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9/13
22:29
Samsung Electronics and SK hynix rejected a proposal from Korea Electric Power Corp. to prepay a combined 25 trillion won ($18.4 billion) in electricity bills for the next five years. The chipmakers informed the state-run utility of their decision after internal reviews found that committing such a large amount of cash upfront would be difficult to justify amid uncertainty over the longer-term semiconductor cycle, industry sources said Monday.
22:21
Bank of America's Chief Investment Strategist, Michael Hartnett, noted in his latest "Flow Show" report that record diesel prices, the 30-year U.S. Treasury yield surging to its highest level since 2007, and productivity concerns amid the AI boom are collectively creating stagflation risks for the autumn. He identified the Transportation ETF (IYT) as a key indicator to watch, stating that a break below its 200-day moving average support at 80 points would confirm a stagflation scenario. Hartnett emphasized that the diesel crack spread has hit a record $102 per barrel, with retail prices reaching $6 per gallon, representing the core pressure point for the real economy. Fund flow data shows that over the past three weeks, average weekly net inflows into U.S. equities were only $7 billion, a significant contraction from July, with U.S. stocks recording a net outflow of $14.2 billion. During the same period, global bonds attracted $17.5 billion, and cryptocurrencies saw inflows of $1.3 billion, with cumulative net inflows of $6.8 billion over the past six weeks.
22:14
The failed mutiny on August 29, which involved soldiers attacking an airbase, the presidential palace, and the national broadcaster, revealed President Abdourahamane Tiani's increased dependence on Russian support, including from the Russian Africa Corps, to counter threats from within his own security forces. The incident also highlighted internal grievances within the Nigerien army, stemming from significant casualties among front-line soldiers and discrepancies in deployment and remuneration compared to senior officers. Furthermore, the mutiny tested the cohesion and operational capabilities of the Alliance of Sahel States (AES), as fellow member states Mali and Burkina Faso remained largely unreactive until the rebellion was neutralized.
22:09
China's economy is moving into a period that could determine the course of stimulus through the end of the year, as consumers remain gripped by malaise despite signs of stabilizing growth.
22:09
Chevron Corp.’s Australia president stated that liquefied natural gas prices, which have surged since the start of the US-Iran war, are unlikely to drop in the short term.
22:01
Qatar is stepping up efforts to attract Chinese companies as the conflict involving Iran disrupts trade routes in the Gulf, adding urgency to a broader push by Chinese businesses to diversify supply chains and establish operations closer to customers. Sheikh Khalifa bin Salman Al Thani, CEO of Qatar-based logistics solutions company WareOne, noted that supply chain diversification is a global trend.
21:56
The rapid expansion of data centers, driven by India's push to become an AI hub, is increasing the bankability of battery-backed solar and wind projects, as data center companies are willing to sign long-term power contracts.
21:45
Singapore Exchange Ltd. is preparing to offer its cryptocurrency perpetual futures to US institutions, making it the first major traditional exchange to bring one of crypto’s favorite trades into the mainstream. This move follows Trump’s push for crypto adoption.
21:40
Experts note that the institutionalization of prediction markets is eroding the edge of skilled traders. According to an academic paper analyzing $13.76 billion in Polymarket trades, roughly 27% of dollar profits were captured by just 3% of consistently skilled accounts. As more institutions enter, competition intensifies, and the proportion of traders with an edge is expected to shrink from 3% to potentially below 1%.
21:31
According to data from China's National Bureau of Statistics, in early September 2026 compared to late August, among the 50 important means of production in 9 categories across the national circulation sector, prices for 37 products rose, 9 fell, and 4 remained unchanged.
21:29
Musk retweeted a post from user @cb_doge, which recounted the first flight of SpaceX's Falcon Heavy rocket on February 6, 2018, when it launched Musk's Tesla Roadster into space and successfully recovered two boosters. The post noted that eight years later, the Roadster is still flying in space.
21:28
Musk retweeted a post from user @iam_smx, which quoted Musk's statement from eight years ago: "AI is far more dangerous than nukes." The post further elaborated that Musk has been warning about AI risks for years while simultaneously pushing for its development, emphasizing the need to slow down development if necessary to ensure safe and responsible AI. Musk stated that AI is far more dangerous than nuclear bombs, and just as no one would allow the arbitrary creation of nuclear bombs, the same should apply to AI.
21:28
Asian equities broadly opened lower on Monday, impacted by AI giants' calls to slow the pace of frontier model development and renewed inflation concerns fueled by soaring oil prices. South Korea's KOSPI index fell over 3%, with SK Hynix down more than 5% and Samsung Electronics down over 3%. Japan's Nikkei 225 index extended its decline to 2%, and SoftBank's stock plunged 11%.

In energy markets, Brent crude rose over 3% to $107.99 per barrel, as Saudi Arabia shut down a key oil pipeline and Oman postponed a meeting with Iran and other countries originally scheduled for today, intensifying market concerns about the inflation outlook. Swap market pricing indicates that the probability of the Federal Reserve raising interest rates this Wednesday has exceeded 90%.
20:50
Bloomberg analysts suggest that calls from AI executives to slow down technology development are likely to weigh on chipmaker and supply-chain stocks in the near term.
20:27
Musk retweeted a post from user @wmorrill3, who stated they had named their Grok bot "Jane" and looked forward to communicating with it subvocally like the sci-fi character Ender, or at least achieving the verbal two-way communication found in the Grok app. The user pointed out that the current Grok bot requires manual recording start and stop, and only replies with text, making the experience "clunky." They suggested bringing the Grok app's excellent conversational flow capabilities to the Grok bot.
20:24
The benchmark Korea Composite Stock Price Index (KOSPI) opened down 217.3 points to 6,692.61 on Monday. This decline occurred as geopolitical uncertainties in the Middle East pushed up oil prices, bucking advances on Wall Street. On Friday, US stocks closed higher on reports that Gulf diplomats and Iranian officials might hold a meeting Monday to discuss plans to reopen the Strait of Hormuz without US participation.
20:00
The analyst noted that ServiceNow's AI product annual contract value (ACV) has exceeded $1 billion, making it one of the company's fastest-growing businesses. The company stated in Q4 2025 that the net new ACV for its generative AI product line, Now Assist, more than doubled year-over-year. ServiceNow management's 2030 targets, set at the financial analyst day in May, include subscription revenue exceeding $30 billion, with 30% of ACV coming from AI, implying that AI business ACV will well exceed $3 billion by then.
19:59
CNBC host Jim Cramer called Akamai Technologies (AKAM) stock a "terrific buy," citing the company's shift from content delivery network (CDN) business to high-margin cybersecurity and cloud services, particularly AI computing power leasing. Akamai has signed multi-year cloud service contracts totaling over $2.8 billion in 2026, including a $1.8 billion, seven-year contract with Anthropic and a $600 million, four-year contract with a U.S. robotics company. The company's Q2 revenue was $1.1 billion, up 5% year-over-year; security revenue was $604 million, up 10% year-over-year; and cloud infrastructure revenue was $99 million, up 39% year-over-year. Adjusted earnings per share were $1.59, down 8% year-over-year. Following the earnings release, Akamai's stock price rose by approximately 12%, with a year-to-date gain of about 30% in 2026.
19:54
Earth observation satellite company Planet Labs (NYSE: PL) achieved 26% year-over-year revenue growth in fiscal year 2026 and generated positive operating cash flow of $134 million for the first time. The company also secured a significant nine-figure contract with the Swedish Armed Forces, further solidifying its strategic transformation in high-value defense and intelligence contracts. Despite this, the company still recorded a net loss of $247 million in fiscal year 2026.
19:51
CNBC's Jim Cramer expressed skepticism regarding Anthropic CEO Dario Amodei's "slowdown manifesto," though he acknowledged Amodei's points about spending curbs could affect many stocks. Cramer also put forth an action plan in response to these concerns.

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