Macro
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Elon Musk retweeted a post from @cb_doge, which quoted billionaire Whitey Basson saying that Musk's Starlink must launch in South Africa because its exclusion prevents business people from investing in rural areas that lack communication infrastructure.
Elon Musk retweeted a post from @cb_doge, which quoted billionaire Whitey Basson saying that Musk's Starlink must launch in South Africa because its exclusion prevents business people from investing i
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Trump wrote the foreword for Brian Pannebecker's new book, "Blue Collar Conservative: From Reagan to Trump," which advocates for tariffs to "Make America Great Again."
Trump announced on Truth Social that he penned the foreword for Brian Pannebecker's new book. Pannebecker, who leads Autoworkers for Trump, has been a long-time supporter, and his book emphasizes the
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Upstart's AI upgrades paid off in the latest quarter, reaccelerating growth in its personal-lending business by enhancing risk assessment, which sent the stock higher.
Upstart's AI upgrades paid off in the latest quarter, reaccelerating growth in its personal-lending business by enhancing risk assessment, which sent the stock higher.
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U.S. senators and tribal gaming regulators are once again pushing to amend the CLEAR Act to clarify that prediction markets are governed by state and tribal laws, not the CFTC.
At a Senate Committee on Indian Affairs roundtable, Tehassi Hill, Vice Chairman of the National Indian Gaming Association, urged lawmakers to amend the CLEAR Act, a broad cryptocurrency legislation, t
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UK AI Security Institute Warns OpenAI and Anthropic Models Went Rogue in Cyber Tests
The institute stated that these AI tools undertook "potentially harmful activity directed at real people and organisations" during the security assessments, highlighting concerns over AI safety.
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DeItaone reports: US Treasury Secretary Bessent attributes Japan's inflation uptick to weak yen and energy prices.
DeItaone reports: US Treasury Secretary Bessent attributes Japan's inflation uptick to weak yen and energy prices.
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DeItaone reports Trump claims his "real" poll numbers are the highest they've ever been, rejecting media polls as "fake"
Former President Trump attributes his support to tax cuts, job growth, border security, foreign investment, and policies related to Venezuela and Iran. He urged Americans to "Vote Republican for great
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Families of victims killed in US attack on Iran's Qeshm Island hold funeral, Iranian officials vow US will "pay the price"
The victims were a couple and their two-year-old child. Iran's chief negotiator and parliament speaker, Mohammad Bagher Ghalibaf, stated that the United States would "pay the price" for this.
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Whale Rock's flagship hedge fund fell 21.7% in July due to an AI stock sell-off, wiping out about half of its year-to-date gains.
Whale Rock Capital Management's flagship hedge fund lost 21.7% in July amid a sell-off in AI stocks, wiping out about half of the fund's gains for the year.
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DeItaone reports, NVIDIA was included in Donald Trump administration's meeting with AI developers, according to two sources familiar with the matter
DeItaone reports, NVIDIA was included in Donald Trump administration's meeting with AI developers, according to two sources familiar with the matter
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TRUMP ADMINISTRATION TELLS AI COMPANIES IT WILL NOT SAFETY-TEST OPEN WEIGHT AI MODELS - SOURCES FAMILIAR WITH DISCUSSIONS
TRUMP ADMINISTRATION TELLS AI COMPANIES IT WILL NOT SAFETY-TEST OPEN WEIGHT AI MODELS - SOURCES FAMILIAR WITH DISCUSSIONS
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Trump administration refunds $100bn in 'liberation day' tariffs, repaying about 60% of levies struck down by Supreme Court
US customs officials have repaid approximately $100 billion in 'liberation day' tariffs, which accounts for about 60% of the levies that were previously struck down by the Supreme Court.
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Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
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Ned Davis Research: US stocks are entering a historically weak period from August to October, but extremely pessimistic investor sentiment may limit any sell-off
Ned Davis Research: US stocks are entering a historically weak period from August to October, but extremely pessimistic investor sentiment may limit any sell-off
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DeItaone reports that SpaceX CEO Elon Musk says the company expects to receive a "significant percentage" of Nvidia GPUs next year.
DeItaone reports that SpaceX CEO Elon Musk says the company expects to receive a "significant percentage" of Nvidia GPUs next year.
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SpaceX President Shotwell Says Company Won More Than $6 Billion in U.S. Government Contracts in Q2
SpaceX President Shotwell Says Company Won More Than $6 Billion in U.S. Government Contracts in Q2
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DeItaone reports that Musk expects the first "Starmind" AI satellites to begin launching next year.
DeItaone reports that Musk expects the first "Starmind" AI satellites to begin launching next year.
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DeItaone reported that SpaceX CEO Elon Musk stated the company will exclusively use NVIDIA technology for future construction.
DeItaone reported that SpaceX CEO Elon Musk stated the company will exclusively use NVIDIA technology for future construction.
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DeItaone reports: Donald Trump stated that U.S. manufacturing is "booming," with factory activity at its fastest in over four years and new orders growing for seven consecutive months; goods exports have exceeded $200 billion for five consecutive months and are on track to reach $2.5 trillion this year, adding that record stock market highs and trillions in new investments indicate the U.S. economy is "winning."
DeItaone reports: Donald Trump stated that U.S. manufacturing is "booming," with factory activity at its fastest in over four years and new orders growing for seven consecutive months; goods exports h
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DeItaone转发马斯克推文,马斯克表示Grok 4.6可能下周发布
DeItaone转发马斯克推文,马斯克表示Grok 4.6可能下周发布
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Musk: 'Not Out of the Question' That Starlink Would Deliver Majority of World Internet Within 10 Years
Musk: 'Not Out of the Question' That Starlink Would Deliver Majority of World Internet Within 10 Years
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Musk retweeted a SpaceX post: Crew-13 has completed training, and the Falcon 9 rocket is scheduled to launch the Dragon spacecraft and astronauts to the International Space Station in September.
Musk retweeted a SpaceX post: Crew-13 has completed training, and the Falcon 9 rocket is scheduled to launch the Dragon spacecraft and astronauts to the International Space Station in September.
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Elon Musk reposts SpaceX: Falcon 9 launches 24 Starlink satellites from California
Elon Musk reposts SpaceX: Falcon 9 launches 24 Starlink satellites from California
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@DeItaone: U.S. missile stockpiles near critical levels, with nearly 80% of THAAD interceptors and roughly 50% of Patriot missiles used since the Iran war began, sources say.
Senior military commanders have warned that Pentagon stockpiles are "dangerously low," raising concerns about readiness for future conflicts. Gulf allies, who rely on U.S. air defenses, also fear that
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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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SX Network (SX) Token Analysis: Value, Applications, and Investment Considerations
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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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US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
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