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8/25
09:27
Nuclear energy company Oklo's shares have dropped 44% in 2026. The company has secured a non-binding agreement with data center operator Switch to deploy up to 12 GW of nuclear power through 2044, and an agreement with Meta Platforms to develop a 1.2 GW nuclear power campus in Ohio for its AI data centers. Oklo reported a loss of approximately $48.5 million in the second quarter of 2026, up from $33 million in the first quarter. The company's market capitalization is $8 billion, with trailing 12-month revenue of $1.2 million, primarily from acquired businesses, with no reactor revenue to date. Analysts project annual revenue of about $55 million two fiscal years from now, against a current trailing loss of $153 million. Oklo also faces challenges in securing high-assay low-enriched uranium (HALEU) fuel, which is critical for scaling its reactors.
09:27
Gorilla Technology Group (NASDAQ:GRRR) shares fell 11% to $14.06 in early Tuesday trading after the company reported a near doubling of first-half revenue and raised its full-year revenue guidance to at least $200 million, while setting a 2027 revenue target of $450 million to $500 million, 16% to 29% above the Wall Street consensus of $386.7 million. The decline, which contrasted with rising or flat share prices for comparable companies, was primarily attributed to the company's adjusted loss per share of $0.58 and adjusted EBITDA loss of $14.6 million in the first half, as well as the reliance of its 2027 growth path on the timely completion of infrastructure projects in Indonesia, Batam, and Thailand.
09:27
A fire broke out at the Afipsky oil refinery in Russia’s Krasnodar region following a drone attack, which local authorities attributed to Ukraine. At least two people were killed and two others injured by falling drone debris at the Afipsky railway station. Ukraine’s General Staff confirmed its forces struck facilities at Afipsky, and also hit a gas processing plant in Russia’s Astrakhan region overnight. This comes as Ukraine has ramped up attacks on Russian energy infrastructure in recent months, escalating a fuel crisis in Russia. Russian President Vladimir Putin on Monday signed a decree allowing the state to temporarily control critical infrastructure found to be inadequately protected from attack.
09:27
Israeli forces raided the Qalandiya Training Centre, a key facility operated by the United Nations Relief and Work Agency for Palestinian Refugees (UNRWA), on Tuesday. National Security Minister Itamar Ben-Gvir participated, stating there is "no place for the agency in Jerusalem and Israel." The Israeli Foreign Ministry announced plans to convert the site into an educational and community complex, claiming UNRWA lacked legal ownership and citing October 2024 legislation banning the agency's activities. UNRWA rejects these claims, asserting the centre is a UN facility protected under international law. The centre provides vital services to 16,000 Palestinian refugees.
09:22
Vipshop (VIPS) Q2 net revenue decreased by 4.3% year-over-year to RMB 24.7 billion, but net profit surged by 189% to RMB 4.3 billion, driven by a one-time investment gain. The company's operating profit for the second quarter fell to RMB 1.5 billion, and it expects full-year revenue to be slightly below 2025 levels. Vipshop stated that it will prioritize profitability, customer retention, and capital returns over aggressive promotions, and announced a $1 billion share repurchase program.
09:22
Analysis suggests that Salesforce's current P/E ratio is 24x, which is below the S&P 500 average and down from over 40x less than a year ago. In Q1 FY2027, the company's revenue increased by 13% year-over-year, and net profit grew by 37% year-over-year. CEO Marc Benioff views agentic AI as the company's biggest growth opportunity, with its AgentForce product having surpassed $1 billion in annualized recurring revenue. Combined with Data 360, the annualized recurring revenue reached $3.4 billion, a year-over-year increase of over 200%. The company expects Q2 FY2027 revenue to grow by 10% to 11% year-over-year.
09:22
Norway's energy major Equinor hopes to make a "pretty big" oil discovery offshore Namibia, a global exploration hotspot it has just entered, a senior company official said on Tuesday. Equinor believes its Petroleum Exploration License 90 (PEL 90) in the Orange Basin could yield a significant find, similar to those made by TotalEnergies and Galp in recent years. The company entered the Namibian exploration rush a week ago by acquiring a 17.4% participating interest in PEL 90 from a Chevron subsidiary.
09:10
Canada will announce a series of measures to protect its workers and businesses from the 50% U.S. tariffs.
09:06
CoinDesk published an article analyzing that after the transitional period of the European Union's Markets in Crypto-Assets (MiCA) regulation ends, the Polish crypto industry's economic ambitions have been thwarted due to its failure to establish a domestic framework supporting MiCA, a result of domestic political gridlock. The Polish Ministry of Finance confirmed on July 1 that existing virtual currency registrations no longer constitute a legal basis for operation, and only entities holding MiCA authorization can provide crypto services. Currently, Germany, France, and the Netherlands have issued 57, 26, and 26 MiCA licenses, respectively, while Poland, Greece, Hungary, and Romania have collectively issued zero. This has led to the closure of a large number of crypto businesses in Poland, with founders and investments flowing to other EU countries. Approximately 9.4 billion euros in digital assets held by Polish investors also face the risk of reallocation.
09:06
Blockchain intelligence firm Chainalysis organized a multi-day global sting operation, dubbed "Operation Lighthouse," in collaboration with crypto exchanges Binance and Coinbase, as well as law enforcement agencies including Europol, the Australian Federal Police, the Royal Canadian Mounted Police, and the UK’s National Crime Agency. The operation investigated networks involved in child sex abuse materials, examining over 29,000 cryptocurrency addresses and digital identifiers across more than 100 forums, leading to over 14,000 investigative leads for further action. Suspects were identified in 125 different countries.
09:04
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
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
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 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
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%.
09:01
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
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.
08:58
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
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.
08:53
Grayscale on Tuesday morning launched the first ETF to offer direct exposure to Zcash (ZEC), the privacy-focused cryptocurrency.
08:45
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 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
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%.

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