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8/13
13:50
Citigroup CEO Jane Fraser said she hopes the landmark cryptocurrency legislation passes into law, but she and others are still pushing for changes to the bill. Fraser expressed concern about the bill's treatment of stablecoin rewards, arguing that a reward system for deposits could adversely affect bank deposits, which in turn could impact banks' ability to provide loans and credit in some parts of the U.S. Previously, senators had reached a compromise on stablecoin rewards in the Lummis-Gillibrand bill, stipulating that platforms cannot pay rewards solely for holding assets, but can pay rewards for transactions and payments. The U.S. Senate is expected to hold a procedural vote on the bill next month.
13:49
CoinDesk analysis suggests that while institutions like asset manager Bitwise predict Bitcoin could reach $1.3 million within a decade, comparing Bitcoin's price to the 30-year U.S. government bond yield (considered a risk-free rate) reveals these targets might be overly optimistic. The 30-year government bond yield has now surpassed 5%, reaching its highest level since 2007, making non-yielding assets like Bitcoin relatively less attractive. Furthermore, the ratio of Bitcoin to the 30-year government bond yield failed to break its 2021 high during the 2025 bull market and completed a "head and shoulders top" breakdown in technical analysis, signaling that Bitcoin may face further losses relative to the long-term cost of capital.
13:42
Kathryn Thompson, Partner and CEO of Thompson Research Group, argued that markets are overly focused on near-term chip pricing, missing the massive industrial rebuild driven by AI. She projects over $5 trillion in spending over the next five years for AI reindustrialization, which she says dwarfs combined US interstate and rail system builds. Thompson identified power as the critical near-term bottleneck and suggested investors consider "old-school" names in materials, construction, and power generation, as these distribution and power layers are not yet fully priced for the anticipated demand.
13:36
The sale was disclosed in a recent SEC Form 4 filing. The shares were sold at a weighted average price of $27.05 per share. Following the transaction, Zeiler directly holds 537,436 shares and 188,193 derivative securities. The timing of the sale may be related to the company's impending acquisition by Paramount Skydance.
13:36
Archer Aviation announced on August 10 that it reached an agreement to purchase Boeing's subsidiaries Wisk Aero (eVTOL aircraft), SkyGrid (air traffic control software), and Insitu (uncrewed aircraft systems and AI software). This acquisition is expected to expand and diversify Archer's operations. Despite the recent rally, the stock is still down over 50% from its 52-week high of $14.62, and the company continues to incur significant losses, with a net loss of $263 million in its most recent quarter.
13:26
The U.S. Securities and Exchange Commission (SEC) may launch two initiatives targeting the cryptocurrency industry this Friday to advance related rule-making.
13:26
Citibank raised its price target for eBay (EBAY) from $127 to $130, driving the stock up 1% to $103.29. Analysis suggests that, based on historical data, the stock has a 75% probability of rising over the next month under specific technical conditions, with an average gain of 5.5%. Furthermore, current bearish sentiment among analysts may provide room for future rating upgrades.
13:20
Marvell Technology's shares have fallen amid investor caution on AI-linked stocks, despite the company reporting 28% year-over-year revenue growth. Management projects total revenue growth of 40% to $11.5 billion for the full year, with data center revenue expected to climb 50% in fiscal 2027 and 55% in fiscal 2028. The forecast for near-packaged optics (NPO) and co-packaged optics (CPO) revenue has doubled to $300 million for next fiscal year, driven by customer prioritization of latency reduction. Nvidia CEO Jensen Huang recently called Marvell the "next trillion-dollar company."
13:20
Chime Financial Inc. is exploring how to bring stablecoins into its consumer banking platform, signaling the new form of money is evolving beyond crypto markets and into everyday payments.
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.

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