According to CNBC, Brent crude rose to $92 a barrel after two tankers were reportedly struck in the Strait of Hormuz, while U.S. stock futures were lower across the board to start September. The note also said yields on the 10-year and 30-year Treasurys were climbing alongside crude prices. Among individual stocks, Robinhood was upgraded to buy from hold at Morgan Stanley, PG & E and Edison International were downgraded by Bank of America after California lawmakers advanced a wildfire bill, and Goldman Sachs added Vertex Pharmaceuticals and Viking Holdings to its U.S. conviction list. Citi raised its price target on Atlassian to $225 from $170 and put Howmet Aerospace on a 30-day upside catalyst watch after comments from Elon Musk, while Deutsche Bank initiated coverage of several AI hardware names and Bank of America lifted Microsoft's price target to $600 from $500.

According to CNBC, Harrison Street Asset Management said student housing demand remains strong overall, but market fundamentals are diverging across universities and regional markets as students return to campus. National pre-leasing across the Yardi 200 reached 89.1% in July ahead of fall move-ins, up from 88.1% in July 2025 but below August 2025 levels of 89.9%. Yardi said 117 of the 200 markets surveyed in July were at or above their year-earlier pre-leasing levels, though new supply is increasingly concentrated in large markets. Mike Gordon, Harrison Street's global chief investment officer for real estate, said the firm is highly constructive on student housing overall but not on every market. He said specialization has become more important as differences between university markets have widened because of funding cuts, enrollment trends and student demand. Gordon cited Michigan, UVA, UNC and other large public Power Four universities, and said many of the markets Harrison Street focuses on are operating at or above 95% occupancy. He also said housing supply has lagged enrollment growth at Virginia Tech, Auburn University and Penn State. Harrison Street said it has more than $24 billion allocated across 432 student housing properties since its launch in 2005, representing more than 238,000 beds across 200 university markets in North America and Europe. Earlier this year, the firm sold a 12-property student housing portfolio for $910 million.

According to Jin10, the Bank of Israel said second-quarter data partly reflected the economy's recovery in activity after it was affected by military action against Iran in the first quarter.

Stablecoin payments company Kast has launched KAST Business, a platform that combines business accounts, payment cards, cross-border transfers and yield-bearing balances on stablecoin rails. The company said the service lets businesses receive funds through fiat virtual accounts provided by regulated partners, deposit supported stablecoins and crypto, issue virtual cards and make local payouts in more than 20 currencies. Kast said the platform serves more than 170 countries, although availability varies by jurisdiction. According to Cointelegraph, the offering also includes up to 8% annual percentage yield on idle balances, which Kast said is generated through short-term US Treasurys and stablecoin yield, as well as up to 3% cashback on purchases. Kast said it is a financial technology company rather than a bank, with regulated services delivered through licensed partner institutions. The launch follows Kast’s $80 million raise in March at a reported $600 million valuation. The company said it planned to use the funding to develop products, secure licenses and expand across North America, Latin America and the Middle East. Kast later hired former US Securities and Exchange Commission adviser Stephanie Allen to lead policy communications as it prepared the business-platform rollout. The company said it has more than 1 million users and aims to onboard between 1,000 and 5,000 active businesses by the end of 2026.

US equity futures and global bonds fell as higher oil prices stoked inflation concerns and bets that central banks will raise interest rates in September, according to Bloomberg. Two oil supertankers were struck by projectiles while trying to leave the Strait of Hormuz. US Army Secretary Dan Driscoll resigned after clashing with Defense Secretary Hegseth. Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discussed risks and income opportunities in the fixed-income market.

According to Jin10, Israel's central bank said recent inflation has eased and the annual rate is below the midpoint of its 1%-3% target range.

Chile’s economic activity fell more than expected in July, posting its biggest monthly drop since 2022 after deadly rainstorms temporarily halted some mining operations, according to Bloomberg reported and the central bank’s main monthly gauge of activity.

Roku Inc. introduced its first self-branded smart TVs with organic light-emitting diode, or OLED, display technology, with prices starting at $999, according to Bloomberg. The new models are designed to deliver greater contrast and deeper black levels than Roku's earlier first-party TVs.

9月1日，51岁的约翰·特努斯（John Ternus）正式成为苹果第八任CEO。

8 月的一个周日晚上，一只美股在链上被买到了 132.64 美元。

Robinhood Chain的链上淘金运动愈演愈烈，股票Meme正在成为新的热门玩法，吸引越来越多市场资金和交易者关注。

分发优势、专有 AI 与链上清算，软件正在重塑未来银行业。

8 月 27 日周四收盘，PayPal 停在 61.47 美元，比 Stripe 和 Advent 开出的每股 60.50 高出将近一美元。

美债,非农就业,猛烈抛售全线溃败 全球债市发生了什么？ 金色财经,全球债券市场正经历近二十年来最猛烈的一轮抛售。

8月下旬的反弹由空头平仓启动，并获得ETF与现货资金承接；市场情绪已进入贪婪区间，但上方供给、资金流能否延续及矿业盈利修复的质量，仍将决定行情的持续性。

Polymarket is reportedly raising $1 billion at a $21 billion valuation, with an investment firm linked to Donald Trump Jr. expected to emerge as one of the prediction market’s biggest backers.

Strategy has resumed Bitcoin purchases after more than two months, buying 4,603 BTC for about $370 million at an average price of $80,318 per coin. The company now holds 845,050 BTC and has $6.71 billion in cash assets, while also repurchasing $152 million in STRC preferred shares.

它不是加密原生基金，却正在成为 Polymarket 融资背后最耀眼的基金之一。