Macro
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The U.S. SEC may launch two initiatives targeting the crypto industry on Friday.
The U.S. Securities and Exchange Commission (SEC) may launch two initiatives targeting the cryptocurrency industry this Friday to advance related rule-making.
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Marvell Technology stock is down 37% from its highs, with analysts viewing the pullback as an opportunity due to strong AI data center demand.
Marvell Technology's shares have fallen amid investor caution on AI-linked stocks, despite the company reporting 28% year-over-year revenue growth. Management projects total revenue growth of 40% to $
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Fintech Chime Explores Integrating Stablecoins as New Feature on Its Consumer Banking App
Chime Financial Inc. is exploring how to bring stablecoins into its consumer banking platform, signaling the new form of money is evolving beyond crypto markets and into everyday payments.
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Michael Burry and Bill Ackman are buying beaten-down S&P Global and Adobe, arguing AI fears are misplaced.
Ackman disclosed he bought S&P Global (SPGI), which is down over 20% from its 2025 high, believing market fears that AI will commoditize financial data are aimed at the wrong part of the company. Burr
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24/7 Wall St. sets Amazon (AMZN) price target at $353.44, implying 32.24% upside, with zero of 62 analysts rating it a Sell
The analysis highlights that Wall Street's sentiment towards Amazon is overwhelmingly positive, with no sell ratings among 62 analysts. This outlook is driven by the acceleration of Amazon Web Service
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Housing Crisis Fuels Surge in Mortgage Muni Bond Securitizations
The nation’s affordable-housing shortage is fueling a fast-growing corner of the municipal bond market, as lenders securitize portfolios of multifamily mortgages to free up capital for new loans.
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Japan's top IT firms aim to switch to AI-led development by 2030, expecting up to 50% productivity boost but risking engineering job cuts.
Japan's top IT firms aim to switch to AI-led development by 2030, expecting up to 50% productivity boost but risking engineering job cuts.
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Sen. Sheldon Whitehouse Faces Ethics Complaint Alleging He Backed Laws Benefiting His Wife's Company and Their Financial Interests
Sen. Sheldon Whitehouse Faces Ethics Complaint Alleging He Backed Laws Benefiting His Wife's Company and Their Financial Interests
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Wall Street analysts maintain a consensus "Buy" rating on Meta Platforms (META), with an average price target of $754 implying a 30% upside from current levels.
Despite a post-Q2 2026 earnings selloff, 55 out of 62 analysts rate Meta as "Buy." Rosenblatt Securities holds the Street-high target of $1,117, suggesting a potential 100% gain, driven by expectation
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Motley Fool analysts suggest Planet Labs' stock, despite trading at 27 times this year's sales, appears cheap compared to peers like SpaceX (132x) and AST SpaceMobile (43x).
The analysis notes that Planet Labs' stock had rallied ahead of SpaceX's market debut in June but pulled back after the massive IPO diverted investor attention from smaller space stocks. A $1.5 billio
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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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White House: Violent Crime in the U.S. Fell Significantly During the Donald Trump Administration, with Violent Crime Rate Down 9.3% and Murder Rate Down 18.1% in 2025
The White House announced that, according to the latest 2025 Uniform Crime Report released by the Federal Bureau of Investigation (FBI), the violent crime rate in the United States significantly decre
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The United States on Tuesday downplayed hopes of reaching a trade deal with Canada.
The United States on Tuesday downplayed hopes of reaching a trade deal with Canada.
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SEC Proposes 'Regulation Crypto Assets' to Create Clear Framework for Crypto Asset Investment Contracts
The U.S. Securities and Exchange Commission announced it has proposed new rules, titled “Regulation Crypto Assets,” aimed at establishing a clear and fit-for-purpose framework for certain investment c
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Ex-Tricolor Executives Face SEC Lawsuit After Firm Collapse
The US Securities and Exchange Commission (SEC) has sued Tricolor Holdings founder Daniel Chu, who already faces federal charges, and two other former executives. They are accused of allegedly defraud
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Former US National Security Advisor Sullivan stated that Donald Trump would eventually have to make a "bad deal" with Iran.
Former US National Security Advisor Jake Sullivan stated that as Iran increases its leverage in negotiations with the United States, Donald Trump will ultimately have to "bite the bullet and make a ba
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At least five grain ships struck near Russian Black Sea ports of Novorossiysk and Tuapse amid heightened Ukrainian strikes
At least five grain ships struck near Russian Black Sea ports of Novorossiysk and Tuapse amid heightened Ukrainian strikes
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OpenAI institutes new safeguards after Hugging Face breach, including enhanced monitoring and network isolation
OpenAI announced new security policies on Tuesday, focusing on containing security incidents during model testing. These measures include more detailed monitoring of models during development, greater
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Broadcom's stock has outperformed the market in 12 of the past 13 years, with analysts suggesting it could do so again in 2026 amid strong AI chip growth
Broadcom's CEO previously stated that the company's AI chip revenue could exceed $100 billion next year. The company's revenue also grew 48% in its most recent quarter, driven by partnerships with hyp
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BlackRock and VanEck reports explain Bitcoin's 50% crash, citing extreme leverage and capital rotation to AI funds
BlackRock's "Re-Underwriting Bitcoin" whitepaper attributes the crash to a market dangerously stretched by October 2025, with futures open interest topping $90 billion, 80% of which was in offshore pe
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Musk stated that SpaceX is expected to achieve an annual revenue of $1 trillion by 2030, one year ahead of schedule.
Elon Musk stated that SpaceX is expected to achieve $1 trillion in annual revenue by 2030, one year ahead of schedule. Analysis indicates that to reach this goal, SpaceX would need to achieve a five-y
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Analysts Predict: SpaceX Stock Price Could Fall Below $100 in the Next Year
The analyst pointed out that SpaceX's stock price, based on its current market capitalization of $1.9 trillion and trailing 12-month revenue of $23 billion, has a price-to-sales ratio of 83x, signific
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Rocket Companies (RKT) stock slipped 2% to $14.50 in Tuesday trading, extending Monday's 2% decline, as higher rates and weak mortgage activity weighed on the housing market.
The stock remains over 40% below its 52-week high. Rocket Companies' Monday performance, with a 2% drop, was better than UWM Holdings (UWMC)'s 6% decline, suggesting it has recently held up better tha
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Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an in
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Gorilla Technology (GRRR) stock rises 3% to $15.47 after Compass Point initiates coverage with a Buy rating and $44 price target
The bullish initiation by Compass Point highlights the potential scale of Gorilla Technology's commercial pipeline, particularly its five-year NeutraDC Batam project in Indonesia, which is expected to
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The Donald Trump administration announced new sanctions against the chief prosecutor of the International Criminal Court (ICC) and a senior lawyer.
U.S. Secretary of State Marco Rubio stated that the sanctions target ICC President Tomoko Akane (Japanese) and senior trial lawyer Abdoulaye Seye (Senegalese), representing the latest escalation in th
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Oracle's key AI data center "Stargate" seeks rerouting for its accompanying natural gas pipeline after two rejections, pushing its operational date to February 2027.
After being rejected twice by the New Mexico State Land Office, Transwestern, a subsidiary of Energy Transfer LP, the builder of the proposed pipeline to supply natural gas to Oracle's large AI data c
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University of California System Offloads $1 Billion of Private Equity Stakes to HarbourVest Partners
University of California System Offloads $1 Billion of Private Equity Stakes to HarbourVest Partners
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Analysis suggests NVIDIA will benefit more directly than Micron from AI infrastructure buildout in 2026, as hyperscaler capital expenditures increasingly flow towards its AI accelerators.
The analysis indicates that hyperscalers (such as Amazon, Microsoft, Google, and Meta Platforms) are projected to invest approximately $700 billion in capital expenditures by 2026, with about two-thir
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Analysis Report: Dollar-Cost Averaging Since 2025 Peak, Bitcoin Outperforms XRP, Losing 16.5% and 41.5% Respectively
According to the analysis report, dollar-cost averaging (DCA) into cryptocurrencies since their respective peaks in 2025 shows that Bitcoin has outperformed XRP. Specifically, investing $100 monthly i
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Microsoft stock is projected to rise, with analysts citing Azure's annual revenue exceeding $100 billion and a commercial backlog of $678 billion.
The analysis indicates that Microsoft Azure's annual revenue surpassed $100 billion for the first time, growing by 43% year-over-year, and is projected to increase by approximately 45% next quarter. T
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AI data center developer Crusoe is in talks with four Wall Street banks, including JPMorgan Chase and Goldman Sachs, regarding an IPO
Crusoe, a private AI data center developer and power provider that serves OpenAI, Oracle, Microsoft, and GE Vernova, is in IPO talks with four Wall Street banks, including Bank of America, Goldman Sac
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Canadian and U.S. negotiators are expected to meet again ahead of the midnight tariff deadline, CBC News reports
Canadian and U.S. negotiators are expected to meet again ahead of the midnight tariff deadline, CBC News reports
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Optics Stocks Fall: Lumentum Down 10%, Corning 8%, AXT 12% on Anthropic's Missed ARR and WSJ AI Liability Report
Optics stocks experienced significant declines on Tuesday, with Lumentum (LITE) falling 10.1%, Corning (GLW) 8.2%, and AXT (AXTI) 12.5%. The downturn was primarily triggered by Anthropic's reported an
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Analysis indicates that Schwab Developed Markets ETF (SCHF) has low fees and high dividends, while iShares Core MSCI Emerging Markets ETF (IEMG) offers high growth potential but also high volatility.
The analysis states that the Schwab International Equity ETF (SCHF) has an expense ratio of 0.03% and offers a dividend yield of 3%; the iShares Core MSCI Emerging Markets ETF (IEMG) has an expense ra
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Macro
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