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8/30
20:07
Taiwanese prosecutors are investigating Unimicron, a major supplier to giants like NVIDIA, for allegedly relabeling China-made parts.
Unimicron, a leading global manufacturer of chip substrates and printed circuit boards and a key supplier to NVIDIA, Intel, Google, and Amazon, is under investigation by Taiwanese prosecutors. The company is accused of falsely labeling Chinese-made components as Taiwanese-made, potentially violating laws related to origin money laundering.
20:03
Samsung showcases "Spatial Signage" glasses-free 3D display at Gamescom 2026, targeting B2B retail and exhibition
Samsung Electronics demonstrated its glasses-free 3D display technology through interactive gaming experiences in partnership with esports team T1 and Pearl Abyss’ open-world action-adventure game “Crimson Desert” at its largest-ever booth at the gaming event in Cologne, Germany.
19:47
APT (Aptos) price pulls back to $0.512, hitting a 365-day low.
19:40
Motley Fool Analyst Recommends Buying Home Depot (HD) and McDonald's (MCD) on Dip After Over 20% Decline from Highs
The Motley Fool analyst John Ballard sees a buying opportunity in Home Depot and McDonald's, noting both Dow Jones stocks are trading more than 20% off their highs. Home Depot is down 25% from its 2024 all-time high, with a forward dividend yield of 2.84%. McDonald's is down 24% from its prior high, offering a 2.82% dividend yield. Ballard cites their strong competitive positions, long growth runways, and attractive dividends as reasons to consider buying.
19:29
Jim Cramer Reveals His "20% Rule" for Managing Profitable Stocks: Partially Reduce Holdings After a 20% Gain
Renowned financial commentator Jim Cramer shared his "20% rule" in the latest episode, designed to help investors lock in profits and manage risk after significant stock gains. He suggests that when a stock rises by 20% or more, investors should sell 5% to 10% of their holdings to realize some gains; if the stock price continues to climb another 20%, a similar proportion of the position can be reduced again. Cramer emphasized that discipline must take precedence over conviction, and the cashed-out funds can be used to buy the dip when prices fall, thus forming a continuous cycle of risk management.
19:27
Taiwan's Top Regulator Peng Jin-lung Aims to Reduce Insurers' US Dollar Dependence
Peng Jin-lung, who leads Taiwan’s powerful financial regulator, is targeting a decades-old investment model used by the island’s life insurance firms, which represent one of the largest pools of insurance capital globally.
19:27
Bloomberg Analysis: Donald Trump's Economic War on Iran Tests China-Russia Security Bloc
Bloomberg analysis indicates that U.S. President Donald Trump's escalating economic pressure on Iran is testing the limits of the expanding security organization that Chinese President Xi Jinping and Russian President Vladimir Putin have cultivated for years to counter American influence.
19:23
Ripple Prime, Ripple's brokerage arm, launched its Delta One trading desk on August 27, offering total return swaps for Wall Street equities and digital assets, with XRP available as collateral.
Ripple Prime's Delta One desk allows hedge funds, asset managers, and other institutions to gain exposure to Apple stock, the S&P 500 index, or a basket of digital assets without actually purchasing the underlying assets. In this business, XRP primarily serves as collateral for clients rather than assets purchased by Ripple itself. The division launched with over $1 billion in regulatory net capital.
19:23
Billionaire hedge fund manager Daniel Loeb's Third Point made significant investments totaling over $350 million in Bitcoin mining companies transitioning to AI and Block during Q2 2026.
13F filings by the U.S. Securities and Exchange Commission (SEC) show that Third Point significantly increased its stake in Hut 8 (Nasdaq: HUT) to $151.8 million and initiated new positions in Riot Platforms (Nasdaq: RIOT), Core Scientific (Nasdaq: CORZ), and Applied Digital Corp. (Nasdaq: APLD), valued at $7 million, $1.38 million, and $820,000, respectively. Additionally, the fund invested $194.47 million in Jack Dorsey's Block (NYSE: XYZ).

These Bitcoin mining companies are shifting their focus to artificial intelligence to counter the trend of declining Bitcoin mining profitability. Block's Q2 2026 revenue reached $6.62 billion with earnings per share of $1.02, both exceeding expectations, indicating the success of its AI integration strategy.
19:13
C3.ai's revenue for fiscal year 2026 decreased by 35.7% year-over-year to $250.3 million, with an anticipated further decline to $210-240 million in fiscal year 2027.
C3.ai announced its financial results for fiscal year 2026, ending April 30, 2026, with revenue of $250.3 million, a 35.7% year-over-year decrease. Net loss expanded to $470.4 million, compared to a $288.7 million loss in fiscal year 2025. The company projects fiscal year 2027 revenue to be between $210 million and $240 million. C3.ai's stock price hit a 52-week low of $7.68 in March 2026. In the same period, Intuit's fiscal year 2026 revenue grew by 13.9% to $21.4 billion, with a net profit of $4.6 billion. However, Intuit anticipates its fiscal year 2027 revenue growth to slow to 9%-10% due to price reductions aimed at gaining market share. Intuit's stock price reached a 52-week low of $252.84 in June 2026.
19:13
Analysis: NEOS S&P 500 High Income ETF (SPYI)'s 12% distribution is primarily a return of capital, with deferred tax liabilities that can be eliminated through a cost basis adjustment upon inheritance.
Yahoo Finance analysis indicates that approximately 96% of SPYI's 12% distribution yield constitutes a return of capital, rather than taxable income, which reduces investors' cost basis. According to IRS regulations, beneficiaries inheriting SPYI shares receive a step-up in cost basis, thereby eliminating years of deferred tax liabilities accumulated from returns of capital. For younger investors in taxable accounts, this arrangement could lead to their cost basis being eroded over decades, ultimately resulting in a substantial deferred tax bill or distributions converting into immediate capital gains.
19:05
China Securities Regulatory Commission (CSRC) Issues Notice Supporting Refinancing, Mergers and Acquisitions for Listed Real Estate Developers
19:03
Citibank: Chinese Mainland Enterprises Actively Hedge Risks Amidst US-China Trade Friction, Driving Steady Growth in Revenue from Their North America-China Business Corridor
Despite escalating US-China trade tensions, mainland Chinese companies are not exiting the US market. Instead, they are heavily relying on global institutions to navigate financial friction and complex supply chains to protect their global market share, according to a senior executive at Citi Greater China. This trend has led to steady growth in Citi's North America-China business corridor revenue.
18:56
Archer Aviation gains control of Hawthorne Airport in California to support eVTOL aircraft testing and future air taxi services.
Archer Aviation's move aims to provide a testing base for its Midnight electric vertical takeoff and landing (eVTOL) aircraft and leverage Hawthorne Airport's central geographic location to develop it into a potential hub for future air taxi services. The company also plans to open up new revenue streams by charging other eVTOL operators for services.
18:46
Intuit Chief Accounting Officer Lauren D. Hotz sold 906 shares of the company's stock on August 27, representing 36% of her direct holdings.
Lauren D. Hotz, Chief Accounting Officer at the U.S. financial software company Intuit (Nasdaq stock ticker: INTU), disclosed via an SEC Form 4 filing on August 27 that she sold 906 shares of the company's common stock. The transaction was valued at approximately $314,000, representing 36% of her direct holdings prior to the sale. This transaction occurred after Intuit's stock price had fallen by 48% over the past 12 months.
18:46
Schwab U.S. Dividend Equity ETF (SCHD) is up 29% year-to-date, with its dividend yield falling to around 3.1%.
The ETF is currently trading near $35 per share, approximately 1.5% below its 52-week high. Analysis indicates that the current entry point of $35 is significantly less attractive compared to long-term holders who bought at $27 in 2022-2023. Furthermore, the 10-year U.S. Treasury yield of 4.7% has surpassed SCHD's income, with no equity risk. As of May 2026, SCHD's net assets have increased to approximately $94.9 billion from $71.6 billion at the end of 2025.
18:30
Oil surges above $90 after US military strikes Iranian rocket launchers in Strait of Hormuz
Brent crude for November delivery rose above $90 a barrel, while West Texas Intermediate was near $86. A US Central Command spokesperson stated that the US military struck Iranian rocket launchers on Sunday, which were preparing to send mines into the waterway, ending weeks of relative calm.
18:09
SanDisk and Kioxia to invest over $31 billion in NAND expansion in Japan, backed by $91 billion in contracted demand; SanDisk shares surged 525% YTD
SanDisk (NASDAQ:SNDK) and its Japanese partner Kioxia announced they will invest over $31 billion in Japan over six years to expand NAND flash capacity for the AI era, including $11.3 billion for a new facility at Kioxia's Kitakami plant. This expansion is supported by $91 billion in contracted customer demand and $16.5 billion in customer financial guarantees, a strategy aimed at avoiding historical memory market oversupply issues. SanDisk CEO David Goeckeler noted revenue visibility has extended from three months to over four years. SanDisk shares closed at $1,484.98 on Friday, up 525.57% year-to-date. The company also reported Q4 revenue of $8.96 billion, up 371.59% year-over-year, and authorized an additional $14 billion in share buybacks.
17:48
Japan's Yen Falls to 160.16 Against Dollar Despite $97 Billion Intervention, Analysts Warn of Bitcoin Sell-Off Risk
The Japanese yen weakened to 160.16 per dollar on Friday, giving up over half its gains since last month's intervention, despite Japan spending approximately $97 billion (¥15.4 trillion) between July 30 and August 26 to support its currency. The renewed slide puts pressure on officials to act, with potential consequences for Bitcoin as investors may sell assets to cover yen-funded carry trades if the currency strengthens sharply. Bitcoin briefly fell below $77,000 after Federal Reserve Chair Kevin Warsh pledged to bring inflation to target, leading investors to expect higher US rates. However, Metaplanet CEO Simon Gerovich expressed a long-term bullish outlook for Bitcoin, stating that Asian savers are ready to embrace it and he expects a "much brighter rest of the year."
17:48
Berkshire Hathaway's new CEO, Greg Abel, continues to hold Coca-Cola shares, which generate $848 million in annual dividend income for Berkshire.
Berkshire Hathaway's new CEO, Greg Abel, continues to hold Coca-Cola shares, a long-favored stock of Warren Buffett. Berkshire currently owns approximately 400 million shares of Coca-Cola, valued at nearly $36 billion. Coca-Cola pays an annual dividend of $2.12 per share, generating $848 million in annual dividend income for Berkshire. Coca-Cola has increased its dividend for 64 consecutive years, and its estimated 2026 dividend is projected to represent only 64% of the company's estimated earnings. Analysts expect its earnings to grow by 8% to 9% annually over the next three to five years.
17:48
WSJ Column Warns S&P 500's Record Options Volume, Rising Margin Debt Echo 1907 Crash Signals
A Wall Street Journal column argues that the current trading frenzy, marked by high leverage and speculative trading, closely resembles the market conditions leading up to the Panic of 1907. The S&P 500 has gained 12.65% in 2026. The column highlights that same-day options constituted 66.2% of all S&P 500 options volume in July, an all-time high, and margin debt reached $1.42 trillion in July, up from $1.02 trillion a year prior. The Shiller price-to-earnings ratio is near 42, significantly above its long-run average.
17:42
Australian Dollar's Top Forecasters Say Two-Month Rally Likely Over, Warning Central Bank Rate Hike Bets Have Gone Too Far
17:35
Japan’s NYK CEO Says Company Exploring Alternative Routes Amid Middle East Conflict
17:32
USD/CHF rose 0.75% intraday, now trading at 0.8090.
17:10
World Central Kitchen founder José Andrés renews call for independent investigation into Israeli strikes that killed seven aid workers in Gaza in April 2024
17:05
Jim Cramer says Marvell Technology stock is expensive unless all of its businesses succeed, at which point it will become cheap.
Cramer stated on CNBC on August 28th ET that Marvell Technology (NASDAQ:MRVL) stock is currently very expensive, but if its business develops as expected, its valuation will become cheap by 2028, similar to NVIDIA several years ago. After Marvell released its earnings report on August 27th, its stock price fell by 10.28% the following day. The company guided for total revenue to grow by approximately 50% and data center business to grow by over 60% in fiscal year 2028, but its P/E ratio is as high as 83x. This valuation can only be supported if these growth targets are met and operating margins increase from 14.5% to 38-40%. Cramer also pointed out that the stock should not be shorted before the analyst meeting on October 6th, as management is expected to announce a compelling revenue framework for fiscal year 2029 and beyond.
16:44
Nuclear energy company X-Energy joins the "Project Prometheus" led by NVIDIA, Amazon, and others, to accelerate reactor design using AI.
X-Energy, which went public in April this year, became a founding member of Project Prometheus in July, a project led by Idaho National Laboratory, NVIDIA, and Amazon. The project received $60 million in funding from the U.S. Department of Energy, with X-Energy contributing $10 million of its own funds and proprietary data. The aim is to integrate advanced AI models into reactor design, regulatory documentation, manufacturing, construction, fuel fabrication, and semi-autonomous operations. X-Energy's main product is the 80-megawatt small modular reactor Xe-100, and it has partnered with companies such as Dow Chemical, Amazon, and Centrica in the UK. The company's project pipeline includes 144 reactors, totaling approximately 11.5 gigawatts of potential capacity. Additionally, X-Energy is building the TRISO-X fuel fabrication facility, which is expected to be the first commercial TRISO fuel production facility in the United States. Although X-Energy is not yet profitable, its Q2 revenue and grant income increased by 154% year-over-year to $54.6 million, and it boasts $1.9 billion in total liquidity with no debt. Analysts believe X-Energy is a high-risk nuclear energy growth stock rather than a traditional energy investment, and the Motley Fool analyst team has not listed it among their top 10 stocks currently.
16:44
U.S. Representative Michael Rulli (R-OH) disclosed selling $50,000 to $100,000 worth of Google Class A shares on August 24, potentially incurring a small loss.
Representative Rulli reportedly purchased between $10,000 and $15,000 worth of Google Class A shares on June 25 and June 29, respectively. Analysis shows that, depending on stock price fluctuations at the time of the trades, this transaction could have resulted in a loss of $634.91 (a 2.1% decline) or a gain of $1,183.40 (a 3.9% increase). Since 2024, Rulli has made 33 transactions totaling approximately $331,000, primarily involving the Magnificent Seven and other large-cap blue-chip stocks.
16:32
Kalshi becomes exclusive prediction market partner of US Open, reportedly barring rival platforms from advertising at tournament and on ESPN broadcasts
Kalshi has signed an exclusive deal with the U.S. Tennis Association (USTA) for the US Open tennis tournament, whose main draw began Sunday. The agreement, which went into effect immediately, reportedly includes clauses preventing other prediction market platforms from advertising at the venue and on ESPN broadcasts.
15:51
Energy Transfer (ET) has become a major natural gas supplier to AI data centers, securing deals with Oracle, Nexus, Crusoe, and Entergy to meet surging power demand.
The pipeline giant is supplying approximately 900,000 Mcf/d of natural gas to three Oracle U.S. data centers, 150,000 Mcf/d to Nexus for an AI hyperscale campus, and gas for a 900-megawatt AI factory campus for Crusoe. Additionally, Energy Transfer signed a 20-year deal with Entergy to provide at least 250,000 MMBtu/d of gas starting in December 2028, supporting data centers including those Meta Platforms is building in Louisiana. The company expects its adjusted EBITDA to grow by at least 17.5% this year.

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