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August 15th – Today (August 15th) marks the fourth National Ecological Day. The China Consumers Association today released the "China Consumer Green Consumption Guide (2026 Edition)". The guide focuses on the "3060" carbon peak and carbon neutrality target, using daily life as a foundation to help consumers increase their knowledge of green consumption, enhance their confidence in green consumption, and cultivate sustainable lifestyles. Based on my country's socio-cultural background and residents' daily life scenarios, the guide systematically proposes 50 action suggestions covering four major consumption areas: food, travel, energy, and daily necessities. These include advocating for the "Clean Plate Campaign," reducing the use of disposable tableware, promoting low-carbon travel, and encouraging prioritizing public transportation, cycling, or walking.
Artificial Intelligence: 1. Alibaba open-sources Qwen 3.8, with its large-scale model exceeding 3 billion downloads globally. 2. Oracle: The Jupiter Project, its AI data center park project, is progressing as planned. 3. Apple reportedly moves beyond simply "borrowing" resources, partnering with Alibaba to train a large-scale model specifically for the Chinese market. 4. Zhipu: Releases the GLM-5.3 model, demonstrating better performance in complex coding and long-term tasks. 5. The Dark Side of the Moon issues a solemn statement: Be wary of suspicious transactions; suspected illegal and criminal activities have been reported to the public security authorities. 6. Broadcom's stock price fell nearly 7% intraday on Friday, as the market focused on its financing model behind its AI infrastructure expansion. 7. Anthropic reported preliminary revenue exceeding $11.5 billion for the second quarter of 2026, while also reporting positive adjusted operating profit. Other: 1. Turkey plans to launch a lunar probe early next year. 2. South Korea's ICT exports grew by 140% in July, setting a new record for July. 3. Guangdong's first "Token Loan" was launched, with initial trial loans reaching 28 million yuan. 4. Goldman Sachs is reportedly in talks to participate in Nvidia's $500 billion AI funding round. 5. LG partners with Nvidia to launch a new generation of humanoid robots in the first quarter of next year. 6. Nvidia is reportedly scaling back its plan to provide $250 billion in guarantees for OpenAI data centers. 7. Yonhap News Agency: SK Group Chairman Chey Tae-won has appealed the verdict in his record-breaking divorce case. 8. SEC filings show that SoftBank Group has reduced its stake in TSMC by 71.5%, down to 565,000 depositary receipts.
August 15th - According to the UAE News Agency, Abu Dhabi National Oil Company (ADNOC) stated that one of its vessels was attacked while sailing in the Strait of Hormuz on the evening of the 14th. No casualties were reported. ADNOC is the UAE's state-owned oil and gas company. The UAE has recently claimed on several occasions that its vessels have been attacked while transiting the Strait of Hormuz. The UAE Ministry of Foreign Affairs issued a statement early on the 14th stating that two ADNOC oil tankers were attacked by Iran while transiting the Strait of Hormuz on the evening of the 13th.
August 15th - According to Indonesian rescue authorities, the earthquake has so far caused one death. The China Earthquake Networks Center officially measured a 7.7-magnitude earthquake at 5:58 AM on August 15th in the sea area near Flores Island, Indonesia (8.40°S, 121.40°E), with a focal depth of 20 kilometers.
1. The Finnish Defence Forces stated that Finland has established a temporary restricted zone for air and sea traffic in the eastern Gulf of Finland. 2. The Latvian Armed Forces stated that Latvia has ended its air threat alert after allied fighter jets shot down a drone in Latvian airspace. 3. A NATO military spokesperson confirmed that NATO allied warplanes were scrambled due to a drone entering Latvian airspace. 4. Russian Foreign Minister Lavrov stated that Russia will intensify its efforts to destroy all Western forces supporting the Kiev war machine. 5. The Russian Ministry of Defense reported striking trains carrying military equipment for the Ukrainian army in the Odessa, Zaporizhia, and Sumy regions. 6. The Russian Ministry of Defense reported that in the past 12 hours, Russian air defense systems shot down 221 Ukrainian fixed-wing drones in multiple regions and the Black Sea and Sea of Azov areas.
On August 15th, US President Trump claimed on the 14th that he would soon "declare the Strait of Hormuz as US territory" after "defeating Iran." In response to Trump's statement, Iranian Deputy Foreign Minister Gharibabadi stated, "The Strait of Hormuz cannot be controlled by a post, an aircraft carrier, an executive order, or a campaign speech. Iran is neither afraid of threats nor intimidated by military force." Ali Azmai, commander of the Iranian Islamic Revolutionary Guard Corps Navy, also stated on the 14th that the Strait of Hormuz remains closed and under the complete control of the Iranian military. "The actual situation should be seen on the ground, not in the statements of US officials."
Israel launched a new round of airstrikes on the southern Lebanese town of Almansouri.
Conflict Situation: 1. UNIFIL continues to monitor violations of Lebanese airspace. 2. US Central Command denies pushing for a new round of military strikes against Iran. 3. US Central Command: As of August 14, US Central Command forces had forced 62 merchant ships to divert, rendered 3 ships immobile, and boarded and inspected 2 ships to ensure compliance with blockade regulations. 4. Yemeni government forces claim Houthi rebels launched 6 ballistic missiles at the port of Mocha. 5. The Houthi-controlled Saba News Agency in Yemen, citing sources, reported that Houthi rebels used drones to attack Saudi Aramco facilities in Najran province, southern Saudi Arabia. 6. White House Press Secretary Levitt: We have more means to pressure Iran. The United States can continue to punish Iran and weaken its economy. 7. Trump: Will impose severe economic blows on Iran; doesn't care about damaging the Iranian economy before the midterm elections. 8. Trump: Will soon declare the Strait of Hormuz as "US territory." 9. US President Trump: The blockade of Iran is unstoppable; the blockade is an iron wall. 10. Iranian Deputy Foreign Minister Gharibabadi: The opening or closing of the Strait of Hormuz can only be decided by Iran, and it will not be intimidated by US threats or displays of force. 11. Iranian Foreign Minister Araqchi stated that no decision has been made on whether to resume negotiations with the US. Qatar and Pakistan are exchanging information with Iran as coordinators, but this does not mean that the US and Iran have entered into negotiations. Other matters: 1. The US denies reports of a surge in suicides following a brawl among sailors on the USS Lincoln. 2. Trump allows the US Navy to build ships overseas. 3. Kushner will visit Israel next week to discuss the Gaza peace plan. 4. US Treasury Secretary Bessenter: The US will implement "unprecedented" measures against Iran. 5. US media: The US military has lost at least 45 Reaper aircraft in the war against Iran, totaling over $1.3 billion. 6. Global Affairs Canada: Canada announces additional sanctions against Iranian individuals who obstruct navigation rights in the Strait of Hormuz and surrounding waters. 7. U.S. Energy Secretary Wright: 8 to 9 million barrels of oil pass through the Strait of Hormuz daily, and the U.S. has a record of the number of ships passing through the Strait daily. The U.S. is communicating and coordinating with every ship, and oil shipments through the Strait of Hormuz will continue to increase. U.S. escort and transport capabilities are also being enhanced.
On August 15th, local time, US President Trump, speaking at an event in Garden City, New York on the afternoon of August 14th, urged Americans to "accept higher gasoline prices" as "the price to pay to prevent Iran from acquiring nuclear weapons." Trump also stated, "After we defeat Iran... I will soon declare the Strait of Hormuz as American territory." The seriousness of his remarks remains unclear.
August 15th - According to the Wall Street Journal, sources familiar with the matter revealed that Nvidia and OpenAI are close to reaching a financing agreement to build a large data center campus in Ohio. However, the two parties have restructured the deal, with Nvidia initially only guaranteeing half of the multi-billion dollar expansion plan, instead of the full amount. The revised plan reduces Nvidia's financial guarantee from $250 billion to less than $120 billion. This adjustment is in response to investor concerns about the chipmaker's exposure as it leverages its balance sheet to boost demand for its AI chips. The agreement could be signed as early as this weekend. Under the framework currently under discussion, Nvidia will provide financial guarantees for the first phase (totaling approximately 5 gigawatts of power capacity), with subsequent phases and financing methods to be decided later. According to two people familiar with the project, OpenAI is still negotiating and plans to sign a binding lease for 10 gigawatts of capacity in the project within the next few days.
Indonesia's Geophysical Agency: The tsunami warning issued after the 7.7 magnitude earthquake has been lifted.
On August 15th, according to two people familiar with Anthropic's finances, the company projects revenue of approximately $190 billion to $200 billion by 2028. This projection significantly exceeds the $47 billion "annualized revenue" the company announced in May. Four sources stated that bankers and investors are using enterprise value multiples based on these projections. Using revenue multiples is common for high-growth software companies that haven't yet established a mature profit model. However, extending the projection period to two years in advance is unusual, reflecting the speed of Anthropic's business expansion and the difficulty of setting a valuation benchmark for a company still heavily investing in AI infrastructure.
Sources say Anthropic expects its revenue to reach $190 billion to $200 billion by 2028.
August 15 - A 7.7-magnitude earthquake struck off the coast of Flores Island, Indonesia, early on August 15, according to the Indonesian Meteorology, Climatology and Geophysics Agency (BMKG). No casualties have been reported so far. The BMKG stated that the epicenter was located 30 kilometers northeast of Mbai town in East Nusa Tenggara province, at a depth of 15 kilometers. A tsunami warning has been issued for the earthquake.
On August 15th, US President Trump confirmed on the 14th that the USS Lincoln aircraft carrier, whose long-term deployment to the Middle East has led to questions about living conditions and crew mental health, will be replaced. Speaking to reporters at Joint Base Andrews, Maryland, Trump said the USS Lincoln was "on or about to" depart and would be "replaced by another very similar ship." On the 13th, US sources reported that the US was preparing to send the USS George Washington to the Middle East to replace the USS Lincoln. When asked about growing concerns among the families of service members about the crew's safety, Trump said, "No, they aren't." He also stated that the USS Lincoln's deployment time of nearly nine months was "far too short."
The European-Mediterranean Seismological Centre has revised the magnitude of the earthquake in the Flores region of Indonesia from 7.4 to 6.9.
The European-Mediterranean Seismological Centre reports a 7.4-magnitude earthquake in the Flores region of Indonesia.
August 15th - Following the exposure of the pressure on the US Patriot interceptor stockpile during the Iraq War, defense companies such as Boeing, Lockheed Martin, Northrop Grumman, and Raytheon are racing to develop lower-cost, faster-producible missiles. In the past, the US defense industry continuously added advanced guidance and propulsion systems to missiles, resulting in a unit price exceeding $4 million and production cycles of several years. Now, the Pentagon is demanding that companies "change or be eliminated," hoping to counter cheap threats such as drones at a lower cost. Lockheed Martin has launched a low-cost version of the ACE interceptor, costing only about $2 million per missile, less than half the cost of the enhanced PAC-3 MSE; Boeing is developing an "ultra-low-cost" guidance head, planning to reduce its cost percentage; Northrop Grumman has launched the Strike Hunter system; and Raytheon is expanding the application of its Coyote low-cost anti-drone missile. The US Army states that not all targets require the most advanced and expensive interceptor systems. However, most low-cost solutions will still require several years before mass production.
Market news: Jane Street reported poor performance in July, with trading revenue showing its first monthly loss since 2016.
Market news: JaneStreet said in a memo to employees on Friday that its 2026 revenue "is down about 25% from its peak at the end of June".
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