Macro
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Kalshi traders price July CPI at 3.3% ahead of Wednesday's release; September Fed hike odds fall to 46% from 67% after weak payrolls
Kalshi traders price July CPI at 3.3% ahead of Wednesday's release; September Fed hike odds fall to 46% from 67% after weak payrolls
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US Strategic Petroleum Reserve crude oil stocks fell by about 6.1 million barrels last week to 298.7 million barrels, the lowest level since 1983.
US Strategic Petroleum Reserve crude oil stocks fell by about 6.1 million barrels last week to 298.7 million barrels, the lowest level since 1983.
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China says the launch of its Long March 7 rocket failed, according to Xinhua.
China says the launch of its Long March 7 rocket failed, according to Xinhua.
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Cathie Wood's Ark Invest Buys 80,000 Nvidia Shares, Reduces Roblox Stake
Cathie Wood's Ark Investment Management recently purchased 80,000 shares of Nvidia (NVDA) across five funds, while simultaneously decreasing its stake in the gaming stock Roblox (RBLX). This move come
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Brazil's central bank is assessing cross-border links for its Pix instant payment system, aiming for international integration amidst intensifying U.S. trade scrutiny.
The central bank stated in a report on Monday that connecting Pix with similar foreign platforms could lower costs, accelerate transactions, broaden access, and improve transparency in cross-border pa
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The U.S. investment-grade bond market saw 19 issuers on Monday, the highest number in seven months.
The issuers include utility companies, overseas banks, and Tyson Foods, which chose to raise funds this week ahead of the release of the US inflation report. This follows last Friday's weaker-than-exp
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Synopsys (SNPS) unveils agentic AI chip design tools developed with Microsoft, being evaluated by AMD
Synopsys introduced two autonomous AI workflows at the DAC Chips to Systems Conference on July 27, built with Microsoft and available for evaluation on Microsoft Discovery. These tools aim to reduce t
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Sands Capital Q2 2026 Investor Letter: New AMD Position, Expects AI Shift to Inference to Drive CPU Demand
Investment management firm Sands Capital disclosed in its Q2 2026 investor letter that it has added Advanced Micro Devices, Inc. (AMD) as a new holding. The firm believes that as AI workloads evolve t
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Sands Capital's Q2 2026 letter highlights Samsara (IOT) maintained ~30% revenue growth and improved margins, with low AI disruption risk
Sands Capital Technology Innovators Fund stated in its Q2 2026 investor letter that Samsara Inc. (NYSE:IOT) continued to see steady revenue growth of approximately 30% and delivered roughly 500 basis
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Federal Reserve Chair Kevin Warsh Completes Required Divestments
According to a government ethics filing, Federal Reserve Chair Kevin Warsh has sold all remaining financial holdings he pledged to divest upon taking office in May. He had already disposed of most ass
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Federal Reserve Chairman Walsh has maintained interest rates unchanged for two consecutive meetings since taking office in 2026, and analysts believe his cautious approach may lead the Federal Reserve to postpone interest rate hikes.
Since taking office in May this year, Federal Reserve Chair Kevin Warsh has opted to maintain interest rates at two consecutive Federal Open Market Committee (FOMC) meetings. Warsh has adopted a cauti
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Report: Replicating Average Couple's $3,120 Monthly Social Security Requires $716K-$936K Portfolio
A new report indicates that matching the average U.S. couple's $3,120 monthly Social Security benefit requires a substantial personal portfolio. This figure varies based on investment strategy, with a
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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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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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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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Macro
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