Apollo Economist: 'China Shock 2.0 Is Here'—What the 41% Surge in Chinese Tech Exports Means for Investors
Apollo's Torsten Slok warns 'China Shock 2.0 is here': Chinese high-tech exports +41% YoY, semiconductors doubled. Which U.S. sectors face the biggest headwinds.
VIX Curve Sends a Midterm Warning: What the November 2026 'Bump' Means for Investors
VIX Nov futures hit 19.7 as traders hedge 2026 midterms. History: 80% of midterm years see higher volatility — yet S&P 500 averages +12.4% in the 12 months after the vote.
SEC Charges Former BofA Banker and Friend in South Jersey Industries Insider Trading Scheme
SEC charged ex-BofA energy banker Jason Satsky and Gavin Wolfe with insider trading in South Jersey Industries; Wolfe allegedly netted $18.5M ahead of the company's $8.1 billi
Disney's ABC Sues FCC Over 'Retaliatory Campaign' Against 8 Broadcast Licenses in First Amendment Case
Disney's ABC sued the FCC on Aug. 18 to halt early license renewal for eight stations, calling the order a 'retaliatory campaign' targeting content critical of Trump.
Alphabet Tops SpaceX Institutional Holders at $94B — But $80 Billion Stays Locked Until Late 2026
A Reuters analysis finds Alphabet is SpaceX's largest institutional holder at $94.1B — but $80B is locked until ~Dec 9, 2026, with $14.1B frozen through Q3 2027.
Meta (META): 756,000 Australian Teen Removals, Rate Slowing
Meta Platforms (NASDAQ: META) said Thursday it has deactivated 756,000 Australian accounts through June 2026 it believes belonged to children under the country's minimum age for social media.
ICE Kicks Off $3.5B Bond Sale to Fund $6B MarketAxess Acquisition
ICE launched a $3.5B bond sale Aug 11 to fund its $6B MarketAxess deal, creating a ~23% fixed-income market share platform — nearly matching Tradeweb at ~24%.
Jefferies Cuts Apple to Underperform as All-Glass iPhone Faces Cancellation Risk, Sell Ratings Hit 2012 Level
Jefferies downgrades Apple to Underperform, PT ~USD 264, on possible all-glass iPhone cancellation and 38% BOM inflation. At least 6 sell ratings match a 2012 level.
US Reopens Nvidia China Review: Cloud Loophole Left Open by June BIS Rule
Washington is reviewing offshore cloud access to Nvidia GPUs — a channel the June BIS ownership rule left open. The House-passed cloud bill remains stalled in the Senate.
AI Hollows Out Tech Jobs: U.S. Information Sector Layoff Rate Hits 20-Year High as Oracle Leads the Wave
BLS JOLTS June 2026: Info-sector layoff rate hit 2.3%, highest sustained in 20 years. Oracle cut 21,000 citing AI; Microsoft cut 4,800 company-wide (~3,200 in Xbox).
Apple CEO John Ternus Takes Over September 1: What the Engineer Era Means for Korean Suppliers
Tim Cook hands Apple's CEO role to hardware engineer John Ternus on September 1. Here is what the leadership shift means for Samsung Display, SK Hynix, and LG Display.
Trump Announces Venezuela Oil Deal — CVX Nears Two New Fields; SLB Signed, HAL in Talks
Trump announced a private U.S. JV with 55% stake in 65B Venezuelan barrels. Chevron nears two new fields; SLB signed; HAL in talks. CVX, HAL, SLB investor guide.