Macro
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Trump says he is talking to Iran in the form of a negotiation
Trump says he is talking to Iran in the form of a negotiation
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NuScale Power to Report Q2 Earnings on Aug 5; Analysts Eye Potential Stock Surge on TVA Project Update
NuScale Power (SMR) is scheduled to report its second-quarter earnings after market close on August 5. Analysts suggest that a positive update regarding its 6 GW Tennessee Valley Authority (TVA) proje
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Indonesia's IPO Market Stalls Amid Quality Reforms and Policy Uncertainty
Indonesia's initial public offering (IPO) market has become one of the weakest among Southeast Asia's major economies, despite a regional rebound. The slowdown is attributed to market overhauls aimed
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Mastercard Q2 Net Revenue Rises 14% to $9.3B; Analyst Predicts Stock Could Reach $925-$1,180 by Mid-2031
Mastercard (MA) reported its second-quarter results, with net revenue increasing 14% year-over-year to $9.3 billion and net income growing 19% to $4.4 billion. Adjusted earnings per share climbed 21%
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Commentary Highlights Invesco QQQ Trust (QQQ) as a Long-Term Investment for Young Investors, Citing Its 10.9% Annual Return and AI Exposure
A recent commentary suggests that the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq-100 index, could be a strong long-term investment for young investors. The analysis highlights QQQ's historic
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Analysis Projects Nvidia Could Reach $267 Per Share by July 2027, Yielding a 35% Return on a $1,000 Investment
An analysis suggests that if current trends continue,英伟达 (Nvidia) stock could reach approximately $267 per share by July 2027. This projection is based on an assumed 20 times fiscal 2028 earnings esti
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AI funding spree shows signs of strain amid higher borrowing costs and investor caution
The aggressive funding drive for artificial intelligence (AI) is showing signs of strain, as investors become more risk-aware due to higher borrowing costs and a less confident outlook. While big U.S.
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The family office run by billionaire Stanley Druckenmiller purchased 316,000 shares of Revolution Medicines (RVMD) in the first quarter; the company’s stock price has risen more than 134% so far this year.
Duquesne Family Office, run by billionaire investor Stanley Druckenmiller, purchased 316,000 shares of biotechnology company Revolution Medicines (RVMD) in the first quarter.The company’s stock price
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Arm Holdings Reports Q1 Revenue Up 22% to $1.29B, Forecasts Q2 Revenue of $1.38B, and Confident in Exceeding $1B Server CPU Revenue in FY2028
Arm Holdings reported solid fiscal first-quarter earnings, with revenue increasing 22% year-over-year to $1.29 billion. The company projects fiscal second-quarter revenue to reach approximately $1.38
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US Retired Couples (65+) Can Withdraw $46,700 from Traditional IRAs Tax-Free in 2026, or Convert to Roth, But Most Don't Utilize This Space
Retired couples aged 65 and older in the US can withdraw approximately $46,700 from a traditional IRA in 2026 without owing federal income tax, or convert the same amount to a Roth IRA tax-free. This
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Investing $10,000 in S&P 500 at Dot-Com Bubble Peak in 2000 Would Yield Over $53,000 Today, Up 430%
A hypothetical analysis reveals that an investment of $10,000 in the S&P 500 index at its absolute peak on March 24, 2000, during the dot-com bubble, would be worth approximately $53,120 today. This r
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Business First Bancshares COO Sells 4,200 Shares; Analysts View Sale as Routine, Focus on H2 Loan Growth and Deposit Trends
Keith Mansfield, Executive Vice President and Chief Operating Officer of Business First Bancshares (NASDAQ:BFST), sold 4,200 shares of the company's stock on July 30, 2026, at a weighted average price
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Analysts note that Oracle and NVIDIA shares have fallen 28% and 9%, respectively, over the past three months, as investors question the return on investment in AI infrastructure.
Yahoo Finance analysis notes that over the past three months, Oracle’s stock price has fallen 28% and NVIDIA’s (Nvidia) stock price has dropped 9%, primarily due to investors’ growing concerns about t
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Former US hostage and diplomat John Limbert says Washington's 'iron fist' approach is ineffective with Iran
John Limbert, a former US hostage in Tehran and former US deputy assistant secretary of state for Iran, argues that Washington "can't bomb and assassinate its way to a better relationship" with Iran.
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Big Tech's AI shakeout sees Amazon, Microsoft, and Alphabet gain nearly $1.5 trillion in market value, while Apple, Meta, and Tesla lose over $440 billion combined
During recent earnings, Amazon, Microsoft, and Alphabet collectively added nearly $1.5 trillion to their market capitalization, with Microsoft gaining over $600 billion and Amazon and Alphabet each ad
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Berkshire Hathaway’s New CEO Abel Continues to Increase His Stake Google; Purchased an Additional $10 Billion in Stock Through a Private Placement in June 2026
Greg Abel, the new CEO of Berkshire Hathaway, is actively increasing his stake in Google (Alphabet) to make up for Warren Buffett’s regret over not investing in Google early enough.After initially est
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Washington State will launch the “Washington Saves” program on July 1, 2027, to automatically enroll employees without employer-sponsored retirement plans in IRA accounts.
Washington State will launch the “Washington Saves” program on July 1, 2027. The program will automatically enroll employees who do not have an employer-sponsored retirement plan into an Individual Re
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US Senate's Clarity Act Faces Hurdles Ahead of Recess; White House Yet to Respond to Revised Ethics Provision
The U.S. Senate is nearing its summer break, with limited time remaining to advance the Digital Asset Market Clarity Act. As of July 31, no motion to proceed had been filed for the bill. Senators Rube
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The commentary noted that TSMC. announced an additional $100 billion investment in its Arizona plant, bringing the total investment to $265 billion; the CEO expects demand for AI chips to continue at least through 2029–2030.
A commentary piece on Yahoo Finance noted that TSMC (TSMC), the world’s leading chipmaker, announced in its second-quarter earnings report that it would invest an additional $100 billion in its manufa
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Benchmark analyst Gary Mobley is bullish on the quantum computing sector, saying companies like IonQ are likely to benefit
Benchmark analyst Gary Mobley (ranked among the top 4% of Wall Street analysts) is bullish on the long-term potential of the quantum computing sector and advises investors to adopt a portfolio strateg
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Japanese Companies' Capex Hits Record High, Led by NTT & Toyota on AI & Factory Investments
Capital spending by major Japanese companies, including NTT, Toyota, Nippon Steel, and Honda, is projected to reach an all-time high this fiscal year. This surge is primarily driven by significant inv
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Analysis: Bloom Energy (BE) is a better buy than pre-revenue Oklo (OKLO) in 2026, citing BE's proven fuel cell solutions and 40% stock retreat
An analysis suggests Bloom Energy (NYSE:BE) is a better stock to buy in 2026 compared to pre-revenue small modular reactor developer Oklo (NYSE:OKLO). The analysis highlights Bloom Energy's proven sol
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DeFi Platform Spark Ditches Consumer App for B2B Backend, Revenue Falls to $20M; OTC Lending Hits $260M, Targets $1B by Year-End
DeFi platform Spark, an affiliated lending and liquidity unit of Sky (formerly MakerDAO), has shelved its consumer-facing app to focus on a business-to-business (B2B) backend model, providing yield an
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Iran's Foreign Minister Says Negotiations with Oman Over Strait of Hormuz in Final Stages
Iran's Foreign Minister stated that negotiations between Iran and Oman regarding the Strait of Hormuz have entered their final stages, according to IRNA.
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Chinese Insurer Ping An Eyes Hong Kong ETFs After Beijing Greenlights Cross-Border Investment
Ping An's board secretary, Richard Sheng, stated that allowing mainland insurance funds to invest in Hong Kong-listed ETFs is expected to strengthen the ties between Hong Kong and mainland capital mar
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NATO member Romania scrambles F-16 jets to destroy drone near critical European gas project, accusing Russia of deployment
Romania's President Nicușor Dan accused Russia of deploying the marine drone, which was destroyed on Thursday near the Neptun Deep gas project in the Black Sea. Once developed, Neptun Deep is expected
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Venezuela's Oil Exports Capped by Aging Ports, Tankers Face Up to 30-Day Delays, Threatening US-Backed Expansion
Venezuela's aging oil terminals are limiting its export recovery, with tankers waiting up to 30 days to load due to equipment failures, power outages, and crude-quality problems. Despite rising produc
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Wolfe Research: S&P 500 Earnings Momentum Hits Historic Levels, with 69% of Q2 Revenue Beats and 64% of Q3 Guidance Exceeding Forecasts
Wolfe Research reports that S&P 500 earnings remain exceptionally strong. Of 465 companies reporting Q2 results, 69% beat revenue expectations. Additionally, 64% of firms issuing Q3 guidance exceeded
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WSJ: European Companies See Best Earnings Season in Years, Drawing Investor Interest
The Wall Street Journal reports that European companies have recorded their best earnings season in years, leading investors to increasingly notice the region's overlooked market value. For example, E
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Bloomberg MLIV: Dollar Depreciation Is Sustainable
Bloomberg MLIV analysts and investors on "Bloomberg: The Opening Trade" discussed key themes, with the view that dollar depreciation is sustainable.
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Independent writer Jasmine Sun highlights AI industry's misjudgment of public backlash against data centers
Sun notes that the AI industry, despite anxieties over job losses and rogue AI, was blindsided by the public's strong opposition to data center construction, a trend that was previously uncontroversia
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Podcast: AI Industry Misjudges Public Backlash, Underestimates Discontent Over Data Center Construction
Bloomberg's "Odd Lots" podcast points out that AI industry insiders have been concerned for years about issues such as AI potentially leading to job losses and human extinction, yet they have overlook
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ECB Survey: Eurozone Consumer Inflation Expectations for Next 12 Months Fall to 2.9% in July, Economic Growth Outlook Improves Slightly
The European Central Bank's (ECB) Consumer Expectations Survey for July 2026 revealed that median expectations for inflation over the next 12 months decreased to 2.9% from 3.0% in June. Similarly, inf
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T. Rowe Price fund manager says Nigerian stocks still attractive despite 64% rally
Johannes Loefstrand, a fund manager at T. Rowe Price Group who oversees about $300 million in frontier market assets, is “excited” about the prospects for Africa’s most populous nation. Nigeria’s NGX
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Goldman Sachs: Slower Inflation Is the Best Path to Lower US Government Bond Yields
Goldman Sachs: Slower Inflation Is the Best Path to Lower US Government Bond Yields
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Goldman Sachs Enters India's Government Equity Sale Market, Breaking Long-Standing Dominance of Local Financial Giants
Goldman Sachs Group is entering the Indian government's equity sale arena, a domain long exclusive to local financial giants. This marks Goldman Sachs' first underwriting of a government deal since 20
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South Korean stocks saw a net outflow of $22.9 billion in foreign capital in July, with British investors leading the sell-off, while U.S. funds continued to buy.
Foreign investors net sold 31.7 trillion won (approximately $22.9 billion) worth of listed stocks in July, marking the seventh consecutive month of net selling, according to data released by South Kor
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Hui Ka Yan, founder of China Evergrande, has been sentenced to life imprisonment by a Shenzhen court and fined 8.82 billion yuan (approximately 1.31 billion US dollars).
The ruling marks a symbolic end to the era of runaway growth in China's real estate sector.
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Goldman, JPMorgan Are Among Most Bullish on Europe
Goldman, JPMorgan Are Among Most Bullish on Europe
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Sfakianakis: Iran Misjudges US Willingness for Long War
Sfakianakis: Iran Misjudges US Willingness for Long War
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South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
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Iran's oil supply to Chinese refineries is rapidly depleting due to U.S. sanctions.
Bloomberg reported that Iranian oil available to Chinese buyers is rapidly depleting, indicating that the U.S. blockade of Iranian ports has effectively cut off Tehran's revenue.
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Goldman Sachs: Hedge Funds Underperformed S&P 500 in July, Worst in Over 20 Years
Goldman Sachs strategists stated that hedge funds underperformed the S&P 500 in July, marking their worst single-month performance in over two decades, primarily due to the fading momentum of AI. The
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Indonesia seeks expanded joint military exercises with China
Indonesian Defense Minister Sjafrie Sjamsoeddin called for broader and more intensive joint military exercises with China during a bilateral meeting with his Chinese counterpart, Adm. Dong Jun, in Jak
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Bloomberg: Asia's emerging market small-cap AI companies led gains this month, as investors shifted from chip giants to data center-related small-caps, with some surging as much as 90%.
Bloomberg reported that the rally in emerging market technology stocks is spreading to new companies, as investors shift their focus from chip manufacturing giants to smaller firms powering data cente
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Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
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Samsung Electronics' labor union plans to hold a rally in Seoul on Friday afternoon to protest the widening pay gap with its semiconductor division.
The union primarily represents employees in Samsung's consumer device business, with its members concentrated in the Device eXperience (DX) division. The rally takes place against a backdrop where an
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Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
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Macro
24H Trending
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2024 Virtual Currency Exchange Platform Ranking Review and Cross-Platform Trading Analysis
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SX Network (SX) Token Analysis: Value, Applications, and Investment Considerations
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What is TINC Coin? Tiny World Ecosystem Token Analysis and Market Status
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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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Bitcoin Public and Private Keys: The Core Mechanism of Digital Asset Security
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LCD Coin Analysis: The Current Status and Future Prospects of Lucyd (LCD) and Lucidao (LCD)
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Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
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TAO (Bittensor) recorded a trading volume of $2.3 million in the past hour (14.7 times its 7-day average for the same period), currently trading at $212.000.
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Samsung Electronics expected to approve $72bn shareholder return program at Aug. 21 board meeting
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<p>The Financial Times analysis points out that Donald Trump is losing the rare earths independence war.</p>
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