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Analysts project TSMC's revenue to grow 42% in 2026 and 32% in 2027, with CEO expecting strong chip demand through 2029-2030
Wall Street analysts anticipate Taiwan Semiconductor (TSMC) will see 42% revenue growth in 2026 and 32% in 2027. TSMC CEO C.C. Wei believes strong chip demand, driven by AI, will continue through at l
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Jim Cramer advises investors to view SpaceX as a long-term, generational asset, comparing its infrastructure build-out to 19th-century railroads
Following a tumble in SpaceX shares after its earnings report, CNBC's Jim Cramer suggested investors should evaluate the company over decades rather than quarterly. He drew a parallel between SpaceX's
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Former Irish President Mary Robinson, representing "The Elders" group, stated that Israel is attempting to "make Palestine disappear physically, economically, culturally, and politically."
The Elders, a group of prominent public figures, concluded after visiting the West Bank that Israel is attempting to "make Palestine disappear physically, economically, culturally and politically." Ma
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US Social Security: Wages from non-covered public jobs count against earnings test for early claimers, reducing benefits despite not building credits
Under current US Social Security rules, wages earned from public sector jobs that do not contribute to Social Security (such as some teaching or firefighting positions) still count towards the retirem
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Alphabet's Google Cloud Q2 revenue surged 82% year-over-year to $24.8 billion, with operating income tripling to $8.8 billion;公司上调2026年资本支出指引至$1950亿-$2050亿
Alphabet's Google Cloud reported second-quarter revenue of $24.8 billion, an 82% year-over-year increase, while operating income more than tripled to $8.8 billion. The segment margin expanded from 20.
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Anthropic will make Claude Code's auto mode the default for Pro, Max, and Team accounts starting August 14
Anthropic will make Claude Code's auto mode the default for Pro, Max, and Team accounts starting August 14. The company stated that in auto mode, Claude Code will proceed with actions unless they are
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Apple CEO Tim Cook will step down at the end of this month, and John Ternus will take over on September 1.
Apple's current CEO, Tim Cook, will step down at the end of this month, concluding his 15-year tenure. The company's board of directors has approved John Ternus to take over as CEO on September 1st. D
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Elon Musk Retweets Sawyer Merritt's Post, Congratulating the First Tesla Owner to Surpass 25,000 Miles on FSD
Elon Musk retweeted Sawyer Merritt's tweet, congratulating David Moss on being the first owner to reach 25,000 miles on the Tesla Full Self-Driving (FSD) consecutive mileage counter. This mileage is e
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New York Times reports: World Liberty received $100 million from Guren "Bobby" Zhou, a businessman suspected of money laundering, whose source of funds is unknown.
Businessman Guren "Bobby" Zhou, who was arrested in the UK in 2021 on suspicion of money laundering and remains connected to an active investigation despite not being charged, purchased $100 million i
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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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Sfakianakis: Iran Misjudges US Willingness for Long War
Sfakianakis: Iran Misjudges US Willingness for Long War
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South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
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Iran's oil supply to Chinese refineries is rapidly depleting due to U.S. sanctions.
Bloomberg reported that Iranian oil available to Chinese buyers is rapidly depleting, indicating that the U.S. blockade of Iranian ports has effectively cut off Tehran's revenue.
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Goldman Sachs: Hedge Funds Underperformed S&P 500 in July, Worst in Over 20 Years
Goldman Sachs strategists stated that hedge funds underperformed the S&P 500 in July, marking their worst single-month performance in over two decades, primarily due to the fading momentum of AI. The
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Indonesia seeks expanded joint military exercises with China
Indonesian Defense Minister Sjafrie Sjamsoeddin called for broader and more intensive joint military exercises with China during a bilateral meeting with his Chinese counterpart, Adm. Dong Jun, in Jak
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Bloomberg: Asia's emerging market small-cap AI companies led gains this month, as investors shifted from chip giants to data center-related small-caps, with some surging as much as 90%.
Bloomberg reported that the rally in emerging market technology stocks is spreading to new companies, as investors shift their focus from chip manufacturing giants to smaller firms powering data cente
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Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
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Samsung Electronics' labor union plans to hold a rally in Seoul on Friday afternoon to protest the widening pay gap with its semiconductor division.
The union primarily represents employees in Samsung's consumer device business, with its members concentrated in the Device eXperience (DX) division. The rally takes place against a backdrop where an
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Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
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Australian bond futures positions near record high on hedging demand
Australian bond futures positions near record high on hedging demand
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South Korea to launch 'Future Fund' with AI boom's 'windfall revenue'
South Korea's budget ministry announced Friday that it will launch the "Future Fund" to promote long-term economic growth. The fund will be financed by what the government calls "windfall revenue" fro
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China's National Bureau of Statistics: The total output of early rice nationwide in 2026 was 28.292 million tons, a year-on-year decrease of 0.8%.
According to data released by the National Bureau of Statistics, the national per-unit area yield of early rice in 2026 was 5963.4 kg/hectare, a decrease of 48.5 kg/hectare or 0.8% compared to 2025; t
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AI helps Southeast Asia-based scammers cut costs, leading to wider spread of cross-border crimes
The use of artificial intelligence is facilitating the spread of fraud and other cross-border crimes in Southeast Asia. US-driven clampdowns are prompting these fraud groups to relocate from countries
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South Korea's KOSPI index opened down 1.35% on Friday, then narrowed its losses to 0.31%, closing at 6,831.53 points, dragged down by a renewed rise in US Treasury yields and higher oil prices.
U.S. government bond yields resumed their rise on Thursday, reversing some of the previous day's declines, after the U.S. Treasury announced an expansion of bond buybacks.
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South Korea's Exports Jumped 56% in Early August, Driven by Strong Chip Shipments
South Korea's exports surged 56% from a year earlier over the first 20 days of August, reaching $55.2 billion, customs data showed. This marks the highest level for the 20-day period for any August, w
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South Korea's producer prices in July fell 0.4% for the first time in 11 months, due to lower oil prices.
South Korea's central bank data shows that the Producer Price Index in July fell by 0.4% month-on-month, the first monthly decline since August 2025. This was mainly driven by falling global crude oil
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Donald Trump vows 'economic D-Day' on Iran, threatens 'massive' economic consequences for countries doing business with it
US Treasury Secretary Scott Bessent stated that the United States will take action against any country deemed to be providing a lifeline to Iran, and will announce the specific mechanisms for new econ
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Changpeng Zhao: Supports tokenization on all blockchains, believes it's the best way for nations to raise funds and attract foreign direct investment
He pointed out that although tokenization brings about the problem of "fragmented liquidity," it is the fastest way to drive industry growth and can be partially solved by improving interoperability b
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Japan's headline inflation hit 1.9% in July, highest this year, driven by energy prices due to the Iran war
Core inflation, which excludes fresh food but includes energy, rose 1.8%, in line with expectations. Wholesale inflation also surged to 7.2% in July, with electricity charges being the largest contrib
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Yemeni government forces and Houthi rebels escalated clashes, with government forces launching 81 attacks within 24 hours, and Houthi rebels claiming to have attacked targets inside Saudi Arabia.
A Yemeni government military spokesman stated that over the past 24 hours, government forces launched 81 attacks on Houthi positions, resulting in the "elimination" of several Houthi fighters and fiel
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Elon Musk retweeted a post stating that if humanoid robots possess high dexterity and intelligence, everyone will have access to healthcare services surpassing those available to the wealthiest people on Earth, and human happiness will be significantly enhanced.
Elon Musk retweeted a post from cb_doge, which quoted Musk himself stating that highly dexterous and intelligent humanoid robots will enable everyone to receive better medical care than even the wealt
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OpenAI is gaining on Anthropic with US business users in Q3, though Anthropic still leads in market share as of July, new data indicates
Data from corporate credit card and expense management company Ramp shows OpenAI is growing faster among US businesses in Q3 to date, after losing the lead to Anthropic in May. As of July, Anthropic h
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Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
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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
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