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8/13
06:27
Russian diesel and gasoil exports fell to just 80,000 barrels a day in the first seven days of August, marking a fresh multiyear low. This figure is significantly down from over a million barrels a day at the end of last year. The decline comes as Moscow restricts fuel exports following drone attacks on the country’s refineries.
06:13
According to Zillow data, the 30-year fixed-rate purchase loan fell 7 basis points to 6.58%, while the 15-year fixed purchase loan increased by 1 basis point to 6.01%. The 5/1 adjustable-rate mortgage (ARM) purchase rate saw a larger drop of 20 basis points to 6.31%, continuing its trend of significant daily fluctuations compared to fixed-rate counterparts.
06:04
The 2-year Treasury note yield fell over 2 basis points to 4.176%, and the 30-year Treasury bond yield fell one basis point to 5.236%. Investors are digesting July's inflation print and looking ahead to the U.S. producer price index (PPI) for July, set for release Thursday at 8:30 a.m. ET. Economists polled by Dow Jones expect a 0.2% increase from the prior month. Goldman Sachs noted that most FOMC voters would likely find the expected July inflation numbers acceptable and would want to see August CPI and PPI before deciding on a September hike.
06:01
Danish jeweler Pandora will continue with its plan to replace some of its sterling silver jewelry with platinum-plated pieces, despite silver prices falling from their highs, CEO Berta de Pablos-Barbier told CNBC on Thursday. The move is aimed at permanently reducing the company's exposure to volatile precious metal prices. Silver prices have fallen since hitting multi-year highs above $120 per ounce in January, with spot silver trading just under $65 per ounce on Thursday. Pandora previously announced the shift to platinum-plated jewelry in February, when silver was trading at around $80 per ounce. The company has hedged 90%-100% of its silver needs through 2027 at approximately $65 per ounce. Pandora's shares have rebounded 55% in the past three months after a weak performance in 2025, which Citi analysts attributed to the recent decline in silver prices. The company also raised its full-year 2026 organic growth guidance to 0%-3% (from negative 1%-2%) and its full-year operating margin guidance to 22%-23% (from 21%-22%).
05:49
Glassnode states that Bitcoin's weakness near range highs stems from short-term holders trying to break even on underwater BTC investments.
05:46
On Thursday's close, CXMT's market capitalization reached 3.54 trillion yuan, surpassing Tencent (3.44 trillion yuan) for the first time, making it the highest-valued listed company in mainland China and Hong Kong. Since its listing on the STAR Market over two weeks ago, CXMT's cumulative increase has exceeded 500%, while Tencent's stock price plummeted by 4.5% after announcing its Q2 earnings. Market analysts believe this phenomenon reflects the accelerated shift of capital from internet platforms to hardware assets such as semiconductors, driven by the AI boom.
05:44
The Digital Yield ETF (DIGY11) aims for annual distributions equivalent to Brazil’s Interbank Deposit Certificate (CDI) of 14.15%, plus 3–5 percentage points, net of costs. The fund is expected to begin trading on Brazil’s B3 in early September, distributing income monthly.
05:22
The Seoul Southern District Court found Jeong guilty on most charges, including embezzlement and using false documents to register as a virtual asset service provider. However, he was acquitted of a primary indictment alleging fraud of roughly $175.6 million from about 2,800 people, as evidence was ruled illegally collected. Prosecutors had sought a 20-year sentence. Delio, which promoted itself as a digital asset bank, suspended withdrawals in June 2023 and was declared bankrupt in November 2024.
05:17
Japanese Bitcoin reserve company Metaplanet (3350) announced the launch of a continuous bond issuance program called “BitBonds” and has completed the sale of the first four series of private placement bonds, totaling approximately 200 million JPY (1.3 million USD). These unsecured senior bonds have a term of approximately three years and an annual interest rate between 4% and 4.3%.
05:09
Chinese chip manufacturer SMIC announced its unaudited results for the second quarter of 2026, with revenue reaching $3.006 billion, a year-on-year increase of 36.1% and a quarter-on-quarter increase of 20%. The company's net profit was $733 million, a nearly four-fold surge year-on-year. Gross margin rose from 20.1% in the first quarter to 25.3%.

The company expects third-quarter revenue to grow by 2% to 4% quarter-on-quarter, with gross margin further improving to 26% to 28%. SMIC stated that the performance growth was mainly driven by the spillover of AI demand, which kept capacity utilization at a high level (93.7%), continuous optimization of product structure, and increases in both wafer shipments and average selling prices.
05:09
Chinese semiconductor foundry Hua Hong Grace announced its Q2 2026 results, with quarterly sales revenue increasing by 26.8% year-on-year to a record high of $717.5 million; net profit attributable to the parent company was $38.6 million, a year-on-year increase of 385.9%. The company's gross profit margin rose to 16.5%, and its capacity utilization rate reached 102.8%. Both revenue and gross profit margin exceeded previous guidance. The company expects Q3 sales revenue to be between $770 million and $780 million, with a gross profit margin projected to be between 16% and 18%.
05:08
Anthropic, the developer of the Claude model, is in acquisition talks with AI startup Decart AI, with the deal valued at approximately $6 billion. This would be Anthropic's largest known acquisition to date. Decart AI was founded in 2023 by three Israeli engineers, and its core technologies include "world models" and chip efficiency optimization software, which are expected to help Anthropic expand its existing hashrate infrastructure at a lower cost to meet continuously growing computing demands. This acquisition comes as Anthropic actively prepares for its initial public offering (IPO), with high hashrate investments becoming a significant source of its financial pressure. Decart AI completed a $300 million funding round in May this year, with a valuation close to $4 billion, and NVIDIA (Nvidia) is one of its investors.
05:04
Barclays' global equity derivatives strategy team noted that option markets suggest “a divergence of downside opinions” for traders of stocks and bonds.
04:45
CK Hutchison Holdings Ltd.'s profit saw a significant increase in the first half of the year, primarily driven by its investments in oil production which benefited from a global energy shock and subsequent price hikes, alongside robust retail performance.
04:32
Machi had purchased Bored Ape #5715 for 34.17 ETH three years ago. His current ETH long position is 2,800 ETH ($5.3 million), with a liquidation price of $1,863.08.
03:47
South Korea's benchmark stock index, KOSPI, rose 3.6% on Thursday, rebounding approximately 22% from its July 30 low, officially entering a technical bull market. This rally was primarily driven by chip stocks such as Samsung Electronics and SK Hynix, both of which saw single-day gains of close to or exceeding 5%. Previously, KOSPI had plummeted 22% in July alone, marking its worst monthly performance since the global financial crisis. Behind this rebound are several factors: sustained high AI capital expenditures by global tech giants, easing inflation data in the US alleviating rate hike concerns, tightened regulatory rules for single-stock leveraged ETFs, and market expectations that Samsung and SK Hynix are about to announce large-scale shareholder return plans.

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