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8/19
10:30
据CNBC援引消息人士报道,英伟达正在积极帮助其图形处理器(GPU)客户寻找并连接北欧地区有能力部署这些芯片的数据中心运营商。此举旨在利用北欧地区丰富的电力和土地资源,以应对AI基础设施建设的快速增长。英伟达首席财务官Colette Kress此前在6月曾表示,公司确实参与了“撮合”工作,帮助客户获取土地、电力和外壳,并尽快部署计算能力。挪威电网运营商Statnett的数据显示,目前有2.3吉瓦的数据中心容量正在排队等待接入电网。
10:29
Bernstein analyst Chad Dillard identified Quanta Services (PWR) as a key beneficiary of AI-driven power demand, calling it an "800-pound gorilla" in high-voltage transmission lines and data center voltage upgrades. The company's revenue jumped about 40% year-over-year in the recent quarter, and it raised its full-year guidance for revenue, EPS, and cash flow. Quanta Services trades at a forward P/E ratio of approximately 41.6, roughly double its sector median.
10:29
Tech stocks, particularly semiconductors like Intel, AMD, and Broadcom, faced renewed selling pressure in early trading. This occurred despite falling bond yields, which buoyed the Dow and S&P 500 after the US Treasury Department supported buybacks of long-dated securities. Meanwhile, Moderna shares soared 124% following positive Phase 3 trial results for its melanoma vaccine developed with Merck, driving strength in the healthcare sector. Basic Materials also led the morning, boosted by a surge in gold futures and gold miner stocks.
10:20
Eagle Capital Management, in its Q2 2026 letter to investors, stated that despite AI-driven disruption facing the software industry, Intuit Inc.'s (NASDAQ:INTU) QuickBooks, as the leader in bookkeeping software for U.S. small and medium-sized businesses, possesses strong competitive advantages through the network effects of its brand, scale, and accountant channel, enabling it to effectively leverage AI solutions. The firm holds a more modest growth outlook for Intuit's TurboTax, but overall expects the company to achieve high-teens earnings per share (EPS) growth, primarily driven by revenue growth, operating leverage, and share repurchases.
10:19
Several dividend equity ETFs have delivered higher total returns than the S&P 500 ETF (SPY) year-to-date in 2026, despite offering lower distribution yields than U.S. Treasuries. For instance, Schwab U.S. Dividend Equity ETF (SCHD) is up 27.06%, and iShares Core High Dividend ETF (HDV) is up 22.04%, while SPY gained 13.31% through August 17. This performance comes as the 30-year Treasury yield touched a 19-year high of 5.323%. SCHD's outperformance was driven by holdings in semiconductors like Qualcomm and Texas Instruments, while HDV benefited from a 17% monthly spike in oil prices amid Strait of Hormuz risks.
10:19
Data from crypto payment firm NOWPayments shows Tether's USDT continues to lead in business transaction volumes. However, Circle's USDC is gaining momentum, with its transactions increasing 209% year-over-year and transaction volume rising 101% in the first half of this year. USDT's transaction activity declined over the same period, though it maintains its market leadership.
10:18
Intel CEO Lip-Bu Tan purchased 105,263 shares of the company's stock at $95 per share in early August, totaling approximately $10 million. This move was interpreted by the market as a sign of executive confidence in the company's future prospects, especially after NVIDIA (Nvidia) previously announced a $5 billion investment in Intel as part of a broader strategic AI collaboration. Intel's recently released Q2 2026 earnings report showed a 25% year-over-year revenue increase to $16.1 billion, marking the strongest quarterly growth in over 15 years, with adjusted earnings per share of $0.42, double the market's consensus estimate.
10:18
US-based accounting and advisory practice Aprio has launched Aprio Ventures, a new investment program designed to identify and support technologies that strengthen the company's services and improve client experience. The program will focus on investing in early-stage technology companies, particularly in AI, automation, and enterprise software. Aprio CEO Richard Kopelman stated that this initiative aims to build the firm clients will need in the future. This move is part of Aprio's broader growth strategy, which includes a five-year, $300 million commitment to technology and automation.
10:18
Kazakhstan’s sovereign wealth fund is sounding out investors as it prepares to step up international bond sales, according to people familiar with the matter.
10:14
Yahoo Finance分析指出,标普500指数中有15家公司今年股价上涨100%或更多,主要归因于AI热潮。其中,Sandisk (SNDK) 以近600%的涨幅领跑,而英伟达(Nvidia)等AI芯片巨头并未上榜。榜单还包括戴尔(Dell)、英特尔(Intel)和惠普企业(Hewlett Packard Enterprise)等向AI基础设施建设转型的老牌科技公司,以及因AI数据中心燃料需求而受益的马石油(Marathon Petroleum)和瓦莱罗能源(Valero)等能源公司,表明AI投资热潮正在拓宽。
10:13
该分析指出,SCHD旨在尽可能紧密地追踪道琼斯美国股息100指数的总回报,该指数纳入了高收益且股息支付记录一致的股票。截至8月14日收盘,SCHD股价为34.52美元,其股息收益率(截至8月13日)为3.1%,高于标普500指数同期13.7%的涨幅。
09:57
SpaceX's stock price came under scrutiny on Wednesday after Chinese company LandSpace successfully landed its Zhuque-3 rocket booster on land for the first time, narrowing the gap with SpaceX in reusable rocket technology. Meanwhile, approximately 319 million shares of SpaceX stock held by early employees and investors are set to unlock on Thursday, potentially increasing selling pressure. Affected by this, SpaceX's stock price fell in overnight trading but rebounded in early trading.
09:57
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with the other half in three major hyperscalers. The firm believes TSMC and ASML are two of the best businesses in the semiconductor industry, well-positioned for secular growth over the next 5-10 years, but will face pressures during the next downturn. Eagle Capital Management also noted that while enthusiasm for AI capital spending has driven strong S&P 500 earnings growth, it has also increased risks from elevated valuations and concentrated demand. The firm expects hyperscalers to achieve 15-20% EPS growth over the next several years.
09:56
SpaceX invested $18.37 billion in capital projects in Q2 2026, with revenues of $7.81 billion during the same period. This means that for every $1 of revenue, approximately $2.35 was spent on capital expenditures, primarily for data centers, chips, satellites, and rockets. Following its initial public offering (IPO) in June, the company held $93.5 billion in cash and equivalents by the end of Q2, significantly higher than $24.7 billion at the end of last year. Of this, the IPO net raised approximately $85.7 billion, and an additional $25 billion was raised through bond issuance. The company stated that Q2 capital expenditures surged over sixfold year-on-year, with $15.83 billion allocated to AI infrastructure and approximately $2.5 billion to rocket and satellite projects. Although revenue grew by 92% year-on-year, capital expenditures grew even faster, widening the gap between capital expenditures and revenue to approximately $10.6 billion. SpaceX expects a payback period of less than one year for AI spending and has signed $14.1 billion in cloud service agreements, aiming to achieve an annualized revenue run rate of $100 billion by the end of this year.
09:50
Gennadiy Goldberg, head of US rates strategy at TD Securities, stated that while Federal Reserve interest rate hikes could help flatten the yield curve, he believes the Fed will attempt to maintain steady rates.
09:46
Gemini co-founder Cameron Winklevoss posted on social media, urging investors to buy Bitcoin, stating that its current trading price is undervalued by 50% and it is an "excellent time to buy the dip." He pointed out that the 50% drop in Bitcoin's price since October 2025 is a discount, not a warning sign. Bitcoin has fallen from its all-time high of $120,000 last autumn to $58,000 in June this year, and is currently trading at $64,750. Winklevoss believes that the popularity of AI stocks, rather than cryptocurrency fundamentals, has influenced Bitcoin's price over the past 10 months.
09:46
The growing power demands of AI data centers are locking in multi-decade natural gas demand, reshaping the investment case for midstream pipeline funds. The Alerian MLP ETF (AMLP) currently offers a yield close to 8%. U.S. LNG exports are projected to nearly double to 28 Bcf/d by 2030. Other notable funds include the Global X MLP & Energy Infrastructure ETF (MLPX), which delivered 175% over five years, and the Alerian Energy Infrastructure ETF (ENFR), up 27% year-to-date.
09:40
该投资管理公司表示,AWS、微软Azure和谷歌云平台是高利润业务,具有强劲增长、利润率和资本回报。尽管这些业务的增长速度和未来规模都将超出此前预期,但其所处的行业结构已不如几年前。

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