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Analysts predict Berkshire Hathaway副董事长 Greg Abel may eventually acquire Microsoft stock, a move Warren Buffett avoided due to potential conflict of interest.
The analysis suggests that with Bill Gates no longer on Berkshire's board, the ethical constraints that prevented Buffett from investing in Microsoft have weakened. Abel has also shown a willingness t
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Veritas-Backed Gainwell Kicks Off Bond Portion of $5.8 Billion Debt Overhaul, Marking US Software Sector's Biggest Junk-Debt Financing of 2026
Veritas-Backed Gainwell Kicks Off Bond Portion of $5.8 Billion Debt Overhaul, Marking US Software Sector's Biggest Junk-Debt Financing of 2026
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Norway Wealth Fund CEO says financial markets keep rising despite challenges
Norway Wealth Fund CEO says financial markets keep rising despite challenges
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Norway Wealth Fund CEO says we are in an abnormal situation at the moment
Norway Wealth Fund CEO says we are in an abnormal situation at the moment
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Norway Wealth Fund CEO warns it is not improbable that entire value of fund could be lost in the future
Norway Wealth Fund CEO warns it is not improbable that entire value of fund could be lost in the future
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JPMorgan Chase CEO Dimon warns investors: Inflation may not decline due to strong spending in AI sector
JPMorgan Chase CEO Jamie Dimon stated that strong spending in artificial intelligence (AI) could prevent inflation from falling and might prompt Federal Reserve Chairman Kevin Warsh to raise interest
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U.S. forces fired on a Panama-flagged ship that attempted to breach the American blockade of Iranian ports on Tuesday, WSJ reports.
U.S. forces fired on a Panama-flagged ship that attempted to breach the American blockade of Iranian ports on Tuesday, WSJ reports.
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Silver futures opened 1% higher on Tuesday at $65.94/ounce, breaking above $65 for the first time since June, influenced by employment data and the situation in Iran.
Silver September futures reached $65.45 at 8:00 AM ET on Tuesday. The surge was primarily driven by last week's employment report, which reduced the likelihood of a Federal Reserve rate hike in Septem
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U.S. private sector hiring slowed for the sixth consecutive week, with an average of 8,250 new jobs added in the week ending July 25, according to ADP data.
According to the ADP report, U.S. private sector hiring activity slowed for the sixth consecutive week. In the four weeks ending July 25, the average weekly increase in new jobs was only 8,250, signif
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Russia’s Central Bank Proposes Allowing Bitcoin, Ether, and USDT to Trade on Regulated Exchanges
Russia’s Central Bank Proposes Allowing Bitcoin, Ether, and USDT to Trade on Regulated Exchanges
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The mission of the United Nations Interim Force in Lebanon (UNIFIL) is set to conclude at the end of the year, and future peacekeeping operations may be significantly scaled back, raising concerns about a security vacuum.
Al Jazeera reported that as the mandate of the United Nations Interim Force in Lebanon (UNIFIL) expires at the end of this year, future peacekeeping missions may be significantly scaled back, despite
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Laura Cooper, global investment strategist at Nuveen, believes the Federal Reserve will take a wait-and-see approach to interest rates.
Nuveen Global Investment Strategist Laura Cooper discussed the rise in real yields and the Federal Reserve's rationale for tightening policy on Bloomberg, and expressed the above views in this context
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Reuters survey: U.S. government bond yields are expected to fall over the next year, with the 10-year yield projected to drop to 4.34% in 12 months, but most strategists believe yields are more likely to exceed expectations in the short term.
U.S. government bond yields are expected to fall over the coming year, a Reuters poll showed. The poll predicted the 10-year government bond yield would be 4.50% in three months, 4.50% in six months,
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Fintech firm Revolut obtains full French banking license to expand its Western European operations
Fintech company Revolut has obtained a full banking license in France, approved jointly by the French Prudential Supervision and Resolution Authority (ACPR) and the European Central Bank (ECB). This m
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Roku launched Fairground AI, the first all-AI free streaming channel, testing zero-cost programming for ad-supported audiences
Roku's new Fairground AI channel features entirely AI-generated films, shorts, and ads, aiming to explore the viability of near-zero-marginal-cost programming. While early reviews describe the content
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The Motley Fool分析师推荐GE Vernova而非Bloom Energy作为AI电力股投资，理由是其业务多元化且更广泛地覆盖电力基础设施
The Motley Fool分析师Jeff Siegel在一篇比较Bloom Energy和GE Vernova的文章中指出，尽管两家公司都受益于AI数据中心对电力需求的增长，但GE Vernova在电力生态系统中的参与度更广。Bloom Energy专注于固态燃料电池，Q2 2026营收达11亿美元，同比增长166%，全年营收预测为39亿至42亿美元。而GE Vernova则生产燃气轮机、电网
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Coinbase secures regulatory approval from Abu Dhabi to offer tokenized securities, establishing its international tokenization hub there
The crypto exchange announced on Tuesday that it received Financial Services Permission from the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM). This approval allows
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Kansas City Fed President Schmid calls inflation his primary concern, advocates for tighter policy; US 30-year fixed mortgage rate rises to 6.69%
Kansas City Federal Reserve President Jeff Schmid stated in an August 4 speech that inflation is his primary concern, deeming it "too high" and requiring "tighter policy" to bring it back to the Feder
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Zeta Global Raises Organic Growth Outlook to ~23.5% and Boosts Full-Year Revenue & Free Cash Flow Guidance, Citing AI Adoption and Palantir Partnership
Zeta Global (NYSE:ZETA) executives outlined the company's strategy during KeyBanc's Technology Leadership Forum, highlighting that its Athena conversational AI reached monthly usage among 40% of its l
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Turkish Funds Urge Action on Unusual Stock Swings Threatening MSCI Status
Turkish investment funds are urging authorities to crack down on unusual trading activity that’s sent some stock prices soaring and has put the nation at risk of exclusion from major equity benchmarks
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UK lawmakers press banks on crypto firms’ access to banking services, calling it “one of the biggest barriers to growth,” and ask how new FCA regulatory regime will change bank policies.
UK Members of Parliament (MPs) have written to the CEOs of major banks, requesting an explanation of their policy approach to cryptocurrency businesses and how the new UK Financial Conduct Authority (
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EY reportedly hiring a head of "agent economics" to scrutinize AI spending and ensure business benefits
EY is reportedly hiring a head of "agent economics" to oversee its growing AI-powered workforce. The new executive will lead EY's AI value realization office, aiming to provide end-to-end visibility o
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Pakistan's Defense Minister states that US-Iran signals indicate a possible agreement, and the situation is moving towards peace.
Pakistan's Defence Minister stated that US-Iran signals indicate a possible agreement, and the situation is moving towards peace. Meanwhile, Pakistan's Interior Minister has arrived in Tehran for talk
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UKMTO reports cargo vessel struck by unknown projectile in southern Red Sea off Yemen coast, with casualties reported as authorities investigate.
UKMTO reports cargo vessel struck by unknown projectile in southern Red Sea off Yemen coast, with casualties reported as authorities investigate.
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Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
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Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
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Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
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US Imposes New Sanctions on International Criminal Court (ICC) After It Sought Arrest Warrant for Israeli PM Netanyahu
The move has drawn condemnation from the United Nations and the European Union but was welcomed by Israel.
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US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
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Japan's global patent share in core AI fields shrinks from 25% to 8% over two decades, falling behind US and China
Japan now ranks fourth in patents for AI mechanisms and foundational technologies, with China, the U.S., and South Korea occupying the top three spots.
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MarketWatch analysis points out that historical data shows interest rates typically fall, rather than rise, when a bull market tops out, making the current question from market analysts about "how high interest rates need to rise to kill the bull market" misguided.
A MarketWatch article points out that many Wall Street analysts have recently focused on how high interest rates need to rise to end the bull market, but historical experience shows that interest rate
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Norway's crude oil production in July fell by nearly 200,000 barrels per day year-on-year to 1.776 million barrels per day, as the supply crisis in the Gulf region continued.
Preliminary data from the Norwegian Offshore Directorate shows that the country's crude oil production averaged 1.776 million barrels per day (bpd) in July, a decrease of approximately 195,000 bpd fro
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Google raises 2026 capital expenditure guidance to $195 billion-$205 billion, mainly for data centers
Google (Alphabet) has raised its 2026 capital expenditure guidance from the initially projected $175 billion-$185 billion to $195 billion-$205 billion, primarily for data centers. Analysts believe thi
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Billionaire Stanley Druckenmiller's Duquesne Family Office Liquidated Micron, Intel, and Broadcom in Q2, Initiating New Positions in AI Infrastructure Stocks Equinix and Lam Research
Stanley Druckenmiller's Duquesne Family Office sold off its entire holdings in Micron,
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Micron Technology Unveils $10 Billion AI Memory Research Lab in Boise to Advance Memory Technologies Over Next Decade
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise
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Motley Fool Analyst: Amazon AWS Q2 Backlog Reaches $496 Billion, Highlighting Strong Demand and Insufficient Supply
Motley Fool analysts point out that Amazon's cloud computing division, Amazon Web Services (AWS), had a backlog of $496 billion at the end of the second quarter. The analysis suggests that this figure
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Apple CEO Tim Cook to step down in September, hardware chief John Ternus to take over; Wall Street expects new CEO to focus on more product innovation to adapt to the AI era
Apple CEO Tim Cook will step down in September, to be replaced by hardware chief John Ternus. Wall Street expects Ternus to adopt a different strategy, focusing on more product innovation to adapt to
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Bitcoin surges past $72,000 after Trump's pro-crypto pledge and US Treasury's bond buyback announcement
Bitcoin surpassed $72,000 for the first time since June 1, driven by two key developments. First, the US Treasury announced it would at least double longer-term government bond buybacks to increase ma
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Vanguard releases private equity allocation framework, recommends allocation range of 0% to 40% of equity exposure for ultra-high-net-worth investors, and warns of illiquidity and high costs.
Vanguard released an investor allocation framework on August 14, expressing caution about the role of private equity in workplace retirement plans. This follows former U.S. President Donald Trump sign
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U.S. Social Security Administration (SSA) Union Workers Demand Congress Restore Approximately $3 Billion in Funding and Hire 20,000 More Employees
The American Federation of Government Employees (AFGE) stated that these funds had been lost due to budget cuts, and the increased hiring aims to boost the workforce by approximately 40% from current
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U.S.-Canada Preliminary Trade Agreement: U.S. to Reduce Tariffs on Canadian Steel and Aluminum to 25%, and on Automobiles to 15%
According to informed sources, the preliminary trade agreement reached between the United States and Canada will reduce tariffs on Canadian steel and aluminum exports to 25%, and cut tariffs on Canadi
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Billionaire Stanley Druckenmiller's Duquesne family office bought $128 million worth of Argentina's YPF stock in Q1 and increased its holdings in Mexico's BBB Foods and an Argentina ETF.
Duquesne Family Office purchased $128 million worth of shares in Argentina's state-owned oil producer YPF SA in the first quarter of 2026, while also increasing its holdings in Mexican discount grocer
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Strategist Mark Connors: Treasury Buybacks Could Drive Bitcoin to $180,000
Longtime bond market investor Mark Connors believes routine government bond buybacks will improve liquidity, bringing bitcoin's next rally closer.
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Meta is launching its AI-powered "vibe-code" game app Pocket in the US market, following testing in Brazil.
This experimental app allows users to generate small interactive games via AI prompts, which can then be shared, saved, or remixed. This move is Meta's latest effort to mainstream AI creation tools, f
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New poll shows 64% of Americans believe Donald Trump family's crypto investments are inappropriate
A new poll of 1,166 Americans shows a clear partisan divide in public opinion on the matter, with most Republicans believing it is appropriate for Donald Trump and his family to invest in cryptocurren
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Veteran bond investor Scott Colbert warns that corporate bond prices are too high, the risk-reward is no longer reasonable, and investors should not be overly greedy.
Scott Colbert, head of fixed income at Commerce Bank, said that while he expects the economy to accelerate in the coming months, corporate debt has become too expensive, with an extremely low toleranc
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Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
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Jim Cramer Calls Micron, Western Digital, and Two Other Memory Chip Stocks "Indispensable," Says Investors "Can't Miss" Them as AI Demand Soars
The financial commentator pointed out that AI is driving storage chip stocks to soar, quoting Elon Musk's view that "memory has become the bottleneck." Cramer believes that although the storage chip m
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Macro
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Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
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