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8/14
13:29
Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, stated that gold has been in a 25-year bull market and can serve as a defensive asset to protect investment portfolios.
13:22
SoftBank Group Discloses Q2 SEC Filing: New Capital One Stake, Sells 71.5% of TSMC Holding
SoftBank Group's filing with the U.S. Securities and Exchange Commission (SEC) shows that as of June 30, in the second quarter, the company established a new stake in Capital One, acquiring 276,811 shares valued at $55.5 million. Concurrently, SoftBank also sold 1.4 million shares of TSMC (TSMC), representing 71.5% of its holdings in the company, valued at $269.8 million. Additionally, SoftBank acquired 10,718 shares of Life360, a GPS location-sharing service provider, valued at $488,500.
13:22
Analysis indicates that home improvement retailer Lowe's is set to announce its second-quarter earnings before the market opens on August 19, with market expectations of $26.2 billion in revenue and $4.24 earnings per share.
Analysts expect Lowe's Q2 revenue to increase by 9.3% year-over-year, but EPS may decline by 2% year-over-year. The company's stock price has fallen by approximately 10.5% year-to-date, and its current P/E ratio is about 17x, lower than competitor Home Depot's 23.5x. Although recent performance has been affected by weak same-store sales and increased interest expenses, analysis suggests that Lowe's strategic transformation towards the contractor market and its 2.3% dividend yield (as a "dividend king" having increased dividends for over 50 consecutive years) are expected to deliver stable returns in the medium to long term.
13:21
Bloom Energy stock surged 436% in a year after strong Q2 results, but 24/7 Wall St. sees limited upside to its $251.84 price target.
13:17
Analysis indicates that the Israeli government cannot shirk responsibility for the settler violence in the West Bank.
Al Jazeera analysis indicates that human rights organizations warn that Israeli settler and state-led violence aims to expel Palestinians and annex land in the occupied West Bank. Although the Israeli government has condemned the actions of settlers, analysts, activists, and Israeli lawmakers express distrust, pointing to the Israeli army's failure to prevent sieges and accusations that the government provides support and protection to settlers. Monitoring by the UN Office for the Coordination of Humanitarian Affairs shows that settler violence incidents are increasing weekly as Israel's October elections approach, with the UN previously warning that the West Bank has reached a "breaking point."
13:17
Coinbase CEO Brian Armstrong retweeted, stating that Citibank joins major financial institutions such as Goldman Sachs, Charles Schwab, Fidelity, and BlackRock in recognizing the necessity of regulatory clarity.
Coinbase CEO Brian Armstrong retweeted RVanGrack's tweet. The tweet noted that Citi has joined a growing list of major financial institutions recognizing the need for regulatory clarity, including Goldman Sachs, Charles Schwab, Fidelity, and BlackRock. The tweet emphasized that the debate is not about traditional finance versus crypto, but about enhancing customer protection, fostering U.S. leadership and innovation, rather than maintaining the status quo.
13:15
NVIDIA, Indosat and Universitas Gadjah Mada Launch Indonesia’s First University AI Center to Develop Local AI Talent
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
US DOJ and CFTC are investigating iron ore trader Radiant World's deals over allegations of falsified documents
13:12
Michael Saylor转发B2VCrypto推文，介绍数字经济中新兴的资本市场基础设施
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
UK authorities resume probe into Nigel Farage's crypto 'gifts' after by-election win
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 analyst Dan Ives expects C3.ai (AI) to return 50%, setting a Street-high price target of $15, despite a 35.67% revenue decline in fiscal 2026
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
PayPal (PYPL) stock has surged approximately 51% since February 11, driven by a profit shift management had previously outlined.
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
A joint venture between Global Innovation Labs and Z Venture Capital plans to launch a Japan fund this year for AI, space, and defense startups
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 considers state reinsurance for tankers to ensure crude supplies amid Iran war
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.
12:55
MIT researchers find AI chatbots give women more conservative financial advice, costing them $60,000 by age 60
12:44
USDC on-chain issuance increased by 99 million (approximately $99 million).
12:39
Legendary fund manager Ron Baron predicts SpaceX's valuation could reach $40 trillion in the next 10-15 years.
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
Motley Fool Analyst Predicts Vanguard Small-Cap Value ETF (VBR) Will Outperform S&P 500 Through 2027
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) stock jumps 19% after Q2 earnings unexpectedly turn profitable and revenue grows 16.5%
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
Rare Earth Stocks MP Materials, USA Rare Earth, and NioCorp Rise on Friday on Trader Speculation of US Tariff Support
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 (RDDT) shares surge approximately 14% after S&P Dow Jones Indices announced it will join the S&P 500 later this month, replacing AvalonBay Communities (AVB).
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 Q2 revenue grows 71% to $46.3 million, net loss narrows to $5 million
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
MarketWatch Analysis: S&P 500 Net Return Would Be Negative If the Best 94 Trading Days Since 1928 Were Excluded
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 (SKHY) Named IBD Stock Of The Day, Trading at $168.46 With a 1.68% Gain, Seen as Actionable While Forming IPO Base
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.
12:14
Google to allow users to remove visible watermarks from its AI-generated content, though invisible SynthID watermarks and C2PA metadata will still be used for transparency.
12:13
Fintech company Nu Holdings' Q2 revenue increased by 39% to $5.9 billion, with net profit exceeding $1 billion for the first time, and its stock price rose by 13% at Friday's open.
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
Analysis suggests Bloom Energy is a smarter investment choice among AI energy stocks than Oklo.
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
Japan struggles to secure rare earths for EVs and chip tools amid China trade pressure
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 is up 29% in three months, Q2 core drug sales more than tripled, analysts are optimistic about its prospects.
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 Besant stated that the United States will announce "unprecedented" economic sanctions against Iran next week.
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."

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