Macro
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Grab Holdings raises full-year revenue and profit forecasts, as AI and affordability strategies pay off, with shares rising as much as 4.9% in after-hours trading.
Grab Holdings Limited (NASDAQ:GRAB) on August 4th raised its full-year revenue and profit forecasts, stating that this was due to investments in AI and the proactive implementation of affordability st
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Analysis shows that nearly half of Americans support or expect to support their elderly parents, with 58% already in debt as a result, highlighting the issue of insufficient retirement savings.
An analysis article points out that nearly 46% of Americans are currently providing or expect to provide financial support for their aging parents, and among them, 58% have already incurred debt as a
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JPMorgan Chase Strategists: The Federal Reserve Should Maintain Interest Rates, Expect Inflation to Gradually Decline
The chief global strategist at JPMorgan Chase Asset Management said the Federal Reserve should keep interest rates unchanged, predicting a gradual decline in inflation, citing growing evidence that a
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Bridgewater founder Dalio: The AI investment game is underway, but history shows that betting on a few leading tech stocks is risky.
Dalio pointed out that the current market is dominated by a few new technology companies, such as AI, which account for a high proportion of market capitalization and have a huge impact on global stoc
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Donald Trump's "One Big Beautiful Bill Act" passed in July 2025, but instead of eliminating Social Security taxes, it accelerated the depletion of the Social Security Trust Fund to 2032.
The bill introduces a temporary tax cut for American seniors aged 65 and older who meet specific income thresholds, valid from 2025 to 2028. However, due to parameter limitations, the Tax Policy Cente
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U.S. stocks rose in early trading, led by tech stocks, with chip stocks moving higher, and NVIDIA up 2%.
U.S. stocks rose in early trading on Wednesday after the Consumer Price Index (CPI) report showed inflation slowed in July, with the Nasdaq Composite leading the major indexes higher. The tech sector
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Kalshi becomes the first prediction market to stream full order books via DoubleZero Edge.
Prediction market platform Kalshi announced that it has become the first prediction market to distribute real-time, full order book data through its DoubleZero Edge service. This move will allow insti
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Pimco Economist Tiffany Wilding Says Fed Will Stay on Hold in September
Wilding made the remarks on "Bloomberg Surveillance" while reacting to the latest US consumer price report and its implications for Federal Reserve monetary policy.
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Ed Yardeni Lifts S&P 500 Target to 8,400, Citing 'Fabulous Earnings Momentum'
Yardeni also raised his 2026 S&P 500 earnings estimate to $375 from $330, as companies broadly beat forecasts. He maintains his 2029 target of 10,000 and assesses recession and bear-market risk at jus
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Black Sea Oil Tanker Rates Surge to Record on Drones Barrage
Freight costs for oil tankers shipping crude from the Black Sea to the Mediterranean have risen to a record after a flurry of drone attacks, which has also driven down prices for Kazakhstan’s main CPC
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Analysis suggests Alphabet (谷歌) stock at $343 is a classic tech bargain, citing strong Cloud growth and low P/E.
The analysis highlights Alphabet's Q2 2026 performance, which included an 11th consecutive EPS beat at $9.11, 24.2% revenue growth to $119.80 billion, and 82% Google Cloud growth with a $460 billion b
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Slovenia Joins EU's MiCA Stablecoin Register with Dinaro as Its First Issuer
Slovenia has officially joined the European Union's Markets in Crypto-Assets (MiCA) stablecoin register through electronic money institution Dinaro, marking its first issuer. The update also included
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Wintermute Reportedly to Invest $1 Billion in AI Infrastructure and High-Frequency Trading as Part of TradFi Expansion
Wintermute Reportedly to Invest $1 Billion in AI Infrastructure and High-Frequency Trading as Part of TradFi Expansion
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U.S. natural gas production is forecast to average 122.5 Bcf/d in 2026, surpassing 2025's record of 118.5 Bcf/d
The U.S. Energy Information Administration (EIA) forecasts U.S. marketed natural gas production to average 122.5 billion cubic feet per day (Bcf/d) in 2026, surpassing the previous record of 118.5 Bcf
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JPMorgan's Kelly Sees US Disinflation Trend from Lower Tariffs and Strait of Hormuz Oil Flow, Says Fed is on Wrong Track Signaling Less Communication
David Kelly, chief global strategist at JPMorgan Asset Management, stated that he anticipates a disinflation trend in the United States. He attributes this to decreasing tariff costs and the eventual
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Analysis suggests SpaceX's $1 trillion revenue target by 2030 is ambitious, with 2036 seen as a more realistic milestone
The target requires a 115% compound annual growth rate. While some analysts, like Raymond James, see significant upside potential for SpaceX shares, the article notes that achieving the revenue goal b
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Wheat futures surged 2.4% after Ukrainian drones reportedly struck two grain terminals at Russia’s Novorossiysk port, raising concerns over disruptions to Russian wheat shipments.
The terminals handle roughly 15 million metric tons of grain exports annually. Analysts warn Russia could struggle to maintain normal export volumes, while corn rose 0.6% and soybeans gained 0.3%.
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Russian Foreign Ministry, cited by TASS, accuses Ukraine of stirring chaos in food markets to serve Western interests.
Russian Foreign Ministry, cited by TASS, accuses Ukraine of stirring chaos in food markets to serve Western interests.
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New York City’s Five Pensions Gain 13% in Past Fiscal Year, Beating Investment Target on Surging US Stocks
New York City’s Five Pensions Gain 13% in Past Fiscal Year, Beating Investment Target on Surging US Stocks
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Cryptocurrencies climb after July CPI matches expectations, easing inflation concerns; Bitcoin rises 0.6% to $64,051, Ethereum gains 1.5% to $1,909
Cryptocurrencies moved higher after July CPI matched expectations, easing inflation concerns. Bitcoin rose 0.6% to $64,051, Ethereum gained 1.5% to $1,909, Solana added 0.8%, and XRP rose 0.2%. While
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NVIDIA CEO Jensen Huang will update the trillion-dollar GPU business outlook on August 26, and expects CPU revenue to reach $20 billion this year, with a potential market of $200 billion.
NVIDIA CEO Jensen Huang will provide an update on his previously projected $1 trillion GPU (graphics processing unit) business opportunity after the company's Q2 FY2027 earnings release on August 26,
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Anchorage Digital高管Rachel Anderika呼吁,美国不应为联邦监管的信托银行建立“二等支付系统”
Anchorage Digital全球运营主管Rachel Anderika撰文指出,如果一个机构符合参与美国银行系统的条件,就应该有明确的途径进入美国的支付系统。她批评美联储拟议的“瘦身”支付账户不足以解决问题,因为它限制准备金、不支付利息、不提供日内信贷,并禁止访问Fedwire Securities和FedACH,导致银行仍需依赖其他银行。她强调,联邦监管的数字资产银行应获得与所有其他成员银
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Fed whisperer Nick Timiraos reports July CPI core goods prices rose 0.20%, largest MoM increase since Sept 2025; shelter up 0.14%, core services ex-shelter up 0.19%.
Nick Timiraos, known for his insights into the Federal Reserve, highlighted key components of the July Consumer Price Index (CPI) data. Core goods prices increased by 0.20% month-over-month, marking t
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Aura AI Photonics ETF (PHOX) launches on NYSE Arca, focusing on AI data center optical interconnects
The Aura AI Photonics ETF (PHOX) has launched on NYSE Arca, becoming one of the first US-listed funds specifically targeting the optical interconnects, silicon photonics, and laser-based transceivers
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US Ambassador to Israel Mike Huckabee calls Israeli settler violence 'terror'
US Ambassador to Israel Mike Huckabee stated that Israeli settler violence in the occupied West Bank meets the definition of 'terror'. His comments represent a rare rebuke and follow a days-long siege
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The UAE announces the suspension of all trade, commercial, and financial transactions with Iran.
The UAE Ministry of Foreign Affairs announced in the early hours of August 19 that, in light of the continuous escalation of regional tensions, it has decided to suspend all trade, commercial, and fin
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The U.S. 30-year government bond yield touched 5.34% during trading on Tuesday, reaching a new high since 2007.
U.S. long-term government bond yields remained high, with the 30-year government bond yield briefly touching 5.34% during Tuesday's trading, its highest level since 2007; the 10-year yield rose to 4.7
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Japan chip materials startup Gaianixx, a University of Tokyo spinout, is expanding production and aims to begin trial mass production by year-end to meet growing AI demand.
Japan chip materials startup Gaianixx, a University of Tokyo spinout, is expanding production and aims to begin trial mass production by year-end to meet growing AI demand.
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South Korea's chip stocks led an Asian selloff early Wednesday, as rising bond yields exacerbated worries over large cash outlays by Big Tech.
South Korea's chip stocks led an Asian selloff early Wednesday, as rising bond yields exacerbated worries over large cash outlays by Big Tech.
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Donald Trump Takes Hard Line on Strait of Hormuz Tensions
US President Donald Trump has taken a tough stance on the Strait of Hormuz tensions, characterizing the current situation as the "new normal" and insisting that there have been no negotiations with Ir
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Japanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment
Japanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment
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OpenAI's Q2 revenue was $6.7 billion, an 18% increase quarter-over-quarter, with operating losses expanding; competitor Anthropic's revenue exceeded $11.5 billion, a quarter-over-quarter increase of over 140%, and achieved profitability, surpassing OpenAI for the first time.
OpenAI's second-quarter revenue was $6.7 billion, an 18% increase from the first quarter, while its operating loss further widened, the Wall Street Journal reported on Wednesday, citing sources famili
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Cerebras unveils its new CS-4 AI accelerator chip, claiming up to 30 times faster inference speeds than traditional GPUs for AI agents.
Cerebras unveils its new CS-4 AI accelerator chip, claiming up to 30 times faster inference speeds than traditional GPUs for AI agents.
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Analysis indicates that the weakening of the U.S. nuclear umbrella is prompting allies to consider building their own nuclear defenses, exacerbating the risk of nuclear proliferation.
Analysts point out that global allies' confidence in the US nuclear umbrella is rapidly eroding, as US President Donald Trump's latest "2026 National Defense Strategy" no longer explicitly mentions ex
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China’s Flatter Bond Curve Shows Deeper Policy Divide With Peers
The relentless drop in China’s long-end yields is driving an aggressive curve flattening, laying bare a stark macro rift with global markets where long-dated rates have hit multi-year peaks.
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Analysts See Hong Kong Exchanges' Non-Equity Push as Key for Stock Boost
Analysts believe that the expansion of Hong Kong Exchanges & Clearing Ltd.'s (HKEX) non-equity business is crucial for boosting its stock, as record trading volumes and new listings have provided litt
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Anthropic plans to grant CEO Amodei and co-founders super-voting shares to ensure their control over the company after its IPO.
According to The Information, citing people familiar with the matter, the move is aimed at fending off external shareholder pressure, as CEO Dario Amodei himself only holds about 2% of the company's e
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Oil rises for fourth consecutive day as US-Iran conflict shows no progress toward resolution after almost six months.
Oil rises for fourth consecutive day as US-Iran conflict shows no progress toward resolution after almost six months.
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David Hall, Managing Partner at Revolution, discusses investments in the defense sector, supporting Hermeus in developing hypersonic military jets.
David Hall, Managing Partner at Revolution, discusses investments in the defense sector, supporting Hermeus in developing hypersonic military jets.
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Donald Trump nominated Richard Bennett to serve as a United States District Judge for the Southern District of Texas
Donald Trump stated that Richard Bennett previously served as a county prosecutor, an Assistant U.S. Attorney, an Assistant Chief Counsel for ICE, and is currently a U.S. Magistrate Judge for the Sout
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Trump nominates Courtney Coker, a federal prosecutor for nearly 20 years, to serve as Judge on the U.S. District Court for the Northern District of Texas
Trump nominates Courtney Coker, a federal prosecutor for nearly 20 years, to serve as Judge on the U.S. District Court for the Northern District of Texas
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Elon Musk转发Eva Fox推文称,SpaceX回收团队成功引导星舰靠近圣诞岛,工程师将进行分析并尝试运回星际基地,这是星舰可重复使用性的重要一步。
Elon Musk转发Eva Fox推文称,SpaceX回收团队成功引导星舰靠近圣诞岛,工程师将进行分析并尝试运回星际基地,这是星舰可重复使用性的重要一步。
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Ukraine’s ousted defence minister Mykhailo Fedorov calls for wartime election, posing a major challenge to President Volodymyr Zelenskyy
Ukraine’s ousted defence minister Mykhailo Fedorov calls for wartime election, posing a major challenge to President Volodymyr Zelenskyy
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The Wall Street Journal commented that global bond market interest rates have risen back to pre-2008 financial crisis levels, with the 30-year U.S. Treasury yield hitting 5.339%, a new high since 2007, but argued that this should not cause financial panic.
Commentary noted that the 30-year U.S. government bond yield touched 5.339% on Tuesday, the highest since 2007; the 10-year U.S. government bond yield was about 4.7%, close to its highest level since
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Donald Trump Nominates Kyle Reardon to Serve as District Judge for the District of Alaska
Donald Trump announced his nomination of Kyle Reardon to serve as a United States District Judge for the District of Alaska. Reardon currently serves as a Magistrate Judge for the federal court in Ala
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Solana Policy Institute CEO Miller Whitehouse-Levine states the Clarity Act is in 'August recess purgatory' and gives it 10% odds of passing before the midterms.
Solana Policy Institute CEO Miller Whitehouse-Levine states the Clarity Act is in 'August recess purgatory' and gives it 10% odds of passing before the midterms. He urged regulators to move quickly, e
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Uruguay's central bank held interest rates steady for the fourth consecutive policy meeting, citing inflation below its target.
Uruguay's central bank held interest rates steady for the fourth consecutive policy meeting, citing inflation below its target.
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U.S. accounting standards group FASB proposes certain stablecoins be treated as 'cash equivalent'
The Financial Accounting Standards Board (FASB), which sets generally accepted accounting principles (GAAP), proposed that stablecoins with liquid, disclosed reserves, redeemable for dollars, could be
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Macro
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