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8/18
10:52
Risen Energy and Ascania Energy Sign MoUs for Up to 100MW Solar and 200MWh Battery Storage Projects in Ukraine. The partnership aims to address Ukraine's demand for new electricity generation and decentralized energy solutions.
10:51
Meta Platforms第二季度研发费用飙升67%至216.6亿美元,全年资本支出预计将达1300亿至1450亿美元。公司自由现金流从一年前的85.5亿美元降至7.84亿美元。Strategas创始人Jason Trennert也对AI投资能否为股东带来“适当回报”表示不确定,并更看好半导体行业。
10:44
This divergence comes as declining Bitcoin prices and hashprice squeeze pure-play operators, while companies like TerraWulf, IREN, and Cipher Digital have more than doubled over the past year. In contrast, Marathon Digital (MARA), a laggard in the AI pivot, fell 40% in the same period. The Bitcoin network's hashrate has dropped by 21% to 900 EH/s amid this capitulation cycle.
10:42
Private credit is returning to bond markets in a big way. Blackstone's BCRED fund successfully raised $750 million, and Blue Owl sold $400 million in bonds, driven by strong investor demand, which propelled August investment-grade bond issuance to a record high. Analysis indicates that investors are returning but still prefer safer, upper-tier exposures in the capital structure.
10:41
Lookonchain: BTC breaks above $65,000, leading to partial liquidation of gambler 0x8c96's 1,800 BTC ($117M) short position, with 360 BTC ($23.36M) liquidated. The current position stands at 1,440 BTC ($93.3M), with a new liquidation price of $65,041.72.
10:39
Japan's Metaplanet to launch U.S. bitcoin treasury company via $134.6 million deal, acquiring 95.7% stake in Nasdaq-listed Super League Enterprise. The investment involves contributing 2,100比特币 (valued at $132.1 million) and $2.5 million in cash. Super League Enterprise, a gaming-media firm, will be renamed Superplanet and trade under the ticker SUPA. Its shares surged over 70% following the announcement. Metaplanet CEO Simon Gerovich stated this initial investment used less than 5% of their Bitcoin holdings, with potential for further contributions. The transaction is expected to close in Q4.
10:38
HashKey Exchange, Hong Kong's largest cryptocurrency exchange, will utilize HKDAP, the city's first regulated Hong Kong dollar-pegged stablecoin, to settle cross-border trade transactions with the UAE and the wider Middle East region. This follows HKDAP's debut six days ago. The exchange will also use HKDAP for commercial insurance premium payouts with digital asset insurer OneDegree. HashKey previously tested HKDAP for life insurance premium payments with insurer YF Life on August 14. HKDAP's issuer, Anchorpoint Financial, began a limited institutional rollout on August 12, with retail access potentially by the end of 2026. Hong Kong's total cross-border trade with the UAE was $48.95 billion in 2025.
10:36
The Motley Fool analysis indicates that Micron Technology's revenue could exceed $260 billion in calendar 2027, nearly triple its past year's revenue, supported by strong DRAM and NAND flash market shares. JPMorgan notes DRAM prices are expected to surge 400% from early 2024 to late 2026. Micron CEO Sanjay Mehrotra anticipates tight memory supply conditions to persist beyond 2027 due to AI-driven demand and structural supply constraints. Based on a projected 15x sales multiple, Micron's market cap could reach $3.9 trillion, representing a 242% increase from its current valuation.
10:33
Business executives surveyed by the Cleveland Fed also anticipate little change in wage growth (2.8% for the coming year, vs 2.9% in last year's survey) and employment levels. Anticipated R&D spending is expected to cool to 2.0% for the coming year, down from 3.1% last year.
10:24
JPMorgan's Gabriela Santos suggests that investors do not need to abandon the AI boom but should prepare for recurring AI-driven volatility. She recommends these assets as potential portfolio shock absorbers.
10:21
MarketWatch analysis suggests U.S. investors have been increasing their exposure to U.S. equities throughout August and are now sitting on profits. However, the momentum behind weekly inflows has begun to moderate, and with positioning slightly more stretched, any deterioration in the economic growth outlook could trigger a selloff.
10:19
The account is controlled by the child when they turn 18, and withdrawals are subject to traditional IRA rules, meaning that withdrawals before age 59½, except for exceptions such as education and home purchases, are subject to income tax and a 10% early withdrawal penalty. Morningstar estimates that if $1,000 is deposited annually into a child's "Donald Trump account," the account balance could exceed $50,000 by age 18, and if no further contributions are made after adulthood, it could reach $850,000 by age 55. Financial experts advise parents to discuss the operation and tax implications of such accounts with their children as early as possible to avoid future misuse or tax issues.
10:15
Energy stocks are approaching record levels seen earlier this year amid the Middle East war, as investors perceive diminishing prospects for a near-term ceasefire that could ease the standoff in the crucial Strait of Hormuz.
10:15
Intel's Q2 13F filing revealed that as of June 30, 2026, the company held only two stocks: Mobileye ($484 million) and Joby Aviation ($137 million), with a total value of $620 million. These holdings reflect Intel's edge AI strategy, despite Mobileye and Joby Aviation's stock prices having fallen by 34% and 40% respectively over the past year.
10:14
Analyst Andrew Sather stated that Microsoft's net accounts receivable increased from $57 billion to $81 billion by the end of fiscal year 2026, which could signal power dynamics in business relationships. He believes that when accounts receivable grow faster than the underlying business, companies may be quietly financing their customers. Nevertheless, Microsoft's commercial remaining performance obligations (RPO) still grew by 84% to $678 billion, with a weighted average duration of 2.3 years, indicating deep customer lock-in. Microsoft CFO Amy Hood previously noted that RPO growth was primarily driven by non-frontier model customers, and excluding OpenAI, RPO still grew by 25%.
10:10
Baron Small Cap Fund noted in its Q2 2026 investor letter that Legence Corp. (NASDAQ:LGN), an engineering and construction services provider, doubled its revenue and cash flow during the quarter and achieved a record-high order backlog due to strong business momentum and continued enthusiasm for artificial intelligence and data center construction. The stock contributed 1.24% to the fund's performance in the second quarter.
10:05
Russia's oil exports have fallen for a fifth consecutive week, with no crude oil loaded from the key Novorossiysk oil terminal in the seven days leading up to August 16. This extended slump comes amid ongoing Ukrainian drone strikes targeting Russian energy infrastructure.
09:59
The Xfinity Shield platform is available at no additional cost for Xfinity Internet customers, with a $15-a-month option adding an indoor camera, door and window sensor, cloud video storage, and 24/7 urgent response. Comcast aims to deepen customer engagement and retain subscribers in a competitive market.
09:59
Despite UBS issuing a bullish report on Marvell Technology's AI business, the company's stock fell 6% to $219.28 on Tuesday morning, as rising U.S. government bond yields put pressure on the semiconductor sector. UBS analyst Timothy Arcuri estimates that if Microsoft's ASIC procurement exceeds 1 million units, it could bring an additional $1 billion to $2 billion in revenue for Marvell. Furthermore, UBS also expects Marvell's switching business revenue to reach $1.2 billion in 2027. Peers Broadcom and NVIDIA both saw their stock prices fall by 2%. Marvell is scheduled to release its Q3 FY2026 earnings report on August 27.
09:59
Analysis indicates that both Amazon and Oracle spent more on AI capital expenditures than they generated in free cash flow, unlike Microsoft which still generated $68 billion in FCF despite high CapEx. Oracle carries a thin margin for error with $125 billion in debt and a BBB credit rating, while Amazon's retail segment may struggle to subsidize its high CapEx run rate indefinitely.
09:58
The analysis addresses investor nervousness about putting new money into the market when stocks are at all-time highs, noting that record highs are a characteristic of bull markets. It counters the common inclination to wait for a significant market correction, such as a 20% drop, by pointing out that even after such a decline, the price could still be higher than current levels.

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