Macro
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US-Iran nuclear deal odds hit new lows on Kalshi, with traders pricing just a 40% chance before 2028 and 50% before Jan. 20, 2029, with contracts sharply down from spring highs.
US-Iran nuclear deal odds hit new lows on Kalshi, with traders pricing just a 40% chance before 2028 and 50% before Jan. 20, 2029, with contracts sharply down from spring highs.
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Financial expert Dave Ramsey warns nearly 50% of Americans make a major Social Security mistake, offering a 3-step fix to secure retirement
Ramsey highlights that Social Security benefits are designed to replace only 40% of pre-retirement income, with the estimated average monthly benefit for 2026 being $2,071. He points to a 2023 study i
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Nasdaq-listed SAIHEAT has agreed to merge with Canopy Wave to pivot to the AI inference business.
Nasdaq-listed company SAIHEAT has signed a definitive merger agreement with Canopy Wave, a California-based AI inference and GPU cloud platform company. The transaction aims to pivot the combined comp
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Healthcare Stocks Increasingly Trade Opposite to Tech, Showing Negative Correlation with Semiconductor ETFs
A Wall Street Journal analysis, citing FactSet data, indicates that large-cap pharmaceutical and health insurance stocks have moved into negative correlation with semiconductor exchange-traded funds i
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SK Hynix's indirectly held shares in Kioxia, through a special purpose vehicle, have increased to 14.19%, surpassing Toshiba's 14.06%, making it the largest shareholder of the Japanese NAND manufacturer Kioxia.
SK Hynix's indirect stake in Kioxia, held through a special purpose vehicle, has risen to 14.19%, surpassing Toshiba's 14.06% and making it the largest shareholder in the Japanese NAND manufacturer. A
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Advance Payments for Future Services Can Trigger Social Security Withholding Early, Affecting Seasonal Workers' Benefits
Under cash-method accounting, nonrefundable deposits collected in one year for services to be performed the next can be counted as income for the collection year. This can lead to Social Security with
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The Reserve Bank of Australia (RBA) maintained its benchmark interest rate at 4.35%, in line with market expectations.
The Reserve Bank of Australia (RBA) on Tuesday kept its benchmark interest rate unchanged at 4.35%, in line with market expectations, following signs that inflation has begun to cool. The decision was
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Cloud service provider DigitalOcean (DOCN) stock price has surged 275% over the past 12 months, significantly outperforming Amazon, Microsoft, and Google. The company reported a 29% revenue increase to $281.2 million in Q2 2026, with AI customer annualized recurring revenue (ARR) growing 212% year-over-year to $234 million.
Cloud service provider DigitalOcean (DOCN) stock price has surged 275% over the past 12 months, significantly outperforming Amazon, Microsoft, and Google. The company reported a 29% revenue increase t
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MUFG Bank warns dollar at risk of falling due to Fed's unclear rate path amid Middle East energy shock, despite DXY rising 0.1% to 99.895
MUFG Bank’s Derek Halpenny stated that the dollar is at risk of falling given the lack of confidence in how the Federal Reserve will respond to the energy-price shock driven by the Middle East conflic
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The U.S. Army plans to order $5.39 billion worth of Patriot PAC-3 MSE missiles from Lockheed Martin to replenish stocks depleted by the conflict with Iran and expand reserves.
The U.S. Army announced last month its plan to order 53.9 billion dollars worth of new Patriot PAC-3 MSE (Patriot Advanced Capability-3 Missile Segment Enhancement) air defense missiles from Lockheed
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UK MPs write to major bank CEOs, demanding explanation for crypto account refusal and payment restrictions
The co-chairs of the UK Parliament's Crypto and Digital Assets All-Party Parliamentary Group (APPG) have written to the CEOs of major UK banks, demanding an explanation for their treatment of cryptocu
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Fed Chair Kevin Warsh could raise interest rates using two nontraditional methods: removing forward guidance and deleveraging the Fed's balance sheet.
The Federal Reserve Chair Kevin Warsh and policymakers have two methods to influence interest rates without adjusting the federal funds target rate. First, Warsh has already removed forward-looking gu
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Barclays and RBC Capital Markets analysts expect European defense stocks to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage.
Barclays and RBC Capital Markets analysts expect European defense stocks to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage.
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S&P 500 hits record high, short sellers under pressure, analysis suggests further stock market gains
The S&P 500 index recently hit a new all-time high, putting significant pressure on short positions in the market. Some analyses suggest that this pressure on short sellers could indicate further upsi
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Indian equity funds' July inflows slow, small- and mid-caps remain in demand
Investors continue to pour money into Indian small-cap and mid-cap strategies, despite global headwinds including soaring oil prices.
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Ukrainian President Zelenskyy warns Russia is preparing for war escalation, citing North Korean military equipment and increased missile production
Zelenskyy stated via X that Russia's actions, including bringing in North Korean equipment, increasing ballistic missile production, and preparing for mobilization, indicate Moscow is not preparing fo
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Trump sends conflicting signals on Iran strategy
Trump sends conflicting signals on Iran strategy
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Iran threat prompted President Trump to secretly switch planes in Turkiye last month, with Air Force One serving as a decoy, according to US media reports.
Reports from The Washington Post and The New York Times indicate that President Trump was discreetly moved into a catering container, which then transported him to a smaller C-32A aircraft for his fli
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ECB to Solicit Public Feedback on Future Euro Banknote Designs at August 20 Frankfurt Concert
The European Central Bank (ECB) and the Frankfurt Radio Symphony will host the Europa Open Air concert on August 20, 2026, at Weseler Werft in Frankfurt. At the free event, the ECB will have an inform
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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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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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Saudi Arabia offers full oil supplies to at least three European buyers, easing regional supply concerns
Saudi Aramco has notified at least three European refiners that it will supply full contractual crude volumes next month. The move eases concerns about crude supply in the region following earlier dis
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Nebius Group's Q2 AI cloud contracts saw estimated payback period shorten to ~1 year 10 months, down from a historical 2-3 years
The improvement in the payback period for Nebius Group's (NASDAQ: NBIS) AI cloud contracts, combined with higher contract values averaging over $1 billion each for four major Q2 deals and customer pre
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SkyBridge Capital创始人Scaramucci指出,比特币10万美元是“OG卖家”的关键卖出点,并看好AI与区块链的融合
Anthony Scaramucci在怀俄明区块链研讨会上表示,去年许多持有比特币10-15年的“OG卖家”将10万美元视为一个“神奇数字”并选择出售,这增加了市场的抛售压力。他还预计未来AI代理进行交易时,很可能通过区块链进行,预示着AI与区块链的融合。SALT首席执行官John Darsie补充说,比特币持有者基础的变化(老用户出售,机构和家族办公室增持)是其成熟过程的一部分,有助于降低波动性
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Al Jazeera's commentary points out that the White White House envoy finds it difficult to sway Israeli Prime Minister Netanyahu, as his political survival is closely tied to the state of the war.
Commentators believe that any agreement to end the Israeli conflict could cause political damage to Netanyahu, making him inclined to prolong negotiations. This follows US Middle East envoy Kushner's
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U.S. seeks to close loophole allowing Chinese AI firms to access Nvidia's advanced GB300 chip power via overseas cloud data centers, with lawmakers weighing new legislation
U.S. seeks to close loophole allowing Chinese AI firms to access Nvidia's advanced GB300 chip power via overseas cloud data centers, with lawmakers weighing new legislation
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Deutsche Bank's Uller: Stock markets can withstand rate hike shock
Maximilian Uleer of Deutsche Bank says equity markets are not seriously threatened by higher bond yields.
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JPMorgan Chase: Tesla Optimus Humanoid Robot Production Line Being Installed, Commercial Sales to Public as Early as H2 2027
JPMorgan Chase recently published a report after surveying Tesla's Fremont factory, stating that the design for Tesla's Optimus humanoid robot Gen 3 has been finalized, the supply chain is largely loc
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JPMorgan Chase: Tesla's Robotaxi Business Progressing Actively, FSD v15 Launch This Year is Key to Fleet Expansion
Following a recent survey of Tesla's Fremont factory, JPMorgan Chase released a report stating that the progress of Tesla's Robotaxi business is largely consistent with the timeline disclosed by manag
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Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
Analysts attribute this valuation gap to the memory market's historical boom-and-bust cycles, which lead investors to apply lower multiples even during periods of strong growth. However, Micron's new
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Second Nord Stream Sabotage Suspect Arrested in Croatia
Second Nord Stream Sabotage Suspect Arrested in Croatia
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US Mortgage Rates Today (Aug 19): 30-year fixed rises to 6.55% (+2 bps), while 15-year fixed and 5/1 ARM ease to 5.87% (-7 bps) and 6.31% (-8 bps) respectively.
According to Zillow lender marketplace data for Wednesday, August 19, 2026, the average 30-year fixed mortgage rate increased by two basis points to 6.55%. Meanwhile, the 15-year fixed rate fell seven
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'Bond King' Jeff Gundlach expresses skepticism about Wall Street's $500 billion AI investment, comparing it to asset-backed securities guaranteed by bananas
DoubleLine Capital创始人兼CEO、被称为“债券之王”的Jeff Gundlach表示,华尔街与英伟达等公司共同发起的5000亿美元AI投资计划“不太可能善终”,并将其比作由“未知寿命”的香蕉担保的资产支持证券。该计划于8月10日宣布,旨在为AI数据中心、服务器和冷却系统提供资金。Gundlach的评论反映了投资界对AI盈利能力和芯片价值持久性的担忧,尤其是在私有信贷市场快速增长的
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Relativity Networks raises $22 million to bring a faster kind of fiber to data centers
Relativity Networks secured $22 million in SAFE note funding, led by Rhapsody Venture Partners, Bell Ventures Inc., and Faster Than Glass LLC. The company specializes in hollow-core fiber, a technolog
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US DoJ charges 17 Iranians over 'massive' cyber theft campaign, alleging they stole $3.4bn in data for Iranian government
The US Department of Justice (DoJ) stated that 17 Iranians were charged for allegedly conducting a years-long "coordinated campaign" of cyber attacks. The DoJ claims the Iran-based Mabna Institute tar
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Currency strategists warn of mounting dollar risks, citing Treasury concerns, softer U.S. data, and uncertain Fed policy as potential weakening factors.
Despite recent strength, currency strategists believe growing fiscal risks, softer economic data, and uncertainty over Federal Reserve policy could intensify pressure on the U.S. dollar. Saxo's Chief
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Samsung Electronics has raised the prices for some of its advanced process chip foundry services, with increases of up to 15%, in response to the surging demand for AI chips.
Samsung raised its foundry prices for 4-nanometer and 5-nanometer process chips by 10% to 15% in July, and 8-nanometer process prices by nearly 10%, primarily for customers in mainland China and the U
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The 2026 World Robot Conference kicks off in Beijing, with Chinese startups showcasing AI and robot capabilities to boost investor confidence amid a race to go public.
The event features demonstrations such as AI2 Robotics' AlphaBot serving ice cream and kickboxing robots, highlighting real-world applications of their technology.
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BlackRock Says Copper's Upward Trend Can Continue, Citing a Very Tight Market
BlackRock Says Copper's Upward Trend Can Continue, Citing a Very Tight Market
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OpenAI's losses deepen and it falls behind Anthropic, Altman pauses frontier AI training
OpenAI CEO Sam Altman has paused the training of a frontier reinforcement learning AI to enhance safety controls, amidst the company's expanding losses and intensifying competition.
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Goldman Sachs remains upbeat on offshore wealth management despite China's tighter scrutiny, forecasts Standard Chartered wealth fee income to grow 30% by 2026
Goldman Sachs remains upbeat on offshore wealth management despite China's tighter scrutiny, forecasts Standard Chartered wealth fee income to grow 30% by 2026. The Wall Street investment bank also pr
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U.S. Treasury yields pull back from multi-decade highs, with the 10-year note yield falling 2 basis points to 4.686% ahead of FOMC minutes
The 2-year Treasury note yield fell over 2 basis points to 4.154%, while the longer-dated 30-year Treasury bond yield fell over 1 basis point to 5.272% after notching a new 19-year high on Tuesday. Th
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Egypt's bond risk premium has fallen to its lowest level since 2014.
The decline is attributed to record foreign-currency reserves and a vote of confidence from the International Monetary Fund, signaling an easing of the nation's decade-long debt distress.
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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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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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OVO Coin Analysis: NFT Platform Role, Market Performance, and Future Metaverse Vision
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COOK Token Issuance Analysis: Supply Situation Under Different Project Backgrounds
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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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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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TRCL Coin (Treecle) Project Analysis and Market Status
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