Macro
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Iran states Strait of Hormuz will not return to pre-war operating conditions
Iran's Deputy Parliament Speaker Ali Nikzad reinforced the country's stance on the critical shipping route, asserting that only routes agreed by Iran and Oman will be recognized. He added that vessels
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Analysis predicts Micron and TSMC stocks to reach new highs by end of 2026
An analysis from Yahoo Finance suggests that Micron Technology (MU) and Taiwan Semiconductor Manufacturing (TSMC) stocks are poised to rebound to fresh all-time highs before the end of 2026. This opti
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Brown Advisory Global Leaders Strategy Fund Exited Autodesk (ADSK) in June, Citing AI Substitution Risk and Intensifying Competition
The investment management company stated in its Q2 2026 investor letter that it sold Autodesk shares due to concerns that world models could replace large parts of the 3D creation stack, alongside hea
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Goldman Sachs Report: Half of S&P 500 Earnings Growth Relies on AI Capex, but Its Funding Increasingly Depends on Debt; Institutions Sold $21.6 Billion in Nasdaq Futures Last Week
Goldman Sachs this week released a series of research reports indicating that about half of the S&P 500's earnings growth is currently driven by AI capital expenditures, which are increasingly being s
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Investment management firm Brown Advisory said in its Q2 2026 investor letter that it bought NVIDIA (NVDA) stock in June.
Brown Advisory points out that NVIDIA has established leadership in all technical component layers of the AI technology stack and has heavily invested in an AI ecosystem based on its technology, drivi
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Brown Advisory Global Leaders Strategy fund stated in its Q2 2026 investor letter that it exited its position in Workday (WDAY) in May, citing management changes, reduced profit targets, and increased AI competition.
Brown Advisory Global Leaders Strategy fund stated in its Q2 2026 investor letter that it exited its position in Workday (WDAY) in May, citing management changes, reduced profit targets, and increased
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Yen weakens 0.7% against dollar as intervention impact fades
The yen fell 0.7% against the dollar as the effect of Japan's recent currency intervention diminished. Goldman Sachs reported that Japanese investors continued to buy foreign bonds at a strong pace in
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Billionaire Mark Cuban Warns Nvidia's AI Financing Could "Crumble" the Market
Mark Cuban cautioned that英伟达's aggressive AI financing, which includes subsidizing customer GPU purchases and build-outs through various financial arrangements, has made it a central node in a highly
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Rigetti Computing shares surged after the company announced it had signed a letter of intent with the U.S. Department of Commerce, potentially securing up to $100 million in CHIPS and Science Act funding, and plans to invest in deploying quantum computers in the UK.
Rigetti Computing's stock price has recently surged, primarily driven by a series of company announcements. The most crucial among these was the May 21st announcement of signing a letter of intent wit
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Brown Advisory reports ASML, a key enabler of leading-edge semiconductor manufacturing, benefits from AI infrastructure buildout
Investment management firm Brown Advisory noted in its Q2 2026 investor letter that ASML Holding N.V. (ASML) plays a critical role in leading-edge semiconductor manufacturing due to its monopolistic p
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Investment management firm Brown Advisory noted in its Q2 2026 investor letter that TSMC (TSM) benefits from its leadership in advanced node manufacturing and strong demand for AI infrastructure, and continues to increase its capital expenditure plans.
Brown Advisory states that TSMC's capital expenditure plans are supported by demand from NVIDIA and other leading AI customers. Although Brown Advisory's Global Leaders strategy underperformed its ben
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China is using its capital markets to fund its AI and chip competition with the US, with CXMT's record-breaking Shanghai listing being a prominent example of this strategy.
According to Bloomberg, China is turning the power of its $28 trillion stock and bond markets to fund its technological competition with the United States. Changxin Memory Technologies (CXMT) surged 4
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Shipping traffic in the Strait of Hormuz further weakened over the weekend, confirming a drop in vessels passing through from 15 on Friday to 6 on Sunday.
Shipping traffic through the Strait of Hormuz further weakened over the weekend, according to Kpler data, confirming that the number of vessels passing through dropped from 15 on Friday to 11 on Satur
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Silver (SI=F) September futures rose to $64.03/ounce by 8:34 a.m. ET on Monday, having opened up 0.5% at $63.80/ounce.
Silver prices have continued to rally since Friday's weak jobs report, leading many investors to reduce expectations of a rate increase next month. However, two key inflation reports later this week w
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Microsoft to Unveil Next-Gen Maia 300 AI Chip in September
Microsoft plans to unveil its next-generation Maia 300 AI chip in September, according to The Information. This move signals progress for its in-house chip program, which had a slow start. The company
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Analysis indicates that approximately one-third of the S&S&P 500's total return over the past century came from dividends, but the contribution of dividends has significantly decreased since the 1990s.
An analysis article from Yahoo Finance points out that although dividends have contributed approximately one-third to the S&P 500's total return over the past century, their share of total return has
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South Korean government establishes a 5 trillion won semiconductor fund and provides 5 trillion won in trade financing, accelerating the 576 trillion won "super project."
The South Korean government announced the establishment of a 5 trillion won semiconductor-specific fund, focusing investments on chip materials, components, equipment companies, and fabless design com
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Fed September Rate Hike of 25 Basis Points Looks 'Virtually Certain' Amid 3.8% CPI and Rising Treasury Yields
The Consumer Price Index (CPI) recently hit 3.8%, marking the sharpest increase in three years and significantly exceeding the Federal Reserve's 2% target. Concurrently, 30-year Treasury yields have r
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Kazakhstan considers opening new oil export routes as drone attacks disrupt Black Sea crude shipments
Kazakhstan's Ministry of Energy announced that due to ongoing Ukrainian drone attacks on Russia's Black Sea port of Novorossiysk, which threaten its crude oil shipments, Kazakhstan is seeking to diver
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Yahoo Finance analysis points out that three healthcare stocks, Eli Lilly, Johnson & Johnson, and AbbVie, are worth watching in August due to their relatively poor market performance but strong fundamentals.
The analysis suggests that although the healthcare sector has underperformed the S&P 500 year-to-date, it has led all sectors over the past three months. Specifically, Eli Lilly's Q2 revenue increased
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UK Companies, Especially PE-Backed Ones, Increasingly Shun London IPOs Amid Rising Delistings
British companies are opting for alternative exit routes, with only eight PE-backed firms going public in the past five years, none in London this year. Since 2022, delistings from the London Stock Ex
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Yahoo Finance分析指出,主权AI基础设施支出激增,英伟达以910亿美元Q2营收指引和75%毛利率领跑,AMD数据中心增长107%并赢得主权AI项目
该分析强调,主权AI基础设施建设是本十年最大的资本周期之一。英伟达(Nvidia)凭借其GPU和网络芯片在AI工厂建设中占据主导地位,其Q1 FY27数据中心收入达752.5亿美元,同比增长92%,Q2营收指引为910亿美元,非GAAP毛利率达75%。超威半导体(AMD)作为第二大受益者,其数据中心业务增长107%,并在印度、韩国和阿联酋赢得了主权AI部署项目。此外,数据中心房地产运营商Equin
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China's central bank added nearly 20 tonnes of gold to its reserves in July, the largest monthly purchase since October 2023, extending its buying streak to 21 months and raising total holdi
The People's Bank of China's accelerating purchases, which totaled about 60 tonnes since the beginning of 2026, reflect Beijing's strategy to diversify foreign exchange reserves and reduce reliance on
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KYODO: BOJ's September Rate Hike Signal Led US to Join Intervention
KYODO: BOJ's September Rate Hike Signal Led US to Join Intervention
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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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Analysts say Israeli Prime Minister Netanyahu may seek to escalate the conflict in Syria ahead of the US election, as Israel has hindered progress in peace talks with Syria.
Al Jazeera quoted analysts as saying that Israeli Prime Minister Benjamin Netanyahu may seek to escalate the conflict over Syria, and that Israel has hindered progress in peace talks with Syria. Previ
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24/7 Wall St. set a price target of $273.83 for NVIDIA (NVDA) and issued a "buy" rating, anticipating continued strong growth in its AI business.
The institution believes that NVIDIA is a pillar of AI infrastructure construction, with strong Q1 earnings performance, non-GAAP EPS of $1.87, and revenue of $81.61 billion, a year-over-year increase
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Analysis: 100 years of S&P 500 history suggests holding investments is the best strategy during a recession
According to an analysis, historical data spanning a century, including 15 U.S. recessions, indicates that the S&P 500 has delivered an average annual total return of about 10%. The analysis concludes
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OCC races to finalize GENIUS Act stablecoin rules by November
The Office of the Comptroller of the Currency (OCC) is accelerating efforts to finalize rules by November, which will implement a stablecoin law previously signed by President Trump.
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Healthcare of Ontario Pension Plan's Global Private Equity Head Lori Hall-Kimm Departs
Lori Hall-Kimm is leaving the Healthcare of Ontario Pension Plan (HOOPP) to pursue another opportunity.
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24/7 Wall St. rates Tesla shares as "Buy" with a $364.24 price target, citing megapacks, robotaxis, and Optimus robots as key value drivers over car sales.
The price target implies an 8.13% upside from the current $336.87 quote, reflecting a stock valuation primarily driven by optionality outside the automotive profit and loss. While car sales fund the b
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NVIDIA Becomes AI Computing Backbone for Japan's Noetra Consortium of 44 Industrial Giants, Backed by $6.1 Billion in Japanese Government Subsidies
NVIDIA will provide advanced GPU clusters to the Japanese government-backed Noetra consortium, which consists of 44 Japanese industrial giants, aiming to introduce AI into factory floors to maintain J
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US SEC Announces Proposed Crypto Asset Rules, Bitcoin and Ethereum Prices Rise
The U.S. Securities and Exchange Commission (SEC) on Wednesday announced proposed new rules for crypto assets, providing a framework for crypto companies to raise capital and defining two registration
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Silver September futures rise to $65 per ounce in early trading, driven by lower rate-hike expectations
Silver (SI=F) September futures opened at $63.43 per ounce on Wednesday, August 19, 2026, down 1% from Tuesday's close. The price moved higher this morning, reaching $65 as of 8:55 a.m. ET. This incre
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Gold futures prices rose to $4,479.90/ounce, as the dollar and U.S. Treasury yields pulled back, and the market focused on the Federal Reserve FOMC meeting minutes.
Gold futures prices rose in early Wednesday trading, reaching $4,479.90 per ounce as of 8:53 AM ET. This followed a 0.2% drop in the DXY and a 0.4% decline in the 10-year U.S. Treasury yield. Investor
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Putin Pledges Help for Wildberries Warehouses Hit by Ukraine Drones
Kyiv’s drones have partly or completely destroyed seven warehouses of Russia’s largest online retailer, Wildberries.
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Israel opens tenders for 1,234 settlement homes in E1 area, a move condemned for potentially dividing West Bank and undermining Palestinian state hopes
The tenders are for a project in the E1 area, east of Jerusalem, which has long faced international condemnation. Critics argue the development would effectively bisect the occupied West Bank and isol
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Indian fintech Navi to raise $100 million from Dutch investor Prosus NV ahead of planned IPO, seeking $2 billion valuation
Indian fintech Navi will raise $100 million from Dutch technology investor Prosus NV in its first institutional funding round. The company, founded in 2018 by Flipkart co-founder Sachin Bansal, is cur
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U.S. Federal Debt Nears $40 Trillion, Projected to Hit $50 Trillion in Three Years, Driving Up Consumer Borrowing Costs
The U.S. federal debt is rapidly approaching $40 trillion, with Bank of America's chief equity strategist Michael Hartnett projecting it will swell to $50 trillion in less than three years. This equat
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Analysis suggests that whether Bitcoin can return to $100,000 may depend on the US Congress passing the "Clarity for Digital Assets Act".
Yahoo Finance analysis points out that Bitcoin prices have been trading sideways for several months, hovering around $60,000, seemingly awaiting a catalyst. Its future trend may depend on whether the
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Bitcoin Surges 7.7%, Its Largest Gain Since March, Driven by Regulatory Optimism Ahead of White House Meeting
Bitcoin broke out of a months-long trading range, with industry officials gathering at the White House sparking optimism on the regulatory front.
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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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