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Cloudflare CEO Says AI Agents Are 'Rewriting the Internet' as Non-Human Traffic Exceeds 50% for First Time, Q2 Revenue Up 36%
Cloudflare CEO Matthew Prince stated that the internet is undergoing a fundamental rewrite for machine-to-machine traffic, driven by AI answer engines and agent-driven commerce. The company's traffic
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Donald Trump says US only in "half-negotiation" with Iran
Donald Trump says US only in "half-negotiation" with Iran
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Saudi Arabia, Turkiye and Pakistan签署麦加联合防卫协议，以应对伊朗在霍尔木兹海峡的行动和地区袭击
沙特阿拉伯、土耳其和巴基斯坦于周五签署了《麦加联合防卫协议》，规定对其中任何一国的武装袭击将被视为对所有三国的袭击。此举旨在应对伊朗在霍尔木兹海峡采取的行动以及其通过代理人对沙特阿拉伯发动的袭击。此前，美国官员曾表示伊朗和阿曼可能就重新开放霍尔木兹海峡达成协议，但伊朗伊斯兰革命卫队拒绝了这一说法，坚持海峡的重新开放取决于美国接受伊朗的条件。该协议将沙特阿拉伯与北约第二大军事力量（土耳其）和拥有核武
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Kaspi.kz Q2 Revenue Rises 15%, Adjusted EBITDA Up 5%, Board Recommends 18% Dividend Increase
Kaspi.kz (NASDAQ:KSPI) reported its second-quarter results, with net income remaining flat due to higher funding costs, National Bank reserve requirements, and investments in Türkiye. E-commerce was a
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Sands Capital Q2 2026 Letter: AI Adoption Driving Stronger Demand for Palo Alto Networks (PANW)
Investment management firm Sands Capital stated in its Q2 2026 investor letter that Palo Alto Networks (PANW) was a key contributor, supported by robust results and investor confidence in cybersecurit
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Sands Capital stated in its Q2 2026 investor letter that despite Palantir's (PLTR) strong Q1 results and continued improvement in profitability, its stock price decline dragged down the fund's performance.
Sands Capital noted that Palantir's stock price reaction may reflect the market's high expectations and ongoing debate regarding its valuation and competition from AI labs, rather than a deterioration
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Sands Capital Technology Innovators Fund Q2 2026 Letter to Investors disclosed a new position in SanDisk Corporation (SNDK).
Sands Capital, in its latest letter to investors, noted that SanDisk Corporation (SNDK), an American provider of flash memory and and storage technology, is considered one of the critical AI bottlenec
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State Street Investment Management President and CEO Yie-Hsin Hung says the Federal Reserve should not raise interest rates this year.
Hung added that gold and private markets are anchoring many portfolios, noting the US economy is in good shape.
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US Stock Futures Decline 0.1% Ahead of Chipmaker Earnings and Inflation Focus
US stock futures are lower during Monday's premarket session, with contracts on the S&P 500 index and Nasdaq 100 index both down 0.1%. Investors are gearing up for the final stretch of earnings, with
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Bank of Japan (BOJ) July meeting summary of opinions showed strong internal calls for accelerating interest rate hikes, with market expectations for a September hike exceeding 60%.
The "Summary of Opinions" from the Bank of Japan (BOJ)'s Monetary Policy Meeting on July 30-31, released on August 10, revealed intense early calls for interest rate hikes within the committee, includ
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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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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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Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
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UK life insurer Standard Life has reached an agreement with CVC, Goldman Sachs, and PGIM to invest over a trillion dollars in private market assets for UK pension funds.
London-based life insurer Standard Life announced on Thursday that it has reached an agreement with private equity firms CVC Capital Partners, Goldman Sachs, and PGIM, the asset management arm of Prud
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The United States imposed new sanctions on nine Cuban state-owned mining, metals, and construction companies and three leaders.
The Cuban Ministry of Construction and government-controlled import companies are among the sanctioned entities, according to a notice published Thursday on the U.S. Treasury Department website. U.S.
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Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
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Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
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Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
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US Imposes New Sanctions on International Criminal Court (ICC) After It Sought Arrest Warrant for Israeli PM Netanyahu
The move has drawn condemnation from the United Nations and the European Union but was welcomed by Israel.
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US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
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Japan's global patent share in core AI fields shrinks from 25% to 8% over two decades, falling behind US and China
Japan now ranks fourth in patents for AI mechanisms and foundational technologies, with China, the U.S., and South Korea occupying the top three spots.
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MarketWatch analysis points out that historical data shows interest rates typically fall, rather than rise, when a bull market tops out, making the current question from market analysts about "how high interest rates need to rise to kill the bull market" misguided.
A MarketWatch article points out that many Wall Street analysts have recently focused on how high interest rates need to rise to end the bull market, but historical experience shows that interest rate
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Norway's crude oil production in July fell by nearly 200,000 barrels per day year-on-year to 1.776 million barrels per day, as the supply crisis in the Gulf region continued.
Preliminary data from the Norwegian Offshore Directorate shows that the country's crude oil production averaged 1.776 million barrels per day (bpd) in July, a decrease of approximately 195,000 bpd fro
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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
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Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
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US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
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SUI (Sui) recorded a trading volume of $4.77 million in the past hour (15.6 times its 7-day average for the same period), currently trading at $0.7219.
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Riskier AT1 Debt Is Most Stable in This Upside-Down Bond Market Amid Latest Convulsions
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