Germany August Ifo business climate index 89.0 vs 88.6 expected

Stablecoins surge 22% to $250B, driving US Treasury demand. Tether & Circle lead, backed by T-bills. Market may hit $4T by 2035.

Thailand's July exports surged 11% on U.S. tariff rush, but expect slowdown. Trade surplus widens.

Metaplanet joins FTSE Japan Index, boosting BTC treasury to 18,991 BTC. Passive flows may add capital, but risks of BTC volatility remain for investors.

Semis surge 14.1% vs S&P 500's 8.6%. HIMX revenue down 3.5%, MTSI up 15.8%, MU up 36.4%. Watch valuations!

AMCX, RVTY, DXC show declining sales & profits. AMCX trades at 2.4x P/E, RVTY at 17.8x, DXC at 4.6x. Low vol, low growth.

FTAI Aviation (+26.3%) shines with 41% revenue growth & strong EPS gains. CGNX (+31.4%) faces muted growth & shrinking margins. PODD (+14.9%) shows steady growth & expanding FCF.

WDAY's 16.4% revenue growth lags; WSC's EPS contracted 10.1%. VNT faces capital intensity issues. High beta stocks demand caution.