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07:06
Iran's Islamic Revolutionary Guard Corps (IRGC) warned that if Iranian targets are attacked again, for every two to three Iranian targets hit, strikes on 20 enemy targets could be triggered. The IRGC also demanded an end to hostilities, Israel's withdrawal from Lebanon, the lifting of the blockade on Yemen, and the release of $24 billion in frozen Iranian assets.
07:05
Amazon CEO Andy Jassy explained during the company's recent earnings call that data center buildings have a depreciation cycle of over 30 years, supporting multiple generations of server economics, while servers and chips require regular updates. This means that the proportion of future data center capital expenditures allocated to semiconductors will significantly increase. Microsoft CFO Amy Hood also stated that Microsoft has seen a shift in capital expenditures towards shorter-lived assets, with approximately two-thirds of current capital expenditures going to GPUs, CPUs, and other data center equipment. PwC projects that total data center capital expenditures will increase from $800 billion this year to $1.8 trillion by 2050. The article analyzes that TSMC, as the world's largest contract chip manufacturer, holding a 73% share of the third-party chip manufacturing market, will be the primary beneficiary of this long-term growth trend.
07:04
CNBC analyzed Donald Trump's annual financial disclosures, quarterly corporate reports, and FactSet market data, finding that the value of his holdings in nine major oil and gas companies (including Chevron, ConocoPhillips, ExxonMobil, etc.) grew by approximately $1.5 million to $4.4 million from February 27, the eve of the war, to August 31. The report noted that Trump's accounts traded energy stocks multiple times during market volatility throughout the war, including buying shares in eight major oil and gas companies on March 2, the first trading day after the initial US-Israel strike on Iran, and selling ExxonMobil shares on April 7, before the ceasefire with Iran was announced.
07:04
Tesla CEO Musk posted on X in response to a U.S. Census Bureau report, which stated that in 2025, the global population aged 65 and over will for the first time exceed children under 5, and the elderly population is projected to increase to 2 billion by 2060. Demographic changes have led to a rapid deterioration in the worker-to-beneficiary ratio of the U.S. Social Security system, with its trust fund expected to be depleted by Q4 2032, at which point it will only be able to pay 78% of scheduled benefits.
07:03
U.S. mortgage applications fell by 2.7% last week, according to data from the Mortgage Bankers Association (MBA), with refinancing applications down 6.2% and purchase applications down 0.2%. During the same period, the average 30-year fixed mortgage rate rose by 6 basis points to 6.85%, further intensifying pressure on borrowers and the real estate market.
07:03
★★★★★Previous 6.79%Forecast --Actual 6.85%
07:03
Wall Street analysts are more bullish on Oklo, assigning it an average price target of $79.88, nearly double its recent share price, compared to NuScale's average target of $12.63, which is 30% above its September 7 share price. Analysts favor Oklo's build-own-operate revenue model, which involves selling electricity directly to end-users through long-term power purchase agreements, including major deals with Meta Platforms and Switch, and a collaboration with Nvidia and Los Alamos National Laboratory. NuScale, which sells small modular reactors (SMRs) to traditional public utilities, is seen as exposed to supply chain friction and order cancellation risks. Financially, Oklo reported over $1.6 billion in cash and cash equivalents in Q2, with $84.3 million in debt, while NuScale had $766.5 million in cash and $824.4 million in debt.
06:59
Iran's Revolutionary Guard announced that a new maritime exclusion zone will extend from Chabahar to parts of the Gulf of Oman and the Arabian Sea, with specific coordinates to be announced later. This move is a continuation of Tehran's previous plan to establish restricted areas beyond the Strait of Hormuz, potentially escalating shipping disruptions along critical global energy routes.
06:59
PIMCO argues that bonds can once again provide meaningful income and protection if growth weakens, making a more balanced mix of stocks and fixed income increasingly attractive.
06:47
Dangote Refinery, Africa's largest oil refinery, has reduced its debt by $570 million to $5.7 billion after increasing production and sales. The company is preparing for what could be the continent's largest-ever stock offering, with the IPO potentially expanding by 30% depending on market demand.
06:47
Despite offering reduced emissions, improved efficiency, and lower operational costs, the oil and gas sector's electrification drive is hampered by high capital expenditure for grid connections, lengthy permitting processes, and surging equipment costs. A 2024 Dallas Fed survey found 45% of Permian Basin oil and gas companies had no electrification plans, while in Norway, only 39 out of approximately 97 producing fields are electrified or approved for electrification. Equinor, a pioneer in the field, has even paused some offshore electrification plans due to capex pressures.
06:46
Yahoo Finance analysis recommends buying SoFi Technologies (SOFI) stock, citing strong customer and revenue growth despite platform revenue dip. The online bank's total revenue soared 43% to $1.1 billion in Q1 and 40% to $1.2 billion in Q2, with customer count growing 35% year-over-year to 15.8 million. SoFi also raised its full-year revenue forecast to $4.75 billion-$4.85 billion. The analysis suggests the market has overreacted to the loss of Chime as a platform customer, overlooking SoFi's overall growth and strong positioning in the digital banking trend.
06:46
The analysis notes that the S&P 500 has risen 116% and the Nasdaq Composite 155% since October 2022. Despite nearing its fourth anniversary, the current bull market is still 18 months short of the average length since 1949. Analysts project S&P 500 earnings growth of 14.4% next year and 26% over the next five years, supported by broader market participation beyond AI stocks and robust earnings growth in non-megacap tech companies.
06:46
Ghana’s cocoa industry regulator has proposed raising farmers’ pay by about 6% for the new season, which would further widen the gap over prices in neighboring Ivory Coast and risk more smuggling over the border.
06:44
Australia's new ambassador to Japan, Andrew Shearer, on Wednesday offered a candid assessment of China's military buildup and its alleged economic coercion. He previously served as Canberra's intelligence chief and rebutted Beijing's accusations of Tokyo's "militarization."
06:42
A group of lenders led by Barclays Plc is preparing a €2.4 billion ($2.8 billion) financing package to support Lone Star Funds’ acquisition of industrial products manufacturer ContiTech, according to people with knowledge of the matter.
06:41
Argentina's corn exports are projected to reach a record 10 million metric tons in August and September, fueled by a bumper harvest and robust international demand. This surge is attributed to buyers seeking alternatives to Ukrainian supplies disrupted by war and European crops affected by extreme heat. The country's 2025/26 harvest is estimated at 71.7 million tons, nearly 20% above the previous record. Gustavo Idigoras, head of the CIARA-CEC grains exporters chamber, noted that Argentine corn is highly competitive in price and volume, with demand from North African countries being a primary driver.
06:41
Driven by investments in artificial intelligence (AI) infrastructure, the European venture debt market has seen over €21 billion (approximately $24.4 billion) invested this year, according to PitchBook data. This figure is projected to reach a new annual high by year-end, representing about a 60% increase from last year. However, despite the rapid growth in deal value, the number of deals has significantly declined, with only 237 transactions completed so far this year, a sharp drop from 707 last year. Over 40% of the deal value is concentrated in the top five transactions, with AI startups such as French AI developer Mistral AI and AI computing provider Nscale receiving the majority of the funding, as their physical infrastructure can serve as collateral for financing.
06:41
Billionaire hedge fund manager Israel Englander, founder of Millennium Management, reportedly more than doubled his stakes in pharmaceutical company AbbVie (NYSE:ABBV) and retail giant Costco (NASDAQ:COST) in the second quarter of 2026.
06:39
On-chain monitoring shows that whale 0x7378 bought 102,189 $VVV at an average price of $7.87 six months ago. Following today's price increase, the whale sold 92,189 $VVV (worth $2.37 million) at an average price of $25.75, realizing a profit of $1.83 million, and still holds 10,000 $VVV. Additionally, over the past three months, the whale spent $11.3 million to acquire 4.74 million $LIT at an average price of $2.39 (currently valued at $24.4 million), holding $13.1 million in unrealized profit.
06:38
Singaporean refiner Aster Chemicals and Energy Pte is sourcing crude oil from distant regions such as Latin America and West Africa to replace reduced Middle Eastern supplies affected by the war in Iran.
06:35
Kremlin spokesman Dmitry Peskov stated that Europe is suffering from soaring natural gas prices, which recently reached their highest level since late 2022. He added that Europe could cut costs by relying on cheaper Russian supplies instead of expensive spot-market gas.
06:33
Alibaba Group Holding Ltd. is enabling users to deploy AI-powered "digital employees" within rivals' office platforms, opening a new front in enterprise AI competition with ByteDance and Tencent Holdings. Alibaba Cloud's latest version of its QoderWake tool, launched on Tuesday (September 8), allows users to generate fully functional digital employees with a one-line description of the desired role, which can then operate within any platform.

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