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8/9
15:37
Alphabet's Google Cloud Q2 revenue surged 82% year-over-year to $24.8 billion, with operating income tripling to $8.8 billion;公司上调2026年资本支出指引至$1950亿-$2050亿
Alphabet's Google Cloud reported second-quarter revenue of $24.8 billion, an 82% year-over-year increase, while operating income more than tripled to $8.8 billion. The segment margin expanded from 20.6% to 35.5%. The company also raised its 2026 capital expenditure (capex) guidance to $195 billion-$205 billion, up from a prior range of $180 billion-$190 billion, primarily to support AI infrastructure. CEO Sundar Pichai stated that Google Cloud's momentum is driven by its integrated AI portfolio, including custom Tensor Processing Units (TPU) chips and Gemini models.
15:27
Gold Royalty Announces First Half 2026 Results: Revenue of $17.3 Million, Adjusted EBITDA of $12.6 Million, and Reaffirms Full-Year Guidance
Gold Royalty Corp. (NYSEAMERICAN:GROY) announced total revenue, gain on land agreements, and interest of $17.3 million for the first half of 2026, representing a 116% year-over-year increase; adjusted EBITDA increased by 212% to $12.6 million. Gold equivalent ounces (GEOs) grew by over 40% to 3,677 ounces. The company reaffirmed its full-year 2026 GEOs guidance of 7,500-9,300 ounces and expects GEOs to reach 28,000-34,000 ounces by 2030. As of the end of the quarter, the company held $11.3 million in cash, had no debt, and had an undrawn credit facility of $150 million.
15:26
Galiano Gold Reports Q2 Production of 34,391 Ounces, Revenue of $156.6 Million, Maintains Full-Year Guidance
Galiano Gold Inc. (NYSEAMERICAN:GAU) announced its second-quarter gold production reached 34,391 ounces, contributing to a first-half output of over 69,000 ounces, near the upper end of its previous guidance. The company reported Q2 revenue of $156.6 million, adjusted EBITDA of $78.5 million, and adjusted earnings per share of $0.09. Management maintained its full-year production guidance and projected 2026 all-in sustaining costs at $2,300–$2,600 per ounce. Additionally, Galiano increased its 2026 exploration budget to $25 million from $17 million.
15:26
Equinox Gold Raises 2026 Production Outlook to 870,000-920,000 Oz, Increases Dividend by 50% to $0.09/Share
Equinox Gold announced the updated outlook during its Q2 2026 earnings call. The company also highlighted its combination with Orla Mining, which creates a larger North American gold producer with approximately 1.1 million ounces of pro forma annual production. Additionally, CEO Darren Hall will retire, with President Jason Simpson succeeding him. Equinox Gold ended July with about $650 million in cash and approximately $1.2 billion of available liquidity.
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.”

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