Macro
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Fars News Agency: Iran seizes UAE-owned oil tanker in Strait of Hormuz
Fars News Agency: Iran seizes UAE-owned oil tanker in Strait of Hormuz
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Bridgewater Associates, Ray Dalio’s hedge fund, lists NVIDIA as one of its largest AI holdings.
Bridgewater Associates founder Ray Dalio has listed NVIDIA as one of the largest AI-related positions in his firm's disclosed holdings. NVIDIA reported revenue of $81.615 billion in Q1 FY2027, exceedi
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The Motley Fool: Vanguard S&P 500 ETF (VOO) is the top long-term winner if a bear market is coming
The Motley Fool analysis suggests that the Vanguard S&P 500 ETF (VOO) is the best long-term investment strategy for investors preparing for a potential bear market. The analysis highlights VOO's abili
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RBC Capital Markets' Lori Calvasina Sees S&P 500 Upside Despite Fed Policy Uncertainty and Rate Hike Risks
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, believes that concerns over Federal Reserve policy uncertainty, potential rate hikes, and valuation may not be enough to derail the c
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Morgan Stanley report points out that the U.S. housing market is undergoing a structural reset, and affordability is unlikely to return to pre-2022 levels.
Sarah Wolfe, a senior economist and strategist at Morgan Stanley Wealth Management, noted in a June 16 report that even if mortgage rates eventually fall to 5% (their baseline scenario), the proportio
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Man Group Chief Market Strategist Kristina Hooper Says Inflation Will Persistently Stay Above Fed's Target
Man Group Chief Market Strategist Kristina Hooper Says Inflation Will Persistently Stay Above Fed's Target
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The spokesperson for the Iranian Ministry of Foreign Affairs stated that the recent conflicts have convinced countries in the region that the United States is an "unreliable and untrustworthy partner."
The spokesperson for the Iranian Ministry of Foreign Affairs stated that the recent conflicts have convinced countries in the region that the United States is an "unreliable and untrustworthy partner.
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China's annual Beidaihe meeting concludes, with focus on next leadership lineup for 2027 party congress and President Xi Jinping's expected fourth term
The annual conclave of Chinese Communist Party leaders and retired elders likely covered challenges of US relations and a slow economy.
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AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
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Yahoo Finance Analysis: NVIDIA Unlikely to Reach $10 Trillion Market Cap by 2030, But Still a Good Long-Term Investment
An analysis from Yahoo Finance (originally published in The Motley Fool) suggests that while NVIDIA currently has a market capitalization of approximately $5.5 trillion and strong growth, it is unlike
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CX Technology's stock price rose by 12%, reaching a new high, with its market value surpassing 4 trillion yuan to become the "market cap leader" in A-shares.
CXMT closed up 12% today, with its total market capitalization once again exceeding 4 trillion RMB, surpassing Tencent on the Hong Kong stocks to become the "market cap leader" in A-shares. Huacheng S
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Western Digital shares jump 7% after Trump administration signals preference for US-based semiconductor memory suppliers over Chinese firms
Shares of computer hard-drive manufacturer Western Digital (NASDAQ: WDC) rose 7% today. The surge follows comments from Trump Commerce Secretary Howard Lutnick, who told The Wall Street Journal that t
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Analysis indicates that the maximum monthly payment for a 62-year-old claiming Social Security benefits in the U.S. is $2,969.
Analysis indicates that the maximum monthly payment set by the U.S. Social Security Administration for 62-year-old recipients this year is $2,969. In comparison, recipients at full retirement age (67)
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Citadel Securities says spiking yields reflect Fed policy risk, as the Fed's reluctance to tighten keeps long-term bond yields at multiyear highs
Citadel Securities says spiking yields reflect Fed policy risk, as the Fed's reluctance to tighten keeps long-term bond yields at multiyear highs
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Optics Stocks Rally: AXT Surges 13.71% Intraday, Coherent Up 8.12%, Lumentum Up 6.79% on Record Indium Phosphide Price Hikes
Optics stocks rallied on Monday, driven by a United Daily News report detailing severe undersupply in indium phosphide (InP) substrates and epitaxial wafers. Q4 InP substrate prices are expected to in
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Venezuela's oil revival accelerates as Chevron expects production to rise 50% to 420,000 bpd by end-2028, with other majors also expanding
U.S. major Chevron has increased its oil production in Venezuela from 40,000 barrels per day (bpd) to 250,000 bpd over the past few years, with output from its three joint ventures rising 12% year-on-
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Super Micro Computer Shares Fall 4%, Dell Drops 3% After Netlist Files ITC Complaint Over DDR5 Patents
Super Micro Computer shares fell 4% and Dell Technologies dropped 3% after Netlist filed a complaint with the International Trade Commission (ITC) over alleged DDR5 patent infringement. The complaint
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iShares Core MSCI Europe ETF (IEUR) surges 23% in past year, with Stoxx 600 Q2 earnings up 17%
The iShares Core MSCI Europe ETF (IEUR) has delivered a 23% total return in the past year and 12% year-to-date as of July 31. This performance is supported by European companies in the Stoxx 600 index
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Unusual Machines (UMAC) stock is down 7.8% today, after soaring on Friday due to Donald Trump's drone tariff news, with analysts raising their price target to $35.
Shares of drone company Unusual Machines (UMAC) fell 7.8% at 10:38 a.m. ET, after an earlier drop of 10.3%. This follows Friday's surge to a 52-week high of $34.93, driven by former U.S. President Don
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Tiger Global Swaps Big Tech for AMD, Selling Nvidia, Microsoft and Alphabet Shares
Chase Coleman's Tiger Global has adjusted its portfolio, divesting shares in Nvidia, Microsoft, and Alphabet to acquire AMD stock. The move reflects a belief that AMD offers a better risk/reward profi
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Almonty Industries Announces Share Buyback to Address “Disconnect” Between Share Price and Tungsten Asset Value
Almonty Industries (ALM) announced a share buyback on Monday, aiming to address the "disconnect" between its share price and the value of its tungsten assets. The company believes its tungsten assets
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Casas Bahia Files for Bankruptcy Due to High Rates and Tight Credit
Brazilian retailer Grupo Casas Bahia SA filed for bankruptcy protection in Sao Paulo after an out-of-court debt restructuring with its main creditors proved insufficient to resolve its financial troub
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Corning CEO: Tariff Immunity Due to 90% U.S. Revenue Base, 1% China-Sourced Sales
Corning CEO Wendell Weeks stated that the company's tariff immunity is due to 90% of its U.S. revenue being generated by U.S.-origin products, with only 1% of U.S. sales sourced from Chinese factories
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Liz Ann Sonders concerned by studies showing younger investors equate gambling with investing
Charles Schwab首席投资策略师Liz Ann Sonders表示,有研究显示年轻投资者认为赌博是创造财富的合理途径,且与投资没有太大区别,这让她“深感担忧”。
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Japanese Listed Companies Raise Full-Year Net Profit Forecast by 14% Through March 2027, Driven by AI and Chip Demand
Japanese Listed Companies Raise Full-Year Net Profit Forecast by 14% Through March 2027, Driven by AI and Chip Demand
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The 30-year U.S. Treasury yield rose above 5.31% on Monday, reaching its highest level since June 2007.
Previously, the U.S. Treasury completed an auction of $25 billion in 30-year bonds at a yield of 5.216%, the highest rate for a similar auction since 2001. Deep-seated market concerns about expanding
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President Trump's approval rating falls to 33%, the lowest of his presidency, according to a Reuters/Ipsos poll
President Trump's approval rating falls to 33%, the lowest of his presidency, according to a Reuters/Ipsos poll. Approximately 64% disapprove of his performance. The poll also indicates that the Iran
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Former US National Security Advisor Michael Allen: Iran believes it has gained "new leverage" in the Middle East after the US and Israeli attacks.
Former US National Security Advisor Michael Allen stated that Iran believes it has "new leverage" in the Middle East following attacks by the United States and Israel, leverage it did not possess befo
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Bloomberg: U.S. Treasuries continue to sell off, derivative arbitrage opportunities emerge
Bloomberg News reported that the ongoing sell-off in the $31 trillion U.S. government bond market is creating opportunities for arbitrage trades that exploit pricing differences between derivatives an
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Paramount seeks $1.88 billion bond from state AGs to cover costs of Warner Bros. Discovery merger delay
Paramount is requesting the bond from states that filed a lawsuit in July to challenge its proposed $110 billion merger with Warner Bros. Discovery (WBD). The company had agreed last month to delay th
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Trump says the U.S. is not seeking an extension of the Iran MOU
Trump says the U.S. is not seeking an extension of the Iran MOU
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Trump says Iran is in big trouble
Trump says Iran is in big trouble
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Trump: We control the Strait of Hormuz
Trump: We control the Strait of Hormuz
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Trump says UK Prime Minister has immigration and energy problems
Trump says UK Prime Minister has immigration and energy problems
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Trump says Iran will not make the deal he deems necessary.
Trump says Iran will not make the deal he deems necessary.
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Japan's immigrant residents only contribute about half of what they should to the national pension program, according to official data.
The lagging participation is attributed to a lack of awareness and language barriers.
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SpaceX shares jumped early Monday, testing resistance at their $150 offer price.
SpaceX stock jumped early Monday, testing resistance at its $150 offer price, after the company completed two Falcon 9 rocket launches over the weekend. Latest filings show Google, NVIDIA and Peter Th
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An economist at the SF Fed estimates the medium-run neutral rate to be around 1.5%, suggesting current monetary policy is accommodative if underlying inflation is at least 2.5%.
An economist at the SF Fed estimates the medium-run neutral rate to be around 1.5%, suggesting current monetary policy is accommodative if underlying inflation is at least 2.5%.
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SpaceX surged 6% on Monday, as Goldman Sachs predicted the space economy would reach $1.8 trillion, and NVIDIA disclosed a $21 billion stake in SpaceX.
SpaceX shares rose about 5.9% on Monday, reaching $148.21. This increase was driven by multiple positive factors, including a report from Goldman Sachs Global Investment Research predicting that the g
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Wolfspeed (WOLF) rose 5.74% to $33.61, STMicroelectronics (STM) rose 4.17% to $56.56, and ON Semiconductor (ON) rose 2.96% to $85.11, after Mizuho reported that NVIDIA's Vera Rubin platform would accelerate its rollout.
Mizuho noted in a report released on Sunday that the NVIDIA VR200 NVL72 platform is expected to see strong growth in 2027, with accelerated rollout led by xAI and Meta starting in Q4 2026. ON Semicond
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OpenAI CFO: Enterprise revenue now exceeds consumer revenue, annual run rate hits $40 billion with 20% MoM growth in July
OpenAI Chief Financial Officer Sarah Friar told investors on Friday, August 14, 2026, that the company's enterprise business now generates more revenue than its consumer business. This marks a signifi
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Nebius forecasts 2026 revenue to roughly quadruple year-over-year to $3 billion-$3.4 billion, but analysts debate if this justifies its valuation
The AI cloud company reported Q1 2026 revenue of $399 million, up 684% year-over-year, and Q2 total revenue of $582.3 million. Nebius has signed multi-billion dollar AI cloud contracts and plans capit
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Reddit (RDDT) will join the S&P 500 index on Tuesday, August 18. Its stock price has surged 424% since its IPO in 2024, and Wall Street generally recommends buying.
Reddit (RDDT) will join the S&P 500 index on Tuesday, August 18. Its stock price has surged 424% since its IPO in 2024, and Wall Street generally recommends buying.
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CFTC seeks public input on AI compute futures contracts; CME eyes October launch
The U.S. Commodity Futures Trading Commission's regulatory review could shape an emerging market that allows companies and investors to trade and hedge the cost of increasingly scarce AI computing pow
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Pentagon Reportedly Believes No Military Plan Can Guarantee Safe Shipping in Strait of Hormuz, Assessment Frustrates Donald Trump; Iran's Revolutionary Guard Says It's Ready for Any Threat
Pentagon Reportedly Believes No Military Plan Can Guarantee Safe Shipping in Strait of Hormuz, Assessment Frustrates Donald Trump; Iran's Revolutionary Guard Says It's Ready for Any Threat
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“恐慌指数”VIX跌至年内低点,显示投资者乐观情绪
芝加哥期权交易所(Cboe)市场波动率指数(VIX),又称“恐慌指数”,周五跌至年内最低水平。这表明尽管市场对加息和伊朗冲突路径不明朗存在担忧,投资者仍表现出显著的乐观情绪。一些策略师认为,这是市场自满的不安迹象,但目前仍有理由保持看涨。
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Israel's Likud party, led by Benjamin Netanyahu, held primaries on Monday to determine its candidate list for the next general election.
Israel's ruling Likud party held its internal primary on Monday, aiming to select the party's list of candidates for the upcoming national election. This primary is crucial for Prime Minister Netanyah
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Fortinet Q2 Product Revenue up 52%, Unified SASE up 35%, OT Security Billings up 55%, AI and OT Security Demand Drives Hardware and SASE Business Surge
Fortinet (NASDAQ:FTNT) CFO Christiane Ohlgart said the company's Q2 results benefited from broad global demand, accelerated hardware sales, and increased adoption of secure networking and unified secu
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Macro
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Thai Baht Rally May Fade as Central Bank Likely to Maintain Dovish Stance, Analysts Say
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WuXi AppTec's stock price surged 100% to an all-time high, as investors bet on its continued core position in the global drug supply chain.
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JST (JUST) price rises to $0.10868, refreshing its 365-day high.
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PwC: Hong Kong tax reforms for treasury centres will attract multinationals and mainland firms
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