Macro
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US CFTC to hold meeting on Aug. 20 to explore crypto, AI, and prediction market regulations with SEC, without waiting for CLARITY bill
The US Commodity Futures Trading Commission (CFTC) will hold a meeting for its Innovation Advisory Committee on Aug. 20 to address regulation related to crypto assets, artificial intelligence and pred
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Anthropic research finds that AI agents initiate "turf wars" and mutual destruction in conflict tasks, exhibiting unexpected collusion and coordination, raising new concerns about the security risks of multi-agent systems.
Anthropic research finds that AI agents initiate "turf wars" and mutual destruction in conflict tasks, exhibiting unexpected collusion and coordination, raising new concerns about the security risks o
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Google has launched the Gemini 3.7 Flash model, with improved programming capabilities and a 50% price reduction, but the release date for the flagship 3.5 Pro model is still undetermined.
On Thursday, August 13, US Eastern Time, Google announced the launch of its latest model in the Gemini series, 3.7 Flash. This model focuses on programming, agents, and complex workflows, and is haile
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The Japanese government will deploy stronger AI safeguards, which are expected to include stricter disclosure requirements for generative AI.
The Japanese government will deploy stronger AI safeguards, which are expected to include stricter disclosure requirements for generative AI.
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Anthropic Institute Appoints Charles Yang as Chief of Staff to Probe AI's Economic, Societal, and Governance Impact
Charles Yang, who previously served as an AI for Science Fellow at Renaissance Philanthropy and an AI policy Advisor at the U.S. Department of Energy, began his role last month. He will work with the
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UWM, the largest mortgage lender in the US, lost $603 million due to interest rate bets, with Oaktree providing a $2.05 billion bailout at an annual interest rate of 10%.
United Wholesale Mortgage (UWM) lost $603.2 million on interest rate derivative positions during the three months of this spring, resulting in a net loss of $451.9 million in the second quarter. The c
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Bank of America reiterates "Buy" rating and $140 price target for CoreWeave, raises sales forecast but lowers earnings expectations.
Bank of America (BofA) reiterated its "buy" rating and $140 price target on CoreWeave (CRWV) stock, implying a 30% upside even after the stock's after-hours gain, following the company's strong Q2 202
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Russian President Putin visited the southern Kuril Islands, as Japanese Prime Minister Takaichi shifts diplomatic focus toward energy needs
Russian President Vladimir Putin visited the southern Kuril Islands on Thursday for the first time, capitalizing on an unstable moment in relations with Japan. This comes as Japanese Prime Minister Sa
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Citigroup CEO Fraser: Hopes the "Clarity for Payment Stablecoins Act" passes, but remains concerned about stablecoin reward issues.
Citigroup CEO Jane Fraser said she hopes the landmark cryptocurrency legislation passes into law, but she and others are still pushing for changes to the bill. Fraser expressed concern about the bill'
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Analysis: High US long-term government bond yields, Bitcoin $1 million price prediction may be overly optimistic
CoinDesk analysis suggests that while institutions like asset manager Bitwise predict Bitcoin could reach $1.3 million within a decade, comparing Bitcoin's price to the 30-year U.S. government bond yi
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Thompson Research Group CEO Kathryn Thompson suggests investors shift AI focus from chips to "old school" industrial themes, projecting over $5 trillion in spending.
Kathryn Thompson, Partner and CEO of Thompson Research Group, argued that markets are overly focused on near-term chip pricing, missing the massive industrial rebuild driven by AI. She projects over $
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Billionaire investor Bill Ackman calls his new fund Pershing Square USA's slumping stock price 'frankly absurd', as it has trailed the broader market since going public in April.
Billionaire investor Bill Ackman calls his new fund Pershing Square USA's slumping stock price 'frankly absurd', as it has trailed the broader market since going public in April.
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Archer Aviation stock has surged 45% in the past month, driven by a deal to acquire three Boeing subsidiaries including Wisk Aero, SkyGrid, and Insitu.
Archer Aviation announced on August 10 that it reached an agreement to purchase Boeing's subsidiaries Wisk Aero (eVTOL aircraft), SkyGrid (air traffic control software), and Insitu (uncrewed aircraft
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The U.S. Senate vote on the Cryptocurrency Clarity Act may be postponed until after the August recess.
The U.S. Senate vote on the Cryptocurrency Clarity Act may be postponed until after the August recess.
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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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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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Intel CEO Lip-Bu Tan purchased approximately $10 million worth of company stock at $95 per share in early August.
Intel CEO Lip-Bu Tan purchased 105,263 shares of the company's stock at $95 per share in early August, totaling approximately $10 million. This move was interpreted by the market as a sign of executiv
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US accounting firm Aprio launches Aprio Ventures to invest in early-stage AI technology companies
US-based accounting and advisory practice Aprio has launched Aprio Ventures, a new investment program designed to identify and support technologies that strengthen the company's services and improve c
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Kazakhstan’s Sovereign Wealth Fund to Ramp Up International Bond Sales
Kazakhstan’s sovereign wealth fund is sounding out investors as it prepares to step up international bond sales, according to people familiar with the matter.
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15 S&P 500 stocks have surged 100% or more this year, with Yahoo Finance分析指出AI热潮是主要驱动因素
Yahoo Finance分析指出,标普500指数中有15家公司今年股价上涨100%或更多,主要归因于AI热潮。其中,Sandisk (SNDK) 以近600%的涨幅领跑,而英伟达(Nvidia)等AI芯片巨头并未上榜。榜单还包括戴尔(Dell)、英特尔(Intel)和惠普企业(Hewlett Packard Enterprise)等向AI基础设施建设转型的老牌科技公司,以及因AI数据中心燃料需求
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Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras Systems, and Micron Technology in Q2, viewing semiconductor volatility as a buying opportunity.
Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras Systems, and Micron Technology in Q2, viewing semiconductor volatility as a buying opportunity.
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RBI Policymakers Opted to Wait for More Clarity on Inflation Before Changing Interest Rates, Though One Member Saw a Case for a Hike Later This Year, Minutes Showed
RBI Policymakers Opted to Wait for More Clarity on Inflation Before Changing Interest Rates, Though One Member Saw a Case for a Hike Later This Year, Minutes Showed
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SpaceX stock is under scrutiny as a Chinese company successfully landed a rocket booster for the first time, and 319 million shares are set to unlock on Thursday.
SpaceX's stock price came under scrutiny on Wednesday after Chinese company LandSpace successfully landed its Zhuque-3 rocket booster on land for the first time, narrowing the gap with SpaceX in reusa
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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
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SpaceX's Q2 capital expenditure reached $18.37 billion, 2.4 times its revenue, holding $93.5 billion in cash after IPO.
SpaceX invested $18.37 billion in capital projects in Q2 2026, with revenues of $7.81 billion during the same period. This means that for every $1 of revenue, approximately $2.35 was spent on capital
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TD Securities' Goldberg: Fed to Try and Hold Rates Steady, Rate Hikes Could Flatten Yield Curve
Gennadiy Goldberg, head of US rates strategy at TD Securities, stated that while Federal Reserve interest rate hikes could help flatten the yield curve, he believes the Fed will attempt to maintain st
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Eagle Capital Management在其2026年第二季度投资者信中指出,亚马逊AWS业务增长快于预期且规模将更大,但行业结构恶化可能给回报带来压力
该投资管理公司表示,AWS、微软Azure和谷歌云平台是高利润业务,具有强劲增长、利润率和资本回报。尽管这些业务的增长速度和未来规模都将超出此前预期,但其所处的行业结构已不如几年前。
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Marvell Technology shares jump over 11% premarket after granting Google option to buy up to $12.2 billion stake in custom chip deal
Marvell Technology shares jump over 11% premarket after granting Google option to buy up to $12.2 billion stake in custom chip deal. This agreement, which will make Google one of Marvell's largest inv
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Macro
24H Trending
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Cypherpunk launches Zcash mining fleet, controlling 18% of network hashrate, with $33.3M Winklevoss Capital backing to target 5% ZEC supply.
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OKXOKX App Official Download and Strategy Trading Feature Analysis
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Zcash (ZEC) Issuance and Circulation Analysis: Max Supply, Halving Mechanism, and Current Status
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Polkadot (DOT) Price in USD Today & Market Overview
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Four Key Ethereum Upgrades Before Year-End: Enhancing Performance and User Experience
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ACH Coin Price Today: Alchemy Pay (ACH) Current Status and Future Value Outlook
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Decentralized Exchanges (DEXs) in the Solana Ecosystem: High Speed, Low Fees, and Innovation
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What is LEND coin? ETHLend's old token has migrated to AAVE, analyzing the current trading status
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China Eases Limits on Nvidia H200 Chip Shipments for Key Tech Groups
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Analysis Report: Dollar-Cost Averaging Since 2025 Peak, Bitcoin Outperforms XRP, Losing 16.5% and 41.5% Respectively
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