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8/24
09:25
Anne Walsh, chief investment officer of Guggenheim Partners' asset management business, said the company is cooperating with regulators investigating business accounting issues at one of its subsidiaries, GPI.
09:23
On Monday morning ET, Bitcoin prices rose to $79,106.77, up 0.8% from Sunday's opening price, reaching their highest level since May. Ethereum prices increased to $2,507.22, up 1.6% from Sunday's opening price, reaching their highest level since late January. Analysts view $80,000 as the next key resistance level for Bitcoin, and the market is closely watching this week's Federal Reserve summit in Jackson Hole. James Butterfill, Head of Research at CoinShares, noted that slowing inflation and weak employment data have weakened the case for tightening policies, and declining short-term yields indicate that bond investors no longer expect further rate hikes from the Federal Reserve, creating a favorable environment for Bitcoin.
09:22
The fund stated in its Q2 2026 investor letter that while Intuit delivered resilient overall results, disappointing TurboTax performance, with revenue growth of 7% falling short of expectations and a sharp decline in paid DIY returns, reignited concerns about the vulnerability of its pricing power and market share to AI disruption.
09:22
Guinness Global Innovators Fund highlighted Applied Materials (AMAT) as a key contributor in its Q2 2026 investor letter, citing its strong position in the AI chip manufacturing boom. The fund noted that AMAT, a provider of materials engineering solutions for the semiconductor industry, gained 111.8% in USD during Q2 2026 and 203.92% over the past 52 weeks. The fund believes AMAT is well-positioned to benefit from accelerating demand for AI, high-performance computing, and data center infrastructure, which is driving record capital expenditure in wafer fabrication equipment (WFE).
09:22
The Motley Fool分析指出,尽管标普500指数今年迄今上涨超过10%,但微软在过去一个月内股价上涨20%,主要得益于其强劲的财报表现。报告显示,微软2026财年第四季度云业务营收同比增长27%,占总营收约三分之二;整体营收和营业收入均同比增长18%。分析认为,微软的估值低于标普500指数,且基本面持续改善,未来有望跑赢大盘。
09:21
In the first half of 2026, Gotion High-tech achieved operating revenue of 27.776 billion yuan, a year-on-year increase of 43.22%. Among this, revenue from the power battery system business grew by 61.01% to 22.597 billion yuan, becoming the main growth engine. According to SNE Research, the company's global power battery installed capacity market share in the first half of the year was 4.6%, an increase of 0.7 percentage points year-on-year, rising to fifth place globally. However, the operating net profit after deducting non-recurring gains and losses was 1.069 billion yuan, a year-on-year increase of 46.71%, indicating a higher reliance of net profit growth on non-recurring income such as changes in the fair value of financial assets. In the same period, the company's financial expenses significantly increased by 131.47% to 1.451 billion yuan due to exchange losses.
09:18
Kelsey Berro, a portfolio manager at JPMorgan Chase Asset Management, noted that the investment-grade bond market faces a busy September, but demand for corporate bonds suggests that concerns about heavy supply may be overstated.
09:16
Reviews indicate that the Gemini exchange, founded by the Winklevoss brothers in 2014, operates as a New York trust company and is strictly regulated by state banking authorities, having reported no loss of customer funds for over a decade. The exchange was listed on Nasdaq in September 2025, offering up to $250,000 in federal deposit insurance and commercial insurance for some cryptocurrencies. However, its basic all-in trading cost is approximately 2.47%, with maker fees of 0.60% and taker fees of 1.20% in ActiveTrader mode, which are higher than some major competitors, and it only supports about 90 coins. Gemini also provides staking services for Ethereum, Solana, and Monad, and added prediction markets in late 2025.
09:16
KLA Corporation (NASDAQ:KLAC) reported fourth-quarter revenue of $3.66 billion, a 15.21% year-over-year increase, and non-GAAP EPS of $1.05, exceeding market expectations for the fifth consecutive quarter. Management raised its 2026 wafer fab equipment market outlook to the low end of the $150 billion range and increased its advanced packaging systems revenue guidance by over 70% to approximately $1.1 billion. The company also announced a new $7 billion stock repurchase authorization and returned $876.33 million to shareholders in the fourth quarter. Despite strong performance and raised guidance, KLA's stock price has fallen 14.2% over the past month and is currently nearly 40% below its 52-week high.
09:16
Demand for cryptocurrency exchange-traded funds (ETFs) has fluctuated after experiencing a record-breaking eight consecutive weeks of outflows, totaling $8 billion. Despite some capital returning in July and early August, with Bitcoin ETFs seeing net inflows of $403 million and Ethereum products $359 million in July, US spot Bitcoin ETFs, after attracting approximately $865 million between August 3 and 7, saw net outflows of about $198 million from August 10 to 12. Analysts note that in the current bear market and macroeconomic environment, investor risk appetite has decreased, making ETF demand more price-sensitive. Their behavior increasingly resembles other large investment vehicles, with investors buying when risk is attractive and redeeming otherwise.
09:05
CrowdStrike announced that its AI-powered Detection and Response (AIDR) annual recurring revenue (ARR) grew over 250% quarter-over-quarter, and it has established Falcon platform launch partnerships with OpenAI, Anthropic, and Google. The company's Q1 FY27 revenue grew by 25.57%, ARR reached $5.51 billion, GAAP net profit turned positive to $27.77 million, and free cash flow reached $468.5 million. CrowdStrike will release its Q2 earnings report on August 26, 2026.
09:03
The Solana community is voting on a new proposal, with two proposals aiming to reduce the growth of SOL supply by accelerating Solana's inflation decline and increasing the daily fee burn from approximately 650 SOL to as much as 9,000 SOL. This move could lead to a daily SOL burn of $800,000 and slow down the creation of new tokens.
09:03
The fund describes Nasdaq as a global technology, data, and analytics company rather than a traditional exchange, emphasizing its strategic shift since 2017 towards high-growth, high-margin software and analytics businesses. Nasdaq's business diversification includes fintech, capital access platforms, and exchange operations as an enabler for other businesses, with 60% recurring revenue providing protection against economic downturns. Nasdaq's stock closed at $98.22 on August 21.
09:02
Guinness Global Innovators Fund, in its Q2 2026 investor letter, stated that it sold Adobe Inc. (ADBE) shares during the quarter. The fund noted that while Adobe's Firefly AI tool gained momentum, the company's shares have struggled due to a rapidly changing and increasingly competitive landscape in creative design and data analytics markets. Adobe closed at $275.30 per share on August 21, 2026, with a market capitalization of $109.43 billion, having lost 24.20% over the past 52 weeks.
09:01
Workday (WDAY) is set to release its Q2 earnings report after market close on August 27th ET. Previously, Reuters reported on August 13th that Silver Lake was in talks to acquire Workday, providing strategic support for the company's stock price. Additionally, Workday's annualized recurring revenue (ARR) from its agent AI solutions has approached $500 million, with new annual contract value (ACV) growing over 200% year-over-year. Company management expects free cash flow to reach $3.18 billion in fiscal year 2027, representing a 15% increase. Over the past month, Workday's stock price has risen by 39.77%.
09:00
Jade Gas has submitted its Tavan Tolgoi Coal Seam Gas (TTCBM) Project Development Plan (PDO) to the Mineral Reserve Council of Mongolia, aiming to provide a framework for drilling, dewatering, gas production, and long-term operational management. Concurrently, the company has reached an agreement with Mongolian regulators on a 502 square kilometer production license area, which covers the Red Lake development area and is a key regulatory milestone for obtaining long-term production rights for the commercial development of the project.
08:53
U.S. Marine Corps officials formally notified South Korea in June that its ability to deploy forces during this year’s “Ssangyong” exercise would be limited due to the situation in the Middle East, South Korean Marine Corps spokesman Han Seung-chan said at a press briefing on Monday. The biennial “Ssangyong” exercise involves South Korean and U.S. Marine Corps forces and is designed to strengthen combined operational capabilities. This comes after U.S. President Donald Trump last week unexpectedly ordered the scaling back of another annual combined military exercise, which ended last Friday, citing high costs and South Korea’s refusal to participate in a war against Iran.
08:46
U.S. stock index futures edged lower in premarket trading on Monday, as the market braced for a busy week of economic data releases and NVIDIA's upcoming crucial earnings report.
08:44
JPMorgan Chase technical strategist Jason Hunter points to deteriorating market internals, a lack of conviction in the tech/AI leadership rotation, rising government bond yields, and a defensive shift as harbingers of market weakness in late summer and early fall. He emphasizes the growing divergence between AI hardware/chip manufacturers and companies with heavy AI capital expenditures, which is similar to market behavior before the tech stock crash of 1999-2000. The firm's team favors five defensive sectors and recommends defensive stocks including GE Vernova (target price $1,330) and Bristol Myers Squibb (target price $73, with a dividend yield of nearly 4%).
08:44
U.S. Trade Representative Jamieson Greer said on CNBC on Monday that Canada was to blame for the breakdown of trade talks last week, saying Ottawa changed its demands at the last minute. Greer noted that the two sides had reached sufficient agreement by last Tuesday evening, but in the final hours, Canada "wanted more."
08:39
In its Q2 2026 investor letter, Guinness Global Innovators Fund noted that streaming giant Netflix was one of the fund's weaker holdings during the quarter. The market was disappointed by Netflix's decision to maintain its 2026 guidance, interpreting it as a potential signal of slower growth in the coming quarters. The letter also mentioned that Netflix co-founder and chairman Reed Hastings had stepped down, with long-time board member Jay Hoag succeeding him; concurrently, Netflix abandoned negotiations to acquire Warner Bros. studios and streaming assets.
08:38
Economist Peter Schiff stated on August 23 that artificial intelligence (AI) is a threat to Bitcoin, not a bullish factor, as both compete for speculative capital, electricity, and data-center infrastructure. He highlighted that Bitcoin miners are increasingly shifting resources towards AI, with CoinShares reporting public miners signed over $70 billion in AI contracts by early 2026 and could generate up to 70% of revenue from AI by year-end. Marathon Digital (MARA) notably sold approximately $1.1 billion worth of Bitcoin earlier this year to fund AI expansion. Schiff also suggested AI could uncover vulnerabilities in Bitcoin's code, though no such flaw has been identified.
08:38
Zhiweimai Technology released its semi-annual report for 2026, achieving a revenue of approximately 619 million yuan, a year-on-year increase of 6.43%; total profit of approximately 13.74 million yuan, a year-on-year increase of 53.45%; and net profit after deducting share-based payment impact of approximately 15.73 million yuan, a year-on-year increase of 9.25%. Among these, AI-related business revenue was approximately 68.52 million yuan, accounting for about 11% of the total revenue. The company is transforming from a traditional consumer content platform to an AI-driven consumer service platform.
08:36
Michael Saylor's MicroStrategy is adding a new cash pool to its balance sheet toolkit, a move designed to maintain flexibility as its once-powerful financing model remains under pressure.
08:36
Lookonchain reports Michael Saylor's Strategy (MicroStrategy) sold 18.26M MSTR shares for $2.01B, allocating $1.57B to USD cash for potential Bitcoin purchases. The entity did not buy or sell any Bitcoin last week.

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