Macro
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Google Gemini App User Count Exceeds 1 Billion, Keeping Pace with OpenAI ChatGPT
Google CEO Sundar Pichai announced on X that the Gemini app has become one of the company's fastest-growing products, recently surpassing 1 billion monthly active users. This makes it the 14th Google
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Markets anticipate a modest increase in the U.S. July CPI month-over-month, with core CPI month-over-month projected at 0.2%.
The U.S. Bureau of Labor Statistics will release its July Consumer Price Index (CPI) report on Wednesday. The market generally expects the July overall CPI to increase by only 0.1% month-over-month, w
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Former US Envoy Morgan Ortagus Sees No Evidence US is on 'Back Heels' Against Iran
Morgan Ortagus, a former deputy presidential special envoy, stated she does not see proof for the narrative that the US is at a disadvantage in negotiations with Iran, adding that strategic patience f
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Yahoo Finance Analysis: Walmart (WMT) Doubles Down on Streaming Ad Business with Vibe.co Acquisition, Yet Stock Underperforms Peers Year-to-Date
Yahoo Finance analysis points out that Walmart completed the acquisition of Vibe.co, a self-serve streaming TV ad platform, on August 4th, aiming to convert its shopping data into advertising revenue.
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BioHarvest Sciences lowers 2026 revenue guidance to $37-40 million, expects new flavor agreements to generate $20-30 million in revenue in 2027-2028
BioHarvest Sciences announced a summary of its Q2 2026 earnings call, where the company revised its total revenue guidance for 2026 from the previous $42 million-$48 million down to $37 million-$40 mi
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White House: Violent crime continues to fall in major U.S. cities, with homicides down 17.2% year-over-year.
The White House released its mid-year crime report, stating that violent crime continues to decline in major U.S. cities. According to data from the Major Cities Chiefs Association, homicides in the n
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Deutsche Bank analysts believe that Elon Musk's SpaceX is on track to achieve its goal of $100 billion in annual recurring revenue by the end of 2026.
SpaceX's quarterly financial report, released on August 4, showed its revenue exceeded expectations, reaching $7.81 billion. The company's management stated during the earnings call that they anticipa
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QumulusAI Signs GPU-as-a-Service Agreement with DRW to Supply NVIDIA Blackwell B300 Clusters
New cloud infrastructure provider QumulusAI (NVIDIA) announced a GPU-as-a-service agreement with diversified global trading firm DRW to supply a dedicated NVIDIA Blackwell B300 cluster from its U.S. d
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Bicara Therapeutics ends Q2 2026 with $497 million in cash, extending runway into H1 2029, and reports Phase III FORTIFI-HN01 study is on track for substantial enrollment by year-end
Bicara Therapeutics Inc. announced it ended the second quarter of 2026 with $497 million in cash, providing a runway to fund operations into the first half of 2029. The company's pivotal Phase III FOR
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U.S. Energy Secretary: Oil flow through the Strait of Hormuz has recovered to nearly 9 million barrels per day, with total regional flow reaching 15 million barrels.
U.S. Energy Secretary Chris Wright stated that oil flow through the Strait of Hormuz is recovering, with nearly 9 million barrels of oil passing through the strait daily. He noted that the total oil f
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Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
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FOMC members will be highly focused on Wednesday's July month-over-month inflation change to assess the feasibility of achieving the 2% inflation target without further policy tightening; the new Federal Reserve Chair has previously expressed disinterest in such high-frequency data-driven frameworks.
X platform commentator Nick Timiraos noted that more Federal Reserve Federal Open Market Committee (FOMC) members have indicated they will closely monitor the next few price level readings to determin
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US expects US-Iran war oil supply disruptions of 600,000 bpd to last through 2027, due to crimped Strait of Hormuz shipments
US expects US-Iran war oil supply disruptions of 600,000 bpd to last through 2027, due to crimped Strait of Hormuz shipments
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Elon Musk states memory supply is now AI's biggest bottleneck, with demand rising 200% annually against 20% production growth
SpaceX CEO Elon Musk noted during the company's Q2 conference call that the limiting factor in building out AI computing capacity is currently the supply of memory. He highlighted a significant imbala
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Well-known investor Michael Burry warns that Berkshire Hathaway is no longer an attractive investment, expressing concerns about a lack of patience among Buffett's successors.
Investor Michael Burry, known for accurately predicting the 2008 housing crash, stated in his August 10 "Cassandra Unchained" newsletter that his biggest concern for Berkshire Hathaway was that Warren
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Bloomberg, citing sources: Apple's major iPhone design upgrade plan for 2027 has not been canceled; a new glass-designed iPhone Pro has entered late-stage testing.
This refutes earlier reports from Jefferies analysts that Apple had canceled plans for an "all-glass iPhone," which had put pressure on Apple's stock price. According to sources, Apple still plans to
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AIG CEO Eric Andersen Says AI Data Center Boom Is 'Maxing Out' P&C Insurers
American International Group Inc. Chief Executive Officer Eric Andersen stated that while the artificial intelligence buildout presents a "great opportunity" for the insurance industry, it is also pus
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AI cloud company CoreWeave announced its second-quarter earnings after market close today. Analysts estimate revenue of approximately $2.56 billion.
CoreWeave (NASDAQ:CRWV) is set to announce its second-quarter earnings after the market closes today, followed by a conference call at 5 PM ET. Analysts generally expect the company to report revenue
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U.S. government appeals trade judge's order for universal tariff refunds, arguing it overstepped authority
Government lawyers filed an opening brief on Monday with the U.S. Court of Appeals for the Federal Circuit, challenging a Court of International Trade (CIT) judge's February order. The CIT judge had d
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Analysis suggests Nvidia (NVDA) could reach $325 by 2027, citing strong Q1 FY27 revenue of $81.6 billion and catalysts like the Vera Rubin launch and a $500 billion AI financing platform.
Despite trading 28% below its 52-week high, Nvidia posted Q1 FY27 revenue of $81.6 billion, an 85% year-over-year increase, with Q2 FY27 guidance set at $91 billion. The analysis notes Nvidia's curren
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Barclays: Picky Bond Buyers Will Keep Yields at Multi-Year Highs
According to Barclays, the shift in the U.S. Treasury buyer base towards value-oriented mutual funds, households, and other private investors has helped push the 30-year yield to multi-decade highs.
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NYPD investigates gold bar scam that has stolen over $100 million from retirees
The New York Police Department's investigation, which began in May 2024, involves the Department of Homeland Security, the IRS, and other state law enforcement agencies, as authorities believe the sch
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Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
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The U.S. SEC is considering directly funding a controversial market tracking database, after Citadel Securities won a lawsuit last year challenging its funding method.
The U.S. SEC is considering directly funding a controversial market tracking database, after Citadel Securities won a lawsuit last year challenging its funding method.
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Brent crude rises to $93/barrel after Donald Trump vows maximum economic pressure on Iran
Brent crude futures rose to about $93 a barrel after President Donald Trump vowed to exert maximum economic pressure on Iran. Donald Trump did not specify how these measures would be implemented. Mean
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Hong Kong Exchanges and Clearing (HKEX) CEO Bonnie Chan stated that Hong Kong's IPO fundraising has exceeded US$40 billion this year, and she expects more biotechnology, mining, and consumer companies to list throughout the year.
Chen Yiting pointed out that over 100 companies have listed in Hong Kong so far this year, with total fundraising exceeding the full-year 2025 level of US$37 billion. She also mentioned that, in addit
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Chinese Commercial Banks Shift Corporate Loan Pricing to Short-Term Repo Rate from LPR, Sparking Investor Scrutiny Over Record-Low 1.4% Q1 Net Interest Margin
Chinese commercial banks have begun pricing corporate loans against a short-term interbank repo rate instead of the benchmark loan prime rate (LPR). This shift is drawing sharp scrutiny from investors
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Ukraine's Grain Shipments Are at a Virtual Halt
Ukraine's Grain Shipments Are at a Virtual Halt
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Singapore's Temasek sees three India portfolio companies surge over 30% after IPOs this week, contrasting with broader foreign investor skepticism
Singapore state investor Temasek Holdings' portfolio companies Shiprocket, Milky Mist, and Molbio Diagnostics recorded gains of 35%, 40%, and 26% respectively following their market debuts this week.
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Bond Investors Favor Italy Over France Ahead of Next Year's Elections, Expecting Less Political Drama in Rome
Bond Investors Favor Italy Over France Ahead of Next Year's Elections, Expecting Less Political Drama in Rome
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Japan Real Estate Investment Set to Hit Record for Second Year, Forecast to Climb to ¥7 Trillion ($44 Billion) Fueled by Office Demand
Japan Real Estate Investment Set to Hit Record for Second Year, Forecast to Climb to ¥7 Trillion ($44 Billion) Fueled by Office Demand. Jones Lang LaSalle Inc. (JLL) stated that property investment ju
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Gaon Cable secures 200 billion won ($143.4 million) busduct supply deal for a 250-megawatt US AI data center project
Gaon Cable's US manufacturing subsidiary, LS Cable & System USA, will supply busduct power distribution systems to a major US cloud operator for the project, expanding its presence in North America’s
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Copper Holds Above $14,000 as Traders Assess US Treasury Action
Copper Holds Above $14,000 as Traders Assess US Treasury Action
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Ether jumps 18% to $2,250 as Bitcoin tops $69,000 in broad crypto rally
The rally saw nearly $1.4 billion of short positions wiped out, with every major cryptocurrency except Tron posting double-digit weekly gains. This surge followed the US Treasury doubling its bond buy
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Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
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LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
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Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
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China's AI Boom Shifts Investor Focus to Star 50 Index
Investors are increasingly looking to China's Star 50 index to track the country's hottest companies, moving away from traditional stock indexes.
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Vistra executive Pamela Chung says Hong Kong sees opportune time for advancing IPO connect scheme, which would allow mainland investors access to IPOs
The scheme is expected to enable better price discovery and expand the investor capital pool to better match the city’s large IPO pipeline.
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Russian missile strike on Kyiv kills 3 and wounds 20, collapsing a residential building
Russia launched a large ballistic missile attack on the Ukrainian capital, Kyiv, killing at least three people and wounding 20 others, with 14 of the wounded hospitalized. The strike caused a nine-sto
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India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
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Chinese government bond yields remain low, defying global surge and boosting their diversification appeal, strategists say
Chinese government bond yields have edged down in recent months, contrasting with the multi-decade highs seen in the U.S., Japan, and U.K. benchmarks. Strategists from Invesco, UBS GWM, and Saxo attri
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RBI Governor Malhotra Says Net Short Dollar Position 'Very Manageable'
Reserve Bank of India Governor Sanjay Malhotra stated that the central bank's net short forward-dollar position remains "very manageable," citing earlier liquidity swaps and recent measures to bolster
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<p>Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump</p>
Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump
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India's Market Regulator Bans JPMorgan Unit from Capital Market Over Alleged Manipulation in New Share Price Discovery System
India's market regulator has banned a Mauritius-based unit of JPMorgan Chase & Co. from its capital market over alleged manipulative trading in the nation's newly introduced auction-based system for s
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JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
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Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
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Nearly 270,000 Israelis left the country in three years, sparking expert warnings of an 'emigration tsunami' reshaping Israel's future.
A Tel Aviv University study, drawing on Central Bureau of Statistics data, found that approximately 270,000 Israelis have emigrated over the past three years. Experts warn this exodus, driven by polit
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Macro
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What is CTK coin? CertiK project token and its investment value analysis
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What is iEthereum (IETH)? Its Market Status and Risk Analysis
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What is BAN? An Analysis of Banano and the Solana Ecosystem Memecoin BAN
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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
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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。
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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
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Analysis: SpaceX Stock Rebounds to Near IPO Opening Price After Pullback; Historical Data Suggests a Price Range of $100-$170 One Year Later
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MVL Mobility Ecosystem and Kleros Dispute Resolution: New Explorations in Blockchain Applications
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TUNDRA Token Analysis: Multi-Version Differentiation and Trading Status
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ALI Coin Value Analysis: The Use and Long-Term Investment Potential of Alethea AI Token
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