Macro
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Alphabet to raise up to $25 billion in new debt to fund aggressive AI spending
Alphabet is returning to the bond market for the third time in nine months, seeking to raise up to $25 billion. If successful, the move would bring the total fresh capital raised in less than a year t
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Amazon's 21% stake in Anthropic could be worth over $210 billion as the AI startup reportedly targets an IPO valuation of at least $1 trillion.
Amazon's 21% stake in Anthropic could be worth over $210 billion as the AI startup reportedly targets an IPO valuation of at least $1 trillion. The AI company, which was valued at $965 billion in its
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Analysis suggests NextEra Energy (NEE) is a safer way to profit from rising electricity demand, with its subsidiary Florida Power & Light (FPL) forecasting 8 GW large-load demand by 2032
The analysis highlights that AI is driving a surge in electricity demand, leading to renewed interest in nuclear power. It argues that investing in a broad utility company like NextEra Energy (NEE) of
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OpenAI argues in Apple trade secret lawsuit that Apple's own security measures were insufficient to protect its information, pointing out that Apple had allowed managers to access former engineers' iCloud accounts.
OpenAI argues in Apple trade secret lawsuit that Apple's own security measures were insufficient to protect its information, pointing out that Apple had allowed managers to access former engineers' iC
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Iran and Oman agree on new coordinates for ships to pass through the Strait of Hormuz
Iran and Oman agree on new coordinates for ships to pass through the Strait of Hormuz
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CoinDesk Analysis: EU MiCA Crypto-Asset Regulation Transition Period Ends, Its Framework May Become a Blueprint for Future US Regulation
CoinDesk, in its latest "Crypto for Advisors" newsletter, noted that the European Union's Markets in Crypto-Assets (MiCA) regulation fully came into effect on July 1, 2026, marking the end of the tran
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Kalshi traders assign 66.9% probability of S&P 500 hitting 8,000 in 2026
Kalshi traders now assign a 66.9% probability that the S&P 500 reaches 8,000 in 2026, after the index rallied more than 5% in four sessions. The S&P 500 is currently just 3.6% below this milestone. Th
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Bronte Capital's Q2 2026 investor letter expresses concern that AI could bypass Google Search, threatening Alphabet's core ad revenue
In its letter, the investment management company highlighted that a future where people query computers via AI, especially voice-controlled AI, could bypass traditional search engines. This scenario w
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Small caps have quietly outperformed the S&P 500 and 'Magnificent 7' this year, with the Russell 2000 gaining 20.7% compared to the S&P 500's 12.8% and hitting a record 3,000 on Wednesday.
The Russell 2000 index's year-to-date return of 20.7% has surpassed the S&P 500's 12.8% gain, benefiting from profit-taking in larger growth stocks. RBC Capital Markets' Lori Calvasina noted that smal
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BNP Paribas Sees Gold Hitting $5,000 Within 12 Months, Citing Trump's Fed Pressure and Dollar Weakness
The bank's wealth management division forecasts over 20% upside from current levels, projecting a 3.5% decline in the dollar over the same period. This outlook is also supported by World Gold Council
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Musk Retweets Tesla Post: Tesla to Build Terafab in Grimes County, Texas, Aiming to Be World's Largest Chip Manufacturing Facility with Over 1 Terawatt of Computing Power Annually
Musk Retweets Tesla Post: Tesla to Build Terafab in Grimes County, Texas, Aiming to Be World's Largest Chip Manufacturing Facility with Over 1 Terawatt of Computing Power Annually
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S&P 500股息收益率跌至历史低点,退休投资者寻求股息收入面临挑战
随着股市飙升,标普500指数的过去12个月股息收益率已降至略高于1%的历史低点,这使得依赖稳定现金流覆盖日常开支的退休投资者在股市中寻求收入变得更加困难。
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U.S. Rep. Ted Lieu urges passage of 'AI Kill Switch Act' this year, citing ongoing rogue AI agent hacks by OpenAI, Anthropic, and Meta models
Lieu, a co-author of the bill, stated that these incidents, including OpenAI breaching Hugging Face and other AI models hacking companies during cybersecurity testing, underscore the urgency. The bill
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Berkshire Hathaway's new CEO Greg Abel sold 15 stock positions initiated by Warren Buffett in his first quarter, including Visa, Mastercard, and Amazon, signaling a shift away from dividend
Analysis suggests that Abel's moves, which also included opening new positions in stocks like Alphabet and Delta Air Lines, indicate a willingness to divest from holdings—whether winners or losers—for
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Dell Technologies Stock Testing Breakout, Poised to Enter New Buy Zone on AI Partnerships With NVIDIA, Microsoft, AMD, Analysts Say
Analysis indicates that Dell Technologies (DELL) continues to benefit from the artificial intelligence boom through its partnerships with companies such as NVIDIA, Microsoft, and AMD. Currently, Dell'
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U.S. Military: Aware of North Korea Missile Launch, Consulting with Allies
U.S. Military: Aware of North Korea Missile Launch, Consulting with Allies
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Conestoga Capital Advisors believes Tyler Technologies (TYL) maintains a strong long-term growth outlook, viewing AI disruption concerns as overstated
In its Q2 2026 investor letter, asset management firm Conestoga Capital Advisors highlighted Tyler Technologies, Inc. (NYSE:TYL), a software and technology solutions provider for the public sector. Th
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Nebius Group股价过去一年飙升近298%,但已从6月高点回落26%,分析认为其估值已显溢价
Yahoo财经分析指出,Nebius Group (NASDAQ: NBIS) 股价在过去一年中飙升近298%,但已从6月创下的历史收盘高点回落约26%。该公司第一季度营收同比增长684%至3.99亿美元,核心AI云营收增长841%至3.90亿美元,并预计2026年营收将在30亿至34亿美元之间。尽管与微软和Meta Platforms签订了重大协议并获得英伟达20亿美元投资,但该分析认为,Neb
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Analysts believe Nvidia stock's post-earnings reaction on Aug. 26 is likely to be muted or slightly negative, as the market has adapted to its strong performance
Yahoo Finance analysis suggests that despite Nvidia's strong financial results, its stock has not seen a significant post-earnings surge in its last five quarterly updates. The market appears to be ac
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Colombia Peso Defies Central Bank Bid to Halt Carry-Fueled Rally
The Colombian peso continues to be the best performing currency in emerging markets, as investors disregard the central bank’s attempts to slow its rally and instead prioritize its carry appeal.
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DeepSeek resumes fundraising, seeking $8 billion at a $74 billion valuation
DeepSeek resumes fundraising, seeking $8 billion at a $74 billion valuation
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CMBS investors are increasingly wary of debt issued by tech companies to fund AI investments, a trend Bloomberg terms the ‘Luddite Trade’
CMBS investors are increasingly wary of debt issued by tech companies to fund AI investments, a trend Bloomberg terms the ‘Luddite Trade’
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US June Wholesale Inventories Rose 0.2%, Below Expectations of 0.3% Increase
US June Wholesale Inventories Rose 0.2%, Below Expectations of 0.3% Increase
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Chinese AI startup DeepSeek invests $20.8 million (140.8 million yuan) in robot maker Unitree's Shanghai IPO, acquiring a 2.31% stake and agreeing to jointly develop AI models for humanoid m
Chinese AI startup DeepSeek invests $20.8 million (140.8 million yuan) in robot maker Unitree's Shanghai IPO, acquiring a 2.31% stake and agreeing to jointly develop AI models for humanoid machines.
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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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CFTC Chairman Rostin Behnam says crypto industry will get market structure rules even if Congress fails to pass legislation
Michael Selig, chairman of the U.S. Commodity Futures Trading Commission (CFTC), said on Thursday that the crypto industry will get market structure rules, whether or not Congress passes relevant legi
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<p>The U.S. Treasury Department proposed investment guidance for Donald Trump accounts, emphasizing low-cost investments</p>
The U.S. Treasury Department on Thursday released proposed investment guidance for Donald Trump Accounts, tax-deferred investment accounts for children designed to kickstart long-term savings. The pro
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BlackRock's Ronald Ratcliffe Explains Why Traditional Diversification Fails Wealth Managers Amid Macro Volatility
Ronald Ratcliffe, managing director and head strategist for portfolio analytics at BlackRock Aladdin, stated that traditional portfolio frameworks, developed during periods of stable inflation and dec
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Wall Street's Favorite Private Credit Trade Now Accessible to Regular Investors via Three ETFs, Offering Up to 11% Yields
VanEck BDC Income ETF (BIZD) and Putnam BDC Income ETF (PBDC) offer yields near 11%, while BondBloxx Private Credit CLO ETF (PCMM) provides roughly 6% monthly with less price volatility by investing i
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OpenAI CFO Sarah Friar stated that the company expects to go public in 2027, with a current valuation of $852 billion.
OpenAI CFO Sarah Friar revealed to employees on Wednesday that the company expects to go public in 2027, but the IPO could happen sooner if the business continues to grow. She emphasized that an IPO i
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Morgan Stanley: US AI Data Centers to Face 38 GW Power Shortfall by 2028, Industrial Stocks GE Vernova, Eaton, and Vertiv Expected to Benefit
Morgan Stanley estimates that US data centers will require approximately 68 gigawatts (GW) of power between 2026 and 2028, of which about 15 GW is already under construction and another 15 GW can be s
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Analysts expect a 3.4% increase in the U.S. Social Security cost-of-living adjustment (COLA) for 2027, the largest increase in four years.
Independent Social Security and Medicare analyst Mary Johnson predicts that U.S. Social Security recipients will receive a 3.4% cost-of-living adjustment (COLA) in 2027, which would be the largest inc
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Meta AI releases Mac app with built-in system-level dictation and the ability to analyze screen content and answer questions via the Muse Spark model.
The app supports dictation across all applications and allows enterprise users to connect their Instagram, Facebook accounts, Meta ad campaigns, and Google Workspace accounts to gain ad performance in
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Ukraine says it recently attacked Russia's Taneco oil refinery and a small oil terminal.
Ukraine said it recently attacked a major oil refinery (Taneco refinery) and a small oil terminal inside Russia. This attack comes as Russia faces a second wave of gasoline shortages.
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Bloomberg: Venezuelan officials negotiated oil deals with U.S. oil executives in Texas this week, but the process was opaque and rules uncertain.
Bloomberg: Venezuelan officials negotiated oil deals with U.S. oil executives in Texas this week, but the process was opaque and rules uncertain.
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Al Jazeera commented that the Israeli government is using "Islamophobia" tactics to gain support from the Western right-wing, in order to salvage its international standing.
Commentators suggest that the Netanyahu government is appealing to the Western right, which is increasingly receptive to its message, by stoking anti-Muslim sentiment. The article cites a study commis
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Elon Musk retweeted that Starlink has filed a new application in India for direct device connection services. Its Gen 2 proposal covers nearly 30,000 satellites and aims to connect mobile phones directly to Starlink satellites.
Musk retweeted a post from cb_doge, which cited a report from The Economic Times stating that Starlink has filed a new application in India for direct-to-device connectivity services. This Gen 2 propo
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Evercore ISI's Guha stated that the U.S. Treasury's increased bond purchases would not affect the Federal Reserve's September interest rate decision, although it would complicate the work of Federal Reserve Chairman Kevin Warsh.
Evercore ISI's Guha stated that the U.S. Treasury's increased bond purchases would not affect the Federal Reserve's September interest rate decision, although it would complicate the work of Federal R
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KKR Data Center Head in Focus for NVIDIA AI Chip Financing Deal
Some prominent Wall Street CEOs recently appeared alongside NVIDIA CEO Jensen Huang to promote a deal aimed at funding AI chips, with KKR's head of data centers drawing particular attention for his in
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UBS Chief Strategist Baweja Says Strong US Earnings Growth Will Push Stocks Higher Before Margin Pressure Becomes a Risk in 2027
UBS Group AG's chief strategist Bhanu Baweja noted that while strong US earnings growth should push stocks even higher, the outlook becomes less certain in 2027, with a risk that margins will come und
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CNBC survey shows US workers are divided on whether junior employees should use AI at work
CNBC and SurveyMonkey's quarterly AI and Jobs survey found that approximately 42% of respondents believe junior employees should use AI with clear guidance and limitations, 35% believe its use should
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Samsung Electronics expected to approve $72bn shareholder return program at Aug. 21 board meeting
Samsung Electronics is expected to approve a $72 billion shareholder return program at its board meeting on Aug. 21.
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<p>The Financial Times analysis points out that Donald Trump is losing the rare earths independence war.</p>
The Financial Times analysis points out that Donald Trump is losing the rare earth independence war, and his administration's rare earth program aimed at countering China is being undermined by ineffi
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Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
ExxonMobil Holdings Corp. has told Kazakhstan that the nation’s top oil field is already on the cusp of peak output and that its production will slump sharply in the coming decade.
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OKX Europe CEO Erald Ghoos says U.S. crypto rules could blow new life into the market amid a rotation of capital from AI back to bitcoin.
OKX Europe CEO Erald Ghoos says U.S. crypto rules could blow new life into the market amid a rotation of capital from AI back to bitcoin.
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CZ retweeted a post, responding for the first time to the reason for his imprisonment in the US: to take responsibility and not evade extradition privileges.
CZ retweeted @web3annie's tweet, publicly responding for the first time to his reasons for choosing to voluntarily go to prison in the US. He stated that when something goes wrong, one must take respo
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