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MACROPutin's Kuril visit shuts down Japan's territorial argumentCRYPTORiot Platforms' $9.1 billion Anthropic deal reframes what a Bitcoin miner is worthEARNINGSCisco beats estimates and still loses the marketEARNINGSJuly CPI lands on target as CoreWeave signals booming Nvidia demandMACROSusan Collins leaves September rate rise on the table while flagging lower-income strainREGULATORYApplied Aerospace & Defense (AADX) reports record Q2 2026 revenue but $154 million net loss complicates the IPO storyMACROPutin's Kuril visit shuts down Japan's territorial argumentCRYPTORiot Platforms' $9.1 billion Anthropic deal reframes what a Bitcoin miner is worthEARNINGSCisco beats estimates and still loses the marketEARNINGSJuly CPI lands on target as CoreWeave signals booming Nvidia demandMACROSusan Collins leaves September rate rise on the table while flagging lower-income strainREGULATORYApplied Aerospace & Defense (AADX) reports record Q2 2026 revenue but $154 million net loss complicates the IPO story
Front Page/News/Markets
MarketsJuly 8, 2026

IMF raises inflation projections as Trump declares Iran ceasefire is over

Inflation has not gone away. The International Monetary Fund raised its global price growth projections and warned that the threat to the world economy looms large. The case for taking that warning seriously got harder…

ByInes Ferreira
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ft.com

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Editorial. NewsNovo is independent. Nothing in this article is investment advice; treat figures and quotations as starting points for your own research.

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Nvidia enters the open model market with Nemotron 3.5 Lightning as Nemotron 4 reportedly takes shape

The case for Nvidia (NVDA) as a hardware vendor sits in tension with its newest product. The company has launched Nemotron 3.5 Lightning, an open model, and is reportedly building a larger

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Nvidia has overtaken inflation data as the top driver of market sentiment, Nomura finds

Market participants now treat Nvidia as a more meaningful signal for broader market direction than inflation data, according to Nomura. That reordering is notable. It puts a single stock above the ec

Jonah Berg · 2 min read

Markets
03

AI credit spreads signal stress far beyond a routine sector bet

AI-related investment-grade dollar credit spreads are widening sharply against non-AI peers, Goldman Sachs Sales and Trading (GS) reports, and the gap has grown to more than four times its historical average

Naomi Osei · 2 min read

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Updated August 13, 2026

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