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8/24
14:38
Ivanti Inc. informed lenders that its second-quarter revenue and earnings fell, casting a cloud over the private equity-backed cybersecurity software firm’s efforts to boost sales following its transition to a subscription-based business model.
14:34
A $1.18 billion loan issued by Guggenheim Investments’ financing entity GIH Borrower LLC, due in 2031, fell to 72.5 cents on the dollar on Monday. This marks a new low since the debt was priced in November 2024, occurring despite the firm convening a call last week with lenders to assuage concerns about its second-quarter earnings.
14:20
Crypto exchange volumes have doubled in the past five days, indicating a rebound in market activity. Monthly volume data shows $490 billion has been traded so far in August, compared to $670 billion in July.
14:10
BlackRock is sounding out buyers for all $671 million of loans held by its TCP Capital Corp. as the firm ramps up efforts to overhaul the troubled private credit fund, according to people with knowledge of the matter.
14:08
The AI assistant, currently in private testing, has been praised for its capabilities but has drawn criticism for its extensive access to user data, including email, messages, and device information. Testers highlight concerns over its terms of service, which grant Instinct a "perpetual and irrevocable" license to use and modify user materials, including for AI model training, and allow it to enter into binding agreements on users' behalf. Issues such as the inability to delete Gmail records (later fixed), continued inbox summarization after disconnection, and vulnerability to phishing have also been reported.
14:07
RUM Group (NASDAQ:RUM) stock surged 7% to $9.68 after announcing a commercial agreement worth approximately $13.7 billion to supply GPUs and GPU services to an unnamed U.S.-based cloud customer. The contract value significantly dwarfs the company's Q1 2026 revenue of $25.46 million. However, RUM Group stated it currently lacks the necessary funds to fulfill the contract and plans to raise capital through debt or equity. The deal also includes a warrant for the customer to acquire up to 50.81 million Class A shares at $0.01 per share, and the third tranche of the six-year order is conditional upon customer approval. Meanwhile, Trump Media & Technology Group (NASDAQ:DJT) stock rose 2% to $9.26, while the Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) fell 1%.
14:07
Currently, a record $8.44 trillion is parked in money market funds, yielding approximately 3.5%, which is exactly on par with the current annual inflation rate (headline CPI) of about 3.5%, resulting in zero real purchasing power gain. Investors opt for money market funds due to their simplicity, liquidity, and perceived safety, even though the Federal Reserve's fed funds rate upper bound has been at 3.75% since December 11, 2025, the real return from money market funds, adjusted for inflation, is close to zero.
14:07
The article points out that the Acquirers Small and Deep Value ETF (DEEP) has returned 19.57% year-to-date as of June 30, outperforming the S&P 500 Index ETF (VOO)'s 10.16% gain over the same period. The Alpha Architect U.S. Quantitative Value ETF (QVAL) also recorded a 20.72% gain year-to-date as of July 31. Both ETFs employ a contrarian investment strategy, focusing on small-cap or deeply undervalued companies overlooked by Wall Street, with low overlap with S&P 500 constituents. DEEP primarily constructs its portfolio using the "acquirer's multiple" valuation metric (enterprise value/EBITDA), while QVAL screens using EBIT/total enterprise value (TEV).
14:03
The data, a trove of combat imagery, will be used to train AI models to identify and strike Russian targets.
14:02
Nebius Group (NBIS) announced its second-quarter earnings on August 12, with its cloud business revenue surging by 514% year-over-year, driving total revenue to $582.3 million, exceeding analysts' expectations of $572.75 million. Following this news, the company's stock price rose by over 20%. Nebius also raised its 2026 contracted power target to 5 gigawatts and expects customer prepayments to exceed $9 billion this year, with total customer commitments reaching $40 billion. Additionally, competitor CoreWeave reported a 112% increase in revenue during the same period, with a backlog of $104.2 billion.
14:01
伯克希尔哈撒韦公司(Berkshire Hathaway)第二季度净收入翻倍至256.7亿美元,运营收益增长16.3%至129.8亿美元。该公司在本季度进行了数年来最大的两笔交易,包括以68亿美元收购房屋建筑商Taylor Morrison,以及对谷歌(Alphabet)股票的100亿美元投资。此外,伯克希尔回购了45亿美元的自身股票,并净买入235亿美元的其他股票,这是三年多来首次成为净买家。
14:01
The analysis highlights Nvidia's current market capitalization of over $5 trillion and its Q1 fiscal 2027 data center revenue of $75.2 billion, a 92% year-over-year increase. Key growth drivers include partnerships with Marvell Technology and Ayar Labs, as well as the new Vera server CPU, which is expected to generate $20 billion in revenue this year. Based on these catalysts, the analysis projects Nvidia's revenue could reach $918 billion by fiscal 2031 (calendar 2030).
13:56
On Monday afternoon, Snap (NYSE:SNAP) stock jumped 4% to $5.47, and Meta Platforms (NASDAQ:META) added 2% to $558.21. Google (NASDAQ:GOOGL) stock also climbed 1% to $349.74. In contrast, Reddit (NYSE:RDDT) stock slipped 1% to $152.16. The Global X Social Media ETF (NASDAQ:SOCL) was down 1% to $44.69, reflecting its broader portfolio including Asian internet holdings, which masked gains from its largest U.S. social media positions. The movements occurred without a fresh company-specific catalyst, rewarding the group's year-to-date laggards.
13:56
The New York developer filed a prospectus on August 13 with the Tel Aviv Stock Exchange, seeking to issue approximately $100 million in unsecured bonds. Part of the proceeds will be used to acquire JPMorgan Chase’s 49% stake in the 605 Third Avenue tower in Midtown Manhattan. JPMorgan Chase had previously sought a valuation of $425 million for its stake, but due to the building being encumbered by a $400 million mortgage, Fisher Brothers will ultimately pay only about $11.5 million. The offering will test Israeli investors' appetite for U.S. real estate bonds, following market tremors caused by bond issues from Simad Holdings and GFI Capital. The debt is expected to be priced between 6% and 6.5%, lower than what many U.S. lenders are currently quoting for similar unsecured office building-backed borrowings.
13:55
The stock performance of two companies diverged, reflecting a structural schism within the hydrogen sector, primarily driven by AI data center demand. Bloom Energy benefited from selling solid oxide fuel cell systems to data centers, while Plug Power's business focus lies in an integrated hydrogen ecosystem. The Global X Hydrogen ETF (HYDR) fell 0.8% to $42.40 on the day, with its decline masking sharp opposing movements among its major constituents.
13:45
According to a recent SEC Form 4 filing, Mark Wayne Hobbs, Executive Vice President of Delek Logistics Partners (NYSE:DKL), purchased 4,000 shares of the company's stock at a price of $50 per share on August 13, 2026, for a total of $200,000. Following this transaction, Hobbs directly holds 24,125 shares of the company.
13:45
Chevron’s 20-year take-or-pay agreement with Microsoft will provide 2.67 gigawatts of electricity for AI data centers, creating a new revenue stream for the oil giant.
13:43
Siemens Energy AG is working with Goldman Sachs Group Inc. as it prepares to start fielding offers for a majority stake in its steam turbine business, according to people familiar with the matter.
13:42
Mexican President Claudia Sheinbaum said she was optimistic about reaching a trade agreement with Donald Trump after trade talks with Canada broke down in the United States, with her chief negotiator currently in Washington for related discussions.
13:31
Canada's biggest banks are facing high expectations ahead of their latest quarterly readouts, with recent strong trends having stretched market valuations. The third-quarter earnings for Canada's Big Six lenders are scheduled to be released over three days this week, starting Tuesday with Bank of Montreal and Bank of Nova Scotia.
13:30
Vanguard's latest "The State of American Savings Report" indicates that the average balance in US 401(k) plans has risen to a record $167,970. However, the report also highlights that due to a small number of high-net-worth savers skewing the average, the median balance is only $44,115, which more accurately reflects the actual situation for a typical saver. The report also mentions that the personal savings rate dropped to 2.8% in Q2 2026, while the average annual household expenditure increased to $78,535 in 2024, factors that collectively squeezed savings contributions. Furthermore, starting in 2026, employees aged 50 and over with annual incomes exceeding $150,000 must direct their catch-up contributions into a Roth 401(k) account.
13:29
Zoom is set to report its second-quarter financial results on Tuesday after market close. Analysts anticipate the company will report revenue of $1.27 billion and earnings per share of $1.48. BTIG analyst Allan Verkhovski maintained a Buy rating with a $125 price target, highlighting Zoom's strong fundamentals, acceleration in its Enterprise segment, and the growing value of its stake in private AI company Anthropic. Zoom invested $51 million in Anthropic in 2023, and analysts suggest this stake could now be worth billions, potentially outshining Zoom's core revenue performance, especially amid Anthropic's IPO speculation and a potential $2 trillion valuation.
13:24
Biwin Storage today released its 2026 semi-annual report, with the company's performance showing significant growth primarily due to the improved prosperity of the storage industry and the demand growth driven by AI applications. Among these, revenue from AI emerging edge-side storage products was approximately 2.86 billion yuan, a year-on-year increase of 433.58%. The company's comprehensive gross margin reached 54.81%, a substantial increase from 2025. In addition, Biwin Storage is increasing its investment in upstream resources, research and development, and advanced packaging and testing, and has signed long-term supply agreements with original storage manufacturers for a cumulative committed procurement amount of 3.3608 billion US dollars.
13:21
The decree, published on Monday, would allow Moscow to strip owners of physical and financial control over facilities should they fail to secure them or repair damage quickly, amid Ukraine's intense drone campaign. Ownership powers would transfer to Russia’s Federal Agency for State Property Management or another designated body. The legislation covers fuel and energy facilities (including nuclear power), industry, communications, transport, logistics, and public utilities.

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