcoin, while Claude is optimistic about Ethereum, with both ranking XRP last.
ChatGPT believes Bitcoin, with its $1.3 trillion market dominance and deep institutional foundation, is the best buy. Claude, on the other hand, favors Ethereum, citing its staking yield and untapped institutional funding potential. However, both models rank XRP last, primarily due to its continuously shrinking ETF inflows, which were $131.94 million in May but only $1.01 million so far in August, and its future being highly dependent on the passage of the CLARITY Act.
14:15
The Motley Fool analysis suggests investing in S&P 500 ETFs is a simple, low-risk path to becoming a stock market millionaire, citing the index's nearly 11% annualized gain since 1990.
The Motley Fool analysis suggests investing in S&P 500 ETFs is a simple, low-risk path to becoming a stock market millionaire, citing the index's nearly 11% annualized gain since 1990. The analysis highlights the Vanguard S&P 500 ETF (VOO) as the most popular, managing $1.7 trillion in assets with a 0.03% expense ratio.
14:10
Hungarian Central Banker Touts Benefits of Joining Euro Area
Hungary’s central bank renewed its support for the government’s efforts to meet conditions for joining the euro area, stating that it would benefit the country's economy.
14:04
Analysis indicates that SK Hynix ranked first in HBM market share in Q1 2026 with 56.4%, and its Q2 revenue reached $55 billion.
An analysis report indicates that South Korean chip giant SK Hynix holds a leading position in the artificial intelligence (AI) memory market. According to IDC market data, SK Hynix ranked first in the high-bandwidth memory (HBM) market share in Q1 2026 with 56.4%, and second in both DRAM and NAND flash revenue market shares. The company's Q2 financial report showed revenue reaching 79.3 trillion Korean Won (approximately 55 billion USD) and operating profit of 60.54 trillion Korean Won, with a high-profit margin of 76%. Despite strong performance, SK Hynix's stock price experienced a sell-off due to failing to meet high market expectations, but the analysis suggests this presents a buying opportunity for investors.
13:59
Coinbase CEO Brian Armstrong reposts his Chief Policy Officer Faryar Shirzad's post, citing former Defense Secretary Mark T. Esper's view that the Clarity Act is a national security bill and
Coinbase CEO Brian Armstrong reposted a post by his Chief Policy Officer Faryar Shirzad, which quoted former Defense Secretary Mark T. Esper stating that “The Clarity Act, now before the Senate, is not merely a financial services bill. It is also a national security bill, and it should be understood as such and passed with urgency.”
13:54
Analysis indicates that the Vanguard Dividend Appreciation ETF (VIG) possesses long-term investment value, with its volatility over the past decade being lower than the S&P 500 and outperforming most peer funds.
An article from Yahoo Finance analyzes that the Vanguard Dividend Appreciation ETF (VIG) is a suitable dividend ETF for long-term investment. The fund's annualized volatility and maximum drawdown were both lower than the S&P 500 index over the past decade ending August 4. Furthermore, only four U.S. domestic dividend ETFs outperformed VIG over the ten-year period ending July 31.

VIG tracks the S&P U.S. Dividend Growers Index, which screens for stocks that have increased dividends for at least ten consecutive years and excludes high-yield stocks to avoid "yield traps." The ETF is also known for its flexibility, allocating 26.3% of its weight to technology stocks, allowing it to benefit when tech stocks lead the market. VIG's annual expense ratio is only 0.04%, significantly lower than the category average of 0.72%.
13:54
Fundstrat co-founder Tom Lee predicts Ethereum (ETH) could reach $250,000, citing its strategic roadmap and potential as the blockchain of choice for AI agents and Wall Street's real-world a
Lee, also chairman of Bitmine Immersion Technologies, believes Ethereum's ongoing transformation, which he refers to as "ETH 2.0," will deeply embed it into Wall Street's core IT infrastructure. He points to Ethereum's recent outperformance against the Nasdaq-100 and Bitcoin in July as a potential precursor to a massive bull market rally. However, the article also cautions investors to take the $250,000 price target with a grain of salt, noting that Ethereum is still down nearly 40% for the year and faces internal dissension within the Ethereum Foundation.
13:38
Victory Capital CEO's stock units vested after company shares hit first performance target, leading to sale of 58,056 shares for tax obligations
Victory Capital Holdings Inc. (NASDAQ: VCTR) Chairman and CEO David Craig Brown sold 58,056 shares on August 5, according to an SEC Form 4 filing. This disposition was due to tax withholding obligations following the vesting of performance-based restricted stock units. The vesting occurred because the company met the first of four stock price performance hurdles outlined in its 2018 Equity Plan. Despite the sale, Brown retains over 2.3 million direct shares and 442,586 derivative securities subject to future vesting criteria. The company's stock had gained 44% as of the August 5 transaction date, closing at $106.79 on August 6.
13:28
Rivian announced its second-quarter earnings: revenue increased by 27% year-over-year to $1.66 billion, deliveries exceeded expectations, and the full-year delivery outlook was raised.
Electric vehicle manufacturer Rivian announced its second-quarter earnings, showing a 27% year-over-year increase in revenue to $1.66 billion. Deliveries for the quarter reached 12,194 vehicles, exceeding management's previous guidance of 9,000 to 11,000 units. As a result, Rivian raised its full-year delivery outlook to 65,000 to 70,000 vehicles, up from the prior 62,000 to 67,000. The company reported a consolidated gross profit of $179 million in the second quarter, with a gross margin of 11%. Additionally, Rivian began customer deliveries of its R2 model on June 9. The company anticipates an adjusted EBITDA loss of $1.8 billion to $2.0 billion for the full year and plans capital expenditures of $1.7 billion to $1.8 billion. As of the end of June, the company held $5.3 billion in cash and short-term investments, and further bolstered its funds through an equity sale in early July.
13:16
Usana Health Sciences stock plunged 30% this week after Q2 results missed analyst estimates and company issued disappointing guidance
The company reported adjusted earnings of $0.07 per share on sales of approximately $223 million for the second quarter, falling $0.50 below analyst EPS estimates and $12 million short on revenue. Usana also announced a $29 million goodwill impairment charge on its Hiya business, leading to a revised full-year forecast of an $11 million loss, down from previous guidance of $20 million to $27 million profit. Full-year sales guidance was also lowered from $925 million-$1 billion to $910 million.
13:16
Magnite产品与运营总裁Katie Seitz Evans出售2万股公司股票，仍持有价值1208万美元股份
Magnite（NASDAQ:MGNI）产品与运营总裁Katie Seitz Evans于8月6日出售了2万股公司股票，交易价格为每股24.00美元。此次出售是根据其于2025年8月28日设立的10b5-1交易计划执行的衍生品行权后操作。交易完成后，Evans仍直接持有496,840股普通股，截至8月6日收盘，价值约1208万美元。
13:03
Trump says they are "low-keying it" with Iran, stresses Tehran's economic pain in Axios interview
13:01
PENGU (Pudgy Penguins) saw a trading volume of $1.65 million in the past hour (12.1 times the average for the same period in the last 7 days), currently trading at $0.006786.
13:00
USDG (Global Dollar) saw a trading volume of $3.83 million in the past hour (28.9 times the 7-day average for the same period), currently trading at $1.001.
12:56
MicroStrategy (MSTR) Bitcoin sell-off may be ending as its preferred stock (STRC) has rebounded 35% from its June low to $95.18, nearing the $100 target to resume Bitcoin purchases.
MicroStrategy previously sold Bitcoin at an average price of approximately $64,000 to fund preferred stock dividends, which was a 15% loss compared to its average cost of $75,000. The company has shifted its business model from a "Bitcoin treasury company" to a "digital credit framework," prioritizing debt repayment. Last week, MicroStrategy sold 1,638 Bitcoin, raising $104.7 million to bolster its USD reserves. On-chain data shows that another 1,030 Bitcoin (approximately $66.14 million) were transferred this Wednesday, with official confirmation pending. The company has stated that it will not resume Bitcoin purchases until its preferred stock STRC returns to its par value of $100.
12:55
Analysis suggests Shopify is poised to be the biggest winner in agency-model AI commerce, with AI-driven orders and traffic tripling year-over-year in Q2.
Yahoo Finance analysis indicates that Shopify is poised to become the biggest winner in agentic AI commerce by simplifying billions of products into an AI-ready database through its Shopify Catalog and the Universal Commerce Protocol (UCP), co-developed with Google and others. The company saw a threefold year-over-year increase in AI-driven orders and traffic in Q2, and a 3.6x increase in the usage of its Sidekick AI assistant among merchants. Additionally, Shopify's Q2 revenue grew 34% year-over-year to $3.58 billion, surpassing analysts' expectations of $3.45 billion; Gross Merchandise Volume (GMV) increased 32% year-over-year to $115.57 billion. The company anticipates revenue growth of approximately 30% and gross profit growth of 25% to 29% in Q3.
12:55
Magnite repurchased $28 million of stock in the most recent quarter, while insider Sean Patrick Buckley sold 67,179 shares on August 6 via a pre-arranged trading plan.
The insider sale, valued at approximately $24.49 per share, was conducted under a Rule 10b5-1 trading plan established on September 10, 2025, indicating that the timing and volume of the transaction were predetermined and not a reaction to recent market events. Furthermore, Magnite has raised its full-year outlook.
12:55
Gartner (IT) stock surged 22.9% this week after reporting better-than-expected second-quarter results, raising its full-year earnings and free cash flow guidance, and increasing its share repurchase authorization by $500 million.
Gartner's adjusted earnings per share for the second quarter were $4.37, with revenue of approximately $1.7 billion, both exceeding Wall Street analysts' expectations. The company raised its full-year adjusted EPS guidance from $13.25 to $14 and its free cash flow guidance from $1.16 billion to $1.185 billion. The board of directors also approved an additional $500 million in share repurchase authorization.
12:33
Vanguard's S&P 500 ETF (VOO) offers the same portfolio as its mutual fund (VFIAX) but without the $3,000 minimum investment and avoids a ~$75 fee charged by some brokers like Fidelity for VF
The article highlights that VOO, an ETF, tracks the same S&P 500 index with identical holdings and nearly identical performance as the VFIAX mutual fund. VOO also features a slightly lower expense ratio of 0.03% compared to VFIAX's 0.04%. For investors holding accounts outside Vanguard, VOO avoids transaction fees that can be applied to VFIAX purchases by other brokerages, offering immediate savings.

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