Trendly digest — 2026-08-17
News
Excerpt from Bloomberg: “Nvidia, Meta releases are tacit admission that the US moat isn’t holding.”

Excerpt from TheStreet: “There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of…”

Excerpt from TheStreet: “Shoppers say it will "enhance the wrist of any woman."”
Excerpt from Bloomberg: “UK Prime Minister Andy Burnham exchanged messages with somebody impersonating one of Donald Trump’s closest advisers, according to people familiar with the matter.”
Excerpt from Bloomberg: “Corporate offerings reach almost $1.5 trillion year to date, up 36% from a year earlier.”
Excerpt from Bloomberg: “Trump Readies Unprecedented ‘Economic Isolation’ Plan for Iran Trump Reduces US-South Korea Military Drills Anthropic Revenue Surges to Over $11.5B in 2Q Goldman Says Markets Too Hawkish on Fed to Hike Rates US Retailers to Report Today Checking Consumer Health China’s Economic…”
Excerpt from Bloomberg: “"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's…”
Excerpt from Bloomberg: “The artificial-intelligence industry’s political machines battling each other over how to regulate the technology are trying a new tactic in Florida after fighting in primary elections across the US: joining together to make multimillion-dollar bets on the same candidate.”
Excerpt from Bloomberg: “The US president also hailed his “very good relationship” with North Korean leader Kim Jong Un”
Excerpt from Bloomberg: “An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.”
Excerpt from Bloomberg: “The dollar fell to its weakest level in three months as investors scaled back expectations for further Federal Reserve interest-rate increases following a run of softer US economic data.”
Excerpt from Bloomberg: “South Africa is taking over leadership of the Southern African Development Community with a push to deepen regional commerce, as the bloc’s own assessment shows it faces tepid economic growth, persistent trade barriers and declining industrialization.”
Excerpt from Bloomberg: “Ulvac Inc. shares plunged the most in more than seven years after the supplier of chip vacuum pumps gave an annual outlook that fell short of analyst estimates due to production constraints.”

Excerpt from TheStreet: “Vanguard brought T. Rowe Price Associates on board to manage portions of Vanguard Explorer, Vanguard Growth and Income, and the Vanguard Variable Insurance Fund Small Company Growth Portfolio. It is the first time T. Rowe Price has advised Vanguard, and the three funds together…”
Excerpt from Bloomberg: “Zambian security forces raided the home of the main opposition leader on the day of the presidential election, arresting 11 people after a shootout in what the authorities described as an investigation into an alleged plot involving foreigners.”
Excerpt from Bloomberg: “Scenarios that used to be the domain of sci-fi writers are coming true. We have machines that can talk. We have machines that are capable of ignoring the intent of their creators. And we have machines that are capable of planning and coordinating with other machines to deceive…”
Excerpt from Bloomberg: “Fighting between Israel and Iran-backed Hezbollah flared in Lebanon over the weekend, the latest setback in efforts to end parallel wars in the Middle East that have dragged on for almost six months and disrupted global markets.”

Excerpt from TheStreet: “It's "well worth the cost."”
Excerpt from Bloomberg: “Helen Jewell, CIO of fundamental equities international at BlackRock, says that portfolio diversification is key to riding out the volatile artificial intelligence trade. "It's so important that portfolios are constructed utilizing other parts of the market," Jewell tells…”
Excerpt from Bloomberg: “Robotera, a Chinese robotics startup backed by HSG and CDH Investments, is planning an initial public offering in Hong Kong, people familiar with the matter said, as a growing number of companies in the industry look to go public.”

Excerpt from TheStreet: “"Beautiful. Excellent quality," one shopper said.”
Excerpt from Bloomberg: “Shares of First Gen Corp., one of the Philippines’ largest renewable energy companies, closed on Monday with their biggest decline since February 2009, after its parent firm turned down an offer from KKR to buy additional shares and take it private.”

Excerpt from TheStreet: “For a price this good, it's not a hard purchase to justify.”

Excerpt from TheStreet: “Once a destination for some of the world's most selective luxury shoppers, an iconic retailer is facing one of the biggest turning points in its nearly two-century history. Years of financial losses and mounting challenges have put the business under serious pressure, with its…”
Excerpt from Bloomberg: “Alphabet Inc. is looking to raise about A$5 billion ($3.6 billion) in what would be its debut bond offering in Australia, people familiar with the matter said, as US tech firms binge on debt to fuel AI spending.”
Excerpt from Bloomberg: “Technology stocks lifted global equities after stellar revenue growth at Anthropic PBC bolstered the view that massive spending on artificial intelligence will be sustained. The dollar touched a three-month low.”
Excerpt from Bloomberg: “President Donald Trump told the Pentagon to “substantially reduce” joint military exercises with South Korea and indicated his decision to do so was driven by frustration the longtime US ally hadn’t provided more support for his war with Iran.”
Excerpt from Bloomberg: “As investors debate whether and when the Federal Reserve will raise interest rates, market expectations for further tightening are building around the world — and spelling trouble for bonds.”
Excerpt from GitHub: “利用 AI 大模型和自动化工作流,根据主题或关键词一键生成高清短视频。Generate HD short videos from a topic or keyword with an automated AI workflow.”
Excerpt from GitHub: “Open-source AI penetration testing tool to find and fix your app’s vulnerabilities.”
Excerpt from GitHub: “Production-grade Rust-native trading engine with deterministic event-driven architecture”
Excerpt from GitHub: “817 structured cybersecurity skills for AI agents · Mapped to 6 frameworks: MITRE ATT&CK, NIST CSF 2.0, MITRE ATLAS, D3FEND, NIST AI RMF & MITRE F3 (Fight Fraud) · agentskills.io standard · Works with Claude Code, GitHub Copilot, Codex CLI, Cursor, Gemini CLI & 20+ platforms ·…”
Excerpt from GitHub: “Hundreds of models & providers. One command to find what runs on your hardware.”
Excerpt from GitHub: “Open-source AI job search: scan job portals, evaluate listings with a structured A-F rubric into a 1.0-5.0 score, tailor your CV, track applications — runs locally in your AI coding CLI (Claude Code, Codex, OpenCode, Antigravity…)”
Excerpt from GitHub: “LLM inference server with continuous batching & SSD caching for Apple Silicon — managed from the macOS menu bar”
Excerpt from GitHub: “High performance self-hosted photo and video management solution.”
Excerpt from GitHub: “Meta-Framework of Spatiotemporal Composability”
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