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8/11
08:03
The mission of the United Nations Interim Force in Lebanon (UNIFIL) is set to conclude at the end of the year, and future peacekeeping operations may be significantly scaled back, raising concerns about a security vacuum.
Al Jazeera reported that as the mandate of the United Nations Interim Force in Lebanon (UNIFIL) expires at the end of this year, future peacekeeping missions may be significantly scaled back, despite strong international and domestic support for the peacekeeping force. UN Secretary-General António Guterres has presented proposals to the Security Council, suggesting that the new force could be reduced from its current size of approximately 7,000 personnel to between 900 and 3,000. Analysts point out that the United States has adopted Israel's stance against extending UNIFIL's mandate, aiming to allow Israeli forces to operate in Lebanon without supervision. Israel and Lebanon have reached a "framework agreement" to establish a "pilot area," but UNIFIL has no role in it, reflecting US-Israeli pressure to exclude it.
08:02
U.S. stock index futures edged higher, with Dow futures up 22 points, and S&P 500 and Nasdaq Composite futures rising 0.1% and 0.3% respectively, as oil prices retreated and inflation concerns eased.
U.S. stock index futures generally rose on Tuesday as investors' inflation concerns eased, despite the ongoing conflict in the Middle East. Dow Jones Industrial Average futures gained 22 points, S&P 500 futures rose 0.1%, and Nasdaq 100 futures advanced 0.3%. This followed Monday's decline in major stock indexes due to soaring oil prices, as hopes for reopening the Strait of Hormuz diminished, sparking concerns about disruptions to crude oil supplies through the critical waterway.
08:01
Fermi stock soars as it finally lands an AI tenant for its data center sites
08:00
Laura Cooper, global investment strategist at Nuveen, believes the Federal Reserve will take a wait-and-see approach to interest rates.
Nuveen Global Investment Strategist Laura Cooper discussed the rise in real yields and the Federal Reserve's rationale for tightening policy on Bloomberg, and expressed the above views in this context.
07:57
Reuters survey: U.S. government bond yields are expected to fall over the next year, with the 10-year yield projected to drop to 4.34% in 12 months, but most strategists believe yields are more likely to exceed expectations in the short term.
U.S. government bond yields are expected to fall over the coming year, a Reuters poll showed. The poll predicted the 10-year government bond yield would be 4.50% in three months, 4.50% in six months, and 4.34% in 12 months. The 2-year government bond yield was predicted to be 4.07% in three months, 3.92% in six months, and 3.80% in 12 months. However, 18 of 22 bond strategists said the 10-year government bond yield was more likely to exceed rather than fall below expectations in the next three months.
07:53
InterContinental Hotels Group CEO预计下半年将保持积极势头
洲际酒店集团（InterContinental Hotels Group Plc）首席执行官Elie Maalouf表示，该酒店集团预计下半年将保持积极势头。Maalouf向彭博电视台表示，需求得益于一种“繁荣感”，人们希望将时间和金钱花在体验上。
07:50
Fintech firm Revolut obtains full French banking license to expand its Western European operations
Fintech company Revolut has obtained a full banking license in France, approved jointly by the French Prudential Supervision and Resolution Authority (ACPR) and the European Central Bank (ECB). This move is part of Revolut's expansion plan in Western Europe, where the company has invested over €1 billion in the past year and plans to hire more than 600 employees. Revolut also intends to establish its Western European headquarters in Paris by 2027 and will progressively roll out banking services in France, Germany, Ireland, Italy, Portugal, and Spain.
07:40
Roku launched Fairground AI, the first all-AI free streaming channel, testing zero-cost programming for ad-supported audiences
Roku's new Fairground AI channel features entirely AI-generated films, shorts, and ads, aiming to explore the viability of near-zero-marginal-cost programming. While early reviews describe the content as low quality, the company is focused on whether such content can attract an ad-supported audience, with quality improvements expected over time. This move is seen as a significant signal for the streaming industry regarding the future of AI-generated content and advertising.
07:29
The Motley Fool分析师推荐GE Vernova而非Bloom Energy作为AI电力股投资，理由是其业务多元化且更广泛地覆盖电力基础设施
The Motley Fool分析师Jeff Siegel在一篇比较Bloom Energy和GE Vernova的文章中指出，尽管两家公司都受益于AI数据中心对电力需求的增长，但GE Vernova在电力生态系统中的参与度更广。Bloom Energy专注于固态燃料电池，Q2 2026营收达11亿美元，同比增长166%，全年营收预测为39亿至42亿美元。而GE Vernova则生产燃气轮机、电网设备、输电技术和电气化系统，Q2 2026营收为111亿美元，同比增长22%，订单增长88%，积压订单约1760亿美元，全年营收预测为455亿至465亿美元。分析师认为，GE Vernova的多元化业务降低了执行风险，并能更全面地参与到AI驱动的电力基础设施建设中。
07:29
Ravencoin (RVN) could roll back four days of transactions after critical block flaw, with two mining pools building a replacement chain; RVN fell 17% to $0.0029
Ravencoin (RVN) could roll back four days of transactions after critical block flaw, with two mining pools building a replacement chain; RVN fell 17% to $0.0029. The flaw allowed bad blocks to enter the record since Friday, August 7. Mining pools 2Miners and RavenMiner, which control most of Ravencoin's hashpower, are rebuilding the chain from before the first invalid block, putting deposits, withdrawals, and payments made since then at risk of reversal. Exchanges like Bitvavo and Upbit have suspended RVN deposits and withdrawals, with Upbit also issuing an investment warning.
07:28
Coinbase secures regulatory approval from Abu Dhabi to offer tokenized securities, establishing its international tokenization hub there
The crypto exchange announced on Tuesday that it received Financial Services Permission from the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM). This approval allows Coinbase to arrange investment deals and provide custody for tokenized securities, which will be registered and issued in ADGM under FSRA oversight. The move positions Abu Dhabi as a key base for Coinbase to bring traditional securities onchain outside the U.S., leveraging the emirate's push into onchain finance.
07:24
SK Hynix plans to resume construction of its second factory in Dalian, China, expanding local NAND flash production capacity by approximately 50%.
SK Hynix plans to resume construction of its second factory in Dalian, China, expanding local NAND flash production capacity by approximately 50% to accelerate its presence in the enterprise storage market and meet the growing demand from AI data centers. According to semiconductor industry sources, Solidigm, SK Hynix's NAND subsidiary, restarted investment and construction work on the second Dalian factory in the first half of this year. The plan is to introduce production equipment as early as November this year and establish a mass production system in the first half of next year. The new production line is expected to have a monthly wafer input capacity of approximately 50,000 wafers. Combined with the existing Dalian first factory's monthly capacity of 100,000 wafers, the total local capacity will increase by about 50%. This expansion will focus on producing 100-layer NAND based on mature technology, while mass production of high-layer-count NAND (300 layers and above) will be concentrated at facilities such as M17 in Cheongju, South Korea.
07:23
Lazard fund manager says infrastructure companies are undervalued, their worth goes beyond AI hype
A fund manager at Lazard said that infrastructure companies, such as road, water, and telecom tower companies, are undervalued, with their intrinsic value sometimes even surpassing the hype surrounding artificial intelligence (AI). The fund manager noted that while investors are currently broadly focused on AI and data centers, traditional infrastructure in areas such as energy, water, transportation, and communications offers stable investment opportunities.
07:19
Kansas City Fed President Schmid calls inflation his primary concern, advocates for tighter policy; US 30-year fixed mortgage rate rises to 6.69%
Kansas City Federal Reserve President Jeff Schmid stated in an August 4 speech that inflation is his primary concern, deeming it "too high" and requiring "tighter policy" to bring it back to the Federal Reserve's 2% target. Meanwhile, the U.S. 30-year fixed mortgage rate has risen for the fifth consecutive week, reaching 6.69% as of August 6, the highest level since July 2025.
07:18
Zeta Global Raises Organic Growth Outlook to ~23.5% and Boosts Full-Year Revenue & Free Cash Flow Guidance, Citing AI Adoption and Palantir Partnership
Zeta Global (NYSE:ZETA) executives outlined the company's strategy during KeyBanc's Technology Leadership Forum, highlighting that its Athena conversational AI reached monthly usage among 40% of its largest customers within 150 days. The company also plans to jointly target Palantir's U.S. commercial customers spending over $1 billion on marketing. Additionally, Zeta Global intends to direct at least 50% of quarterly cash generation toward share repurchases.
07:17
Fidelity's Director of Global Macro, Timmer, warns: Rising US Treasury yields are competing for funds with risk assets like stocks and Bitcoin, and history shows market corrections are often painful.
CoinDesk cited an analysis by Jurrien Timmer, Fidelity Investments' director of global macro, pointing out that U.S. government bond yields (the risk-free rate in financial markets) are rising again, making government bonds compete with risk assets like stocks for capital. Timmer emphasized that from the 1960s to the mid-1990s, rising U.S. government bond yields led to painful market adjustments, such as the "Black Monday" stock market crash in 1987. Currently, the 30-year U.S. government bond yield has hovered at its highest level since 2007, and if Wednesday's U.S. CPI data exceeds expectations, it could further validate the Federal Reserve's "higher for longer" interest rate outlook. The analysis suggests that if yields continue to rise, all assets, including stocks and Bitcoin, will need to justify their prices through stronger earnings or cash flow. For Bitcoin, due to its lack of earnings and cash flow, its value relies entirely on its appeal as "digital gold" and a hedge against fiat currency depreciation, making its future price predictions of $500,000 or $1,000,000 seem "a bit far-fetched."
07:16
Turkish Funds Urge Action on Unusual Stock Swings Threatening MSCI Status
Turkish investment funds are urging authorities to crack down on unusual trading activity that’s sent some stock prices soaring and has put the nation at risk of exclusion from major equity benchmarks.
07:14
UK lawmakers press banks on crypto firms’ access to banking services, calling it “one of the biggest barriers to growth,” and ask how new FCA regulatory regime will change bank policies.
UK Members of Parliament (MPs) have written to the CEOs of major banks, requesting an explanation of their policy approach to cryptocurrency businesses and how the new UK Financial Conduct Authority (FCA) crypto regulatory regime (set to take effect on October 25, 2027) will alter banks' assessment of these authorized digital assets firms. The MPs noted that restricted access to banking services is one of the biggest obstacles to the growth of UK crypto and digital assets businesses, and referenced previous comments by Lucy Rigby, Economic Secretary to the Treasury, stating that the government does not want FCA-licensed crypto firms to be restricted by banking service providers solely due to their industry. This move is part of the inquiry into crypto banking access launched on July 21 by the UK Parliament's All-Party Parliamentary Group (APPG) on Crypto and Digital Assets.
07:13
EY reportedly hiring a head of "agent economics" to scrutinize AI spending and ensure business benefits
EY is reportedly hiring a head of "agent economics" to oversee its growing AI-powered workforce. The new executive will lead EY's AI value realization office, aiming to provide end-to-end visibility of how AI investments are driving tangible impact. This move comes as large employers increasingly examine whether their AI spending is delivering concrete business benefits. EY is also advising its clients to consider adopting similar oversight structures for their own AI initiatives.
07:13
UK's Anesco secures strategic investment from Nature Infrastructure Capital to accelerate development of over 7GW of solar and energy storage projects in the UK and Europe.

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