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Bob Sloan, founder of S3 Partners, said short sellers are betting big on SpaceX, calling it "one of the most frothy trades" on Wall Street, with shorts already billions of dollars ahead.
Bob Sloan, founder of S3 Partners, said short sellers are betting big on SpaceX, calling it "one of the most frothy trades" on Wall Street, with shorts already billions of dollars ahead.
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Morgan Stanley projects US AI data centers to face 38 GW electricity gap through 2028, identifying GE Vernova as a key beneficiary
Morgan Stanley estimates that US data centers will need an additional 68 gigawatts (GW) of electricity between 2026 and 2028. After accounting for projects under construction and available grid capaci
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Intel's stock price fell 35.4% last month due to a broad sell-off in chip stocks and investor concerns about its excessive capital expenditures.
Intel's stock price fell sharply in July, mainly due to a general sell-off in chip stocks and investor concerns about its excessive capital expenditure (capex). The company stated during its second-qu
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Corvex signs multi-year agreement to provide NVIDIA Blackwell GPU infrastructure to a leading AI company, funding expansion without issuing new equity
Corvex (NASDAQ:MOVE) announced the multi-year agreement, stating that the expansion will be financed through debt, customer prepayments, and existing cash, thereby avoiding additional equity issuance.
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DeItaone: Iran Weighs Allowing Europe to Clear Mines in Strait of Hormuz
DeItaone: Iran Weighs Allowing Europe to Clear Mines in Strait of Hormuz
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Fundstrat's Tom Lee Predicts Stocks Could Soar to New Highs in August, Citing Six Potential Drivers
Tom Lee, head of research at Fundstrat, believes the U.S. stock market could reach new highs in August, outlining six potential drivers. He noted that despite the S&P 500 and Nasdaq being broadly flat
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Wall Street Strategist Matt Maley: Amazon Poised to Win AI Infrastructure Race, Oracle Faces Customer Churn Risk
Matt Maley, chief market strategist at Miller Tabak, stated on CNBC that the AI infrastructure race initially had five or six major players, and he expects only one or two to ultimately emerge victori
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An analysis ranked Microsoft and Amazon as clear leaders in Big Tech's AI spending durability and transparency, followed by Alphabet, Meta, and Oracle.
The analysis, which assessed five hyperscalers across AI infrastructure spending plans, funding, balance sheet capacity, and verifiable payoff, found a consistent ranking. Microsoft and Amazon were id
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Palantir's Q2 earnings beat expectations, with revenue and demand accelerating, sending its stock soaring on Tuesday morning.
Data analysis company Palantir announced better-than-expected second-quarter earnings, with revenue and demand both accelerating. Deutsche Bank analyst Brad Zelnick said this further strengthens the v
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U.S. Department of Defense Signs Multi-Billion Dollar Agreements with Lockheed Martin, Northrop Grumman to Accelerelate Production of Patriot Missile and THAAD Interceptor Components
The U.S. Department of Defense on Monday signed a multi-billion dollar framework agreement with Lockheed Martin and Northrop Grumman, aiming to accelerate the production of Patriot missile and THAAD i
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Jim Cramer calls current market “most exciting moment” of his career as $1.2 trillion data center boom pushes Dow to record high
Cramer stated on CNBC that the $1.2 trillion data center capital expenditure wave, driven by AI infrastructure, is growing at 30% annually, presenting a "generational opportunity" for investors. He no
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Jim Cramer says Nvidia chips are scarce and holding value, pushing NVDA stock up 2.93% to $206.64 on August 3
CNBC host Jim Cramer stated on X that Nvidia chips are scarce and retaining value, which he attributed to the stock's surge. This comes as analysts point to severe constraints in TSMC's N3 process waf
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New Jersey sues Amazon for antitrust violations, alleging 'monopsony' power over delivery contractors leads to suppressed wages and competition
New Jersey Attorney General Jennifer Davenport announced the lawsuit, alleging Amazon abuses its power over third-party delivery contractors by preventing them from unionizing and restricting them fro
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Micron shares rose 6% to $880, SK Hynix rose 4% to $148, and SanDisk rose 8% to $1393, as Wall Street raised AI memory price targets
Memory and storage chip stocks generally rose in early trading on Tuesday, after Sandisk and Hynix released the first High Bandwidth Flash (HBF) industry standard, which is expected to expand the addr
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NVIDIA Alpamayo 2 Super Open Inference Model Now Commercially Available, Empowering Robotaxis and Autonomous Vehicles to Tackle Complex Scenarios
NVIDIA announced that its Alpamayo 2 Super open inference model is now available for commercial use, designed to help robotaxis and autonomous vehicles (AVs) address rare and complex driving situation
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NVIDIA introduced several AI storage technology advancements at the FMS conference, including the open-source cuFile API and the Storage-Next initiative, to address the immense demand for memory and storage from AI.
NVIDIA announced at the Future Memory & Storage (FMS) conference that, to address the immense demand from AI for large-scale datasets and context windows, the company is introducing several advancemen
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Apple's Indian supplier, Tata Electronics, experienced a cyber leak, which Chinese state media used to promote the reliability of China's supply chain.
Apple's Indian supplier, Tata Electronics, reportedly recently suffered a cyber leak involving specifications for Apple's unreleased iPhone 18 Pro model. Chinese state media leveraged this incident to
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Goldman Sachs Strategist Warns of 'Hidden Credit Stress,' Citing Growing Maturity Risks for Software Borrowers
Goldman Sachs' chief credit strategist Amanda Lynam stated that current credit-market pressure stems from dispersion rather than widespread disruption. She highlighted growing maturity risks for softw
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U.S. retail diesel prices rose for the fourth consecutive week, reaching $5.348/gallon, while diesel futures plummeted due to the potential reopening of the Strait of Hormuz.
Data released by the U.S. Energy Information Administration (EIA) shows that as of Monday (August 3), the average U.S. retail diesel price rose by 3.5 cents/gallon to $5.348/gallon, marking the fourth
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Trump stated on Truth Social that the United Auto Workers (UAW) believes 'strategic' tariffs have prompted a surge in industry hiring.
Trump stated on Truth Social that the United Auto Workers (UAW) believes 'strategic' tariffs have prompted a surge in industry hiring.
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Meta CEO Mark Zuckerberg stated that the company is receiving lease offers for its AI computing infrastructure at prices above cost, suggesting that AI investments could become profitable.
Meta CEO Mark Zuckerberg delivered a clear message to investors during the Q2 earnings call on July 29, stating that the AI infrastructure the company is building has received lease offers exceeding i
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ServiceNow's Cybersecurity Business Exceeded $1 Billion in Annual Contract Value Last Year, Growing Faster Than Competitors
ServiceNow (NYSE: NOW), known for workflow automation software, announced that its security and risk franchise surpassed $1 billion in annual contract value in the past year. CEO Bill McDermott stated
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DeItaone forwarded Morgan Stanley's view that open-weight AI models will accelerate AI adoption and expand the market by lowering costs, rather than harming industry leaders; it is expected that open and closed models will coexist, and NVIDIA will remain the biggest winner.
Morgan Stanley believes that the rise of open-weight AI models such as Kimi K3, Qwen, and Llama will accelerate AI adoption by lowering costs, thereby expanding the market rather than harming industry
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Russian oil exports decline as Ukrainian drone attacks subside, boosting refining volumes
Previously, Ukraine shifted its attack targets to oil tankers, enabling Russian refineries to process more crude oil, thereby reducing external exports.
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China's National Bureau of Statistics: The total output of early rice nationwide in 2026 was 28.292 million tons, a year-on-year decrease of 0.8%.
According to data released by the National Bureau of Statistics, the national per-unit area yield of early rice in 2026 was 5963.4 kg/hectare, a decrease of 48.5 kg/hectare or 0.8% compared to 2025; t
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AI helps Southeast Asia-based scammers cut costs, leading to wider spread of cross-border crimes
The use of artificial intelligence is facilitating the spread of fraud and other cross-border crimes in Southeast Asia. US-driven clampdowns are prompting these fraud groups to relocate from countries
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South Korea's KOSPI index opened down 1.35% on Friday, then narrowed its losses to 0.31%, closing at 6,831.53 points, dragged down by a renewed rise in US Treasury yields and higher oil prices.
U.S. government bond yields resumed their rise on Thursday, reversing some of the previous day's declines, after the U.S. Treasury announced an expansion of bond buybacks.
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South Korea's Exports Jumped 56% in Early August, Driven by Strong Chip Shipments
South Korea's exports surged 56% from a year earlier over the first 20 days of August, reaching $55.2 billion, customs data showed. This marks the highest level for the 20-day period for any August, w
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South Korea's producer prices in July fell 0.4% for the first time in 11 months, due to lower oil prices.
South Korea's central bank data shows that the Producer Price Index in July fell by 0.4% month-on-month, the first monthly decline since August 2025. This was mainly driven by falling global crude oil
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Donald Trump vows 'economic D-Day' on Iran, threatens 'massive' economic consequences for countries doing business with it
US Treasury Secretary Scott Bessent stated that the United States will take action against any country deemed to be providing a lifeline to Iran, and will announce the specific mechanisms for new econ
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Changpeng Zhao: Supports tokenization on all blockchains, believes it's the best way for nations to raise funds and attract foreign direct investment
He pointed out that although tokenization brings about the problem of "fragmented liquidity," it is the fastest way to drive industry growth and can be partially solved by improving interoperability b
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Japan's headline inflation hit 1.9% in July, highest this year, driven by energy prices due to the Iran war
Core inflation, which excludes fresh food but includes energy, rose 1.8%, in line with expectations. Wholesale inflation also surged to 7.2% in July, with electricity charges being the largest contrib
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Yemeni government forces and Houthi rebels escalated clashes, with government forces launching 81 attacks within 24 hours, and Houthi rebels claiming to have attacked targets inside Saudi Arabia.
A Yemeni government military spokesman stated that over the past 24 hours, government forces launched 81 attacks on Houthi positions, resulting in the "elimination" of several Houthi fighters and fiel
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Elon Musk retweeted a post stating that if humanoid robots possess high dexterity and intelligence, everyone will have access to healthcare services surpassing those available to the wealthiest people on Earth, and human happiness will be significantly enhanced.
Elon Musk retweeted a post from cb_doge, which quoted Musk himself stating that highly dexterous and intelligent humanoid robots will enable everyone to receive better medical care than even the wealt
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OpenAI is gaining on Anthropic with US business users in Q3, though Anthropic still leads in market share as of July, new data indicates
Data from corporate credit card and expense management company Ramp shows OpenAI is growing faster among US businesses in Q3 to date, after losing the lead to Anthropic in May. As of July, Anthropic h
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Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
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The White House released the "National Space Transportation Policy," aiming to ensure continued U.S. leadership in space and planning to support over 1,000 launches and reentries annually by 2030.
The policy identifies space access as a critical national and economic security interest and directs U.S. executive departments and agencies to take actions including optimizing launch and reentry inf
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Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
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UK life insurer Standard Life has reached an agreement with CVC, Goldman Sachs, and PGIM to invest over a trillion dollars in private market assets for UK pension funds.
London-based life insurer Standard Life announced on Thursday that it has reached an agreement with private equity firms CVC Capital Partners, Goldman Sachs, and PGIM, the asset management arm of Prud
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The United States imposed new sanctions on nine Cuban state-owned mining, metals, and construction companies and three leaders.
The Cuban Ministry of Construction and government-controlled import companies are among the sanctioned entities, according to a notice published Thursday on the U.S. Treasury Department website. U.S.
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Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
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Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
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Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
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US Imposes New Sanctions on International Criminal Court (ICC) After It Sought Arrest Warrant for Israeli PM Netanyahu
The move has drawn condemnation from the United Nations and the European Union but was welcomed by Israel.
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US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
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Japan's global patent share in core AI fields shrinks from 25% to 8% over two decades, falling behind US and China
Japan now ranks fourth in patents for AI mechanisms and foundational technologies, with China, the U.S., and South Korea occupying the top three spots.
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MarketWatch analysis points out that historical data shows interest rates typically fall, rather than rise, when a bull market tops out, making the current question from market analysts about "how high interest rates need to rise to kill the bull market" misguided.
A MarketWatch article points out that many Wall Street analysts have recently focused on how high interest rates need to rise to end the bull market, but historical experience shows that interest rate
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Norway's crude oil production in July fell by nearly 200,000 barrels per day year-on-year to 1.776 million barrels per day, as the supply crisis in the Gulf region continued.
Preliminary data from the Norwegian Offshore Directorate shows that the country's crude oil production averaged 1.776 million barrels per day (bpd) in July, a decrease of approximately 195,000 bpd fro
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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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SX Network (SX) Token Analysis: Value, Applications, and Investment Considerations
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2024 Virtual Currency Exchange Platform Ranking Review and Cross-Platform Trading Analysis
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Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
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Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
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US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
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SUI (Sui) recorded a trading volume of $4.77 million in the past hour (15.6 times its 7-day average for the same period), currently trading at $0.7219.
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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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Riskier AT1 Debt Is Most Stable in This Upside-Down Bond Market Amid Latest Convulsions
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What is TINC Coin? Tiny World Ecosystem Token Analysis and Market Status
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