India Eyes 5-8 New Semiconductor Plants as Modi Unveils AI Skilling Push
PM Modi’s Independence Day speech signals India’s next chip manufacturing wave, backed by a $15B+ Semiconductor Mission 2.0 and a plan to train 10 million youth in AI.
Pentagon Launches ‘Force Falcon Strike’ Multinational Drone Task Force After Iran, Ukraine Lessons
US Central Command unveils a new multi-domain drone task force, Force Falcon Strike, drawing on lessons from the Iran conflict and Ukraine’s billion-dollar drone strikes.
Norway’s $2.4 Trillion Fund Sees Bitcoin Exposure Hit Record 11,549 BTC
Norges Bank Investment Management’s indirect Bitcoin exposure climbed 21.2% in H1 2026 to a record 11,549 BTC, driven almost entirely by its stake in Strategy.
Applied Materials Earnings: Can AMAT Reignite the Chip Rally?
AMAT is down 26% from its June peak ahead of earnings, with EPS seen up 36.3% to $3.38. See the numbers, price targets and what it means for chip investors.
US Vows Indefinite Iran Blockade as Houthi Strike Sends Oil Higher
Hegseth says the US can sustain its Hormuz blockade indefinitely as Houthi drones hit a Saudi Aramco refinery and Iran reorganizes for a longer conflict.
US Says It Can Blockade Iran ‘Indefinitely’ as Houthis Strike Saudi Aramco Again
Defense Secretary Pete Hegseth says the US Navy can sustain its Strait of Hormuz blockade indefinitely as Houthi drones hit a Saudi Aramco refinery, spiking oil prices and deepening the standoff with Iran.
Goldman Sachs Pays Up to $2.25B for NEOS, Gaining Crypto Income ETFs
Goldman Sachs is acquiring NEOS Investments and its $30 billion options-ETF lineup for up to $2.25 billion, adding Bitcoin and Ethereum income products including the $1.1 billion BTCI fund.
SEMIFIVE Posts 97% Revenue Surge as AI Chip Demand Fuels ASIC Boom
South Korean custom AI chipmaker SEMIFIVE reported KRW 94.7 billion in H1 2026 revenue, up 97% year-over-year, as ASIC turnkey and mass-production bookings surge alongside global AI infrastructure demand.
Bitcoin ETFs Bleed $131M as Ether, Solana Buck the Trend
US spot Bitcoin ETFs shed $131.1M on August 13, doubling the prior day’s outflows, while Ether and Solana funds pulled in fresh cash. Here’s what the split means for crypto investors.
Real Bond Yields Hit Decade Highs as AI Borrowing Binge Rattles Markets
US 30-year real yields near 3%, an 18-year high, as Alphabet, Amazon and Meta pile up almost $220 billion in bonds this year, raising fresh risks for stocks and global growth, Reuters reports.