Macro
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Experts warn US-Iran conflict and Hormuz Strait deadlock could last for months, disrupting global oil and gas exports
The conflict between the United States, Israel, and Iran, which began on February 28, has re-escalated after a truce signed on June 17 collapsed. The Strait of Hormuz, a strategic chokepoint, is centr
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Al Jazeera analysis: The long-standing pact between Israel's government and military has broken down due to prolonged conflict
A recent analysis by Al Jazeera suggests that nearly three years after the October 7 attacks, the relationship between political authority and military judgment in Israel has been upended. The comment
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Michael Saylor retweeted a post quoting him on using ChatGPT with lawyers and bankers to design financial products, which he stated resulted in $15 billion in credit sales.
Michael Saylor retweeted a post quoting him on using ChatGPT with lawyers and bankers to design financial products, which he stated resulted in $15 billion in credit sales.
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NVIDIA joins over 200 organizations in signing "Open Weights and American AI Leadership" letter, advocating for an open AI ecosystem across all sectors.
In July, NVIDIA signed an open letter alongside more than 200 companies and organizations, arguing that AI leadership should be measured by the reach of an open ecosystem into every sector, rather tha
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Marvell Technology's stock price plummeted 37% in July due to doubts about the return on AI spending and a ratings downgrade.
Marvell Technology (NASDAQ: MRVL) shares fell 37% in July, primarily due to increasing investor skepticism about the return on investment from artificial intelligence (AI) spending, leading to a broad
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SoftBank borrowed $10 billion from several banks using its OpenAI stake
SoftBank Group said on Thursday it has borrowed $10 billion from a syndicate of banks including Goldman Sachs, JPMorgan Chase, Apollo, Mizuho Securities, and Sumitomo Mitsui, using its stake in OpenAI
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Oklo small modular reactor achieves criticality, realizing self-sustaining nuclear chain reaction, marking an important milestone in nuclear technology development.
Oklo announced that its small modular reactor (SMR) has achieved criticality, successfully sustaining a nuclear chain reaction. This milestone supports U.S. efforts to accelerate next-generation nucle
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Ex-Spotify Employees' AI Startup Malachyte Raises $10M Seed Round to Bring Recommendation Tech to E-commerce
Malachyte, founded by former Spotify employees Sidd Motwani, Ian Anderson, and Shivaditya Sinha, secured the funding to scale distribution and hire more product and commercial leaders. The company's p
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AI lab Mirendil signs multi-year, over $100 million partnership with Google Cloud to expand compute infrastructure with Google TPUs and NVIDIA GPUs for self-improving AI research
The protocol is designed to provide hashrate support for Mirendil's self-improving AI system to accelerate scientific discovery and AI development. Benham Neyshabur, co-founder and CEO of Mirendil, st
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Analysis identifies five high-yield dividend stocks (5%-7%) as August bargains, including Altria and Comcast, following earnings misses or weak guidance.
The analysis suggests these stocks, which also include Pfizer, present compelling entry points for income investors. Altria (MO) offers a 6.24% dividend and dipped after its Q2 2026 adjusted EPS of $1
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Columbia Threadneedle Total Return bond portfolio manager Edward Al-Hussainy says there's no break on the move higher in the long end of the yield curve, as he examines numerous impacting fa
Columbia Threadneedle Total Return bond portfolio manager Edward Al-Hussainy says there's no break on the move higher in the long end of the yield curve, as he examines numerous impacting factors.
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JPMorgan Says Hyperliquid ETF Inflows Stalled in July and August Amid Mounting Competition
JPMorgan analysts noted that after leading non-Bitcoin crypto ETF inflows in May and June, demand for Hyperliquid funds faded in July and early August. The bank attributes this to growing concerns ove
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Fiserv's stock drops after cutting full-year organic revenue growth forecast to negative 1% to flat, down from prior positive 1% to 3%.
The financial-services company, which provides payment-processing and banking tools, acknowledged that its organic revenue growth could turn negative for 2026.
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Europe's Hydropower Reserves Shrink Due to Summer Heatwaves and Droughts, Threatening Higher Electricity Prices for Months
Europe's Hydropower Reserves Shrink Due to Summer Heatwaves and Droughts, Threatening Higher Electricity Prices for Months
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Antipodes Global Value Strategy increased its stake in Booking Holdings (BKNG) in Q2 2026, believing the market undervalues it.
The fund states that despite market concerns that AI agents might divert consumers and travel uncertainties arising from the Iran conflict, Booking Holdings, as a leading online travel agency, has cor
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Google Maps' "Ask Maps" feature adds agent capabilities, supporting food ordering, hotel booking, and finding event tickets
Google announced that its Maps app's "Ask Maps" feature will gain a series of new agent capabilities, including ordering food, booking hotels, and finding event tickets. Additionally, the feature will
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US preliminary 2Q labor productivity rises 1.4% Q/Q, exceeding estimates of +0.6%.
US preliminary 2Q labor productivity rises 1.4% Q/Q, exceeding estimates of +0.6%.
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U.S. initial jobless claims for the week ending August 1 increased by 1,000 to 199,000, lower than the expected 204,000; continuing jobless claims for the week ending July 25 increased by 24,000 to 1,801,000.
According to data from the U.S. Department of Labor, initial jobless claims for the week ending August 1 were 199,000, an increase of 1,000 from the previous week, and lower than the market expectatio
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Chinese camera maker Insta360 states surging chip costs from the AI boom are a bigger challenge than U.S. tariffs, as it expands in the American market.
Chinese camera maker Insta360 states surging chip costs from the AI boom are a bigger challenge than U.S. tariffs, as it expands in the American market.
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Pakistan's Prime Minister Shehbaz Sharif visits Saudi Arabia, seeking economic support and strengthening defense cooperation, as tensions escalate in the Gulf region.
Pakistan's Foreign Ministry stated that the two-day visit comes amidst escalating tensions in the Gulf region, and Pakistan hopes Saudi Arabia will increase financing and approve an extension of oil l
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Wall Street Bulls Flock to S&P 500 Calls as Rally Broadens
Traders are showing strong demand for options betting on further gains in the S&P 500 Index, a benchmark that for months had been overshadowed by its more volatile rival, the Nasdaq 100.
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Meta Platforms' Q2 free cash flow plummeted 91% to $784 million as AI spending surged to $30 billion.
Meta Platforms invested $30 billion in capital expenditures in the second quarter to pursue a leading position in artificial intelligence (AI), causing its free cash flow to plummet 91% year-over-year
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Hong Kong raises guaranteed coupon rate for its latest batch of Silver Bonds to 4.25%, up from 3.85% last year, with up to HK$50 billion (US$6.4 billion) on offer.
The 11th batch of three-year Silver Bonds, aimed at senior citizens, will go on sale from August 21, amid market expectations that the US Federal Reserve will raise interest rates later this year.
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U.S. stock futures were mixed: Dow and S&P 500 futures edged up, Nasdaq Composite futures fell, while SanDisk, Western Digital, and Datadog led losses due to poor earnings reports
Dow Jones Industrial Average and S&P 500 futures edged up in early trading on Thursday, while Nasdaq futures declined. Storage giants SanDisk and Western Digital, along with Datadog, were among the ma
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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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Meta significantly lags behind Google, Microsoft, and Amazon in AI market capitalization, while private AI competitor Anthropic's valuation may be approaching Meta's.
Meta is reportedly underperforming other tech giants in the AI market. The company's current market capitalization is approximately $1.39 trillion, significantly lower than Google ($4.19 trillion), Mi
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CoinDesk Analysis: Banks are putting deposits on-chain through a permissioned system, with JPMorgan Chase launching JPMD to meet privacy and compliance requirements
CoinDesk analysis indicates that banks are putting deposits on-chain, but are choosing permissioned systems over open ones to meet privacy and compliance requirements. For example, JPMorgan Chase has
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The Federal Reserve announced the termination of its enforcement action against Deutsche Bank AG and its U.S. operations.
The Federal Reserve announced on August 20 that it had terminated, on August 13, the consent cease and desist order against Deutsche Bank AG, DB USA Corporation, and Deutsche Bank’s New York branch th
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Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
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BNP Paribas' Guneet Dhingra Warns US Treasury's Unpredictable Debt Strategy Risks Higher Borrowing Costs, Citing a 'K-Shaped Bond Market'
Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, stated that the lack of predictability in the US Treasury’s debt management strategy could ultimately lead to increased borrowing costs, drawi
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Madison Large Cap Fund highlights Keysight Technologies (KEYS) in Q2 2026 letter, noting 31% revenue growth to $1.72 billion driven by AI use cases
In its second-quarter 2026 investor letter, Madison Large Cap Fund stated that Keysight Technologies, Inc. (KEYS) reported strong quarterly results and an even better outlook. The company's revenue gr
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Madison Investments: Google parent Alphabet's Q2 results were strong, with search revenue growing by double digits and cloud revenue up over 60%
Madison Investments noted in its Q2 2026 investor letter that Google parent company Alphabet (GOOG) was a major contributor to its performance, driven by strong results in its search and cloud busines
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Egypt maintains interest rates for fourth consecutive time as Iran war sees no end
Egypt maintains interest rates for fourth consecutive time as Iran war sees no end
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Madison Large Cap Fund: Intercontinental Exchange (ICE) Delivers Strong Performance, Misidentified by Market as an "AI Loser"
In its Q2 2026 investor letter, the Madison Large Cap Fund stated that Intercontinental Exchange (ICE), as an operator of leading financial exchanges and ancillary data products, delivered strong resu
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Survey Finds 56% of UK and Irish Payroll Professionals Use AI, With 24% Planning to Adopt
A survey by BrightPay, based on data from 296 industry practitioners, revealed that 56% of payroll specialists in the UK and Ireland occasionally use AI solutions, while an additional 24% intend to ad
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Societe Generale strategist Albert Edwards: Conditions are ripe for a market "accident," but soaring bond yields themselves won't trigger it.
Edwards, known for his pessimistic views, pointed out that rising bond yields make stock investors more vulnerable to bad news, such as a decline in overly optimistic sentiment about profits.
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On the eve of the US midterm elections, the controversy surrounding AI data centers has become a focal point for both parties, with the Governor of Pennsylvania signing an executive order for stringent development standards.
As the US midterm elections approach, the controversy surrounding AI data centers is becoming a bipartisan concern. Pennsylvania Governor Josh Shapiro signed an executive order on Tuesday, setting str
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ETF Market Sees Over $1 Trillion Inflows in 2026, On Track for 'Triple Crown' With Record Launches and Trading Volume
ETF Market Sees Over $1 Trillion Inflows in 2026, On Track for 'Triple Crown' With Record Launches and Trading Volume
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Chainlink's McCormick: AI Agents and Robots to Drive Blockchain Transactions
Chainlink Chief Strategy Officer Johann McCormick expects a multi-chain future as artificial intelligence (AI) lowers the cost of creating new blockchain networks, increasing the need for interoperabi
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Donald Trump announced that James Braid, Director of White House Legislative Affairs, will depart in September.
Donald Trump posted on Truth Social that James Braid, Director of Legislative Affairs for the White House, will be leaving in September. Donald Trump praised James Braid's achievements in Congress, in
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San Francisco Federal Reserve President Daly stated that the Federal Reserve's policy is in a good state.
She responded to the recent bond sell-off and suggested that the U.S. Treasury market is signaling that monetary policy is in a good place.
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Bitdeer signs $400M AI cloud computing deal for Malaysia facility, expects revenue by early 2027 and aims for 350MW capacity by 2028
Bitdeer signs $400M AI cloud computing deal for Malaysia facility, expects revenue by early 2027 and aims for 350MW capacity by 2028
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BNP Paribas Asset Management manager Huynh: U.S. Treasury buyback plan will fuel risk-taking
BNP Paribas Asset Management manager Huynh: U.S. Treasury buyback plan will fuel risk-taking
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Hypersonic missile startup Castelion completes $1 billion Series C funding at a $13 billion valuation.
The funding round was co-led by JPMorgan Chase's Strategic Investment Group, Andreessen Horowitz, and funds managed by Carlyle, comprising $800 million in equity financing and a $250 million revolving
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The S&P 500 index delivered a total return of 10.2% in the first half of 2026, and analysis indicates that historically, such performance usually presages positive returns in the second half of the year.
Yahoo Finance analysis indicates that since 1927, in 30 years where the S&P 500 index gained more than 10% in the first half, 23 of those years also recorded positive returns in the second half, a win
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Smart ring company Oura appoints first CIO and SVP of AI to expand AI health features and prepare for IPO
Oura has appointed Sanjay Chandra as its first Chief Information Officer (CIO) and Han Chiu as its first Senior Vice President of AI and Software Engineering. This move aims to strengthen its AI-drive
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Ideal Power Positions B-TRAN Semiconductor Technology to Address Growing Power Demands of AI Data Centers, Sales Funnel Exceeds $400 Million, and Relates to NVIDIA 800V Architecture Opportunity
The company is advancing B-TRAN prototype development to meet the growing demand for solid-state circuit protection in AI data centers, energy infrastructure, and automotive applications. David Somo,
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Investors cut bets on US and UK rate rises as weaker economic data changes expectations, despite a rally in oil prices.
Investors cut bets on US and UK rate rises as weaker economic data changes expectations, despite a rally in oil prices.
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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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ALI Coin Value Analysis: The Use and Long-Term Investment Potential of Alethea AI Token
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Future Trends and Challenges in Global Bitcoin Exchange Regulation
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ONL Coin Analysis: On.Live and OneLink Project Status and Market Outlook
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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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Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
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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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