Macro
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Federal Judge Rules Thousands of Lawsuits Against Google for YouTube Addiction and Harm Can Proceed
Google (Alphabet) is facing thousands of lawsuits alleging that its YouTube platform causes addiction and harm to users, especially young users. A federal judge recently ruled that these lawsuits can
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Coca-Cola (KO), a dividend stock long held by Warren Buffett, hit a new all-time high, up 26% year-to-date.
Coca-Cola (KO) stock recently hit an all-time high, with a year-to-date gain of 26%, outperforming the S&P 500's 14% rise over the same period. The company's second-quarter organic revenue grew 6% yea
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AMD reveals $565 million stake in SpaceX, despite Elon Musk's exclusive Nvidia AI chip deal
Advanced Micro Devices (AMD) disclosed a stake of over $565 million in SpaceX, holding approximately 3.3 million shares, as revealed in recent 13F filings following SpaceX's June IPO. This investment
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New Street analyst Pierre Ferragu upgraded Micron to "Buy" with a price target of $1,250.
New Street analyst Pierre Ferragu upgraded Micron (Micron) stock from "Neutral" to "Buy" and significantly raised his price target to $1,250. This new price target represents a 32% upside from Thursda
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Yahoo Finance analysis suggests Broadcom (AVGO) is a better AI investment than Cisco (CSCO) due to higher AI revenue growth and more favorable P/E ratio
The analysis highlights Broadcom's 23x forward P/E ratio against over 200% AI revenue growth, which it deems more reasonable than Cisco's 26x P/E for approximately 15% total growth. Broadcom reported
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AI startup Anthropic reportedly projects $200 billion revenue by 2028 as it plans an October IPO, aiming for a $2 trillion valuation
AI startup Anthropic reportedly projects $200 billion revenue by 2028 as it plans an October IPO, aiming for a $2 trillion valuation
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Japanese companies' short-term corporate debt holdings double in two years to 17-year high amid inflation
Japanese companies' short-term corporate debt holdings double in two years to 17-year high amid inflation
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Russia, the world's second-largest Bitcoin mining power, has enacted a year-round ban on crypto mining in Moscow and surrounding regions until 2032 to mitigate power capacity shortages.
The measure, established under government decree No. 936, also prohibits participation in crypto mining pools. The Russian Energy Ministry stated the restriction is necessary to reduce the risk of pow
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Financial expert Suze Orman warns: AI may force people out of work before age 65, early retirement could mean losing over $12,000 annually.
Financial expert Suze Orman warns: AI may force people into unemployment before age 65, with early retirement potentially costing over $12,000 annually. Orman stated that she has always been concerned
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Elon Musk stated that the artificial intelligence (AI) business is expected to contribute 99% of SpaceX's value within four to five years.
Musk pointed out that SpaceX estimated its AI Total Addressable Market (TAM) at $26.5 trillion in its S-1 filing, representing the vast majority of its identified total opportunity of $28.5 trillion.
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Pentagon tests AI drone swarms under Swarm Forge program; experiments show AI misidentifying civilian vehicles as targets
The autonomous drone-swarm technology allows multiple aircrafts to coordinate and strike targets even when communications or GPS are disrupted. However, experiments in which AI identified civilian veh
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Analyst favors Micron over SpaceX as better buy, citing Micron's 346% growth and lower valuation
An analyst from The Motley Fool compared Micron Technology and Space Exploration Technologies (SpaceX), noting Micron's impressive 346% growth in recent quarters and SpaceX's 92% growth, making them t
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NVIDIA Spectrum-X Ethernet Photonics Platform Enters Full Production, Reduces Network Power by 5x; CoreWeave, Lambda, and Oracle Already Adopting
NVIDIA announced that its Spectrum-X Ethernet photonics platform has entered full production, becoming the first co-packaged optical (CPO) Ethernet switch to ship in volume for 200G/lane. The platform
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Global X Data Center & Digital Infrastructure ETF (DTCR) is up 38% year-to-date, with its top holding Equinix reporting Q2 bookings of $424 million.
The ETF's rise was primarily driven by its main holdings, Equinix and Digital Realty, which together account for 40% of the fund. Equinix CEO Adaire Fox-Martin stated that the company's Q2 2026 guidan
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Analysis: Investors need to put hundreds of thousands of dollars into JPMorgan Chase's monthly dividend ETFs like JEPQ and JEPI to double average Social Security benefits
Analysis indicates that if investors aim to achieve a monthly income equivalent to twice the average U.S. Social Security benefit (approximately $4,142) through monthly dividend ETFs, they would need
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Analysis indicates that TSMC is expected to be the biggest winner in the AI chip boom, with the company's July revenue increasing by 45% year-on-year, and plans to raise AI chip prices by 25% next year.
Yahoo Finance analysis indicates that TSMC (TSM) is performing strongly amidst the AI chip boom and is poised to surpass NVIDIA and AMD as the biggest winner. The company's July revenue increased by 4
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Berkshire Hathaway CEO Greg Abel Authorized $4.2 Billion in Stock Buybacks in Q2, Continuing Warren Buffett's Favorite Strategy
Berkshire Hathaway CEO Greg Abel, who took over from Warren Buffett at the beginning of 2026, authorized $4.2 billion in stock buybacks during the second quarter, following $235 million in Q1. This mo
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Crypto industry raised $11.2 billion in H1 2026, with all funds going to regulated firms, signaling the end of the permissionless era, according to lawyer Irina Heaver.
Crypto industry raised $11.2 billion in H1 2026, with all funds going to regulated firms, signaling the end of the permissionless era, according to lawyer Irina Heaver.
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PNC CIO Agati remains bullish on US stocks, citing strong earnings and fundamentals, despite volatility threats from high Treasury yields and midterm uncertainty
PNC CIO Agati remains bullish on US stocks, citing strong earnings and fundamentals, despite volatility threats from high Treasury yields and midterm uncertainty
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Analysts Predict NVIDIA Stock to Reach $300 by End of 2026 as Company Expects Data Center Capex to Exceed $1 Trillion Next Year
Yahoo Finance analyst Keithen Drury predicts that NVIDIA's stock price could reach $300 by the end of 2026. This forecast is based on NVIDIA's own expectation that hyperscale data center capital expen
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AI Investor Podcast recommends Solaris Energy Infrastructure (SEI), calling it the supplier behind the SpaceX data center boom.
Eric Bleeker of the podcast said he has invested $10,000 in Solaris Energy Infrastructure (NYSE:SEI) to capitalize on SpaceX's spending on data center power construction. Solaris Energy Infrastructure
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Bloomberg Economics Defense Lead Becca Wasser warns US-Iran conflict risks becoming a protracted war
Wasser explains that shifting US objectives and neither side securing a decisive military victory make a lasting resolution difficult. She adds that repeated pauses could allow both sides to adapt and
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OpenAI、谷歌和Meta等科技巨头AI人才流失,转向初创公司寻求新机遇
OpenAI前首席运营官Brad Lightcap本周离职创业;谷歌(Alphabet)的四位重要工程师Jeff Dean、Sanjay Ghemawat、Oriol Vinyals和Quoc Le也已离开,创立了Discovery Loop公司,旨在自动化科学研究。此外,谷歌DeepMind负责人Demis Hassabis也已卸任,由Koray Kavukcuoglu接替。这些人才流失反映了硅
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The U.S. Strategic Petroleum Reserve is approaching levels that could damage its storage caverns due to rapid releases, with inventory falling below 300 million barrels for the first time in 40 years.
According to data from the U.S. Department of Energy, after releasing 172 million barrels to counter supply disruptions caused by the Iran war, the Strategic Petroleum Reserve (SPR) will fall to appro
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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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Russia warns UK that its supply of drones to Ukraine for attacks on targets within Russia is a "deliberate escalation" and will face consequences.
The Russian Embassy in the UK stated that Britain's actions made it "an accomplice and co-perpetrator of bloody crimes and terrorist attacks," adding that London's actions would "inevitably lead to co
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Anthropic and OpenAI are accelerating their deployment in vertical applications, which may tighten API access and cause concern among customers. Some enterprises have already begun training their own models.
According to The Information on August 17, Anthropic and OpenAI, while accelerating their deployment of vertical industry applications, may tighten their API access, which creates direct competition w
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M&G Investments is bullish on South Korean government bonds, believing the market has overestimated the Bank of Korea's interest rate hike expectations.
M&G Investments is bullish on South Korean government bonds, believing the market has overestimated the Bank of Korea's interest rate hike expectations.
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Nikkei Asia: Japan PM Takaichi's food tax cut plan may leave budget relying on inflation
Nikkei Asia comments that Japanese Prime Minister Sanae Takaichi's long-hoped-for consumption tax cut on food, while fulfilling a campaign pledge, is seen by many economists as a poor inflation respon
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Wallstreetcn Analysis: Besides explicit factors, the strengthening dollar is also due to a structural evolution in the global dollar liquidity mechanism, with the private sector replacing official institutions as the core support.
Wallstreetcn.com analysis points out that in addition to explicit factors such as the recovery of the US economy and geopolitical conflicts pushing up inflation, the strengthening of the US dollar is
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Tesla plans to launch its steerless robotaxi, Cybercab, to the public in Austin as early as August.
Tesla has communicated plans to internal employees to launch its Cybercab, designed for Robotaxi service, to the public in Austin, Texas this month, according to sources familiar with the matter. The
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Goldman Sachs trading desk warns: High US stock market and loose financial conditions may lower the political cost of geopolitical conflicts, beware of tail risks
Rich Privorotsky, head of the Goldman Sachs Delta-one trading desk, noted in an August 17 report that when the S&P 500 is at historical highs and financial conditions are extremely loose, the market's
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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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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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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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Bybit Launches PYBOBO Token Splash Event With a 200 Million PYBOBO Prize Pool
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Laramide Resources secures uranium exploration licenses in Sweden, capitalizing on recent legislative changes allowing uranium mining
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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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