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8/13
13:11
Tether announced on August 13, 2026, that KPMG U.S. has successfully completed the audit of the financial statements of its subsidiary, Tether International, S.A. de C.V., for the fiscal year ended December 31, 2025. KPMG issued an unqualified opinion, which is the most positive form of opinion an independent auditor can issue, indicating that the financial statements present fairly, in all material respects, the financial position, results of operations, and cash flows of the company. Paolo Ardoino, CEO of Tether, stated that this audit sets a new standard for the stablecoin industry and demonstrates the company's ability to withstand the most rigorous scrutiny. The audit report shows that Tether's reserves exceeded its liabilities by $6.814 billion.
13:10
Ackman disclosed he bought S&P Global (SPGI), which is down over 20% from its 2025 high, believing market fears that AI will commoditize financial data are aimed at the wrong part of the company. Burry bought Adobe (ADBE), trading under 11 times forward earnings versus a five-year average near 27 times, believing the market is wrongly expecting AI to kill Adobe's business.
13:09
The analysis highlights that Wall Street's sentiment towards Amazon is overwhelmingly positive, with no sell ratings among 62 analysts. This outlook is driven by the acceleration of Amazon Web Services (AWS) into the largest AI capital expenditure cycle in history, with AWS revenue growing 36.7% in Q2, its fastest pace in 18 quarters. The report also notes Amazon's Q2 revenue reached $200.61 billion, up 19.6% year-over-year, though free cash flow turned negative as full-year capital expenditure guidance hit $220 billion.
13:06
The nation’s affordable-housing shortage is fueling a fast-growing corner of the municipal bond market, as lenders securitize portfolios of multifamily mortgages to free up capital for new loans.
12:59
Despite a post-Q2 2026 earnings selloff, 55 out of 62 analysts rate Meta as "Buy." Rosenblatt Securities holds the Street-high target of $1,117, suggesting a potential 100% gain, driven by expectations for WhatsApp agentic AI monetization for small businesses. Meta currently trades at $578.85.
12:58
The analysis notes that Planet Labs' stock had rallied ahead of SpaceX's market debut in June but pulled back after the massive IPO diverted investor attention from smaller space stocks. A $1.5 billion at-the-market stock offering in the same month further exacerbated its decline. Analysts project Planet Labs' revenue and adjusted EBITDA to grow at CAGRs of 35% and 115% respectively from fiscal 2026 to 2029, which could justify its valuation, though its outstanding share count has risen 36% since its market debut.
12:48
Bernstein SocGen Group analyst Gautam Chhugani reiterated an "Outperform" rating for Iren Ltd. (IREN) on August 13, setting a price target of $100, implying an upside of approximately 120% from current levels. This price target is based on IREN's strategy to transition from a Bitcoin miner to an AI cloud service provider, with its "New Cloud" model expected to generate 5-10 times the revenue per megawatt compared to traditional hosting. Microsoft has officially accepted IREN's Horizon 1 data center in Childress, Texas, and IREN has achieved NVIDIA "Exemplar Cloud" status, further validating its strategy.
12:48
该分析师认为,SpaceX目前股价为135美元,基于2026年预计营收442.5亿美元,其远期市销率高达41倍,估值昂贵。此外,预IPO内部人士的股票锁定期将分阶段结束,包括首席执行官埃隆·马斯克在内的早期股东将获准出售股份,这可能增加市场供应。分析师建议投资者等待SpaceX在IPO后展现出持续强劲的业绩表现再考虑买入。
12:46
Kraken announced a partnership with crypto payment network Mesh, aiming to simplify the cryptocurrency deposit process. Through this collaboration, users can now directly deposit cryptocurrencies into their Kraken accounts from other exchanges (currently supporting Coinbase) without manually copying and pasting addresses. Additionally, Mesh's SmartFunding feature also supports converting users' non-target token balances on other exchanges into target tokens to supplement the deposit amount.
12:32
Valero Energy (VLO) stock has been hitting new highs recently and was added to the Investor's Business Daily Big Cap 20 leading large-cap growth stocks index. Analysis suggests traders could consider a low-risk call butterfly options trade to gain bullish exposure to Valero.
12:27
CuriosityStream's stock price surged over 50% after its Q2 earnings release, closing up 37.5%. This increase was primarily driven by the company's strategic pivot to licensing its content to artificial intelligence (AI) large language model builders. The earnings report showed that licensing revenue accounted for over 60% of total revenue in Q2, a 48% year-year increase, and gross margin significantly improved from 56% in Q1 to 73%. Management plans to continue developing high-value revenue, aiming for $100 million in annualized sales.
12:26
Demis Hassabis, co-founder of Google DeepMind, will step down as Senior Vice President and be succeeded by Koray Kavukcuoglu, who will report directly to Google CEO Sundar Pichai. Kavukcuoglu previously served as DeepMind's CTO and Google's Chief AI Architect. This personnel change is interpreted by the market as a signal of Google's AI business shifting from "research-driven" to "product execution." The new head's primary challenges include the delayed release of the flagship model Gemini 3.5 Pro (due to the need for further improvement in programming capabilities) and the continuous outflow of high-end talent from the AI team. Bloomberg previously reported that the delayed release of Gemini 3.5 Pro led to a drop in the stock price of Google's parent company, Alphabet, in July.
12:23
OpenAI Chief Revenue Officer Denise Dresser is leaving less than a year after joining, marking the second major executive departure in days. Dresser's departure follows longtime executive Brad Lightcap's announcement on Tuesday that he is also leaving the company. OpenAI has hired Dali Rajic, former president and COO of cybersecurity company Wiz, to replace Dresser.
12:22
The investor notes Amazon's Q2 AWS revenue grew 37% year-over-year to $42.232 billion with a 39.4% operating margin, and advertising revenue rose 26% to $19.809 billion. Despite negative free cash flow of -$7.6 billion due to a 68.44% surge in capital expenditure to $54.208 billion, the investor believes this spend is backed by contracted AI capacity and that the market is pricing Amazon like a retailer while its internals behave like a utility conglomerate. Amazon's stock has risen 13.49% to $267.28 since July 30.
12:22
Amazon founder Jeff Bezos filed a Form 144 on August 3, proposing to sell up to 15 million shares of Amazon stock, valued at approximately $4.07 billion. Concurrently, he has joined a consortium that is nearing a deal to acquire about one-third of Liverpool Football Club. The transaction values Liverpool at approximately $6 billion, with the target equity stake valued at about £1.35 billion. This stock sale is being executed under a Rule 10b5-1 trading plan adopted on November 14, 2025, and does not indicate a bearish outlook on Amazon from Bezos.
12:17
NVIDIA (Nvidia) was chosen by Investor's Business Daily (IBD) as the stock of the day, with its share price currently at $225.13, approaching the buy point of $236.53. The company is about to release its Q2 earnings report, and IBD has given it a composite rating of 97/99.
12:16
The article points out that although analysts generally consider Berkshire Hathaway's Class B shares to be reasonably valued, its manufacturing, service, and retail segments performed exceptionally well in the second quarter, with revenue increasing by 15.2% year-over-year to $61.5 billion, and net profit growing by 24.1% year-over-year to nearly $4.5 billion. These businesses contributed nearly 40% of the company's discretionary cash flow.
12:09
This shift is driven by AI and high-performance computing (HPC) reshaping mining economics, leading operators to repurpose power and data centers. Meanwhile, a smaller segment of miners continues to expand Bitcoin capacity.
12:08
Binance now supports users to directly deposit third-party tokenized securities into their Binance spot wallets and convert them into bStocks at a 1:1 ratio. No fees will be charged during the activity period, which ends at 07:59 AM (UTC+8) on August 27. After conversion, users can enjoy 24/7 trading, withdrawals, and redemptions.
12:01
Intuitive Machines' net losses nearly doubled to $46.4 million, despite CEO Steve Altemus calling the quarter "strong" with revenue quadrupling year-over-year. The company booked $920 million in new contracts in Q2, bringing its order book to $1.8 billion, enough for two years of work.

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