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Today · 2026-08-08 · Sat

Benchmark: Look at the AI-driven EDA outlook and give new ideas and Cadence a "buy in" rating

On 16 July, Benchmark recently launched a study on the EDA flagship neo-thinking technology and Cadence Design Systems, which were given “buy-in” ratings. Artificial intelligence development, increased semiconductor design complexity and robust industry fundamentals will generate strong long-term demand for the enterprises concerned. Benchmark has set a target price of $570 for neosynthetics and $450 for Cadence, both of which have considerable scope over recent stock prices。

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The Speaker of the U.S. House plans to vote next week on a temporary spending bill

ON 16 JULY, THE SPEAKER OF THE UNITED STATES HOUSE OF REPRESENTATIVES, MIKE JOHNSON, INDICATED THAT HE PLANNED TO SUBMIT A CONTINUING RESOLUTION (CR) TO THE HOUSE OF REPRESENTATIVES NEXT WEEK TO FUND THE GOVERNMENT TO VOTE, THUS OPENING THE WAY FOR A FUNDING BATTLE BEFORE THE 30 SEPTEMBER DEADLINE. ON THURSDAY MORNING IN NEW YORK, JOHNSON (REPUBLICAN, LOUISIANA), REFERRING TO THE ONGOING RESOLUTION, SAID: “THIS IS THE CURRENT PLAN”. CONGRESS WILL NEED TO FUND THE GOVERNMENT BEFORE THE END OF THE FISCAL YEAR, OTHERWISE IT WILL FALL BACK ON THE RUN-UP TO THE MID-NOVEMBER ELECTIONS。

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MORGAN STANLEY'S E*TRADE ON-LINE SPOT-ENCRYPTED TRANSACTIONS IN SUPPORT OF BTC, ETH AND SOL

Morgan Stanley's E*TRADE announced that it had completed the encryption of cash transactions and that eligible customers could now buy, sell and hold Bitcoin (BTC), ETH and Solana directly through the E*TRADE platform. E*TRADE indicates that current spot transaction fees in encrypted currency are valued at 50 basis points (50 bps) and that the asset transfer function is expected to be rolled out later this year。

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Visa launched a stable currency service platform to plan for capacity to pay in the open chain

The global payment giant, Visa, is accelerating the deployment of a stable currency infrastructure, introducing a stable currency service platform, Visa Stablecoin Platform, and helping banks and financial technology companies to access the existing payment and financial management system with a stable currency capacity to pay. It is known that the platform aims to provide stable currency service support to some 15,000 financial institutions and over 200 million businesses worldwide in Visa, enabling enterprises to use United States dollar stabilization currency in traditional payment networks for settlement, money flow and financial management。

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The Silver CEO joined the bank executives who warned "Mythos" AI risks

On 16 July, Brian Moynihan, Chief Executive Officer of the United States Bank, joined a group of Wall Street leaders to share the serious concerns raised by artificial intelligence models such as “Mythos”, developed by Anthropic. “This represents a significant change in the workload, but also relates to the speed at which these tools affect system loopholes and how quickly we must respond. "Moynihan says. In recent months, the rapid evolution of artificial intelligence models has prompted the financial industry and the United States Government to assess potential threats. Anthropic claims that the Mythos model, which was launched earlier this year, performed well in identifying system loopholes. The Bank of America is one of Wall Street agencies authorized to use Mythos and uses the model to test its own systems and share information with peers. Currently, the model is not yet open to the public; Jamie Dimon, Chief Executive Officer of Chase Morgan, warned earlier this week that wide public access to the system was as dangerous as “the handing over of ballistic missiles to individuals”。

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THE IMF URGED BRITISH PRIME MINISTER-DESIGNATE BURNHAM TO AVOID A FINANCIAL RUN-OFF, CLAIMING THAT THE DAMAGE TO BRITISH DEBT FOLLOWING THE CRISIS IN TLAX REMAINED

ON 16 JULY, THE INTERNATIONAL MONETARY FUND (IMF) WARNED BRITISH PRIME MINISTER-DESIGNATE ANDY BURNHAM THAT THE 2022 LIZ TRAS BUDGET CRISIS HAD CAUSED PERMANENT WOUNDS AND MADE THE BRITISH TREASURY MARKET MORE SENSITIVE TO BRITISH FISCAL POLICY. ACCORDING TO THE IMF, THE BOND MARKET WAS “INSTITUTIONALLY TRANSFORMED” AFTER THE MINI-BUDGET CASE OF FORMER PRIME MINISTER TRAS NEARLY FOUR YEARS AGO TRIGGERED MARKET VOLATILITY. AT THAT TIME, THE TARAS PLAN TO RAISE SPENDING AND REDUCE TAXES, WITH AN UNKNOWN SOURCE OF FUNDING OF TENS OF BILLIONS OF POUNDS, WAS EVENTUALLY WITHDRAWN AFTER STRONG INVESTOR OPPOSITION。

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The Oracle founder was charged with dealing with the "corruption" Warner brothers of Trump

On 16 July, a shareholder sued Larry Erison (founder of Oracle), his son David Erison and other members of the Board of Directors of Paramount Skydance Corp., in an attempt to prevent his $110 billion acquisition of the WBD. The lawsuit alleges that the father and son of Allison had entered into an illegal deal with the President of the United States, Trump, and promised to provide “illegal private interests” to remove federal regulatory barriers, including the possible dismissal of CNN's news anchor。

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SpaceX's first outburst has been on the market since it almost went back

On 16 July, according to Omega, SpaceX, a United States space exploration technology company, traded for more than a month in the United States, and in the recent past, stock price fluctuations have become more pronounced, with the 15-day time of trading, and again, for the first time since the market, the price of $135 per share dropped. On 15 local time, SpaceX once fell to $132.15 per share, lower than its issue price of $135 and recovered to $135.27, down 0.6 per cent from the date of the previous transaction, falling on the fourth consecutive day of the transaction, almost backsliding the full increase since it was on the market. The analysis indicated that the market was being cautious about the costs and returns of building in the area of artificial intelligence, that the future of XAI under SpaceX was being questioned, and that the imminent end of the stocklock was adding further downward pressure. The data show that SpaceX had reached a maximum of $225.64 since its listing on 12 June。

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The American-Israeli alliance is “structural cracks”

Israel's former Ambassador to the United States, Alon Pinkas, stated that the United States Vice-President, JD Vance, had publicly criticized Israel's “unprecedented severity” of its statements to undermine the negotiations between the United States and Iraq. Pinkas stated that “never before has the incumbent United States Vice-President publicly accused Israel of launching a campaign aimed at undermining United States policy. In the past, despite differences and frictions, it is truly unprecedented that the Vice-President has so intensely, clearly and openly opposed Israeli lobbying pressure against the United States.” Pinkas notes that this incident shows that the United States and Israel are not in agreement. He added that the growing friction between allies around the war against Iraq was extremely worrying from the Israeli perspective and reflected the “structural transformation” of relations between the two countries. Equally unprecedented was the vote by half of the Democrats in favour of ending aid to Israel. Asking anyone in the Washington community two years ago would have asserted that it was impossible — but the result clearly mirrored the dramatic turn of Democrats. Of the 212 Democrats in the House of Representatives, 103 voted in favour of the cancellation of Israel ' s $3.3 billion annual aid. Only one Republican followed the Democratic Party to vote in favour. The real focus, therefore, is on how Trump will respond. He was believed to have spoken to Israeli Prime Minister Netanyahu last week, saying that it was time for the Israeli army to withdraw from Lebanon and Syria. The Israeli Defence Minister then publicly refused to withdraw. How will the White House play a card in the face of this position, which is tantamount to blatant defiance of the President's will? The answer may soon be revealed. Kim Xian

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Media: Israel will produce its own version of “Joint Direct Attack Ammunition” within two years

ON 16 JULY, ACCORDING TO THE JERUSALEM POST, ISRAEL EXPECTS TO ACHIEVE, WITHIN TWO YEARS, BULK PRODUCTION OF ITS OWN VERSION OF THE JDAM BOMB, WHICH WILL COMPLETELY CHANGE ITS OPERATIONAL CAPABILITY. ON THE INSTRUCTIONS OF THEN-DEFENCE MINISTER YOAF GARRANT AND ON THE RECOMMENDATION OF THE JACOB TURKEL COMMISSION, ISRAEL BEGAN INCREASING ITS OWN BOMB PRODUCTION AT THE END OF 2024. IN PREVIOUS DECADES, ISRAEL HAD RELIED HEAVILY ON THE UNITED STATES FOR SUCH SUPPLIES, PARTICULARLY DURING TIMES OF CRISIS. EARLIER, IN MAY 2024, THE BIDEN GOVERNMENT IMPOSED A PARTIAL ARMS FREEZE ON ISRAEL BECAUSE OF ITS DISAGREEMENT OVER THE IDF INVASION OF RAFAH IN THE GAZA STRIP. THE ORIGINAL IDEA WAS TO GIVE ISRAEL GREATER AUTONOMY IN THE PRODUCTION OF SO-CALLED “DUDS”. BUT THIS IS ONLY THE BEGINNING OF A PROCESS OF GREATER ISRAELI OWNERSHIP OF WEAPONS PRODUCTION, PARTICULARLY IN THE AREA OF AMMUNITION, WHICH ACCELERATED AND EXPANDED SIGNIFICANTLY BETWEEN 2025 AND 2026, AND EVENTUALLY SHIFTED THE FOCUS TOWARDS THE PRODUCTION OF “SMART BOMBS” SUCH AS JDAM。

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