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8/11
15:40
Carmignac Gestion基金经理Allier警告，食品通胀可能在未来6-12个月内冲击债券市场
Carmignac Gestion固定收益基金经理Marie-Anne Allier表示，尽管能源价格上涨和地缘政治紧张局势对债券市场的负面影响已大部分被市场消化，但食品通胀是一个尚未完全反映在债券价格中的迫在眉睫的风险。她指出，恶劣天气、俄罗斯与乌克兰冲突导致的粮食出口中断以及厄尔尼诺现象，可能在未来六到十二个月内引发新的食品价格供应冲击。
15:30
Bloomberg Analysis Suggests Nvidia Cannot Solve Two Major Problems in AI Infrastructure Buildout: Scarcity and Profit Margins
15:30
Canadian pension fund Omers achieved a 4.8% return in the first half of the year, generating C$6.9 billion (US$5 billion) in earnings, primarily driven by rising stock markets and a stronger U.S. dollar.
15:19
OpenAI launches a dedicated ChatGPT desktop app for Linux, extending its chatbot and Codex across all major desktop operating systems.
OpenAI announced the release of a dedicated ChatGPT desktop app for Linux operating systems this week, fulfilling a highly requested feature from the open-source developer community. The app, available in preview, supports various distributions including Ubuntu 24.04 and 26.04 LTS, Debian 13, and Fedora 43 and 44, and is a worldwide release. This move brings ChatGPT, ChatGPT Work, and Codex to Linux users, though it follows Anthropic's Claude desktop app for Linux, which launched about a month prior.
15:13
Venezuela and Israel restore consular relations after Venezuela sought foreign policy adjustments following the US military's kidnapping of Maduro.
Venezuela and Israel have agreed to restore consular relations. This comes after Venezuela's interim president, Delcy Rodriguez, sought a major foreign policy realignment following the US military's kidnapping of former leader Nicolas Maduro in January. Venezuelan Foreign Minister Felix Plasencia Gonzalez stated that the two sides decided to restore consular relations and establish a coordination mechanism to provide consular services to citizens of both countries, after Israel sent a team to assist Venezuela in responding to a double earthquake. Venezuela had severed diplomatic ties with Israel 17 years ago due to an Israeli attack on Gaza.
15:12
Brazil's largest lender Itaú Unibanco partners with OpenAssets to pilot tokenized bonds and funds under financial watchdog ANBIMA's program
Itaú Unibanco, Latin America's largest lender with over $562 billion in assets, has teamed up with digital-asset infrastructure provider OpenAssets. The partnership aims to test the issuance, trading, and settlement of fixed-income securities and investment funds using distributed-ledger technology, as part of a pilot program overseen by the Brazilian Financial and Capital Markets Association (ANBIMA). This initiative builds on Itaú's previous involvement in Brazil's central bank Drex pilot in 2023, further advancing the country's position as a key hub for tokenization.
15:02
Israel's Tightened Blockade on Gaza Causes Prices to Soar, With Lighters and Fans Becoming the Backbone of Energy in the Strip
14:59
MicroStrategy CEO Michael Saylor: Everyone is against Bitcoin before they are for Bitcoin.
14:57
ENS Foundation gains administrative control of its $65 million Endowment after tokenholders vote to transform it into a fully operational organization with a five-member board.
14:53
Google Gemini App User Count Exceeds 1 Billion, Keeping Pace with OpenAI ChatGPT
Google CEO Sundar Pichai announced on X that the Gemini app has become one of the company's fastest-growing products, recently surpassing 1 billion monthly active users. This makes it the 14th Google product to reach 1 billion users. Gemini's rapid growth keeps it in step with OpenAI's ChatGPT, which reached 1 billion monthly active users in June of this year. The data released specifically refers to the Gemini app and does not include AI users from other channels.
14:38
Markets anticipate a modest increase in the U.S. July CPI month-over-month, with core CPI month-over-month projected at 0.2%.
The U.S. Bureau of Labor Statistics will release its July Consumer Price Index (CPI) report on Wednesday. The market generally expects the July overall CPI to increase by only 0.1% month-over-month, while the core CPI (excluding volatile food and energy prices) is projected to rise by 0.2% month-over-month. On an annualized basis, the overall CPI is expected to be 3.4% and the core CPI 2.5%, both down 0.1 percentage point from June. Analysts believe that if the data meets expectations, it could provide "breathing room" for the Federal Reserve on interest rate hikes, allowing it to keep rates unchanged for the remainder of the year. However, Bank of America still anticipates three more rate hikes in the coming months, while Cleveland Federal Reserve President Beth Hammack has stated that multiple rate hikes may be necessary.
14:31
Former US Envoy Morgan Ortagus Sees No Evidence US is on 'Back Heels' Against Iran
Morgan Ortagus, a former deputy presidential special envoy, stated she does not see proof for the narrative that the US is at a disadvantage in negotiations with Iran, adding that strategic patience favors the United States. Ortagus also noted that while military options remain available, the Iranian regime's greatest fear is an uprising by its own people, rather than the US or Israel.
14:14
MicroStrategy CEO says the company will resume Bitcoin accumulation this year
MicroStrategy's CEO stated the company will resume Bitcoin accumulation this year. This announcement comes despite recent sales that challenged its long-standing accumulation strategy, with the company having bought roughly 25 times more Bitcoin than it sold this year.
14:14
CME Group to launch AI computing power futures contracts on Oct. 5, partnering with Silicon Data to make AI compute a tradable asset class
The Chicago Mercantile Exchange Group is set to introduce two compute futures contracts, pending regulatory approval, which will allow companies and investors to trade and hedge the price of AI computing capacity. These contracts will be tied to the rental cost of Nvidia's H100 and newer Blackwell B200 graphics processing units, based on Silicon Data indexes that track hourly GPU rental prices.
14:05
Yahoo Finance Analysis: Walmart (WMT) Doubles Down on Streaming Ad Business with Vibe.co Acquisition, Yet Stock Underperforms Peers Year-to-Date
Yahoo Finance analysis points out that Walmart completed the acquisition of Vibe.co, a self-serve streaming TV ad platform, on August 4th, aiming to convert its shopping data into advertising revenue. Although Walmart's revenue grew by 7%-7.3% year-over-year in the most recent quarter, with e-commerce business up 26% and advertising revenue soaring by 37%, its stock price has only risen by about 1% year-to-date, significantly underperforming competitors like Target and Costco. The analysis suggests that overvaluation is the main reason for the poor stock performance, as its forward P/E ratio remains above its historical average. Walmart is set to release its earnings report on August 20th, and the market is focused on the continued growth of its advertising business and signs of easing consumer pressure, hoping to support its current valuation.
14:03
ARP Digital secures Dubai VARA broker-dealer license, allowing regulated digital asset and stablecoin conversions into UAE dirhams
The license enables ARP Digital to offer regulated digital asset and stablecoin conversions into UAE dirhams, expanding its Gulf presence beyond Bahrain.
13:55
Cardinal Infrastructure Group Inc. Q2 2026 Revenue Surged 114% and Full-Year Revenue Guidance Raised to $880M-$900M, While Adjusted EBITDA Margin Guidance Revised to 16%-18%
Cardinal Infrastructure Group Inc. reported a 114% revenue growth in Q2 2026, driven by strong demand across commercial, industrial, and residential markets, alongside successful acquisitions. The company also raised its full-year revenue guidance to $880 million–$900 million, reflecting nearly 100% year-over-year growth and a record 35% backlog increase. However, it revised its adjusted EBITDA margin guidance to 16%–18%, citing transitional costs, weather impacts, and investments in corporate infrastructure. Management anticipates a margin rebound in the second half of 2026.
13:55
BioHarvest Sciences lowers 2026 revenue guidance to $37-40 million, expects new flavor agreements to generate $20-30 million in revenue in 2027-2028
BioHarvest Sciences announced a summary of its Q2 2026 earnings call, where the company revised its total revenue guidance for 2026 from the previous $42 million-$48 million down to $37 million-$40 million. Concurrently, the company has secured its first CDMO manufacturing and supply agreement for a rare, high-end flavor, which is expected to generate $20 million-$30 million in revenue during 2027-2028, and reiterated that this flavor molecule will bring in $180 million in revenue over the first five years of the manufacturing period. The company is shifting its strategic focus from direct-to-consumer (D2C) business to building manufacturing capacity and its CDMO division, aiming for consolidated EBITDA breakeven in 2027, and anticipates a significant reduction in full-year CDMO EBITDA loss to $1.5 million-$2.5 million.
13:55
Ad tech company The Trade Desk's stock has fallen 75% over the past year, and its second-quarter revenue missed expectations.
The Trade Desk (TTD) announced second-quarter revenue of $715 million, falling short of analysts' expectations of $752.6 million, with a year-over-year increase of only 3%. The company's operating profit was $101.6 million, a 13% decrease year-over-year. Affected by concerns over slowing demand and intensifying competition from artificial intelligence (AI), its stock price has fallen by 75% over the past year, recently hitting a 52-week low. Despite a customer retention rate of 95%, market uncertainty persists regarding its future growth prospects, with analysis suggesting it currently resembles a value trap rather than a buying opportunity.
13:46
White House: Violent crime continues to fall in major U.S. cities, with homicides down 17.2% year-over-year.
The White House released its mid-year crime report, stating that violent crime continues to decline in major U.S. cities. According to data from the Major Cities Chiefs Association, homicides in the nation's largest cities decreased by 17.2% compared to the first half of last year, with significant reductions also seen in robberies, rapes, aggravated assaults, and overall violent crime. The report noted that this resulted in nearly 14,200 fewer violent crimes reported over six months and attributed it to President Donald Trump's "law and order agenda." Among these, homicides in Washington D.C. decreased by 43.9%, Memphis by 43.7%, and New Orleans by nearly 25%.

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