Macro
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Israel Vows to Keep Troops in Lebanon, Gaza, and Syria
Israeli Defence Minister Israel Katz stated that Israel "will under no circumstances" withdraw its troops from security zones in Lebanon, Gaza, and Syria. His remarks come almost two months after a de
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Nvidia-backed AI cloud provider Lambda priced a $926 million leveraged loan to finance its AI buildout.
Nvidia-backed AI cloud provider Lambda priced a $926 million leveraged loan to finance its AI buildout.
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U.S. AI hedge fund "Situational Awareness" disclosed that it had aggressively bought Japan's Taiyo Yuden to 16.61% before being forced to reduce its stake to 4.41%. Taiyo Yuden shares rose 7.51% on Wednesday.
Situational Awareness, a US AI hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, disclosed to Japanese regulators on August 13 that it had previously made significant purchases of
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Cerebras Systems raises full-year core revenue outlook to $880-$890 million, but stock plunges about 12% in extended trading after Q2 earnings report
The chipmaker's updated full-year core revenue guidance is up from a prior range of $855-$865 million. For the second quarter, Cerebras reported core revenue of $210 million and a net loss of $450.5 m
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Saudi Arabia more than doubles oil exports via Egypt's Mediterranean port of Sidi Kerir to 2.3 million bpd, rerouting from Red Sea to avoid Houthi attacks
Saudi Arabia has significantly increased oil exports through the Sumed pipeline across Egypt to the Mediterranean Sea, with exports from Sidi Kerir port more than doubling to about 2.3 million barrels
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Trump says Karoline Leavitt will be departing her role at the end of the month.
Trump says Karoline Leavitt will be departing her role at the end of the month.
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Evercore: Private Asset Secondaries Deals Hit Record $121 Billion in H1 2026
According to Evercore, the surge in private asset secondaries deals to a record $121 billion in the first half of 2026 was driven by fund managers seeking to hold onto single “trophy” assets longer. N
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Japan's margin trading doubled in 6 months to 123 trillion yen ($772 billion) in July, boosted by pricey AI stocks.
The surge was driven by retail investors increasingly using leverage to take positions in high-priced artificial intelligence and other stocks, boosting market liquidity. For example, outstanding marg
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Coinbase CEO Brian Armstrong states that 'Coinbase for Agents' is an excellent platform to launch the next $1 billion hedge fund.
Coinbase CEO Brian Armstrong states that 'Coinbase for Agents' is an excellent platform to launch the next $1 billion hedge fund.
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Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
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Goldman Sachs is strengthening its asset management unit
Goldman Sachs is strengthening its asset management unit
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U.S. Senator Bernie Sanders has introduced a Social Security reform plan that could increase beneficiaries' annual benefits by $2,400.
U.S. Senator Bernie Sanders has introduced a Social Security reform plan aimed at preventing the Social Security trust fund from being depleted in 2032 by extending the payroll tax to earnings over $2
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CoreWeave CEO Says Company Is Booking NVIDIA GPUs at "Full Price" Through 2029
CoreWeave CEO Mike Intrator stated in an interview with CNBC on Wednesday, August 12, that the AI infrastructure market is sending strong signals about demand: even older NVIDIA GPUs, which investors
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OpenAI-backed Thrive Holdings completes new $2 billion funding round, reaching a valuation of $12 billion.
OpenAI-backed Thrive Holdings completes new $2 billion funding round, reaching a valuation of $12 billion.
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Global wholesale diesel prices hit ~$180/barrel, could exceed $200 with Gulf hurricane, warns Gulf Oil's Tom Kloza, citing drone attacks on Russian, Saudi, and Libyan refineries.
Wholesale diesel prices have climbed to approximately $180 a barrel on world markets, with Gulf Oil Chief Energy Advisor Tom Kloza warning they could push above $200 a barrel if a tropical storm threa
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Jim Cramer to Host Semiconductor-Themed Conference Call on Thursday; Article Lists Performance of Five Key Companies Including NVIDIA, AMD
CNBC host Jim Cramer will host a semiconductor-themed CNBC Investing Club conference call on Thursday at noon. The article notes that the AI capital expenditure cycle is in its hottest phase in two ye
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Ottawa weighs proposal on auto tariffs as it presses U.S. for reprieve.
Ottawa weighs proposal on auto tariffs as it presses U.S. for reprieve.
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Ukrainian Drones "Defeat" US Forces in German Military Exercise, Effectively Destroying a US Armored Brigade
Ukrainian drone operators "defeated" U.S. forces in a major military exercise held in Germany. During the exercise, reconnaissance drones quickly located U.S. armored vehicles, after which attack dron
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Analysts Rate AI's "Three Pillars": Microsoft and TSMC Get "Buy," AMD Gets "Hold"
The analysis indicates that Microsoft (MSFT) received a "Buy" rating due to strong growth in its Azure cloud business, with Q4 FY226 revenue reaching $90.01 billion, Azure revenue growing by 43% to su
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Resume Now releases "Top 10 AI-Proof Jobs" list, with firefighters at the top, emphasizing the need for "superhuman" skills.
Resume Now, an online resume builder platform, released a list on July 10 outlining 10 professions that AI cannot replace. The common characteristic of these professions is that they require "superhum
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Japan's Financial Services Agency is examining defense sector financing by top domestic financial institutions
The agency is interviewing top banks and life insurers to better understand the supply of funds to the defense industry, a key sector for national security.
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US 10-Year Notes Draw 4.683% Yield, Higher Than Pre-Sale When-Issued Yield of 4.682%
US 10-Year Notes Draw 4.683% Yield, Higher Than Pre-Sale When-Issued Yield of 4.682%
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The report shows that 24% of AI job interviews are conducted late at night, but many job seekers resent this, with 38% having given up a position because of it.
According to data from approximately 500 companies on the recruitment platform Ribbon, 24% of automated job interviews are currently scheduled between 10 PM and 2 AM. However, negative sentiment towar
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24/7 Wall St. gives Seagate Technology (STX) a "buy" rating with a price target of $916.25.
The institution believes that Seagate Technology's revenue in the fourth quarter of fiscal year 2026, ending July 2026, reached $3.629 billion, a year-over-year increase of 48.5%, with non-GAAP earnin
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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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Trump says no talks planned with Iran, insists Strait of Hormuz remains open amid frustration over Iran-Oman deal
US President Donald Trump asserted that the United States is not engaged in talks with Iran and has not scheduled any, despite previously claiming back-channel conversations. His remarks on Tuesday ap
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Israeli strike reportedly kills at least six in Gaza City amid stalled ceasefire efforts
The attack on Tuesday hit a crowded cafe in Gaza City's port, which has been turned into a displacement camp, injuring 14 others. The Israeli army stated it was targeting Hamas commanders, but provide
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Iran Foreign Ministry Spokesman Warns Against 'Baseless' Accusations, Citing 'False Flag Operations'
Iran Foreign Ministry Spokesman Warns Against 'Baseless' Accusations, Citing 'False Flag Operations'
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Iran's Foreign Ministry Spokesperson Rejects UAE's Statement on Missiles Being Launched from Iran Against the Gulf Country
Iran's Foreign Ministry Spokesperson Rejects UAE's Statement on Missiles Being Launched from Iran Against the Gulf Country
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Bond Traders Are Hedging Risk of Fed Pivoting to Rate Cuts in 2027
Bond traders are adjusting their positions, using options market wagers to hedge against the risk that the Federal Reserve will pivot to cutting rates in 2027. This shift comes after recent data large
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White House crypto adviser Patrick Witt is "optimistic and bullish" on Clarity Act, with first vote scheduled for September 15
White House crypto adviser Patrick Witt expressed optimism about the Clarity Act, a comprehensive federal regulatory framework for the crypto industry, ahead of its first planned cloture vote on Septe
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Ripple CLO Stuart Alderoty says September 15 will be a "bellwether" for the "Clarity Act" to advance in Congress.
Alderoty pointed out that on September 15, the Senate will hold its first procedural motion on the bill, the "motion to proceed," which requires 60 votes to pass. He warned that if the legislation fai
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U.S. Treasury to auction $16 billion in 20-year bonds Wednesday, facing highest borrowing cost in six years
The auction aims to help finance the country's nearly $1.8 trillion budget deficit this year. Investors are anticipated to demand a yield close to 5.8%, which would be the highest cost for Washington
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A rare divergence has emerged in the government bond market, with 30-year and 2-year bonds moving in different directions.
A rare divergence has emerged in the government bond market, with 30-year and 2-year bonds moving in different directions.
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Trump administration is considering imposing restrictions on Chinese open-weight AI models, Nikkei Asia reports
The move comes as China's DeepSeek recently released its V4 Pro open-weight AI model, intensifying debate in Washington and Silicon Valley on how the U.S. should respond to the rise of such Chinese AI
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Mortgage Rates Rise Slightly, With 7% Rates Back on Table Amid Bond Selloff
Mortgage rates rose slightly on Tuesday due to a deepening bond market selloff. Investors are offloading Treasurys amid concerns over the expanding U.S. debt load, government borrowing needs, and moun
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The U.S. Securities and Exchange Commission (SEC) proposed providing a securities registration exemption for crypto asset offerings that meet certain thresholds.
The U.S. Securities and Exchange Commission (SEC) proposed providing a securities registration exemption for crypto asset offerings that meet certain thresholds.
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Macro
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