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8/18
14:05
Broadcom's stock has outperformed the market in 12 of the past 13 years, with analysts suggesting it could do so again in 2026 amid strong AI chip growth
Broadcom's CEO previously stated that the company's AI chip revenue could exceed $100 billion next year. The company's revenue also grew 48% in its most recent quarter, driven by partnerships with hyperscalers like Amazon, Alphabet, and Microsoft investing in AI opportunities. Analysts believe its valuation, based on future earnings, remains attractive with a PEG ratio below 0.50, reinforcing its long-term investment potential despite risks tied to sustained tech spending.
14:05
BlackRock and VanEck reports explain Bitcoin's 50% crash, citing extreme leverage and capital rotation to AI funds
BlackRock's "Re-Underwriting Bitcoin" whitepaper attributes the crash to a market dangerously stretched by October 2025, with futures open interest topping $90 billion, 80% of which was in offshore perpetual contracts offering up to 125x leverage. A $20 billion liquidation followed Washington's China tariffs on October 10. Fund flows also showed spot Bitcoin ETFs bleeding over $5 billion while AI-themed funds absorbed $46 billion, though BlackRock views this as cyclical. VanEck's ChainCheck notes 8 of 12 capitulation signals are active and the drawdown has entered its 10th month, suggesting the correction may be nearing its end, with a shallower trough expected compared to past cycles.
14:00
Musk stated that SpaceX is expected to achieve an annual revenue of $1 trillion by 2030, one year ahead of schedule.
Elon Musk stated that SpaceX is expected to achieve $1 trillion in annual revenue by 2030, one year ahead of schedule. Analysis indicates that to reach this goal, SpaceX would need to achieve a five-year compound annual growth rate of 121.7% from its 2025 revenue of $18.67 billion. This represents an unprecedented growth rate for a company of SpaceX's size. SpaceX currently has three main business segments: Starlink satellite internet service, rocket launch services, and AI business. Analysts project that SpaceX's revenue will grow to $184.5 billion by 2028, but achieving the $1 trillion target by 2030 still faces significant challenges and intense competition.
13:59
Analysts Predict: SpaceX Stock Price Could Fall Below $100 in the Next Year
The analyst pointed out that SpaceX's stock price, based on its current market capitalization of $1.9 trillion and trailing 12-month revenue of $23 billion, has a price-to-sales ratio of 83x, significantly higher than the Nasdaq 100 index's 6.3x. Although company CFO Bret Johnsen expects the AI business to reach an annualized revenue of $100 billion by the end of 2026, Wall Street analysts' average total revenue forecast for 2027 is approximately $98 billion. The analyst believes that if recent fluctuations in the AI industry lead to a decrease in infrastructure demand, SpaceX's stock price could fall below $100 in the next year, offering investors a better buying opportunity.
13:55
Rocket Companies (RKT) stock slipped 2% to $14.50 in Tuesday trading, extending Monday's 2% decline, as higher rates and weak mortgage activity weighed on the housing market.
The stock remains over 40% below its 52-week high. Rocket Companies' Monday performance, with a 2% drop, was better than UWM Holdings (UWMC)'s 6% decline, suggesting it has recently held up better than some mortgage peers. Analysts note that Rocket Companies could benefit if mortgage rates fall and industry consolidation accelerates, but investors remain cautious about the timing and strength of a mortgage market recovery.
13:54
Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an increase from the $1 billion opportunity reported a quarter earlier. Despite this, the stock is currently rated as a "Hold" at $284.95 due to its high valuation of 127x forward earnings.
13:54
Gorilla Technology (GRRR) stock rises 3% to $15.47 after Compass Point initiates coverage with a Buy rating and $44 price target
The bullish initiation by Compass Point highlights the potential scale of Gorilla Technology's commercial pipeline, particularly its five-year NeutraDC Batam project in Indonesia, which is expected to generate $2.5 billion in revenue. The company also raised its Q2 2026 revenue outlook to at least $44 million in June, up from $28.2 million in Q1.
13:53
The Donald Trump administration announced new sanctions against the chief prosecutor of the International Criminal Court (ICC) and a senior lawyer.
U.S. Secretary of State Marco Rubio stated that the sanctions target ICC President Tomoko Akane (Japanese) and senior trial lawyer Abdoulaye Seye (Senegalese), representing the latest escalation in the Donald Trump administration's efforts to "dismantle" the court. The sanctions include asset freezes, travel bans, and restrictions on U.S. companies providing services. The U.S. accuses the ICC of investigating officials without its government's consent, claiming the move is retaliation for the ICC's investigation into U.S. personnel in Afghanistan and for issuing arrest warrants for alleged Gaza war crimes against Israeli officials, including Prime Minister Benjamin Netanyahu. Neither the U.S. nor Israel are members of the ICC.
13:48
MARA Holdings is down 7.1% today, now trading at $9.030.
13:48
Oracle's key AI data center "Stargate" seeks rerouting for its accompanying natural gas pipeline after two rejections, pushing its operational date to February 2027.
After being rejected twice by the New Mexico State Land Office, Transwestern, a subsidiary of Energy Transfer LP, the builder of the proposed pipeline to supply natural gas to Oracle's large AI data center "Project Jupiter" (also known as "Stargate"), submitted a new proposal to the U.S. Federal Energy Regulatory Commission (FERC) on August 17, seeking to lay part of the pipeline on land managed by the U.S. Bureau of Land Management (BLM) to bypass state land. The pipeline, originally scheduled to commence operations on August 15, has been delayed until February 1, 2027. The data center, located in New Mexico, will serve OpenAI and plans to build a 2.5-gigawatt natural gas-fueled power generation facility with a total investment of up to $165 billion.
13:44
University of California System Offloads $1 Billion of Private Equity Stakes to HarbourVest Partners
13:43
Analysis suggests NVIDIA will benefit more directly than Micron from AI infrastructure buildout in 2026, as hyperscaler capital expenditures increasingly flow towards its AI accelerators.
The analysis indicates that hyperscalers (such as Amazon, Microsoft, Google, and Meta Platforms) are projected to invest approximately $700 billion in capital expenditures by 2026, with about two-thirds of that allocated to AI infrastructure. NVIDIA, as an AI accelerator supplier, stands to directly benefit from the largest share of this spending. Micron, as a high-bandwidth memory (HBM) supplier, is an indispensable component of AI servers, and the HBM market is expected to grow from $35 billion in 2025 to $100 billion in 2028. Micron has already secured pricing and volume agreements for all its HBM products through 2026, but its revenue model is more leveraged than a direct share.
13:43
Atlassian Chief Revenue Officer Brian Duffy sold $1.2 million worth of stock on August 14 to satisfy tax obligations arising from the vesting of equity awards.
According to SEC filings, Atlassian (NASDAQ:TEAM) Chief Revenue Officer Brian Duffy sold 7,617 shares of Class A common stock on August 14, valued at $1.2 million. This sale was a non-discretionary transaction intended to satisfy tax obligations arising from the vesting of equity awards, and does not reflect his view on the company's stock. Following the transaction, Duffy still directly holds 220,074 shares of Class A common stock, representing 0.0838% of the company's direct ownership. The company's recently released fourth-quarter earnings report showed strong performance, with revenue increasing by 28% year-over-year to $1.8 billion and achieving a net profit of $139.1 million.
13:41
51.66 million USDC (approximately $51.66 million) burned on-chain.
13:40
Elon Musk转发KanekoaTheGreat推文，称Starlink将为夏威夷飓风受灾客户提供免费互联网服务至9月17日
13:37
Sandian fell 10.1% during the day, now trading at $1,606.39.
13:36
LG Energy Solution opens $2 billion US battery plant in Michigan, primarily producing battery cells for energy storage systems after EV demand slowed
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.
13:34
USDC on-chain issuance increased by 98 million (approximately $98 million).
13:32
Analysis Report: Dollar-Cost Averaging Since 2025 Peak, Bitcoin Outperforms XRP, Losing 16.5% and 41.5% Respectively
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
Microsoft stock is projected to rise, with analysts citing Azure's annual revenue exceeding $100 billion and a commercial backlog of $678 billion.
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
AI data center developer Crusoe is in talks with four Wall Street banks, including JPMorgan Chase and Goldman Sachs, regarding an IPO
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.
13:27
Canadian and U.S. negotiators are expected to meet again ahead of the midnight tariff deadline, CBC News reports
13:26
Optics Stocks Fall: Lumentum Down 10%, Corning 8%, AXT 12% on Anthropic's Missed ARR and WSJ AI Liability Report
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. targets $700M annual cost cuts by 2027 and over 5% oil growth for next three years, with Suriname project set for mid-2028 start
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
Analysis indicates that Schwab Developed Markets ETF (SCHF) has low fees and high dividends, while iShares Core MSCI Emerging Markets ETF (IEMG) offers high growth potential but also high volatility.
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
Neocloud sector stocks plunged due to escalating AI spending concerns, with CoreWeave down 6.8%, Nebius Group down 5.2%, and TeraWulf down 6.5%.
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
BOJ watchers expect rate hikes to conclude by next summer, with PM Takaichi's 2027 appointments seen influencing pace amid her reluctance for increases.
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.
13:07
Iran's Foreign Minister says Tehran rejected ceasefire proposals, insists war must end, not pause
13:05
Analysis suggests that Broadcom (Broadcom) is expected to surpass a market capitalization of $3 trillion within the next two years, joining the ranks of Microsoft, thanks to the strong growth of its AI chip business.
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 (LLY) stock rose 3.37% to $1223.04, narrowing the early lead of Novo Nordisk in the weight-loss drug market.
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.

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