Macro
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Prediction markets show Anthropic is poised to surpass Elon Musk's SpaceX as the largest IPO in 2026.
According to Polymarket data, prediction markets show that AI company Anthropic is rapidly closing the gap with SpaceX, with the potential to become the largest initial public offering (IPO) of 2026 a
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SoftBank Group disclosed its U.S. equity portfolio as of June 30, 2026, with Intel stock representing nearly 67% of the total, valued at over $12.14 billion.
SoftBank Group disclosed its U.S. equity portfolio as of June 30, 2026, with Intel stock representing nearly 67% of the total, valued at over $12.14 billion. This position, totaling 86,956,522 shares,
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US July Housing Starts Fall 12.4% to 1.239 Million Units, Below Consensus of 1.350 Million
US July Housing Starts Fall 12.4% to 1.239 Million Units, Below Consensus of 1.350 Million
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The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum
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Chip designer Velaura AI valued at over $1 billion after raising $110 million in Series A funding
The funding round was led by Seligman Ventures, with participation from Capricorn Investment Group, 三星 Catalyst Fund, StepStone Group, and Maverick Silicon. Velaura AI develops low-power chips and sof
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East Africa's Biggest Bourse Plans ETF Push to Tap Investor Demand
Nairobi Securities Exchange Chief Executive Officer Frank Mwiti stated that East Africa's biggest bourse plans to offer a variety of exchange-traded funds to meet demand from investors.
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U.S. diesel crack spreads have broken above $100 for the first time, reaching a record high of $102.2, while inventories have fallen to their lowest level since 1996.
The spread between NYMEX near-month US diesel futures and WTI crude oil futures hit a record high of $102.2 per barrel this Monday, marking new records in five of the past six trading days. Meanwhile,
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Xiaomi CFO says company 'in no rush' to monetize AI investments despite Q2 net profit decline
Chinese technology giant Xiaomi's Vice-President and CFO Alain Lam stated the company is "in no rush" to convert its large investments in artificial intelligence into profit, even after recording anot
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Visa Seeks New Stablecoin Settlement Partner as Mastercard Acquires BVNK, Requiring Multi-Regional Licensing and OUSD Settlement Capability
Visa is looking for a new stablecoin settlement partner to replace BVNK, which was acquired by Mastercard. According to documents seen by CoinDesk, Visa's Request for Proposal (RFP) emphasizes that th
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Upstart CEO Paul Gu outlines AI lending growth strategy, with personal loan originations increasing 23% quarter-over-quarter in Q2, aiming for profitability from home and auto lending businesses by year-end.
Upstart CEO Paul Gu outlines AI lending growth strategy, with personal loan originations increasing 23% quarter-over-quarter in Q2, aiming for profitability from home and auto lending businesses by ye
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Pitchbook Says Private-Credit Default Rates Could Be Downplaying Risk
Pitchbook Says Private-Credit Default Rates Could Be Downplaying Risk
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Google acquires bankrupt Spirit Airlines data for $10 million to train AI models
A Google spokesperson stated that the acquired data, which includes approximately 100 million emails and 500 million Microsoft Teams chat records, will be scrubbed of all personally identifiable infor
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Wall Street is factoring AI election backlash into stock market views as it becomes a sensitive issue
Wall Street is factoring AI election backlash into stock market views as it becomes a sensitive issue
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Realty Income (O) is highlighted as a standout income stock, boasting 673 consecutive monthly dividends and a yield above 5%
The real estate investment trust (REIT) has also raised its dividend for 115 consecutive quarters. Its current monthly dividend is $0.271 per share, or $3.252 annually, with the stock trading around $
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Analysis indicates that Verizon (VZ) has a dividend yield of approximately 6% and has grown its dividend for 20 consecutive years, but investors should focus on its growth prospects and high debt.
Analysis suggests that Verizon's dividend remains attractive to investors seeking high income. The company saw a 16% year-over-year increase in free cash flow in the first half of 2026, with a 24.4% i
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JPMorgan CEO Jamie Dimon warns UK Chancellor John Healey that tougher bank taxes could harm jobs and investment
Dimon reportedly told Healey that heavier taxation could push employment to other locations, citing a fall in finance jobs in New York partly linked to the city's tax burden. He indicated that a windf
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US Social Security Sets 2026 Earnings Limit at $24,480 for Under-FRA Recipients, Withholding $1 for Every $2 Above Threshold
US Social Security recipients who are under full retirement age (FRA) will face an earnings limit of $24,480 in 2026. For every $2 earned above this threshold, $1 in benefits will be withheld. For tho
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Klarna Reports Second-Quarter Profit for Second Straight Quarter, Diversifying Beyond Buy-Now-Pay-Later Roots
Klarna Reports Second-Quarter Profit for Second Straight Quarter, Diversifying Beyond Buy-Now-Pay-Later Roots
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Analyst Patrick Sanders believes Google is a better AI advertising stock than Meta over the next five years.
An analysis article published in Yahoo Finance points out that although Google and Meta Platforms have both heavily invested in AI technology in their advertising businesses, analyst Patrick Sanders i
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OpenAI limits teens to dedicated ChatGPT version, promising more safeguards
The AI start-up overhauled its chatbot for young people following high-profile lawsuits.
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Pimco’s Stracke Says Wealth Managers Are Shying Away From Private Credit
Pimco's Stracke says wealth managers are shying away from private credit and stepping up their search for alternatives, as wealth managers continue to be affected by several major direct lending funds
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Bank of America's August survey shows investor bullishness near extreme levels, with 56% of fund managers overweight equities—the highest since November 2021, and cash allocations at 3.5%.
Bank of America's August survey shows investor bullishness near extreme levels, with 56% of fund managers overweight equities—the highest since November 2021, and cash allocations at 3.5%. The survey
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Financial Times reports AI phobia is becoming a new consensus in America, with Trump perceived as uncharacteristically unresponsive to voter fears over the technology.
Financial Times reports AI phobia is becoming a new consensus in America, with Trump perceived as uncharacteristically unresponsive to voter fears over the technology.
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Bank of America's August fund manager survey finds AI bubble is the biggest tail risk for markets (32% of investors), followed by a disorderly surge in bond yields (27%).
Bank of America's August fund manager survey finds AI bubble is the biggest tail risk for markets (32% of investors), followed by a disorderly surge in bond yields (27%).
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US Ambassador to Israel Mike Huckabee calls Israeli settler violence 'terror'
US Ambassador to Israel Mike Huckabee stated that Israeli settler violence in the occupied West Bank meets the definition of 'terror'. His comments represent a rare rebuke and follow a days-long siege
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The UAE announces the suspension of all trade, commercial, and financial transactions with Iran.
The UAE Ministry of Foreign Affairs announced in the early hours of August 19 that, in light of the continuous escalation of regional tensions, it has decided to suspend all trade, commercial, and fin
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The U.S. 30-year government bond yield touched 5.34% during trading on Tuesday, reaching a new high since 2007.
U.S. long-term government bond yields remained high, with the 30-year government bond yield briefly touching 5.34% during Tuesday's trading, its highest level since 2007; the 10-year yield rose to 4.7
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Japan chip materials startup Gaianixx, a University of Tokyo spinout, is expanding production and aims to begin trial mass production by year-end to meet growing AI demand.
Japan chip materials startup Gaianixx, a University of Tokyo spinout, is expanding production and aims to begin trial mass production by year-end to meet growing AI demand.
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South Korea's chip stocks led an Asian selloff early Wednesday, as rising bond yields exacerbated worries over large cash outlays by Big Tech.
South Korea's chip stocks led an Asian selloff early Wednesday, as rising bond yields exacerbated worries over large cash outlays by Big Tech.
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Donald Trump Takes Hard Line on Strait of Hormuz Tensions
US President Donald Trump has taken a tough stance on the Strait of Hormuz tensions, characterizing the current situation as the "new normal" and insisting that there have been no negotiations with Ir
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Japanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment
Japanese Stocks Slide as Bond Market Anxiety Hits AI Sentiment
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OpenAI's Q2 revenue was $6.7 billion, an 18% increase quarter-over-quarter, with operating losses expanding; competitor Anthropic's revenue exceeded $11.5 billion, a quarter-over-quarter increase of over 140%, and achieved profitability, surpassing OpenAI for the first time.
OpenAI's second-quarter revenue was $6.7 billion, an 18% increase from the first quarter, while its operating loss further widened, the Wall Street Journal reported on Wednesday, citing sources famili
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Cerebras unveils its new CS-4 AI accelerator chip, claiming up to 30 times faster inference speeds than traditional GPUs for AI agents.
Cerebras unveils its new CS-4 AI accelerator chip, claiming up to 30 times faster inference speeds than traditional GPUs for AI agents.
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Analysis indicates that the weakening of the U.S. nuclear umbrella is prompting allies to consider building their own nuclear defenses, exacerbating the risk of nuclear proliferation.
Analysts point out that global allies' confidence in the US nuclear umbrella is rapidly eroding, as US President Donald Trump's latest "2026 National Defense Strategy" no longer explicitly mentions ex
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China’s Flatter Bond Curve Shows Deeper Policy Divide With Peers
The relentless drop in China’s long-end yields is driving an aggressive curve flattening, laying bare a stark macro rift with global markets where long-dated rates have hit multi-year peaks.
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Analysts See Hong Kong Exchanges' Non-Equity Push as Key for Stock Boost
Analysts believe that the expansion of Hong Kong Exchanges & Clearing Ltd.'s (HKEX) non-equity business is crucial for boosting its stock, as record trading volumes and new listings have provided litt
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Anthropic plans to grant CEO Amodei and co-founders super-voting shares to ensure their control over the company after its IPO.
According to The Information, citing people familiar with the matter, the move is aimed at fending off external shareholder pressure, as CEO Dario Amodei himself only holds about 2% of the company's e
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Oil rises for fourth consecutive day as US-Iran conflict shows no progress toward resolution after almost six months.
Oil rises for fourth consecutive day as US-Iran conflict shows no progress toward resolution after almost six months.
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David Hall, Managing Partner at Revolution, discusses investments in the defense sector, supporting Hermeus in developing hypersonic military jets.
David Hall, Managing Partner at Revolution, discusses investments in the defense sector, supporting Hermeus in developing hypersonic military jets.
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Donald Trump nominated Richard Bennett to serve as a United States District Judge for the Southern District of Texas
Donald Trump stated that Richard Bennett previously served as a county prosecutor, an Assistant U.S. Attorney, an Assistant Chief Counsel for ICE, and is currently a U.S. Magistrate Judge for the Sout
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Trump nominates Courtney Coker, a federal prosecutor for nearly 20 years, to serve as Judge on the U.S. District Court for the Northern District of Texas
Trump nominates Courtney Coker, a federal prosecutor for nearly 20 years, to serve as Judge on the U.S. District Court for the Northern District of Texas
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Elon Musk转发Eva Fox推文称,SpaceX回收团队成功引导星舰靠近圣诞岛,工程师将进行分析并尝试运回星际基地,这是星舰可重复使用性的重要一步。
Elon Musk转发Eva Fox推文称,SpaceX回收团队成功引导星舰靠近圣诞岛,工程师将进行分析并尝试运回星际基地,这是星舰可重复使用性的重要一步。
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Ukraine’s ousted defence minister Mykhailo Fedorov calls for wartime election, posing a major challenge to President Volodymyr Zelenskyy
Ukraine’s ousted defence minister Mykhailo Fedorov calls for wartime election, posing a major challenge to President Volodymyr Zelenskyy
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The Wall Street Journal commented that global bond market interest rates have risen back to pre-2008 financial crisis levels, with the 30-year U.S. Treasury yield hitting 5.339%, a new high since 2007, but argued that this should not cause financial panic.
Commentary noted that the 30-year U.S. government bond yield touched 5.339% on Tuesday, the highest since 2007; the 10-year U.S. government bond yield was about 4.7%, close to its highest level since
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Donald Trump Nominates Kyle Reardon to Serve as District Judge for the District of Alaska
Donald Trump announced his nomination of Kyle Reardon to serve as a United States District Judge for the District of Alaska. Reardon currently serves as a Magistrate Judge for the federal court in Ala
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Solana Policy Institute CEO Miller Whitehouse-Levine states the Clarity Act is in 'August recess purgatory' and gives it 10% odds of passing before the midterms.
Solana Policy Institute CEO Miller Whitehouse-Levine states the Clarity Act is in 'August recess purgatory' and gives it 10% odds of passing before the midterms. He urged regulators to move quickly, e
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Uruguay's central bank held interest rates steady for the fourth consecutive policy meeting, citing inflation below its target.
Uruguay's central bank held interest rates steady for the fourth consecutive policy meeting, citing inflation below its target.
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U.S. accounting standards group FASB proposes certain stablecoins be treated as 'cash equivalent'
The Financial Accounting Standards Board (FASB), which sets generally accepted accounting principles (GAAP), proposed that stablecoins with liquid, disclosed reserves, redeemable for dollars, could be
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Macro
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