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8/10
13:30
Cognex CFO Dennis Fehr said the machine vision company's Q2 revenue reached approximately $290 million, a quarterly record; Q3 revenue guidance is $310 million, potentially setting another new high. The company's adjusted EBITDA margin rose from 17% in 2024 to 32% in the latest quarter, with a Q3 guidance midpoint of 33%. Fehr views AI as a growth catalyst rather than a competitive threat, and its OneVision platform has been widely adopted by customers. Additionally, the company is seeking to cut $35 million in costs annually and expects operating expenses to remain controlled after 2026. Despite cost pressures from rising memory chip prices, the company anticipates offsetting the impact through pricing measures.
13:25
The analysis indicates that while shareholders hope the retail giant will raise its full-year guidance, relying on such an expectation is not a sufficient reason to purchase the stock. Walmart's Q1 2027 results showed global online sales grew by 26% and advertising revenue increased by 37%, but the company previously faced higher fuel costs and stress on lower-income consumers, leading to a cautious Q2 outlook. The report suggests Walmart is a long-term investment due to new revenue sources and its status as a Dividend King, having increased payouts for over 50 consecutive years.
13:25
On Monday, the S&P 500 index edged up 0.05%, maintaining its record high set on Friday, while the Dow Jones Industrial Average fell 0.13% and the Nasdaq Composite index declined 0.19%. Market movements were minimal, with all three indexes fluctuating less than 0.4%. Brent crude oil climbed past $86 per barrel, driving the United States Oil Fund (USO) up 5.3%, as reports indicated that progress on reopening the Strait of Hormuz stalled after Iran raised new demands and Houthi forces attacked a Red Sea port. Among individual stocks, Microsoft rose 2.1%, Amazon added 2%, and Meta Platforms gained 1.3%. Conversely, 英伟达 fell 2%, losing approximately $104 billion in market value amid reports of potential cuts to high-bandwidth memory chips in future AI accelerator designs. Apple also declined 2% due to component cost concerns. Investors are now looking ahead to Wednesday's Consumer Price Index
13:14
The Japanese Yen (JPY) rose to 158.93 against the US Dollar (USD) on Monday, reaching a new high for the month, after Japan and the United States jointly conducted their first coordinated intervention since 1998. The Japanese Ministry of Finance purchased approximately $88 billion worth of JPY through the Bank of Japan (BOJ), while the New York Fed also sold Euros and bought JPY. However, the market has recovered about a quarter of its losses. Additionally, Japan's current account recorded a deficit of 92.3 billion JPY (approximately $580.7 million) in June, the first in 17 months. Bitcoin is currently trading at $64,038, falling below the $65,000 mark, as the risk of unwinding carry trades potentially triggered by a weaker JPY weighs on the crypto market.
13:12
Officials say at least 47 people have been killed in the quake, with some still trapped under rubble.
13:11
CFRA has increased its 12-month S&P 500 target to 8,650 from 7,730, which implies nearly 12% upside from August 7. The firm also lifted its 2026 year-end target to 8,050. Strategist Sam Stovall noted that strong earnings continue to support equities, but concerns are rising about a potential rally peak due to increasing margin debt, persistent inflation, and possible tightening by the Fed.
13:11
Keel has been shifting its focus from Bitcoin mining in favor of becoming a supplier of AI infrastructure, a trend observed among many other Bitcoin miners.
13:09
Argus based its decision on Sandisk's stock having dropped $500 from its initial coverage price, alongside the company's strong financial performance. Last week, Sandisk reported better-than-expected Q4 2026 revenue of $8.97 billion (analysts expected $8.4 billion) and adjusted EPS of $39.25 (analysts expected $34.51). The firm also noted the increasing investor attention to memory stocks amid data center operators' demand for adequate memory, emphasizing Sandisk's strong fundamentals and a forward P/E of 18.9 times.
13:07
The U.S. State Department stated that these visa revocations target foreign nationals accused of crimes, fraud, violating visa regulations, threatening national security, or inciting violence against Americans. Most revocations occurred after contact with law enforcement, with assault, DUI, theft, and drug offenses being the primary reasons.
13:06
This meeting is the first time the leaders of Japan's five major trading companies have met with Warren Buffett's successor in Japan since Buffett included these companies in Berkshire Hathaway's investment portfolio.
13:05
President Trump extended the Jones Act shipping waiver for another 90 days, narrowing its scope to focus on energy commodities and fertilizer. The Pentagon and U.S. maritime authorities will also consider additional relief on a case-by-case basis.
13:02
U.S. Department of Energy data shows that as of the week ending August 7, the U.S. SPR decreased by approximately 6.1 million barrels, falling below the 300 million barrel mark and reaching its lowest level since 1983. Affected by this news and the uncertainty of navigation in the Strait of Hormuz, U.S. WTI crude oil futures once rose above $81.30 and Brent crude oil once rose above $86.90 towards the end of the the U.S. stock market's morning trading session, with both seeing intraday gains exceeding 4%.
12:59
The stock entered the buy range roughly two weeks after its most recent breakout move. Expedia's brand portfolio includes Expedia for full-service booking, Hotels.com, and Vrbo for vacation rentals.
12:49
Despite investor concerns about capital expenditures from companies like Meta, Google, and Amazon, technology stocks have shown strong performance in fund inflows, according to the latest data from Bank of America Global Research. They are projected to attract $216 billion in inflows this year, significantly surpassing any year since 2015. JPMorgan Chase strategist Dubravko Lakos-Bujas noted that the increasing monetization capabilities of artificial intelligence and sustained growth in cloud revenue have led him to raise his S&P 500 target price from 7,800 to 8,000 points.
12:48
Goldman Sachs Chief Economist Jan Hatzius stated on August 7 that the Federal Reserve might prioritize inflation data over employment data in future policy decisions. He believes that June's inflation slowdown is more likely the beginning of a broader trend and expects inflation to cool further from current levels. Hatzius pointed out that despite July's non-farm payroll data being much lower than expected and the drop in the unemployment rate being due to a significant decline in labor force participation rather than strong actual employment, the Federal Reserve's primary focus will remain on inflation. Goldman Sachs believes that inflation is currently a more critical variable in determining the future direction of interest rates than labor market conditions.

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