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S&P 500 on Pace for Fresh Record Despite Early Struggles
S&P 500 on Pace for Fresh Record Despite Early Struggles
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Amazon Stock Surpasses $3 Trillion Market Cap Milestone, Driven by Cloud Business Momentum
Amazon's stock price reached the milestone of a $3 trillion market capitalization, driven by strong growth in its cloud business. The company has seen accelerated earnings growth in the past two quart
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Iran's Islamic Revolutionary Guard Corps says its forces identify, track, and monitor all foreign vessels passing through the Strait of Hormuz.
Iran's Islamic Revolutionary Guard Corps says its forces identify, track and monitor all foreign vessels passing through the Strait of Hormuz. The statement reiterated Iran's claim of extensive survei
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Iran’s oil terminals appear largely idle this month amid ongoing US naval blockade
The US is maintaining the naval blockade to pressure Iran into a peace deal, though visibility into the terminals' operations remains patchy.
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Deutsche Bank Says SpaceX's $100 Billion Annual Revenue Target by Year-End Appears Achievable
Analysts estimate cloud-computing deals with Anthropic, Google and other customers could generate roughly $45–50 billion alone, while Cursor could provide another major growth engine. Elon Musk recent
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BSE to Join India's Benchmark Nifty 50 Index, Estimated to Attract $741 Million in Passive Flows
National Stock Exchange of India Ltd. (NSE) announced that BSE Ltd. will replace software maker Wipro Ltd. in the NSE Nifty 50 Index, effective September 30. Nuvama Institutional Equities estimates th
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Deepwater Asset Management partner Gene Munster warned that Google AI faces two major problems: talent drain and declining model rankings, and believes that SpaceX's AI business has better prospects.
Munster pointed out that approximately six key researchers have left Google's AI division in the past three months, which could impact the company's innovation culture and future AI model development
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ASML股价过去一个月下跌1.43%，但Bernstein分析师维持2,623美元的街头最高目标价，预示有50%的上涨空间
ASML股价近期承压，此前有报道称一家中国国有企业已开始量产浸没式DUV光刻机，引发了市场对中国DUV出口限制收紧的担忧。尽管如此，Bernstein分析师仍维持其2,623美元的街头最高目标价，较ASML当前股价1,740.99美元有约50%的上涨潜力。该分析师的乐观预期基于ASML在EUV领域的垄断地位、High-NA EUV的积极采用、HBM产能的激增以及不断扩大的已安装设备服务业务。ASM
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Investors Abandon Stock Hedges as Demand for Protection Falls to Lowest Level Since Last Year
Demand for protection against a drop in stocks has fallen to the lowest level since US President Donald Trump’s capitulation on tariffs last year, coinciding with stock indexes rallying to record high
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Japanese tech group NEC forms new department staffed solely by AI agents
The new department aims to boost productivity by clearly dividing tasks between humans and AI. In this setup, AI bots will manage automation tasks and report to human oversight, with worker agents als
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Iran's Supreme Leader Makes Six New Appointments at Armed Forces and IRGC
Iran's Supreme Leader Makes Six New Appointments at Armed Forces and IRGC
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Deepwater Asset Management管理合伙人Gene Munster看好苹果(AAPL)股票，预计iPhone将迎来“大规模升级周期”
Munster在CNBC节目中表示，尽管有报道称内存成本上升可能导致iPhone 18价格上涨，且Jefferies报告对全玻璃iPhone前景不佳，但他仍对苹果持乐观态度。他认为iPhone潜在的价格上涨可能提振苹果营收增长，对需求影响有限。Munster预计，由个性化AI驱动的更广泛的消费硬件升级周期将在2027年左右开始，这将为苹果带来新的增长机会。
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MarketWatch analysis points out that 17 S&P 500 component companies have achieved growth in both revenue and profit margins, and some of these stocks are undervalued.
These companies have grown quarterly sales per share by at least 40%, while also improving gross and operating margins.
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US Treasury 2/10 Yield Curve Hits Steepest Level Since Late May, Last 45.7 BPS
US Treasury 2/10 Yield Curve Hits Steepest Level Since Late May, Last 45.7 BPS
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Super Micro Computer股价上涨4%至32.48美元，惠普企业和戴尔科技分别上涨4%和3%，受AI服务器股票普涨提振，此前Super Micro Computer预告Q4毛利率将翻倍
Super Micro Computer的股价上涨是由于市场对其即将发布的2026财年第四季度财报的预期，该公司此前预告该季度毛利率将达到15%至17%，几乎是此前展望的两倍，并拥有超过600亿美元的创纪录订单积压。惠普企业和戴尔科技的股价上涨则更多是受AI服务器板块整体情绪的带动。
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Sands Capital Technology Innovators Fund disclosed in its Q2 2026 letter to investors that it has added Arm Holdings (ARM) to its portfolio.
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU deman
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Sands Capital Technology Innovators Fund Adds Intel (INTC) to Portfolio, Citing Growing CPU Demand from AI Inference Workloads
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (INTC) as a new holding. The fund believes that as AI workloads evolve towards inference, agentic
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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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American Bankers Association (ABA) President and CEO Rob Nichols argues for strengthening the Clarity Act, not killing it.
American Bankers Association (ABA) President and CEO Rob Nichols argues for strengthening the Clarity Act, not killing it.
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Yahoo Finance analysis identifies Micron, PDD Holdings and Adobe as Nasdaq-100中最便宜的股票 (cheapest stocks), citing low forward P/E ratios but notes underlying risks for each.
The analysis highlights Micron Technology (MU) with a forward P/E of 6.5, PDD Holdings (PDD) at just over 8, and Adobe (ADBE) at 9, all significantly below the S&P 500 average of 21. However, it cauti
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The U.S. Treasury announced it would more than double the size of its long-term debt buybacks, pushing yields sharply lower.
The move is aimed at easing pressure in the fixed income market, where yields have soared to near 20-year highs.
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POET Technologies (POET) receives an initial $50M Lumilens purchase order with $500M+ framework potential, leading 24/7 Wall St. to set a $21.14 BUY target, implying 124.89% upside.
The AI optical computing stock's Q2 FY26 revenue was $569,925, up 112.29% year-over-year but missing expectations by 17.58%. The company closed the quarter with approximately $796 million in cash and
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AI cloud provider Nebius Group plans to raise $4.5 billion through a private convertible debt sale to fund data centers and computing capacity
The Amsterdam-headquartered company intends to issue $2.75 billion in notes maturing in 2030 and $1.75 billion in notes maturing in 2034. Proceeds will be used to expand data center capacity, invest i
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Elon Musk's X Money to Offer 6% Annual Yields on Cash Deposits
Elon Musk's X Money, the financial section launched in July as part of the X social media platform's "super-app" ambitions, is offering to pay 6% annual yields on certain cash deposits.
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Anthropic's pre-IPO credit facility is set to exceed its roughly $10 billion target
Anthropic is assembling a revolving credit facility, with banks competing for a share of the expanded credit line to bolster their standing when the AI company selects underwriters for its upcoming in
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Moderna's stock doubles on promising cancer-vaccine results
The vaccine candidate, developed with Merck, is an mRNA therapy paired with the cancer drug Keytruda. It helped melanoma patients live longer in a late-stage trial, marking the first Phase 3 data for
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Centrifuge integrates Symbiotic liquidity network across $1.6B in Janus Henderson and NYLIM funds, offering immediate USDC liquidity to eligible holders.
Centrifuge integrates Symbiotic liquidity network across $1.6B in Janus Henderson and NYLIM funds, offering immediate USDC liquidity to eligible holders.
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Ed Yardeni Sees Interest Rates 'Back to Normal' at 4%-5%
Edward Yardeni, president of Yardeni Research, explained that he views interest rates at this level as "a healthy sign of a healthy economy."
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Europe's Bond Sales Rebound at Record Pace, Jolting Market Out of Summer Lull
Europe's bond sales are roaring back from the summer lull at the fastest pace on record, resuming the breakneck pace of borrowing seen globally throughout the year.
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Analysis suggests that among the two newly listed small modular reactor (SMR) companies, Oklo holds more investment value than X-Energy due to its slightly faster project progress.
Oklo (NYSE: OKLO) went public in May 2024 through a SPAC merger, while X-Energy (NASDAQ: XE) listed in April this year. Both companies are dedicated to developing next-generation nuclear energy techno
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Amazon management stated that its AWS AI business has an annual revenue run rate exceeding $25 billion, growing by a triple-digit percentage year-over-year.
The data was disclosed in Amazon's earnings report on July 30. Additionally, Amazon's custom chip business has reached the same scale.
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Ukraine anti-corruption team raids home of top Zelenskyy aide
The searches come hours after the ousted defence minister launched a blistering attack on the wartime president.
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JPMorgan Chase's August Analyst Focus List recommends 5 high-dividend stocks, with Annaly Capital Management (NLY) yielding 12.60%.
JPMorgan Chase's August Analyst Focus List highlighted five stocks with dividend yields ranging from 3% to nearly 13% that combine passive income with strong total return potential. Among them, Annaly
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India approves incentive scheme to promote piped natural gas connections as Iran war drives up LPG costs
The Indian government has approved a "Scheme to Incentivize Domestic Piped Natural Gas Connectivity" aimed at increasing the supply of cooking gas to households. This move comes as the Iran war has di
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Bitwise CIO Matt Hougan believes investors may be underestimating future blockchain transaction activity by 10 to 100 times, driven by tokenized markets and AI agents.
Hougan, in a note outlining common investor mistakes, argued that moving traditional assets on-chain and introducing AI agents could significantly increase transactions. He cited the potential for 24/
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U.S. Social Security Full Retirement Age is 67 for those born 1960 or later, not 65
For individuals born in 1960 or later, the full retirement age for U.S. Social Security benefits is 67, not 65. Claiming benefits at 65 is considered an early claim, which results in a reduced monthly
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Latin American digital banking platform Nu Holdings added 4 million new customers in the second quarter, bringing the total to 139 million, and net profit exceeded $1 billion for the first time.
Nu Holdings reported second-quarter revenue of $5.9 billion, a 39% increase year-over-year (FX neutral), with net income growing 49% to nearly $1.1 billion. As of June 30, its non-performing loan rati
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US Social Security Differentiates Tribal Casino Wages from Gaming Distributions for Benefits Calculation
For US tribal casino employees, wages reported on a W-2 form are considered earned income and count towards the retirement earnings test, potentially affecting early retirement benefits. However, per-
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Retail Investors Remain Bullish on AI, But Add Downside Protection
Retail investors are not entirely giving up on the artificial intelligence trade, but they are becoming more selective and adding downside protection as markets head into the fall. According to data f
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U.S. Stock Futures Flat Amid Retail Industry Earnings and Ahead of Fed Meeting Minutes
U.S. stock futures are muted as investors focus on retailer earnings and the upcoming minutes from the Federal Reserve's July meeting. Meanwhile, the global bond rout has abated, with the 30-year U.S.
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Reuters/Ipsos poll finds 69% of Americans believe Trump's business interests influence his decisions, with 63% deeming his family's crypto profits inappropriate.
Reuters/Ipsos poll finds 69% of Americans believe Trump's business interests influence his decisions, with 63% deeming his family's crypto profits inappropriate.
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US Mortgage Demand Stalled Last Week as 30-Year Fixed Rates Remained Unchanged at 6.77%, But Rates Have Started to Rise Again This Week
Total mortgage application volume was essentially flat, down 0.4% from the previous week. Applications to refinance a home loan rose 2% for the week, while applications to purchase a home fell 2%. Mor
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Macro
24H Trending
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Lookonchain: Bitcoin ETFs recorded a net inflow of 4,436 BTC (+$284.05M) on August 18; Ethereum ETFs saw a net inflow of 16,091 ETH (+$30.46M).
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Ethereum (ETH) Potential Analysis: A Deep Dive into its Long-Term Holding Value and Future Outlook
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OVO Coin Analysis: NFT Platform Role, Market Performance, and Future Metaverse Vision
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INDY Coin (Indigo Protocol) Analysis: Project Value and Market Status
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PARAM Coin Analysis: How Does Param Labs Build a Web3 Gaming Ecosystem?
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Cypherpunk launches Zcash mining fleet, controlling 18% of network hashrate, with $33.3M Winklevoss Capital backing to target 5% ZEC supply.
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Kraken's Krak Card Launches in the US, Offering Up to 2% Back in USD or Bitcoin, Supporting Spending in Over 600 Currencies
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Zcash (ZEC) Issuance and Circulation Analysis: Max Supply, Halving Mechanism, and Current Status
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9
OKXOKX App Official Download and Strategy Trading Feature Analysis
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TRCL Coin (Treecle) Project Analysis and Market Status
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