Latest intelligence

Trump: Iran Only Talks, US Fully Controls Strait of Hormuz · US President Trump said Iran only talks and will not take action. He claimed the US has full control over the Strait of Hormuz. This highlights the tensions between the US and Iran.

CRWV: AI Infrastructure Stocks Surge on Strong Earnings from CoreWeave, Supermicro

AI infrastructure stocks surged following strong earnings reports from CoreWeave and Supermicro. The rally reflects optimism about demand for AI infrastructure. Investors are watching these results to gauge the health of the AI sector.

NVDA: NVIDIA CEO Tops Glassdoor's 2026 List of Best CEOs · NVIDIA founder and CEO Jensen Huang is ranked No. 2026 in the just-released Glassdoor ranking. The recognition is earned directly from employees, who know their leadership best.

NABTU and Meta Announce New Partnership to Invest in Skilled Trades for the AI Era

Meta and North America's Building Trades Unions (NABTU) are partnering to invest in skilled trades workers building America's AI infrastructure. This collaboration aims to support workforce development for the AI era.

GDRX: GoodRx Holdings Reaches Analyst Target Price

When a stock reaches the target set by an analyst, the analyst logically has two ways to react: downgrade on valuation or raise the target based on improved fundamentals. This event may prompt a reassessment of the company's future prospects.

Jin10 Data: Daily US Stock Market News Briefing (2026-08-12)

US core CPI rose at the smallest pace since 2, Coreweave raised its full-year revenue outlook, Super Micro Computer gained premarket, Oracle plans layoffs and partners with Quantinum.

US Core Inflation Mild in 7, Easing Fed Rate Pressure · US core inflation was mild in 7, indicating easing price pressures. This could reduce the need for further Fed rate hikes, supporting market sentiment.

US 7-Month CPI Annual Rate Matches Expectations

The latest US CPI annual rate came in line with market expectations, indicating stable inflationary pressures. This data could influence the Federal Reserve's future monetary policy decisions, and investors will closely watch subsequent economic data to assess the rate hike path.

COIN: NYC Council Probes Prediction Markets, Polymarket Faces Regulatory Pressure

The New York City Council is investigating prediction markets, putting platforms like Polymarket under regulatory scrutiny. This could affect their operations and spark broader industry regulation discussions.

CRWV: CoreWeave Earnings Beat Amid Operating Margin Upside. AI Stock Jumps. · CoreWeave reported earnings that beat expectations, driven by improved operating margins. The positive news led to a significant jump in its stock price.

Sources: No Talks on Extending Ceasefire · According to sources, there are currently no discussions on extending the ceasefire. This could affect regional stability, but the impact remains to be seen.

Iran Denies Talks with US on Extending Ceasefire · A senior Iranian source said there have been no discussions between Iran and the US on extending the ceasefire. From Iran's perspective, the ceasefire agreement has no effective date, so there is no need to extend it.

Barclays Raises Super Micro Computer Price Target · Barclays raised its price target for Super Micro Computer (SMCI.O) from 38 USD to 39 USD. The adjustment reflects a positive outlook on the company.

Citi Raises Super Micro Price Target · Citi raised its price target for Super Micro Computer (SMCI.O) from 33 USD to 39 USD. This reflects a positive outlook on the company.

JPMorgan Raises Super Micro Computer Price Target · JPMorgan raised its price target for Super Micro Computer (SMCI.O) from 32 USD to 45 USD. The adjustment reflects a positive outlook on the company's future performance.

QNT: Quantinuum Posts First Earnings Since IPO; Strikes Oracle Quantum Deal

Quantinuum topped analysts' estimates in its first quarterly report as a public company, though investors barely blinked. As an early-stage company, Quantinuum's revenue is heavily tied to individual contracts and milestone deliveries.

Jin10 Data Compilation: Daily Bond Market News Express (2026-08-12)

Daily bond market news express covers Fed policy, global bond shorting, Nvidia financing, and U.S. Treasury buyer structure changes.

Tonight 20:30! Can CPI Give the Fed a Breather?

The US is set to release the latest CPI data, with markets watching whether inflation is cooling. A moderate reading could ease pressure on the Fed to hike rates. Investors will adjust their expectations for monetary policy accordingly.

Iran's Revolutionary Guard Warns of Threats to Global Infrastructure

A spokesman for Iran's Revolutionary Guard said that if Iran faces threats again, energy transmission lines, power plants, and global internet infrastructure would be at risk. The warning highlights the potential impact of Middle East tensions on critical global infrastructure.

CRWV: Stocks Rise as CoreWeave, Super Micro Boost AI Trade · Asian stocks rose and US equity-index futures advanced as CoreWeave reported stronger-than-expected sales growth and Super Micro's revenue forecast topped estimates.

CoreWeave Inc (CRWV) (Q2 2026) Earnings Call Highlights: Record Revenue and $104 billion · CoreWeave Inc reported record revenue during its earnings call, mentioning $104 billion. This performance indicates strong business growth, which is a positive signal for investors.

CRWV: CoreWeave Says Data Center Moratoriums Won't Stop AI Expansion

CoreWeave remains confident it can rapidly expand its AI infrastructure despite growing data center moratoriums, grid concerns, and community opposition across the U.S. The company believes these restrictions will only impact where infrastructure gets built.

NVIDIA to Report Q2 Earnings Later in August—Crypto Prediction Market Wagers on NVDA Closing Above $250 by Month-End

Despite NVIDIA's shares surging in August, crypto punters remain skeptical the stock will finish the month at or above $250. The betting crowd on Polygon-based Polymarket currently assigns only a... probability.

Fed's Collins: Supports Rate Hike if Inflation Stays High

Fed official Collins said she would support a rate hike in 9 month if inflation remains elevated. This suggests the Fed may continue tightening policy to combat inflation. Markets will watch upcoming data for clues on the rate path.

ONDS Stock Rises Overnight: Retail Bulls Eye Return To Double-Digit Price As Q2 Results Loom · Investors are expecting huge revenue growth as fresh defense contracts add to optimism.