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8/10
10:27
沙特阿拉伯、土耳其和巴基斯坦于周五签署了《麦加联合防卫协议》,规定对其中任何一国的武装袭击将被视为对所有三国的袭击。此举旨在应对伊朗在霍尔木兹海峡采取的行动以及其通过代理人对沙特阿拉伯发动的袭击。此前,美国官员曾表示伊朗和阿曼可能就重新开放霍尔木兹海峡达成协议,但伊朗伊斯兰革命卫队拒绝了这一说法,坚持海峡的重新开放取决于美国接受伊朗的条件。该协议将沙特阿拉伯与北约第二大军事力量(土耳其)和拥有核武器的巴基斯坦联系起来,预计伊朗可能会通过代理人测试该协议。埃及也与该集团关系密切,并可能加入该协议。
10:24
Nvidia (NVDA) stock advanced 12% last week, wavering at the start of this week. The company has a market capitalization of $5.4 trillion.
10:24
Kaspi.kz (NASDAQ:KSPI) reported its second-quarter results, with net income remaining flat due to higher funding costs, National Bank reserve requirements, and investments in Türkiye. E-commerce was a key growth driver, with marketplace GMV increasing 15% year-over-year. The company also launched its AI shopping assistant, Kasper, in Kazakhstan and plans to expand its capabilities. Kaspi.kz is preparing for its Türkiye expansion, having completed the acquisition of Rabobank A.Ş. and planning to invest approximately $300 million ahead of launching consumer and merchant financial products in 2027. Management reiterated its full-year targets, including roughly 20% GMV growth, 15% TPV and loan-portfolio growth, and 15% adjusted EBITDA growth.
10:18
Previously, money managers were the most bearish on natural gas since 2020.
10:14
Investment management firm Sands Capital stated in its Q2 2026 investor letter that Palo Alto Networks (PANW) was a key contributor, supported by robust results and investor confidence in cybersecurity demand. The firm noted that rapid AI adoption is expanding enterprise attack surfaces, increasing the need for scaled cybersecurity platforms. PANW shares gained 10.16% over the past month and 116.36% over the past 52 weeks, closing at $363.86 on August 7, 2026.
10:08
Sands Capital noted that Palantir's stock price reaction may reflect the market's high expectations and ongoing debate regarding its valuation and competition from AI labs, rather than a deterioration in the company's fundamentals. The fund remains confident in Palantir, believing its platform is closely tied to enduring growth themes such as defense modernization, reindustrialization, energy construction, and space, and can translate AI demand into profitable growth. Palantir closed at $172.01 in Q2 2026, up 32.27% for the month, but down 5.84% over the past 52 weeks.
10:08
Sands Capital, in its latest letter to investors, noted that SanDisk Corporation (SNDK), an American provider of flash memory and and storage technology, is considered one of the critical AI bottlenecks because proxy AI systems need to access, process, and retain large amounts of context when handling more complex tasks. SanDisk Corporation (SNDK) has seen its stock price rise by 2,695.04% over the past 52 weeks, reaching a market capitalization of $176.98 billion.
10:01
Hung added that gold and private markets are anchoring many portfolios, noting the US economy is in good shape.
10:01
Cybersecurity platform Immunefi stated that confirmed bug reports increased by 18% during the month. The firm's analysis also indicated that its bug bounty competitions were more effective at identifying critical vulnerabilities than traditional tier-1 audits, finding an average of 6.2 serious bugs per engagement compared to 1.5 for tier-1 audits. Additionally, the cost of identifying a critical bug averaged $6,548 in a competition, significantly less than about $66,000 in a private tier-1 audit.
09:54
Bitmine Immersion (BMNR), the largest holder of Ethereum, purchased 7,391 Ethereum last week, valued at approximately $14.2 million, bringing its total holdings to over 5.8 million Ethereum, which accounts for about 4.8% of the total Ethereum supply. This was the company's smallest single-week purchase this year, significantly lower than previous weekly acquisitions of over 100,000 coins. Tom Lee, Chairman of Bitmine, stated that after approaching its goal of holding 5% of the total Ethereum supply, the company will slow down its cryptocurrency accumulation and shift towards stock buybacks. Last week, Bitmine repurchased 3 million shares of its stock, valued at approximately $50 million to $58 million. Since July, the company has repurchased 19.1 million shares. Lee also noted that although the CLARITY Act failed to secure a Senate vote before the August recess, financial markets are more focused on recent weak inflation and employment data. He anticipates that the probability of the Federal Reserve raising interest rates at its September meeting has decreased from 75% two weeks ago to 40%, and these looser financial conditions will benefit the crypto market.
09:53
Japan's Sumitomo Corporation has acquired a 33.3% stake in the UK Gwynt Glas offshore wind project. The project is being developed by EDF Power Solutions UK and Ireland and Electricity Supply Board (ESB) in the Celtic Sea off the coast of the UK, with a planned generation capacity of up to 1.5GW. This investment marks Sumitomo Corporation's first foray into floating offshore wind projects, aligning with its goal to accelerate investment in overseas energy solutions as outlined in its 2026 Medium-Term Management Plan.
09:51
US stock futures are lower during Monday's premarket session, with contracts on the S&P 500 index and Nasdaq 100 index both down 0.1%. Investors are gearing up for the final stretch of earnings, with chipmakers like Applied Materials Inc., Lumentum Holdings Inc. and Cisco Systems Inc. set to report in the coming days, which could provide insights into chip valuations. The focus also remains on inflation data.
09:49
The "Summary of Opinions" from the Bank of Japan (BOJ)'s Monetary Policy Meeting on July 30-31, released on August 10, revealed intense early calls for interest rate hikes within the committee, including strong statements such as "the pace needs to be accelerated" and "it is imperative to clearly communicate to the market the intention to guard against upside risks to prices." Previously, Bank of Japan (BOJ) Governor Kazuo Ueda had already sent strong signals for a September rate hike at a press conference on July 31, which led to the first joint currency market intervention by Japan and the United States on that day. U.S. Treasury Secretary Besant publicly stated on August 4 that the U.S. participation in the intervention was "very optimistic about the direction of Japan's policy," further strengthening market expectations for a Bank of Japan (BOJ) rate hike in September. Market pricing currently indicates that the probability of a rate hike at the September 17-18 meeting has exceeded 60%.

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