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8/23
05:04
Alibaba Group Holding Ltd. announced a $10.2 billion share placement, as Chinese companies increase their investments in artificial intelligence.
02:30
Bank of Japan (BOJ) Deputy Governor Ryozo Himino will meet with local leaders and deliver a speech in Saitama Prefecture. As expectations of an upside risk to inflation potentially prompting faster rate hikes grow, the market will carefully analyze his remarks for clues regarding the central bank's policy outlook. Any hints of a possible move in September could push up Japanese bond yields and strengthen the Japanese Yen.
01:47
Samsung Display's Investment Review Committee approved the construction of the A7 factory structure in Asan, South Chungcheong Province, on August 7. The contract is expected to be signed this month, with full-scale construction anticipated to begin next year, aiming for completion in early 2028.
01:29
Former Colombian President Gustavo Petro stated that restoring relations with Israel while Prime Minister Netanyahu is in power is tantamount to endorsing the genocide in Gaza. This comes after Colombia's new right-wing government restored diplomatic ties with Israel, which Petro had severed during his presidency.
01:11
Donald Trump criticized Canada on Truth Social, stating that Canada wants "the benefits of being a State, without being one" and has "charged our great farmers, for many years, massive amounts of Tariffs. No more!!!"
00:36
This comes as European fund groups face headwinds, and as companies globally race to expand their scale and global reach through M&A.
8/22
21:04
Blockchain analytics firm Lookonchain detected that seven wallets were hit by significant liquidations totaling 65.05 million $FARTCOIN, equivalent to $12.93 million, in a span of just five minutes. The affected wallets include: 0xc4dc85e76f2b12e106315d18300e0c98b43bdd55, 0x686706694213cc9c6fae44565d9dbefc6a39f0a9, 0x7971e1fe68e4f6761a64dfaead619715bb5f7d31, 0xc7d1113f2c8fc4d39d1ec3fc37644f2699adbfad, 0x387a3773f798f45601c498737020f6804c53530e, 0x24116735823ae84cabc385492a9eea68c2eeb24c, and 0x6710b7f4432575bfd1fe8aa57b829991e3ab48d2.
20:01
The analysis indicates a shift in investor sentiment, demanding tangible results from AI spending rather than just large investments. For instance, Microsoft and Amazon were rewarded for strong cloud business growth and positive AI performance, while Palantir's stock jumped due to booming demand for its AI software. Conversely, Alphabet, Meta, and Tesla faced investor skepticism and stock declines amid concerns over their substantial AI investments leading to cash flow pressures or unclear returns.
19:45
GE Vernova (NYSE: GEV) reported a backlog (remaining performance obligations) of $176 billion at the end of the second quarter, a 37% increase year-over-year and a $13 billion increase from the end of the first quarter. The company expects its backlog to reach $200 billion by 2027. This growth is primarily driven by a global power investment super cycle and the rapid construction of AI data center infrastructure, leading to strong demand for power and grid infrastructure equipment such as grid transmission, switchgear, and transformers. Demand for GE Vernova's gas turbine equipment is particularly robust, with capacity expected to reach 30 gigawatts by 2030.
19:23
Despite financial advisors recommending she wait until 70 to receive an 8% annual delayed retirement credit, the 66-year-old woman chose to claim her U.S. Social Security benefits early. This decision means she will face penalties for early application but will receive approximately $107,500 in benefits before age 70, prioritizing travel while her health allows. According to calculations, the higher benefits from delayed claiming would only equalize the total amount received from early claiming around age 82.
19:23
The U.S. 30-year government bond yield surpassed 5.33% on Tuesday, August 18, reaching its highest level in 19 years. Currently, this yield is approximately 2.2 percentage points higher than the Schwab U.S. Dividend Equity ETF (SCHD)'s dividend yield of about 3.1%.
19:17
Leistner pointed out that SpaceX's massive capital expenditures (reaching $18.37 billion in Q2, with $15.83 billion allocated to AI computing infrastructure) and the equity dilution caused by acquiring AI platform Cursor through new stock issuance (valued at $60 billion) are the main reasons for its valuation facing a "collapse risk." Furthermore, SpaceX saw its second IPO lock-up period expire on August 20, releasing as many as 319 million restricted shares, which increased market supply pressure. Currently, SpaceX's stock price has fallen by approximately 40% from its post-listing high of $225.64 in June, and is down about 17% year-to-date.
17:51
Healthcare stock Perrigo (NYSE: PRGO) reported a 3.1% year-over-year decline in core sales and a nearly 21% drop in core earnings to $0.46 per share for Q2 2026. The company's CEO also abruptly left in early June. Analysts warn that despite the high dividend yield, the weak financial performance, shrinking business, and leadership uncertainty pose significant risks, potentially leading to a dividend cut.
17:51
Quantum Computing Inc. (QUBT) announced second-quarter revenue of $5.6 million, an increase of over 9,000% from $61,000 in the same period last year. Despite the significant revenue growth, the company remains unprofitable, with net losses narrowing to $11.8 million from $36.5 million in the prior year. As of the end of the quarter, QUBT had an order backlog of $42.5 million and cash reserves of $1.3 billion. The company's stock closed near $9 in Friday (August 21) trading, with other quantum computing stocks also rising on the same day for various reasons, indicating that the sector is heavily influenced by industry sentiment.
17:40
An analysis article points out that social media giant Reddit achieved revenue of $805 million in the Q2 of fiscal year 2026, a year-over-year increase of 61%, and a net profit of $253 million, a year-over-year increase of 183%. In contrast, quantum computing company Rigetti Computing reported revenue of $5.1 million and a net loss of $52.6 million during the same period. The analysis suggests that, given Reddit's continuous business growth and strong financial condition, its stock performance is superior to the more speculative Rigetti Computing.
17:03
Active ETFs' share of ETF inflows has risen from 26% in 2024 to 42% currently. Year-to-date, US-listed active ETFs have attracted $466.8 billion in inflows, significantly surpassing the $263.0 billion seen in the same period of 2025, demonstrating strong growth momentum.
16:31
The chipmaker informed some of its largest customers that the prices of servers containing its AI chips, including Vera Rubin and Grace Blackwell, could increase by more than 15%. The exact rise will depend on the chip generation and memory configurations. These price increases are expected to take effect on systems shipped next year, driven by the soaring costs of essential memory chips for its GPUs and systems.
16:30
As of the end of the Q2, Berkshire Hathaway's stake in Macy's was valued at approximately $173 million, representing 0.1% of its vast investment portfolio. Macy's has a dividend yield of 3.3%.

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