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Polen Capital initiates position in Taiwan Semiconductor (TSM), citing its role as a dominant pure semiconductor foundry benefiting from the AI cycle
In its Q2 2026 investor letter, Polen Focus Growth Strategy stated that Taiwan Semiconductor Manufacturing Company (TSM) is the dominant pure semiconductor foundry globally, benefiting from the curren
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Polen Capital Q2 Report: Polen Focus Growth Fund Buys GE Vernova (GEV) on AI Infrastructure and Power Demand Growth
Polen Capital Management Llc disclosed in its Q2 2026 investor letter that the Polen Focus Growth fund initiated a new position in GE Vernova (GEV) during the new quarter. The fund believes that GE Ve
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Polen Capital initiated a new position in GE Aerospace (GE) in Q2 2026, viewing it as one of the highest-quality industrial businesses globally
In its Q2 2026 investor letter, Polen Capital Management's Polen Focus Growth Strategy highlighted GE Aerospace (GE), stating it initiated a new position. The firm views GE Aerospace as a high-quality
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US August Michigan Consumer Sentiment Index preliminary value fell to 51, the first decline in three months, lower than the expected 55; one-year inflation expectation rose to 4.3%.
The preliminary report released by the University of Michigan on Friday showed that the US consumer confidence index's preliminary reading for August fell to 51 from 55.2 in July, lower than the 55 ex
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Elon Musk Discloses Nearly 50% Stake in SpaceX Worth Over $900 Billion
Elon Musk disclosed his nearly 50% stake in SpaceX, valued at over $900 billion, in a filing with the Securities and Exchange Commission late Thursday.
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Aoris International Fund highlights Microsoft (MSFT) AI strategy, citing its strong position as the second-largest cloud provider and primary infrastructure provider for OpenAI.
In its Q2 2026 investor letter, Aoris International Fund stated that AI presents a significant opportunity for Microsoft, which the company is pursuing with urgency. The fund noted that only about a t
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Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment
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Dow Jones Industrial Average falls after weaker-than-expected retail sales, while Applied Materials dives on earnings
The Dow Jones Industrial Average fell less than 0.1% on Friday, as Wall Street digested weaker-than-expected retail sales data. Meanwhile, Applied Materials (AMAT) was a big mover following its earnin
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Polen Capital Management disclosed in its Q2 2026 investor letter that it had initiated a new position in EMCOR Group (EME).
Polen Capital Management, in its Q2 2026 investor letter for the "Polen Focus Growth Strategy," stated that EMCOR Group, the largest mechanical, electrical, and plumbing specialty contractor in the Un
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Aoris International Fund noted in its Q2 2026 investor letter that Amphenol (APH) benefited from data center infrastructure build-out, with its data center revenue growing 81% year-over-year in the March 2026 quarter.
Aoris International Fund noted in its Q2 2026 investor letter that Amphenol (APH) benefited from data center infrastructure build-out, with its data center revenue growing 81% year-over-year in the Ma
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Binance to restrict transactions involving HTX and 10 other crypto platforms, with HTX recently added to EU's Russia sanctions list
Binance to restrict transactions involving HTX and 10 other crypto platforms, with HTX recently added to EU's Russia sanctions list
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Colombia's corporate bond sales rebound after four-year slump, driven by market-friendly government and falling sovereign yields.
The rebound in local corporate bond sales follows a right-wing shift in the government, which has stimulated investor demand for local assets and triggered a drop in sovereign yields.
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The DXY fell to its lowest level since May after unexpectedly weak US retail sales data dampened expectations for a rate hike this year.
The Bloomberg Dollar Spot Index fell 0.4% on Friday to its lowest level since May 29. This followed unexpectedly weak US retail sales data, which prompted traders to further scale back expectations fo
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Silver prices rose to $65.14 per ounce on Friday, after weaker inflation data this week reduced expectations of a September interest rate hike by the Federal Reserve.
Silver futures opened lower on Friday but rebounded above $65 in early trading, reaching a high of $65.14 per ounce. The market generally believes that the weak inflation data released this week has r
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Saudi Arabia announces the launch of a Red Sea defence alliance with 13 countries to safeguard navigation through the Bab al-Mandeb Strait, Red Sea and Gulf of Aden
The coalition, which includes Bahrain, Bangladesh, Comoros, Djibouti, Egypt, Jordan, Kuwait, Pakistan, Qatar, Saudi Arabia, Somalia, Sudan, Turkiye, and Yemen, aims to strengthen collective maritime d
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U.S. retail sales fell 0.6% in July, marking the first decline in 14 months, driven by cheaper gas and post-Amazon Prime Day slowdown.
U.S. retail sales fell 0.6% in July, marking the first decline in 14 months, driven by cheaper gas and post-Amazon Prime Day slowdown.
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Nikkei Asia: Donald Trump’s tariffs unevenly reshape US manufacturing, boosting some activity but failing to bring back jobs
Nikkei Asia: Donald Trump’s tariffs unevenly reshape US manufacturing, boosting some activity but failing to bring back jobs
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U.S. equity futures rose, with S&P 500 futures up 0.1% and Nasdaq 100 futures up 0.2%, boosted by strong earnings and moderate data, poised for new record highs
U.S. stocks are poised to end the week at a record high, extending the upward momentum driven by strong earnings reports and cooling inflation data.
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Israeli Prime Minister Netanyahu calls UK "United Islamic Republic," drawing criticism from British Jewish groups.
Israeli Prime Minister Benjamin Netanyahu sarcastically referred to the UK as the "United Islamic Republic of Great Britain" in a podcast aired on Thursday, a remark made amid increasingly strained re
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Data breach notices in H1 2026 surpassed last year's total, with AI playing a growing role in cyberattacks
According to a new report from the Identity Theft Resource Center, over 471 million victim notices were associated with data compromises in the first half of 2026, compared to 297.5 million for all of
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Convenience Store Stocks Surge Amid AI Boom Concerns and Iran Conflict, With Casey's Up Over 54% YTD
Shares of Alimentation Couche-Tard Inc., Casey’s General Stores Inc., and Murphy USA Inc. have all risen at least 24% this year, driven by investor demand for defensive plays. Casey's, the top perform
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Investors engage in 'FOMO Insurance' options buying spree as stocks rally to record highs
The trend is driven by a fear of missing out rather than concerns about a market downturn. This surge follows the strongest quarterly earnings growth since 2021, prompting strategists like Ed Yardeni
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US Ambassador to Israel Mike Huckabee Condemns Israeli Settlers as 'Terrorists' for Sieging Palestinian Families in West Bank Village of Qusra, Embassy Intervenes to Remove Them
US Ambassador to Israel Mike Huckabee Condemns Israeli Settlers as 'Terrorists' for Sieging Palestinian Families in West Bank Village of Qusra, Embassy Intervenes to Remove Them
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The US threatens to impose an "indefinite" naval blockade and unprecedented economic sanctions on Iran, while Iran insists the Strait of Hormuz remains blocked.
U.S. Secretary of Defense Pete Hegseth stated on Thursday that the U.S. Navy can maintain a blockade of Iranian ports "indefinitely" by rotating ships to sustain a military presence in the region. U.S
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Al Jazeera reports displaced Lebanese watch southern Lebanon's 'pilot zones' from afar as Israel erases towns and villages
Al Jazeera's Ali Hashem reported on displaced Lebanese families observing their homes from a distance, as Israel continues to erase towns and villages in southern Lebanon's so-called 'pilot zones'.
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Saylor Retweets Bitcoin Magazine Post, Donald Trump Comments on US Plan to Accumulate Bitcoin
Michael Saylor retweeted Bitcoin Magazine's tweet stating that when asked if the U.S. plans to accumulate a large amount of Bitcoin, Donald Trump said it was "definitely discussed." He believes this "
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Experts say the USS Lincoln's predicament highlights the limitations of the U.S. Navy in a prolonged war with Iran.
According to Al Jazeera, the USS Abraham Lincoln aircraft carrier faced severe conditions during its record-breaking deployment, including crew morale issues, shortages of basic supplies, and maintena
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US envoy warns Israel's strike on a Syrian airbase could have sparked direct confrontation with Turkish forces
US envoy warns Israel's strike on a Syrian airbase could have sparked direct confrontation with Turkish forces
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CZ states he will be speaking at the SALT conference with Scaramucci in Jackson Hole, Wyoming, in about an hour.
CZ states he will be speaking at the SALT conference with Scaramucci in Jackson Hole, Wyoming, in about an hour.
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U.S. Treasury and IRS propose rules to restrict refundable tax credits for certain immigrants, potentially impacting millions
The proposed rules would classify the refundable portions of the adoption tax credit, child tax credit, American Opportunity tax credit, and earned income tax credit as "federal public benefits." This
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Trump Says Interest Rate System Doesn't Make Sense, Arguing Rates Go Up When Economy Does Well Instead of Coming Down
Trump Says Interest Rate System Doesn't Make Sense, Arguing Rates Go Up When Economy Does Well Instead of Coming Down
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The average bond yield in G7 countries rose to its highest level since 2008 in mid-August, as investors demanded higher compensation.
The average bond yield in G7 countries rose to its highest level since 2008 in mid-August, as investors demanded higher compensation. Reasons for investors to exit long-term sovereign debt include inc
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HYPE jumps 11% as Trump says CFTC is working to bring Hyperliquid to U.S.
HYPE jumps 11% as Trump says CFTC is working to bring Hyperliquid to U.S.
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Donald Trump has called on Congress to pass the crucial "Clarity Act" to establish a clearer regulatory framework for cryptocurrencies, a bill currently stalled in the Senate.
Donald Trump said on Wednesday at a White House event attended by major crypto industry players that passing the "Clarity Act" would keep the U.S. ahead in crypto innovation and unleash the next wave
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TrueCar CEO Scott Painter Warns US-Canada Trade Uncertainty Poses Greater Threat to Auto Industry Than Tariffs Themselves, Disrupting Manufacturers' Decision-Making
Painter stated that while automakers can almost price in any kind of risk if they have some stability, the "cagey, sort of back and forth" nature of trade uncertainty makes it very difficult, highligh
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Mark Walter pledges Guggenheim stake for multi-billion dollar loan
Mark Walter pledges Guggenheim stake for multi-billion dollar loan
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Southeast Asia IPO fundraising to double to US$3 billion in H1 2026, with Malaysia leading in both fundraising value and number of listings.
Southeast Asian stock markets raised US$3 billion through initial public offerings (IPOs) in the first half of 2026, doubling the amount from the same period last year. Among them, Malaysia ranked fir
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Google launches new AI-powered study tools across Search and Gemini, including interactive visuals, 3D simulations, and customized quizzes
The new features are part of Google's ongoing effort to position Gemini as the preferred AI assistant for students, intensifying its competition with rivals like OpenAI and various education technolog
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OpenAI reportedly revoked "trusted access" program privileges for some cybersecurity researchers, possibly due to technical issues.
Multiple cybersecurity researchers have reported that they suddenly lost access to OpenAI's "Trusted Access for Cyber" (TAC) program. This program is designed to provide vetted users with less restric
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OKX bans Hong Kong employees from using Claude AI after corporate account was briefly suspended
OKX bans Hong Kong employees from using Claude AI after corporate account was briefly suspended
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MarketWatch: U.S. Gen Z's attitude towards AI shifts, majority of young people concerned AI will take their jobs
MarketWatch reports that concerns among young Americans about AI's impact on jobs are soaring, as new college graduates face higher unemployment rates.
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Iranian Parliament approves outline of "foreign infiltration" plan, aiming to restrict citizens' contact with foreign entities and media exchanges.
Iran's hardline-dominated parliament has approved the outline of a plan aimed at combating "foreign infiltration," with a focus on academia, media, and culture. Under this plan, citizens and entities
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Canada Pledges Over C$50M Aid to Lebanon, Condemns Israeli 'Unlawful Invasion'
Canada's Secretary of State for International Development, Randeep Sarai, announced new humanitarian aid during his visit to Lebanon, raising the country's total assistance to Lebanon this year to ove
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Former US Ambassador Daniel Fried says Iran has 'little incentive' to open Strait of Hormuz, adding that a solution to the conflict will require patience.
Former US Ambassador to Poland Daniel Fried said Iranians have little incentive in the near term to allow the Strait of Hormuz to open. Fried, who also served as the assistant Secretary of State for E
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The Federal Reserve's July meeting minutes show that officials believe interest rate hikes may be necessary if inflation does not cool down.
The Federal Reserve's July 28-29 policy meeting minutes, released on Wednesday, indicated that several officials assessed that further policy tightening might be necessary if inflation did not decline
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Analyst trusts Enterprise Products Partners (EPD) 5.8% dividend yield, citing strong cash flow, conservative financials, and 28 years of payout increases
An analyst from The Motley Fool expressed confidence in Enterprise Products Partners (EPD) 5.8% dividend yield, highlighting the company's record $2.3 billion operational distributable cash flow in Q2
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US Treasury market's reprieve may be fleeting as a deluge of corporate bond issuance is expected in September
Henry Song, a portfolio manager at Diamond Hill, noted that from a bond investor's perspective, the key concern is where to allocate capital.
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The Motley Fool analysis suggests Bloom Energy (BE) stock could double again, driven by AI data center demand, despite its high valuation and reliance on the tech sector.
Bloom Energy, which provides fuel cell systems for data centers, recently reported record quarterly revenue exceeding $1 billion for the first time and projects 2026 sales to reach $3.9 billion. Its s
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