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8/25
14:05
Dawning Information Industry Co., Ltd.'s net profit increased by 33.31% year-on-year to 971 million yuan in the first half of the year, with a quarter-on-quarter jump of 226% in the second quarter.
Sugon disclosed its semi-annual report on August 25, 2026, achieving revenue of 7.466 billion yuan in the first half of the year, a year-on-year increase of 27.62%. Among this, the net profit for the second quarter alone was approximately 744 million yuan, an increase of about 226% quarter-on-quarter compared to 228 million yuan in the first quarter, mainly due to the concentrated delivery and revenue recognition of AI server orders. The company's profit growth was primarily driven by its recurring main business. Its associate, Hygon Information, saw a 49.67% year-on-year increase in net profit in the first half of the year, contributing 504 million yuan in investment income to Sugon under the equity method, becoming the core engine for the growth of its net profit attributable to the parent company.
14:05
NVIDIA Launches Entry-Level Robotics Computing Platform Jetson Orin Nano 2, Delivering 2x Inference Performance and 40% Lower Power Consumption Compared to Previous Generation
NVIDIA announced the platform on Tuesday ET, aiming to extend AI capabilities from data centers to cost-sensitive, power-sensitive, and real-time computing-sensitive edge AI applications such as robots and drones. The Jetson Orin Nano 2 is equipped with an 8-core processor, 8GB of memory, and an AI hashrate of 78 trillion operations per second. It is compatible with NVIDIA's software ecosystem for robotics and edge AI, capable of running large language models and visual language models. The new product is expected to be available in the first half of 2027.
14:04
IMF Chief Urges Governments to Tackle Rising Fiscal Risks and Central Banks to Stay Focused on Inflation
International Monetary Fund (IMF) Managing Director Kristalina Georgieva stated that all countries need to address their fiscal problems and formulate credible plans to ensure their debt and deficits are on a sustainable path. She emphasized that central banks must remain laser-focused on their price stability mandates.
14:03
Four of 12 Fed Banks Voted to Increase Discount Rate in July, Fed Minutes Show
14:01
IMF Warns Oil Price Gains, Rising Debt, and Stalled Disinflation Threaten Global Outlook
IMF chief Kristalina Georgieva stated that while the global economy has weathered the Iran energy shock better than feared, aided by AI investment and increased non-Gulf energy supply, renewed oil price increases could fuel inflation and force central banks to maintain restrictive policies. The IMF also highlighted rising bond yields, mounting debt, and stalled disinflation as key risks, urging governments to adopt credible fiscal plans.
14:00
RGA Investment Advisors: Adobe is more resilient in the age of AI, with attractive valuation and potential to become a key layer in AI workflows.
RGA Investment Advisors, in its Q2 2026 investor letter, noted that despite market concerns about Adobe (Nasdaq: ADBE) facing competition and being perceived as an "AI loser," the company is far more resilient than market fears suggest. The firm believes that many of Adobe's products remain irreplaceable in the AI era, and with its advantages in data and context, it is poised to become a critical layer for building AI workflows. Currently, Adobe's P/E ratio is below 10x, its free cash flow yield exceeds 10%, and its growth rate is still around 10%. The company is utilizing its healthy balance sheet and strong free cash flow to repurchase shares.
13:56
RGA Investment Advisors disclosed in its Q2 investor letter that it bought GitLab (GTLB) shares, optimistic about its AI-driven growth potential.
RGA Investment Advisors disclosed in its Q2 2026 investor letter that it has purchased shares of the software company GitLab (Nasdaq:GTLB). The firm believes that AI is undoubtedly driving demand for GitLab's products, and while its traditional per-seat pricing model faces challenges, AI-related revenue is expected to grow significantly. RGA Investment Advisors noted that GitLab's valuation is attractive, with an enterprise value/sales ratio below 4x, an enterprise value/EBITDA ratio of approximately 20x, a free cash flow yield exceeding 5%, and revenue growth still in the high teens.
13:56
IEA forecasts Japan's wholesale power prices to surge nearly 40% in H2 2026 on higher LNG costs
The International Energy Agency attributes the projected increase to higher liquefied natural gas prices, which are influenced by the turmoil in the Middle East.
13:55
Bilbel Capital Sold CareCloud (CCLD) Shares, Citing More Attractive Opportunities Despite Believing CCLD Undervalued
Bilbel Capital, an investment management company, disclosed in its Q2 2026 investor letter that it sold most of its CareCloud (CCLD) shares. The firm stated that while it believes CareCloud is undervalued, it found other companies that are even more undervalued. CareCloud's Q1 2026 revenue was 15% lower year-over-year (including acquisitions), and 5.6% lower without acquisitions, attributed to "structural churn." The firm's strategy returned -15.7% gross and -16.1% net in the first half of 2026, compared to a 10.2% return for the S&P 500 Index. CareCloud (NASDAQ:CCLD) closed at $2.50 per share on August 24, 2026, with a market capitalization of $106.24 million.
13:54
RXO Reports: U.S. Truckload Spot Rate Index Continues to Soar in Q3, Up 43% Year-Over-Year
Freight brokerage RXO said on Tuesday that its truckload spot rate index recorded its largest quarter-over-quarter increase in five years in the second quarter and continued to rise in the third quarter. The report showed that the index rose 32.4% year-over-year in the second quarter, higher than the 16.5% in the first quarter; as of now, it has risen 43% year-over-year in the third quarter. RXO executives noted that shippers' routing guides are facing "increasing pressure" as spot rates continue to outperform contract rates, and this trend is accelerating as peak season approaches. Meanwhile, increased regulatory enforcement and years of poor carrier economics have led to a continuous loss of capacity, tightening market supply, and an inflationary rate environment is expected to persist.
13:53
Spain requests emergency funding from the EU over Ceuta migrants after some 70,000 people surged into the North African enclave, with the European Commission assessing the request.
Spain has formally requested emergency funding from the European Union to address the migration situation in its North African enclave of Ceuta, weeks after tens of thousands of people surged across the border from Morocco. The European Commission stated on Tuesday that it is closely monitoring the situation and is “fully engaged at all levels” to ensure the security of the EU’s external borders. The request was received on Monday, and the Commission is now assessing it as a priority to make a swift decision. Spain's cabinet also approved on Tuesday the creation of a “single command” for Ceuta to accelerate the return of migrants, while respecting Spanish law and human rights.
13:45
The latest polls show that most American Democrats oppose aid to Israel in key primary states for 2028, and most respondents believe Israel is committing genocide in Gaza.
The survey, conducted by YouGov for the Institute for Middle East Understanding (IMEU) policy project, a think tank supporting Palestinian human rights, found that a majority of Democratic voters in six key primary states—South Carolina, Nevada, New Hampshire, New Mexico, Michigan, and Virginia—oppose aid and weapons to Israel. Among these, 80% of respondents in Michigan believe Israel is committing genocide in Gaza, and 52% of respondents in South Carolina oppose selling weapons to Israel.
13:44
Canadian Pacific Kansas City (CP) reaffirms its goal to reduce locomotive emissions by 36.9% by 2030.
Investment management firm Sustainable Growth Advisers (SGA) disclosed in its Q2 2026 investor letter that Canadian Pacific Kansas City (CP) reaffirmed its existing goal to reduce locomotive "well-to-wheel" emissions intensity by 36.9% by 2030. SGA learned during discussions with CP management about their climate strategy that the company has postponed setting a Science Based Targets initiative (SBTi) validated 1.5°C emissions reduction target because SBTi has not yet finalized its intensity-based methodology for the freight rail industry. CP emphasized that it will continue to invest in locomotive fleet modernization, hydrogen-powered locomotive projects, and renewable fuel trials, and will continue to collaborate with SBTi.
13:44
Charles Schwab U.S. Dividend Equity ETF (SCHD) attracted $679 million in inflows over five trading days, with its stock price rising by 2.39%.
The ETF's share price rose by 2.39%, reflecting a trend of capital shifting from growth stocks to defensive dividend-paying stocks. Merck's personalized mRNA cancer vaccine, developed in collaboration with Moderna, reaching its primary endpoint in clinical trials, and Abbott Laboratories' settlement of infant formula lawsuits, provided positive catalysts for SCHD's major holdings. Furthermore, SCHD has risen approximately 30.11% year-to-date, outperforming the S&P 500 by about 18 percentage points. However, its future trajectory still depends on whether the Federal Reserve maintains interest rates, whether inflation ceases to accelerate, and whether technology stocks regain dominance.
13:43
Richtech Robotics Stock Surges 17% After Announcing $12 Million Share Buyback Plan
Richtech Robotics (NASDAQ: RR) shares soared 17% by 12:45 p.m. ET on Tuesday after the company revealed plans to repurchase $12 million worth of its stock. The Las Vegas-based robotics company's stock had fallen 35% in the first half of this year, which it views as an opportunity to buy back shares at a lower price.
13:43
Nebius Group (NBIS) stock jumps 4% to $218.47, snapping six-session slide after closing $5.75B convertible debt offering
The AI infrastructure company's stock rose on Tuesday after it announced the closing of a private offering of convertible senior notes, raising approximately $5.75 billion. This amount exceeded its initial $4.5 billion target, which had been raised to $5 billion last week, signaling strong institutional demand. The proceeds will fund data center construction, AI cloud investments, GPU procurement, and other corporate purposes. Nebius also entered exchange agreements to swap $800 million of older convertible notes for approximately 15.8 million Class A ordinary shares.
13:39
Nasdaq Rises, Oil Prices Fall, Storage Chip Stocks Rebound; Market Focuses on AI Sector Ahead of NVIDIA Earnings
The Nasdaq Composite rose 0.56%, the S&P 500 gained 0.27%, and the Dow Jones Industrial Average was up 0.22% on Tuesday afternoon ET. Storage chip stocks rebounded from the previous day's decline, with NVIDIA up 1.6%, Micron Technology up 2%, and SK Hynix up 2.4%. Meanwhile, the United States Oil Fund (USO) fell 3.4% after President Donald Trump stated that the Navy had cleared mines from the Strait of Hormuz, easing market concerns about supply. Gold and Bitcoin have also seen recent gains, with Bitcoin hitting $80,000 in early trading on Tuesday, as investors, worried about government debt and a weakening dollar, turned to hard assets.
13:37
CME Group Announces First Trade of U.S. Zinc Futures, Executed by Glencore and Trafigura on August 20 for September Delivery
CME Group announced on August 25 that the first trades of its U.S. Zinc Futures contracts were executed on CME Globex on August 20 by Glencore and Trafigura for September delivery. CME Group had updated its Zinc contract to U.S. duty-paid in March 2026 to address client demand for managing U.S. pricing dynamics amid geopolitical fragmentation.
13:28
Borr Drilling director Tor Olav Troim increased his holdings by 200,000 shares of the company's stock on August 25, valued at approximately $874,000.
According to a U.S. Securities and Exchange Commission (SEC) filing, Borr Drilling (NYSE:BORR) director Tor Olav Troim purchased 200,000 shares of the company's stock through a trust on August 25 at a weighted average price of $4.37 per share, for a total transaction value of approximately $874,000. Days prior, the director had also increased his holdings by over $2 million worth of company stock. Following this latest increase, Troim's total beneficial ownership reached approximately 29.5 million shares.
13:28
Nomad Foods (NYSE:NOMD) CFO Ruben Baldew purchased 28,290 shares of the company's stock on August 19 at a price of $11.85 per share.
The purchase increased Baldew's direct equity holding by 8%, bringing his total direct shareholding to 367,172 shares. Previously, Baldew had also increased his stake in the company during the first quarter and in June of this year.
13:27
Salesforce CEO Benioff Says Enterprise AI Adoption Is Still Just Beginning
Salesforce Chairman and CEO Marc Benioff stated at The Six Five Summit: AI Unleashed 2026 that enterprise adoption of artificial intelligence remains in its early stages, despite rapid advances in consumer-facing tools. He noted that many large companies have yet to begin a broad AI transformation, prioritizing security, governance, compliance, and control over their information systems. Benioff described the evolution of enterprise AI from prompts to agents and now dynamic interfaces, which combine existing systems with probabilistic AI, allowing businesses to build on rather than replace prior technology investments. Salesforce is expanding AI through agents like customer-support and supply-chain tools, emphasizing that success will be measured by customer and operational outcomes.
13:23
Data Center Deals Propel July Commercial Real Estate Sales Volume to $74.4B, Highest Since 2005
According to MSCI's monthly Capital Trends report, July commercial real estate transaction volume reached its highest level since 2005, totaling $74.4 billion. Data center deals, including BlackRock's acquisition of Aligned Data Centers, accounted for $33.8 billion of that total, driving a 78% year-over-year increase in overall volume. Excluding data centers, the volume was up just 1%.
13:22
Billionaire investors such as Buffett, Ackman, and Druckenmiller bought Google stock in Q2 FY2026, with Google's Q2 revenue of $119.8 billion exceeding expectations.
Google (Alphabet) reported revenue of $119.8 billion in Q2 FY2026, a 24.23% year-over-year increase, with adjusted earnings per share (EPS) reaching $9.11, significantly exceeding market expectations of $3.04. Google Cloud revenue grew by 82% to $24.8 billion, with a backlog of orders totaling $514 billion. Against this backdrop, several billionaire investors, including Warren Buffett, Bill Ackman, and Stanley Druckenmiller, purchased Google stock during the quarter.
13:16
Waymo to launch driverless rides in Germany in 2027, marking its third market outside the U.S.
Alphabet's Waymo announced plans to roll out robotaxi rides in Germany in 2027, making it the company's third international market and first in the EU. Waymo will begin phased testing in Munich over the next few weeks, with a public launch planned for the end of next year. The company aims to build high-definition street maps, train autonomous specialists, and adapt its software to Munich's distinct driving conditions. Waymo currently operates in 11 U.S. cities and has previously announced expansions into London and Tokyo.
13:16
JLL: Commercial Real Estate Investor Competition Sees Strongest Growth in a Year, Driven by Rising Liquidity
According to JLL's quarterly bidding and credit indexes released on Tuesday, bidding for commercial properties in July posted its strongest monthly improvement in a year, with the second highest count of unique bidders in the index's five-year history. Competition among lenders also significantly surpassed previous record highs. JLL noted that despite ongoing macro uncertainty, the weight of active capital in the market is counteracting volatility, with credit flowing more freely from various sources. Investors are specifically favoring retail and industrial sectors, while multifamily remains the weakest segment for bidding and credit activity. JLL believes there are no major warning signs for overall CRE competition, expecting gradual rather than explosive growth.
13:11
Business travel software firm Navan (NAVN) raised its revenue outlook in its latest earnings report after a strong quarter, with its booking engine connecting to leading AI platforms.
13:11
Analysis indicates that Western Digital (WDC) has a more attractive valuation among data storage stocks, while Seagate Technology (STX) has seen higher stock price gains this year.
Yahoo Finance analysis points out that Western Digital (WDC) and Seagate Technology (STX), as key hardware suppliers for AI infrastructure, have both significantly outperformed the S&P 500 index this year. Seagate Technology's stock price has risen by 575% year-to-date, while Western Digital's has increased by 287%.

In their recent Q4 FY2026 earnings reports, Western Digital's revenue grew by 44% year-over-year with a gross margin of 54.1%; Seagate Technology reported revenue of $3.6 billion, a 48% year-over-year increase, with a gross margin of 52.3%. Both companies expect Q1 FY2027 revenue to be approximately $4.1 billion. Analysts believe that although Seagate Technology's revenue growth is slightly higher, Western Digital currently has a forward P/E ratio of 22x, which is lower than Seagate Technology's 24x, making its valuation more attractive.
13:07
HHS Plans to Establish New FDA Deputy Commissioner Roles for Technology and Drugs
The U.S. Department of Health and Human Services (HHS) plans to create two new deputy commissioner roles at the Food and Drug Administration (FDA), according to sources. One position will focus on technology, specifically the intersection of health and artificial intelligence, while the other will be for drugs. These new leaders would report to President Donald Trump's pick for FDA commissioner, Heidi Overton, who still requires Senate confirmation. Jared Seehafer is reportedly the leading candidate for the technology role. The technology deputy commissioner would oversee both the agency's internal use of AI and its review of AI-enabled medical products. The move comes as the FDA faces scrutiny over its handling of foodborne outbreaks and new drug approvals, and has increasingly turned to AI for internal operations and regulating AI-enabled medical devices.
13:07
Gold's rally stalls at key technical resistance, with analysts expecting a September consolidation before buying opportunities emerge.
SPDR Gold Shares (GLD) lost upward momentum on Monday after hitting a key technical resistance level of $430, opening lower on Tuesday with technical indicators showing overbought conditions. Mark Newton, head of global technical strategy at Fundstrat, stated that gold and cryptocurrencies might experience consolidation in September, after which it would be a good time to buy the dip. Phil Streible, chief market strategist at Blue Line Futures, also noted that gold prices typically pause their ascent in early September but then tend to resume their rally from October through the end of the year.
13:06
USDC on-chain issuance increased by 96.6 million (approximately $96.6 million).
On-chain data shows a single issuance of 96.6 million USDC from the USDC contract, with transaction hash 0xbababe31ba72d925610f1713b7efd252b365859801f0ec0b27892fa517720252.

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