Macro
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UK-based Affinia acquires Wilson Partners to strengthen its position in the UK accounting sector
Affinia, an integrated accounting and advisory group backed by RedBird Capital Partners, announced the acquisition of Wilson Partners, a financial advisory and accounting firm. Affinia stated the deal
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US Social Security May Exclude Royalties from Pre-Retirement Creative Work from Earnings Test, Unlike New Consulting Income
The US Social Security Administration (SSA) treats royalties from creative work completed before retirement differently from income earned from new consulting or services when applying the earnings te
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Unipol seeks over 30% stake in potential BPER-MPS banking group, with an ambition to increase it over time
The Italian insurer Unipol aims to own more than 30% of a new banking entity formed by combining BPER Banca with assets carved out from Monte dei Paschi di Siena (MPS). Unipol has an agreement to acqu
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Energy Vault Signs Agreement to Supply 1.25 GW Integrated Power Platform to Hyperscale AI Data Center in Texas, USA
Energy Vault has signed a commercial agreement for a 1.25 GW integrated power infrastructure project with a hyperscale artificial intelligence (AI) data center project in Texas, USA. The platform will
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U.S. House Democrats call on leaders of AI companies including OpenAI, Anthropic to testify on recent hacks.
A group of House Democrats has written to the House Speaker, demanding that leaders of major AI companies such as OpenAI and Anthropic testify before Congress regarding recent hacking incidents, stati
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Shein faces an existential threat: New tariffs lead to declining US sales, while the European market may face similar impacts.
Fast fashion retailer Shein disclosed in its initial public offering (IPO) filings that its sales in the U.S. market have declined due to new tariff policies forcing it to raise prices to offset costs
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OpenAI tightens controls on its new Astra model and halts some internal activities over cybersecurity risks, as it cannot rule out the model has reached "Critical" capability to launch auton
OpenAI表示,其初步评估显示该模型性能强劲,无法排除其已达到“关键”能力水平,即无需具体提示即可自主发起针对复杂网络防御的网络攻击。此举正值AI安全辩论日益激烈,此前Anthropic和Meta的AI系统也曾卷入安全事件,美国议员正推动引入“AI杀戮开关”法案。
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US stock futures muted ahead of Wednesday's CPI data; Dow dips 0.1% as investors eye Iran's Strait of Hormuz deal tease
US stock futures were largely unchanged at the start of a week featuring key inflation data and earnings reports. Futures on the Dow Jones Industrial Average edged lower by 0.1%, while S&P 500 and Nas
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Bloom Energy Expands Partnership with MiTAC Computing Technology to Power AI Server Manufacturing Campus
Bloom Energy (NYSE: BE) will deploy fuel cell systems for an islanded microgrid at MiTAC Computing Technology's AI server manufacturing campus in Fremont, California. This expansion of an existing par
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CNBC Commentator Santoli: S&P 500 Breaks New High, July Momentum Stock Pullback Offset by Strength in Other Sectors
CNBC commentator Mike Santoli analyzed that the S&P 500 index, after oscillating within a 3% range for nearly three months, achieved a breakthrough, hitting historical highs three times last week and
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Egypt targets higher oil and gas output in its 2026/2027 development plan, including a $4.5bn investment in refinery development
Egypt's 2026/2027 economic and social development strategy aims to increase oil and gas production, attract new investment, and reduce petroleum imports. The plan also includes receiving natural gas f
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Meta CEO Mark Zuckerberg, in a 6,500-word essay, counters 'AI doomers' by asserting AI will be helpful for both the economy and society.
Meta CEO Mark Zuckerberg, in a 6,500-word essay, counters 'AI doomers' by asserting AI will be helpful for both the economy and society.
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Social Security to implement 4 key changes in 2027, including an estimated 3.8% COLA and increased earnings limits
The changes, set to be officially announced on October 14, include an estimated 3.8% cost-of-living adjustment (COLA) for all beneficiaries, which could add approximately $79 per month to the average
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SanDisk's board of directors approved a $1.55 billion share repurchase program, representing 8.6% of the company's market capitalization.
The board of directors of storage chip manufacturer Sandisk has approved an additional $14 billion stock repurchase program, bringing its total remaining repurchase authorization to $15.5 billion, whi
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Yahoo Finance analysis indicates that those who retire at 60 and delay claiming Social Security until 70 would need to invest between $750,000 and $2.1 million to cover the ten-year living expense gap.
An analysis by Yahoo Finance shows that individuals retiring at 60 and choosing to delay claiming Social Security benefits until age 70 to maximize their benefits would need to prepare between $750,00
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Macquarie Strategist Wizman Says Fed Rate Hike in December Is Possible
Thierry Wizman, global FX and rates strategist at Macquarie, discussed the outlook for the US economy and inflation, stating that "December doesn't look like the wrong time" for a Federal Reserve inte
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Job seekers are using "prompt injection"—hidden instructions—in resumes to manipulate AI screening tools, with some employers now considering recruiting those who use the tactic while others
The tactic involves embedding invisible text in resumes that AI processing tools can read, aiming to improve candidate ranking or advance them in the hiring process. A Duke University study of 200,000
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HELOC adjustable rate hits new 2026 low of 7.16%, while fixed-rate home equity loans average 7.35%
According to real estate data analytics company Curinos, the average adjustable rate for Home Equity Lines of Credit (HELOC) has reached a new 2026 low of 7.16%. Meanwhile, the national average rate f
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Bechtel takes over site management for Poland's first nuclear power plant project, large-scale site preparation and construction work initiated
U.S. engineering firm Bechtel has taken over site management for Poland's first nuclear power plant project, marking a transition from the design and planning phase to large-scale site preparation and
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High-yield savings accounts offer up to 4.15% APY today, August 10, with Forbright Bank providing the top rate
High-yield savings accounts are currently offering competitive interest rates, with the highest available reaching 4.15% APY as of Monday, August 10, 2026. Forbright Bank is noted as providing this le
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RFK Jr. slated to unveil plan targeting loophole that allows chemicals in food supply - WAPO
RFK Jr. slated to unveil plan targeting loophole that allows chemicals in food supply - WAPO
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Iran's Foreign Ministry says senior officials may visit Pakistan, but "appropriate conditions" are needed.
Iran's Foreign Ministry stated that senior Iranian officials, including Foreign Minister Abbas Araghchi and chief negotiator Mohammad Bagher Ghalibaf, would only visit Pakistan when "appropriate condi
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SpaceX Stock Falls 34% From Post-IPO Peak; Analysts Caution on Future Investment Value
SpaceX's stock has declined 34% from its post-IPO peak. Analysts note the company is valued at $1.7 trillion, trading at approximately 56 times sales, suggesting significant growth is already priced i
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Pakistan-based packaging company Novatex has secured a loan of up to $20 million from IFC, a member of the World Bank Group, to import raw materials and machinery to support local manufacturing and exports.
Pakistan-based packaging company Novatex has secured a loan of up to $20 million from IFC, a member of the World Bank Group. The funds are earmarked for importing raw materials and machinery to suppor
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Israel admits firing on car carrying Hind Rajab, a symbol of Gaza's suffering, and announces a criminal investigation into her death
The Israeli military stated on Wednesday that troops "fired at a vehicle that was approaching them," marking the first time Israel has admitted shooting at the car in which five-year-old Hind Rajab wa
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Elon Musk转发cb_doge推文称,Vodacom Lesotho正式推出由Starlink提供支持的新型企业连接解决方案
该服务通过结合Starlink与地面网络,提供主用、备用和“不间断互联网”,旨在确保企业即使在最偏远地区也能保持连接。
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Bitcoin is recommended for portfolio diversification, with BlackRock's 2024 paper highlighting its low correlation to major asset classes.
The analysis suggests that Bitcoin, which accounts for 60% of the crypto market, can serve as a hedge during macroeconomic and geopolitical crises due to its historical uncorrelation with other assets
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Private credit market faces growing risk as non-accrual debt rises to 1.9% in Q1 and 3.95% for top 10 BDCs in Q2
The private credit market is entering a more challenging phase, with non-accrual debt and other signs of borrower distress increasing. According to LCD data, reported non-accrual debt for US-based Bus
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Bank of America lowers Intel price target to $145 from $160, citing dilution from recent $20 billion stock sale and lower AI-compute valuation multiples, while maintaining Buy rating.
Bank of America analyst Vivek Arya maintained a Buy rating on Intel but lowered his price target to $145 from $160. This adjustment accounts for the estimated 4% to 5% earnings-per-share dilution resu
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Analysts pointed out that Oracle's remaining performance obligations for Q4 fiscal year reached $638 billion, and gave a target price of $213.38, representing a 45.5% upside potential from the current stock price.
Oracle achieved an EPS of $2.11 and revenue of $19.18 billion in the fourth quarter of fiscal year 2026, with cloud infrastructure revenue growing 93% to $5.79 billion. Management signed $67 billion i
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Fidelity Digital Assets says AI could supercharge crypto, but much of the value may bypass blockchains and their tokens.
Fidelity Digital Assets says AI could supercharge crypto, but much of the value may bypass blockchains and their tokens.
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Jefferies Credit Partners seeks to raise about 1 billion euros ($1.16 billion) for a private credit secondary market fund
Jefferies Credit Partners is seeking to raise approximately 1 billion euros ($1.16 billion) from investors in the private credit secondary market.
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Aramark's Q3 revenue grew 9% to $5 billion, with strong momentum in AI data center business.
Aramark (NYSE: ARMK), a food service and facilities management company, announced its third-quarter results, with organic revenue increasing by 9% year-over-year to $5 billion and adjusted earnings pe
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Markets Pulse Survey: Two-Thirds of Respondents Predict US 10-Year Treasury Yield Will Top 5% This Year
A recent Markets Pulse survey found that two-thirds of 392 respondents expect the US 10-year Treasury yield to exceed 5% before year-end, a level barely seen since 2007. Of these, 38% anticipate the b
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HSBC and Standard Chartered Execute First Live Banking Transaction on Swift’s 24/7 Ledger
The cross-border transaction is Swift’s first in a pilot project, aiming to test settlement and maintain its relevance as stablecoins and tokenized deposits become widely used worldwide.
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英伟达(Nvidia)正作为“中间人”撮合GPU客户与北欧数据中心运营商,以利用该地区廉价电力和土地资源,推动AI基础设施建设
据CNBC援引消息人士报道,英伟达正在积极帮助其图形处理器(GPU)客户寻找并连接北欧地区有能力部署这些芯片的数据中心运营商。此举旨在利用北欧地区丰富的电力和土地资源,以应对AI基础设施建设的快速增长。英伟达首席财务官Colette Kress此前在6月曾表示,公司确实参与了“撮合”工作,帮助客户获取土地、电力和外壳,并尽快部署计算能力。挪威电网运营商Statnett的数据显示,目前有2.3吉瓦的
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Bernstein analyst highlights Quanta Services (PWR) as a promising "AI power stock"
Bernstein analyst Chad Dillard identified Quanta Services (PWR) as a key beneficiary of AI-driven power demand, calling it an "800-pound gorilla" in high-voltage transmission lines and data center vol
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Tech sell-off resumes, counterbalancing bond yield relief; Moderna surges 124% on melanoma vaccine trial results
Tech stocks, particularly semiconductors like Intel, AMD, and Broadcom, faced renewed selling pressure in early trading. This occurred despite falling bond yields, which buoyed the Dow and S&P 500 aft
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Eagle Capital Management: Intuit (INTU)'s QuickBooks retains competitive advantage amidst AI disruption, projecting high-teens EPS growth.
Eagle Capital Management, in its Q2 2026 letter to investors, stated that despite AI-driven disruption facing the software industry, Intuit Inc.'s (NASDAQ:INTU) QuickBooks, as the leader in bookkeepin
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Intel CEO Lip-Bu Tan purchased approximately $10 million worth of company stock at $95 per share in early August.
Intel CEO Lip-Bu Tan purchased 105,263 shares of the company's stock at $95 per share in early August, totaling approximately $10 million. This move was interpreted by the market as a sign of executiv
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US accounting firm Aprio launches Aprio Ventures to invest in early-stage AI technology companies
US-based accounting and advisory practice Aprio has launched Aprio Ventures, a new investment program designed to identify and support technologies that strengthen the company's services and improve c
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Kazakhstan’s Sovereign Wealth Fund to Ramp Up International Bond Sales
Kazakhstan’s sovereign wealth fund is sounding out investors as it prepares to step up international bond sales, according to people familiar with the matter.
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15 S&P 500 stocks have surged 100% or more this year, with Yahoo Finance分析指出AI热潮是主要驱动因素
Yahoo Finance分析指出,标普500指数中有15家公司今年股价上涨100%或更多,主要归因于AI热潮。其中,Sandisk (SNDK) 以近600%的涨幅领跑,而英伟达(Nvidia)等AI芯片巨头并未上榜。榜单还包括戴尔(Dell)、英特尔(Intel)和惠普企业(Hewlett Packard Enterprise)等向AI基础设施建设转型的老牌科技公司,以及因AI数据中心燃料需求
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Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras Systems, and Micron Technology in Q2, viewing semiconductor volatility as a buying opportunity.
Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras Systems, and Micron Technology in Q2, viewing semiconductor volatility as a buying opportunity.
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RBI Policymakers Opted to Wait for More Clarity on Inflation Before Changing Interest Rates, Though One Member Saw a Case for a Hike Later This Year, Minutes Showed
RBI Policymakers Opted to Wait for More Clarity on Inflation Before Changing Interest Rates, Though One Member Saw a Case for a Hike Later This Year, Minutes Showed
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SpaceX stock is under scrutiny as a Chinese company successfully landed a rocket booster for the first time, and 319 million shares are set to unlock on Thursday.
SpaceX's stock price came under scrutiny on Wednesday after Chinese company LandSpace successfully landed its Zhuque-3 rocket booster on land for the first time, narrowing the gap with SpaceX in reusa
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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
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SpaceX's Q2 capital expenditure reached $18.37 billion, 2.4 times its revenue, holding $93.5 billion in cash after IPO.
SpaceX invested $18.37 billion in capital projects in Q2 2026, with revenues of $7.81 billion during the same period. This means that for every $1 of revenue, approximately $2.35 was spent on capital
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