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8/24
13:08
Trump shares Fox News report: Unearthed DOJ emails expose turmoil over Biden-era memo urging crackdown on parents
Former President Donald Trump shared a Fox News report revealing that recently uncovered Department of Justice (DOJ) emails have exposed significant internal turmoil surrounding a Biden-era memo. The memo in question urged a crackdown on parents, sparking controversy within the department.
13:07
Analysts say Dell (DELL) stock, up 235% this year, could be propelled even higher by upcoming earnings report
Evercore ISI analyst Amit Daryanani initiated a tactical outperform call on Dell stock on Sunday, believing the company can exceed Wall Street's expectations despite high bars for its next week's earnings report.
13:02
Cisco's FY2026 Hyperscale AI Orders Reach $9.3 Billion, Up 4.5x Year-over-Year, Receives "Buy" Rating from Analysts
Cisco's hyperscale AI orders for fiscal year 2026 reached $9.3 billion, 4.5 times that of the previous fiscal year. Based on this, 24/7 Wall St. gave Cisco a "buy" rating with a target price of $131.07, representing an 18% upside from the current stock price. Cisco CEO Chuck Robbins expects AI infrastructure revenue to reach $7.5 billion in fiscal year 2027, double that of fiscal year 2026, and stated that "agentic AI" is driving a networking super cycle.
13:02
Bloomberg Intelligence strategist Mike McGlone warns Bitcoin's rebound is a 'gift to sell' as US 30年期国债收益率触及2007年以来新高
Bloomberg Intelligence高级大宗商品策略师Mike McGlone警告称，比特币的反弹可能只是熊市中的卖出机会，而非持续上涨的信号。他指出，美国30年期国债收益率近期达到5.31%，创2007年以来新高，这表明金融条件收紧正在威胁投机性资产，并可能终结加密货币、贵金属和股票的历史性涨势。McGlone认为，高企的债券收益率通过提供政府支持的丰厚回报，增加了比特币和黄金的竞争，同时推高了借贷成本，降低了流动性，并增加了对股票及其他长期资产的折现率。
13:00
AERO (Aerodrome Finance) saw a trading volume of $1.21 million in the past hour (15.5 times its 7-day average for the same period), currently trading at $0.5307.
12:58
Stand With Crypto backs 32 House candidates in midterm elections to flex political influence
12:58
US Social Security Administration (SSA) releases new strategic plan for FY2026-2030, projecting Old-Age and Survivors Insurance Trust Fund reserves to deplete by Q4 2032
The newly released strategic plan focuses on technology and productivity to improve service, building on changes initiated by the now-defunct Department of Government Efficiency (DOGE), which Elon Musk called "somewhat successful." The SSA reported wait times at field offices fell 23% in fiscal 2025 and initial disability claims backlog fell 25%. The 2026 Board of Trustees Report projects the OASI Trust Fund will exhaust its reserves in the fourth quarter of 2032, a quarter sooner than projected last year. After depletion, payroll taxes would cover about 78% of scheduled OASI benefits without congressional action.
12:58
USA Rare Earth receives US government-backed US$1.55 billion in financing, but share price still falls 5%
USA Rare Earth announced it has completed a $1.55 billion capital injection into a special purpose vehicle to acquire all products from the first phase of Serra Verde Group's rare earth production, with the U.S. Department of War committing $750 million. This capital injection fulfills a key closing condition for the Serra Verde acquisition. Despite this positive news, the company's stock price still fell 5% during intraday trading on Monday.
12:57
US stocks midday: Dow up 0.27% to 53,419.17 points, Nasdaq Composite down 0.44% due to weak chip stocks, gold price up 1.20%
As of 11:37 AM ET on August 24, the Dow Jones Industrial Average rose 0.27%, outperforming the S&P 500's 0.23% decline and the Nasdaq Composite's 0.44% drop, as tech sector volatility offset blue-chip gains. Applied Optoelectronics fell 11% after announcing a $600 million equity offering, and NVIDIA Corp. slipped ahead of its earnings report. Gold prices rose 1.20% to $4,671.09, and the 10-year U.S. Treasury yield fell 0.04% to 4.69%.
12:57
Analysis indicates that Solana (Solana) is poised to surpass the combined market capitalization of Bitcoin and Ethereum in the future.
The Motley Fool's analysis suggests that despite Bitcoin and Ethereum currently accounting for 70% of the total crypto market capitalization, with a combined market cap of $1.8 trillion, Solana (SOL), the world's seventh-largest cryptocurrency, still has the potential to surpass them in the future. Solana's current market cap is approximately $52 billion, meaning it would need to achieve about 100 times growth to match the potential $5 trillion market cap that Bitcoin and Ethereum might reach in the next five years. The analysis points out that the rapid development in the DeFi sector, along with Solana's proactive positioning in stablecoins and asset tokenization, could be key catalysts for its high-speed growth. Investment firm VanEck once predicted that Solana could reach $3,211 by 2030, but to surpass the combined total of Bitcoin and Ethereum, Solana would need to develop "killer applications" and become a ubiquitous component of the global financial system, realizing the vision of "Netflix for finance."
12:57
Quantum Stocks Decline: Rigetti Computing and Infleqtion Down 7%, IonQ Down 6% on Monday
Quantum computing stocks, including Rigetti Computing (RGTI), Infleqtion (INFQ), and IonQ (IONQ), saw significant declines on Monday, unwinding a recent sentiment-driven rally. The previous rally was fueled by Quantum Computing Inc.'s (QUBT) reported 9,000% revenue jump and Infleqtion's amended SEC filing, which raised its reported revenue growth from 116% to 157%.
12:48
Citi Maintains "Buy" Rating and $300 Price Target on NVIDIA Ahead of Earnings, Raises EPS Estimates for Next Three Years
Citi expects NVIDIA's July quarter revenue to reach $93 billion, approximately $1 billion above Wall Street consensus; October quarter revenue is projected to grow 13% quarter-over-quarter to $105 billion, also exceeding market expectations. The bank also anticipates NVIDIA's next-generation Vera Rubin platform to start contributing revenue in the October quarter and believes NVIDIA has secured HBM memory supply for 2026/27. Furthermore, Citi noted that NVIDIA is helping to address the financing needs for AI infrastructure construction through methods such as credit support.
12:46
Josh Kushner's net worth reportedly tripled to $16.7 billion, driven by investments in SpaceX and AI
Forbes estimates Josh Kushner's net worth at $16.7 billion, up from $5.2 billion a year ago. His venture firm, Thrive Capital, grew its assets to over $65 billion, nearly tripling from $23 billion in December 2024. This surge is primarily attributed to his early investment in SpaceX, which reportedly became a $10 billion stake when the company went public in June, and a subsequent $4.2 billion stake in AI coding startup Cursor after SpaceX acquired it for $60 billion. Kushner also holds an indirect stake in OpenAI, last valued at $852 billion in March.
12:46
Analysis shows Robinhood's revenue grew 24% to $2.4 billion in the first half of the year, but it is not expected to generate "millionaire-level" returns.
Online broker Robinhood (NASDAQ: HOOD) achieved revenue of $2.4 billion in the first half of 2026, a year-over-year increase of 24%; its total funded customers grew by 7% to 28.4 million, and Gold subscribers increased by 39% to 4.8 million. Analysts expect the company's full-year revenue and adjusted EBITDA to grow by 15% and 9% respectively, with a compound annual growth rate (CAGR) of 18% for revenue and 21% for adjusted EBITDA from 2025 to 2028. Despite Robinhood's continuous growth and expansion into prediction market event contracts, SpaceX IPO business, and banking services, analysis suggests that its stock valuation (33 times this year's adjusted EBITDA) is not cheap. While it may double or triple in value over the next decade, it is unlikely to deliver "millionaire-level" massive returns.
12:44
USDC on-chain burn: 62.93 million (approximately $62.93 million)
12:42
Massive Bearish Options Trade in Gold Market: A trader sold 116,000 call options on the SPDR Gold Trust ETF (GLD) with a strike price of $420, expiring on September 18, netting a profit of $58 million.
Twenty minutes after the market opened on Monday, a trader sold nearly 116,000 call options on the SPDR Gold Trust ETF (GLD) with an expiry of September 18 and a strike price of $420, which are currently in-the-money, collecting a total premium of $202 million. Subsequently, the trader used part of these funds to buy an equal number of call options with the same expiry and a strike price of $430, paying $144 million, thereby achieving a net credit of $58 million. Although a sold spread is typically considered a neutral trade, because the trader sold in-the-money call options, the breakeven point at expiry is pushed up to $425. Given that GLD is currently trading at $427, this makes the trade an effective bearish bet, anticipating a slight pullback in gold prices over the next four weeks. Nigam Arora, founder of Arora Report, stated that the probability of a short-term pullback in gold is very high; although momentum traders' capital flows remain very bullish, smart money flows have turned negative. This bearish trade is particularly noteworthy as this week features significant macroeconomic events, including the release of PCE inflation data on Wednesday and the Jackson Hole Economic Symposium on Thursday.
12:41
Vance Says Negotiations With Canada Are Ongoing
12:35
The Motley Fool analysis points out that for investors seeking low-cost diversified exposure to financial stocks, the FNCL ETF is a better long-term choice than FTXO.
This analysis compares the Fidelity MSCI Financials Index ETF (FNCL) and the First Trust Nasdaq Bank ETF (FTXO). FNCL has an expense ratio of 0.08%, a dividend yield of 1.56%, and holds 387 stocks, primarily including JPMorgan Chase, Berkshire Hathaway, and Visa. In contrast, FTXO has an expense ratio of 0.60%, a dividend yield of 1.72%, and holds 49 bank stocks, primarily including Bank of America, Citigroup, and JPMorgan Chase. Although FTXO has outperformed FNCL over the past 12 months, rising approximately 25% compared to FNCL's 11% gain, FNCL has shown more stable performance over the past 5 years. The analysis suggests that FNCL is more suitable for investors seeking low-cost, diversified exposure to financial stocks, while FTXO is better for investors looking to specifically bet on the banking sector.
12:33
Michael Saylor stated that the Bitcoin network has not abandoned its principles but has transcended bias, and Bitcoin belongs to everyone.
12:29
Israeli Prime Minister Netanyahu: Iran tried to assassinate members of my family
12:24
Analysis indicates that Treasury Inflation-Protected Securities (TIPS) are currently the only asset guaranteeing a positive real yield.
This analysis, based on August 20th data, indicates that with current core PCE inflation at 3.3% and a 32% tax rate, the real after-tax return on a savings account is negative 0.72%. The real yield on 10-year TIPS is 2.35%, while the market's expectation for average inflation over the next decade is 2.34%, which is lower than the current actual inflation.
12:24
Delta CEO Ed Bastian says AI could boost profits by 50%, as airline tests AI-set fares on 3% of tickets
Delta CEO Ed Bastian says AI could boost profits by 50%, as airline tests AI-set fares on 3% of tickets. Bastian stated that AI could potentially move Delta's profit margin from around 10% to 15%, amounting to billions of dollars. The airline has been testing AI to determine ticket prices, with AI influencing 3% of its fares as of July 2025, aiming for 20% by the end of that year. Consumer advocates have raised concerns about the potential for individualized pricing based on personal data, though Delta maintains it does not use personal data for fare setting and complies with privacy laws.
12:23
Pimco Becomes Dominant Foreign Player in Colombia's Local Debt Market After Buying Spree
Pacific Investment Management Co. (Pimco) significantly increased its holdings in Colombia's local debt market, offsetting outflows from other overseas investors and securing a dominant position.
12:20
Analysis: Vanguard Dividend Appreciation ETF (VIG) and Fidelity High Dividend ETF (FDVV) each have their advantages. VIG has an expense ratio of 0.04% but a yield of 1.5%, while FDVV has a yield of 2.7% but a higher expense ratio.
Yahoo Finance analysis indicates that VIG focuses on companies with a history of continuous dividend growth, while FDVV pursues higher immediate income. VIG has an expense ratio of 0.04%, a dividend yield of 1.5%, holds 338 stocks, with its top three holdings being Broadcom, Apple, and Microsoft. FDVV has a dividend yield of 2.7%, holds 119 stocks, with its top three holdings being NVIDIA, Apple, and Microsoft, and its expense ratio is more than four times higher than VIG's (0.04%). Although both have provided an annualized total return of approximately 13.5% over the past decade, analysts slightly favor VIG due to its lower fees and more diversified holdings.
12:19
Walmart stock fell nearly 10% over the past week despite beating Q2 earnings and raising full-year guidance, with a retail CEO attributing the drop to sentiment rather than fundamentals.
Walmart reported adjusted Q2 EPS of $0.81, exceeding estimates of $0.7413, and revenue grew 5.94% to $187.94 billion. The company also raised its full-year sales guidance to 4%-5% from 3.5%-4.5%. However, the stock still dropped 9.82% over the past week, closing at $103.70, after guiding Q3 EPS to $0.62-$0.64 and flagging $2 billion in unexpected fuel costs. Michael Zakkour, a retail CEO, stated on Friday that the sell-off reflects consumer caution and sentiment, predicting a strong holiday season for discount retailers as shoppers opt for value over premium goods.
12:19
The President and CEO of Digi Power X purchased shares on the open market this week, totaling approximately $110,000.
According to regulatory filings, Amar Alec, President of AI infrastructure company Digi Power X, purchased 10,000 shares on August 20 at a weighted average price of $3.86 per share. CEO Michel Amar purchased 20,000 shares on August 19 at an average price of $3.60 per share, with a total transaction value of $72,000. The two transactions combined totaled approximately $110,000.
12:18
Shipping industry warns small battery exemption increases fire risk on vessels
Container lines are pushing regulators to change rules that currently exempt laptops or power banks with batteries from declaration requirements.
12:09
Analysis highlights Kimberly Clark's (KMB) 54-year dividend growth streak, rivaling PepsiCo (PEP) but offering a higher yield of 4.7% vs. 4.1%.
Analysis highlights Kimberly Clark's (KMB) 54-year dividend growth streak, rivaling PepsiCo (PEP) but offering a higher yield of 4.7% vs. 4.1%. The consumer staples giant, known for brands like Huggies and Kleenex, has paid dividends for 92 consecutive years and recently raised its payout from $1.26 to $1.28 per share this past January. The report suggests KMB's portfolio is more resilient than PEP's and notes its ongoing acquisition of Kenvue.
12:04
Musk reposts NVIDIA CEO Jensen Huang's remarks, who said xAI completed a year's work in 19 days, Musk's understanding of engineering is unique
NVIDIA CEO Jensen Huang stated that xAI accomplished in 19 days what others would take a year to do, calling it an unprecedented "superhuman" achievement, and described Elon Musk as unique in his engineering understanding.
12:04
Elon Musk shares post highlighting record-high poll numbers for France's National Rally and Germany's AfD
The shared post, originally from @Inevitablewest, states that European media are 'shocked' as both the AfD party and Marine Le Pen's National Rally (RN) have broken their national polling records. Marine Le Pen's support hit 38% (+2), while AfD reached 29% (+1).

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