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8/13
09:34
Figure Technology Solutions (FIGR) announced Q2 net revenue of $226 million, a 113% year-over-year increase, and net profit surged 192% to $87 million. Its consumer loan marketplace transaction volume soared 132% to $4.3 billion, with Figure Connect contributing $2.8 billion. The company's stock rose approximately 5% in pre-market trading on Thursday, extending Wednesday's 10% gain. Figure anticipates Q3 consumer loan marketplace transaction volume to reach between $4.8 billion and $5.2 billion.
09:29
Lombard is shifting its Bitcoin yield source from staking to this new strategy. The Bitcoin backing the strategy will be held in segregated, bankruptcy-remote accounts at qualified custodians, including Kraken, under tri-party agreements to maintain qualified custody throughout. Kraken will also serve as one of the execution venues for Bitwise's options trading underlying the strategy.
09:26
The collaboration aims to replicate the automation, digitalization, and IT/OT integration technology solutions successfully implemented at Vale's Conceição II demonstration plant, across Vale's other iron ore processing operations in Brazil. Since adopting these digital solutions, the Conceição II plant has seen a 25% increase in productivity, a 40% increase in the production of high-quality ore for direct reduction, and a 26% reduction in iron loss in tailings.
09:26
Elon Musk's Space Exploration Technologies Corp. (SpaceX) announced that it will exclusively use NVIDIA's AI chips, with Musk stating that NVIDIA was chosen because its chips are "the best." This move means that AMD (Advanced Micro Devices) will lose SpaceX as a potential client.
09:26
Eisman stated that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. He noted these two AI startups account for roughly 70% of AI-related revenue at Microsoft, Amazon, Alphabet's Google, and Oracle, and as much as 25% to 35% of their cloud revenue. Eisman believes the biggest revenue threat could come from China, as Chinese open-source AI models are significantly cheaper and appear to be gaining market share, potentially leading to a big price war.
09:22
Alpha Wealth Funds' "Insiders Fund" stated in its Q2 2026 investor letter that it has reduced its position in Alphabet, believing the market will not tolerate the company and other hyperscalers spending all free cash flow on data centers for the next two years. The fund noted Alphabet's recent $80 billion stock offering for AI infrastructure has shifted it from a cash-generating asset to a capital-intensive one, weighing heavily on the stock. The fund underperformed the S&P 500 in Q2, partly due to its ~30% concentration in Alphabet.
09:21
In its Q2 2026 investor letter, Baron Opportunity Fund highlighted Alphabet's strong performance in AI, noting that Google I/O 2026 revealed Alphabet processes 3.2 quadrillion tokens monthly, a sevenfold year-over-year increase, and the Gemini app surpassed 900 million monthly active users. Google Cloud revenue accelerated to 63% year-over-year growth, a five-year high, with operating margins expanding to 33% and the cloud backlog nearly doubling sequentially to approximately $462 billion.
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.

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