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Pershing Square Holdings views Meta Platforms (META) 18倍远期市盈率为被低估的估值，预计未来几年盈利增长超20%
Pershing Square Holdings在其2026年第二季度致投资者信中指出，Meta Platforms (META) 的股价在第二季度下跌1%，年初至今下跌15%，主要受其AI计划相关的运营和资本支出增加影响。尽管如此，该投资公司认为Meta是AI的明确受益者，AI正推动更高的用户参与度、更好的广告变现和产品创新。Pershing Square预计Meta未来几年盈利将以20%以上的
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Pershing Square: AI Demand Drives Amazon AWS Revenue Growth Over 30%, Retail Sales Hit New High Since 2021
Investment firm Pershing Square Holdings stated in its Q2 2026 investor letter that the accelerated growth in artificial intelligence (AI) demand has significantly boosted revenue growth for Amazon's
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JPMorgan Chase's Kai Haul: The Federal Reserve Should "Just Hike and Get On With It," Markets Dislike Lack of Forward Guidance
JPMorgan Chase Asset Management's U.S. GFICC CIO Kay Herr said the Federal Reserve should "just hike and move on," arguing that the market "really doesn't like the fact that we don't have forward guid
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Kraken-commissioned survey finds 63% of Americans feel financially behind, 47% see credit cards as only path to meaningful rewards
A national survey of 2,001 US adults, commissioned by Kraken and conducted by Morning Consult, revealed that nearly two-thirds of Americans believe they are falling behind financially compared to thei
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U.S. Congressional Advisory Body: China's Data Advantage May Give It Lead Over U.S. in AI Competition
The U.S. Congress's advisory body, the U.S.-China Economic and Security Review Commission, released a report on Tuesday stating that China is commercializing and monetizing data as a national strategi
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Analysis shows that large Wall Street funds generally hold Google (Alphabet) stock, with 19 out of the 20 largest funds holding it.
Wolf Financial's analysis of the latest 13F reports as of June 30 shows that Google (Alphabet) attracted the most buyers during the same period, with 11 institutions increasing their holdings and 6 de
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Pershing Square Holdings highlights Brookfield Corp. (BN) in Q2 2026 letter, noting its 5% Q2 share price rise despite sector concerns
Pershing Square Holdings在其2026年第二季度投资者信中指出，Brookfield Corporation (BN) 股价在第二季度上涨5%，但年初至今仍下跌7%。该基金认为，尽管市场对商业发展公司作为增长载体以及资产管理公司在私募信贷和/或软件公司的高投资配置存在普遍担忧，但Brookfield对这些风险的敞口微不足道，因此今年迄今表现优于同行。Pershing Squa
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Pershing Square Holdings: Microsoft (MSFT) Valuation Falls to Decade Low as Investors Worry About AI Disruption and Spending Issues
Pershing Square Holdings, in its Q2 2026 investor letter, noted that Microsoft (MSFT) shares are currently trading at one of their lowest price-to-earnings multiples in the past decade. This reflects
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Global Settlement Network CEO Ryan Kirkley says crypto's 'easy-money era' is ending with over 100 projects shutting down in 2026 due to inflated valuations and weak business models
Kirkley noted that venture investors deployed about $4 billion across 355 crypto and blockchain deals in Q1 2026, roughly half the capital invested in Q4 2025. He also warned that if Bitcoin breaks it
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US July Import Prices Fell 0.4% Month-over-Month, Export Prices Dropped 1.3%
US import prices for July decreased by 0.4% month-over-month, falling short of the estimated 0.1% increase. Export prices also saw a significant decline, dropping 1.3% month-over-month, which was belo
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Billionaire David Tepper's Appaloosa Management disclosed new positions in American Airlines and Boeing stock in the second quarter.
According to its Q2 2026 13F filing, Appaloosa Management, the hedge fund run by David Tepper, known for his successful bet on Micron Technology, established new positions in American Airlines with 7.
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Bank of America and Morgan Stanley both expect Apple to launch a foldable iPhone in September 2026, with prediction markets showing an 81% probability.
Both Bank of America (BofA) and Morgan Stanley have set September 2026 as the target release date for Apple's foldable iPhone, with prediction markets assigning an 81% probability of launch. BofA warn
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IAEA reports drone explosion near Zaporizhzhya NPP bus stop today at around 06:00, causing 16 casualties including one death and three serious injuries
IAEA reports drone explosion near Zaporizhzhya NPP bus stop today at around 06:00, causing 16 casualties including one death and three serious injuries
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U.S. industrial production rose 0.2% in July, missing the forecast of 0.3%.
Manufacturing output increased 0.2%, matching expectations, while mining gained 0.2% and utilities rose 0.5%. Capacity utilization edged up to 76.3%, in line with forecasts. Meanwhile, the annualized
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Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana
Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana
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Canadian Firms' Private Credit Exposure Reaches C$500 Billion ($360 Billion), Primarily in US Markets
According to new research from the Bank of Canada, Canadian financial institutions and funds have accumulated approximately C$500 billion ($360 billion) in private credit exposure, with the majority o
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The London Company Income Equity Strategy Reduced TE Connectivity (TEL) Holdings to Manage AI and Data Center Exposure
The London Company's Income Equity Strategy, as disclosed in its Q2 2026 investor letter, reduced its position in TE Connectivity Ltd. (NYSE:TEL). This move was made to manage concentrated exposure to
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NASA on Monday awarded Blue Origin, Firefly Aerospace, and other companies contracts for future mission payload services.
The National Aeronautics and Space Administration (NASA) on Monday awarded payload services contracts for future missions to Blue Origin, Firefly Aerospace, L3Harris, and All Points Logistics. Meanwhi
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September Historically Worst Month for Stocks; 3 ETFs Offer Up to 9% Yield
Historically, September has been the worst month for stocks, with the S&P 500 averaging negative returns since 1928. To navigate this period, investors are looking at three actively managed funds: iSh
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Billionaire David Tepper's Appaloosa Management Initiates Put Positions on Apple and Berkshire Hathaway, Citing Apple's Weakening Fundamentals
According to a 13F filing disclosed on August 14, David Tepper's Appaloosa Management opened new put positions referencing 835,000 Apple shares and 25,000 Berkshire Hathaway Class B shares as of June
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Analysis suggests Microsoft is better positioned than Alphabet to absorb potential AI CapEx slowdowns, citing Microsoft's operational funding vs. Alphabet's increased debt.
The analysis highlights that Microsoft funded its AI buildout from operations, leading to a more resilient balance sheet. In contrast, Alphabet nearly doubled its long-term debt to $98 billion. While
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Qatar rejects Iran's claims of holding three missing pilots, stating Iranian planes violated its sovereignty and were dealt with according to law
Qatar's Foreign Affairs spokesman Majed al-Ansari denied Iran's accusations as "completely baseless, false and illogical," reiterating that Qatar handed over the remains of one pilot in April. Iranian
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Goldman Sachs to Buy Real-Estate Investment Firm for Up to $410 Million
Goldman Sachs to Buy Real-Estate Investment Firm for Up to $410 Million
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NVIDIA Forges $500 Billion AI Investment Partnership with Apollo, Blackstone, BlackRock, and Other Institutions, Compared to a "Digital Infrastructure Bill" by Analysts
NVIDIA has established a $500 billion AI investment partnership with institutions such as Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR. Rashad Bilal, host of the financial show Ea
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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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Trump says no talks planned with Iran, insists Strait of Hormuz remains open amid frustration over Iran-Oman deal
US President Donald Trump asserted that the United States is not engaged in talks with Iran and has not scheduled any, despite previously claiming back-channel conversations. His remarks on Tuesday ap
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Israeli strike reportedly kills at least six in Gaza City amid stalled ceasefire efforts
The attack on Tuesday hit a crowded cafe in Gaza City's port, which has been turned into a displacement camp, injuring 14 others. The Israeli army stated it was targeting Hamas commanders, but provide
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Iran Foreign Ministry Spokesman Warns Against 'Baseless' Accusations, Citing 'False Flag Operations'
Iran Foreign Ministry Spokesman Warns Against 'Baseless' Accusations, Citing 'False Flag Operations'
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Iran's Foreign Ministry Spokesperson Rejects UAE's Statement on Missiles Being Launched from Iran Against the Gulf Country
Iran's Foreign Ministry Spokesperson Rejects UAE's Statement on Missiles Being Launched from Iran Against the Gulf Country
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Bond Traders Are Hedging Risk of Fed Pivoting to Rate Cuts in 2027
Bond traders are adjusting their positions, using options market wagers to hedge against the risk that the Federal Reserve will pivot to cutting rates in 2027. This shift comes after recent data large
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White House crypto adviser Patrick Witt is "optimistic and bullish" on Clarity Act, with first vote scheduled for September 15
White House crypto adviser Patrick Witt expressed optimism about the Clarity Act, a comprehensive federal regulatory framework for the crypto industry, ahead of its first planned cloture vote on Septe
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Ripple CLO Stuart Alderoty says September 15 will be a "bellwether" for the "Clarity Act" to advance in Congress.
Alderoty pointed out that on September 15, the Senate will hold its first procedural motion on the bill, the "motion to proceed," which requires 60 votes to pass. He warned that if the legislation fai
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U.S. Treasury to auction $16 billion in 20-year bonds Wednesday, facing highest borrowing cost in six years
The auction aims to help finance the country's nearly $1.8 trillion budget deficit this year. Investors are anticipated to demand a yield close to 5.8%, which would be the highest cost for Washington
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