Latest intelligence

Market No Longer Fully Prices In Fed Hike This Year · The market has stopped fully pricing in a rate hike by the Federal Reserve this year. This shift may reflect investors' reassessment of the economic outlook or the policy path.

TSLA: Swedish Metalworkers' Union Pauses Industrial Action Against Tesla · The Swedish Metalworkers' Union announced it will suspend industrial action against Tesla starting from 8 month 19 day. This move may ease tensions, though the full impact remains to be seen.

CRWD: CrowdStrike Expands QuiltWorks to SMBs · CrowdStrike is extending Project QuiltWorks to small and medium businesses through distributors like Arrow Electronics and Pax8. This move brings frontier AI risk protection to organizations of all sizes.

Fed's Hammack: Not Convinced Inflation Will Keep Improving

Federal Reserve official Hammack expressed uncertainty about continued inflation improvement. This stance may affect market expectations for monetary policy. Investors should watch upcoming inflation data and policy signals.

Fed's Barkin: Rate Hikes May Be Needed to Meet Goals

Federal Reserve official Barkin said further rate hikes may be needed to ensure inflation returns to target. This suggests monetary policy could continue to tighten. Markets will watch upcoming economic data to gauge the path of rate increases.

Fed's Hammack: Fed must raise rates now · Fed official Hammack said the Fed must raise rates now. This statement could affect market expectations for monetary policy.

Fed's Barkin: Many See Rates as Sufficiently Restrictive

Fed official Barkin did not explicitly say whether rates need to rise, but noted that many at the Fed believe current levels are restrictive enough to curb inflation. This could influence market expectations for future Fed policy.

Fed's Hammack: Reiterates Need to Raise Rates Now · Federal Reserve official Hammack reiterated that rates must be raised now. This stance underscores the Fed's firm commitment to fighting inflation. Markets may adjust expectations for monetary policy accordingly.

ONDS: Ondas Q2 2026 earnings: record revenue, raised full-year outlook · Ondas Q2 2026 reported record revenue and raised its full-year outlook. This positive development indicates strong business growth and suggests a favorable market perception of the company's future performance.

US Jobless Claims Hit New High

US initial jobless claims for the week ending 8/8 reached 20.9 ten-thousand, the highest since the week of 7/11, above market expectations of 20.2 ten-thousand. This suggests a potential softening in the labor market, which may influence Fed policy expectations.

Iran: No Ship Can Safely Pass Strait of Hormuz Without Approval · Iran stated that no vessel can safely transit the Strait of Hormuz without its approval. This could affect a key global oil shipping route. Markets should watch geopolitical risks to energy supplies.

Iran Warns No Ship Can Safely Pass Strait of Hormuz Without Approval · Iran's state TV quoted a military spokesman as saying no ship can safely pass the Strait of Hormuz without approval. This could escalate regional tensions and affect global oil shipments.

ORCL: Oracle and AWS Deepen Strategic Partnership · Oracle and Amazon Web Services announced a deepening of their strategic partnership. This move aims to enhance synergies in cloud computing.

CSCO: Barclays Raises Cisco Price Target · Barclays raised its price target for Cisco from 121 USD to 123 USD. The adjustment reflects a positive outlook on Cisco's future performance.

CRWV: Barclays Raises CoreWeave Price Target · Barclays raised its price target for CoreWeave from 90 USD to 105 USD. The adjustment reflects a positive outlook on the company.

RKLB: 8-K - Rocket Lab Corp (0001819994) (Filer)

Pursuant to the Merger Agreement, Merger Sub I will merge with and into Iridium, with Iridium surviving as an indirect wholly owned subsidiary of Rocket Lab. Following the first merger, the surviving corporation will merge with Merger Sub II. The transaction is subject to conditions in the agreement.

8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer)

Pursuant to the Merger Agreement, Merger Sub will merge with and into Synaptics, with Synaptics surviving as a wholly owned subsidiary of onsemi. The closing remains subject to satisfaction or waiver of the remaining closing condition.

IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises

IBM announced a partnership with OpenAI to help enterprises deploy AI more securely in core operations. The collaboration combines IBM's enterprise services with OpenAI's advanced models to drive practical AI applications in critical business scenarios. This move is expected to enhance the efficiency and security of AI adoption for businesses.

MSFT: JPMorgan Raises Microsoft Price Target · JPMorgan raised its price target for Microsoft from 550 USD to 625 USD. The adjustment reflects a positive outlook for the company's future performance.

ORCL: JPMorgan Cuts Oracle Price Target · JPMorgan lowered its price target for Oracle from 210 USD to 200 USD. The adjustment reflects a reassessment of the company's prospects.

Iran Says It Will Wear Down US with Protracted War · Iranian officials stated they will adopt a protracted war strategy to exhaust US strength. This reflects Iran's long-term response to US pressure. The move could escalate regional tensions.

Jin10 Data Compilation: Daily Global Commodity Market News Briefing (2026-08-13)

Ukraine continues to attack energy facilities, causing Russian crude oil production to fall below quota.

NVDA: Lenovo CEO: Partnering with Nvidia to Launch RTX AI PC Later This Year · Lenovo's CEO announced a partnership with Nvidia to launch an AI PC powered by RTX chips later this year. This move aims to strengthen Lenovo's position in the AI PC market.

Jinshi Data Compilation: Daily Global Forex Market News Briefing (2026-08-13)

US CPI inflation data for 7 was moderate, and the bond market expects the probability of a rate hike in 9 to fall to about forty percent.

NVDA: India's L&T secures AI data centre order worth up to $1.57 billion

India's Larsen and Toubro (L&T) has secured an AI data centre order valued at up to $1.57 billion. The deal underscores strong global demand for AI infrastructure and is expected to bolster L&T's position in the data centre construction market.