Latest intelligence

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.

Jin10 Data Compilation: Daily AI Dynamics Summary (2026-08-12)

Daily AI dynamics summary covering latest developments from SK Hynix, Nvidia, and Zuckerberg.

FTNT: Major Update for Fortinet Stock Investors

Fortinet has announced a significant update that affects its stock investors. This update could involve changes in company strategy or financial performance. Investors should pay attention to this development as it may impact their investment decisions.

HIMS Stock Ends 2-Day Rally: Analyst Says Record Subscriber Growth 'Not Enough' to Offset Margin Slide

HIMS stock snapped its 2-day winning streak. An analyst noted that record subscriber growth is insufficient to counter the decline in margins. This development may affect investor sentiment.

PLTR: Cathie Wood Has Been Selling Palantir Into Every Rally Since Its 29%% Earnings Pop

Cathie Wood has been selling Palantir shares during each rally following the company's earnings report. This comes after Palantir's stock surged 29%% on the earnings news. The selling may signal concerns about valuation.

NVDA: NVIDIA AI Factory Compute Becoming an Investable Asset Class · NVIDIA's AI factory compute is becoming an investable asset class, marking a major milestone for NVIDIA and the AI industry.

CICC Recommends Continued Overweight on Gold

CICC issued a report recommending investors to maintain an overweight position in gold. The recommendation is based on analysis of the current market environment, suggesting gold has allocation value. This may influence investors' asset allocation decisions.

AMD (Q2) 2026 Earnings Call Transcript · Data center revenue doubled, driving record profitability and raised guidance.

CRWV Stock Rallies 13% After-Hours as AI Compute Demand Doubles CoreWeave Revenue · CoreWeave's revenue more than doubled due to strong AI compute demand, and its stock rose 13% in after-hours trading. This growth highlights the ongoing demand for AI infrastructure.

Key Financial Data and Events to Watch Today: 2026 Year 8 Month 12 Day Wednesday

Today focuses on the release of US CPI data for 7 month.

AMD vs. SanDisk: Chip Earnings Momentum Meets Mixed Market Reaction

AMD and SanDisk reported earnings showing strong momentum in the chip sector, but the market reacted differently to each. AMD's performance stood out, while SanDisk faced a mixed reception. This contrast highlights investors' divergent views on chip stocks.

Rocket Lab puts its biggest 2026 milestone at risk · Rocket Lab (RKLB) delivered the type of quarter that should have put investors at ease. However, the company has put its biggest 2026 milestone at risk.