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8/14
10:10
Polen Capital Management, in its Q2 2026 investor letter for the "Polen Focus Growth Strategy," stated that EMCOR Group, the largest mechanical, electrical, and plumbing specialty contractor in the United States, has seen approximately half of its recent revenue growth and increasing backlog related to data center and semiconductor factory construction. The firm believes EMCOR is a less obvious but critical bottleneck in AI infrastructure construction, benefiting from AI infrastructure spending, the reshoring of U.S. manufacturing, and semiconductor factory construction supported by the CHIPS Act, with demand for its services now exceeding supply.
10:10
Nintendo's stock price closed up 6.6% in Tokyo on Friday, after the company announced that global sales of "Pokémon Pokopia" have surpassed 5 million units (including physical and digital versions). The game was launched on March 5th, just over four months ago. This sales milestone also makes "Pokémon Pokopia" the second best-selling game on the Switch 2 platform, driving Nintendo's stock price up 10.3% for the week.
10:07
Bank Leumi will allow customers to buy, hold, and sell Bitcoin, Ether, and Solana through its Leumi Trade app, becoming the first Israeli bank to announce such a service. Galaxy Digital will provide the trading and custody infrastructure via its GalaxyOne Institutional platform.
09:37
According to The Information, citing sources, Tesla's new Roadster sports car, which has been delayed for nearly nine years, is expected to be unveiled as early as this month at SpaceX's test facility in McGregor, Texas. This limited-edition model, jointly developed by Tesla and SpaceX, features cold gas thrusters as its biggest highlight and may include an unmanned flight demonstration. Boosted by this news, Tesla's pre-market shares rose by nearly 2%.
09:35
The rebound in local corporate bond sales follows a right-wing shift in the government, which has stimulated investor demand for local assets and triggered a drop in sovereign yields.
09:28
The Bloomberg Dollar Spot Index fell 0.4% on Friday to its lowest level since May 29. This followed unexpectedly weak US retail sales data, which prompted traders to further scale back expectations for Federal Reserve interest rate hikes this year, a shift that reversed the hawkish narrative that had previously supported the dollar.
09:16
Silver futures opened lower on Friday but rebounded above $65 in early trading, reaching a high of $65.14 per ounce. The market generally believes that the weak inflation data released this week has reduced expectations for the Federal Reserve to raise interest rates in September. According to the latest data from the CME Group FedWatch tool, the probability of the Federal Reserve keeping interest rates unchanged in September is 69.4%.
09:04
Radiant World has been under pressure after reports emerged that it provided falsified documents to banks, leading some banks and counterparties to pull back from dealing with it.
09:01
The crypto market continues its downturn, with a total market capitalization loss of $1 trillion, impacting funds designed to introduce various cryptocurrencies to mainstream investors. Grayscale Investments recently withdrew its plans for exchange-traded funds (ETFs) related to Cardano's ADA, Polkadot's DOT, and Hedera's HBAR. This year, Bitcoin has fallen by 28%, while the small-cap token index has dropped over 40%, with prominent tokens including Dogecoin, Solana, and ADA seeing their values halved.
08:59
The coalition, which includes Bahrain, Bangladesh, Comoros, Djibouti, Egypt, Jordan, Kuwait, Pakistan, Qatar, Saudi Arabia, Somalia, Sudan, Turkiye, and Yemen, aims to strengthen collective maritime defence cooperation. Rear Admiral Abdullah bin Salem Al-Shehri has been appointed as its commander. The announcement follows repeated Houthi attacks on Saudi-flagged ships in the region amid the ongoing US-Israel war on Iran.
08:33
Norges Bank Investment Management (NBIM) revealed in its latest semi-annual disclosure that its indirect Bitcoin holdings increased by 21.2% in the first half of this year and by 60.5% over the past year, reaching 11,549 Bitcoin. These holdings are primarily achieved through investments in companies that hold Bitcoin, with investments in Strategy accounting for nearly 86% of the total, or 9,914 Bitcoin. Additionally, NBIM disclosed a new $88.3 million investment in Bitmine, an Ethereum treasury company, indirectly holding approximately 67,340 Ethereum.
08:30
U.S. stocks are poised to end the week at a record high, extending the upward momentum driven by strong earnings reports and cooling inflation data.
08:28
Israeli Prime Minister Benjamin Netanyahu sarcastically referred to the UK as the "United Islamic Republic of Great Britain" in a podcast aired on Thursday, a remark made amid increasingly strained relations between Israel and a potential Labour government in the UK. Netanyahu expressed dissatisfaction with how the British media reports on Israel and linked his comments to Iran, stating, "We're making sure there isn't another one here [Iran]." A Jewish group from the UK and Ireland criticized Netanyahu's remarks as "dangerous and irresponsible," stating that his words do not represent British Jews.
08:26
According to a new report from the Identity Theft Resource Center, over 471 million victim notices were associated with data compromises in the first half of 2026, compared to 297.5 million for all of 2025. The number of incidents reached 1,803 in H1 2026, up from 1,732 in the same period last year. A study by IBM indicates that between March 2025 and February 2026, one in four breaches was AI-enabled, a 56% increase from the previous year. The ITRC report also noted a rise in "malicious insider" incidents, with 21 events in H1 2026 compared to three in all of 2025, partly attributed to disgruntled laid-off employees and North Korean IT workers allegedly using stolen identities and AI-generated resumes to infiltrate U.S. businesses.
08:22
Kraken parent company Payward reported its second-quarter adjusted revenue increased 17% year-over-year to $508 million, while remaining adjusted EBITDA positive at $23 million. The company's funded accounts grew 42% to 6.6 million, and assets on its platform reached $40 billion. This growth occurred despite a 13% decline in total platform transaction volume to $310 billion, with a shift in mix towards equities and tokenized equities. Payward also gained spot market share for a third consecutive quarter and saw asset-based and other revenue climb to 60% of total revenue.
08:13
Shares of Alimentation Couche-Tard Inc., Casey’s General Stores Inc., and Murphy USA Inc. have all risen at least 24% this year, driven by investor demand for defensive plays. Casey's, the top performer, was also added to the S&P 500 Index four months ago.

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