Macro
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Morgan Stanley: Market Severely Underestimating Value of SpaceX AI Business, Stock Could Reach $600 in Bull Case Scenario
Morgan Stanley, in its research report on August 10, pointed out that the market's implied valuation of SpaceX's AI business is extremely conservative, treating it as a common emerging cloud service p
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South Korea's economy expanded 3.8% on-year in H1, accelerating from 1.8% in H2 last year, with resilient fundamentals despite stock market turmoil
South Korea's economy expanded 3.8% on-year in H1, accelerating from 1.8% in H2 last year, with resilient fundamentals despite stock market turmoil. The stock market volatility has shaken investor con
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U.S. Treasury securities have underperformed all major government bond indices except Japan since President Donald Trump's inauguration.
U.S. Treasury securities have underperformed all major government bond indices except Japan since President Donald Trump's inauguration.
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Europe Stocks Poised to 'Grind Higher,' BNP Paribas Says
Europe Stocks Poised to 'Grind Higher,' BNP Paribas Says
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ADI Chain has partnered with Shipfinex to tokenize commercial vessels using blockchain technology, aiming to open up the $680 billion ship financing market to a broader range of institutional capital.
Dubai-based maritime tokenization company Shipfinex has partnered with blockchain platform ADI Chain, aiming to bring the $2 trillion commercial shipping asset class onto the blockchain. This collabor
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Zheshang Securities: A-share strategy will shift from AI "K-shaped" divergence to "diamond-shaped" mid-section thickening, but not a full-blown bull market
The brokerage pointed out that the "K-shaped" pattern of excessive capital concentration in AI technology is unsustainable, due to a shift in the AI narrative's slope, deteriorating market microstruct
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FlightAware Sues Kalshi Over Alleged Unauthorized Data Use for Flight Cancellation Markets
FlightAware has sued Kalshi over alleged unauthorized data use for flight cancellation markets. FlightAware is also seeking a temporary restraining order to bar Kalshi from activities involving the fl
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South Korea's Kospi index rose 1.2% on Tuesday, with Samsung Electronics up about 5%, as sentiment in the tech sector stabilized; oil prices rose for a fourth consecutive day, rekindling inflation concerns, while gold fell 0.3% to $4376/ounce.
Driven by relatively optimistic sentiment in the technology sector, South Korea's Kospi index rose 1.2% on Tuesday, with Samsung Electronics gaining approximately 5%, boosted by expectations of shareh
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RBA Holds Key Rate Steady at 4.35%
The Reserve Bank of Australia (RBA) unanimously decided to keep its key interest rate unchanged at 4.35%, stating it will hike further if required.
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Latin American used car platform Kavak pilots AI CEO in a Mexican city, profit grows 50% in six weeks.
Latin American used car trading platform Kavak piloted an AI CEO in its Cuernavaca, Mexico operations, achieving a 50% profit increase within six weeks. The AI CEO was responsible for operational deci
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BOK Senior Deputy Governor says central bank should continue raising interest rates after July hike, citing strong growth and persistent inflation
Bank of Korea (BOK) Senior Deputy Governor Ryoo Sang-dai stated on Tuesday that the central bank should keep raising interest rates following its first hike in over three years. He noted that strong g
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Payments platform Decta explores stablecoin-backed fund settlements, will use USDC via OpenPayd infrastructure
Payments platform Decta is exploring the use of stablecoins for fund settlements, aiming to achieve faster international transfers and more efficient liquidity management. The company will use USDC vi
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Anthropic announced that content generated by Claude will embed invisible watermarks, which will remain traceable even after being copied and pasted.
Anthropic is introducing machine-readable marking technology for its Claude series of AI models. All text generated by Claude will be embedded with invisible watermarks, while images and other files w
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Samsung Electronics' AI memory profit growth sparks market expectations for its first special dividend in six years
Samsung Electronics CFO Park Soon-cheol confirmed during the Q2 earnings call on July 30 that the board and management are discussing the next shareholder return plan.
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South Korean Government Approves Amendment to Strengthen Virtual Asset Service Provider (VASP) Registration and Anti-Money Laundering Requirements, Travel Rule Expanded to All Transaction Sizes
The South Korean Financial Services Commission (FSC) announced that the government approved the amendment to the "Act on Reporting and Using Specified Financial Transaction Information" at a cabinet m
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Trump Makes New Demands on Iran as Deal Hopes Dim
Trump Makes New Demands on Iran as Deal Hopes Dim
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Libya's largest Zawiya oil refinery catches fire after drone strike
A drone attack ignited gasoline at Libya's Zawiya oil refinery, the country's largest operational facility. No casualties were reported, but days of strikes from unknown attackers have forced Libya’s
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Goldman Sachs: AI Leverage, Soaring US Treasury Yields, and Strait of Hormuz Situation Signal Global Capital Shifting from "Abundance" to "Scarcity"
Goldman Sachs published a report on August 10, stating that global markets are undergoing a structural shift from "savings glut" to "capital scarcity." The report analyzed three seemingly independent
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The White House pledged to push for the CLARITY Act's passage in September.
White House official Patrick Witt stated that the Senate is preparing to vote on the CLARITY Act in September, and prior to that, the White House will continue to negotiate with Democrats to ensure th
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London-based 30-person start-up Cosine receives UK government backing to build a ‘sovereign AI’ model, aiming to be Britain’s answer to OpenAI.
London-based 30-person start-up Cosine receives UK government backing to build a ‘sovereign AI’ model, aiming to be Britain’s answer to OpenAI.
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U.S. SEC to vote this week on proposing "Regulation Crypto" to support certain digital asset offerings
The U.S. Securities and Exchange Commission (SEC) has scheduled a meeting for August 14 to vote on proposing its first major crypto rulemaking process, dubbed "Regulation Crypto." This formal rule aim
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a16z Research: AI Agent Computer Operation Accuracy Has Surpassed Humans, Hourly Cost Lower Than Offshore Outsourcing
According to the latest research by Fabrizio Serafini, an early AI investment partner at a16z, the completion rate of the current optimal AI Agent in standard computer operation benchmarks has reached
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Yen joint intervention effect fades, exchange rate returns to 159.28, market focus shifts to Bank of Japan (BOJ) rate hike timing
The Japanese Yen, after rebounding from a near 40-year low of 164 against the US dollar to 155, has weakened again and is currently trading at 159.28. The market generally believes that the impact of
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Colombia's far-right government recognizes Israeli claim over Golan Heights, becoming only the second country to do so
Colombia's Foreign Ministry announced on Monday its recognition of Israeli sovereignty over the occupied Syrian Golan Heights, citing Israel's right to protect itself against external threats. This mo
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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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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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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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2
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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What is BCPX coin? Analyzing the current status and investment considerations of tokens with the same or similar names.
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China Eases Limits on Nvidia H200 Chip Shipments for Key Tech Groups
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Four Key Ethereum Upgrades Before Year-End: Enhancing Performance and User Experience
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