Macro
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Argentina Grain Exports Halt as Maritime Pilots Strike Over Milei Decree, Affecting Over 45 Vessels
Argentine maritime pilots are on strike in protest of President Javier Milei's decree to deregulate river navigation services, disrupting commercial activity in one of the world's leading grain suppli
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AMD beats Q2 estimates with adjusted EPS $1.66 (est. $1.62) and revenue $11.54B (est. $11.28B); issues strong Q3 revenue guidance of ~$13.0B (est. $12.52B), driven by data center growth
AMD beats Q2 estimates with adjusted EPS $1.66 (est. $1.62) and revenue $11.54B (est. $11.28B); issues strong Q3 revenue guidance of ~$13.0B (est. $12.52B), driven by data center growth
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Lucid misses Q2 expectations with over $1 billion net loss, announces "operational reset" to identify $1.4 billion in cash flow improvements
The electric vehicle manufacturer reported a net loss of over $1 billion for the second quarter, compared to a loss of $539.4 million a year earlier. Its adjusted loss was $901.1 million, or $3.30 per
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SpaceX announces results: Revenue reaches $7.8 billion, up 92% year-over-year, exceeding expectations; AI business operating loss narrows to $1.26 billion.
SpaceX announced results showing adjusted EPS of -$0.09, significantly better than the expected -$0.29. Adjusted EBITDA was $3.5 billion, exceeding the expected $2.0 billion. As of the end of the repo
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Cerberus Seeks $4 Billion for Second Supply Chain Fund
Cerberus Capital Management is looking to raise at least $4 billion for its latest supply-chain fund. The fund, Cerberus's second of its kind, aims to back investments critical to the US economy. Cerb
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Cloudflare begins rolling out stablecoin wallets for AI agents to pay for APIs and online content
The initial phase allows users to claim unique Cloudflare Wallet handles. Funding and payment features will be available later. These wallets are designed to facilitate AI agents' payments for APIs, d
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Wells Fargo Says AI Spending Is 'Trickling Down' to Broader Economy, Poised to Push Up Industrial Stocks
Wells Fargo & Co. states that the substantial AI spending by big tech companies is “trickling down to the broader economy,” a trend it believes is set to boost industrial stocks.
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Iran's military announced that it has maximized the opportunity to enhance its military capabilities during the ceasefire with the United States, and missile production has increased.
Last month, Iranian Islamic Revolutionary Guard Corps (IRGC) spokesperson Hossein Mohbi stated that Iran's missile production speed increased during the ceasefire, and missile accuracy improved throug
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S&P 500 Hits Fresh All-Time High on Tuesday, While Some Valuation Metrics Suggest It's a Bargain
Despite the S&P 500 index returning to record territory on Tuesday after a two-month hiatus, some popular valuation metrics are indicating that the large-cap index looks like a bargain. Wall Street co
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Furukawa Electric to invest $635 million in Japan, US, Brazil, and India to double optical fiber production capacity amid AI boom, serving data centers.
Furukawa Electric to invest $635 million in Japan, US, Brazil, and India to double optical fiber production capacity amid AI boom, serving data centers.
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Israel's West Bank settlement activity surges amid election pressure, UN warns of "all-time high" attacks
Analysts suggest the uptick in settlement activity is driven by upcoming October elections, as hard-right factions seek to solidify their hold on the occupied West Bank. The United Nations warned last
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Fed reporter Nick Timiraos notes market participants believe inflation data is paramount, with Fed Governor Waller potentially casting the decisive vote in a tie, and highlights the Septembe
Timiraos adds that an 8-4 decision to hold rates, with Waller joining the three presidents, would not be favorable for the Fed leadership. He emphasizes that the September Summary of Economic Projecti
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Tether Q2净运营利润达15亿美元,环比增长近50%,但超额储备金环比下降50%至41.1亿美元
全球最大的稳定币发行商Tether在2026年第二季度实现了约15亿美元的净运营利润,较第一季度的10.4亿美元增长了近50%。尽管利润强劲增长,其超额储备金却在同一季度内下降了50%,从第一季度的82.3亿美元降至41.1亿美元。Tether表示,所有USDT仍得到充分支持,储备金下降不影响偿付能力。截至6月底,Tether的总资产为1877.5亿美元,负债为1836.4亿美元。该公司还披露持有
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OPEC's oil output rebounded in July, driven mainly by Kuwait, Saudi Arabia, and Iraq, a Bloomberg survey showed.
Bloomberg survey shows OPEC's crude oil production rebounded in July, mainly driven by Kuwait, Saudi Arabia, and Iraq, offsetting some wartime losses. This comes despite opaque shipping data complicat
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Big Tech firms including Microsoft, Meta, Oracle, Amazon and Alphabet have committed approximately $1.16 trillion in future lease payments for AI data centers, Reuters reports
The commitments, largely for data centers needed to power the artificial intelligence boom, represent a substantial part of these companies' AI spending spree that has already been locked in. These pa
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Nvidia's market cap nears $5.1 trillion, reclaiming its position as the most valuable stock after Apple's decline
Nvidia's stock moved towards its fourth consecutive gain on Tuesday, clearing a key technical level. This surge comes as rival AI chipmaker Advanced Micro Devices (AMD) prepares for its earnings updat
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Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was prima
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Applied Digital (APLD) Q4 FY2026 revenue increased by 407% year-over-year to $258.7 million, exceeding market expectations.
Applied Digital Corp (APLD) announced fourth-quarter fiscal year 2026 revenue of $258.7 million, a 407% year-over-year increase, significantly exceeding market expectations of $94.8 million. The compa
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Japan is considering deploying U.S.-made AI systems from Palantir and Anduril in its Self-Defense Force to accelerate decision-making and integrate operations with the American military.
The Japanese government plans to use multiple U.S.-made AI systems for command and control within its Self-Defense Force units, with homegrown AI overseeing them for quick implementation.
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Intel Soars 10% to $99.74, AMD Jumps 8% to $522, Broadcom Rises 6% to $416 as Chip Stocks Ride a Risk-On Rally
英特尔股价上涨主要受空头回补推动,此前其股价在一个月内下跌了24%。同时,AMD股价上涨得益于其数据中心业务57%的同比增长。iShares Semiconductor ETF (SOXX) 也上涨6%至$540,反映出芯片板块的普遍涨势。纳斯达克100指数当日上涨2.8%,市场波动性下降,交易员积极转向增长型和周期性股票,推动了此次芯片股的整体反弹。
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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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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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Google raises 2026 capital expenditure guidance to $195 billion-$205 billion, mainly for data centers
Google (Alphabet) has raised its 2026 capital expenditure guidance from the initially projected $175 billion-$185 billion to $195 billion-$205 billion, primarily for data centers. Analysts believe thi
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Billionaire Stanley Druckenmiller's Duquesne Family Office Liquidated Micron, Intel, and Broadcom in Q2, Initiating New Positions in AI Infrastructure Stocks Equinix and Lam Research
Stanley Druckenmiller's Duquesne Family Office sold off its entire holdings in Micron,
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Micron Technology Unveils $10 Billion AI Memory Research Lab in Boise to Advance Memory Technologies Over Next Decade
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise
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Motley Fool Analyst: Amazon AWS Q2 Backlog Reaches $496 Billion, Highlighting Strong Demand and Insufficient Supply
Motley Fool analysts point out that Amazon's cloud computing division, Amazon Web Services (AWS), had a backlog of $496 billion at the end of the second quarter. The analysis suggests that this figure
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Apple CEO Tim Cook to step down in September, hardware chief John Ternus to take over; Wall Street expects new CEO to focus on more product innovation to adapt to the AI era
Apple CEO Tim Cook will step down in September, to be replaced by hardware chief John Ternus. Wall Street expects Ternus to adopt a different strategy, focusing on more product innovation to adapt to
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Bitcoin surges past $72,000 after Trump's pro-crypto pledge and US Treasury's bond buyback announcement
Bitcoin surpassed $72,000 for the first time since June 1, driven by two key developments. First, the US Treasury announced it would at least double longer-term government bond buybacks to increase ma
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Vanguard releases private equity allocation framework, recommends allocation range of 0% to 40% of equity exposure for ultra-high-net-worth investors, and warns of illiquidity and high costs.
Vanguard released an investor allocation framework on August 14, expressing caution about the role of private equity in workplace retirement plans. This follows former U.S. President Donald Trump sign
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U.S. Social Security Administration (SSA) Union Workers Demand Congress Restore Approximately $3 Billion in Funding and Hire 20,000 More Employees
The American Federation of Government Employees (AFGE) stated that these funds had been lost due to budget cuts, and the increased hiring aims to boost the workforce by approximately 40% from current
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Macro
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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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