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8/10
10:55
Federal Reserve Chair Kevin Warsh Completes Required Divestments
According to a government ethics filing, Federal Reserve Chair Kevin Warsh has sold all remaining financial holdings he pledged to divest upon taking office in May. He had already disposed of most assets covered by his ethics agreement, with the remaining stakes including investments with undisclosed underlying holdings, some valued at at least $100 million.
10:50
Analysts See 40% Upside in Netflix (NFLX) to $170, Citing Record Buybacks and Surging Ad Revenue
Analysts project Netflix (NFLX) shares could rise 40% to $170, despite a 37% slide over the past year. This outlook is supported by record $4.7 billion in stock buybacks in Q2 FY2026 and an expected doubling of ad revenue to $3 billion by 2026. The company's operating margin stands at 33.4%, outpacing competitors.
10:47
Lookonchain monitoring shows that on August 10, Bitcoin ETFs had a net inflow of 1,731 BTC ($111.94 million), and Ethereum ETFs had a net inflow of 29,914 ETH ($56.78 million).
Lookonchain monitoring shows that on August 10, Bitcoin ETFs saw a net inflow of 1,731 BTC ($111.94 million), and Ethereum ETFs saw a net inflow of 29,914 ETH ($56.78 million). Over the past 7 days, Bitcoin ETFs have accumulated a net inflow of 12,354 BTC ($798.68 million), and Ethereum ETFs have accumulated a net inflow of 118,521 ETH ($224.97 million).
10:44
French Trader Sucden Warns of Global Sugar Oversupply Despite Futures Rally
French trader Sucres et Denrees SA stated that the outlook for investors is being blurred by a lack of data.
10:41
Medical apparel supplier Figs (FIGS) stock rose for a fourth consecutive trading day after reporting profits that doubled expectations and a 29% increase in sales.
Figs shares rose 3.5% at 9:45 a.m. ET, extending a rally fueled by strong earnings. The company last week reported profits that were double Wall Street's expectations, with sales up 29% year-over-year to $196.6 million, and GAAP net income soaring 300% year-over-year. Although Telsey Advisory lowered its price target to $16, analysts at Barclays and KeyBanc both raised their price targets to $20, anticipating a potential 36% further upside in the next 12 months.
10:40
Federal Reserve Chairman Walsh has maintained interest rates unchanged for two consecutive meetings since taking office in 2026, and analysts believe his cautious approach may lead the Federal Reserve to postpone interest rate hikes.
Since taking office in May this year, Federal Reserve Chair Kevin Warsh has opted to maintain interest rates at two consecutive Federal Open Market Committee (FOMC) meetings. Warsh has adopted a cautious stance despite inflation rates (as of June, headline inflation at 3.5% and core inflation at 2.6%) persistently remaining above the Federal Reserve's long-term target of 2%, and a strong labor market (unemployment rate at 4.2%). He has pledged "institutional change" and established five working groups to review and improve the Federal Reserve's operations, including communication, the balance sheet, data processing, assessing the impact of new technologies, and understanding inflation drivers. The findings of these working groups are not expected until the end of this year. Analysis suggests that Warsh's cautious strategy may mean the Federal Reserve will keep interest rates unchanged for longer than market expectations, delaying any rate hikes until the working group results are released. This could reduce the headwind from rate hikes for the market this year, which would be beneficial for the stock market, but it has also raised concerns about the Federal Reserve's failure to effectively curb inflation, leading to the recent rise in the 10-year U.S. Treasury yield to 4.74%.
10:35
Report: Replicating Average Couple's $3,120 Monthly Social Security Requires $716K-$936K Portfolio
A new report indicates that matching the average U.S. couple's $3,120 monthly Social Security benefit requires a substantial personal portfolio. This figure varies based on investment strategy, with approximately $716,000 needed for 30-year Treasuries (yielding 5.23%) or $936,000 under the 4% withdrawal rule for a diversified stock and bond mix. The analysis highlights that Social Security's 2.8% annual inflation adjustment means fixed-income portfolios lose real purchasing power over time, necessitating inflation-protected securities or a larger initial balance. With the U.S. personal savings rate at 2.8%, building such a seven-figure portfolio independently is challenging for most households.
10:35
Tesla Stock Slips as Army of Fans Fails to Help It Claw Back Losses
10:32
Solana lending giant Jupiter launches new Lend v2 product, allowing users to earn twice on deposits and borrowed assets
The new Lend v2 product enables deposits and borrowed positions to simultaneously act as trading liquidity, earning interest as a loan and a share of swap fees. This is achieved through optional "Smart Collateral" and "Smart Debt" features, which automatically pair assets into correlated liquidity pools to generate trading fees and, where applicable, staking rewards.
10:30
Cloudflare CEO Says AI Agents Are 'Rewriting the Internet' as Non-Human Traffic Exceeds 50% for First Time, Q2 Revenue Up 36%
Cloudflare CEO Matthew Prince stated that the internet is undergoing a fundamental rewrite for machine-to-machine traffic, driven by AI answer engines and agent-driven commerce. The company's traffic analytics show that as of June 2026, non-human internet traffic has surpassed human traffic for the first time, with 52% of crawler requests linked to AI training, up from 22% in spring 2025. Cloudflare's second-quarter revenue climbed 36% year over year to $696.1 million, and the company raised its full-year revenue outlook to between $2.864 billion and $2.87 billion.
10:28
Energy Veteran Peter Abdo to Lead UK’s Grain LNG From October
10:27
Donald Trump says US only in "half-negotiation" with Iran
10:27
Saudi Arabia, Turkiye and Pakistan签署麦加联合防卫协议，以应对伊朗在霍尔木兹海峡的行动和地区袭击
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 Stock Gained 12% Last Week
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 Q2 Revenue Rises 15%, Adjusted EBITDA Up 5%, Board Recommends 18% Dividend Increase
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.
10:19
Shein's advisers are pitching the company to potential investors at a valuation below $30 billion, a roughly 70% drop from its peak.
10:18
U.S. natural gas futures posted their biggest gain in over two months, as hotter weather forecasts triggered short covering.
Previously, money managers were the most bearish on natural gas since 2020.
10:14
U.S. Stocks Open Flat
10:14
Sands Capital Q2 2026 Letter: AI Adoption Driving Stronger Demand for Palo Alto Networks (PANW)
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 stated in its Q2 2026 investor letter that despite Palantir's (PLTR) strong Q1 results and continued improvement in profitability, its stock price decline dragged down the fund's performance.
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.

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