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8/12
09:07
The company operates a streaming model, purchasing a percentage of mine output in exchange for upfront and delivery payments, which helps it achieve high operating margins. Wheaton Precious Metals posted record earnings, revenue, and operating cash flow in the first half of 2026, ending the second quarter with $100 million in cash.
09:05
Anchorage Digital全球运营主管Rachel Anderika撰文指出,如果一个机构符合参与美国银行系统的条件,就应该有明确的途径进入美国的支付系统。她批评美联储拟议的“瘦身”支付账户不足以解决问题,因为它限制准备金、不支付利息、不提供日内信贷,并禁止访问Fedwire Securities和FedACH,导致银行仍需依赖其他银行。她强调,联邦监管的数字资产银行应获得与所有其他成员银行相同的联邦储备服务,以避免创新流向海外。
09:03
Nick Timiraos, known for his insights into the Federal Reserve, highlighted key components of the July Consumer Price Index (CPI) data. Core goods prices increased by 0.20% month-over-month, marking the largest rise since September 2025, following two consecutive months of declines. Shelter costs saw a modest increase of 0.14%, while core services excluding shelter rose by 0.19%.
09:01
The Aura AI Photonics ETF (PHOX) has launched on NYSE Arca, becoming one of the first US-listed funds specifically targeting the optical interconnects, silicon photonics, and laser-based transceivers niche. These technologies are identified as a key bottleneck in AI data centers. The new ETF, from the Tidal Trust III series, has an annual operating expense ratio of 0.60% and aims to provide focused exposure to companies that move data using light rather than electrons within the AI infrastructure, a segment often underweighted in broader semiconductor ETFs.
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.

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