Macro
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JPMorgan Asset Management Chief ETF Strategist Maier: ETFs Are "Absolutely" Mainstream
JPMorgan Asset Management Chief ETF Strategist Maier: ETFs Are "Absolutely" Mainstream
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CrowdStrike and Palo Alto Networks shares jump over 5% to new highs, driven by renewed demand for AI-powered cybersecurity tools after Black Hat conference
The industry's annual Black Hat conference highlighted the rising threat from AI agents, leading analysts at BTIG to note that AI has fundamentally changed the threat landscape. While AI agents are no
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Cleveland Fed's Hammack: More than one interest rate hike will be needed to bring down inflation
Cleveland Federal Reserve President Beth Hammack stated on Monday that she anticipates multiple interest rate hikes will be required to rein in what she describes as broadening inflation. Hammack, who
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BofA research shows S&P 500 companies had strong Q2 earnings, with approximately 80% of companies reporting year-over-year EPS growth, and AI being the main growth engine.
Bank of America research indicates that as the Q2 earnings season draws to a close, nearly 90% of S&P 500 companies have reported results, with approximately 80% achieving year-over-year earnings per
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NuScale Power's small modular reactors (SMRs) are unlikely to meet the immediate power demands of AI data centers, with its first module project in Romania not expected to be operational unt
NuScale Power, the only company with United States Nuclear Regulatory Commission approval for its SMR designs, is an early-stage developer. While it has a collaborative agreement with the Tennessee Va
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FreightWaves CEO Craig Fuller said the freight recession is over, with stronger truck, rail, and container volumes, and higher freight rates having a minimal impact on consumer inflation.
FreightWaves CEO Craig Fuller said the freight recession is over, with stronger truck, rail, and container volumes, and higher freight rates having a minimal impact on consumer inflation.
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Cognex (CGNX) Q2 Revenue Reaches Record $290 Million, Profit Margins Significantly Improve, AI Becomes Growth Catalyst
Cognex CFO Dennis Fehr said the machine vision company's Q2 revenue reached approximately $290 million, a quarterly record; Q3 revenue guidance is $310 million, potentially setting another new high. T
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Magnitude 7.4 Earthquake Strikes Near Bogota, Colombia, Killing 47
Officials say at least 47 people have been killed in the quake, with some still trapped under rubble.
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CFRA raises 12-month S&P 500 target to 8,650
CFRA has increased its 12-month S&P 500 target to 8,650 from 7,730, which implies nearly 12% upside from August 7. The firm also lifted its 2026 year-end target to 8,050. Strategist Sam Stovall noted
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US State Department: Over 175,000 Visas Revoked Since President Donald Trump Took Office, as Part of Broader Immigration Enforcement Efforts
The U.S. State Department stated that these visa revocations target foreign nationals accused of crimes, fraud, violating visa regulations, threatening national security, or inciting violence against
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Berkshire Hathaway CEO Greg Abel to meet leaders of Buffett's Japanese trading houses next month in Japan.
This meeting is the first time the leaders of Japan's five major trading companies have met with Warren Buffett's successor in Japan since Buffett included these companies in Berkshire Hathaway's inve
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President Trump Extends Jones Act Shipping Waiver for 90 Days, Narrows Scope to Energy Commodities and Fertilizer
President Trump extended the Jones Act shipping waiver for another 90 days, narrowing its scope to focus on energy commodities and fertilizer. The Pentagon and U.S. maritime authorities will also cons
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The U.S. Strategic Petroleum Reserve (SPR) fell below 300 million barrels for the first time since 1983, reaching 298.3 million barrels, while international oil prices rose by over 4% during intraday trading.
U.S. Department of Energy data shows that as of the week ending August 7, the U.S. SPR decreased by approximately 6.1 million barrels, falling below the 300 million barrel mark and reaching its lowest
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Trump: Iran is asking for compensation for damage incurred during the last five months of military conflict
Trump: Iran is asking for compensation for damage incurred during the last five months of military conflict
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OpenAI Introduces Premium Seats for ChatGPT Business, Priced at $125 Per User Per Month ($100 Per User Per Month When Billed Annually)
OpenAI Introduces Premium Seats for ChatGPT Business, Priced at $125 Per User Per Month ($100 Per User Per Month When Billed Annually)
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Wall Street's confidence in tech stocks remains undiminished, with an estimated $216 billion in inflows this year, according to Bank of America data.
Despite investor concerns about capital expenditures from companies like Meta, Google, and Amazon, technology stocks have shown strong performance in fund inflows, according to the latest data from Ba
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Goldman Sachs Chief Economist: The Federal Reserve's Future Policy Decisions Will Focus More on Inflation Data Than Employment, Expects Further Cooling of Inflation
Goldman Sachs Chief Economist Jan Hatzius stated on August 7 that the Federal Reserve might prioritize inflation data over employment data in future policy decisions. He believes that June's inflation
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Yahoo Finance: Micron, Dell, and Super Micro poised for further gains amid strong AI infrastructure demand
A Yahoo Finance analysis highlights that Micron Technology (MU), Dell Technologies (DELL), and Super Micro Computer (SMCI) are well-positioned for continued growth into 2027, driven by robust demand f
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Goldman Sachs co-head of global banking and markets Ashok Varadhan advised investors to stay invested, expecting the Federal Reserve not to raise interest rates this year, oil prices to fall below $70/barrel, and the economy to benefit from AI.
Goldman Sachs co-head of global banking and markets Ashok Varadhan advised investors to stay invested, expecting the Federal Reserve not to raise interest rates this year, oil prices to fall below $70
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Trump: I am likewise demanding compensation from Iran
Trump: I am likewise demanding compensation from Iran
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Nvidia Partners with Wall Street Giants on $500 Billion AI Financing Initiative
Nvidia is partnering with a consortium of Wall Street investment giants on a $500 billion AI financing initiative, according to the Financial Times. The group reportedly includes Apollo, Blackstone, a
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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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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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TD Securities' Goldberg: Fed to Try and Hold Rates Steady, Rate Hikes Could Flatten Yield Curve
Gennadiy Goldberg, head of US rates strategy at TD Securities, stated that while Federal Reserve interest rate hikes could help flatten the yield curve, he believes the Fed will attempt to maintain st
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Eagle Capital Management在其2026年第二季度投资者信中指出,亚马逊AWS业务增长快于预期且规模将更大,但行业结构恶化可能给回报带来压力
该投资管理公司表示,AWS、微软Azure和谷歌云平台是高利润业务,具有强劲增长、利润率和资本回报。尽管这些业务的增长速度和未来规模都将超出此前预期,但其所处的行业结构已不如几年前。
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Marvell Technology shares jump over 11% premarket after granting Google option to buy up to $12.2 billion stake in custom chip deal
Marvell Technology shares jump over 11% premarket after granting Google option to buy up to $12.2 billion stake in custom chip deal. This agreement, which will make Google one of Marvell's largest inv
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Google paid $10 million for Spirit Airlines data to feed its AI models.
Google paid $10 million for Spirit Airlines data to feed its AI models.
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Analysis indicates that SPYI, JEPQ, and GPIQ, three option income ETFs, face structural headwinds amidst declining market volatility.
Article analysis indicates that with the CBOE Volatility Index (VIX) falling to 15.19 points, option premium income strategies face structural headwinds. In this context, the performance mechanisms of
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Eagle Capital Management noted that Micron (MU) earnings have surpassed Apple and Microsoft, but it believes current earnings may overstate potential economic benefits.
In its Q2 2026 investor letter, Eagle Capital Management stated that Micron, as the sole DRAM memory producer in the US, has seen its profitability surge from thin margins to surpassing Apple and Micr
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Former Signature Bank Chairman Scott Shay warns that as his new company N3XT expands globally, large banks could use blockchain payments to seize market share from smaller competitors.
Scott Shay, founder of Signature Bank and creator of its Signet payment network, stated that as digital assets become further integrated into mainstream finance, large U.S. banks may leverage blockcha
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Eagle Capital Management: NVIDIA's AI Dominance May Face Challenges, Customer Self-Developed Chips to Squeeze Its Market Share and Profit Margins
Investment management firm Eagle Capital Management noted in its Q2 2026 investor letter that despite NVIDIA's dominance in the AI accelerator chip market, its largest customers (including Google, Ama
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Prominent hedge funds such as David Tepper, Daniel Loeb, and Chase Coleman all bought into SpaceX last quarter, but their holdings each represent well under 1% of their portfolios.
The buying behavior of these well-known hedge funds is seen by some market observers as a potential buy signal. However, Morningstar's fair value target for SpaceX is $62, implying more than 50% downs
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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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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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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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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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Zcash (ZEC) Issuance and Circulation Analysis: Max Supply, Halving Mechanism, and Current Status
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OKXOKX App Official Download and Strategy Trading Feature Analysis
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ACH Coin Price Today: Alchemy Pay (ACH) Current Status and Future Value Outlook
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China Eases Limits on Nvidia H200 Chip Shipments for Key Tech Groups
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What is BCPX coin? Analyzing the current status and investment considerations of tokens with the same or similar names.
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Four Key Ethereum Upgrades Before Year-End: Enhancing Performance and User Experience
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