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8/27
09:37
Aurora Mobile (JG) Q2 2026 revenue increased by 13% year-over-year to RMB 101.2 million, with SaaS business revenue exceeding RMB 100 million, and EngageLabs ARR reaching $14.6 million, a 170% year-over-year increase.
Aurora's total revenue for the second quarter reached RMB 101.2 million, with SaaS business revenue exceeding RMB 100 million for the first time. The Annual Recurring Revenue (ARR) of EngageLabs, the global flagship product, reached a record $14.6 million in June 2026, a year-on-year increase of 170%. The company has achieved GAAP net profit for the fifth consecutive quarter and recorded a net cash inflow of RMB 23.3 million.
09:36
France's CAC40 index fell 1.5% today to 8,335.17.
09:35
Russia warns it could target UK military installations in response to Kyiv firing British missiles into Russia
Russian Foreign Ministry spokeswoman Maria Zakharova stated on Thursday that any British military installations and equipment in Ukraine and beyond its borders could be targeted if Ukraine continues to use UK-made long-range cruise missiles against Russian territory. She added that London was "one step away" from becoming legally complicit in "terrorism" against Russian civilians, warning of "catastrophic consequences." The warning follows Moscow's accusation that Ukraine used British Storm Shadow missiles to attack a shopping centre in Russian-controlled Donetsk a day prior, an incident that reportedly wounded civilians. This diplomatic warning coincides with a new wave of Russian missile and drone attacks across Ukraine, targeting infrastructure and causing casualties.
09:33
AI chip company Netlist's stock price has quintupled this year, with Q2 revenue up 163% YoY to $109.8 million, and a patent licensing agreement reached with Samsung.
Netlist's stock price has surged over fivefold year-to-date, with Q2 revenue reaching $109.8 million, a 163% increase year-over-year. The company turned a profit of $1.4 million, compared to a $6.1 million loss in the same period last year. Netlist recently made significant progress in patent litigation, reaching a five-year patent licensing agreement with Samsung. Under the agreement, Netlist will receive a $239 million upfront payment and quarterly royalties of up to $32.9 million until 2031. Additionally, Netlist has filed new patent infringement lawsuits against Micron, Supermicro, Hewlett Packard Enterprise, and Lenovo, and has named Alphabet, NVIDIA, and Broadcom.
09:32
Ripple's RLUSD stablecoin crosses $2 billion, with nearly half issued on XRP Ledger
Ripple recently announced its RLUSD stablecoin reached approximately $2.02 billion as of August 25, marking an eightfold growth since April 2025. Nearly half of this total, about $962.8 million, is issued on the XRP Ledger, while $1.05 billion is on Ethereum. The RLUSD-XRP trading pair handled around $900 million in the six months to late June, accounting for close to 90% of all RLUSD trading on the XRP Ledger. However, this monthly volume of about $150 million is small compared to XRP's daily trading volume of $12.7 billion. Ripple's proposed lending protocol, requiring 80% validator approval for two consecutive weeks, aims to allow XRP holders to earn interest, providing a reason to hold the token.
09:31
Chicago wheat futures surged to $7.55 per bushel, reaching a new high since July 2023, due to disruptions in Black Sea grain exports.
Chicago wheat futures closed at $7.55 per bushel on Thursday, up 0.9%, marking their highest closing price since July 2023 and poised for their largest monthly gain since Russia's full-scale invasion of Ukraine in February 2022. The immediate trigger for this rally was Ukrainian President Zelenskyy's statement last Saturday that Russia rejected a ceasefire proposal to stop attacks on Black Sea grain vessels, leading to a continuous escalation of mutual strikes targeting grain ships and export ports in the Black Sea region, bringing grain exports to a standstill. Market participants warn that global food supply faces an unprecedented shock, and alternative routes will struggle to compensate for the lost throughput capacity.
09:30
NVIDIA rose 6% today, now trading at $222.247
09:28
Musk, Altman, and Huang to Headline G20 Tech Talks on AI Regulation Next Week
Elon Musk, Sam Altman, Jensen Huang, and David Sacks are scheduled to speak at a G20 technology meeting in North Carolina next week. The discussions will focus on AI regulation and innovation, with US officials advocating for the “Carolina Principles,” a lighter-touch regulatory framework that aims to discourage the creation of new oversight bodies. This proposal may be considered by G20 leaders in December.
09:26
Goldman Sachs analysis indicates that gold remains a "niche asset" in Western investors' portfolios, estimating that a 0.01% increase in gold's allocation in US portfolios would lead to a 1.4% rise in gold prices.
Goldman Sachs Group analysis indicates that despite the gold market's large size, its low allocation in Western investors' portfolios makes gold prices highly sensitive to capital inflows. The bank estimates that for every 0.01 percentage point increase in gold's allocation within US portfolios, the price of gold rises by approximately 1.4%. JPMorgan Chase's May 2025 calculations also confirm the market's high sensitivity: if foreign investors shift 0.5% of their US asset holdings into gold, it could drive an annual increase of about 18% in gold prices. Analysts believe that the gold market's substantial trading volume is primarily composed of high-frequency trading, with limited true liquidity. This makes it difficult to absorb large-scale capital transfers without triggering significant price increases, which in turn constitutes an inherent upward driver for gold prices.
09:24
Bitcoin opened at $79,026.75, up 0.6% from Wednesday, and Ethereum opened at $12,506.74, up 2.6%
As of 8:50 a.m. ET on Thursday, August 27, Bitcoin's price moved up to $79,317.69. Ethereum's price, however, moved down to $2,499.05 at the same time. Bitcoin's opening price marked its highest level since early June, while Ethereum's opening was its highest since January 31 (excluding August 22).
09:22
Alluvial Fund stated in its Q2 2026 investor letter that turbocharger manufacturer Garrett Motion (GTX) has seen a significant increase in its stock price, but its valuation remains reasonable.
The fund noted that 2026 is a "watershed year" for Garrett Motion, as investors begin to recognize the applications of its turbochargers beyond the automotive industry, including data centers and utilities, to improve energy efficiency and output. Garrett Motion's stock price has risen 108.64% over the past 52 weeks, but the fund stated it would closely monitor the situation and would not hesitate to sell if the stock price no longer offered attractive future returns due to excessive optimism. As of August 26, Garrett Motion's stock closed at $18.11, with a market capitalization of $3.46 billion.
09:22
Weak Asian oil imports challenge US claims of surge in Hormuz transits
Data compiled by commodity analysts Kpler indicates Asia is expected to import 23.12 million barrels per day (bpd) of crude oil this month, slightly down from 23.36 million bpd in July. This contradicts claims by U.S. Energy Secretary Chris Wright in mid-August that Middle East oil exports had rebounded to 15 million bpd, sometimes exceeding pre-war levels of 20 million bpd. Ship-tracking data at the time showed flows out of the Strait of Hormuz were, at best, half the volume cited by Wright. Asia's crude oil imports from the Middle East remain over 4 million bpd lower compared to the average of 15.82 million bpd in the three months before the Iran war started.
09:22
Canadian Imperial Bank of Commerce reported a 26 percent increase in adjusted earnings per share to C$2.73 in the third quarter, with revenue rising 15 percent to C$8 billion.
加拿大帝国商业银行（CIBC）公布2026财年第三季度业绩，调整后每股收益（EPS）同比增长26%至C$2.73，调整后净收入达到C$26亿，营收增长15%至C$80亿。该行已连续12个季度实现正经营杠杆。业绩表现广泛，涵盖加拿大和美国银行业务、财富管理和资本市场，调整后股本回报率提升至16.8%。管理层对信贷和宏观经济前景保持谨慎，尽管贸易紧张局势和地缘政治风险导致不良贷款拨备增加，但CIBC表示投资组合状况保持弹性，预计不良贷款率在财年末将保持在当前水平附近。
09:21
Gaotu Techedu's Q2 2026 revenue increased by 20.2% year-over-year to nearly 1.7 billion yuan, with non-GAAP net loss narrowing by 37.6%.
Gaotu Techedu (NYSE: GOTU) announced its Q2 2026 financial results, with revenue increasing by 20.2% year-over-year to nearly RMB 1.7 billion. Gross profit rose by 21.2%, and the gross margin reached 66.5%. Non-GAAP net loss narrowed by 37.6% year-over-year to RMB 129.1 million, while operating cash inflow grew by 46.3% to RMB 861.2 million. Company management emphasized selective expansion and AI-driven efficiency, with strong growth observed in non-academic tutoring, online one-on-one tutoring, and adult learning programs. As of August 26, Gaotu had repurchased nearly 36.7 million American Depositary Shares.
09:21
Delivery Hero raises 2026 outlook, now expects 9%-11% GMV growth and adjusted EBITDA of €960M-€1B, following strong H1 performance and accelerated Q2 GMV growth
Delivery Hero also reported that its second-quarter GMV growth accelerated to 11.3% like-for-like. The company's "Everyday App" strategy is gaining traction, with Quick Commerce GMV up 32% and subscriptions representing 47% of group GMV. Additionally, Uber's proposed €41.50-per-share takeover has board support, and Delivery Hero plans to sell operations in 14 countries for about €1.4 billion.
09:20
Lookonchain: Trader 0xedcd, who previously made over $11M from an ETH long, just opened a 20x long on 100,000 SOL ($10.45M)
09:20
Oil flows through Strait of Hormuz rise as Middle East producers boost exports, helping to keep crude prices in check
09:10
NVIDIA's first CPU built for agents, Vera, is now shipping
NVIDIA Vice President of Hyperscale and HPC Ian Buck is hand-delivering Vera CPU systems across the AI ecosystem as the product begins shipping at scale.
09:08
Moonwell investigates Base lending market issue after security firms flag $8.7M exploit
Decentralized lending protocol Moonwell is investigating an issue affecting the MAMO Core Market on Base, after security firms CertiK and PeckShield estimated losses of approximately $8.7 million. Attackers allegedly manipulated the MAMO token's collateral price to borrow real cbBTC. As a precaution, Moonwell has set borrow caps for all Core Markets on Base to 1 wei, preventing new borrowing. Moonwell's WELL token is down around 13% and MAMO has fallen roughly 9% over the past 24 hours.
09:06
Fosun International rebounds to stronger H1 profitability, shifts focus to pharmaceuticals, insurance, and tourism
The group's improved performance follows a clean-up of its property portfolio and was aided by the absence of heavy impairments that affected 2025 earnings. Chairman Guo Guangchang stated on Thursday that the company has completed a systematic process.
09:05
HP (HPQ) posted a record-high revenue of $15.7 billion in the third quarter of 2026, but PC shipments fell 16%, and its stock price dropped 9.2% in after-hours trading.
惠普公司公布2026财年第三季度营收为157亿美元，创同期历史新高。然而，由于PC出货量同比下降16%，且公司警告内存成本将持续对利润率造成压力，惠普股价在盘后交易中下跌9.2%。尽管PC业务所属的个人系统部门营收增长18%至118亿美元，但总出货量下降了16%。公司预计第四季度营收将低于季节性表现，并上调了全年调整后每股收益和自由现金流预期。
09:05
JPMorgan Chase strategists state that the AI rally is significantly expanding beyond the "Magnificent Seven"
Stephen Parker, a strategist at JPMorgan Chase Private Bank, noted that market leadership has expanded beyond the "Magnificent Seven" to other sectors such as industrials and utilities. He emphasized that the AI narrative has shifted from hyperscale companies to infrastructure providers, with companies like Quanta Services, GE Vernova, Eaton, and Cisco all reporting strong results and record backlogs. Parker also mentioned that AI is driving growth and efficiency across various industries, citing Walmart's use of AI to improve its business, and that consumer spending remains robust.
09:02
Iran's Deputy Oil Minister Says Around 40% of Damaged South Pars Gas Field Capacity is Back into Production
09:00
VET (VeChain) recorded a trading volume of $1.54 million in the past hour, which is 23.9 times its 7-day average for the same period. It is currently trading at $0.007238.
08:59
Burlington Stores Q2 adjusted EPS beats estimates, plans to reinvest $55M tariff refunds into lower prices
Burlington Stores reported Q2 2026 adjusted EPS of $2.37, surpassing analyst expectations of $2.19, with total revenue climbing 11% to $3.00 billion. The company announced it will reinvest the full $55 million in tariff refunds into lowering prices for shoppers over the second half of the fiscal year, rather than booking them as profit. Burlington also raised its full-year adjusted EPS target to $11.77–$11.97, while tightening its annual revenue growth forecast to 10%-11%.
08:50
American Airlines (AAL) cut its full-year adjusted EPS guidance to near break-even after fuel costs surged 83.3% in Q2 2026, following its rejection of United Airlines' merger proposal in April.
American Airlines (NASDAQ:AAL) has seen its stock price fall by 30.5% over the past five years, with a market capitalization of just $9.2 billion, significantly lower than Delta Air Lines' $54.6 billion and United Airlines' $37.3 billion. The company's fuel costs for Q2 2026 surged by 83.3% year-over-year to $4.881 billion, causing its operating profit margin to compress from 7.9% to 2.7%. The company has adjusted its full-year 2026 adjusted earnings per share guidance to a range between a loss of $0.65 and a profit of $0.65. Furthermore, American Airlines rejected a merger offer from United Airlines in April 2026 on antitrust grounds, meaning its CEO, Robert Isom, will have to bridge the unit revenue gap independently through fleet upgrades and premium cabin expansion.
08:50
The Jackson Hole Economic Symposium has commenced, with central bankers from around the world gathering in Wyoming.
08:50
US goods-trade deficit widened 17.2% to $118.8B in July, far exceeding forecasts and largest since March 2025
The US goods-trade deficit expanded to $118.8 billion in July, significantly higher than the $100.5 billion forecast and the largest deficit recorded since March 2025. Imports surged 3.7%, driven by the biggest increase in capital-goods shipments since 1993, including computers and semiconductors. Exports, however, fell 2.9%, which could further drag on Q3 GDP growth.
08:49
China Vanke's losses widened in the first half of this year, underscoring the difficulty of reversing the country's real estate slump amid new property measures.
08:47
Iran's Oil Minister says oil exports continue despite volume decline, citing security concerns for lack of details.

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