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8/18
13:36
LG Energy Solution opened a roughly $2 billion lithium-ion battery plant in Lansing, Michigan, on Tuesday. The facility, which will primarily make battery cells for LG Energy Solution Vertech (its energy storage systems business), opened half a year later than planned due to a slowdown in U.S. electric-vehicle demand.
13:32
According to the analysis report, dollar-cost averaging (DCA) into cryptocurrencies since their respective peaks in 2025 shows that Bitcoin has outperformed XRP. Specifically, investing $100 monthly into XRP since its cycle high in July 2025, totaling $1,400, currently shows a loss of 41.5% on the position. In contrast, investing $100 monthly into Bitcoin since it reached $126,000 in October 2025, totaling $1,100, currently shows a loss of 16.5% on the position. Even when compared over the same 11-month period, Bitcoin's DCA strategy still performs significantly better, with XRP showing a loss of approximately 33.1% compared to Bitcoin's 16.5% loss. XRP's price needs to reach $1.71 to recover the $1,400 investment, while Bitcoin needs to reach approximately $77,600 to recover the $1,100 investment.
13:31
The analysis indicates that Microsoft Azure's annual revenue surpassed $100 billion for the first time, growing by 43% year-over-year, and is projected to increase by approximately 45% next quarter. The company's commercial remaining performance obligations (RPO) reached $678 billion, an 84% year-over-year increase. Furthermore, Microsoft's partnership agreement with OpenAI extends intellectual property rights until 2032 and locks in a $250 billion Azure services contract. Although free cash flow declined due to a significant increase in capital expenditures, Microsoft CFO Amy Hood stated that demand continues to outpace supply, and RPO growth is faster than capital expenditure growth.
13:27
Crusoe, a private AI data center developer and power provider that serves OpenAI, Oracle, Microsoft, and GE Vernova, is in IPO talks with four Wall Street banks, including Bank of America, Goldman Sachs, Morgan Stanley, and JPMorgan Chase, Axios reports.
13:26
Optics stocks experienced significant declines on Tuesday, with Lumentum (LITE) falling 10.1%, Corning (GLW) 8.2%, and AXT (AXTI) 12.5%. The downturn was primarily triggered by Anthropic's reported annualized revenue (ARR) of $65 billion by the end of July, which, despite being substantial, fell short of market whisper figures exceeding $80 billion. Additionally, a Wall Street Journal report highlighted ballooning off-balance-sheet commitments related to AI infrastructure, with nine top tech companies having approximately $3 trillion in such obligations. Macroeconomic factors, including the 30-year Treasury yield hitting a multi-year high of 5.31% on Monday, also contributed to a risk-off sentiment. Fabrinet (FN) also cratered 20% after reporting record Q4 revenue but issuing guidance deemed too conservative by investors.
13:22
APA Corp. expects approximately $700 million in lower annual cash costs by 2027, including $500 million in structural savings and $175 million in reduced interest expense. The company aims for more than 5% compound annual oil growth over the next three years, primarily driven by the Gran Morgu offshore Suriname project. This project, a 50/50 partnership with TotalEnergies, is anticipated to begin production in mid-2028 with a 220,000-barrel-per-day floating production, storage, and offloading (FPSO) vessel and a projected breakeven of $30 per barrel. Additionally, APA forecasts its 2026 Permian production at 123,000 barrels per day and expects gas-trading operations to generate $950 million in cash flow this year. The company's 2026 capital budget is $2.1 billion, with plans to end the year with debt near $3 billion.
13:22
The analysis states that the Schwab International Equity ETF (SCHF) has an expense ratio of 0.03% and offers a dividend yield of 3%; the iShares Core MSCI Emerging Markets ETF (IEMG) has an expense ratio of 0.09% and a dividend yield of 2.2%. SCHF invests in developed markets, with $69.4 billion in assets under management (AUM), primarily allocated to financial services, industrials, and technology. IEMG, on the other hand, focuses on emerging economies, with an AUM of $158.6 billion, and technology stocks account for 39% of its holdings. The analysis suggests that SCHF is a more practical choice for investors seeking low-cost, low-risk international diversification, while IEMG is suitable for investors pursuing higher growth potential and willing to accept additional volatility.
13:22
Shares of Neocloud operators fell sharply midday Tuesday as investors re-evaluated a new round of AI spending concerns facing the sector and a sharp rise in long-term interest rates. Among them, CoreWeave (CRWV) fell 6.8%, Nebius Group (NBIS) fell 5.2%, and TeraWulf (WULF) fell 6.5%.

The decline was mainly affected by three factors: First, the annual recurring revenue (ARR) data of Anthropic and OpenAI were lower than market expectations; second, a Wall Street Journal analysis found that nine top technology companies have about $3 trillion in off-balance sheet commitments, mainly related to AI, and these obligations are growing faster than traditional capital expenditures; most importantly, the 30-year US government bond yield rose to 5.33%, a 19-year high, pushing up the cost of capital and putting pressure on the capital-intensive Neocloud business model.
13:13
Bank of Japan observers are increasingly betting the central bank will wrap up its current rate-hiking campaign by July next year. Japanese Prime Minister Sanae Takaichi is reportedly reluctant to embrace the rate hikes pursued by BOJ Governor Kazuo Ueda, and her appointments to the central bank in 2027 are viewed as a factor that will loom over the pace of future tightening.
13:05
Article analysis indicates that Broadcom currently has a market capitalization of $1.9 trillion, with its stock price increasing by 28% over the past year, while Microsoft's stock price decreased by 7% during the same period. Broadcom is projected to achieve an 84% year-over-year revenue growth to $29.4 billion in Q3 FY2026, with AI-related revenue expected to grow over 200% year-over-year to $16 billion. Analysts predict that Broadcom's AI semiconductor revenue could exceed $100 billion in FY2027, and its revenue is expected to more than double in the next two years, with earnings per share growing by 70% to $11.63 in the current fiscal year.
13:05
Eli Lilly's stock price has rebounded from its 50-day moving average and is currently above its 21-day and 10-day moving averages, demonstrating strong market performance. The company is challenging Novo Nordisk's early lead in the weight-loss drug market with its own product pipeline.
13:04
Bitcoin's price swings have hit a cycle low, caught in a market tug-of-war with no clear winner. Traders who previously thrived on its volatility are now directing their risk appetite towards other assets offering higher potential returns.
13:04
Mashinsky, who is already serving a 12-year federal prison sentence, continues to pursue legal avenues to overturn his conviction related to his activities at Celsius.
13:04
President Donald J. Trump announced that Secretary Kennedy has received a "Historic Gift" from the University of Miami: its original 1994 Ibogaine Investigational New Drug (IND) application. This aims to provide direct access to foundational FDA authorization to accelerate Ibogaine's development as a medical treatment in the U.S. for serious mental illness, building on an Executive Order Trump signed in April to accelerate such treatments. Trump noted Joe Rogan was present with him and veterans in the Oval Office when discussing Ibogaine's benefits for veterans.
13:02
The report highlights that the debt, roughly $116,000 per American, could raise costs for student loans, mortgages, and small-business financing, while also threatening retirement programs. Under current projections, Social Security’s main retirement trust fund could become insolvent, adding urgency for fiscal reforms.
12:53
Analysis indicates that uranium ETFs (URA and URNM) have fallen approximately 30% from their highs, despite AI-driven data centers being projected to account for 12% of total US electricity demand by 2028. Meanwhile, the VanEck Uranium and Nuclear Energy ETF (NLR) has experienced a relatively smaller decline, as its nuclear utility holdings (such as Constellation Energy and PSEG) are able to benefit from AI power purchase agreements without being entirely dependent on spot uranium prices.
12:53
The study highlights that increasing U.S. deficits can push up interest rates, making student loans more expensive. It notes that lower deficits could reduce lifetime payments by about $14,000 for a hypothetical student borrowing $75,000. Americans currently hold approximately $1.87 trillion in federal and private student debt.
12:52
Shares of Micron Technology (MU) were down more than 6%, while Coherent (COHR), Ciena (CIEN), and Lumentum Holdings (LITE) each declined at least 9%. SanDisk (SNDK) shares were off nearly 8%. The pullback follows a recent comeback for chip stocks.
12:48
Ecopetrol's acquisition of a controlling 51% stake in Brava Energia significantly expands its position in one of Latin America's most important oil-producing markets and marks a major step in its strategy to diversify beyond its Colombian production base.
12:48
The report notes that while mainstream cryptocurrencies like Bitcoin and Ethereum have underperformed over the past year, the RWA sector has grown against the trend, mainly driven by tokenized government bonds, stablecoins, and gold. Institutions such as BlackRock, JPMorgan Chase, Mastercard, and Robinhood are upgrading their financial infrastructure to support tokenized assets, with CoinShares CEO Jean-Marie Mognetti believing that RWA growth is driven by its financial utility rather than market cycles.
12:43
The WisdomTree MidCap Dividend ETF (DON) offers a monthly dividend yield of 2.26%, which would generate approximately $2,260 in annual payouts for a $100,000 investment. This ETF focuses on mid-cap dividend-paying companies, aiming to provide investors with diversified exposure and avoid over-reliance on large-cap stocks. As of August 13, 2026, the fund's assets under management are approximately $4.12 billion, and its expense ratio is 0.38%.

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