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8/12
13:22
Ukrainian drone operators "defeated" U.S. forces in a major military exercise held in Germany. During the exercise, reconnaissance drones quickly located U.S. armored vehicles, after which attack drones conducted simulated "kills," effectively destroying a U.S. armored brigade. U.S. forces adapted during the two-week exercise by improving concealment, dispersion, and electronic warfare tactics. The exercise highlighted Ukraine's battlefield expertise and raised concerns that U.S. forces remain vulnerable to small drone attacks.
13:18
Satellite imagery shows a supertanker carrying 2 million barrels of crude oil docked at the Ju'aymah terminal within Saudi Arabia's Ras Tanura export complex. This follows Saudi Arabia previously rerouting millions of barrels of crude oil for export through its Red Sea port of Yanbu due to regional shipping threats. Another oil tanker, capable of carrying approximately 1 million barrels of crude oil, is also docked at Ras Tanura.
13:15
The analysis indicates that Microsoft (MSFT) received a "Buy" rating due to strong growth in its Azure cloud business, with Q4 FY226 revenue reaching $90.01 billion, Azure revenue growing by 43% to surpass $100 billion in annual revenue for the first time, and over 30 million paid users for Microsoft 365 Copilot. TSMC (TSM) also received a "Buy" rating, as its Q2 FY226 revenue grew by 36% to $40.2 billion, net profit increased by 77.4%, and it raised its full-year revenue growth guidance to "slightly above 40%." AMD (AMD), however, received a "Hold" rating; despite its Q2 FY226 revenue growing by 50.1% to $11.54 billion and data center revenue doubling, its stock price has already risen by 119.26% year-to-date, with a price-to-earnings ratio of 124x, leading the analysis to conclude that its stock price has already priced in the next two years of growth.
13:15
Resume Now, an online resume builder platform, released a list on July 10 outlining 10 professions that AI cannot replace. The common characteristic of these professions is that they require "superhuman" skills such as endurance, navigation, and hazard detection, abilities that artificial intelligence lacks. Firefighters topped the list, with other professions including pilots, mobile home installers, and structural steelworkers. The report indicates that by 2030, 300 million jobs globally (9.1% of the total) could be lost due to AI, while in the United States, 30% of jobs are expected to be automated.
13:14
Elon Musk forwarded SpaceXAI's announcement of Grok Voice Think Fast 2.0, stating it is their next-generation voice model with improved intelligence, transcription accuracy, and conversational capabilities.
13:10
Bloom Energy's Q2 revenue was $1.07 billion, up 165%, with CEO KR Sridhar stating that all major U.S. hyperscalers have approved its power solutions. The deal with Nebius Group, an AI cloud operator, helps unlock and expedite sites for its planned Vineland, New Jersey AI data center, which had faced permitting and zoning opposition related to proposed gas generation. Nebius Group's stock also surged 26% after its Q2 earnings report.
13:06
The agency is interviewing top banks and life insurers to better understand the supply of funds to the defense industry, a key sector for national security.
13:05
Global equities were higher on Wednesday, with MSCI's gauge of stocks across the globe rising 0.37%. US stocks also gained, as the Dow Jones Industrial Average rose 0.10%, the S&P 500 added 0.31%, and the Nasdaq Composite traded up 0.65%. This came as US consumer prices increased by a modest 0.1% in July, aligning with expectations and easing some concerns about a Federal Reserve rate hike. Gold prices rose 1.61% to $4,436.99 an ounce, benefiting from reduced rate hike bets. Meanwhile, oil prices dipped despite ongoing US-Iran talks, which remained deadlocked, and reports of separate ship attacks. Brent crude futures fell 0.26% to $88.68 per barrel, and US crude fell 0.49% to $82.79.
13:05
Madison Square Garden Entertainment (MSGE) reported better-than-expected fourth-quarter results early Wednesday, with the company's annual revenue surpassing the $1 billion mark for the first time, pushing its stock above a buy point.
12:53
The agreement will see Riot provide 191 megawatts (MW) of data center capacity at its Rockdale, Texas site to Anthropic, the AI company behind Claude. This deal, which could extend to $16.1 billion with two five-year options, marks a significant shift for Riot, leveraging its infrastructure built for Bitcoin mining to serve the electricity-hungry AI sector. Riot's shares rose following the announcement, as the estimated revenue from the deal exceeds the company's 2025 total revenue of $647.4 million and its pre-deal market worth of approximately $7.3 billion. Riot previously secured a 50 MW data center contract with Advanced Micro Devices (AMD) at the same facility.
12:53
According to data from approximately 500 companies on the recruitment platform Ribbon, 24% of automated job interviews are currently scheduled between 10 PM and 2 AM. However, negative sentiment towards AI interviews is widespread among job seekers: competitor Greenhouse found that 75% of US job seekers believe employers should be legally mandated to disclose the use of AI in the hiring process, and another 38% of respondents have chosen to abandon an application because the position required an AI interview.
12:53
The institution believes that Seagate Technology's revenue in the fourth quarter of fiscal year 2026, ending July 2026, reached $3.629 billion, a year-over-year increase of 48.5%, with non-GAAP earnings per share of $5.71, exceeding market expectations. The company's full-year free cash flow reached a record $3.105 billion, a year-over-year increase of 279.58%. In addition, Seagate Technology's nearline storage capacity for the 2026 calendar year has been fully sold out, and pricing negotiations for 2027 and 2028 have begun, demonstrating strong pricing power and AI-driven hyperscale customer demand.
12:47
Ship traffic through the Strait of Hormuz is at its lowest level since May 12, with a 5-day average of approximately 13 vessel transits on Tuesday. This represents about a 90% decrease from the daily average of 130 ships before the U.S. and Israel attacked Iran on February 28. The decline comes amid growing uncertainty regarding a U.S.-Iran agreement to fully reopen the key Middle East oil export corridor. Despite the low vessel traffic, U.S. Energy Secretary Chris Wright stated on Tuesday that oil exports through Hormuz have reached a seven-day average of nearly 9 million barrels per day with U.S. military assistance, as some ships move covertly. Iran's top national security official Mohsen Rezaei reiterated that Hormuz will not fully open until Washington meets Tehran's demands, according to PressTV.
12:41
Donald Trump stated that the pro-Israel lobby, which was once the most influential lobby in Washington 20 to 25 years ago, is now in a very different situation. He noted that this is one of the biggest changes he has observed over the past decade, especially among Democrats in the House of Representatives. Donald Trump also criticized Senate Minority Leader Chuck Schumer, calling him "almost a Palestinian" and stating that Schumer was once "100% pro-Israel." Previously, Donald Trump made similar remarks in 2025, pointing out a decline in support for Israel among young Republicans.
12:37
Kaiser Aluminum (KALU) stock briefly broke out above a 195.96 dollar buy point on Wednesday after the company released a bullish quarterly report with earnings soaring 357%. Although the stock subsequently pulled back 1.8% to 189.94 dollars, it remained above an alternate buy point of 186.50 dollars.
12:37
As of August 10, Berkshire Hathaway's stake in Google (Alphabet) has exceeded $24.2 billion, accounting for 8.6% of its equity investment portfolio, making it Berkshire's fifth-largest holding. The company began investing in Google last year during Warren Buffett's tenure as CEO and has continued to increase its stake under current CEO Greg Abel. Google's revenue in the most recent quarter reached $119.8 billion, a 24% year-over-year increase, with operating income growing 30% to $40.8 billion. Berkshire recently also invested $10 billion in Google, one of its largest deals in years. Analysts believe this reflects Abel's emphasis on Google as its most important AI investment, especially after selling Amazon stock.

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