Macro
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Melius Analyst Projects Nvidia Could Reach $1 Trillion Revenue if SpaceX Delivers on AI Compute, Citing Potential $100 Billion Boost from 2-3 GW Capacity
Melius Research analyst Ben Reitzes stated that if SpaceX executes even 2-3 gigawatts (GW) of its planned AI compute deployment in 2027, it could add approximately $100 billion in incremental revenue
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MAS: Over 2,000 single family offices (SFOs) received tax incentives as of end-2025
In a written reply in Parliament, Singapore's Deputy Prime Minister, Minister for Trade and Industry, and Chairman of the Monetary Authority of Singapore, Gan Kim Yong, stated that these SFOs manage f
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Ken Griffin's Citadel flagship Wellington fund returns 5.9% in July, its best month since 2022, after acquiring Situational Awareness's public-stock portfolio at a discount
Citadel's tactical trading fund also gained 11.1% and its equities fund advanced 14.2% last month, both marking their best month ever. The July gains followed Citadel's acquisition of the bulk of the
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Bangladesh BGMEA and OCAB Partner to Drive Chinese Investment into RMG Sector
The Bangladesh Garment Manufacturers and Exporters Association (BGMEA) and the Overseas Chinese Association in Bangladesh (OCAB) have partnered to establish a business matchmaking platform. This initi
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Dow Jones stock index futures rose, while SpaceX and AMD shares fell, and Arista and Eli Lilly shares rose, with the S&P 500 index remaining at a high level.
Dow Jones stock index futures rose, while SpaceX and AMD shares fell, and Arista and Eli Lilly shares rose, with the S&P 500 index remaining at a high level.
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U.K. Regulator Eases Listing Rules in Bid to Revive London Market
The Financial Conduct Authority (FCA) is changing its rules around information sharing tied to initial public offerings, aiming to make London a more attractive listing destination. These changes will
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Morgan Stanley raised its Hang Seng Index base case target to 28,400 points and recommended increasing allocation to Hong Kong stocks in Q3.
Morgan Stanley pointed out in its latest China equity strategy report that the rebound logic for Hong Kong stocks in the third quarter is further strengthening, driven by improving corporate earnings
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Wall Street Investors Turn to Healthcare Stocks, S&P 500 Healthcare Index Reaches All-Time High
Investors are pouring money into U.S. healthcare stocks, betting the sector will extend a rally after years of underperformance, driven by improving earnings, increased deal activity, and attractive v
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DeItaone reported: U.S. mortgage demand weakened, with applications falling 2.9% in the week ended July 31, as the average 30-year mortgage rate hit a one-year high of 6.81%.
According to the Mortgage Bankers Association (MBA), the purchase index declined 3.6%, while the refinance index fell 1.9%. The average 30-year mortgage rate rose 5 basis points to 6.81%, its highest
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Declassified memos show the FBI secretly opened a criminal probe in May 2017, codenamed "Oxferd Comma," alleging then-President Trump fired Director James Comey because he was a Russian asse
The White House released newly declassified memos revealing that the FBI launched the investigation on May 16, 2017, to determine if Trump was directed by or coordinated with Russia, or obstructed jus
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S&P 500指数创下新高,"大空头"投资者Michael Burry认为这可能引发1987年式的下跌
Michael Burry在周三早些时候通过X平台(摘自其Substack帖子)表示,他仍认为市场可能接近一个主要顶部,并可能出现1987年式的下跌,但标普500指数创新高可能会吸引新资金进入市场。Burry因成功预测美国房地产市场崩盘而闻名,并被电影《大空头》所刻画。
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Binance Affiliates Sue RedotPay Founders for Allegedly Diverting Users in $470 Million Lawsuit
Binance affiliates are suing the founders of Hong Kong-based crypto payments firm RedotPay for allegedly diverting hundreds of thousands of customers to a competing product in a “fraudulent scheme.”
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Bitwise高管Gordon Grant认为,比特币作为“数字黄金”的真正考验在于其在制裁下的持有情况,而非价格表现
Grant在BeInCrypto专家委员会上与Theo首席信息官Iggy Ioppe辩论时指出,受制裁国家正在悄悄积累比特币,就像伊朗曾使用黄金一样。他认为,宏观对冲资产的关键在于其在系统性压力上升时与其他主要资产的相关性下降,而非价格上涨。Grant表示,尽管比特币近期与纳斯达克股票市场关联紧密,但其与标普500指数的200日相关性已从2025年的高点回落。俄罗斯已于7月1日将比特币和稳定币支付
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Kenya’s Nairobi Securities Exchange Is Considering Launching Bitcoin, Ethereum, and Solana Crypto ETFs
Frank Mwiti, CEO of the Nairobi Securities Exchange, revealed that the exchange is also considering launching cryptocurrency ETFs based on Bitcoin, Ethereum, and Solana. This product is expected to be
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Kenya's Nairobi Securities Exchange plans to launch East Africa's first AI-themed ETF by year-end.
Frank Mwiti, CEO of the Nairobi Securities Exchange, announced that the exchange is creating East Africa's first exchange-traded fund (ETF) focused on AI stocks, with plans to make it available to inv
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DeItaone reports that Eli Lilly (LLY) delivered strong Q2 results, exceeding expectations, and raised its full-year revenue guidance to $85.0-$87.0 billion, with adjusted EPS guidance of $35.50-$36.50.
Eli Lilly's Q2 adjusted EPS was $8.38, significantly exceeding the expected $6.01; revenue reached $22.97 billion, higher than the anticipated $20.73 billion. Of this, Mounjaro revenue was $9.94 billi
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DeItaone reports: SpaceX plans full mobile network to rival Verizon, AT&T, T-Mobile, causing U.S. wireless stocks to fall and SpaceX shares to drop over 10% post-earnings.
SpaceX intends to combine its Starlink satellite network with terrestrial infrastructure, utilizing spectrum acquired from EchoStar, to create a nationwide mobile service. This announcement overshadow
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S&P awards BlackRock's tokenized reserve fund a top stability rating, citing its ability to maintain a stable net asset value; separately, USDT was reaffirmed among the lowest-rated stableco
S&P awards BlackRock's tokenized reserve fund a top stability rating, citing its ability to maintain a stable net asset value; separately, USDT was reaffirmed among the lowest-rated stablecoins.
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Al Jazeera: Israeli restrictions on Palestinian movement have exacerbated the fragmentation of the West Bank. Since October 2023, the number of Palestinian workers permitted to work in Israel has decreased from approximately 193,000 to about 44,000.
An analysis by Al Jazeera highlighted that Israeli restrictions on Palestinians' movement in the West Bank, including military checkpoints, roadblocks, and a permit system, have led to the fragmentati
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China announces retaliatory measures against the U.S., including sanctions on a testing laboratory and drone curbs, following US FCC bans
China's actions, which also include probing office equipment with foreign software, mark a fresh escalation in trade tensions ahead of an expected meeting between the countries' top leaders next month
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Apple's iPhone Revenue Rose 22% to $54.25 Billion in Fiscal Q3, Unit Shipments Up 15.3% in Calendar Q2, Defying Market Decline
Apple's fiscal third-quarter iPhone revenue of $54.25 billion not only increased by nearly 22% but also surpassed analysts' expectations of $53.86 billion. Additionally, data from IDC shows that Apple
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Amazon CEO Andy Jassy: AWS's Future Annual Revenue Could Reach $1 Trillion
Amazon CEO Andy Jassy stated that its cloud services (Amazon) are expected to generate $1 trillion in revenue annually in the future, significantly higher than his previous forecast of "several hundre
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Gambling markets show Anthropic's valuation growth prospects are better than OpenAI's, with an estimated valuation of $1.175 trillion by the end of the month.
Polymarket has opened a market on the private valuations of OpenAI and Anthropic by the end of August, based on prices reported by Nasdaq Private Market. Market data shows that OpenAI's valuation mark
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Shiller CAPE ratio hit 40.91 in July 2026, its highest level since August 2000
The cyclically adjusted price-to-earnings (CAPE) ratio, a key stock market valuation metric, reached 40.91 last month, marking a 26-year high. Analysts note that historically, such elevated CAPE ratio
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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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U.S.-Canada Preliminary Trade Agreement: U.S. to Reduce Tariffs on Canadian Steel and Aluminum to 25%, and on Automobiles to 15%
According to informed sources, the preliminary trade agreement reached between the United States and Canada will reduce tariffs on Canadian steel and aluminum exports to 25%, and cut tariffs on Canadi
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Billionaire Stanley Druckenmiller's Duquesne family office bought $128 million worth of Argentina's YPF stock in Q1 and increased its holdings in Mexico's BBB Foods and an Argentina ETF.
Duquesne Family Office purchased $128 million worth of shares in Argentina's state-owned oil producer YPF SA in the first quarter of 2026, while also increasing its holdings in Mexican discount grocer
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Strategist Mark Connors: Treasury Buybacks Could Drive Bitcoin to $180,000
Longtime bond market investor Mark Connors believes routine government bond buybacks will improve liquidity, bringing bitcoin's next rally closer.
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Meta is launching its AI-powered "vibe-code" game app Pocket in the US market, following testing in Brazil.
This experimental app allows users to generate small interactive games via AI prompts, which can then be shared, saved, or remixed. This move is Meta's latest effort to mainstream AI creation tools, f
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Macro
24H Trending
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With US PCE inflation remaining high, can Bitcoin continue to serve as an inflation hedge amid risk re-evaluation?
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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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TZC Coin Analysis: TrezarCoin's Current Status and Market Analysis
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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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Riskier AT1 Debt Is Most Stable in This Upside-Down Bond Market Amid Latest Convulsions
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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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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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