Macro
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Analysts: Israeli October election to focus on domestic issues, not Palestine
Analysts point out that despite the conflict and war facing Israel, the general election scheduled for October 27 will primarily focus on domestic issues. Core concerns for voters include opposition t
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Deutsche Bank: Gold in "Explosive" Upswing Phase, Year-End Target Range $4700-5100/oz
Deutsche Bank commodity strategist Michael Hsueh noted in his latest research report published on August 14 that gold's fifth "explosive" upward phase, which began in 2024, is still ongoing, with cent
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Russian strikes kill Ukrainian woman, NATO jet downs drone over Romania, and Ukraine launches drone attack on Moscow
Russian missile and drone attacks on Ukraine killed one woman and wounded seven others in Kryvyi Rig and Kyiv. Separately, a Spanish F-18 fighter jet on a NATO air policing mission shot down a drone t
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World’s largest carmakers seek to avert motor oil crisis due to Group III base oil shortage, turning to new blends
World’s largest carmakers seek to avert motor oil crisis due to Group III base oil shortage, turning to new blends
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JPMorgan Chase: Global Food Crisis May Erupt Next Year, Food Inflation Expected to Persist Until H1 2027 and Reach 5%
JPMorgan Chase published its latest research report, "Food Security Is National Security: A Compound Storm," on August 15, stating that the "five factors" of war, weather, storage, water resources, an
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China's Guangdong province welcomes nearly 40 Tsinghua University computer science students in a push to attract and retain AI talent
The move by the southern manufacturing powerhouse aims to bridge a widening gap in China’s artificial intelligence race, especially after the province failed to retain Moonshot AI founder Yang Zhilin
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Singapore hopes its easy access to the latest AI models, thanks to close ties with both the US and China, will prevent finance high-flyers from moving to Hong Kong.
Singapore hopes its easy access to the latest AI models, thanks to close ties with both the US and China, will prevent finance high-flyers from moving to Hong Kong.
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Iran's Foreign Ministry: An agreement has been reached with Oman on a navigation plan for the Strait of Hormuz, but the foreign minister stated this does not mean the strait has reopened.
Iranian Foreign Ministry spokesman Baghaei announced on August 15 that despite US obstruction, Iran has reached an agreement with Oman on a navigation plan for the Strait of Hormuz waterway. However,
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China's July industrial added value, retail sales, and fixed asset investment data will be released at 10:00 AM BJT on August 17.
China's industrial value-added, total retail sales of consumer goods, and fixed asset investment data for July will be released simultaneously at 10:00 AM Beijing time on August 17. These data, along
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Analysis: Charles Schwab SCHD ETF, with its 0.06% expense ratio and 3.1% dividend yield, focuses on defense, while Fidelity FDVV ETF emphasizes technology stocks but has a higher expense ratio.
Analysis indicates that the Schwab SCHD ETF, with a lower management fee of 0.06% and a dividend yield of 3.1%, employs a defensive strategy and has performed well over the past year. In contrast, the
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Tesla ends 1021-day labor dispute in Sweden by buying out all striking workers
Swedish trade union IF Metall announced that it will officially call off the strike against Tesla on August 19. The strike began on October 27, 2023, lasting 1021 days. Tesla avoided signing a collect
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Uber CEO Dara Khosrowshahi says autonomous vehicles could be active in 15 cities by end of 2026, plans to deploy $10 billion to partners
Uber CEO Dara Khosrowshahi said autonomous vehicles could be active in 15 cities by the end of 2026, more than double the current seven cities. He also told shareholders that Uber plans to deploy appr
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Analysis: Tema Space Innovators ETF (NASA) lost its defining edge after SpaceX went public in June 2026, with the fund down 29% since then, as investors can now buy SpaceX stock directly.
The Tema Space Innovators ETF (NYSE:NASA), launched in March 2026, initially offered unique direct exposure to SpaceX via a special-purpose vehicle before its IPO. However, with SpaceX going public in
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US Social Security recipients retiring abroad may not receive benefits in 9 countries, including Cuba and North Korea
The Social Security Administration generally sends benefits to recipients in most countries, but exceptions apply to Azerbaijan, Belarus, Cuba, Kazakhstan, Kyrgyzstan, North Korea, Tajikistan, Turkmen
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David Tepper's Appaloosa cut Micron (MU) stake by 41% in Q2, yet remaining position value doubled to $1.1 billion due to stock surge
Despite selling 690,000 shares of Micron Technology (MU) in Q2, reducing its stake by 41%, the value of Appaloosa's remaining position surged from $562.5 million to $1.1 billion by June 30. This was d
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Analysis: iShares ITOT and Schwab SCHB ETFs are nearly identical, offering broad U.S. market exposure with 0.03% expense ratios and 1% yields.
A recent analysis highlights that the iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Schwab U.S. Broad Market ETF (SCHB) are highly similar, both providing comprehensive exposure to the domes
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IRS Clarifies Rodeo Winnings' Tax Status for Social Security Recipients, Potentially Affecting Benefits
The IRS determines if rodeo winnings are hobby or business income based on factors like profit motive and record-keeping. For Social Security recipients under full retirement age, if rodeo activity is
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Elon Musk转发用户cb_doge推文,后者称Grok Build模式“非常有趣”,仅用几分钟和简单提示就在Grok iOS应用中为侄子制作了游戏
Elon Musk转发用户cb_doge推文,后者称Grok Build模式“非常有趣”,仅用几分钟和简单提示就在Grok iOS应用中为侄子制作了游戏
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Qatar denies Iran's claim of capturing three Iranian pilots after downing two fighter jets on March 2, 2026, during a military operation at the start of the US-Iran war.
Iran's Brig Gen Mohammad Bagherzadeh stated in a letter to the International Committee of the Red Cross (ICRC) that three pilots—Javad Salehi, Abdul Majid Dashtian, and Imran Behroshian—have been held
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Analysis indicates that the NEOS Nasdaq-100 High Income ETF (QQQI), Virtus InfraCap U.S. Preferred Stock ETF (PFFA), and JPMorgan Chase Equity Premium Income ETF (JEPI) have dividend yields of 16%, 10%, and 7-8% respectively, offering higher returns than most rental properties.
Analysis indicates that the NEOS Nasdaq-100 High Income ETF (QQQI), Virtus InfraCap U.S. Preferred Stock ETF (PFFA), and JPMorgan Chase Equity Premium Income ETF (JEPI) offer yields of 16%, 10%, and 7
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Donald Trump Posts AI-Generated Image Hinting at Potential 2028 Presidential Run
Donald Trump on Saturday posted an allegedly AI-generated image of himself wearing a hat that reads “Trump 2028” with the message “We are going to win.” — another public hint that he may seek another
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Analysis: Schwab U.S. Dividend Equity ETF (SCHD) Last Year's Price Return of 31% Outperformed High-Yield Covered Call ETFs
Analysis indicates that despite the Schwab U.S. Dividend Equity ETF (SCHD)'s dividend yield of approximately 3% being lower than the approximately 11% of the NEOS S&P 500 High Income ETF (SPYI) and th
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Defiance Large Cap ex-Mag 7 ETF (XMAG) has returned 15.95% year-to-date, outperforming the S&P 500's 13.39% and the Roundhill Magnificent Seven ETF (MAGS) which gained 4.82%
The outperformance of XMAG comes as the "Magnificent Seven" stocks, particularly Tesla with a 26.94% decline and Microsoft with only a 3.85% gain, have stalled. MAGS, designed to provide equal-weighte
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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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Bitcoin Surges 7.7%, Its Largest Gain Since March, Driven by Regulatory Optimism Ahead of White House Meeting
Bitcoin broke out of a months-long trading range, with industry officials gathering at the White House sparking optimism on the regulatory front.
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Israel admits firing on car carrying Hind Rajab, a symbol of Gaza's suffering, and announces a criminal investigation into her death
The Israeli military stated on Wednesday that troops "fired at a vehicle that was approaching them," marking the first time Israel has admitted shooting at the car in which five-year-old Hind Rajab wa
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Elon Musk转发cb_doge推文称,Vodacom Lesotho正式推出由Starlink提供支持的新型企业连接解决方案
该服务通过结合Starlink与地面网络,提供主用、备用和“不间断互联网”,旨在确保企业即使在最偏远地区也能保持连接。
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Bitcoin is recommended for portfolio diversification, with BlackRock's 2024 paper highlighting its low correlation to major asset classes.
The analysis suggests that Bitcoin, which accounts for 60% of the crypto market, can serve as a hedge during macroeconomic and geopolitical crises due to its historical uncorrelation with other assets
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Private credit market faces growing risk as non-accrual debt rises to 1.9% in Q1 and 3.95% for top 10 BDCs in Q2
The private credit market is entering a more challenging phase, with non-accrual debt and other signs of borrower distress increasing. According to LCD data, reported non-accrual debt for US-based Bus
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Bank of America lowers Intel price target to $145 from $160, citing dilution from recent $20 billion stock sale and lower AI-compute valuation multiples, while maintaining Buy rating.
Bank of America analyst Vivek Arya maintained a Buy rating on Intel but lowered his price target to $145 from $160. This adjustment accounts for the estimated 4% to 5% earnings-per-share dilution resu
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Analysts pointed out that Oracle's remaining performance obligations for Q4 fiscal year reached $638 billion, and gave a target price of $213.38, representing a 45.5% upside potential from the current stock price.
Oracle achieved an EPS of $2.11 and revenue of $19.18 billion in the fourth quarter of fiscal year 2026, with cloud infrastructure revenue growing 93% to $5.79 billion. Management signed $67 billion i
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Fidelity Digital Assets says AI could supercharge crypto, but much of the value may bypass blockchains and their tokens.
Fidelity Digital Assets says AI could supercharge crypto, but much of the value may bypass blockchains and their tokens.
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Jefferies Credit Partners seeks to raise about 1 billion euros ($1.16 billion) for a private credit secondary market fund
Jefferies Credit Partners is seeking to raise approximately 1 billion euros ($1.16 billion) from investors in the private credit secondary market.
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Aramark's Q3 revenue grew 9% to $5 billion, with strong momentum in AI data center business.
Aramark (NYSE: ARMK), a food service and facilities management company, announced its third-quarter results, with organic revenue increasing by 9% year-over-year to $5 billion and adjusted earnings pe
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Markets Pulse Survey: Two-Thirds of Respondents Predict US 10-Year Treasury Yield Will Top 5% This Year
A recent Markets Pulse survey found that two-thirds of 392 respondents expect the US 10-year Treasury yield to exceed 5% before year-end, a level barely seen since 2007. Of these, 38% anticipate the b
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HSBC and Standard Chartered Execute First Live Banking Transaction on Swift’s 24/7 Ledger
The cross-border transaction is Swift’s first in a pilot project, aiming to test settlement and maintain its relevance as stablecoins and tokenized deposits become widely used worldwide.
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英伟达(Nvidia)正作为“中间人”撮合GPU客户与北欧数据中心运营商,以利用该地区廉价电力和土地资源,推动AI基础设施建设
据CNBC援引消息人士报道,英伟达正在积极帮助其图形处理器(GPU)客户寻找并连接北欧地区有能力部署这些芯片的数据中心运营商。此举旨在利用北欧地区丰富的电力和土地资源,以应对AI基础设施建设的快速增长。英伟达首席财务官Colette Kress此前在6月曾表示,公司确实参与了“撮合”工作,帮助客户获取土地、电力和外壳,并尽快部署计算能力。挪威电网运营商Statnett的数据显示,目前有2.3吉瓦的
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Bernstein analyst highlights Quanta Services (PWR) as a promising "AI power stock"
Bernstein analyst Chad Dillard identified Quanta Services (PWR) as a key beneficiary of AI-driven power demand, calling it an "800-pound gorilla" in high-voltage transmission lines and data center vol
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Tech sell-off resumes, counterbalancing bond yield relief; Moderna surges 124% on melanoma vaccine trial results
Tech stocks, particularly semiconductors like Intel, AMD, and Broadcom, faced renewed selling pressure in early trading. This occurred despite falling bond yields, which buoyed the Dow and S&P 500 aft
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Eagle Capital Management: Intuit (INTU)'s QuickBooks retains competitive advantage amidst AI disruption, projecting high-teens EPS growth.
Eagle Capital Management, in its Q2 2026 letter to investors, stated that despite AI-driven disruption facing the software industry, Intuit Inc.'s (NASDAQ:INTU) QuickBooks, as the leader in bookkeepin
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Intel CEO Lip-Bu Tan purchased approximately $10 million worth of company stock at $95 per share in early August.
Intel CEO Lip-Bu Tan purchased 105,263 shares of the company's stock at $95 per share in early August, totaling approximately $10 million. This move was interpreted by the market as a sign of executiv
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US accounting firm Aprio launches Aprio Ventures to invest in early-stage AI technology companies
US-based accounting and advisory practice Aprio has launched Aprio Ventures, a new investment program designed to identify and support technologies that strengthen the company's services and improve c
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Kazakhstan’s Sovereign Wealth Fund to Ramp Up International Bond Sales
Kazakhstan’s sovereign wealth fund is sounding out investors as it prepares to step up international bond sales, according to people familiar with the matter.
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15 S&P 500 stocks have surged 100% or more this year, with Yahoo Finance分析指出AI热潮是主要驱动因素
Yahoo Finance分析指出,标普500指数中有15家公司今年股价上涨100%或更多,主要归因于AI热潮。其中,Sandisk (SNDK) 以近600%的涨幅领跑,而英伟达(Nvidia)等AI芯片巨头并未上榜。榜单还包括戴尔(Dell)、英特尔(Intel)和惠普企业(Hewlett Packard Enterprise)等向AI基础设施建设转型的老牌科技公司,以及因AI数据中心燃料需求
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Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras Systems, and Micron Technology in Q2, viewing semiconductor volatility as a buying opportunity.
Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras Systems, and Micron Technology in Q2, viewing semiconductor volatility as a buying opportunity.
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RBI Policymakers Opted to Wait for More Clarity on Inflation Before Changing Interest Rates, Though One Member Saw a Case for a Hike Later This Year, Minutes Showed
RBI Policymakers Opted to Wait for More Clarity on Inflation Before Changing Interest Rates, Though One Member Saw a Case for a Hike Later This Year, Minutes Showed
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SpaceX stock is under scrutiny as a Chinese company successfully landed a rocket booster for the first time, and 319 million shares are set to unlock on Thursday.
SpaceX's stock price came under scrutiny on Wednesday after Chinese company LandSpace successfully landed its Zhuque-3 rocket booster on land for the first time, narrowing the gap with SpaceX in reusa
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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
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Macro
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