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8/25
09:04
Bitwise to Offer Automated Portfolios of Tokenized Stocks
Bitwise Asset Management Inc. is set to offer investors access to automated portfolios of tokenized stocks, marking the latest step in the financial industry’s rush to manage traditional assets on the blockchain.
09:04
US imposes new restrictions on advanced robotics, exposing industry's heavy reliance on Chinese components
Nikkei Asia reported that the new rules are designed to move production back to the United States, but U.S. manufacturers and researchers warn that the move will lead to increased costs and production delays.
09:03
Cerebras Systems' stock plummets after Q2 revenue misses expectations, but analysts still predict a 57% upside
AI chip company Cerebras Systems (NASDAQ:CBRS) saw its stock price fall by 26.41% over the past week after announcing its Q2 2026 earnings, accumulating a 40.39% decline from its May high. The company's Q2 revenue was $180.11 million, missing analysts' expectations of $193.55 million, and its GAAP EPS loss of $2.98 significantly exceeded the expected loss of $0.1801. Management anticipates that the core operating margin for Q3 will decrease from negative 16% in Q2 to between negative 25% and negative 23%.

Despite the poor performance, Wall Street analysts generally remain optimistic about Cerebras Systems. Currently, 10 out of 11 analysts covering the stock have given a "buy" rating (3 "strong buy," 7 "buy"), with an average target price of $291.64, representing approximately 57% upside from the current share price of $185.43. Among them, UBS analyst Timothy Arcuri set a target price of $330, implying a potential upside of about 78%. Analysts' bullish reasons include the company's $25.4 billion in remaining performance obligations (RPO), which includes an agreement exceeding $20 billion with OpenAI, and management's plan to triple revenue by 2027.
09:03
Gemini enables native XRP Ledger deposits and withdrawals for Singapore customers
Gemini has enabled native XRP Ledger deposits and withdrawals for customers in Singapore, allowing them to move XRP between Gemini accounts and external XRPL addresses directly. This expands Gemini's local XRP offering beyond buying, selling, and custody, aligning with the exchange's regulatory work in Singapore and Ripple's separate expansion of regulated payment activities in the country.
09:03
U.S. 20-city home prices rose 0.2% month-over-month in June, exceeding market expectations.
US 20-city home prices rose 0.2% month-over-month in June, exceeding market expectations of 0.1% and matching May's increase. On a year-over-year basis, home prices increased by 2.1%, accelerating from May's 1.6% and also surpassing market expectations of 1.7%. Unadjusted for seasonality, home prices rose 0.4% month-over-month, but this increase was lower than May's 0.9%.
09:02
Jim Cramer notes chip stocks are bouncing back ahead of Nvidia's earnings report Wednesday night
09:02
ZRO (LayerZero) rose 8.58% in 5 minutes, now trading at $1.152.
09:01
Qualcomm CEO expects non-handset revenue growth to exceed 60% in fiscal year 2027, and reaches a long-term data center CPU agreement with Meta.
Qualcomm CEO Cristiano Amon told investors that the company expects non-handset revenue growth to accelerate from 24% in fiscal year 2026 to over 60% in fiscal year 2027, primarily driven by AI chips. In addition, Qualcomm recently reached a long-term agreement with Meta Platforms for data center CPUs, which is considered a significant step forward in its AI chip strategy.
09:01
Evercore ISI analysts expect Bloom Energy stock to surge 71.5%, with a target price of $350.
Despite Bloom Energy (NYSE:BE) shares falling 42% from their 52-week high and 12.12% over the past week, Evercore ISI analyst Nicholas Amicucci maintained an "Outperform" rating and the highest Wall Street price target of $350, implying approximately 71.5% upside from the current share price of $204.02. The analyst believes the market is underestimating the company's ability to provide immediate off-grid power with its solid oxide fuel cells in areas such as data centers, as well as its expansion into fields like rack manufacturing and semiconductor testing. Additionally, capital partners (such as Brookfield's $25 billion financing commitment) validate the value of its platform.
09:01
Apple introduces M6 and M5 Ultra chips, with M6 being its first 2nm chip, marking a big leap in performance and AI compute.
08:58
Indonesia's Prabowo launches 100 GW solar power program
Indonesian President Prabowo Subianto on Tuesday launched an ambitious program to develop 100 gigawatts of solar power capacity within three years, from just 1.5 GW of current installed capacity. The estimated cost is $73 billion, as Southeast Asia's largest economy seeks to reduce its reliance on fossil fuels and rising import bills.
08:55
Analysts identify Shopify and Deckers Outdoor as two stocks with potential to double by 2030
The analysis suggests that e-commerce giant Shopify, with its consistent gross merchandise volume (GMV) growth and increasing subscription revenue, is expected to see earnings grow about 30% annually. Deckers Outdoor, owner of brands like HOKA and UGG, is considered undervalued at 13 times forward earnings and could rebound with improving economic conditions and a return to its historical P/E ratio.
08:55
OKX will update the Simple Earn Flexible product mechanism on August 27, canceling the minimum APR setting, which may affect user yields.
08:53
Grayscale launches the first ETF to offer direct exposure to Zcash
Grayscale on Tuesday morning launched the first ETF to offer direct exposure to Zcash (ZEC), the privacy-focused cryptocurrency.
08:45
BlackRock Lowers Minimum Threshold for Direct Bitcoin-to-IBIT ETF Share Conversions From $25 Million to $1 Million
This move aims to institutionalize cryptocurrency ownership and accelerate Bitcoin's integration into Wall Street. Currently, over $5 billion has flowed into BlackRock IBIT through such in-kind conversions. Bitwise, Morgan Stanley, and Grayscale are experiencing similar adoption, and this mechanism is expanding to Ethereum and Solana. Lower barriers and more convenient custody services are expected to further drive funds from private wallets to ETFs.
08:40
European FinTech payabl. Integrates Visa Rapid Dispute Resolution (RDR) Service
European fintech company payabl. has partnered with Visa to offer Visa Rapid Dispute Resolution (RDR) to merchants in the UK and EU. This service aims to reduce merchant friction and prevent chargebacks by automatically resolving disputes before they escalate to a chargeback. The service will be integrated into the payabl.one platform, helping merchants automatically address issues early in the dispute process and supporting virtual refunds to customers.
08:40
Analysis indicates that Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) achieved a ten-year return of 295.1% as of August 21, with net assets increasing to $424.565 billion.
The fund has an annual expense ratio of 0.04%, with 36% of its portfolio concentrated in tech giant stocks. Its top ten holdings include NVIDIA, Apple, Google, Microsoft, Amazon, Broadcom, Meta Platforms, Tesla, Berkshire Hathaway, and Eli Lilly. As of August 21, VTSAX has delivered a five-year return of 77.83%, a one-year return of 22.33%, and a year-to-date gain of 13.51%.
08:39
Analysis indicates that "dividend kings" such as S&P Global, ABM Industries, and National Fuel Gas are safe investment choices if the market falls by 10%-20%.
The article points out that in the event of a potential 10%-20% market correction, "Dividend King" companies, those that have increased dividends for 50 consecutive years or more, are investment targets worth considering. Among them, S&P Global (SPGI) stands out with a conservative payout ratio of 20%-30% and a strong economic moat; ABM Industries (ABM) has a low payout ratio of 31%, providing a buffer during economic downturns; National Fuel Gas (NFG), as a diversified energy company, has a lower forward P/E ratio among "Dividend Kings" and has received a "Buy" rating and a $107 price target from Bank of America.
08:39
Yahoo Finance Analysis: Micron Technology Stock Has Soared 981% Since Early 2025, Analysts Still Bullish on Future Performance
Yahoo Finance analysis indicates that Micron Technology's (Micron) stock price has surged by 981% since early 2025, primarily driven by the escalating demand for memory fueled by artificial intelligence (AI). Despite recent stock price fluctuations and investor doubts about the sustainability of the memory boom, the analysis suggests that Micron's current valuation remains attractive, with a trailing twelve-month (TTM) price-to-earnings (P/E) ratio of 22x and a forward P/E ratio of 6x. In the last quarter, the company's revenue increased by nearly 4.5 times year-over-year to $41.5 billion, and adjusted earnings per share soared by 13 times to $25.11. Analysts project a median target price of $1600 for Micron within the next 12 months, implying a potential upside of 75%, with almost all analysts giving a "buy" rating. Citrini Research anticipates a global DRAM supply shortage of 28.7 exabytes by 2030, signaling a sustained strong pricing environment that will support Micron's long-term growth.
08:36
Bitcoin’s Wall Street Migration Gets Cheaper, Easier, Bigger
Once conceived as a way to escape the financial system, Bitcoin is increasingly seeing its biggest holders choose to move deeper inside it.
08:36
Silver prices pull back slightly to $68.07 per ounce on Tuesday, holding weekly and monthly gains ahead of key inflation data and Fed speech
Silver September futures opened at $68.96 per ounce on Tuesday, up 0.5% from Monday's close, before falling slightly to $68.07 as of 8:08 a.m. ET. Despite the slight pullback, silver maintains weekly and monthly gains of 5.7% and 17.6% respectively. Investors are anticipating Wednesday's Personal Consumption Expenditures (PCE) Price Index report and Fed Chair Kevin Warsh's speech on Friday at Jackson Hole, with inflation concerns and potential Fed rate hikes remaining a key focus for the precious metal.
08:36
Nvidia (NVDA) stock is on a 7-day losing streak, down about 7%, ahead of its Wednesday earnings report, marking its longest losing streak since 2022.
08:35
Yahoo Finance analysis suggests three tech ETFs, including Roundhill Memory ETF (DRAM) which has gained over 100% since its April debut, could outperform the S&P 500 this year.
The analysis highlights the Roundhill Memory ETF (DRAM), which focuses on memory-chip makers like Samsung, Micron, and SK Hynix. Additionally, the iShares Semiconductor ETF (SOXX), with an annualized 29.6% return over the past five years, and the more diversified Vanguard Information Technology Index Fund (VGT), which returned 24.3% annually over the last decade, are also identified as potential outperformers.
08:35
Dow Futures Rise 0.5% as Treasury Yields Fall; Nvidia, Micron, and Sandisk Rally
08:35
JPMorgan Reiterates Overweight Rating and $240 Price Target on SpaceX, Citing Growing Confidence in Grok's AI Prospects
摩根大通重申对SpaceX的“增持”评级，目标价为240美元，理由是对Grok人工智能前景的信心增强。该行强调SpaceX收购了Cursor，据报道其年经常性收入（ARR）约为40亿美元，其中75%来自企业客户。摩根大通预计Cursor将加强SpaceX的企业AI战略、模型训练数据和Grok性能。
08:35
BMO's financial report shows a significant improvement in the credit health of its transportation sector, with credit loss provisions falling to $15 million.
Bank of Montreal (BMO) on Tuesday reported a significant improvement in the credit health of its transportation division, which primarily lends to the trucking industry, according to its quarterly earnings report. Provisions for credit losses in this division decreased from $41 million in the second quarter to $15 million, the lowest level since the first quarter of 2023. Additionally, total impaired loans fell from $576 million in the previous quarter to $440 million. This improvement is largely attributed to a strengthening freight market. BMO had previously announced plans to sell this transportation division to private equity firm Stonepeak, with the transaction expected to close by year-end.
08:34
Boeing announced on August 10th its plan to sell three of its businesses to Archer Aviation, and upon completion of the transaction, it will hold nearly a 20% stake in Archer.
The businesses Boeing plans to sell include electric vertical takeoff and landing (eVTOL) aircraft manufacturer Wisk, drone maker Insitu, and air traffic software company SkyGrid. As consideration for the transaction, Boeing will receive newly issued shares and warrants from Archer Aviation and has agreed to make a $55 million equity investment in Archer. Additionally, Boeing will retain the right to use Wisk's autonomous flight technology.
08:34
SoundHound AI Q2 revenue increased 45% year-over-year to $61.9 million, raising its FY2026 revenue outlook to $230-260 million.
SoundHound AI announced its Q2 2026 results, with revenue reaching $61.9 million, a 45% year-over-year increase, and GAAP gross margin expanding from 39.0% to 45.1%. GAAP net loss narrowed to $42.82 million, and adjusted EBITDA loss shrank by 33% year-over-year. The company also raised its revenue outlook for fiscal year 2026 to $230 million to $260 million. In contrast, QuantumScape reported zero GAAP revenue in Q2, a net loss of $98.2 million, and its battery commercialization window is not expected to open until 2029. As of the close of trading on August 24, SoundHound AI's stock price was $7.00, down 29.8% year-to-date; QuantumScape's stock price was $5.72, down 45.1% year-to-date.
08:32
OpenAI Product Lead Thibault Sottiaux said that ChatGPT has reached 20 million users, and the world is ready for AI.
OpenAI Product Lead Thibault Sottiaux stated in an interview with TechCrunch that ChatGPT has reached 20 million users. He noted that the company aims to popularize the capabilities of AI agents to a broader user base through products like ChatGPT Work, and believes the world is ready for AI technology. Sottiaux also revealed that OpenAI's mission is to make this technology accessible to everyone and to continuously discover and build new products through iterations of model capabilities (such as GPT 5.6).
08:22
Thoma Bravo Conceded 40 Deal Sweeteners as Debt Talks Heat Up

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