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Macro
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Roundhill launches "anti-AI" ETF LOHA, with holdings focused on heavy assets such as engines, trucks, and air conditioners.
In May 2026, Roundhill launched the Roundhill Heavy Assets and Low Obsolescence ETF (LOHA), designed to hedge against the current market's concentrated investment in software and artificial intelligen
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Analysis: Delaying Social Security Until Age 70 Not Always Best, Early Claiming Can Yield More in Specific Scenarios
A recent analysis suggests that while waiting until age 70 can boost monthly Social Security benefits by up to 77%, claiming earlier may be more advantageous for some retirees. For instance, a retiree
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Investigative journalist Bethany McLean: S&P 500 index funds have become a concentrated AI bet, not diversified investments.
Veteran investigative journalist Bethany McLean states that S&P 500 index funds are heavily skewed towards "hyperscale companies," making them a concentrated bet on the AI economy rather than offering
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Anthropic shares details on Claude's new watermarks, adopting Google DeepMind's SynthID-Text approach
The company explained that the watermarking will create patterns in responses, undetectable to readers but detectable with a key, without impacting output quality. While light editing may not complete
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Returning to work can suspend pension payments and trigger Social Security benefit withholding for retirees below full retirement age, with a 2026 earnings limit of $24,480.
Returning to work can suspend pension payments if the job qualifies as "disqualifying employment" under the plan's rules. For retirees below the full retirement age (FRA), earning over $24,480 in 2026
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Replicating the average U.S. couple's $3,120 monthly Social Security benefit requires a private portfolio of roughly $800,000 to $936,000, depending on withdrawal strategy.
The Social Security Administration's average monthly benefit for a retired couple is about $3,120, totaling $37,440 annually. To privately match this income stream, a portfolio of approximately $800,0
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Jim Cramer names 6 AI stocks to watch, citing AI data center trade regaining market leadership
CNBC host Jim Cramer stated that the AI data center trade has regained market leadership, highlighting Nvidia (NVDA), CoreWeave (CRWV), Nebius (NBIS), Intel (INTC), Super Micro Computer (SMCI), and Lu
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Analysis suggests Costco will once again outperform the S&P 500.
Analysis indicates that Costco, with its robust membership-based business model and continuously growing operational performance, is expected to continue outperforming the S&P 500 index in the coming
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Gold's volatile 2026 ride may continue, driven by Fed expectations and central bank buying
Gold has seen significant swings this year, hitting a record high of approximately $5,589 an ounce on January 28 before falling over 18%. The metal recently posted its best week since January, gaining
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Analysis indicates that as the Shiller CAPE ratio approaches dot-com bubble highs, raising concerns about an AI bubble burst, tech stocks like Google, Amazon, and NVIDIA are poised to survive a potential AI market downturn.
Analysis indicates that as the Shiller CAPE ratio approaches dot-com bubble highs, raising concerns about an AI bubble burst, tech stocks like Google, Amazon, and NVIDIA are poised to survive a potent
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Analyst Predicts AMD Stock Split Unlikely Despite 180% Surge, Citing Focus on AI Data Center Chip Transitions
Despite Advanced Micro Devices (AMD) shares surging roughly 180% over the past year to above $480, an analyst suggests a stock split is unlikely in the near term. The analysis indicates that a split w
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IRS: Claiming Social Security benefits after age 65 will automatically trigger retroactive Medicare Part A coverage, and if you continue to contribute to an HSA during the same period, you will face a 6% penalty each year.
IRS: Claiming Social Security benefits after age 65 will automatically trigger retroactive Medicare Part A coverage, and if you continue to contribute to an HSA during the same period, you will face a
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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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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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Donald Trump announced his full support for Florida Senator Ashley Moody and urged voters to cast their ballots for her on August 18.
Donald Trump stated via the Truth Social platform that Ashley Moody has done an outstanding job representing the people of Florida, citing her efforts in economic growth, tax cuts, promoting "Made in
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Donald Trump announced his full endorsement of Representative Jimmy Patronis for re-election.
Donald Trump has announced his full endorsement for Representative Jimmy Patronis' re-election bid, commending his excellent performance in representing Florida's First Congressional District. Donald
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Gold Holds Two-Day Gain as Reduced Fed Rate-Hike Expectations Weigh on Dollar
Gold held a two-day gain as reduced expectations for an interest-rate hike by the Federal Reserve weighed on the US dollar, making bullion cheaper for most buyers.
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CNBC: US-China AI race hinges on capital vs. chips, with US private AI investment 23倍于中国大陆
The US holds a significant capital advantage in AI development, with private sector investment approximately 23 times higher than in mainland China, according to BMI, a unit of Fitch Solutions。However
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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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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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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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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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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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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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