Macro
-
Google's AI divisions undergo reshuffle; Chief Scientist Jeff Dean departs after 27 years to launch own company, while DeepMind CEO Demis Hassabis moves to chairman role
谷歌周三宣布,其人工智能部门正在进行重组。首席科学家杰夫·迪恩在公司任职27年后离职,将创办自己的公司,谷歌将对其进行投资。此外,谷歌DeepMind首席执行官德米斯·哈萨比斯将转任该部门主席,DeepMind首席技术官科雷·卡武库奥卢将接管人工智能部门的日常领导工作,并负责开发下一代AI模型Gemini 4。
-
The White House stated that the Donald Trump administration achieved significant success in Nevada, attracting massive investments such as $600 billion from Apple and $340 billion from Amazon.
The White House announcement stated that since President Donald Trump returned to office, his administration and Republican leadership have delivered several significant achievements for Nevada. These
-
S&P 500 surges over 6% in past five days, marking its biggest gain since last year's tariff tantrum.
The rapid comeback follows a challenging period for high-flying momentum names, with the iShares Semiconductor ETF (SOXX) having fallen 21.2% in July, its largest monthly drop in over 20 years. Goldma
-
Major hedge funds including Citadel, Point72 and Two Sigma were targeted in a wave of attempted cyberattacks using AI-powered voice phishing; Two Sigma stated it successfully blocked the att
Cybersecurity experts warn that AI is making large-scale attacks cheaper and easier, raising risks across the financial industry.
-
Bank of America says S&P 500 has hit its 2026 target of 7,741, with technical indicators suggesting a potential rally extension towards 8,000-8,541
Bank of America (BOFA) stated that the S&P 500 has reached its 2026 target of 7,741. Technical indicators suggest the rally could extend towards 8,000, 8,234, and potentially 8,541. The bank identifie
-
24/7 Wall St. analysts gave onsemi (ON) a "buy" rating with a price target of $115, expecting its AI data center revenue to double by 2026.
Analysts have set a price target of $115.02 for ON Semiconductor (ON), implying a 43.05% upside from its current price of $80.40, with a 90% confidence level. This rating is based on the company's pro
-
Wells Fargo CEO Charlie Scharf states AI will eliminate tens of thousands of jobs at the bank, but remains optimistic about consumer strength
Scharf noted that while the bank's headcount has already decreased by 79,000 since he joined due to restructuring, AI automation will lead to a separate wave of significant job reductions. Despite thi
-
Nextech3D.ai partners with F2B Services to expand AI-powered event technology business
The partnership aims to combine Nextech3D.ai's expertise in artificial intelligence and event technology with F2B's capabilities in LED display systems. They will collaborate on LED display installati
-
Municipal-bond market on pace for third straight record year of issuance
While geopolitical and monetary policy concerns have pushed global nominal yields higher, municipal bond technicals remain strong, helping the market easily digest record issuance. Nisha Patel, Senior
-
Yahoo Finance analysis suggests Bitcoin could reach new highs in next three years, citing upcoming halving and potential Fed rate cuts
An analysis published on Yahoo Finance (originally by The Motley Fool) projects that Bitcoin could reach new highs over the next three years. The report notes Bitcoin's current price at approximately
-
Uber (UBER) Q3 booking guidance misses expectations, stock falls 4%; CEO bets on robotaxis to drive overall business growth
Uber announced its second-quarter results, with bookings and profit exceeding expectations. However, its third-quarter gross bookings guidance of $58.25 billion to $60.25 billion, with a midpoint of $
-
NVIDIA Reports Q2 Revenue of $81.6 Billion, Up 85% YoY, With B200 Systems Sold Out, Yet Stock Sits 28% Below 52-Week High
英伟达(NVIDIA)公布第二季度营收达816.15亿美元,同比增长85.23%,其B200系统已全部售罄。尽管业绩强劲,公司股价目前为211.94美元,较52周高点236.26美元下跌约28%。CEO Jensen Huang表示,AI工厂的建设正以非凡速度加速。分析师共识目标价为302.83美元,认为英伟达股价有望在2027年前达到300美元,这需要41.5%的涨幅。
-
Yellen stated that inflation remains a key challenge, the U.S. labor market is performing well, and the Middle East conflict has a limited economic impact.
Former US Treasury Secretary and Federal Reserve Chair Janet Yellen stated that the US labor market is functioning well and is no longer overheating to the point of fueling inflation. She added that s
-
Singapore's MAS states its anti-money laundering platform COSMIC has enhanced banks' ability to detect illicit fund flows, with expansion to more major banks and broader scope planned within
Singapore's Monetary Authority (MAS) stated in a parliamentary reply that its Collaborative Sharing of Money Laundering/Terrorism Financing Information & Cases (COSMIC) platform has enhanced participa
-
Singapore's MAS reports 37 licensed virtual asset service providers (VASPs) from nearly 300 applications, emphasizing stringent regulation and FATF recognition for its robust framework.
In a written reply to a parliamentary question on August 5, Singapore's Deputy Prime Minister and Chairman of MAS, Gan Kim Yong, stated that the Monetary Authority of Singapore (MAS) has licensed 37 D
-
Monetary Authority of Singapore: Has not received feedback from banks requiring businesses to have a physical commercial office when applying for accounts
Ravi Menon, Chairman of the Monetary Authority of Singapore (MAS) and Minister for Trade and Industry, stated in a written response to a parliamentary question that MAS has not received feedback from
-
Singapore's MAS outlines principles-based approach to agentic AI in financial services, with AI Risk Management Guidelines to be finalized soon
The Monetary Authority of Singapore (MAS) stated in a parliamentary reply that it is adopting a principles-based approach to guide safe and responsible AI adoption, including for agentic AI. MAS publi
-
Amazon's Zoox to launch paid robotaxi service in Las Vegas on August 10
Zoox, a subsidiary of Amazon, announced it will begin offering paid robotaxi rides in Las Vegas starting August 10. This marks the company's first commercial market launch, following less than a year
-
Vanguard International High Dividend ETF (VYMI) cited as potentially 'most underrated investment' of 2026, outperforming S&P 500 with 3.5% yield and 0.07% fee
An analysis suggests the Vanguard International High Dividend ETF (NASDAQ: VYMI) could be the most underrated investment of 2026. The $19.5 billion ETF, which turned 10 in February, has reportedly out
-
Brazil's Lula Calls Trump Administration's Move on Brazilian Ambassador Visa 'Irresponsible'
Brazil's Lula Calls Trump Administration's Move on Brazilian Ambassador Visa 'Irresponsible'
-
The U.S. Treasury maintained the size of its quarterly bond sales but raised its borrowing estimate for the current quarter to $739 billion.
The U.S. Treasury Department on Wednesday released its quarterly refinancing statement, maintaining the auction sizes for future bills and coupon-bearing Treasury notes, in line with market expectatio
-
Tesla and SpaceX have collectively lost $1.19 trillion in market value since June, with SpaceX's stock price falling by 40% and Tesla's by nearly 20%.
Reportedly, Tesla and SpaceX have seen their combined market capitalization evaporate by $1.19 trillion since June, falling from $3.94 trillion to $2.75 trillion. Of this, SpaceX's market cap has plum
-
Market and Wall Street's outlook on the Federal Reserve's September interest rate decision is divided, with Kalshi showing the probabilities of a pause and a 25 basis point hike both close to 50%.
Specifically, data from the prediction platform Kalshi shows that the probability of the Federal Reserve maintaining interest rates in September is 49%, the probability of a 25 basis point hike is 47%
-
Nigeria Tightens Rules on Virtual Assets to Boost Tax Revenue
The move aims to crack down on tax evasion and boost revenue from one of the world’s largest crypto markets.
-
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
-
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
-
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
-
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.
-
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.
-
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
-
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
-
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.
-
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
-
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.
-
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
-
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
-
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
-
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,
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
- No data
Macro
24H Trending
-
1
With US PCE inflation remaining high, can Bitcoin continue to serve as an inflation hedge amid risk re-evaluation?
-
2
DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
-
3
TZC Coin Analysis: TrezarCoin's Current Status and Market Analysis
-
4
SX Network (SX) Token Analysis: Value, Applications, and Investment Considerations
-
5
2024 Virtual Currency Exchange Platform Ranking Review and Cross-Platform Trading Analysis
-
6
Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
-
7
Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
-
8
Riskier AT1 Debt Is Most Stable in This Upside-Down Bond Market Amid Latest Convulsions
-
9
US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
-
10
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.
Markets Today
Recommended Reading





