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8/11
08:35
JPMorgan Chase CEO Jamie Dimon stated that strong spending in artificial intelligence (AI) could prevent inflation from falling and might prompt Federal Reserve Chairman Kevin Warsh to raise interest rates or maintain them at high levels. Dimon believes that inflation is not only influenced by expectations but also driven by capital demand, which is currently robust. He noted that technology companies are investing billions of dollars in building AI data centers to seize growth opportunities, but this could lead to increased capital demand, thereby sustaining high interest rates, contrary to market expectations for more rate cuts, potentially triggering a stock market correction.
08:34
MicroStrategy (MSTR), led by Michael Saylor, sold 1,690比特币 for $108.6 million last week at an average price of $64,262, according to an 8-K filing on Monday. This marks the second consecutive week the company has sold Bitcoin, trimming its holdings to 840,447 coins. The sales were made at a loss, as the average cost basis for its Bitcoin is $75,385. The proceeds were used to buy back MicroStrategy's preferred stock (STRC). Additionally, MicroStrategy sold $653.1 million of its common stock, more than double the prior week, bringing its cash reserves to $4.65 billion.
08:24
According to Yahoo Finance analysis, MicroStrategy (MSTR), led by Michael Saylor, has spent nearly $64 billion to purchase Bitcoin at an average cost of $75,482 per coin. Given the current Bitcoin price of approximately $65,000, its holdings of 840,447 Bitcoin are currently valued at about $54 billion, resulting in a $10 billion book loss for the company. MicroStrategy has paused Bitcoin purchases and announced a new capital management plan, which includes the possibility of selling Bitcoin for operational purposes, a move that contradicts its previous commitment not to sell Bitcoin. Year-to-date, MicroStrategy's stock price has fallen by 35%, while Bitcoin has dropped by 25% during the same period.
08:23
Silver September futures reached $65.45 at 8:00 AM ET on Tuesday. The surge was primarily driven by last week's employment report, which reduced the likelihood of a Federal Reserve rate hike in September. Furthermore, the deteriorating situation due to the negotiation deadlock between the US and Iran over the Strait of Hormuz also prompted investors to seek safe haven in precious metals.
08:23
Argus upgraded Boeing (BA) from "Hold" to "Buy." Meanwhile, Phillip Securities downgraded Airbnb (ABNB) from "Neutral" to "Reduce" with a price target of $158. Additionally, Truist Financial upgraded Best Buy (BBY) to "Buy," UBS upgraded Jabil (JBL) to "Buy," and Phillip Securities upgraded Spotify Technology (SPOT) to "Buy." Citigroup downgraded Allstate (ALL) to "Sell," and Bank of America downgraded AppLovin Corporation (APP) to "Neutral."
08:19
According to the ADP report, U.S. private sector hiring activity slowed for the sixth consecutive week. In the four weeks ending July 25, the average weekly increase in new jobs was only 8,250, significantly lower than the 21,000 recorded in the period ending June 20. These figures are seasonally adjusted, have a two-week lag, and may be subject to revision.
08:16
Morgan Stanley states that while investors remain positive on Tesla's Physical AI strategy, supported by stronger Full Self-Driving adoption, the company faces increasing pressure for measurable results due to weaker margins, higher R&D spending, and cash burn. Key proof points for investor confidence include more Robotaxis, greater city density, rising unsupervised miles, better economics, and tangible Optimus progress. Robotaxi remains the near-term test of Tesla's AI ambitions.
08:13
MoneyGram's "MoneyGram Ramps" service is now available to wallets, exchanges, and developers building on Solana. This service enables users to convert cash into digital assets or cash them out through MoneyGram's payment network, supporting cash deposits in over 25 countries and withdrawals across more than 170 countries and territories. MoneyGram CEO Anthony Soohoo stated this is "another step toward building a truly open, global payments network."
08:12
The analysis highlights Apple's strong Services segment, generating $30 billion quarterly with a 77% gross margin, and a fresh $100 billion buyback authorization as key drivers. The bull case targets $379, while the bear scenario barely reaches $314, with China revenue and gross margin compression identified as primary risks.
08:03
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 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.
08:00
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
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
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。

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