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Sands Capital stated in its Q2 2026 investor letter that TSMC (TSM) remains a critical bottleneck in cutting-edge semiconductor manufacturing, and its manufacturing leadership, pricing power, and strategic position in the AI supply chain are expected to support long-term growth.
Sands Capital noted that TSMC's Q1 2026 revenue met expectations, gross margin exceeded expectations, and guidance implied continued strong performance throughout the year. The company remains the sca
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Saudi Arabia's new oil route adds $5/barrel cost to bypass Hormuz and Bab el-Mandeb, deemed 'worth it' for supply reliability
The detour, which involves moving crude west across Saudi Arabia to Yanbu, then north through the Red Sea to Egypt, across the SUMED pipeline, and finally sailing around the Cape of Good Hope to Asia,
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NYU教授Aswath Damodaran称微软、亚马逊、Meta和谷歌“集体过度投资”AI，称其为“赌博而非投资”
被誉为“估值院长”的纽约大学斯特恩商学院教授Aswath Damodaran表示，微软、亚马逊、Meta和谷歌等科技巨头在人工智能领域“集体过度投资”，这更多是出于对落后的恐惧，而非清晰的盈利路径。他指出，这四家公司今年的资本支出合计可能高达7450亿美元，其中大部分增长由AI基础设施驱动，但他担忧这些公司尚未阐明明确的AI商业模式，并质疑这些巨额投资能否带来足够的回报。
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Goldman Sachs Chief Economist Jan Hatzius said upcoming inflation data will be more important to the Federal Reserve than employment figures, and he expects inflation to continue to slow.
Goldman Sachs Chief Economist Jan Hatzius said upcoming inflation data will be more important to the Federal Reserve than employment figures, and he expects inflation to continue to slow.
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Iranian Deputy Foreign Minister Gharibabadi Says Gulf Security Must Be Ensured by Regional Countries, Without Foreign Intervention
Iranian Deputy Foreign Minister Gharibabadi Says Gulf Security Must Be Ensured by Regional Countries, Without Foreign Intervention
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Doximity's stock skyrockets 50% on medical AI excitement
While one analyst thinks Doximity has a compelling AI opportunity, another worries that the company could cannibalize its core business of medical networking.
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Billionaire Bill Ackman's Pershing Square holds a 15% stake in Microsoft, valued at $2.4 billion.
Bill Ackman's Pershing Square fund has allocated approximately 15% of its portfolio to Microsoft, a stake valued at $2.4 billion. Ackman believes the market undervalues Microsoft's AI strategy and its
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The White House has submitted several personnel nominations to the Senate, including Assistant Secretary of Transportation and ambassadors to multiple countries.
The White House has submitted several personnel nominations to the Senate, including Assistant Secretary of Transportation and ambassadors to multiple countries.
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NY Fed: US Consumers' Inflation Expectations for July Show Little Change
The Federal Reserve Bank of New York's latest Survey of Consumer Expectations report indicates that Americans' outlook for inflation in July was largely unchanged from the prior month. Consumers now e
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Atlassian股价飙升34%，Twilio上涨27%，Cloudflare上涨9%，软件股因强劲业绩和上调展望而大涨
Atlassian、Twilio和Cloudflare在公布强劲的季度业绩并上调增长展望后，股价分别飙升34%、27%和9%。其中，美国银行将Atlassian评级上调至“买入”，目标价上调至175美元；高盛将Cloudflare目标价上调至389美元；美国银行也将Twilio目标价上调至270美元。此外，弱于预期的7月就业报告降低了9月加息预期，为科技成长股提供了有利的市场背景。
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Maine's pension deduction is reduced dollar-for-dollar by Social Security received, potentially increasing state tax on other retirement income.
While Maine exempts Social Security benefits from state income tax, its pension income deduction, capped at $49,824 per person for 2026, is directly offset by the amount of Social Security benefits re
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Hungary's Prime Minister stated that drought and nuclear power plant shutdowns would have a "huge" impact on the economy, with weather-related losses expected to exceed 500 billion forints by 2026.
Hungarian Prime Minister Peter Magyar said the country is facing a drought in its agricultural heartland and a potentially prolonged disruption to nuclear power production, which will have a "huge" im
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International gold prices have surged by $300 in a few days; analysis suggests it's experiencing a short squeeze and the rally may be far from over.
Wallstreetcn analysis points out that within just a few trading days, international gold prices have surged by approximately $300, completely reversing the previous volatile consolidation pattern. The
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More retirees are replacing individual dividend stocks with low-cost income ETFs, citing reduced concentration risk and monitoring burden
The shift is driven by a desire for reliable income and capital preservation without active management, as ETFs like Schwab US Dividend Equity ETF (SCHD) offer professional dividend screening and auto
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U.S. Cyclospora Outbreak Sickens Over 10,000, Foodservice Industry Impacted, Restaurant Stocks Under Pressure
U.S. Cyclospora Outbreak Sickens Over 10,000, Foodservice Industry Impacted, Restaurant Stocks Under Pressure
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Fed's Barkin: Doesn't think there is wage inflation right now.
Fed's Barkin: Doesn't think there is wage inflation right now.
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U.S. Congresswoman April McClain Delaney disclosed up to $1.4 million in new stock trades, focusing on AI and nuclear companies
U.S. Congresswoman April McClain Delaney disclosed up to $1.4 million in new stock trades, focusing on AI and nuclear companies. Delaney, a member of the House Science, Space, and Technology Committee
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Claude AI Adds Biotech Pharvaris (PHVS) and AI Chipmaker Micron Technology (MU) to Portfolio, Both Also Hedge Fund Favorites
Claude AI recently added Pharvaris NV (NASDAQ: PHVS) with a 4% position and Micron Technology Inc (NASDAQ: MU) with a 6% position to its simulated portfolio. Pharvaris, a biotech company, has a key dr
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Tether expands its tokenization business to Saudi Arabia, focusing on institutional real estate assets
Stablecoin issuer Tether plans to grow its real-world asset tokenization offerings by bringing institutional-grade real estate assets on-chain in Saudi Arabia. The company's "Hadron" platform will pro
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Caterpillar (CAT) Reports Record $20.54 Billion Revenue and $8.17 Adjusted EPS, Beating Estimates, with AI Data Center Construction Emerging as Key Demand Driver
建筑设备巨头卡特彼勒公布了本季度最强劲的财报之一，收入达到创纪录的205.4亿美元，调整后每股收益为8.17美元，远超华尔街预期。公司股价在8月4日跳涨约10%。首席执行官Joe Creed表示，强劲的订单率和不断增长的积压订单反映了其三大主要业务领域的广泛增长势头，其中AI数据中心建设已成为重要的需求驱动力。这表明AI投资热潮正从芯片制造商扩展到提供基础设施的工业公司。
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FED'S BARKIN: MAY BE MOVING INTO A WORLD OF GREATER INSTABILITY
FED'S BARKIN: MAY BE MOVING INTO A WORLD OF GREATER INSTABILITY
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Billionaire investors Bill Ackman, David Tepper, Li Lu, and Warren Buffett converged on Amazon, Alphabet, and Uber in Q1 2026, drawn by their high-ROE platform businesses with AI optionality
According to Q1 2026 13F filings, Bill Ackman's Pershing Square held Amazon at 17.4% and Uber at 15.7% of its portfolio. David Tepper's Appaloosa added to both Amazon (15.2%) and Uber (7.7%). Li Lu's
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BlackRock's Rick Rieder says the firm is being 'as boring as possible' in bonds
BlackRock's Rick Rieder says the firm is being 'as boring as possible' in bonds
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Hassett says Trump and Warsh talk about the economy 'all the time', and he's sure Trump doesn't give Warsh advice on interest rates.
Hassett says Trump and Warsh talk about the economy 'all the time', and he's sure Trump doesn't give Warsh advice on interest rates.
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Copper Holds Above $14,000 as Traders Assess US Treasury Action
Copper Holds Above $14,000 as Traders Assess US Treasury Action
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Ether jumps 18% to $2,250 as Bitcoin tops $69,000 in broad crypto rally
The rally saw nearly $1.4 billion of short positions wiped out, with every major cryptocurrency except Tron posting double-digit weekly gains. This surge followed the US Treasury doubling its bond buy
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Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
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LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
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Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
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China's AI Boom Shifts Investor Focus to Star 50 Index
Investors are increasingly looking to China's Star 50 index to track the country's hottest companies, moving away from traditional stock indexes.
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Vistra executive Pamela Chung says Hong Kong sees opportune time for advancing IPO connect scheme, which would allow mainland investors access to IPOs
The scheme is expected to enable better price discovery and expand the investor capital pool to better match the city’s large IPO pipeline.
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Russian missile strike on Kyiv kills 3 and wounds 20, collapsing a residential building
Russia launched a large ballistic missile attack on the Ukrainian capital, Kyiv, killing at least three people and wounding 20 others, with 14 of the wounded hospitalized. The strike caused a nine-sto
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India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
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Chinese government bond yields remain low, defying global surge and boosting their diversification appeal, strategists say
Chinese government bond yields have edged down in recent months, contrasting with the multi-decade highs seen in the U.S., Japan, and U.K. benchmarks. Strategists from Invesco, UBS GWM, and Saxo attri
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RBI Governor Malhotra Says Net Short Dollar Position 'Very Manageable'
Reserve Bank of India Governor Sanjay Malhotra stated that the central bank's net short forward-dollar position remains "very manageable," citing earlier liquidity swaps and recent measures to bolster
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<p>Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump</p>
Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump
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India's Market Regulator Bans JPMorgan Unit from Capital Market Over Alleged Manipulation in New Share Price Discovery System
India's market regulator has banned a Mauritius-based unit of JPMorgan Chase & Co. from its capital market over alleged manipulative trading in the nation's newly introduced auction-based system for s
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JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
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Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
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Nearly 270,000 Israelis left the country in three years, sparking expert warnings of an 'emigration tsunami' reshaping Israel's future.
A Tel Aviv University study, drawing on Central Bureau of Statistics data, found that approximately 270,000 Israelis have emigrated over the past three years. Experts warn this exodus, driven by polit
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Trump proposed reviving the Keystone XL pipeline
The proposal comes as the bilateral relationship between the US and Canada has significantly soured since the project was first put forward two decades ago.
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Japan's 20-year bond auction on Thursday to test demand as global yields surge
Japan's 20-year bond auction on Thursday to test demand as global yields surge
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Donald Trump announces "most crushing economic operation ever taken against any country" targeting Iran, warns allies providing lifeline will face "tremendous economic consequences"
In a statement on Truth Social, Trump declared this would be "Economic Warfare and Isolation on an unprecedented scale," asserting Iran's military and currency are in ruins, and reiterated that "Iran
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Democratic Sen. Gallego Says Congress Can Still Pass Clarity Act Crypto Bill Despite Ethics Talks Stall
Democratic Senator Ruben Gallego stated that Congress can still "land this plane" on the Clarity Act crypto bill, even as concerns grow over an unfinished ethics deal.
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Australia 'outraged' by Israel's decision not to prosecute over aid worker's killing, to summon ambassador
Australia's Foreign Minister Penny Wong expressed "outrage" over Israel's decision not to prosecute those responsible for the death of Australian aid worker Zomi Frankcom, who was killed in a Gaza air
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OpenAI introduces 'Private Safety Processing' to monitor misuse without retaining customer data, aiming to surpass Anthropic's 30-day data retention policy
OpenAI is previewing a new service to select customers that uses an automated system to watch for potential abuse while simultaneously retaining none of the customer's data. This move is seen as a dir
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Chip stocks were under pressure and fell on Wednesday, with Dell and Seagate seeing significant declines; analysts remain optimistic about the future market.
Semiconductor stocks faced renewed pressure on Wednesday (August 19) as the AI trade lost some of its luster and investors rotated into other areas of the market. Among them, server manufacturer Dell
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Hyundai Motor Group to invest $6bn in 'Saemangeum AI Valley' as it bets on physical AI to evolve beyond automobiles
Hyundai Motor Group to invest $6bn in 'Saemangeum AI Valley' as it bets on physical AI to evolve beyond automobiles
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Macro
24H Trending
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What is CTK coin? CertiK project token and its investment value analysis
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What is iEthereum (IETH)? Its Market Status and Risk Analysis
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Nebius Group's Q2 AI cloud contracts saw estimated payback period shorten to ~1 year 10 months, down from a historical 2-3 years
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Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
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Analysis: SpaceX Stock Rebounds to Near IPO Opening Price After Pullback; Historical Data Suggests a Price Range of $100-$170 One Year Later
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PRANA Coin: Staking Equity Certificate of Nirvana Protocol and Its Market Status
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XMR (Monero) In-depth Analysis: Privacy Features, Recent Developments, and Future Prospects
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Future Trends and Challenges in Global Bitcoin Exchange Regulation
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US Mortgage Demand Stalled Last Week as 30-Year Fixed Rates Remained Unchanged at 6.77%, But Rates Have Started to Rise Again This Week
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South Korean Deputy PM Koo Yun-cheol Pitches Manufacturing and AI Edge to US Investors, Pledging Financial Market Reforms
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