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Greenskeeper Asset Management: Alphabet (GOOG) Q2 2026 Search revenue up nearly 20% driven by AI, Cloud margins hit 33%
Greenskeeper Asset Management stated in its Q2 2026 investor letter that Alphabet (GOOG) saw its Search revenue grow nearly 20% in the most recent quarter, driven by AI integration, including AI Overv
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NVIDIA Chips Face 12:1 Supply-Demand Ratio, Experts Say, as Meta, Oracle, and Others Turn to Hyperscale Computing, Intensifying GPU Demand
Dan Ives, an analyst at Wedbush Securities, noted that NVIDIA (Nvidia) chips face a 12:1 supply-demand ratio, thanks to companies like Meta and Oracle actively shifting to hyperscale computing, which
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Apple Stock Falls 10% Post-Earnings on Missed Services Revenue and Weak Q4 Guidance
Apple shares fell as much as 10% after the company reported its fiscal third-quarter 2026 results on July 30. The decline was primarily attributed to services revenue of $30.7 billion, which fell shor
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US ISM manufacturing index hits 4-year high of 55.6, S&P 500 profit margins reach record 16.7% in Q2 2026, fueling speculation Fed could raise rates in 2026
The Institute for Supply Management's (ISM) manufacturing index climbed to 55.6, its highest reading since May 2022 and the seventh consecutive month of expansion. Concurrently, S&P 500 net profit mar
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US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
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Social Security Becomes Primary Retirement Plan for Many Americans, Averaging ~$25,000 Annually, But Is Often Insufficient
A new survey reveals that over 4 in 10 workers aged 55 and older expect Social Security to be their primary source of retirement income, despite the average annual benefit being approximately $25,000
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Hedge fund manager Stanley Druckenmiller将其34亿美元投资组合的18%配置于基因检测公司Natera
根据最新的13-F文件，传奇对冲基金经理Stanley Druckenmiller通过其家族办公室增持了基因检测公司Natera (NASDAQ: NTRA)的股份，使其成为其美国上市股票投资组合中最大的持仓，占比达18%。该分析文章指出，Natera在过去一年中股价上涨近100%，但目前市销率达到15倍，远高于美股市场平均水平，反映出投资者对其增长前景的乐观预期。Natera专注于产前和癌症检测
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Senators Warren and Blumenthal Ask SEC to Investigate Trump's Memecoin ($TRUMP) Over 'Fraudulent Enrichment' Concerns
The senators requested the U.S. Securities and Exchange Commission (SEC) probe the memecoin, citing an estimated $3.8 billion in losses for nearly a million investors, while former President Trump's f
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DeItaone: Iran's Foreign Minister Spokesperson Says Talks with Oman Assessed as 'Positive' at Both Technical and Political Levels - State Media
DeItaone: Iran's Foreign Minister Spokesperson Says Talks with Oman Assessed as 'Positive' at Both Technical and Political Levels - State Media
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Nick Timiraos: To change project parameters, Wash needs approval from the Federal Open Market Committee (FOMC) foreign exchange subcommittee.
Fed whisperer Nick Timiraos reports that to modify program parameters, such as the borrowing limit per counterparty, Wash needs approval from the FOMC's Foreign Exchange Subcommittee. The members of t
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Nick Timiraos: FX swaps and FIMA repo address foreign dollar funding issues, but Japan seeks dollars for yen intervention, not liquidity, a purpose not aligned with Fed's FIMA description
Bloomberg's Nick Timiraos highlighted that while FX swaps and the Fed's FIMA repo facility were designed to help foreign institutions fund themselves in dollars and prevent central banks from selling
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CoreWeave Sets Asia-Pacific Expansion; Piper Sandler Names Cloud Firm Top AI Pick
CoreWeave Sets Asia-Pacific Expansion; Piper Sandler Names Cloud Firm Top AI Pick
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Hotchkis & Wiley Fund: Olin Corporation (OLN) stock price decline reflects easing Middle East tensions, but a tightening chlor-alkali market is expected to drive its recovery.
Hotchkis & Wiley Mid-Cap Value Fund noted in its Q2 2026 investor letter that Olin Corporation (NYSE:OLN) is currently underperforming due to commodity prices and demand being below normal levels. The
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JPMorgan Chase: Market Misjudges AI Investment Returns, Hyperscale Cloud Providers' Backlog Surges Over 150% Year-over-Year to $1.7 Trillion, Tech Stock Valuations May Have Bottomed Out
JPMorgan Chase notes that market concerns about "high investment, low return" in AI capital expenditure over the past year are changing. Latest data shows that hyperscale cloud service providers' clou
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Fed Insider Nick Timiraos Reports: Bessent Says Fed's FIMA Repo Facility for Currency Intervention is a Routine Tool, Upsizing $60 Billion Cap is "Reasonable"
According to Nick Timiraos, Bessent stated on CNBC on Tuesday that the Fed's FIMA repo facility, when used for currency intervention, is a routine tool applied as intended. Bessent explained that the
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Singapore MAS: No need for centralised digital service to manage recurring payments, will continue to monitor developments
Singapore's central bank, the Monetary Authority of Singapore (MAS), stated in a written reply to a parliamentary question that there is currently no need for a centralised digital service to enable c
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Trump Administration preparing to set price floor, tariffs on imports of polysilicon and derivative products used in chips and solar panels - Sources
Trump Administration preparing to set price floor, tariffs on imports of polysilicon and derivative products used in chips and solar panels - Sources
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Wall Street Is Deepening Its Crypto Grip and Rewiring the Market
Despite Bitcoin’s prolonged bear market, a fundamental shift is occurring beneath the surface, with hedge funds and asset managers quietly replacing retail traders as the dominant forces in the crypto
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NVIDIA Joins National Science Foundation’s State and Regional AI Innovation Institutes Program to Expand AI Research and Education Across the U.S.
The program, launched today, aims to expand access to advanced computing, data, software, and expertise needed for AI-driven research and education through public-private partnerships. It will support
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Fed insider Nick Timiraos relayed: Bessent's monetary policy stance has shifted from favoring "rate cuts" in January to favoring "no rate hikes" in August.
Fed insider Nick Timiraos relayed: Bessent's monetary policy stance has shifted from favoring "rate cuts" in January to favoring "no rate hikes" in August.
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Analysis points to a recovery in the nuclear energy market, with a projected global market compound annual growth rate of 4.9% from 2026-2033, recommending BWX Technologies as an investment target.
An analysis article published by Yahoo Finance points out that the nuclear energy market is recovering, driven by decarbonization initiatives, safer nuclear technology, and the rapid growth of the clo
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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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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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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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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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