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8/13
08:07
Nasdaq futures were little changed. The broader stock market saw modest gains for the S&P 500, Nasdaq, and Russell 2000, aided by a tame CPI report. AI hardware and buildout stocks also rose, fueled by strong earnings from Lumentum.
08:01
Human rights organizations and monitoring bodies indicate that Israel is systematically and extensively crushing, mixing, and removing millions of tons of rubble from the Gaza Strip. The Euro-Med Human Rights Monitor reports that this action may be aimed at demographic engineering, destroying evidence of war crimes, permanently altering the local landscape to prevent Palestinians from returning home, and even paving the way for the reconstruction of Israeli settlements. It is estimated that there are approximately 68 million tons of rubble in the Gaza Strip, of which at least 10 million tons have been removed or processed. Around 100 trucks daily transport rubble out of the Gaza Strip to undisclosed locations in Israel and the occupied West Bank. Budour Hassan, a researcher at Amnesty International, stated that this could be an attempt by Israel to deliberately destroy evidence of crimes committed during the war.
07:54
Robert Kaplan, Goldman Sachs Vice Chairman and former Dallas Fed President, says the Federal Reserve was right to not raise interest rates at the meeting in July.
07:44
Official UK data shows that the economy grew by 0.4% in the second quarter, following a 0.6% increase in the first quarter, with business investment rising by 1.7%, exceeding the expectations of economists surveyed by Reuters. Sanjay Raja, Chief UK Economist at Deutsche Bank, stated that these figures position the UK to be the fastest-growing economy in the G7 for the second consecutive quarter. However, the International Monetary Fund warned in April that a war between the US, Israel, and Iran would hit the UK's growth prospects harder than other wealthy nations. The UK is highly exposed to rising energy prices due to its oil and gas imports, and commodity inflation has surged more than most peers in recent years. Bloomberg reported on Wednesday that UK Treasury officials presented worst-case scenario models to new Prime Minister Andy Burnham, suggesting that economic growth could slow to 0.3% next year if disruptions in the Strait of Hormuz persist.
07:38
Bank of America (BofA) has increased its 2030 server CPU market forecast, now expecting it to exceed $210 billion, up from the previous estimate of $170 billion. This revised projection is nearly five times the estimated 2025 market size. The bank attributes this surge to AI agents, which are shifting CPUs from supporting roles towards the orchestration control plane, potentially altering the CPU-to-GPU ratio from 1:4 towards 1:1. BofA anticipates a 36% annual growth rate through 2030, with AMD remaining its top CPU pick and Nvidia being the overall sector favorite.
07:38
The agency noted that U.S. July inflation slowed from 3.5% to 3.4%, with decelerating wage growth and weakening employment data. Labor market uncertainties may prompt the Federal Reserve to remain on hold in September and beyond. According to LSEG data, the market currently anticipates one 25 basis point rate hike in 2026.
07:12
US tech companies like Meta, Google, and Amazon have issued hundreds of billions of dollars in debt this year to fund their artificial intelligence (AI) ambitions, Bloomberg Markets reported. Strategists at BNP Paribas noted that this wave of debt issuance is intensifying competition for cash in credit markets, leading to increased credit default swap (CDS) costs even for "the safest companies" unrelated to data centers or AI.
07:08
US government debt nears $40 trillion, with this year's deficit projected at $1.887 trillion and interest payments expected to hit $1.1 trillion. The government continues to promise more spending, with Trump pushing a $1.5 trillion military budget and Democrats campaigning on expanded healthcare, education, and other programs.
06:58
Ackman and CIO Ryan Israel stated in a Q2 letter to investors on Wednesday that an overly AI-focused stock market presented new opportunities.
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.

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