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Analysis indicates that the market's reaction to AMD's earnings report highlights its challenges in catching up to NVIDIA in the AI chip sector.
Despite Advanced Micro Devices' (AMD) strong performance year-to-date, the market's reaction to its latest earnings report suggests the company still needs to catch up to industry leader NVIDIA in the
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UN rights chief Volker Türk alarmed by rise in Iran executions, with at least 56 since March including 27 linked to January protests
Volker Türk表示，死刑继续被用于“在民众中灌输恐惧和压制异议”。他指出，自3月19日以来，至少有56人因国家安全相关指控被处决，其中27起案件与1月份的全国性反政府抗议活动有关。Türk还提到，另有100多人面临类似指控的处决风险，毒品相关犯罪的处决也持续以惊人的速度进行。他敦促伊朗当局停止所有处决，并迈向废除死刑，强调这种惩罚在当今世界没有立足之地。联合国人权事务高级专员还对持续缺乏公
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U.S. S&P 500 index hits new all-time high, strong earnings from Disney and Eli Lilly boost market sentiment.
The S&P 500 hit an intraday all-time high on Wednesday, and the Dow Jones Industrial Average also set a new record, rising 456 points or 0.84%, while the Nasdaq Composite gained 0.4%. Disney shares ro
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U.S. Treasury Website indicates removal of Iran-related sanctions
U.S. Treasury Website indicates removal of Iran-related sanctions
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US Appeals Court Overturns Injunction Against Perplexity AI, Citing Amazon's Unlikely Success in Computer Access Claims
The injunction had temporarily barred Perplexity AI from operating its AI-powered Comet browser on Amazon's platform. The US Court of Appeals for the Ninth Circuit found Amazon unlikely to prove breac
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Russian Drone Company Head Injured in Car Bomb Attack
Vladimir Tkachyuk, head of a Russian drone company, was injured in a car bomb attack. The attack is the latest targeting prominent figures in Russia's war effort.
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US July ISM Services PMI Rises to 54.1 from 54; Est. 54.5
US July ISM Services PMI Rises to 54.1 from 54; Est. 54.5
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Emerald Wealth Partners stated in its Q2 2026 investor letter that ASML's (ASML) monopoly in advanced lithography is one of its most enduring competitive advantages, and the efficiency improvements of its machines are fundamental to the progress of AI and other applications.
Emerald Wealth Partners noted that ASML rose 51.0% in the Q2, contributing 156 basis points to the strategy, benefiting from the optimistic sentiment in the semiconductor industry. The company believe
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Emerald Wealth Partners said Broadcom (AVGO) dominates the custom AI chip space, and OpenAI has chosen it to design custom inference chips, helping the company's stock price rise 22.3%.
Emerald Wealth Partners noted in its Q2 2026 investor letter that Broadcom dominates custom AI chip design, having long co-designed Tensor Processing Units (TPUs) with Google. As AI spending shifts fr
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US S&P July Services PMI Rises to 54.6 (vs 51.2 Prior), Composite PMI to 54.5 (vs 51.9 Prior)
US S&P July Services PMI Rises to 54.6 (vs 51.2 Prior), Composite PMI to 54.5 (vs 51.9 Prior)
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Nomura's Laser Digital Invests High Single-Digit Millions in UAE-based ZIGChain to Advance Onchain Private Credit in Gulf States
Nomura's Laser Digital Invests High Single-Digit Millions in UAE-based ZIGChain to Advance Onchain Private Credit in Gulf States
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U.S.-Canada natural gas and electricity trade value rose in 2025, despite an 11% decline in total energy trade to $137 billion
According to data from the U.S. Census Bureau, the increase in natural gas and electricity trade was primarily driven by higher natural gas prices and trade volume.
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SpaceX shares fell 11% to $111 in early trading on Tuesday, as its 2026 capital expenditure plan significantly exceeded expectations, with an estimated full-year capital expenditure of approximately $65 billion, higher than Wall Street's forecast of $50 billion.
SpaceX's capital expenditures reached $18.4 billion in Q2, significantly exceeding analysts' expectations of $6 billion. Despite the company's Q2 revenue of $7.8 billion and EBITDA of $3.5 billion bot
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Cannabis company RYTHM surged 23% after strong Q2 results and potential delay in federal hemp-derived THC ban
RYTHM, a holding company for cannabis brands, reported $1.2 million in net income on $23 million in revenue for Q2, marking a 73% increase from the prior quarter. The company's stock has risen approxi
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Donald Trump says US officials are holding "very good" talks with Iran, and a Strait of Hormuz deal could be reached "as early as today," but warns of "severe repercussions" if Iran abandons the agreement.
Donald Trump said U.S. officials were holding "very good" talks with Iran and hinted that a deal on the Strait of Hormuz could be reached as early as today. But he warned that the U.S. would "hit Iran
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Israel Military Says It Began Conducting Strikes in Southern Lebanon in Response to a 'Blatant Violation' of Ceasefire by Hezbollah
Israel Military Says It Began Conducting Strikes in Southern Lebanon in Response to a 'Blatant Violation' of Ceasefire by Hezbollah
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Mastercard and Borderless.xyz Pilot Crypto Credential to Enhance Trusted Cross-Border Stablecoin Payment Flows
The initiative aims to test how Mastercard's Crypto Credential framework can support verified interactions in stablecoin transactions, integrating standardized assurance signals into compliance and ri
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Despite Institutionalization, Crypto Market Still Trades Like a Rumor Mill, Investors Urged to Focus on Underlying Data
Sygnum Bank Chief Investment Officer Fabian Dori wrote in CoinDesk that while the crypto market has become more institutionalized with spot ETFs, derivatives, and regulated custody, its short-term pri
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Analysis: Single stock implied volatility significantly surpasses S&P 500 ETF, spread hits new high since 2016, historical data suggests SPY options may be undervalued
Analysis indicates that over the past ten weeks, the average implied volatility (IV) of individual stocks has remained at a historical high of approximately 50%, while the average implied volatility o
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Saudi PIF-led consortium completes $55 billion acquisition of Electronic Arts (EA), delisting company from Nasdaq
The consortium, which includes private equity firm Silver Lake and Jared Kushner's Affinity Partners, paid $210 in cash per share to EA shareholders. Saudi Arabia's Public Investment Fund (PIF) secure
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Anthropic forms internal chip team to design custom AI processors for its Claude AI models.
Anthropic confirmed that the move is aimed at improving Claude's speed, efficiency, and scalability. The company will adopt a multi-chip strategy, co-designing hardware and AI models, while continuing
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Micron Stock Falls After Musk Flags Soaring Memory Prices
Micron Stock Falls After Musk Flags Soaring Memory Prices
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Warren Buffett warns of "gambling" culture in stock market, says many asset prices will seem "very ridiculous"
During Berkshire Hathaway's 2026 annual shareholders meeting, Warren Buffett, in an interview with CNBC, expressed concern about the prevalent risk-taking culture in current financial markets. He like
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SpaceX plans moon factories powered by humanoid robots
SpaceX plans moon factories powered by humanoid robots
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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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New poll shows 64% of Americans believe Donald Trump family's crypto investments are inappropriate
A new poll of 1,166 Americans shows a clear partisan divide in public opinion on the matter, with most Republicans believing it is appropriate for Donald Trump and his family to invest in cryptocurren
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Veteran bond investor Scott Colbert warns that corporate bond prices are too high, the risk-reward is no longer reasonable, and investors should not be overly greedy.
Scott Colbert, head of fixed income at Commerce Bank, said that while he expects the economy to accelerate in the coming months, corporate debt has become too expensive, with an extremely low toleranc
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Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
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Jim Cramer Calls Micron, Western Digital, and Two Other Memory Chip Stocks "Indispensable," Says Investors "Can't Miss" Them as AI Demand Soars
The financial commentator pointed out that AI is driving storage chip stocks to soar, quoting Elon Musk's view that "memory has become the bottleneck." Cramer believes that although the storage chip m
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Billionaire David Tepper's Appaloosa Management Increased Holdings in Amazon, Meta, Google, and NVIDIA Stocks in Q2
Billionaire investor David Tepper's Appaloosa Management aggressively increased its holdings in "Magnificent Seven" stocks such as Amazon, Meta Platforms, Google, and NVIDIA during the second quarter.
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Macro
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MVL Mobility Ecosystem and Kleros Dispute Resolution: New Explorations in Blockchain Applications
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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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TZC Coin Analysis: TrezarCoin's Current Status and Market 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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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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