- The AI investment frenzy shows no signs of cooling down! Amazon and Microsoft earnings reports signal strong demand for computing power
- Bank of Japan Maintains Interest Rates but Sees "Hawkish Dissent"; Market Awaits Kazuo Ueda's Press Conference Amid Ongoing Intervention Turmoil
- MOL Group invests $720 million to acquire Shell’s stake in Cyprus Aphrodite gas field, with first production planned for 2031
- Gold prices edged down slightly but monthly gains are expected; Middle East tensions and US Fed outlook impact the market
- Entertainment Drives Growth! Sony (SONY.US) Q1 Operating Profit Soars 40%, Upgrades Full-Year Earnings Guidance
- Barclays: Eurozone interest rates trapped in a "cycle of hope and fear," German bonds face worst July in over twenty years
- British Pound struggles to extend recovery against Japanese Yen
- USD/CAD Price Forecast: Steadies above June low as bears await 1.4000 breakdown
- Shell (SHEL.US): Agreement reached to sell its wholly owned subsidiary BG Cyprus to MOL Group, with the transaction amount up to 720 million US dollars.
- Indian stock market, shorted by AI, sees a recovery: IT stocks rebound strongly, while banking, power, and pharmaceutical sectors favored
- Shell (SHEL.US): BG Cyprus holds a 35% non-operating interest in Cyprus offshore Block 12. The transaction is expected to be completed in early 2027.
- The Finnish Ministry of Finance will hold a euro-denominated Treasury bill auction on August 4, with a maximum auction amount of 2 billion euros.
- Swiss central bank achieves solid profit in the first half of the year, stock gains offset decline in gold value
- Royal Bank of Canada raises Rivian (RIVN.US) target price from $14 to $16.
- adidas quarterly revenue hits record high, but World Cup investment fails to deliver expected profits
- Spot platinum has just broken through the $1,630.00/ounce level, last trading at $1,629.70/ounce, down 1.66% on the day; the main Nymex platinum futures contract is now quoted at $1,640.8/ounce, down 1.17% on the day.
- JPMorgan raises Amazon (AMZN.US) target price from $330 to $365.
- Shanghai fuel oil futures just surpassed the 3,500 yuan/ton mark, currently quoted at 3,499 yuan/ton, down 4.53% on the day.
- China INE crude oil futures main contract just broke through the 540.0 yuan/barrel mark, now quoted at 539.9 yuan/barrel, down 3.76% on the day.
- Piper Sandler raises Mastercard (MA.US) price target from $597 to $710.
- Brent crude oil futures have just surpassed the $85.00 per barrel mark, now quoted at $84.98 per barrel, down 2.53% on the day.
- Swiss National Bank: Achieved a profit of 25.2 billion Swiss francs in the first half of 2026. Foreign currency position income reached 31.7 billion Swiss francs, while Swiss franc position income amounted to 100 million Swiss francs. Gold holdings recorded a valuation loss of 6.4 billion Swiss francs in the first half of the year.
- Sony Semiconductor Manufacturing: Kumamoto Technology Center to gradually resume operations from August 4 after suspension due to earthquake.
- Sony Semiconductor Manufacturing: The Kumamoto Technology Center will return to pre-earthquake operational levels by mid-August.
- Tesla CEO Elon Musk once again denied selling Tesla's China business on social media, stating: "This has never even been discussed. It's completely absurd fake news."
- Bank of Japan Keeps Interest Rates Unchanged as Expected, Lowers Core Inflation Forecast for Fiscal 2026, Takata Dissent on Rate Hike
- Spot Gold Technical Analysis: May Test the $4,120 Resistance Level Again
- Who will pay for the AI supercycle?
- TD Cowen: Raises Apple (AAPL.US) price target from $350 to $400.
- Sumitomo Mitsui Banking Corporation: Besides Takada’s view, continuous rate hikes are suggested, and yen depreciation may accelerate the pace of interest rate increases.
- Rare "Amphibious" Mining Company: Silvercorp Metals (SVM.US) Anchors to Silver, Secures Dual Growth in Copper and Gold
- Investment bank D.A. Davidson lowered Roblox (RBLX.US) target price from $45 to $40.
- Capital Economics: Bank of Japan may raise interest rates to 2% by the end of next year, with concerns about increasing inflation risks intensifying
- IBM (IBM.US) Announces Entry into the "Quantum Advantage" Era: CEO Predicts Substantial Revenue Contribution by 2028, Trillion-Dollar Value to be Unlocked in the 2030s
- The "generational" decision for Tesla (TSLA.US): Advisors reportedly studying a spin-off or sale of its China business to remove obstacles to a potential merger with SpaceX.
- Shipping Data: High Traffic in the Bab el-Mandeb Strait, Hormuz Strait Remains at Low Levels
- Spot platinum has just surpassed the $1640.00/oz mark, last quoted at $1640.28/oz, down 1.02% for the day; Nymex platinum futures main contract last quoted at $1647.0/oz, down 0.80% for the day.
- The Bank of Japan maintains a hawkish stance and raises its assessment of economic risks, with markets betting on another rate hike before October.
- The global iron ore export hub faces another shutdown crisis! BHP’s Port Hedland workers threaten a 24-hour strike next week
- Regarding reports that Tesla (TSLA.US) is considering selling its China operations to pave the way for a potential SpaceX merger, Tesla CEO Elon Musk responded: "This is fake news."
- Global Central Banks’ Gold Purchases Hit Record High in Q2, Gold Price Finds Support Above $4,100
- The Bank of Japan keeps interest rates unchanged but faces internal divisions, with one policy board member proposing a rate hike to 1.25%.
- According to reports, Tesla is considering spinning off its China business to pave the way for a potential future merger with SpaceX. In response, Tesla China told reporters that this is "untrue information." (Cailian Press)
- Bank of Japan interest rate decision: Due to the depreciation of the yen and the high prices of crude oil and other major commodities, the year-on-year increase in import prices has risen significantly recently.
- Piper Sandler: Lowers Reddit (RDDT.US) price target from $215 to $195.
- Sony (SONY.US): Raises fiscal year dividend to 35 yen per share.
- The Bank of Japan has kept its target interest rate unchanged at 1%, in line with market expectations and the previous value of 1.00%. The Bank of Japan's interest rate decision was passed by an 8-1 vote (the previous vote was 7-1, with Governor Kazuo Ueda absent due to illness).
- The Bank of Japan has kept interest rates unchanged as expected. The USD/JPY rose about 30 points in the short term, reaching a new intraday high of 160.87, an increase of approximately 0.87%.
- Bank of Japan interest rate decision: Due to high crude oil prices, price transmission in transactions between companies is taking place at a relatively fast pace.
- Sony (SONY.US) reported a net profit of 342.16 billion yen for the first fiscal quarter, exceeding the market expectation of 265.98 billion yen.
- Spot silver fell 1.01% intraday to $58.37 per ounce; the main COMEX silver futures contract last traded at $58.64 per ounce, down 0.64% on the day.
- Bank of Japan Interest Rate Decision: Recent Yen Depreciation May Lead to Rising Durable Goods Prices
- Sony (SONY.US): Expects full-year operating profit to be 1.72 trillion yen, previously forecasted at 1.60 trillion yen.
- Sony (SONY.US) reported first-quarter revenue of 2.84 trillion yen, compared to 2.62 trillion yen in the same period last year.
- Yen surges 3.3% against US dollar on the eve of Bank of Japan decision; spot gold briefly breaks the 4100 mark
- On July 31, Tesla China released the 2026.14.13 version of its in-car software update, covering the Model 3, Model Y, Model S, and Model X. The phased rollout of the update began on July 31, 2026. One of the main upgrades is the “Beanbun Large Model,” an intelligent voice assistant that not only provides real-time information but also enables natural, fluent conversations. It supports multiple premium voice tones and offers personalized roles such as “Know-It-All,” “Music Enthusiast,” and “Stor
- South Korea intends to inject $14 billion into its sovereign wealth fund, betting on AI and data centers
- Walsh "hints" at changing inflation indicators, market "smells something bad"
- Japan’s top foreign exchange official, Atsushi Mimura, is reappointed for the third year, resuming intervention to curb yen depreciation.
- ING warns: Frequent interventions could "downgrade" Japan's exchange rate regime; yen recovery hinges on a peak in the US dollar
- Tokyo inflation accelerates for the second consecutive month, Bank of Japan remains on rate hike path
- An executive from Japan's JERA stated that liquefied natural gas inventories are sufficient to ensure supply in October. Even during summer heatwaves, stable electricity supply will not be affected.
- Analyst: Amid internal and external pressures, Nvidia (NVDA.US) "holds the fort" at the technical resonance zone, with $190 potentially becoming a key anchor point for AI conviction
- JPMorgan: Lowers Apple (AAPL.US) target price from $345 to $340.
- Spot gold has just broken through the $4080.00/ounce mark, currently quoted at $4079.94/ounce, down 0.57% on the day; COMEX gold futures main contract is currently quoted at $4138.50/ounce, down 0.53% on the day.
- Excessive Concentration and Weak Profit Outlook! Australian Pension Fund Cbus Super Reduces Domestic Equity Allocation, Shifts to Global and Emerging Markets
- Short-term trading suggestions for US crude oil: range-bound fluctuation, sell on rallies and buy on dips.
- Wall Street’s "Precision Maneuver"? From AI Star Fund Blow-up to Tech Stock Frenzy, National Capital Suspected of Using Fortress Fund to "Defuse" AI Risk
- Yen weakens again ahead of BOJ decision, relinquishing intervention gains as market focuses on hawkish signals
- Japan’s forex intervention estimated at 5 trillion yen; the central bank is likely to remain on hold but turn more hawkish, while the Ministry of Finance is ready to take further action at any time
- Is Meta stock dead money? Q2 earnings miss sends shares to $539
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- Oil Slips But Remains on Track for Monthly Gain of Around 20% -- Market Talk
- Global Energy Roundup: Market Talk
- Further Yen Interventions Possible in Near Term -- Market Talk
- Hongkong Land Likely Has Ample Financial Flexibility to Pursue More Buys -- Market Talk
- Equinox Gold: Intends to Cause Orla to Delist Shares From Toronto Stock Exchange, NYSE >EQX.T
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- Equinox Gold: Chair Ross Beaty Has Stepped Down; Appointed Chairman Emeritus, Special Advisor to Board >EQX.T
- Fed's Drop of Forward Guidance Leads to Higher U.S. Rate Volatility -- Market Talk
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- Warren Buffett's Worst-Ever Deal Benefits This Place the Most -- Barrons.com
- U.S. Treasury Yields Edge Lower, Reverse Thursday's Jumps -- Market Talk
- Higher U.S. Treasury Yields Likely Argue Against Supply Increase -- Market Talk
- Fed's Warsh Likely Intentionally Delaying Rate Hike -- Market Talk
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- Couche-Tard: Expects Offer to Be Completed No Later Than December if Successful >ATD.T
- Couche-Tard Expects Offer Period to Commence Toward Aug. 26 >ATD.T
