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8/19
11:04
Jefferies Credit Partners is seeking to raise approximately 1 billion euros ($1.16 billion) from investors in the private credit secondary market.
11:02
Aramark (NYSE: ARMK), a food service and facilities management company, announced its third-quarter results, with organic revenue increasing by 9% year-over-year to $5 billion and adjusted earnings per share leaping by nearly 30%. The company also raised its full-year revenue growth outlook and noted that its business footprint in AI data centers is expanding, becoming a new growth driver.
10:58
A recent Markets Pulse survey found that two-thirds of 392 respondents expect the US 10-year Treasury yield to exceed 5% before year-end, a level barely seen since 2007. Of these, 38% anticipate the breach in the fourth quarter, while 28% foresee it happening this month or next.
10:56
The retailer reported adjusted earnings of $1.22 per share against an expected $1.19, with sales roughly matching expectations at $15.2 billion. However, its Marmaxx division, which includes T.J. Maxx and Marshalls, underperformed, leading management to project Q3 growth of only 2%-3%.
10:54
The cross-border transaction is Swift’s first in a pilot project, aiming to test settlement and maintain its relevance as stablecoins and tokenized deposits become widely used worldwide.
10:43
The investment bank will help its institutional clients execute block event contracts on the CFTC-regulated Kalshi exchange. This move aims to increase institutional participation in prediction markets, with Kalshi's market maker Susquehanna International Group providing quotes and liquidity, and Cantor assisting clients as a broker in arranging and executing trades.
10:34
The NEOS S&P 500 High Income ETF (SPYI) shows a distribution rate near 11.78% and an SEC 30-day yield of 0.47%. An analysis explains this discrepancy arises because the SEC's yield calculation formula, designed for bond coupons and stock dividends, excludes income from option premiums, which are SPYI's primary source of income. The fund's total return, up 11% year-to-date and 18% over the trailing year, is suggested as a more reliable metric than either yield figure, with future payouts dependent on the VIX (implied volatility index).
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。

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