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ORTEX estimates short sellers in Moderna (MRNA.O) faced about $4.8 billion of unrealized losses after the stock rallied to $159 on Wednesday.

2026-08-19

ORTEX estimates short sellers in Moderna (MRNA.O) faced about $4.8 billion of unrealized losses after the stock rallied to $159 on Wednesday.

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2026-08-19

Pennsylvania Governor Josh Shapiro issued an executive order tightening data center approvals: projects must obtain local government sign-off before seeking state permits, meet water‑conservation standards, assume incremental electricity costs and se

Pennsylvania Governor Josh Shapiro issued an executive order tightening data center approvals: projects must obtain local government sign-off before seeking state permits, meet water‑conservation standards, assume incremental electricity costs and secure their own power supply. The order responds to a surge of projects and local community complaints. New York has moved to pause major data center environmental permits for up to one year; Texas Governor Greg Abbott, previously pro-growth, has paused some new approvals and launched a review. States cite mounting electricity, environmental and community pressures amid rapid AI investment.
2026-08-19

International 1. Mizuho Securities expects the Bank of Japan to accelerate its interest rate hikes. 2. HSBC: The Bank of Japan may raise interest rates in September, supporting the yen. 3. Bank of America: Optimism about the European market has re

International 1. Mizuho Securities expects the Bank of Japan to accelerate its interest rate hikes. 2. HSBC: The Bank of Japan may raise interest rates in September, supporting the yen. 3. Bank of America: Optimism about the European market has returned to pre-Iran war levels. 4. ING: If the market digests expectations of a UK interest rate hike, the pound may fall further. 5. Deutsche Bank: The UK labor market is stagnant; the Bank of England is expected to remain on hold. 6. Danske Bank: Expects the Federal Reserve to raise interest rates twice. Domestic 1. Huatai Securities: Tightening supply and demand in spandex is expected to improve industry prospects. 2. Huatai Securities: Existing commercial real estate is facing a window for institutional revaluation. 3. CITIC Securities: Themes such as new computing power technologies, micro-disk crossover, new power supply architecture, and lithium batteries are expected to gain momentum. 4. CITIC Securities: The decline in new home sales narrowed in July; new policies in Beijing are expected to boost the real estate market. 5. CITIC Securities: We recommend continued attention to computing power services, domestically produced chips, and supernodes. 6. CITIC Securities: Policies are being implemented intensively, and the construction of zero-carbon industrial parks has been fully launched. 7. CITIC Securities: We recommend focusing on leading third-party DPU suppliers. 8. Huatai Securities: We are optimistic about the continued expansion of global market share by leading Chinese apparel cross-border e-commerce companies with end-to-end supply and demand closed-loop capabilities.
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