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8/14
13:15
The UGM Indosat NVIDIA AI Technology Center (NVAITC) in Yogyakarta, established under Indonesia’s AI Center of Excellence initiative, aims to bring together government, industry, and academia to develop AI solutions for Indonesia's national priorities, including healthcare, agriculture, and natural disaster response. The center will provide researchers and students with access to NVIDIA's full-stack AI platform and Indosat's sovereign GPU-as-a-service platform, GPU Merdeka.
13:12
B2VCrypto在推文中指出,超越比特币、ETF和传统股票,围绕数字经济正在出现更复杂的资本市场基础设施。其B2V Preferencial产品旨在通过优质抵押品、主动管理和数字资产上行潜力来接入这一演变。
13:12
The UK parliamentary commissioner for standards has resumed its investigation into the crypto donations received by Nigel Farage, following his victory in a recent by-election.
13:11
Wedbush Securities analyst Dan Ives maintains an Outperform rating on enterprise AI software company C3.ai (AI) with a $15 price target, implying roughly 47% upside from its current trading price of $10.18. This target is significantly higher than the broader Wall Street consensus of $8.82. The company reported fiscal 2026 revenue of $250.27 million, down 35.67% year-over-year, with full-year free cash flow deteriorating to negative $192.14 million. C3.ai's founder and CEO Thomas Siebel personally bought 6.17 million shares at $11.16 and described recent sales performance as "unspeakably horrible."
13:11
The company's recovery was fueled by growth in its Venmo and Buy Now, Pay Later businesses, which outpaced its online branded checkout volume in 2025. Management had highlighted these contributors in its Q4 2025 earnings report on February 3, 2026, and further raised full-year 2026 guidance for transaction margin dollars and non-GAAP earnings per share on July 28, 2026.
13:05
The fund, established by a group of U.S. and Japanese venture capital firms and research institutes, aims to bring Silicon Valley technology to Japan, cultivating deep tech startups and supporting their global expansion.
13:04
Japan is weighing providing last-resort reinsurance coverage for oil tankers traveling in dangerous areas such as the Middle East, including the Strait of Hormuz, aiming to mitigate risks from the ongoing Iran war and ensure a continuous flow of crude oil.
12:39
Ron Baron, founder of Baron Capital, told investors that Elon Musk's rocket and satellite company, SpaceX, could be valued at $20 trillion to $40 trillion within the next 10 to 15 years. Baron Capital currently holds approximately $25 billion in SpaceX shares, accounting for over one-third of its $70 billion in assets. Baron believes that SpaceX's value will primarily come from its Starlink satellite internet network and its space artificial intelligence business, with Starlink's annual revenue projected to reach $1 trillion within a decade, making this segment alone worth $14 trillion. Previously, SpaceX announced second-quarter revenue of $7.81 billion, exceeding analysts' expectations of $6.93 billion.
12:39
A Motley Fool analyst forecasts that the Vanguard Small-Cap Value ETF (VBR) is poised to outperform the S&P 500 through 2027. The prediction is based on VBR's cheaper valuations, trading at a forward P/E ratio of around 14 compared to the Vanguard S&P 500 ETF's (VOO) 20 multiple, and accelerating small-cap earnings growth. Small-cap earnings are expected to grow by 18% in both 2026 and 2027, driven by the artificial intelligence (AI) boom, with 2027 potentially marking the first time small-cap earnings growth surpasses that of the S&P 500 in several years.
12:38
Newsmax (NMAX) shares rose 19% in Friday's trading, reaching $0.03 per share earnings against an estimated loss of $0.03. The company's revenue increased 16.5% year-over-year to $54.1 million, surpassing analyst targets. Broadcast revenues climbed 20.5% to $45.8 million, and total audience reach grew 4% to 26.9 million viewers. Newsmax also reiterated its full-year sales guidance of $212 million to $216 million, expecting approximately $16 million in international licensing fees this year.
12:28
MP Materials surged 8% and USA Rare Earth jumped 9% on Friday, while NioCorp Developments was up around 2%. The rally appears to be driven by trader speculation about potential US tariff and industrial policy support for domestic critical minerals, rather than any confirmed news. The article notes that rare earth equities in 2026 have often traded on US trade and industrial policy expectations, with recent catalysts including a Trump stockpile plan and a China export ban.
12:28
Reddit's inclusion in the S&P 500 follows the acquisition of AvalonBay Communities by Equity Residential Properties Trust (EQR). JPMorgan estimates index funds tracking the S&P 500 will need to purchase approximately 16.7 million Reddit shares, nearly three times its average daily trading volume since its March 2024 IPO.
12:28
Americas Gold and Silver (NYSEAMERICAN:USAS) announced its Q2 2026 results, with revenue increasing by 71% year-over-year to approximately $46.3 million. Net loss narrowed to $5 million (compared to a loss of $15 million in the same period last year), and adjusted EBITDA improved to $12 million (compared to a loss of $4.1 million last year). The performance was driven by higher silver prices (average realized price of $67/ounce, compared to $34/ounce in the same period last year) and strong performance from the Cosalá mine. The company maintained its full-year 2026 silver production guidance at 3.2 million to 3.6 million ounces. Additionally, the company completed the modernization of the Galena complex shaft and resolved remaining metal delivery obligations with Sprott and Royal Gold, eliminating over $76 million in future variable metal obligations and over $28 million in annual debt service obligations. The company held approximately $89 million in cash at the end of the quarter.
12:27
An analysis by MarketWatch pointed out that out of 25,853 trading days from the beginning of 1928 to the present, if the 94 best-performing trading days (accounting for only 0.36% of the total trading days) were excluded, the net return of the S&P 500 index (or its predecessor index) would be negative. This indicates that timing the market is extremely difficult, and investors may make wrong decisions due to "fear of missing out" or "fear of topping out."
12:22
SK Hynix ADR (SKHY) was named Investor's Business Daily's (IBD) Stock Of The Day, with its shares trading at $168.46, up 1.68%. IBD analysis suggests the stock is actionable after clearing its trendline and short-term highs, and is building the right side of a short consolidation with a buy point of $194.80. The company is rallying alongside other memory plays and a broader rebound in the South Korean market.
12:13
Nu Holdings, the parent company of Brazilian digital bank NuBank, reported second-quarter results that exceeded market expectations. The company's active accounts reached 138.9 million, a 13% year-over-year increase; average revenue per active customer (ARPAC) grew by 22% year-over-year to $17.10. Additionally, customer deposits increased by 18% year-over-year, and the credit card and loan portfolio size grew by 37% year-over-year. Although the stock price rose by 13% after opening on Friday, it is still slightly down year-to-date.
12:11
Yahoo Finance published an article analyzing that despite Oklo's long-term growth potential in the micro-reactor field, its valuation is too high, and it has not yet achieved meaningful revenue. In contrast, Bloom Energy, with its solid oxide fuel cell technology, has been serving cloud and data center giants such as Oracle and CoreWeave, with its stock price soaring approximately 2030% in the past two years. Analysts expect Bloom Energy's revenue to reach $9.9 billion by 2028, with adjusted EBITDA of $2.9 billion, making its valuation relatively reasonable.
12:10
Dysprosium and yttrium imports, crucial for electric vehicles and chipmaking equipment, have plummeted approximately 80% in two years due to China's trade restrictions, forcing Japanese materials makers to deplete their inventories.
12:07
BridgeBio Pharma (BBIO) stock has risen 29% in the past three months, primarily due to the strong performance of its heart medication, Attruby. The company's second-quarter Attruby sales more than tripled year-over-year, exceeding $222 million, with total revenue reaching nearly $244 million, more than double that of the same period in 2025. Furthermore, BridgeBio has submitted New Drug Applications (NDAs) for three late-stage development drugs to the U.S. Food and Drug Administration (FDA), two of which have been accepted. Analysts are generally optimistic about BridgeBio, with institutions like Piper Sandler raising their price targets.
12:03
U.S. Treasury Secretary Scott Bessent said Thursday that the measures, aimed at strengthening the Donald Trump administration's efforts to force Tehran to surrender after nearly six months of war, would be "unprecedented in the history of economic isolation."
11:59
OpenAI Chief Revenue Officer Denise Dresser reportedly announced her departure on Thursday, two days after Head of Operations Brad Lightcap also ended his eight-year tenure. Additionally, executive Fidji Simo has also left. This wave of executive departures comes as OpenAI seeks to justify its $852 billion valuation through an initial public offering (IPO), which analysts have called a "huge red flag." OpenAI confidentially filed its IPO prospectus in June. The company has appointed Dali Rajic, former COO of cybersecurity firm Wiz, as its new Chief Revenue Officer, and stated that its enterprise business customers have grown to 2 million.
11:57
Nick Timiraos noted that while the symmetric measure indicates inflation has not progressed towards the Fed's target for some time, and is lower than the core measure, two different approaches to filtering out shocks yield contrasting conclusions. One measure (24/31) suggests disinflation has continued, but a newer version (19/20) indicates it has stalled.
11:55
Wingtech Technology reported revenue of 1.514 billion yuan in the first half of 2026, a year-on-year decrease of 94.02%. The net profit attributable to the parent company was a loss of 406 million yuan, compared to a profit of 474 million yuan in the same period last year. The company stated that the significant change in performance was primarily due to the divestiture of its product integration business, further focusing its business structure on its core semiconductor business. In the first half of the year, the semiconductor business achieved revenue of 1.486 billion yuan, with automotive being the largest downstream application, accounting for 38.9%.
11:45
Chinese courts have ruled that employers cannot terminate contracts simply because AI has taken over a worker's job. This stance is based on China's Labor Contract Law, which requires employers to prove a "major change in objective circumstances" for termination. Courts in Hangzhou and Guangzhou have upheld rulings in favor of workers, stating that replacing staff with AI does not necessarily constitute such a change. In contrast, the U.S. currently lacks similar broad protections against AI-driven job displacement.
11:44
Goldman Sachs analysis indicates that while US AI investment is projected to reach nearly $600 billion by 2026, its crowding-out effect on other investments will be limited, with an estimated incremental crowding-out effect of approximately $50 billion. The report found that large tech companies primarily finance AI projects by reducing stock buybacks and borrowing, rather than by significantly cutting other investments. Furthermore, the expansion of data center construction has coincided with a decline in subsidized manufacturing facility construction, freeing up resources. Goldman Sachs believes that although AI-related financing accounts for nearly a quarter of investment-grade bond issuance, its impact on other companies' borrowing costs is also limited.

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