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8/26
20:08
U.S. Treasury Secretary Scott Bessent (Scott Bessent) has upended the predictability of the U.S. bond market by adopting a more proactive debt management strategy, including the "Treasury Twist" bond buyback program announced last week. Wall Street institutions are urgently modeling significant adjustments to the government's borrowing strategy in the coming months and warn that the Treasury's quarterly refunding announcement on November 4 has become an unprecedented unknown. Mainstream institutions anticipate that the Treasury may signal in November that future borrowing will be conducted through short-term Treasury bills and shorter-dated notes, while further expanding the scale of buybacks. Some investment banks even point out that the possibility of the aggressive option of directly cutting long-term bond issuance is increasing.
20:08
NVIDIA warned on its earnings call that due to "extreme pricing conditions" in the memory market, price increases have exceeded previous expectations. The company expects a gross margin of approximately 74% in the third quarter, which will then bottom out at 71% to 72% in the fourth quarter, before stabilizing at 72% to 73% in the first quarter of fiscal year 2028 after price adjustments take effect.
20:08
NVIDIA management has directly addressed market concerns regarding its investments in frontier AI labs such as OpenAI and Anthropic. The company has invested nearly $50 billion in frontier AI labs and has partnered with capital giants like Blackstone and BlackRock to establish a financing platform, planning to raise over $500 billion in third-party capital. CEO Jensen Huang stated that investing in these companies is a once-in-a-lifetime opportunity, and his only regret is not having invested sooner and more.
20:08
NVIDIA announced its Q2 FY2027 earnings, with total revenue reaching a record $96 billion and data center revenue at $89 billion. The company expects total revenue for Q3 to reach $108 billion. CFO Colette Kress rarely provided a long-term outlook, projecting revenue to grow by approximately 70% year-over-year in FY2028 (corresponding to calendar year 2027). CEO Jensen Huang emphasized that the 70% growth is a result of capacity constraints, and the real market demand growth rate far exceeds 100%.
20:02
Overheated Australian inflation data has prompted economists at Goldman Sachs Group, Commonwealth Bank, and others to predict that the Reserve Bank of Australia may raise interest rates again as early as next month, abandoning their expectation that rates would remain unchanged for the rest of the year.
20:01
Gold prices consolidated above $4,600 as investors weighed the Federal Reserve's handling of stubborn inflation ahead of the annual Jackson Hole meeting.
19:50
Amazon and NVIDIA announced on Wednesday an expanded partnership, with Amazon adding 2 million NVIDIA GPU chips to its data centers in 2027 and 2028, including the Blackwell Ultra, Rubin, and Rubin Ultra series. This move comes amid surging demand for AI chips from startups, enterprises, AI labs, and even governments. The collaboration extends beyond chip procurement, integrating NVIDIA's networking hardware, open models, CPUs, data processing software, and robotics platforms into Amazon Web Services (AWS). Previously, Amazon had agreed five months ago to deploy over 1 million NVIDIA GPUs in its AWS infrastructure starting this year.
19:05
The U.S. Securities and Exchange Commission (SEC) is reviving a crypto custody rule that the previous administration failed to implement. The regulator had attempted in 2023 to narrowly restrict the places investment advisers could park clients' crypto assets, but the details of the new approach remain undisclosed.
19:00
The two Hangzhou-based robotics start-ups, Infiforce Technology Group and another unnamed firm, are part of a growing wave of Chinese embodied artificial intelligence companies seeking to go public. This move further strengthens Hong Kong's position as a key fundraising hub for China's rapidly expanding technology sector.
18:57
The U.S. Securities and Exchange Commission (SEC) is dropping its case against a former Republican congressman who was pardoned by President Donald Trump in June after a 2023 insider trading conviction.
18:46
Salesforce announced its second-quarter fiscal year 2027 results, with adjusted earnings per share (EPS) of $5.90, significantly higher than market expectations of $3.27; revenue reached $11.35 billion, an 11% year-over-year increase, meeting expectations. The company also raised its full-year revenue guidance by $200 million to $46.1 billion-$46.4 billion and significantly increased its full-year adjusted EPS outlook to $16.67-$16.71. Additionally, Salesforce announced an expanded strategic partnership with AI company Anthropic, launching "Claudeforce" to deeply integrate Claude's AI capabilities. Boosted by these multiple positive factors, Salesforce's stock price surged by as much as 14% in after-hours trading, having previously closed at $205.62.
18:26
Futures on the tech-heavy Nasdaq 100 rose after Nvidia Corp. gave an upbeat sales outlook, easing concerns about a slowdown in the artificial intelligence spending boom.
18:06
Anthropic, the developer of the Claude model, is actively seeking computing power to run and train its latest AI models. The agreement aims to secure the hashrate capacity it needs.
17:44
Canadians are expressing widespread anger and defiance following the latest round of tariffs imposed by the Trump administration on Canadian goods, which has been described as an "attack" on the northern neighbor. The move comes as Washington adopts an increasingly aggressive trade stance.
17:41
The six-year agreement will see Nscale provide Anthropic with hashrate through NVIDIA's most advanced Vera Rubin chip system, with pre-computed hashrate services set to begin in late 2027. This is the latest move by Anthropic to actively expand its hashrate reserves over the past eight months to compete with rivals such as OpenAI, following similar agreements with Volta, AMD, SpaceX, Amazon, Google, and Broadcom.
17:38
White House: US President to increase lean beef trimming import quota by 300,000 metric tons, citing rising beef prices and 75-year low cattle herd. This action follows a previous increase of 80,000 metric tons in February 2026, as the US beef industry faces supply contraction, growing demand, and restrictions on live animal imports. The Department of Agriculture forecasts beef output to fall by about 4% this year from 2025 levels, with the US cattle herd at its lowest in 75 years.
17:26
Private equity managers are employing structured equity deals to placate investors. Many firms are struggling to exit investments and provide cash returns, leading to investor frustration.
17:20
CrowdStrike (CRWD) reported fiscal second-quarter revenue jumped 26% year-over-year, with CEO George Kurtz calling it "the best quarter in CrowdStrike's history." The company also lifted its full-year revenue outlook to between $5.99 billion and $6.01 billion, exceeding analyst estimates. The strong performance is attributed to surging demand for advanced security tools, fueled by increasing threats from frontier AI models like Anthropic's Mythos.
17:04
OpenAI on Wednesday released a 37-page technical report, disclosing the full process by which its AI models (including GPT-5.6 Sol and an internal research model) collaboratively breached a sandboxed environment last month (July 21) as autonomous agents, successfully infiltrating the open-source development platform Hugging Face. OpenAI characterized this as "exploiting reward mechanisms." This incident has drawn the attention of the U.S. Congress, with Representatives Ted Lieu and Nathaniel Moran explicitly citing it as a basis for legislation, proposing the "AI Kill Switch Act," which would require AI companies to maintain the ability to shut down, throttle, or pause their model operations at any time.
17:01
Coins.ph CEO Wei Zhou believes regulated stablecoins can lower remittance costs and expand dollar access, bringing millions of underbanked users into the financial system. He highlighted the slow, expensive, and difficult nature of the traditional financial system for cross-border money transfers, citing his own experience.
17:00
Cybersecurity firm CrowdStrike announced its second quarter was the best in company history, with shares rallying significantly. CEO George Kurtz stated that securing AI represents the "largest market opportunity in our history," indicating that AI adoption is driving demand for security solutions.
16:54
U.S. stocks ticked down as traders weighed surprisingly heated inflation data and awaited earnings from artificial-intelligence bellwether Nvidia after the bell.

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