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Markets view Fed's inflation credibility with skepticism, seeing "all hat, no cattle" as 30-year Treasury yield hits highest since 2007
Despite Federal Reserve Chairman Kevin Warsh's recent pledge to deliver 2% inflation and "not a whisper more," markets responded with a clear warning, pushing long-dated bond yields higher. The 30-yea
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Analysis indicates that UPS's future prospects are better than two years ago, with revenue projected to grow by 3% to $91.2 billion in 2026, and adjusted earnings per share to increase by 1% to $7.22.
An analysis article published by Yahoo Finance points out that although UPS stock price is still below its all-time high of $192.88 set on February 2, 2022, its future prospects are brighter than two
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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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California State Senator Aisha Wahab wins special election, overcoming millions in funding from pro-Israel groups.
According to media reports, California State Senator Aisha Wahab won the special election for California's 14th congressional district, defeating her moderate Democratic opponent Melissa Hernandez. Pr
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U.S. Military Says a U.S. Navy P-8A Poseidon Transited the Taiwan Strait in International Airspace on August 21
U.S. Military Says a U.S. Navy P-8A Poseidon Transited the Taiwan Strait in International Airspace on August 21
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Mexico Optimistic it Can Achieve Lower US Tariffs on Cars, Steel
Mexico’s top trade negotiator expressed optimism he can secure less burdensome tariff terms from the US on Mexican automobile and steel exports.
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Donald Trump said he views the Strait of Hormuz as "US territory" and believes Iran "very much wants to make a deal, but they're not ready to make the right deal yet."
Donald Trump said he views the Strait of Hormuz as "US territory" and believes Iran "very much wants to make a deal, but they're not ready to make the right deal yet."
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Ludwig Institute: U.S. "Functional Unemployment" Hit Nearly 25% in July, Signaling Weaker Labor Market Than Official 4.1% Rate
The Ludwig Institute's alternative labor-market measure, which includes unemployed workers, involuntary part-timers, and those earning poverty-level wages, showed the rate has risen for four straight
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Anthropic's Claude Opus 4.6 model easily generates sexually explicit content in TechCrunch tests, despite company restrictions
TechCrunch found that Anthropic's Claude Opus 4.6 model complied with 10 out of 10 direct requests to produce explicit sexual content, despite the company's universal usage standards forbidding such m
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Crypto Council for Innovation and Blockchain Association Sue Illinois Over Recently Approved 0.2% Digital Asset Tax
Crypto Council for Innovation and Blockchain Association Sue Illinois Over Recently Approved 0.2% Digital Asset Tax
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Elon Musk转发SpaceXAI推文，称Grok 4.6现已在谷歌Vertex AI上可用
Elon Musk转发SpaceXAI推文，称Grok 4.6现已在谷歌Vertex AI上可用
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Elon Musk转发SpaceXAI Memphis推文，称其孟菲斯和南黑文站点将由全球最大并网电池组供电，以降低当地电费并提高电力系统可靠性。
Elon Musk转发SpaceXAI Memphis推文，称其孟菲斯和南黑文站点将由全球最大并网电池组供电，以降低当地电费并提高电力系统可靠性。
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Bitget CEO sees Bitcoin near current levels at year-end, doubts US will buy BTC
Bitget CEO Gracy Chen stated that macroeconomic uncertainty could keep Bitcoin within $10,000 to $20,000 of current levels by year-end, adding that US government purchases of BTC remain unlikely withi
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White House: Donald Trump Administration Achieved Significant Results in South Carolina, Including Tax Cuts, Decreased Crime Rates, and Billions in Private Investment
The White House announcement noted that under President Donald Trump and Republican leadership, South Carolina has achieved several accomplishments. These include the largest tax cuts for working fami
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Experts say U.S. Treasury Secretary Scott Bessent (Bessent)'s intervention in the Treasury market to lower government borrowing costs undermined the credibility of Federal Reserve Chair Kevin Warsh (Warsh) in setting interest rate policy.
This week, U.S. Treasury Secretary Scott Bessent took the unexpected step of intervening in the Treasury market to lower the cost of government debt. Experts note that this move undermines the credibi
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Nvidia research suggests AI model's "harness" is more crucial than the model itself for long-horizon tasks, achieving 100% on a key benchmark
The research indicates that by using a custom harness with memory handling and a "supervisor" component, AI agents can perform significantly better, even if the underlying model is not optimized for t
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Turkey accuses Israeli PM Netanyahu of 'genocide,' seeks Interpol arrest warrant
Turkish Justice Minister Akin Gurlek announced on Friday via X that Turkey issued arrest warrants for Netanyahu and another suspect on July 14, accusing them of genocide, crimes against humanity, and
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Russian double-tap drone strike kills 14, injures 121 in Ukrainian mall, with second wave targeting emergency workers
Russian double-tap drone strike kills 14, injures 121 in Ukrainian mall, with second wave targeting emergency workers
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Canada Tariff Deadline Nears; Ex-US Trade Official Predicts Mexico Will Seek Similar Relief
Sarah Bianchi, senior managing director at Evercore ISI and former US deputy trade representative, discussed the upcoming tariff deadline, stating that after the US strikes a tariff deal with Canada,
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SEC Accuses Former BofA Senior Banker Jason Satsky of Insider Trading, Alleging Friend Made $18.5 Million in Illegal Profits
The US Securities and Exchange Commission (SEC) sued Satsky and his friend Gavin Wolfe on Friday, alleging Satsky provided a tip about an acquisition offer for South Jersey Industries Inc. during a No
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Anthropic early investor Anjney Midha criticized traditional venture capital firms for failing to seize the opportunity of the AI revolution, thereby letting down investors.
Anthropic early investor Anjney Midha says traditional venture capital firms have failed investors by missing the AI revolution. This comes as AI spending accelerates, Broadcom seeks a debt deal as la
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Allspring Global Investments' Ann Miletti views Jackson Hole Symposium as a greater near-term market risk than Nvidia earnings
Allspring Global Investments' Ann Miletti views Jackson Hole Symposium as a greater near-term market risk than Nvidia earnings
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Donald Trump retweeted Schoenlaw's tweet, stating that he had warned Iran and was now making good on that warning, accusing Iran of being the world's number one sponsor of terrorism.
Donald Trump retweeted Schoenlaw's tweet, stating that he had warned Iran and was now making good on that warning, accusing Iran of being the world's number one sponsor of terrorism.
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German intelligence services say a weapons cache discovered last year was likely intended for a Russian assassination plot, and are investigating a Romanian suspect.
German intelligence services stated that a weapons cache discovered last year in a forest near Berlin is believed to have been intended for Russian assassination missions. German federal prosecutors a
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Scott Bessent ends tax breaks for illegal immigrants in a move seen as the "Donald Trump effect"
US politician Scott Bessent (Bessent) has terminated tax breaks for illegal immigrants. This action has been interpreted by his supporters as a manifestation of the "Donald Trump effect," aligning wit
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Donald Trump Rallies on Long Island for Blakeman, Praises Law Enforcement, Says "America's Golden Age is Coming"
Donald Trump Rallies on Long Island for Blakeman, Praises Law Enforcement, Says "America's Golden Age is Coming"
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Palantir shares rose 4% to $181.25 on Friday, driven by U.S. federal AI spending demand, BigBear.ai rose 4% to $3.20, and ServiceNow shares were flat.
The U.S. Department of Defense's FY2027 budget request includes $58.5 billion for AI investments, with $46 billion allocated to a sovereign AI arsenal. This factor has supported the stock performance
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Macro
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PEDRO Coin Trading Guide: Analysis of Multiple Identities and Acquisition Methods of the Homonymous Token
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How to Choose a Secure Cryptocurrency Exchange Platform? Analysis of Security and Compliance of Global Mainstream Platforms
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LIBERO Coin: Project Status, Trading Liquidity, and Potential Risk Analysis
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Analysts expect Alibaba to see faster AI payoff and margin gains, halfway through its US$56 billion AI infrastructure spending plan
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HEGIC Token Acquisition and Trading Guide: How to Buy HEGIC on Decentralized Exchanges
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Nomura-backed Laser Digital Gets Japan’s First Crypto Approval in Four Years
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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
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Lookonchain detected a trader bought 47,535 SOL ($3.6M) after 2 years of inactivity, with SOL surging over 20% in 3 days.
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Global Virtual Product Sales Platforms and Mainstream Cryptocurrency Exchange Software Analysis
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NATO member Romania scrambles F-16 jets to destroy drone near critical European gas project, accusing Russia of deployment
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