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Cleveland Fed President Hamack: Inflation will not fall back on its own; current interest rates are not restrictive enough, and multiple rate hikes may be needed.
Cleveland Federal Reserve President Beth Hamack said on Monday that multiple interest rate hikes may be needed to bring inflation down to the Federal Reserve's 2% target, but she did not want to preju
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AI Stock Heavy ETF Risks Spreading to Broader Equity Market
Bloomberg reports that a growing share of equity leverage is riding on the same AI names, many of which have seen historic swings, causing risks to spread to the broader equity market.
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Mercatus Center高级研究员Hoenig表示，美联储正采取观望态度，即将公布的通胀数据将是其未来政策的关键决定因素
Mercatus Center高级研究员Thomas Hoenig表示，美联储目前正维持谨慎的观望态度，等待即将公布的通胀报告，包括消费者物价指数（CPI）和生产者物价指数（PPI）数据。他强调，这些数据对于制定未来的政策决策至关重要。
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Gautam Adani Wins Dismissal of US Securities Fraud Charges
The decision ends a blockbuster case that had threatened the expansion of the Indian billionaire’s giant conglomerate.
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Trump spoke to Federal Reserve's Warsh a couple days ago
Trump spoke to Federal Reserve's Warsh a couple days ago
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Donald Trump said the US had swept the entire strait for mines
Donald Trump said the US had swept the entire strait for mines
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Trump says US still has ability to escalate (with Iran)
Trump says US still has ability to escalate (with Iran)
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Meta's latest model advances Zuckerberg's vision for personal AI assistants
Meta's latest model advances Zuckerberg's vision for personal AI assistants
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Iran's Foreign Ministry warns U.S. sanctions are undermining diplomacy, stating further sanctions could reduce chances of a negotiated resolution
Iran's Foreign Ministry criticized Washington’s economic sanctions, arguing they reflect a failure to pursue diplomacy. Tehran stated that decades of pressure have failed to force Iran into submission
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Bernard Haykel: Iran Doing Good Job of Rattling Trump, Cannot Keep Sole Control of Strait of Hormuz
Princeton Professor Bernard Haykel stated that the Iranian government is succeeding at "rattling" President Trump, who needs to be much cooler in negotiations. Haykel added that Iran cannot maintain s
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Trump: Administration Recognizing Childhood Vaccine Recommendations For Only 11 Core Vaccinations
Trump: Administration Recognizing Childhood Vaccine Recommendations For Only 11 Core Vaccinations
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Michael Saylor转发：比特币政策研究所及数字资产联盟发布公开信，呼吁AI实验室向开源防御者提供前沿AI模型访问权限
Michael Saylor转发了比特币政策研究所（Bitcoin Policy Institute）的一条推文。该研究所与数字资产生态系统内的广泛联盟发布了一封公开信，呼吁全球领先的AI实验室向合格的开源防御者提供前沿AI模型的信任访问权限。公开信指出，过去几周的情况已明确表明，数字资产基础设施和开源软件的防御者需要访问最新的AI能力，以进行全面的安全审查，并领先于日益复杂的对手。该联盟包括开源
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Lebanon reportedly files new lawsuit against former central bank chief Riad Salameh, also indicting ex-commercial banker Samir Hanna over alleged financial crimes
Judicial sources indicate that Salameh and Hanna, former head of Lebanon's Bank Audi, are accused of embezzling tens of millions in funds from the Lebanese central bank. This marks the first time a co
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Iran's Supreme Leader's Office Appoints IRGC Veteran Mohsen Rezaee as Secretary of Supreme National Security Council
Iran's Supreme Leader's office has appointed Mohsen Rezaee, a former commander-in-chief of the Islamic Revolutionary Guard Corps (IRGC) for 16 years, as the new secretary of the Supreme National Secur
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Russian Court Bars Only Anti-War Party Yabloko from Standing in Next Month's Parliamentary Elections
A Moscow court ruled that Yabloko, Russia's only registered party to openly oppose the war in Ukraine, will not be allowed to participate in the upcoming parliamentary elections. The case against Yabl
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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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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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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
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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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Macro
24H Trending
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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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OKXOKX App Official Download and Strategy Trading Feature Analysis
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Zcash (ZEC) Issuance and Circulation Analysis: Max Supply, Halving Mechanism, and Current Status
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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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Analysis Report: Dollar-Cost Averaging Since 2025 Peak, Bitcoin Outperforms XRP, Losing 16.5% and 41.5% Respectively
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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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Why is Bitcoin Making Traditional Banks Nervous? The Evolving Financial Landscape Under Challenge and Integration
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Four Key Ethereum Upgrades Before Year-End: Enhancing Performance and User Experience
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Alpaca Finance's Current Status and CoW Protocol's Trading Innovation Analysis
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