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8/24
13:19
NAPCO Security Technologies (NSSC) reported record fiscal fourth-quarter net sales of $55.8 million, a 10% increase year-over-year, and full-year net revenue of $202.3 million, up 11.4%, surpassing the $200 million threshold for the first time. For Q4, GAAP net income increased 52.7% to $17.8 million, or $0.50 per diluted share. Longtime executive Kevin Buchel has been appointed Chief Executive Officer and President, while founder Dick Soloway transitioned to Founder and Executive Chairman.
13:18
Coinbase launched tokenized US stocks on its Base blockchain on Monday, joining other crypto exchanges in the race to bring stock trading on-chain. The tokenized stocks are available to eligible investors outside the US and are backed 1:1 by underlying shares held by regulated broker-dealer and custodian Alpaca. The product is issued under Coinbase's newly established Abu Dhabi Global Market (ADGM) regulatory framework, with each token representing a direct claim to the underlying stock and reflecting dividends and stock splits. Investors can trade them 24/7 on supported on-chain platforms like the DEX Aerodrome and use them in DeFi applications, such as collateral for lending. Coinbase also partnered with Chainlink to provide continuous price data for these tokenized stocks.
13:13
The biotechnology company, which focuses on multiple sclerosis treatments, was chosen as Monday's IBD 50 Growth Stocks To Watch selection. Wall Street anticipates explosive earnings growth for TG Therapeutics in the upcoming quarters, contributing to its strong performance as it recovers from a sharp drop earlier this month.
13:10
Analysts will closely watch the breakdown between hyperscaler and other AI customers' revenue growth in NVIDIA's upcoming second-quarter earnings report, scheduled after market close on August 26. Last quarter, hyperscaler revenue growth lagged other segments, and this trend could impact the stock price and broader AI industry valuations.
13:10
Analysis indicates that Micron Technology, as one of NVIDIA's key suppliers for High Bandwidth Memory (HBM), has a stock performance closely tied to NVIDIA's results. The market generally expects NVIDIA's Q2 revenue to reach $92.1 billion, a 97% year-over-year increase. If NVIDIA's performance is strong, it will further validate the AI infrastructure supercycle and drive up contract prices for HBM and DRAM, thereby benefiting Micron Technology's revenue growth and profit expansion. Micron Technology's HBM and DRAM production is already sold out, with new capacity coming online. After a recent consolidation, its stock price is expected to rise following the release of NVIDIA's earnings report.
13:08
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
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 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。
12:58
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 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
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
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 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 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
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
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.
12:42
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.

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