Macro
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Bernstein SocGen Group analysts reiterate "Outperform" rating for IREN, with a target price of $100, expecting approximately 120% upside.
Bernstein SocGen Group analyst Gautam Chhugani reiterated an "Outperform" rating for Iren Ltd. (IREN) on August 13, setting a price target of $100, implying an upside of approximately 120% from curren
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Oil prices stalled recently, as progress on a deal to end the Iran war was limited, with traders focusing on oil flows through the Strait of Hormuz.
Oil prices stalled recently, as progress on a deal to end the Iran war was limited, with traders focusing on oil flows through the Strait of Hormuz.
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US accuses over 40 countries, including Canada, Japan, and the EU, of helping China evade Trump’s tariffs on $60bn in trade via 'transshipment scam'
US accuses over 40 countries, including Canada, Japan, and the EU, of helping China evade Trump’s tariffs on $60bn in trade via 'transshipment scam'
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CuriosityStream (CURI.US) stock surged over 50% as its Q2 earnings report revealed a pivot in its content licensing business towards AI large language models.
CuriosityStream's stock price surged over 50% after its Q2 earnings release, closing up 37.5%. This increase was primarily driven by the company's strategic pivot to licensing its content to artificia
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Google DeepMind Appoints Koray Kavukcuoglu as SVP, Flagship Model Gemini 3.5 Pro Release Delayed
Demis Hassabis, co-founder of Google DeepMind, will step down as Senior Vice President and be succeeded by Koray Kavukcuoglu, who will report directly to Google CEO Sundar Pichai. Kavukcuoglu previous
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OpenAI Chief Revenue Officer Denise Dresser is leaving less than a year after joining, marking the second major executive departure in days
OpenAI Chief Revenue Officer Denise Dresser is leaving less than a year after joining, marking the second major executive departure in days. Dresser's departure follows longtime executive Brad Lightca
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Amazon founder Jeff Bezos sold approximately $4.07 billion worth of Amazon stock while joining a consortium to acquire about one-third of Liverpool Football Club.
Amazon founder Jeff Bezos filed a Form 144 on August 3, proposing to sell up to 15 million shares of Amazon stock, valued at approximately $4.07 billion. Concurrently, he has joined a consortium that
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U.S. 30-year fixed mortgage rate falls slightly to 6.67% for the first time in six weeks, though still higher than a year ago
U.S. 30-year fixed mortgage rate falls slightly to 6.67% for the first time in six weeks, though still higher than a year ago
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NVIDIA (Nvidia) was selected as the Stock Of The Day by IBD, with its stock price currently at $225.13, approaching the $236.53 buy point.
NVIDIA (Nvidia) was chosen by Investor's Business Daily (IBD) as the stock of the day, with its share price currently at $225.13, approaching the buy point of $236.53. The company is about to release
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Detroit automakers plan to argue to the White House that a revised North American trade deal could cost them billions of dollars, according to sources.
Detroit automakers plan to argue to the White House that a revised North American trade deal could cost them billions of dollars, according to sources.
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Analysis suggests Berkshire Hathaway is undervalued due to the strong performance of its core businesses.
The article points out that although analysts generally consider Berkshire Hathaway's Class B shares to be reasonably valued, its manufacturing, service, and retail segments performed exceptionally we
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Analysis indicates Google's $200 billion AI capital expenditure guidance for 2026 will drive substantial profit growth.
An analysis article published in Yahoo Finance points out that Google (Alphabet) has raised its 2026 capital expenditure guidance to $195 billion to $205 billion, with a midpoint of $200 billion, prim
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India Urea Offers Decline 12% as War Supply Squeeze Eases
India, one of the world’s biggest urea importers, received offers for the soil nutrient that were 12% below the June purchase price, signaling that the war-driven tightness in the global fertilizer ma
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The U.S. military lost at least 45 MQ-9 Reaper drones in the Iran war, accounting for 25% of its pre-war fleet, with losses potentially exceeding $1.3 billion. The Pentagon is seeking $67 billion to replenish its arsenal.
The U.S. military lost at least 45 MQ-9 Reaper drones in the Iran war, accounting for 25% of its pre-war fleet, with losses potentially exceeding $1.3 billion. The Pentagon is seeking $67 billion to r
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OpenAI CEO Altman tells White House he supports slowing down AI development, believes regulation and safety will become industry focus.
OpenAI CEO Sam Altman stated his support for slowing down the pace of artificial intelligence (AI) development after meeting with White House officials. This comes after an OpenAI system autonomously
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Fund manager Bob Robotti: "HALO" non-tech stocks can benefit for years from AI infrastructure build-out, citing massive spending on data centers and AI infrastructure
Fund manager Bob Robotti believes that massive spending on data centers and AI infrastructure can benefit "HALO" companies—those with hard assets and low obsolescence—offering investors a less expensi
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Claude AI sells all its shares in ServiceNow and Inter & Co due to ServiceNow's overvaluation and Inter & Co's exposure to Brazilian election risks.
Claude AI stated that ServiceNow (NYSE:NOW) was sold due to its overvaluation and the expectation that its returns over the next year would be lower than cash yields, after realizing a 40% profit. Bra
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Meta discloses it has deleted 756,000 accounts belonging to users under 16 since the Australian teen social media ban came into effect.
Meta disclosed on August 13 that it has deleted 756,000 accounts believed to belong to Australian teenagers under the age of 16 since the nationwide ban on social media use for young people came into
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Microsoft merges its consumer and business Copilot apps, discontinuing AI-generated podcasts, Group Chats, Deep Research, and the Mico character by August 18, 2026.
The move aims to simplify Copilot and address its prior strategy being too complicated to compete effectively with rivals like ChatGPT, Claude, and Gemini. Professional users will have "Researcher" as
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U.S. preparing to deploy USS George Washington aircraft carrier to Middle East, replacing USS Abraham Lincoln after over 250 days of deployment supporting operations against Iran
The USS Abraham Lincoln spent over 250 days deployed, including a record 200 days without a port call, while supporting U.S. operations against Iran. Lawmakers have raised concerns regarding reported
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US sends new aircraft carrier to Middle East over Iran war tensions
US sends new aircraft carrier to Middle East over Iran war tensions
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Diesel cracks rise above $98.00, an all-time high, after reports say Yemen's Houthis attacked Aramco refinery in Saudi Arabia
Diesel cracks rise above $98.00, an all-time high, after reports say Yemen's Houthis attacked Aramco refinery in Saudi Arabia
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AMD plans to raise up to $5 billion through a bond sale for AI expansion
AMD plans to raise up to $5 billion through a four-part bond sale, potentially its largest ever, to fund its AI expansion. The chipmaker is ramping up spending as AI computing demand surges, following
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Canada's Second-Largest Pension Manager CDPQ Posts 5% First-Half Return, Misses Benchmark Due to Private Equity Slump
Canada's Second-Largest Pension Manager CDPQ Posts 5% First-Half Return, Misses Benchmark Due to Private Equity Slump
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US SEC Announces Proposed Crypto Asset Rules, Bitcoin and Ethereum Prices Rise
The U.S. Securities and Exchange Commission (SEC) on Wednesday announced proposed new rules for crypto assets, providing a framework for crypto companies to raise capital and defining two registration
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Silver September futures rise to $65 per ounce in early trading, driven by lower rate-hike expectations
Silver (SI=F) September futures opened at $63.43 per ounce on Wednesday, August 19, 2026, down 1% from Tuesday's close. The price moved higher this morning, reaching $65 as of 8:55 a.m. ET. This incre
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Gold futures prices rose to $4,479.90/ounce, as the dollar and U.S. Treasury yields pulled back, and the market focused on the Federal Reserve FOMC meeting minutes.
Gold futures prices rose in early Wednesday trading, reaching $4,479.90 per ounce as of 8:53 AM ET. This followed a 0.2% drop in the DXY and a 0.4% decline in the 10-year U.S. Treasury yield. Investor
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Putin Pledges Help for Wildberries Warehouses Hit by Ukraine Drones
Kyiv’s drones have partly or completely destroyed seven warehouses of Russia’s largest online retailer, Wildberries.
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Israel opens tenders for 1,234 settlement homes in E1 area, a move condemned for potentially dividing West Bank and undermining Palestinian state hopes
The tenders are for a project in the E1 area, east of Jerusalem, which has long faced international condemnation. Critics argue the development would effectively bisect the occupied West Bank and isol
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Indian fintech Navi to raise $100 million from Dutch investor Prosus NV ahead of planned IPO, seeking $2 billion valuation
Indian fintech Navi will raise $100 million from Dutch technology investor Prosus NV in its first institutional funding round. The company, founded in 2018 by Flipkart co-founder Sachin Bansal, is cur
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U.S. Federal Debt Nears $40 Trillion, Projected to Hit $50 Trillion in Three Years, Driving Up Consumer Borrowing Costs
The U.S. federal debt is rapidly approaching $40 trillion, with Bank of America's chief equity strategist Michael Hartnett projecting it will swell to $50 trillion in less than three years. This equat
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Analysis suggests that whether Bitcoin can return to $100,000 may depend on the US Congress passing the "Clarity for Digital Assets Act".
Yahoo Finance analysis points out that Bitcoin prices have been trading sideways for several months, hovering around $60,000, seemingly awaiting a catalyst. Its future trend may depend on whether the
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Bitcoin Surges 7.7%, Its Largest Gain Since March, Driven by Regulatory Optimism Ahead of White House Meeting
Bitcoin broke out of a months-long trading range, with industry officials gathering at the White House sparking optimism on the regulatory front.
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Israel admits firing on car carrying Hind Rajab, a symbol of Gaza's suffering, and announces a criminal investigation into her death
The Israeli military stated on Wednesday that troops "fired at a vehicle that was approaching them," marking the first time Israel has admitted shooting at the car in which five-year-old Hind Rajab wa
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Elon Musk转发cb_doge推文称,Vodacom Lesotho正式推出由Starlink提供支持的新型企业连接解决方案
该服务通过结合Starlink与地面网络,提供主用、备用和“不间断互联网”,旨在确保企业即使在最偏远地区也能保持连接。
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Bitcoin is recommended for portfolio diversification, with BlackRock's 2024 paper highlighting its low correlation to major asset classes.
The analysis suggests that Bitcoin, which accounts for 60% of the crypto market, can serve as a hedge during macroeconomic and geopolitical crises due to its historical uncorrelation with other assets
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Private credit market faces growing risk as non-accrual debt rises to 1.9% in Q1 and 3.95% for top 10 BDCs in Q2
The private credit market is entering a more challenging phase, with non-accrual debt and other signs of borrower distress increasing. According to LCD data, reported non-accrual debt for US-based Bus
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Bank of America lowers Intel price target to $145 from $160, citing dilution from recent $20 billion stock sale and lower AI-compute valuation multiples, while maintaining Buy rating.
Bank of America analyst Vivek Arya maintained a Buy rating on Intel but lowered his price target to $145 from $160. This adjustment accounts for the estimated 4% to 5% earnings-per-share dilution resu
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Analysts pointed out that Oracle's remaining performance obligations for Q4 fiscal year reached $638 billion, and gave a target price of $213.38, representing a 45.5% upside potential from the current stock price.
Oracle achieved an EPS of $2.11 and revenue of $19.18 billion in the fourth quarter of fiscal year 2026, with cloud infrastructure revenue growing 93% to $5.79 billion. Management signed $67 billion i
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Fidelity Digital Assets says AI could supercharge crypto, but much of the value may bypass blockchains and their tokens.
Fidelity Digital Assets says AI could supercharge crypto, but much of the value may bypass blockchains and their tokens.
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Jefferies Credit Partners seeks to raise about 1 billion euros ($1.16 billion) for a private credit secondary market fund
Jefferies Credit Partners is seeking to raise approximately 1 billion euros ($1.16 billion) from investors in the private credit secondary market.
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Aramark's Q3 revenue grew 9% to $5 billion, with strong momentum in AI data center business.
Aramark (NYSE: ARMK), a food service and facilities management company, announced its third-quarter results, with organic revenue increasing by 9% year-over-year to $5 billion and adjusted earnings pe
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Markets Pulse Survey: Two-Thirds of Respondents Predict US 10-Year Treasury Yield Will Top 5% This Year
A recent Markets Pulse survey found that two-thirds of 392 respondents expect the US 10-year Treasury yield to exceed 5% before year-end, a level barely seen since 2007. Of these, 38% anticipate the b
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HSBC and Standard Chartered Execute First Live Banking Transaction on Swift’s 24/7 Ledger
The cross-border transaction is Swift’s first in a pilot project, aiming to test settlement and maintain its relevance as stablecoins and tokenized deposits become widely used worldwide.
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英伟达(Nvidia)正作为“中间人”撮合GPU客户与北欧数据中心运营商,以利用该地区廉价电力和土地资源,推动AI基础设施建设
据CNBC援引消息人士报道,英伟达正在积极帮助其图形处理器(GPU)客户寻找并连接北欧地区有能力部署这些芯片的数据中心运营商。此举旨在利用北欧地区丰富的电力和土地资源,以应对AI基础设施建设的快速增长。英伟达首席财务官Colette Kress此前在6月曾表示,公司确实参与了“撮合”工作,帮助客户获取土地、电力和外壳,并尽快部署计算能力。挪威电网运营商Statnett的数据显示,目前有2.3吉瓦的
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Bernstein analyst highlights Quanta Services (PWR) as a promising "AI power stock"
Bernstein analyst Chad Dillard identified Quanta Services (PWR) as a key beneficiary of AI-driven power demand, calling it an "800-pound gorilla" in high-voltage transmission lines and data center vol
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Tech sell-off resumes, counterbalancing bond yield relief; Moderna surges 124% on melanoma vaccine trial results
Tech stocks, particularly semiconductors like Intel, AMD, and Broadcom, faced renewed selling pressure in early trading. This occurred despite falling bond yields, which buoyed the Dow and S&P 500 aft
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Eagle Capital Management: Intuit (INTU)'s QuickBooks retains competitive advantage amidst AI disruption, projecting high-teens EPS growth.
Eagle Capital Management, in its Q2 2026 letter to investors, stated that despite AI-driven disruption facing the software industry, Intuit Inc.'s (NASDAQ:INTU) QuickBooks, as the leader in bookkeepin
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Macro
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