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9/8
09:19
Intel shares are up almost 5% premarket
09:16
Amazon partners with AT&T to challenge SpaceX's satellite dominance, with AT&T being the first to use Amazon's Leo satellite technology.
Amazon and AT&T announced a new partnership, with AT&T becoming the first wireless company to utilize technology from Amazon's Project Kuiper satellite division, a move aimed at challenging SpaceX's market dominance in satellite communications.
09:16
**UNCTAD Warns: Disruption in Strait of Hormuz Hitting SMEs Hardest, Threatening to Expel Them from Global Supply Chains**
The United Nations Conference on Trade and Development (UNCTAD) stated on Tuesday that ongoing disruptions in the Strait of Hormuz could lead to small and medium-sized enterprises (SMEs) being squeezed out of global supply chains, exacerbating economic concentration and weakening the resilience of international trade. The agency noted that rising energy costs, freight rates, insurance premiums, and financing restrictions disproportionately burden SMEs compared to larger enterprises, making them more vulnerable to shocks. Given that SMEs account for approximately 90% of global businesses, contribute 70% of employment, and 50% of global GDP, disruptions in the Strait of Hormuz pose ripple effects far beyond shipping lanes. Brent crude oil prices rose over 2% on Tuesday to above $99 per barrel, impacted by the conflict in the Middle East.
09:15
Twist Bioscience (TWST) shares rose after Artisan Mid Cap Fund cited the company's growth in DNA demand driven by AI and pharmaceuticals.
Twist Bioscience (TWST) shares rose after Artisan Mid Cap Fund named it a significant contributor in its Q2 investor letter, noting the company benefits from the growing demand for DNA synthesis and data generation in the AI and pharmaceutical sectors. The fund reduced some of its position in the stock during Q2 due to its strong performance.
09:15
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
09:15
Artisan Mid Cap Fund exited its position in Roblox (RBLX) due to significant booking guidance cuts and weak user trends, with RBLX shares down 66.29% over the past 52 weeks.
In its Q2 2026 investor letter, Artisan Mid Cap Fund stated that Roblox Corporation (NYSE:RBLX) shares declined sharply following a meaningful reduction in bookings guidance, driven by weaker top-of-funnel user trends and disruptions from recent age verification and communication safety changes. The fund, while still seeing long-term value in the platform, redeployed capital into other opportunities. Roblox closed at $43.31 per share on September 4, 2026.
09:14
Advanced Micro Devices (AMD) and Marvell Technology (MRVL) continue to grow revenue, with both reporting approximately 17% operating margin in their latest quarters.
The article highlights that both companies are benefiting from the high demand in the AI sector, driven by hyperscalers like Amazon, Microsoft, Alphabet, and Meta Platforms. Investors are advised to monitor the rate and magnitude of AI-related spending, as a potential slowdown could impact their top lines. Additionally, operating margin is a key metric to watch, especially when compared to peers like Nvidia, which reported over 60% operating margin in its latest quarter. AMD recently announced a multi-gigawatt infrastructure agreement with Core Scientific and expanded its relationship with Microsoft, while Marvell Technology appointed Dan Durn as its new CFO and introduced new memory infrastructure components.
09:11
Atha Energy continues streak at Angilak Uranium Project, intersecting uranium in 7 for 7 holes at Rib North: Preliminary results
09:10
Bitmine purchased another $69 million of ETH, with Tom DeMark expecting price uptrend to soon resume
Bitmine, Tom Lee's Ethereum treasury firm, purchased another $69 million of ETH. Analyst Tom DeMark expects the price uptrend to soon resume. At the latest purchase pace, the firm could reach its crypto accumulation goal in another seven weeks.
09:09
Billionaire David Tepper's Appaloosa bought two AI stocks, SpaceX and CoreWeave, in Q2, with Wall Street anticipating potential gains of over 50%.
According to Yahoo Finance, billionaire David Tepper, founder and president of Appaloosa Management, increased his holdings in two artificial intelligence (AI) stocks, Space Exploration Technologies (SpaceX) and CoreWeave, during the second quarter. Wall Street analysts' average price targets for these two stocks suggest SpaceX could rise 50% to $222.32, and CoreWeave could climb 62% to $144.46.
09:08
Qatar's Foreign Ministry: Reopening Strait of Hormuz 'Unconditionally' Is a Top Priority, Diplomatic Efforts Underway Including Talks with China
Qatar's Foreign Ministry spokesperson Ibrahim Al Hashmi stated on Tuesday that Doha is working towards diplomatic solutions to end the US-Iran war, emphasizing that “new ideas are being discussed” with mediators including China. Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani met Chinese counterpart Wang Yi in Beijing on Tuesday to discuss enhancing regional security and stability, and solutions for the closure of the Strait of Hormuz.
09:07
Iran's state media, citing army, says a U.S. drone was downed over Bandar Abbas; no U.S. confirmation
09:01
"Dr. Doom" Nouriel Roubini: The AI investment boom is not a bubble, but beware of four major macro risks: the Strait of Hormuz blockade, escalating war with Iran, rising bond yields, and a market correction.
Nouriel Roubini, the renowned economist and "Dr. Doom," stated in a Bloomberg interview this week that the AI-driven investment boom is far from over. His optimism is rooted in the massive investments by tech giants in AI infrastructure and the anticipated productivity returns, explicitly stating that the current AI rally does not constitute a market bubble. However, he also highlighted four specific macroeconomic risks: the ongoing blockade of the Strait of Hormuz, leading to sustained high oil prices (Brent crude rose 6% this week due to a new round of US-Iran strikes); a potential escalation of the Iran war after the midterm elections; upward pressure on global bond yields due to expanding fiscal deficits worldwide; and the potential risk of a temporary market correction (the S&P 500's average performance from August to October is typically the worst of the year).
09:00
Mexico Quadruple Homicide Tied to Alleged Bitcoin Robbery Attempt; Two Suspects Face Wednesday Hearing Over Killings Linked to Multi-Million Dollar Bitcoin Wallet
09:00
Saylor retweeted that Strive increased its Bitcoin holdings by 1,375 BTC for $109 million, at an average cost of $79,281 per BTC, bringing its total holdings to 24,531 BTC.
Saylor retweeted ColeMacro's post, which noted that Strive increased its Bitcoin holdings by 1,375 BTC for $109 million, at an average cost of $79,281 per BTC, bringing its total Bitcoin holdings to 24,531 BTC. The post also mentioned that 70% of last week's capital raise came from $SATA, which currently has a nominal outstanding amount of $999 million. ColeMacro stated it's time to break the billion-dollar mark.
09:00
The U.S. has requested South Korea to submit investment projects exceeding $350 billion, surpassing the previously agreed-upon limit. South Korea is now seeking to reduce the agreement amount back to the original ceiling.
According to Yonhap News, the United States has demanded investment exceeding the $350 billion cap stipulated in last year's bilateral trade agreement during trade negotiations with South Korea. South Korea is currently in the final stages of negotiations with the U.S. to bring the actual investment commitment back within the previously agreed-upon amount. The South Korean government plans to brief the National Assembly on the progress of these negotiations on September 17, and a memorandum of understanding could be signed as early as the following day.
09:00
CRO (Cronos) saw a trading volume of $1.59 million in the past hour, 32 times its 7-day average for the same period. It is currently trading at $0.0605.
09:00
Xi Jinping Urges UK to Protect Legitimate Rights of Chinese Investors in First Call with PM Burnham
Chinese President Xi Jinping urged the UK to protect the legitimate rights and interests of Chinese investors and stated that the common interests of the two countries outweigh their differences, during his first phone call with British Prime Minister Andy Burnham.
09:00
Japanese media: The Bank of Japan (BOJ) plans to raise interest rates by 25 basis points to 1.25% next week, and is considering accelerating the pace of rate hikes to "once per quarter."
According to Kyodo News and Reuters, the Bank of Japan (BOJ) plans to raise its policy interest rate by 25 basis points from approximately 1.0% to around 1.25% at its monetary policy meeting on September 17-18, which would be the highest level in about 31 years. Sources familiar with the matter stated that the central bank is considering accelerating the pace of rate hikes to roughly once per quarter. The increased expectation of a rate hike is primarily driven by factors such as the depreciation of the Japanese Yen, rising oil prices pushing up inflation, and pressure from US Treasury Secretary Scott Bessent. The BOJ prefers a 25-basis-point hike to avoid market disruption and allow time to assess the impact of higher rates.
09:00
MicroStrategy Purchases 4,603 Bitcoins at $80,318 Each, Bringing Total Holdings to 845,050, Ending 10-Week Pause
MicroStrategy disclosed that it purchased 4,603 Bitcoins between August 24 and 30 at an average price of $80,318 per Bitcoin, totaling approximately $370 million. This acquisition brings its total Bitcoin holdings to 845,050. This purchase marks the end of the company's 10-week pause in Bitcoin acquisitions.
08:48
SemiAnalysis Report: Google TPUv7 Ironwood Leads NVIDIA B200 by Up to 50% in AI Inference Performance per Dollar
SemiAnalysis, a semiconductor research firm, has released its first third-party inference test results for Google's TPUv7 Ironwood. The report indicates that, under comparable conditions, Ironwood leads NVIDIA's B200 and B300 by up to 50% in performance per dollar. At an interactive speed of 100 tokens per user per second, Ironwood's inference cost per million tokens is approximately $0.181, lower than the B200's $0.222 and the B300's $0.276. Google is accelerating the opening of TPUs to external customers and plans to open-source the new native PyTorch backend, TorchTPU, in October to lower the barrier for developers. Anthropic has committed to purchasing over a million TPUs, and its TPU usage is expected to surpass DeepMind's own by 2029, posing a direct challenge to NVIDIA's market position.
08:47
Chevron (CVX) stock is near an all-time high, up 42.82% year-to-date, but analysts' price targets suggest potential short-term downside.
Yahoo Finance reported that energy giant Chevron's (CVX) stock price has risen 42.82% year-to-date, currently trading at $212.26, close to its 52-week high of $212.79. However, analysts at 24/7 Wall St. have set a target price of $204.67, implying a potential 3.81% downside over the next 12 months, and maintain a "Hold" rating. The analysis suggests that despite Chevron's 20-year power purchase agreement with Microsoft and high Brent crude oil prices due to tensions in the Strait of Hormuz, its valuation remains at a premium compared to peers. In its second-quarter earnings report, Chevron posted adjusted earnings per share of $6.06 on revenue of $67.2 billion, a year-over-year increase of 51.43%.
08:46
NH Investment & Securities projects a 53% increase in Hyundai Steel's operating profit by 2026, driven by rising steel prices in South Korea.
NH Investment & Securities analyst Y.K. Choi stated that Hyundai Steel is expected to achieve an earnings recovery due to rising steel prices in the Korean market. Anti-dumping duties on low-cost Chinese imports have led to a gradual increase in domestic steel prices in Korea, with hot-rolled and cold-rolled products rising by 26% and 15% respectively this year. Choi projects Hyundai Steel's operating profit to jump by 53% and 72% in 2026 and 2027, respectively. NH Investment & Securities initiated coverage on the stock with a "Buy" rating and a target price of 400,000 Korean Won. Hyundai Steel's shares were last up 2.9% at 33,350 Korean Won.
08:46
Berenberg analysts stated that Mobico's Q2 revenue grew by 5%, maintaining a "hold" rating and a price target of 35 pence.
Berenberg analysts Jack Cummings and Luka Trnovsek stated that Mobico's Q2 trading update showed an acceleration in revenue growth to 5% and reiterated adjusted operating profit guidance of £215 million to £230 million. Despite strong performance from its ALSA division offsetting a slowdown in UK passenger transport, the analysts maintained a "Hold" rating and a target price of 35 pence, awaiting a sustained recovery in UK passenger transport and a clear deleveraging path. Mobico's share price is currently up 1.9% at 23.82 pence.
08:41
Yahoo Finance Analysis: iShares Europe Financials ETF Outperforms First Trust Nasdaq Bank ETF on Yield, Cost, and Performance
The analysis highlights that the iShares MSCI Europe Financials ETF (EUFN) has an expense ratio of 0.49% and a dividend yield of 3.9%, compared to First Trust Nasdaq Bank ETF (FTXO)'s 0.6% expense ratio and 1.7% dividend yield. EUFN has also generated more growth over the past one and five years with a smaller maximum drawdown.
08:39
Tanker company Hunter Group ASA says it is owed $55 million due to a freight dispute.
Tanker company Hunter Group ASA said its counterparty disputed its contractual obligations after global benchmark freight rates surged, leaving the company owed $55 million.
08:37
Al Jazeera Analysis: BRICS Summit Could Be the Only Venue for an Iran Ceasefire
Al Jazeera analysis suggests that the BRICS summit, to be held in New Delhi on September 12, with Iranian President Masoud Pezeshkian in attendance, could be the only venue for achieving a ceasefire in Iran. The analysis posits that all ceasefire agreements to date have been facilitated by BRICS members and their partners, who possess the necessary relationships to establish the next ceasefire.
08:37
Solana ETF Inflows Plummet 96%, From $153.87 Million to $6.18 Million
Solana ETF inflows plummeted by 96% in the week ending September 4, dropping from $153.87 million in the week ending August 28 to $6.18 million. Despite this, the week still recorded net inflows, and as of September 4, the total net assets held by Solana ETF products were approximately $1.41 billion, a slight decrease from $1.43 billion in the previous week.

According to SoSoValue data, Bitcoin ETFs saw net inflows of $986.85 million during the same period, while Ethereum ETF net inflows decreased by 74% to $218.41 million. Analysts suggest that the sharp slowdown in Solana ETF inflows, coupled with a decline in trading volume, indicates weakening investor demand.
08:36
U.S. Social Security COLA Projected to Rise 3.6% in 2027, Largest Increase in Three Years
The Senior Citizens League estimates that the US Social Security Cost-of-Living Adjustment (COLA) for 2027 is projected to increase by 3.6%, which would be the largest annual adjustment since 2023. If this forecast holds, the average retiree's monthly benefit would increase by approximately $75, reaching about $2,146 per month. The Social Security Administration will announce the final adjustment data on October 14.
08:36
AMD's new Ryzen AI Halo workstation runs 300-billion-parameter models locally on 192GB of unified memory, no cloud required.

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