Macro
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Motley Fool Analyst Predicts Vanguard Small-Cap Value ETF (VBR) Will Outperform S&P 500 Through 2027
A Motley Fool analyst forecasts that the Vanguard Small-Cap Value ETF (VBR) is poised to outperform the S&P 500 through 2027. The prediction is based on VBR's cheaper valuations, trading at a forward
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MarketWatch Analysis: S&P 500 Net Return Would Be Negative If the Best 94 Trading Days Since 1928 Were Excluded
An analysis by MarketWatch pointed out that out of 25,853 trading days from the beginning of 1928 to the present, if the 94 best-performing trading days (accounting for only 0.36% of the total trading
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Fintech company Nu Holdings' Q2 revenue increased by 39% to $5.9 billion, with net profit exceeding $1 billion for the first time, and its stock price rose by 13% at Friday's open.
Nu Holdings, the parent company of Brazilian digital bank NuBank, reported second-quarter results that exceeded market expectations. The company's active accounts reached 138.9 million, a 13% year-ove
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Analysis suggests Bloom Energy is a smarter investment choice among AI energy stocks than Oklo.
Yahoo Finance published an article analyzing that despite Oklo's long-term growth potential in the micro-reactor field, its valuation is too high, and it has not yet achieved meaningful revenue. In co
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Japan struggles to secure rare earths for EVs and chip tools amid China trade pressure
Dysprosium and yttrium imports, crucial for electric vehicles and chipmaking equipment, have plummeted approximately 80% in two years due to China's trade restrictions, forcing Japanese materials make
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U.S. Treasury Secretary Besant stated that the United States will announce "unprecedented" economic sanctions against Iran next week.
U.S. Treasury Secretary Scott Bessent said Thursday that the measures, aimed at strengthening the Donald Trump administration's efforts to force Tehran to surrender after nearly six months of war, wou
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OpenAI's Chief Revenue Officer and other key executives have successively resigned on the eve of its IPO, raising market concerns about its stability.
OpenAI Chief Revenue Officer Denise Dresser reportedly announced her departure on Thursday, two days after Head of Operations Brad Lightcap also ended his eight-year tenure. Additionally, executive Fi
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Nick Timiraos: Different inflation measures offer conflicting views on disinflation, with a newer version suggesting it has stalled.
Nick Timiraos noted that while the symmetric measure indicates inflation has not progressed towards the Fed's target for some time, and is lower than the core measure, two different approaches to filt
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Wingtech Technology's revenue for the first half of 2026 decreased by 94.02% year-on-year to 1.514 billion yuan, and the net profit attributable to the parent company turned into a loss of 406 million yuan, due to the divestiture of its product integration business to focus on semiconductors.
Wingtech Technology reported revenue of 1.514 billion yuan in the first half of 2026, a year-on-year decrease of 94.02%. The net profit attributable to the parent company was a loss of 406 million yua
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China's Courts Rule Against Firing Workers Solely Due to AI Replacement
Chinese courts have ruled that employers cannot terminate contracts simply because AI has taken over a worker's job. This stance is based on China's Labor Contract Law, which requires employers to pro
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Goldman Sachs: AI Investment's Crowding-Out Effect on Other Investments Is Limited; US AI Investment Expected to Reach Nearly $600 Billion by 2026
Goldman Sachs analysis indicates that while US AI investment is projected to reach nearly $600 billion by 2026, its crowding-out effect on other investments will be limited, with an estimated incremen
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Citibank and JPMorgan Chase will co-finance a US$4.61 billion natural gas power generation project in the United States with Japan
Citibank and JPMorgan Chase will jointly provide $4.61 billion in financing with Japan for natural gas power generation projects in Pennsylvania and Texas. This marks the first time US banks have part
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Elon Musk转发推文称,Cursor已正式加入SpaceX
Elon Musk转发了@mntruell的推文,该推文宣布Cursor已正式加入SpaceX,并表示很高兴能成为这家特殊公司的一部分,与SpaceX AI团队合作是荣幸,未来还有很多工作要做。
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U.S. Senator Warren questioned Treasury Secretary Besant, demanding disclosure of the scale and legal basis of the U.S. intervention in the Japanese yen on July 31.
U.S. Senator Elizabeth Warren sent a letter to Treasury Secretary Janet Yellen on August 13, requesting an explanation of the specific scale, legal basis, and estimated cost to U.S. taxpayers of the U
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Investors are flocking back to U.S. stocks, and bullish sentiment has returned to Wall Street.
A strong earnings season and falling inflation have driven the market's rebound from July's chip stock slump.
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Walmart is expected to report in-line Q2 results, with investor focus on H2 guidance and tariff refund reinvestment plans, according to Jefferies
Jefferies analysts anticipate Walmart's Q2 comparable sales growth of 3.6% and EPS of $0.74, broadly in line with consensus. The firm notes that management emphasizes a consistent strategy of price le
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Adobe Analytics: In June, 41% of U.S. consumers used generative AI for online shopping, with AI-driven visitors showing a 41% higher revenue conversion rate.
Reuters reported on August 7 that Adobe Analytics data showed 41% of U.S. consumers used generative AI for online shopping in June. Visitors driven by AI services generated 41% more revenue per visit
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Donald Trump's son-in-law Kushner to visit Israel, Egypt next week after Netanyahu rejected Gaza peace plan
Jared Kushner, former US President Donald Trump's son-in-law and aide, plans to visit Israel and Egypt next week to support a US-backed peace plan aimed at permanently ending Israel's war in Gaza. The
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AlphaSimplex Group Chief Research Strategist Kaminski Says Bond Markets Have Been Hard to Trade From a Trend Perspective
AlphaSimplex Group Chief Research Strategist Kaminski Says Bond Markets Have Been Hard to Trade From a Trend Perspective
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S&P 500 and Russell 2000 indices hit all-time highs, Nasdaq index broke through recent resistance
The S&P 500 and small-cap Russell 2000 indices both reached new highs, while the Nasdaq index broke through recent resistance, all under the continued digestion of recent strong gains.
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Musk stated that SpaceX expects to reach $1 trillion in revenue by 2030, one year ahead of its previous target.
SpaceX CEO Elon Musk stated during the Q2 earnings call that the company expects to achieve $1 trillion in revenue by 2030, one year ahead of its previously set target of 2031. Analysis indicates that
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First Trust RBA American Industrial Renaissance® ETF (AIRR) Faces September Rebalance Challenge, May Shed Data Center Construction-Related Winners
The ETF has approximately $10 billion in assets under management, primarily investing in companies that provide electrical and mechanical services for data center construction in the US, making it a d
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Turkey's Ministry of National Defense disclosed details of the joint defense agreement between Turkey, Pakistan, and Saudi Arabia, stipulating that an armed attack on any member state will be considered an attack on all member states.
The protocol was signed about a week ago, and Turkey's Ministry of National Defense announced more details this Thursday, including plans for joint military exercises and deepening defense industry co
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Heartflow (HTFL) stock surged after Q2 sales hit $64.1 million (+48% YoY), beating estimates, and the company issued "outsized" guidance.
Heartflow (HTFL) stock surged after Q2 sales hit $64.1 million (+48% YoY), beating estimates, and the company issued "outsized" guidance.
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India, the world’s second-largest sugar producer, weighs import duty cut to curb record local prices
India, the world’s second-largest sugar producer, weighs import duty cut to curb record local prices
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Samsung Electro-Mechanics' glass substrate mass production timeline has been postponed for the third time, as prototypes failed client certification. Production is now expected to begin in 202 earliest.
GlaSSEM, a joint venture between Samsung Electro-Mechanics and Doosan D&T, has had its mass production schedule for glass substrates delayed at least three times. According to The Elec, since equipmen
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UBS warns: German natural gas inventories fall to 17-year low of 48% for this time of year, gas prices may surge this winter, inflation faces upside risk
Simon Penn, a macro strategist at UBS in London, noted in a report released on Monday that Germany's natural gas storage facilities are currently only 48% full, significantly lower than 65% a year ago
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Germany Is Set to Sell 30-Year Bonds at Highest Yield Since 2011
Germany's borrowing costs are poised to hit a 15-year high in a major sale of long-dated bonds, as investors demand greater compensation for lending to increasingly-indebted governments still grapplin
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China holds former Premier Zhu Rongji's funeral, censors public mourning amid concerns over criticism of current leadership
Former Premier Zhu Rongji, who died last week at 97, was cremated at a low-key funeral in Beijing on Tuesday, attended by President Xi Jinping. Authorities are reportedly wary that public mourning for
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Rising US Treasury Yields Threaten to Undermine Asia's AI-Driven Stock Rally
The rapid climb in US Treasury yields is emerging as a significant risk to the AI-driven stock rally across Asia, highlighting technology firms' vulnerability to elevated borrowing costs.
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Moody's raises South Korea's 2026 growth forecast to 3.5% from 2.5%, betting on AI-driven memory chip boom extending into mid-2027
Moody's raises South Korea's 2026 growth forecast to 3.5% from 2.5%, betting on AI-driven memory chip boom extending into mid-2027
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South Korea's Industry Ministry Denies Semiconductors Are First Project for US Investment Commitments
The ministry on Tuesday denied a local newspaper report that Seoul had initially considered semiconductors as the first strategic investment project in the US under its investment commitments.
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Vietnam plans to upgrade Bac Ninh province, home to Samsung's manufacturing hub, and Quang Ninh province, home to Ha Long Bay, into centrally-governed cities.
The move aims to turn the two major foreign direct investment (FDI) destinations into new growth poles to promote investment and industrial development. Bac Ninh province is Vietnam's largest exporter
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India's National Stock Exchange (NSE) is reportedly seeking a valuation of up to $55 billion, potentially setting a new IPO record in India.
India's National Stock Exchange (NSE), the world's largest derivatives exchange operator by trading volume, is planning to seek a valuation of up to 5.26 trillion rupees (approximately $55 billion) in
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Bond Rout Sends Long-Term Borrowing Costs to Highest in Decades Amid Investor Angst Over Inflation and AI Debt
Bond Rout Sends Long-Term Borrowing Costs to Highest in Decades Amid Investor Angst Over Inflation and AI Debt
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Global Private Equity Firms Make Zero New Deals in China Amid Tightened Scrutiny
Global private equity firms have made no new equity investments in China, as Beijing tightens scrutiny of foreign capital in sensitive sectors.
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Japan's Five-Year Bond Sale Sees Strongest Demand Since June 2025, With Bid-to-Cover Ratio at 4.15
Japan's five-year government bond auction on Tuesday saw the strongest demand since June 2025, as elevated yields underpinned buying. The bid-to-cover ratio rose to 4.15 from 3.43 at the previous sale
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BHP CEO Brandon Craig says China's iron ore demand remains steady, supported by manufacturing activity
Craig also noted that stronger Indian demand for metallurgical coal should support the market.
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China unveils its 15th five-year oil and gas plan, targeting domestic production of 440 million tonnes of oil equivalent by 2030, a 5% increase over its 2025 output.
China unveils its 15th five-year oil and gas plan, targeting domestic production of 440 million tonnes of oil equivalent by 2030, a 5% increase over its 2025 output.
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Geopolitical crises are reshaping the global energy landscape, with the United States, Norway, and Canada vying to increase investment in fossil fuels, as energy security takes precedence over climate goals.
Global major oil-producing nations are re-evaluating their energy transition strategies, influenced by geopolitical tensions in areas such as the Strait of Hormuz. US shale oil producers have signific
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Goldman Sachs: Hedge Funds Net Bought US Stocks for Five Consecutive Days Last Week, Marking the Second Fastest Buying Spree This Year, Driven by a Short Squeeze in the Tech Sector
According to the latest weekly report from Goldman Sachs Prime Brokerage, hedge funds net bought US equities every trading day last week, with the buying pace reaching the second fastest level in the
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KT, SK Telecom, and AI startup Upstage advance to next stage in South Korea's government-backed free AI service development project
The Ministry of Science and ICT announced Tuesday that the three companies were selected from a group of four finalists. Upstage is known for developing its own foundation model called Solar.
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Indian IPOs see strong investor demand, with 8 of past 10 oversubscribed, even as Nifty 50 loses momentum
Indian IPOs see strong investor demand, with 8 of past 10 oversubscribed, even as Nifty 50 loses momentum
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Google plans to stop making Pixel products in China by 2027
The US tech giant has informed suppliers of its intention to produce all Pixel smartphones, smartwatches, and wireless earbuds outside of China, starting next year. This move is driven by ongoing Wash
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European Central Bank (ECB) researchers warn: Even if AI succeeds, US tech stocks could still face a correction, posing a financial stability threat to the eurozone
European Central Bank (ECB) researchers Malin Andersson and Stefano Corradin, among others, published an article on the ECB's official blog on Monday, stating that as AI widely penetrates the economy,
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Goldman Sachs analyst Ankush Gupta: Gold's "short squeeze" enters its second phase, with macro and technical factors resonating to support upward price movement, $4,500 becoming a key resistance.
Goldman Sachs analyst Ankush Gupta noted that the gold market's "short squeeze" is evolving into a more sustainable upward structure, with macro signals and technical factors resonating in sync, provi
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Yardeni Research warns: As U.S. Treasury yields approach 5%, bond vigilantes are stirring.
Investors have shown signs of unease regarding growing government debt, but there is no reason to panic about the U.S. bond market yet, according to Yardeni Research.
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US Q2 13F Holdings Report: NVIDIA Sees Net Reduction, Broadcom's Reduction Signal More Pronounced
The Q2 13F holdings reports in the US reveal a subtle negative shift in the overall sentiment towards NVIDIA, with D1 Capital, Discovery Capital, and Third Point all liquidating their positions. The d
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Macro
24H Trending
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Bank of America Projects Micron's Earnings to Grow 34% Annually Through Fiscal 2030, Driven by AI Memory Demand
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Switzerland's Ascend Sport Technology is reportedly considering going public through a reverse merger, with a valuation of up to $740 million.
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FINNY AI Launches "Pay-for-Growth" Pricing Model, $50 Monthly Platform Fee Plus Percentage of Client Assets; LPL Financial Adds It to Preferred Vendor List
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Sri Lanka SEC Chairman: Government "Seriously Working" on Listing State Firms via Holding Company on Colombo Bourse
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The Wall Street Journal: LVMH Valuation Now Slightly Below Ralph Lauren, European Luxury Brands May Need to Cut Prices to Win Back Consumers
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ADAO Coin Polysemic Analysis: An Overview of ADADao, AlgoDAO, and Cardano Service-Oriented DAO Projects
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According to Curinos data, the average variable interest rate for U.S. HELOCs fell to 7.16%, a new low for 2026, while the average interest rate for fixed-rate home equity loans was 7.35%, with a difference of 19 basis points between the two.
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Laramide Resources secures uranium exploration licenses in Sweden, capitalizing on recent legislative changes allowing uranium mining
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Bybit Launches PYBOBO Token Splash Event With a 200 Million PYBOBO Prize Pool
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US stock futures waver ahead of retail earnings; Dow slips 0.1%, Nasdaq rises 0.4%, S&P 500 flat
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