PIMCO fund manager Emmanuel Sharef said the next winners from the AI boom are unlikely to come from crowded U.S. mega-cap technology stocks and are instead in Asia, including equipment suppliers, Chinese financial stocks, and healthcare shares. According to Sina Finance, he said PIMCO remains overweight Asia because earnings growth is strong and the region is investing in companies further down the AI supply chain. Sharef manages PIMCO's flagship $19 billion 60/40 Strategy Balanced Income and Growth Fund, which has outperformed 97% of peers over the past three years. He said the fund is underweight most hyperscale data center operators and most of the Magnificent Seven because valuations are too high. Sharef also said AI-related capital spending is enormous, which means demand should rise sharply for chip semiconductor components, cooling equipment, cable interconnects, optical equipment, power supplies, construction equipment, metals, and other materials needed to build data centers. According to Sina Finance, PIMCO has also been increasing its investment in biotechnology and life sciences steadily over the past 18 months.

Indonesia's Forestry Ministry said on Friday that fires broke out in concession forest areas belonging to five companies in West Kalimantan, and the government has suspended their forest management permits (PBPH). According to Sina Finance, the companies are Mahkota Rimba Utama, Hutan Ketapang Industri, Mayawana Persada Mas, Duta Andalan Sukses, and Wana Lestari Jaya, and they have also been ordered to carry out ecological restoration in the affected areas. The five concession areas burned across a combined 2,569 hectares, with Mahkota Rimba's forest area hit the hardest at 1,276 hectares. The ministry had previously penalized another six companies in the Kalimantan region.

State-owned power financier REC Ltd. is seeking investor bids for as much as 5 billion rupees ($53 million) of tokenized bonds, according to Bloomberg. The sale would be India’s first tokenized bond issuance and could help boost liquidity in the debt market.

U.S. Treasury yields edged lower on Friday as investors awaited the latest nonfarm payrolls and unemployment data. According to Sina Finance, the 10-year Treasury yield held at 4.7541%, the 2-year yield stayed at 4.3390%, and the 30-year yield was at 5.2328%. Traders are watching the August nonfarm payrolls report and unemployment rate, due at 8:30 a.m. U.S. Eastern Time. Economists expect August nonfarm payrolls to rise by 56,000, after July unexpectedly fell by 23,000, while the unemployment rate is expected to remain unchanged at 4.2%. The report also said U.S. private employers added 38,000 jobs in August, below the market forecast of 47,000. Investors are also focused on a series of inflation data due next week for clues on the Federal Reserve's September 15-16 policy meeting. U.S. Vice President JD Vance on Thursday publicly called on the Federal Reserve to cut interest rates, saying it would help improve housing affordability.

Ben Delo gave Reform UK £4 million ($5.4 million) in April, accounting for about three-quarters of the party’s £5.55 million ($7.5 million) donations in Q2 2026. The BitMEX co-founder has now donated £8 million ($10.8 million) to Reform this year, as another major crypto-linked donor, Christopher Harborne, made no contribution during the quarter.

Lighter究竟是什么？有何过人之处？现在有多强？Robinhood为Lighter带来了什么？

Nvidia's equity investment portfolio reached $99 billion as of July 26, up sharply from about $7 billion a year earlier and about $2.2 billion two years earlier. According to Sina Finance, the company said the investments are intended to expand its ecosystem, uncover growth opportunities, and strengthen its competitive position. The article said Nvidia has invested across frontier AI labs, cloud providers, and infrastructure companies, including OpenAI, CoreWeave, and Nebius. It also said Nvidia committed more than $40 billion in 2026 and that its equity stakes have made it one of the world's largest strategic investors in technology companies. According to Sina Finance, Nvidia said it has invested nearly $50 billion in multiple frontier AI labs and participated in OpenAI's $110 billion financing in February, investing $30 billion. It also said Nvidia invested $2 billion in CoreWeave in January and $2 billion in Nebius in March. CCS Insight research director Ian Fogg said Nvidia wants customers and partners to thrive so they can generate ongoing business for the company. Forrester chief analyst Naveen Chhabra said Nvidia is using direct funding to help AI infrastructure backers, specialized cloud providers, and foundation model labs buy Nvidia GPUs.

According to Jin10, euro area retail sales fell 0.6% month on month in July, compared with expectations for a 0.3% increase and a prior reading revised from -0.3% to 0.2%.

Nouriel Roubini said he is not worried about the bond selloff, saying the main driver of higher yields is optimism over the gains from the artificial intelligence boom, according to Bloomberg.

According to Sina Finance, Bank of America said all major asset classes saw inflows this week, with money market funds and bond funds absorbing the bulk of the money. Citing EPFR Global data, it said money market funds took in $30 billion in the week through September 2, bond funds drew $18.3 billion, gold attracted $3.2 billion, stocks received $16.1 billion, and cryptocurrencies saw $500 million in inflows. Bank of America also said cryptocurrencies recorded $5.5 billion in net inflows over the past five weeks, the highest since October last year; stock inflows were the lowest in nine weeks; technology stocks saw $1.5 billion in outflows, the largest since June; and financial stocks posted outflows for a fifth straight week, totaling $900 million. Led by Michael Hartnett, the strategists said the sharp rise in the yen suggests a policy panic is emerging, and that policies designed to sustain nominal macroeconomic prosperity and an asset-price bull market imply continued bullishness on commodities and gold as hedges against currency debasement. In regional flows, U.S. stocks saw inflows for a third straight week at $15.6 billion, European stocks drew $1.2 billion for a second consecutive week, Japanese stocks attracted $200 million for a tenth straight week, and emerging markets again saw outflows of $11.9 billion. In fixed income, investment-grade bonds drew inflows for a 22nd straight week at $9.2 billion, high-yield bonds returned to inflows with $1.5 billion, U.S. Treasuries saw inflows for a tenth straight week at $6.2 billion, emerging-market bonds drew $1.1 billion for a fifth straight week, and bank loans posted outflows for the first time in 13 weeks at $600 million.

算力,人工智能,GPT-6上新 却导致大模型集体宕机？ 金色财经,模型能力越来越强，并不等于服务永远在线。

Meme,想买狗 先买英伟达：币股 Meme 是牛市发动机吗？ 金色财经,想买一只狗币，得先买英伟达的股票。

Robinhood Chain最近成为链上市场的新热点。

A crypto scam operation allegedly run like a full-scale business in Kyiv has been dismantled by Ukrainian authorities after targeting victims across more than 20 countries with fake investment platforms and a wallet-draining scheme.

Utah’s SB 73 is now enforceable, requiring adult websites to verify the age of users physically in the state even when they use VPNs to hide their location. The law also bans websites from helping users bypass age checks and allows fines of up to $2,500 per violation, while VPN providers say they will not change their services.

未来十年只需要保证，长期持有一部分黄金、BTC和优质生产性资产，同时控制杠杆、避免过度暴露于长期名义债权，就已经足够了。

未来链本身可能越来越少被当成一个独立产品，用户也不必关心自己到底在用哪条链，区块链最终可能只是后台的一部分。

A tiny Chinese mushroom seller suddenly became one of the most explosive stocks on Nasdaq after a crypto frenzy built around a token carrying its ticker spilled into the traditional market.