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8/27
14:28
John Herbst, former US Ambassador to Ukraine and current member of the Atlantic Council's Eurasia Center, stated that Ukrainian attacks are weakening Russia's combat capabilities, but Russia "has no new tactics" and is resorting to killing civilians. He described Russia's recent attacks on the Ukrainian capital, Kyiv, as "pure terrorism, pure war crimes."
14:24
The White House announced that this move aims to recognize the outstanding contributions of the American people and the rich heritage of American history by naming significant natural landmarks after shared achievements. This policy was announced by US President Donald Trump in Executive Order 14172 (Restoring Names that Highlight American Greatness), issued on January 20, 2025. The order directs the Secretary of the Interior, in coordination with the Board on Geographic Names, to take all appropriate actions within 30 days to rename Lake Ontario to "Lake America."
14:22
The Russian Investigative Committee stated that a Russian serviceman was killed and his wife injured in a car explosion in the Pushkinsky district of St. Petersburg. Local media outlet Fontanka reported that the deceased was a 53-year-old army lieutenant colonel. Al Jazeera noted that this is the latest in a series of attacks targeting military personnel and pro-war figures in Russia since its "special military operation" in Ukraine began in February 2022. No organization has yet claimed responsibility for the explosion, and Ukraine has not commented.
14:18
As of Thursday afternoon, prediction market traders put the probability of Warsh mentioning "bond market" at the Jackson Hole annual meeting early Friday at just 16%, "yield curve" at 8%, and "rate cut" also at 8%. These terms might be relevant given last week's surge in US government bond yields and the Treasury's decision to double long-dated government bond buybacks to at least $4 billion. Data from Kalshi's "mention markets" suggest Warsh is likely to avoid discussing the bond market, even though rising yields impact the Federal Reserve's September decision. One of Warsh's core objectives as chairman is to control inflation at the 2% target level. Prediction markets also show Warsh has a nearly 90% chance of mentioning "inflation" and over 70% chance of mentioning "task force."
14:16
The Pentagon policy chief stated that the US hopes to see more contributions from European nations, specifically mentioning the United Kingdom, to address military shortfalls.
14:14
The New York Times reported on Thursday that Donald Trump Jr., an advisor to two major prediction market platforms (Kalshi and Polymarket), told Republican attorneys general in March to back off the industry. He argued that states were being misled by gambling companies and that federal authorities should oversee event contract exchanges.
14:08
NVIDIA acquired a stake in SpaceX through its $10 billion investment in xAI in January, which was followed by SpaceX's full acquisition of xAI in February. Although SpaceX's AI division saw revenue grow by 247% to $2.56 billion in Q2, it still recorded an operating loss of $1.26 billion. Analysts believe that this $20 billion investment represents only a tiny fraction of NVIDIA's $5 trillion market capitalization and is unlikely to change investors' perception of NVIDIA stock.
14:07
SK Hynix CEO Kwak Noh-Jung stated that memory chips are no longer "just a commodity" in the AI era due to strong AI customer demand, thus there is no risk of chip oversupply or a potential market downturn.
14:05
The new interface is designed to simplify how AI agents communicate with and operate machinery, including devices used in scientific research and advanced manufacturing. Anthropic plans to open-source the standard in the future, which it likens to a USB-C chord for standardizing information transmission between devices.
13:56
Synopsys reported fiscal third-quarter revenue of $2.477 billion, up from $1.740 billion a year earlier, and non-GAAP diluted EPS of $3.91, exceeding its prior guidance. The company also raised its full-year revenue target to a range of $9.690 billion to $9.740 billion and non-GAAP EPS guidance to $15.04 to $15.10. Despite the strong results, shares dropped 4% in after-hours trading on Wednesday. President and CEO Sassine Ghazi attributed the demand to artificial intelligence.
13:49
SpaceX shares, which debuted as the most volatile among large-cap peers, have traded in a $10 range around $140 for the past three weeks. Implied volatility, a measure of options costs, has dropped significantly from over 120 before its earnings report to 57, according to ThinkOrSwim data. Options traders are noting this shift, with weekly contracts expiring September 25 pricing in an 11% implied swing. Bulls attribute the calm to insider conviction and the stock's inclusion in major indexes like the Nasdaq-100 and Russell 1000.
13:46
Analyst Anders Bylund believes Duolingo (NASDAQ: DUOL), Netflix (NASDAQ: NFLX), and International Business Machines (NYSE: IBM) possess robust business models, dominant market positions, and affordable valuations, making them suitable for long-term holding. Netflix is down 32% over the last year, trading at 21.6 times forward earnings; IBM trades at 17.8 times forward earnings and 16 times trailing free cash flow; Duolingo's stock is down 55% in 52 weeks and trades for 16.7 times free cash flow.
13:43
The companies, including prominent cyber firms like Crowdstrike and financial institutions, signed an open letter urging both the private and public sectors to collaborate on new forms of cyber defense. They warn that AI-enabled cyber attacks will become more widespread and sophisticated, putting critical infrastructure at risk. Several signatories, while developing advanced AI models, are also offering defensive AI programs like OpenAI's Daybreak and Microsoft's Perception.
13:41
Analysts believe that both Pfizer (PFE) and UPS (UPS) offer dividend yields exceeding 6% and their stock prices have fallen over 20% from five years ago, yet management has publicly committed to maintaining dividends. Pfizer expects its adjusted diluted EPS to be between $2.80 and $3.00 in 2026, higher than its annual dividend payout of $1.72. UPS anticipates adjusted EPS of approximately $7.22 and free cash flow of about $5.5 billion in 2026, which is roughly in line with its dividend payments. Chevron (CVX) has a dividend yield of 3.44%, reported adjusted free cash flow of $15.4 billion in the second quarter, and a net debt-to-cash flow ratio of 0.6x, making its dividend coverage the most robust among these three companies.
13:40
The Trump administration is in talks with Venezuela to take an ownership stake in the Latin American nation’s oil fields, Axios reported.
13:37
The changes aim to reduce investor selling pressure and channel protocol revenue to ENA, as Ethena seeks to revive USDe growth.
13:30
Hinge Health, which offers an app-based artificial intelligence-enabled program for managing pain, has been growing its client base amid surging demand for its products and services. The stock also held in a buy zone above a three-weeks-tight pattern.
13:29
Cramer believes there is more momentum behind CrowdStrike's stellar performance this year, making it a continued buying opportunity.
13:26
These ETFs aim for high distributions by investing in preferred stocks, high-yield bonds, or employing covered call strategies. However, analysis suggests their sustainability faces multiple challenges, including corporate earnings, cash flow, market conditions, and changes in dividend policies.
13:25
The Nasdaq-listed AI company plans to acquire 3,170 Bitcoin at a price of $71,000 per coin, totaling over $200 million, significantly exceeding its intraday market capitalization of approximately $18.9 million. Management expects this move to substantially increase shareholder equity and help address Nasdaq listing compliance issues. However, the plan involves issuing approximately 51.6 million shares of Class A common stock and an equal number of warrants, raising investor concerns about potential dilution.
13:24
Merck & Co.'s stock price has surged 85.5% over the past 12 months, with its current price-to-sales (P/S) ratio reaching 5.7x, close to its decade-high of 5.9x. Analysis suggests that its core oncology product, the KEYTRUDA series, generated $8.4 billion in sales in Q2 2026, accounting for approximately half of the company's total revenue of $16.6 billion. However, the growth rate of this product line has slowed from 8% in Q1 to 4% in Q2. Management anticipates that KEYTRUDA's growth will stabilize, and in Q3 2026, it will face the impact of a high base from elevated wholesaler purchases in the same period of 2025. Despite Merck & Co. boasting over 20 new products and an R&D pipeline valued at over $70 billion, these new products have not yet fully supported its valuation.
13:24
The analyst views Figma's current valuation as conservative, citing its 48% year-over-year revenue growth in Q2 and active AI monetization, with 80% of large customers utilizing AI credits weekly. Figma's growth rate is nearly four times faster than Adobe and twice that of Atlassian, justifying a premium multiple. Figma currently trades at $27.27, and management has raised its full-year revenue outlook to $1.463 billion-$1.467 billion.
13:19
Matador Resources unveiled its growth strategy at a Chicago conference, projecting approximately $900 million in free cash flow by 2026 with continuous production increases. The company plans to add 17,000 net acres through leasing, trades, and acquisitions to expand its oil and gas reserves in the Delaware Basin. Additionally, Matador anticipates its integrated midstream business will generate nearly $400 million in EBITDA by 2026 and is evaluating unlocking its value through entity-level debt or a potential IPO.
13:19
Strategy (NASDAQ: MSTR) Executive Chairman Michael Saylor stated in an interview on August 6 that he expects Bitcoin's price to achieve a 30% compound annual growth rate (CAGR) over the next two decades. Based on Bitcoin's price of approximately $64,500 per token at the time of his prediction, a single Bitcoin would be worth roughly $12.26 million in 20 years if this forecast holds true. This would imply a market capitalization of approximately $257.5 trillion for Bitcoin, significantly exceeding the World Bank's estimated total worldwide GDP of $118.35 trillion in 2025. The forecast appears to factor in significant U.S. dollar devaluation and Bitcoin's emergence as a leading alternative to the global reserve currency. However, the analysis notes that this prediction relies on several speculative assumptions and is far from a safe bet.

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