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Morgan Stanley analyst Adam Jonas: Distributed hashrate from robot clusters could help SpaceX reach its 1 terawatt hashrate target faster than data centers by 2040.
Morgan Stanley analyst Adam Jonas noted in his latest research report that by 2040, an estimated 2.2 billion robots will exist. If each robot is equipped with 500 watts of hashrate, they will collecti
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A popular UK bond trade suggests investors trust Mayor of Greater Manchester Andy Burnham to stick to his pledge to keep government borrowing in check.
A popular UK bond trade suggests investors trust Mayor of Greater Manchester Andy Burnham to stick to his pledge to keep government borrowing in check.
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Russia's largest Baltic port, Ust-Luga, caught fire after a drone attack.
Russia's largest Baltic Sea port, Ust-Luga, caught fire after a drone attack during the night. The port is a key gateway for Russian energy and commodity exports, and the attack comes as Ukraine inten
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Bitcoin faces multiple headwinds, XRP hovers near $1; US Bitcoin spot ETFs see net outflow of $333 million this week, 30-year US Treasury yield rises to 5.22%
The cryptocurrency market is experiencing multiple headwinds, including stalled regulatory progress, outflows from spot Bitcoin ETFs, and rising yields in traditional markets. Progress on the U.S. Sen
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Bank of Japan Research Finds Wage Rigidity, Deflation Suppress Wage Growth
The Bank of Japan released a research paper examining what prevents productivity gains from translating into wages. The paper found that during Japan's deflationary period, wage-setting exhibited both
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Reuters: Bank of Japan (BOJ) to hike interest rates as early as September, considering accelerating tightening pace
The Bank of Japan (BOJ) is considering accelerating the pace of its tightening after a potential interest rate hike as early as September, moving beyond its current pace of roughly twice a year, three
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US 10-year and 30-year Treasury auctions see demand, but investors question high yields' sustainability amid soaring government spending and AI boom.
US 10-year and 30-year Treasury auctions see demand, but investors question high yields' sustainability amid soaring government spending and AI boom. The sales followed a subdued core inflation print,
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FTSE 100 futures rise as global stocks rally
FTSE 100 futures rise as global stocks rally
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India's ICICI Bank launches syndicated offshore loan of about $1.45 billion to capitalize on central bank facility that lowers hedging costs
India's ICICI Bank launches syndicated offshore loan of about $1.45 billion to capitalize on central bank facility that lowers hedging costs
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African local currency debt outperforms EM peers as high yields, economic reforms attract investor interest
African local currency debt outperforms EM peers as high yields, economic reforms attract investor interest
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Goldman Sachs' Chief India Economist Says Broad AI Adoption Could Boost Productivity and Wage Growth for Indian Workers
Goldman Sachs' Chief India Economist Says Broad AI Adoption Could Boost Productivity and Wage Growth for Indian Workers
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Societe Generale: Copper price spread now gauges US tariff risk, implying 14.6% chance of 15% tariff by Jan 2027
Societe Generale analysts note that the widening price spread between U.S. COMEX and London Metal Exchange (LME) copper futures has become a real-time indicator of potential U.S. tariffs. Their model
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Financial Times: OpenAI and Anthropic are engaged in a price war and releasing cheaper models in response to the rise of Chinese AI competitors
Financial Times: OpenAI and Anthropic are engaged in a price war and releasing cheaper models in response to the rise of Chinese AI competitors
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Foreign Investors Become Net Buyers of Indian Equities, Purchasing Over $3.8 Billion
Foreign investors have turned to Indian equities, with net purchases topping $3.8 billion, after dumping $26.7 billion in the first six months of the year. This shift is attributed to a correction in
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JPMorgan debanked prediction platform Polymarket over regulatory concerns
JPMorgan debanked prediction platform Polymarket over regulatory concerns
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Former Japanese Finance Official Warns Yen "Clearly Weak," Intervention May Recur; Market Expects Bank of Japan (BOJ) September Rate Hike to 76%
Former Japanese Vice Minister of Finance for International Affairs, Mitsuhiro Furusawa, stated on Thursday that the current USD/JPY exchange rate, around 159.50, has fallen back from the 155.20 level
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Malaysia's Q2 GDP growth accelerates to 6.0%
The economy was supported by resilient domestic demand and AI-driven investment, according to a statement released by the central bank on Friday.
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Anthropic CEO's wife, Cami Clark, exposed as a key "shadow advisor" to the company, having introduced Eric Schmidt and solicited funds from Epstein.
Cami Clark, wife of Anthropic CEO Dario Amodei, reportedly serves as a key strategic advisor to the company without holding a formal position, and is said to have brought former Google CEO Eric Schmid
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Washington Court Orders Kalshi to Halt Most Prediction Market Offerings in the State, Though Allowing Commodities, Climate, Economics, and Finance-Related Markets to Continue
Washington Court Orders Kalshi to Halt Most Prediction Market Offerings in the State, Though Allowing Commodities, Climate, Economics, and Finance-Related Markets to Continue
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Speculative investors are betting that the Reserve Bank of Australia (RBA) will raise interest rates again in November, with market expectations for a 25 basis point hike rising to 45%.
Speculative investors are betting that the Reserve Bank of Australia (RBA) will raise interest rates again in November, with market expectations for a 25 basis point hike rising to 45% from 38% previo
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Oil Slick from Tanker Carrying Sanctioned Russian Crude Reaches Oman's Coastline
An oil slick from the tanker Caroline Bezengi has reached Oman's coastline, weeks after the vessel ran aground near a marine reserve. The tanker was carrying an estimated 800,000 barrels of sanctioned
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SMIC stated that the "spillover effect" of AI is driving up the prices of peripheral chips, and the company will not lower prices due to the weak smartphone and automotive markets.
SMIC stated that the "spillover effect" of AI is driving up the prices of peripheral chips, and the company will not lower prices due to the weak smartphone and automotive markets.
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S&P Global Ratings expects Hong Kong life insurers to see 8-10% annual premium growth over next two years despite Beijing's tax shift
S&P Global Ratings expects Hong Kong life insurers to see 8-10% annual premium growth over next two years despite Beijing's tax shift
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The AI boom has pushed the valuations of Chinese tech companies to several times those of their US counterparts, with the STAR 50 Index rising 29% this year on the back of government support.
The AI boom has pushed the valuations of Chinese tech companies to several times those of their US counterparts, with the STAR 50 Index rising 29% this year on the back of government support.
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Raw Sugar Futures Advance to 14-Month High on Global Supply Concerns, as India Considers Cutting Import Duties
Raw Sugar Futures Advance to 14-Month High on Global Supply Concerns, as India Considers Cutting Import Duties
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US crude futures rise by more than $1 as hopes of US-Iran peace deal fade
US crude futures rise by more than $1 as hopes of US-Iran peace deal fade
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Value investing giant Seth Klarman's Baupost Group increased its stake in Genuine Parts (GPC) by 89% in the second quarter, valued at approximately $332.3 million.
Value investing giant Seth Klarman's Baupost Group increased its stake in Genuine Parts (GPC) by 89% in the second quarter, valued at approximately $332.3 million.
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Josh Gottheimer, a senior member of the House Intelligence Committee's cyber subcommittee, disclosed the purchase of three cybersecurity stocks.
A periodic transaction report filed by Representative Josh Gottheimer (D-NJ) on August 10 shows that he purchased shares of CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL), with ea
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Iranian Clubs to Play Qatar and UAE Sides at Neutral Venues in Asian Champions League Elite Amid Regional Conflict
Iranian Clubs to Play Qatar and UAE Sides at Neutral Venues in Asian Champions League Elite Amid Regional Conflict
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Bank of Israel Governor Yaron said the outcome of the next policy meeting has not been predetermined.
Bank of Israel Governor Yaron stated that the outcome of the next policy meeting is not predetermined, implying that interest rates could be adjusted at that time. He noted that the Israeli economy ha
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Colombian Q2 GDP Growth Jumps to 3.5%, Exceeding Expectations
Colombia's economic growth of 3.5% in the second quarter surpassed forecasts, providing a strong start for President Abelardo de la Espriella as he begins his four-year term.
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Bloomberg strategist Simon White warns that the "ultra-low correlation" in US stocks faces a risk of severe shocks, and anomalous gamma fluctuations could become the "switch" for market volatility.
White pointed out that the current abnormal fluctuations in Gamma are weakening option traders' ability to suppress market volatility. Once Gamma rapidly turns negative, option traders' hedging behavi
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Pentagon considers reducing Persian Gulf troop presence
The U.S. Pentagon is considering reducing its troop presence in the Persian Gulf following the Iran war, as repeated Iranian strikes exposed vulnerabilities at major American bases. Options include sh
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The U.S. 10-year government bond yield rose to a near 19-month high on Tuesday, as the standoff between the U.S. and Iran over the Strait of Hormuz continued.
This move follows a jump in yields on Monday, and as Iran has threatened an offensive. Rising oil prices could exacerbate inflationary pressures at a time when the S&P 500 bull market faces challenges
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<p>Donald Trump-linked World Liberty says AI platform WorldClaw is independent, but refuses to disclose financial relationship</p>
World Liberty Financial (WLFI), a crypto company co-founded by the Donald Trump family, stated that the AI aggregation platform WorldClaw is an independent company, and WLFI does not own or operate Wo
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LinkedIn study finds Millennials and Gen Z are securing fast-growing, high-paying AI jobs, with median salaries for typical AI roles at $177,000
The research indicates that young workers are thriving in the AI job market, despite facing difficulties in the broader job market. Gen Z accounts for over two-thirds of hires for roles like forward d
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Bank of America Says NVIDIA Stock May Be Undervalued by 34%-50%, Maintains "Buy" Rating and $350 Price Target
Bank of America stated that NVIDIA's stock may be undervalued by 34% to 50%, as investors might have exaggerated AI-related risks. The bank believes that NVIDIA's aggressive investments in AI represen
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SPOT GOLD FALLS OVER 1% TO $4,362.79/OZ
SPOT GOLD FALLS OVER 1% TO $4,362.79/OZ
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Bank of America hikes price targets on cybersecurity stocks, citing worsening AI-based threat landscape
The bank raised its price targets for SentinelOne (S), SailPoint (SAIL) and Zscaler (ZS), believing that the rebound in cybersecurity stocks from previous worries about AI model builders becoming comp
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UAE Defense Ministry announced on X that its air defense systems detected a missile threat.
UAE Defense Ministry announced on X that its air defense systems detected a missile threat.
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Four well-known billionaire investors increased their holdings in Lattice Semiconductor (LSCC) by over $600 million, while Druckenmiller liquidated his $30 million stake.
According to 13F filings disclosed on August 14, Steve Cohen's Point72, Daniel Sundheim's D1 Capital, Dmitry Balyasny's Balyasny Asset Management, and Israel Englander's Millennium Management funds si
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Value Investing Legend Howard Marks' Oaktree Capital Discloses New $60.9M Position in Sea Limited (SE), Stock Down 30% Over Past Year
Value Investing Legend Howard Marks' Oaktree Capital Discloses New $60.9M Position in Sea Limited (SE), Stock Down 30% Over Past Year
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Baron Capital is optimistic about Blackstone Private Credit Fund (BXDC) in its Q2 2026 investor letter, highlighting its strong leadership and a project pipeline of $25 billion.
Baron Capital is bullish on Blackstone Private Digital Infrastructure Trust (BXDC) in its Q2 2026 investor letter, highlighting its strong leadership and $25 billion project pipeline. Baron Capital no
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Meta Platforms Q2费用增长55%远超营收28%，知名投资者Steve Eisman称其AI支出“惊人”并质疑盈利能力
Meta Platforms第二季度研发费用飙升67%至216.6亿美元，全年资本支出预计将达1300亿至1450亿美元。公司自由现金流从一年前的85.5亿美元降至7.84亿美元。Strategas创始人Jason Trennert也对AI投资能否为股东带来“适当回报”表示不确定，并更看好半导体行业。
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Lookonchain detected that the Royal Government of Bhutan continues to sell Bitcoin, transferring another 300 BTC ($19.28M) to a new wallet 2 hours ago.
Lookonchain detected that the Royal Government of Bhutan continues to sell Bitcoin, transferring another 300 BTC ($19.28M) to a new wallet 2 hours ago.
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HashKey Exchange to use Hong Kong's first regulated stablecoin, HKDAP, for cross-border trade and insurance settlements
HashKey Exchange, Hong Kong's largest cryptocurrency exchange, will utilize HKDAP, the city's first regulated Hong Kong dollar-pegged stablecoin, to settle cross-border trade transactions with the UAE
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Michael Burry披露其Scion Asset Management已做多动物保健公司Zoetis (ZTS)，认为该公司毛利率更高且债务低于同行，尽管该股今年已下跌约40%。
Michael Burry披露其Scion Asset Management已做多动物保健公司Zoetis (ZTS)，认为该公司毛利率更高且债务低于同行，尽管该股今年已下跌约40%。
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Analysis suggests Micron Technology stock could jump over 200% by end of 2027, driven by AI-fueled memory demand and supply tightness
The Motley Fool analysis indicates that Micron Technology's revenue could exceed $260 billion in calendar 2027, nearly triple its past year's revenue, supported by strong DRAM and NAND flash market sh
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