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8/13
10:47
Sandian rose 6.13% intraday, now trading at $1,426.68.
10:44
Foreign Investors Flee Brazil Stocks at Fastest Pace Since 2021
Foreign investors pulled money out of Brazilian equities on Tuesday at the fastest pace in over five years, driven by concerns over the presidential election and its potential impact on the fiscal deficit and economy.
10:41
Traders Pare Bets on Fed Rate Hike This Year as Oil Prices Fall, Reinforcing Positive Inflation Outlook
Bond traders stopped fully pricing in a Federal Reserve interest-rate increase this year amid a retreat in oil prices that reinforced positive sentiment on the inflation outlook.
10:37
Goldman Sachs warns of "sell the news" risk for NVIDIA before its earnings report on August 26, despite high market expectations of $92 billion in revenue, a 96% year-over-year increase
Goldman Sachs analyst James Schneider noted that NVIDIA's stock price has risen 12% in the past two weeks, with the market holding extremely high expectations for the upcoming Q2 earnings report, which could lead to a "sell the news" scenario after the report is released. Analysts expect NVIDIA's revenue to reach $92 billion, a 96% year-over-year increase, and earnings per share (EPS) to double to $2.08. Schneider stated that to avoid this risk, NVIDIA needs to demonstrate improved profitability for hyperscale cloud service providers, reasonable capital expenditures for customer financing platforms, and strong capital returns (such as buybacks and dividends).
10:37
Iranian media: Another oil spill in the Strait of Hormuz has affected Iran's Qeshm Island coastline and mangrove forests.
Iranian media reported on Wednesday another oil spill in the Strait of Hormuz, which has affected the coastline of Iran's Qeshm Island and an environmentally sensitive mangrove forest. A spokesperson for the Iranian Foreign Ministry stated that the source of the pollution appears to be a "foreign bulk carrier," but did not specify the vessel's name. He noted that the risk of oil spills in the Gulf region has sharply increased due to tanker attacks during the US-Iran conflict. Since early March, the International Maritime Organization has reported 65 related incidents in the Strait of Hormuz and the wider Middle East region.
10:36
Zerohash Fails to Secure U.S. Trust Bank Charter as OCC Returns Application, Company Plans to Refile This Month
Zerohash, a Chicago-based fintech providing digital asset trading infrastructure for firms including Morgan Stanley's E*Trade, was denied a U.S. Trust Bank Charter by the Office of the Comptroller of the Currency (OCC). The OCC returned Zerohash's application, typically indicating a deficiency. Zerohash stated this is an "administrative process" and they intend to refile their application this month, anticipating a swift review.
10:36
Analysis indicates that under the leadership of Federal Reserve Chairman Kevin Warsh, the September meeting may once again keep interest rates unchanged.
The article analyzes that Federal Reserve Chairman Kevin Warsh has maintained interest rates unchanged in two meetings since taking office in March. Despite the largest divergence in a decade at the most recent meeting (9 policymakers voted to maintain rates, 3 voted to raise them), given Warsh's stance of not providing forward guidance, and the unexpected loss of 23,000 US jobs in July (with 264,000 people leaving the labor force, causing the unemployment rate to drop to 4.1%), it is expected that the Federal Reserve will again choose to maintain interest rates at its next meeting in September. The current annual inflation rate remains at 3.5%, which is above the Federal Reserve's 2% target.
10:36
IREN shares jump over 10% after Microsoft accepts its first AI data center, part of a $9.7 billion cloud services deal
IREN Ltd. (NASDAQ:IREN) announced that Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services agreement. Horizon 1 is a 50-megawatt deployment of Nvidia Corp. (NASDAQ:NVDA) GB300 systems, marking a significant milestone in IREN's pivot from Bitcoin mining towards AI infrastructure. The full contract is expected to generate approximately $1.94 billion in annualized revenue once all four facilities are operational.
10:27
Lebanese Americans Sue U.S. Government, Defense Contractors Over Israeli War Conduct in Lebanon
A group in Michigan has spearheaded a class-action lawsuit, accusing the U.S. government and defense contractors including Boeing, Lockheed Martin, and Caterpillar of violating U.S. laws prohibiting aid to foreign governments known to commit human rights abuses, through their roles in Israel's war in Lebanon. The lawsuit, filed Tuesday in U.S. District Court in Michigan, alleges that U.S. funding and weapons provided to Israel led to alleged abuses of force by Israel, destroying Lebanese-American property in Lebanon, in violation of the Leahy Law.
10:27
Trezor shipping provider ShipMonk breach allegedly exposes personal data of nearly 14,000 hardware wallet customers, including shipping addresses
10:26
Survey shows many Americans' retirement savings are far below the $1.2 million target, and the timing of Social Security claims is crucial.
A Schroders survey indicates that over half of U.S. retirement plan participants expect to have less than $500,000 saved by retirement, with 24% anticipating less than $250,000. This is significantly below the approximately $1.2 million they believe is needed for a comfortable retirement. Analysis suggests that for individuals with insufficient savings, the timing of claiming Social Security benefits is particularly crucial. For instance, claiming Social Security at age 70 instead of 62 could result in an additional $1,080 per month, increasing lifetime income by nearly $13,000 annually.
10:16
Ether.fi adds tokenized stocks, metals and Aave-powered portfolio loans in latest ‘neobank’ expansion
The platform noted its updated app is “less crypto-forward,” and aimed at attracting “a much broader audience.”
10:15
Robinhood's second venture fund, Robinhood Ventures Fund II, debuted on Thursday, raising $225.5 million in its IPO to give retail investors access to early-stage private companies.
The fund will focus on current and former participants in the Y Combinator startup accelerator program, which has financed over 5,000 companies including crypto exchange Coinbase and ChatGPT maker OpenAI. Robinhood listed its first fund, which focuses on late-stage startups, in March.
10:14
TCW Concentrated Large Cap Growth Fund在2026年第二季度增持美光科技(MU)，认为其是AI基础设施建设的明确受益者
10:13
Dell's stock has beaten Micron and AMD this year, and is now adding to its gains
10:09
US stocks rise on broad sector strength; Brent crude falls over 2% to $86/barrel
Stocks opened higher on Thursday as traders pared back bets of a Federal Reserve rate hike in September following another inflation reading. Real estate, communication services, and consumer staples led the gains, while the energy sector declined.
10:06
Oxford Economics expects July headline PCE inflation to rise 3.6% year-over-year, slightly easing from June's 3.7%, and anticipates the Fed will keep rates unchanged for the rest of 2026.
Oxford Economics expects July headline PCE inflation to rise 3.6% year-over-year, slightly easing from June's 3.7%, and anticipates the Fed will keep rates unchanged for the rest of 2026. The firm cites cooling services inflation and a labor market showing little sign of overheating as reasons for its forecast. The official PCE report for July is due later this month.
09:59
TCW Concentrated Large Cap Growth Fund listed KLA Corporation (KLAC) as a new holding in its Q2 2026 investor letter, believing the company will benefit from semiconductor chip complexity.
The fund noted that KLA Corporation, as a developer and manufacturer of advanced process control solutions for semiconductor chip manufacturing, produces products that help accelerate chip development and improve yield and quality. As the complexity of semiconductor chips continues to increase, the demand for more advanced inspection systems is accelerating, and TCW believes KLA is well-positioned to benefit from this trend. The fund also favors KLA's competitive position, industry-leading margins, pricing power, and strong track record of returning cash to shareholders through dividends and share repurchases, and believes that the current stock price does not fully reflect its long-term cash flow potential.
09:59
TCW Fund Q2 Investor Letter: Cybersecurity company CrowdStrike (CRWD) delivered solid results and raised guidance, benefiting from increased cybersecurity spending driven by the proliferation of AI agents.
TCW Concentrated Large Cap Growth Fund noted in its Q2 2026 investor letter that cybersecurity technology company CrowdStrike Holdings (CRWD) reported robust quarterly results, including $256 million in annual net new ARR (up 32% year-over-year), a non-GAAP operating margin of 24% (up 6% year-over-year), and free cash flow of $469 million (up 67% year-over-year). Management subsequently raised its forward guidance. The fund believes that as AI agents become more prevalent, the increased risk of cyberattacks will drive growth in cybersecurity spending, and maintains a constructive view on CrowdStrike's stock. As of August 12, CRWD's stock price has increased by 10.07% over the past month and 111.168% over the past 52 weeks.
09:59
TCW Concentrated Large Cap Growth Fund Highlights Palo Alto Networks (PANW) as Key Contributor in Q2 2026 Investor Letter, Citing AI-Driven Growth and Raised Guidance
The fund stated that Palo Alto Networks' shares rose after the company reported strong quarterly results, including accelerating organic growth driven by AI, CyberArk integration running ahead of plan, and a Q4/FY26 guidance raise above consensus expectations. TCW believes AI may be a multi-year tailwind for firewall demand, driving bookings growth as increased AI agent use necessitates higher cybersecurity spending.

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