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8/24
09:53
The U.S. Federal Trade Commission (FTC) and five states had argued that the Zillow-Redfin partnership, which involved Redfin winding down its rental listing business and referring customers to Zillow in exchange for $100 million plus fees, drove up costs for landlords and decreased listing quality for renters. An expert for the FTC and states estimated Zillow customers paid an average of 14.5% more per listing after Redfin stopped competing. The settlement requires Redfin to rebuild its rental advertising business within six months, though it can maintain its partnership with Zillow through at least 2030.
09:51
Qiagen NV has appointed Jonathan Pratt as its new chief executive, replacing Thierry Bernard, effective Sept. 1. The appointment comes as the company is in talks with private equity firms regarding a potential sale.
09:49
Guinness Global Innovators Fund stated in its Q2 2026 investor letter that KLA Corporation (NASDAQ:KLAC) plays a critical role in the increasing complexity of semiconductor manufacturing. The fund believes that demand for KLA's inspection and metrology tools is structurally supported by the transition to advanced nodes, high-bandwidth memory, and advanced packaging, areas where even marginal yield improvements can lead to significant economic benefits for customers. KLA's stock price rose by 105.2% during the quarter.
09:49
In its Q2 2026 investor letter, Guinness Global Innovators Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The fund noted that Lam Research's management has repeatedly raised its outlook for global wafer fabrication equipment (WFE) spending, extending their elevated growth outlook into 2026 and 2027. This is primarily due to the accelerating demand for AI, high-performance computing, and data center infrastructure, which is driving record capital expenditure from foundries and integrated device manufacturers. Lam Research, specializing in etch and deposition, is benefiting from increased DRAM and high-bandwidth memory demand, resilient China revenues, and growth in its high-margin services business. The stock closed at $314.00 on August 21, 2026, with a 7.68% one-month return and a 210.03% gain over the past 52 weeks.
09:48
Bernstein analyst Gautam Chhugani has assigned a Street-high price target of $330 for Coinbase Global (COIN), suggesting a potential 77% upside from its current trading price of $186.49. This optimistic outlook comes despite Coinbase experiencing three consecutive quarterly earnings misses and an 18% year-to-date decline. Chhugani's thesis is anchored on Coinbase's structural high-margin revenue growth beyond retail trading fees, an ongoing crypto liquidity supercycle driven by spot Bitcoin and Ethereum ETF flows, and regulatory clarity that could shift trading volume to compliant US platforms.
09:48
The analysis suggests that Wall Street has underestimated Qualcomm's growth potential in non-handset businesses, particularly the automotive sector, which saw revenue grow by 61% year-over-year. Furthermore, company CEO Cristiano Amon has set a target for non-handset revenue to reach $40 billion by fiscal year 2029, nearly double the target set in November 2024. Additionally, the data center business is projected to grow from $5 billion in fiscal year 2027 to $15 billion in fiscal year 2029. Although Qualcomm's handset revenue for the third fiscal quarter decreased by 20% year-over-year, automotive revenue increased by 61% to $1.588 billion, and total revenue of $9.947 billion exceeded expectations by 2.84%.
09:48
SpaceX stock fell 3% to $133.48, AST SpaceMobile dropped 3% to $66.85, and Rocket Lab declined 2% to $71.22. This followed President Donald Trump signing a memorandum last Thursday, directing federal agencies to achieve at least 1,000 launches and reentries annually by 2030, significantly higher than last year's 178. However, market optimism for this policy was outweighed by concerns about execution risks, with the 2030 target deemed too distant to serve as a near-term catalyst.
09:47
Officials also expect the monsoon to begin retreating earlier than usual next month. A weaker rainy season could weigh on crop production and potentially increase food-price pressures in the world’s most populous country.
09:45
Chinese electric vehicle (EV) maker Xpeng announced on Monday that its robotics subsidiary, Dogotix, secured US$900 million in funding from investors including Alibaba Group Holding and IDG Capital. This financing round values Dogotix at US$6.3 billion and marks the biggest single private-equity deal involving a Chinese robotics maker.
09:37
The U.S. Treasury General Account (TGA) balance has quietly surged to approximately $950 billion, nearly double the Biden administration's target of $550-600 billion. According to informed officials, Treasury Secretary Scott Bessent can utilize these funds to support the Treasury's recent plan to double the size of long-term bond buybacks to at least $4 billion. This move has pushed the 30-year U.S. Treasury yield to 5.23%, its highest level since 2007.
09:33
The fund believes that AMD is well-positioned in high-performance and AI computing, has narrowed the performance gap with NVIDIA, and is poised to benefit from the shift in AI data centers towards more CPU-centric architectures. The fund specifically points out that AMD's Helios platform and EPYC server CPUs will be key growth drivers starting in 2027.
09:32
Yahoo财经的一篇分析文章对比了两家金属公司:贵金属生产商First Majestic Silver Corp (NYSE:AG) 和稀土生产商MP Materials Corp (NYSE:MP)。First Majestic Silver在2025财年营收达到近13亿美元,同比增长约128%,实现净利润近1.68亿美元,净利率约13%。同期,MP Materials营收约2.24亿美元,同比增长超10%,但报告净亏损近8600万美元,净利率为负38.3%,反映其在扩大生产能力方面的持续投资。文章指出,First Majestic Silver在估值上更具价值导向,而MP Materials则被视为对美国国家安全和可再生能源至关重要。
09:32
Marvell Technology (MRVL) is scheduled to release its fiscal Q2 2027 earnings report on August 27. The company's CEO, Matt Murphy, previously raised the revenue outlook for fiscal 2027 to approximately $11.5 billion and for fiscal 2028 to about $16.5 billion. Analysts are largely optimistic, with 38 rating it a “Buy” and none a “Sell,” and Polymarket indicates an 88% probability of an earnings beat. Following its Q1 FY27 earnings, MRVL shares surged 54% in one week, and are up 195.8% year-to-date.
09:31
Broadcom (AVGO) reported second-quarter revenue of $22.19 billion, a 47.87% year-over-year increase, with AI semiconductor revenue reaching $10.8 billion, up 143% year-over-year. The company's CEO, Hock Tan, stated that AI orders exceeded $30 billion in the second quarter and projected AI revenue to grow over 200% to $16 billion in the third quarter. Marvell Technology (MRVL) reported first-quarter revenue of $2.418 billion, a 28% year-over-year increase, with its data center business accounting for 76% of total revenue. Marvell CEO Matt Murphy raised the full-year revenue outlook for fiscal year 2027 to nearly $11.5 billion and for fiscal year 2028 to approximately $16.5 billion, but its net profit declined by 80.61% due to one-time expenses.
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。

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