Macro
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China's "national team" battles AI stock volatility as tech ETFs draw record inflows
Concerns over AI valuations have recently rocked the Chinese stock market, posing a test for Beijing's efforts to engineer a "long bull" trend. State-backed funds, known as the "national team," came i
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Micron Stock Drops 27% Since Mid-June Amid Broader AI Spending Skepticism, Despite Strong Q3 Sales Growth of 345%
A recent analysis suggests that Micron Technology's stock has fallen 27% since mid-June, driven by general investor skepticism about the sustainability of artificial intelligence (AI) spending, rather
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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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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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Canada Pledges Over C$50M Aid to Lebanon, Condemns Israeli 'Unlawful Invasion'
Canada's Secretary of State for International Development, Randeep Sarai, announced new humanitarian aid during his visit to Lebanon, raising the country's total assistance to Lebanon this year to ove
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Former US Ambassador Daniel Fried says Iran has 'little incentive' to open Strait of Hormuz, adding that a solution to the conflict will require patience.
Former US Ambassador to Poland Daniel Fried said Iranians have little incentive in the near term to allow the Strait of Hormuz to open. Fried, who also served as the assistant Secretary of State for E
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The Federal Reserve's July meeting minutes show that officials believe interest rate hikes may be necessary if inflation does not cool down.
The Federal Reserve's July 28-29 policy meeting minutes, released on Wednesday, indicated that several officials assessed that further policy tightening might be necessary if inflation did not decline
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Analyst trusts Enterprise Products Partners (EPD) 5.8% dividend yield, citing strong cash flow, conservative financials, and 28 years of payout increases
An analyst from The Motley Fool expressed confidence in Enterprise Products Partners (EPD) 5.8% dividend yield, highlighting the company's record $2.3 billion operational distributable cash flow in Q2
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US Treasury market's reprieve may be fleeting as a deluge of corporate bond issuance is expected in September
Henry Song, a portfolio manager at Diamond Hill, noted that from a bond investor's perspective, the key concern is where to allocate capital.
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The Motley Fool analysis suggests Bloom Energy (BE) stock could double again, driven by AI data center demand, despite its high valuation and reliance on the tech sector.
Bloom Energy, which provides fuel cell systems for data centers, recently reported record quarterly revenue exceeding $1 billion for the first time and projects 2026 sales to reach $3.9 billion. Its s
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Vanguard Dividend Appreciation ETF (VIG) is up about 12% year-to-date in 2026, outperforming growth ETF (VUG) by about 2 percentage points, for the first time in a decade.
Vanguard Dividend Appreciation ETF (VIG) is up approximately 12% year-to-date in 2026, outperforming growth ETFs (VUG) by about 2 percentage points (VUG is up about 10% during the same period). This m
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The U.S. Treasury Department unexpectedly announced a buyback of long-term government bonds, a move that Besant said the Treasury was watching, and which rattled the bond market.
The U.S. Treasury Department on Wednesday unexpectedly announced a buyback of long-term government bonds, the most concrete evidence yet that the recent selloff in long-dated debt has caught the atten
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Macro
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Zcash (ZEC) Issuance and Circulation Analysis: Max Supply, Halving Mechanism, and Current Status
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What is LEND coin? ETHLend's old token has migrated to AAVE, analyzing the current trading status
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Polkadot (DOT) Price in USD Today & Market Overview
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WAS Coin (Wasder) Analysis: Gaming Platform Integration and Token Ecosystem Outlook
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Decentralized Exchanges (DEXs) in the Solana Ecosystem: High Speed, Low Fees, and Innovation
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China Eases Limits on Nvidia H200 Chip Shipments for Key Tech Groups
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Alpaca Finance's Current Status and CoW Protocol's Trading Innovation Analysis
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Why is Bitcoin Making Traditional Banks Nervous? The Evolving Financial Landscape Under Challenge and Integration
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