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8/12
08:52
Liquidia (LQDA) reported its second-quarter sales exceeded Wall Street expectations, with its lung disease treatment Yutrepia generating $170.4 million in sales, a 31% increase. The company continues its rivalry with United Therapeutics (UTHR), which produces a competing inhaled treatment for high blood pressure in the lungs.
08:51
The acquisition of Neos, which manages $30 billion in assets across 19 funds, is expected to close in the first quarter of 2027. This move aims to bolster Goldman's presence in asset management, following its earlier buyout of Innovator Capital.
08:50
The average borrowing cost for emerging-market companies has fallen to its lowest level since January relative to US corporates. This outperformance is driven by global bond investors diversifying into higher-yielding assets, a trend exacerbated by the ongoing closure of the Strait of Hormuz.
08:50
Analysis suggests rising energy costs, with US gasoline averaging $4.03/gallon (up from $3.87 a month ago), could reignite August inflation after July's cooling. Falling energy prices, including a 2.9% month-over-month drop in gasoline and a 1.7% decline in fuel oil, helped moderate inflation in July. However, rising crude prices and strong refining margins are now pushing fuel costs higher, indicating this relief may be temporary and could exert renewed upward pressure on August inflation.
08:48
According to Al Jazeera, citing sources from the Iraqi Shiite political alliance "Coordination Framework," Esmail Qaani, commander of the Iranian Islamic Revolutionary Guard Corps' Quds Force, made a surprise visit to Baghdad earlier this week. He held closed-door meetings with Iraqi political and security leaders, as well as commanders of Shiite paramilitary groups. Qaani's visit aimed to discuss the Iraqi government's plan to disarm armed groups and bring weapons under state control. Sources revealed that Iran, through Qaani, conveyed the message "not to hand over factional weapons at this time" and warned of a potential new war, emphasizing that political compromise should be sought instead of confrontation. Iraqi Prime Minister Ali al-Zaidi is facing an increasingly severe political and security crisis, as September 30th is the deadline for all weapons to be brought under state control.
08:47
Goldman Sachs Asset Management stated that the July Consumer Price Index (CPI) data was "encouraging," and that controlled core inflation strengthened the case for the Federal Reserve to keep interest rates unchanged at its September meeting. Lindsay Rosner, head of global fixed income at the firm, noted that the report further indicated a slowdown in underlying inflation. However, another inflation report will be released before the September Federal Open Market Committee (FOMC) meeting, so the outlook could still change. For now, the in-line CPI data supports the Federal Reserve's pause on rate hikes.
08:35
Analysis indicates that while data analytics company Palantir saw a significant stock price surge after reporting strong earnings, investors should consider lower-valued traditional defense stocks due to its high price-to-earnings (P/E) ratio of 150. The article recommends Lockheed Martin (P/E 22) and General Dynamics (P/E 24) as alternative investments to capitalize on the growth in US defense spending.

Lockheed Martin recently secured a $35 billion contract to quadruple the production rate of THAAD missile interceptors, bringing its backlog to a record $230 billion. It also raised its full-year revenue guidance to over $80 billion and free cash flow to over $7 billion. General Dynamics, as a primary contractor for nuclear-powered submarines, saw its backlog increase to $136.5 billion, with a book-to-bill ratio of 1.4, and raised its full-year revenue guidance to $55.7 billion.
08:35
Yahoo Finance的一项研究发现,在过去十年中,截至8月11日已实现价值翻倍的标普500指数成分股,在当年剩余时间里平均回报率约为20%,显著高于其他标普500股票的5.2%。研究还指出,在这些高增长股票中,分析师支持度较低的股票(买入评级低于50%)表现更佳,平均回报率达到30%。基于此,Intel (INTC)、Hewlett Packard Enterprise (HPE)、Fortinet (FTNT) 和 Moderna (MRNA) 被点名为已翻倍但分析师支持度不高的股票,可能在年底前继续跑赢大盘。
08:35
The analysis points out that Broadcom's AI revenue reached $10.8 billion in Q2, a 143% year-over-year increase, and has exceeded EPS expectations for eight consecutive quarters. CEO Hock Tan anticipates that Broadcom's AI-related revenue will surpass $100 billion in fiscal year 2027, supported by multi-generational agreements with companies such as Google, Meta, OpenAI, and Anthropic. Analysts' consensus target price for Broadcom is $528, implying an upside of approximately 27% from the current share price of $416, with analysts generally giving a "buy" rating.
08:35
The International Energy Agency (IEA) stated on Wednesday that it has lowered its 2026 global oil supply forecast to 102 million barrels per day (bpd), a year-on-year decrease of 4.3 million bpd. This is due to a deepening global oil market deficit caused by the breakdown of the US-Iran ceasefire agreement, which hindered the recovery of production in the Gulf region, effectively closing the Strait of Hormuz once again, and resuming attacks on oil tankers and energy infrastructure. This downward revision is larger than the 3.7 million bpd supply decrease predicted in its July report. The IEA now expects the global oil market to face a deficit of 1.8 million bpd in the third quarter of 2026, more than double the 800,000 bpd shortage predicted last month. The tight supply has also dragged down demand, with the IEA forecasting a contraction of global oil demand by 1.6 million bpd in 2026, a larger decrease than the 1 million bpd predicted in July.
08:24
Matheus Dibo, Goldman Sachs' head of investment strategy for EMEA, stated on Bloomberg Television on Wednesday that while the market is currently still pricing in a 25 basis point rate hike in September (with a probability of about 50%), Goldman Sachs believes the Federal Reserve will keep interest rates unchanged throughout 2026. He noted that early-year inflation data was driven by one-off factors, there are limited signs of inflation spreading to broader areas, and the U.S. labor market is in equilibrium, not acting as a driver of inflation. Dibo acknowledged that if future inflation data were to surprise on the upside, the risk would lean towards a rate hike, but he maintained his baseline assessment.
08:14
At 8:00 AM ET on August 12, Bitcoin's price rose to $64,194, and Ethereum's price increased to $1,915.50. Cryptocurrency prices found support after recent employment reports fell short of expectations, and the market widely anticipates today's CPI report to show a slight easing of inflation in July. Analysts believe these factors could prompt the Federal Reserve to scale back its interest rate hike expectations in September, thereby benefiting risk assets like Bitcoin and Ethereum.
08:14
Silver September futures reached $66.49 per ounce at 7:45 AM ET on Wednesday, after opening at $64.87 per ounce, down 0.1% from Tuesday's closing price. This increase occurred ahead of the release of the July CPI report, which is widely expected to show an easing of inflation in July compared to June. If the CPI report is mild, especially with core CPI under control, it will reduce the likelihood of the Federal Reserve raising interest rates in September, thereby further boosting silver prices in the short term.
08:14
Ron Baron, founder of Baron Capital, revealed that his firm has built a 25 billion USD position in SpaceX through 27 separate transactions since 2017, from an investment capital of approximately 2 billion USD. He anticipates SpaceX's valuation will reach "at least 40 trillion USD" within the next 10 to 15 years, significantly higher than its 2 trillion USD IPO valuation. Baron, who successfully invested in Tesla, turning a 400 million USD investment into 7.7 billion USD in profit, stated he is applying the same long-term investment strategy to SpaceX, which now accounts for over one-third of his firm's 70 billion USD in assets.

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