Macro
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Marvell Technology (MRVL) Q2营收同比增长27.6%至24.2亿美元,数据中心收入增长27.2%,但净利润率降至1%,EPS下降80%至0.04美元
Marvell Technology (MRVL)公布最新季度财报,营收同比增长27.6%至24.2亿美元,其中数据中心收入增长27.2%至18.3亿美元,成为主要增长引擎。管理层上调了2027财年营收预测超5亿美元,2028财年预测上调约15亿美元至165亿美元,预计2027财年互联业务增长将超过70%。然而,公司净利润率降至1%,同比下降800个基点,每股收益(EPS)下降80%至0.04美元
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Billionaire investor Peter Andersen, who is shorting SpaceX, believes a potential Tesla-SpaceX merger would not be a solution and would make the situation "geometrically more complicated" du
Andersen, of Boston-based Andersen Capital Management, stated that adding Tesla's diverse operations to SpaceX's already complex segments (Starlink, rocket launches, AI infrastructure) would further c
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Bank of America's July Global Fund Manager Survey shows that 45% of respondents view the AI bubble as the biggest tail risk, up from 28% last month.
The ratio has replaced "second wave of inflation" as the top concern. The survey also points out that global semiconductor long positions are currently the most crowded trade in the market. Furthermor
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The Motley Fool analysis suggests investing in S&P 500 ETFs is a simple, low-risk path to becoming a stock market millionaire, citing the index's nearly 11% annualized gain since 1990.
The Motley Fool analysis suggests investing in S&P 500 ETFs is a simple, low-risk path to becoming a stock market millionaire, citing the index's nearly 11% annualized gain since 1990. The analysis hi
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Hungarian Central Banker Touts Benefits of Joining Euro Area
Hungary’s central bank renewed its support for the government’s efforts to meet conditions for joining the euro area, stating that it would benefit the country's economy.
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Coinbase CEO Brian Armstrong reposts his Chief Policy Officer Faryar Shirzad's post, citing former Defense Secretary Mark T. Esper's view that the Clarity Act is a national security bill and
Coinbase CEO Brian Armstrong reposted a post by his Chief Policy Officer Faryar Shirzad, which quoted former Defense Secretary Mark T. Esper stating that “The Clarity Act, now before the Senate, is no
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Victory Capital CEO's stock units vested after company shares hit first performance target, leading to sale of 58,056 shares for tax obligations
Victory Capital Holdings Inc. (NASDAQ: VCTR) Chairman and CEO David Craig Brown sold 58,056 shares on August 5, according to an SEC Form 4 filing. This disposition was due to tax withholding obligatio
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Trump says they are "low-keying it" with Iran, stresses Tehran's economic pain in Axios interview
Trump says they are "low-keying it" with Iran, stresses Tehran's economic pain in Axios interview
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Analysis suggests Shopify is poised to be the biggest winner in agency-model AI commerce, with AI-driven orders and traffic tripling year-over-year in Q2.
Yahoo Finance analysis indicates that Shopify is poised to become the biggest winner in agentic AI commerce by simplifying billions of products into an AI-ready database through its Shopify Catalog an
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Vanguard's S&P 500 ETF (VOO) offers the same portfolio as its mutual fund (VFIAX) but without the $3,000 minimum investment and avoids a ~$75 fee charged by some brokers like Fidelity for VF
The article highlights that VOO, an ETF, tracks the same S&P 500 index with identical holdings and nearly identical performance as the VFIAX mutual fund. VOO also features a slightly lower expense rat
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Berkshire Hathaway owns 22.5% of American Express, holding nearly 152 million shares as of March 31.
Berkshire Hathaway held nearly 152 million shares of American Express as of March 31, representing 22.5% of the company's outstanding shares. American Express's stock price has cumulatively risen by 1
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Investment analysis firm The Motley Fool points out that historical experience shows that investing in the S&P 500 index is currently the smartest strategy when the stock market may be facing a crash.
The Motley Fool analysis points out that current uncertainties such as slowing US economic growth, a cooling hiring market, and energy fluctuations have led many investors to worry about a potential s
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Former CIA staffers warn Trump is dismantling US guardrails, expressing deepening alarm about American democracy
Former CIA staffers warn Trump is dismantling US guardrails, expressing deepening alarm about American democracy
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Yahoo Finance article compares Vanguard Real Estate ETFs VNQ and VNQI, noting that VNQI offers a 4.68% dividend yield and international diversification.
The article analyzes that Vanguard Real Estate ETF (VNQ) focuses on the U.S. real estate market, with an expense ratio of 0.12% and a dividend yield of 3.51%. In contrast, Vanguard Global ex-U.S. Real
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The S&P 500 has notched 25 record highs so far in 2026, up 13.7% year-to-date, driven primarily by NVIDIA and Micron.
As of August 7, the S&P 500 has recorded 25 new all-time highs in 2026, achieving a total return of 13.7%, marking its seventh-best start to a year in 33 years. This rally has been primarily driven by
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Poll: 70% of Jewish Israelis concerned about integrity of Israel's upcoming October elections amid criticism of Netanyahu government.
President Isaac Herzog and opposition leaders have also raised concerns about potential political interference in the vote. The Netanyahu government has been accused of attempting to entrench its powe
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Investment firm Late Stage Capital allegedly sold a SpaceX investor's $300,000 shares without notice; ~100 investors filed SEC complaints
A data engineer, Ram Rupireddy, invested $17,250 in SpaceX shares through New Jersey-based Late Stage Capital in 2020, expecting his holdings to be worth approximately $300,000 by SpaceX's IPO in 2026
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U.S. retired couples aged 65 and over can withdraw approximately $47,500 tax-free from a traditional IRA in 2026, an opportunity most people do not utilize.
Under U.S. tax law, a married retired couple, both aged 65 or older, can withdraw approximately $47,500 from a traditional Individual Retirement Account (IRA) in 2026 without incurring federal income
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Microsoft stock sits 12% below its 52-week high after a record $450 billion one-day market value gain on July 30, driven by strong Q4 earnings and a 45% Azure growth forecast.
An analysis of similar record-breaking market value gains by other tech giants (Amazon, Apple, Meta, Nvidia) since February 2022 suggests the initial pop's size doesn't predict subsequent performance;
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Warren Buffett Donates $6 Billion in Berkshire Hathaway Stock to Family Foundations, Ending 20-Year Support for Gates Foundation
Warren Buffett Donates $6 Billion in Berkshire Hathaway Stock to Family Foundations, Ending 20-Year Support for Gates Foundation. This move marks the first time in two decades that Buffett has ceased
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Analysis highlights Vertiv (VRT) as a key beneficiary of the AI data center boom, citing its power and cooling solutions and strong revenue growth
An analysis points to Vertiv (VRT), a leader in power and cooling solutions for data centers, as an underappreciated player in the artificial intelligence (AI) boom. The company is addressing the elec
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Bank of America Warns Federal Reserve Communication Ambiguity Increases Economic Risks, Forecasts 75 Basis Point Rate Hike in 2026
Bank of America economists Aditya Bhave and Mark Cabana stated in a report that Federal Reserve Chairman Kevin Warsh's communication after the July 29 meeting was too vague and lacked clear guidance o
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Jeff Bezos filed to sell approximately 15 million Amazon shares worth about $4.07 billion, marking his second-largest single Form 144 filing by dollar value.
The filing, made through Morgan Stanley, follows Amazon reaching a $3 trillion market capitalization on August 3. This sale is Bezos's first major disposition since a previous program in mid-2025, whi
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Bloomberg investigation finds federal prosecutors dismissed or downgraded large number of felony assault cases during Donald Trump-era crime crackdown in Washington D.C.
A Bloomberg Law investigation found that federal prosecutors dismissed or downgraded a large number of felony assault cases, with only a few resulting in convictions, during the crime crackdown in Was
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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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White House: Ford Motor Company to move Lincoln production back to the U.S., while General Motors, Honda, and several other automakers also expand domestic production in response to Donald Trump's trade policies
The White House announced that Ford Motor Company declared it would move the production of Lincoln models back to the United States, gradually stop importing from China, and create thousands of new Am
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Al Jazeera reports displaced Lebanese watch southern Lebanon's 'pilot zones' from afar as Israel erases towns and villages
Al Jazeera's Ali Hashem reported on displaced Lebanese families observing their homes from a distance, as Israel continues to erase towns and villages in southern Lebanon's so-called 'pilot zones'.
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Saylor Retweets Bitcoin Magazine Post, Donald Trump Comments on US Plan to Accumulate Bitcoin
Michael Saylor retweeted Bitcoin Magazine's tweet stating that when asked if the U.S. plans to accumulate a large amount of Bitcoin, Donald Trump said it was "definitely discussed." He believes this "
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Experts say the USS Lincoln's predicament highlights the limitations of the U.S. Navy in a prolonged war with Iran.
According to Al Jazeera, the USS Abraham Lincoln aircraft carrier faced severe conditions during its record-breaking deployment, including crew morale issues, shortages of basic supplies, and maintena
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US envoy warns Israel's strike on a Syrian airbase could have sparked direct confrontation with Turkish forces
US envoy warns Israel's strike on a Syrian airbase could have sparked direct confrontation with Turkish forces
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CZ states he will be speaking at the SALT conference with Scaramucci in Jackson Hole, Wyoming, in about an hour.
CZ states he will be speaking at the SALT conference with Scaramucci in Jackson Hole, Wyoming, in about an hour.
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U.S. Treasury and IRS propose rules to restrict refundable tax credits for certain immigrants, potentially impacting millions
The proposed rules would classify the refundable portions of the adoption tax credit, child tax credit, American Opportunity tax credit, and earned income tax credit as "federal public benefits." This
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Trump Says Interest Rate System Doesn't Make Sense, Arguing Rates Go Up When Economy Does Well Instead of Coming Down
Trump Says Interest Rate System Doesn't Make Sense, Arguing Rates Go Up When Economy Does Well Instead of Coming Down
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The average bond yield in G7 countries rose to its highest level since 2008 in mid-August, as investors demanded higher compensation.
The average bond yield in G7 countries rose to its highest level since 2008 in mid-August, as investors demanded higher compensation. Reasons for investors to exit long-term sovereign debt include inc
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HYPE jumps 11% as Trump says CFTC is working to bring Hyperliquid to U.S.
HYPE jumps 11% as Trump says CFTC is working to bring Hyperliquid to U.S.
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Donald Trump has called on Congress to pass the crucial "Clarity Act" to establish a clearer regulatory framework for cryptocurrencies, a bill currently stalled in the Senate.
Donald Trump said on Wednesday at a White House event attended by major crypto industry players that passing the "Clarity Act" would keep the U.S. ahead in crypto innovation and unleash the next wave
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TrueCar CEO Scott Painter Warns US-Canada Trade Uncertainty Poses Greater Threat to Auto Industry Than Tariffs Themselves, Disrupting Manufacturers' Decision-Making
Painter stated that while automakers can almost price in any kind of risk if they have some stability, the "cagey, sort of back and forth" nature of trade uncertainty makes it very difficult, highligh
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Mark Walter pledges Guggenheim stake for multi-billion dollar loan
Mark Walter pledges Guggenheim stake for multi-billion dollar loan
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Southeast Asia IPO fundraising to double to US$3 billion in H1 2026, with Malaysia leading in both fundraising value and number of listings.
Southeast Asian stock markets raised US$3 billion through initial public offerings (IPOs) in the first half of 2026, doubling the amount from the same period last year. Among them, Malaysia ranked fir
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Google launches new AI-powered study tools across Search and Gemini, including interactive visuals, 3D simulations, and customized quizzes
The new features are part of Google's ongoing effort to position Gemini as the preferred AI assistant for students, intensifying its competition with rivals like OpenAI and various education technolog
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OpenAI reportedly revoked "trusted access" program privileges for some cybersecurity researchers, possibly due to technical issues.
Multiple cybersecurity researchers have reported that they suddenly lost access to OpenAI's "Trusted Access for Cyber" (TAC) program. This program is designed to provide vetted users with less restric
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OKX bans Hong Kong employees from using Claude AI after corporate account was briefly suspended
OKX bans Hong Kong employees from using Claude AI after corporate account was briefly suspended
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MarketWatch: U.S. Gen Z's attitude towards AI shifts, majority of young people concerned AI will take their jobs
MarketWatch reports that concerns among young Americans about AI's impact on jobs are soaring, as new college graduates face higher unemployment rates.
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Iranian Parliament approves outline of "foreign infiltration" plan, aiming to restrict citizens' contact with foreign entities and media exchanges.
Iran's hardline-dominated parliament has approved the outline of a plan aimed at combating "foreign infiltration," with a focus on academia, media, and culture. Under this plan, citizens and entities
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Macro
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