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8/13
09:21
ECARX executives detailed their global expansion strategy, product portfolio, and financial targets at a JPMorgan Chase conference. The company's Q2 revenue was approximately $225 million, representing over 40% year-over-year growth, with a gross margin close to 20%, and it has achieved adjusted EBITDA profitability for four consecutive quarters. Management provided a full-year revenue target between $1 billion and $1.2 billion. ECARX is driving global growth through partnerships with automakers such as Volkswagen, Renault, Volvo, Polestar, and Mercedes-Benz, combined with its self-developed chips, Qualcomm and MediaTek platforms, and in-car computing, software, AI, and sensor systems. The company also plans to invest in AI chips, software, and tools, and expects to launch new products in Latin America and Europe.
09:16
Broadcom reported its Q2 fiscal year 2026 earnings, with AI semiconductor revenue reaching $10.8 billion, a 143% year-over-year increase. Lumentum announced its Q4 fiscal year 2026 earnings, with total revenue reaching $1.006 billion, up 109.3% year-over-year, including a 122.6% growth in systems business and 102.7% growth in components business. Lumentum CEO Michael Hurlston stated that the company achieved its target operating model a quarter ahead of schedule, with non-GAAP operating margin soaring 2160 basis points to 36.6%. The performance of both companies highlights the increasingly central role of optical technology in AI infrastructure development.
09:05
Salesforce, led by CEO Marc Benioff, executed a record $27 billion stock buyback in the first quarter ending in April, a move equivalent to nearly 19% of its market capitalization. This aggressive repurchase aims to signal confidence in the company's growth trajectory and combat what Benioff terms the "SaaSpocalypse"—a narrative suggesting AI agents will reduce corporate spending on software-as-a-service (SaaS) products. The buyback boosted non-GAAP earnings per share by $0.23 as diluted shares outstanding fell 11%. The company also reported strong first-quarter revenue of $11 billion, up 13% year-over-year, and robust free cash flow of $6.6 billion.
09:00
美东时间8月13日周四,比特币开盘报63,410.39美元,较周三开盘价下跌0.2%;以太坊开盘报1,878.08美元,较周三开盘价下跌0.2%。截至美东时间上午8:29,比特币价格上涨至63,504.99美元,以太坊价格上涨至1,983.13美元。雅虎财经分析指出,比特币本周开盘价每日走低,其日、周、月、年价格趋势目前均转为负面,交易员正在权衡中东持续的不确定性以及7月通胀降温的经济报告。分析认为,美联储不会在9月加息的信号可能促使比特币重回65,000美元区间,但只要霍尔木兹海峡仍处于关闭状态且与伊朗的长期和平未能建立,比特币等风险资产将难以维持在该价格区间。
08:59
Steve Hanke, a professor of applied economics at Johns Hopkins University, and David M. Walker, former U.S. Comptroller General, wrote in Fortune magazine that, according to the latest financial statements from the U.S. Treasury Department as of September 30, 2025, the federal government's total assets were $6.06 trillion, while liabilities reached $47.78 trillion. If unfunded social insurance obligations such as Social Security and Medicare are included (unfunded obligations over a 75-year period have increased to $88.4 trillion), the federal government's total liabilities would exceed $136.2 trillion. They believe that the U.S. government is "insolvent" and facing a "fiscal catastrophe."
08:59
Medicus Pharma (NASDAQ:MDCX) announced its financial results for the second quarter of 2026 and reported regulatory and clinical progress for its SkinJect and Teverelix programs. The company raised approximately $40 million through equity and debt financing in the first half of 2026. However, the company disclosed that there are substantial doubts about its ability to continue as a going concern without additional financing. Regarding its pipeline, the SkinJect program received "Study May Proceed" authorization from the U.S. FDA for its registrational study in patients with Gorlin Syndrome. The Teverelix program received Institutional Review Board (IRB) authorization and positive feedback from the FDA to optimize its Phase 2 study in acute urinary retention, and obtained authorization from the UAE Ministry of Health to initiate the PRECISION-E2 Phase 2 study in women with symptomatic endometriosis. The company reported a net loss of $11.7 million, or $0.21 per share, for the second quarter, compared to a net loss of $6.2 million, or $0.43 per share, in the same period last year.
08:55
Iran will join the BRICS New Development Bank (NDB), Central Bank of Iran Governor Abdolnaser Hemmati said on Thursday, a move aimed at strengthening its economic alliances amid nearly six months of ongoing conflict with the United States and Israel. Hemmati is currently in India, preparing for next month's BRICS summit. Joining the bank will make Iran eligible to seek financing for its infrastructure and sustainable development projects, addressing the pressure on its economy from long-term sanctions and the current conflict.
08:42
Richmond Federal Reserve President Barkin noted that inflation may slow due to easing wage pressures, fading tariff and oil shocks, but price pressures may persist. He added that many Federal Reserve officials believe current interest rates are sufficiently restrictive. Meanwhile, consumer spending remains resilient, business investment is strong, and artificial intelligence is helping companies try to reduce their headcount.
08:38
U.S. homebuyer demand hit a record low in July, with just 967,000 buyers compared to 1.46 million sellers, resulting in a 51% seller surplus. Nearly 80% of major metropolitan areas are now buyer's markets, granting house hunters increased negotiating power. Miami leads this trend with 154% more sellers than buyers, followed by Nashville and several Texas metros. High mortgage rates, elevated prices, and economic uncertainty are cited as key factors keeping buyers on the sidelines.
08:34
Silver September futures opened at $65.46 per ounce on Thursday, down 0.4% from Wednesday's closing price of $65.70. As of 8:11 AM ET, silver prices edged lower to $65.23. Silver's year-over-year gain has reached 70.2% ahead of the Producer Price Index (PPI) report. The upcoming PPI report will be another important signal to help determine the Federal Reserve's actions after next month's interest rate meeting. Previously, Yahoo Finance Federal Reserve reporter Jennifer Schonberger stated that the cooling CPI data released on Wednesday supports the Federal Reserve's reason to wait, and given that inflation has cooled for two consecutive months, a September rate hike by the Federal Reserve is unlikely.

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