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9/8
00:42
Apple is reportedly negotiating a 3-5 year long-term supply agreement for NAND flash memory with Kioxia, potentially without a price cap, signaling a rare shift in its procurement strategy.
According to the Korean "Economic Forum" on September 8, Apple is negotiating a 3-5 year long-term supply agreement for NAND flash memory with Japan's Kioxia, which may not have a fixed price cap. This move marks a rare 180-degree shift in Apple's procurement strategy, from the traditional "price suppression + multi-source" model to "volume lock + long-term contract," in response to AI's squeeze on storage capacity, which is leading to a fundamental shift in pricing power in the storage chip market. Market observers believe that this move may mean that the peak height and duration of this storage cycle could exceed traditional expectations.
00:37
Research shows that "Apollo Premium" adds about one percentage point to the borrowing costs of its portfolio companies due to its poor reputation with creditors.
00:36
A Saudi-led coalition spokesperson stated that Houthi attacks have injured 73 Saudi civilians.
Major General Turki Al-Maliki, spokesperson for the Saudi-led coalition in Yemen, stated on Tuesday that recent Houthi attacks on southern Saudi provinces have injured 73 civilians, including women and children. He noted that the targets of these attacks included civilian and economic facilities in Abha, Khamis Mushait, Jizan, and Najran. Al-Maliki described these attacks as a "dangerous escalation" and warned that the coalition would take "all necessary actions" to counter the threat.
00:32
Hedge fund Millennium seeks tax deal to boost Geneva presence
The hedge fund Millennium is seeking a tax deal to boost its presence in Geneva, as Swiss cantons are locked in competition to woo high-net-worth individuals.
00:27
Ethereum aims for quantum-safe L1 by 2029, with the Hegotá upgrade introducing account abstraction and censorship resistance.
00:26
Arm unveils Mali G2-Ultra NX GPU with integrated neural accelerator, boosting performance by up to 14%.
Arm launched its second-generation Compute Subsystem for Mobile (CSS for Mobile 2) at its annual conference in Shanghai. The new Mali G2-Ultra NX GPU, integrated into CSS for Mobile 2, features a dedicated Neural Network Accelerator, achieving up to 4x performance per watt improvement for neural graphics workloads and up to 14% improvement for non-AI gaming performance. Games such as NetEase's "Where Winds Meet" and Tencent's "Arena Breakout: Infinite" will be among the first to integrate Arm's neural network technology.
00:17
Financial Times: Bankers for Anthropic and OpenAI are pushing for the two companies to secure top-tier credit ratings post-IPO, aiming to unlock cheaper financing for both the AI labs and their infrastructure partners.
00:16
Financial Times: Global Debt Interest Payments Hit $2 Trillion, Exceeding Defense Spending in Many Countries
The Financial Times reported that global annual interest payments on debt have reached $2 trillion, with many countries, including the United States, France, and the United Kingdom, now spending more on debt servicing than on defense.
00:16
FT: AI is ushering in an era of mass toe-treading at work, blurring occupational boundaries and harming collaborative culture
00:16
Offshore RMB borrowing (Dim Sum bonds and Panda bonds) issuance has exceeded $146 billion year-to-date, reaching a new historical high.
00:16
18 Maritime Authorities Say Global Shipping Rules Are Collapsing
Eighteen maritime authorities state that global shipping rules are collapsing due to wars and the growth of the shadow fleet, which is causing a 'structural shift' in global trade.
00:10
Canada's retaliatory tariffs on US goods, valued at $20 billion, have come into effect, with rates ranging from 15% to 50%.
Canada's retaliatory tariffs on U.S. imports came into effect at 00:01 AM ET on Tuesday (September 8), a move aimed at matching, dollar-for-dollar, the tariffs previously imposed by the U.S. on Canadian goods. The tariffs cover over 700 products, including steel, home appliances, agricultural equipment, and dairy products, with rates ranging from 15% to 50%. The Canadian government stated it would launch a C$5.42 billion support program to assist affected small and medium-sized enterprises and workers.
00:06
HSBC warns global markets' resilience to shocks may not last, citing higher corporate taxes and private debt as key risks
HSBC strategists noted in a report on Monday that while markets have shrugged off numerous shocks in recent years, this resilience could be broken by several developments. Key risks include higher corporate taxes, a renewed rise in private-sector debt, a shift in the relationship between stocks and bonds, and a potential withdrawal of central-bank support. Deutsche Bank echoed this sentiment in its own report, questioning how long the endurance of risk assets can last against stagflationary shocks.
00:06
Elon Musk retweeted his mother Maye Musk's post about the Tesla Cybercab, in which she expressed a preference for a two-seater design.
Maye Musk tweeted that during her eight years living in Los Angeles, she mostly drove her Tesla Model S alone, so a smaller, safer, self-driving two-seater car would be fantastic.
00:06
The Japanese Yen rose to 152.89 against the US Dollar during Tuesday's trading, its highest level since February, bringing its cumulative gain for the month to 4.2%.
The Japanese Yen leads the G10 currencies in gains, as market expectations for a Bank of Japan (BOJ) rate hike intensify. A report released by the Japanese government on Tuesday showed that second-quarter economic growth exceeded expectations, and wage growth in July reached a nearly 30-year high, providing support for a BOJ rate hike at next week's meeting.
00:06
The KOSPI surged 2.1% on Tuesday, closing above 7,000 points for the first time in 15 trading days and reaching a 15-day high.
Samsung Electronics and SK Hynix led gains, benefiting from optimistic expectations for high-performance memory chip demand after OpenAI released its new AI model, Astra.
00:00
Longsys Founder Cai Huabo Says 78% of Proceeds to Go Into R&D to Ride AI Memory Wave
Longsys Electronics Founder Cai Huabo says 78% of proceeds will go into research and development as the company shifts from a module house to a semiconductor memory brand. With expansion plans in Brazil, Europe, and the US, Longsys aims to break the industry’s price‑driven cycle and position itself at the forefront of AI‑era innovation.
9/7
23:59
Japan's 5-year government bond auction saw weaker demand than its 12-month average as investors turned cautious ahead of this month’s Bank of Japan meeting.
23:57
A "white hat" hacker on the Liquid Network has returned $270 million in Bitcoin, representing 85% of the stolen funds, as the network prepares for a restart.
23:53
A joint survey by the Hong Kong SFC and HKMA shows record-breaking sales of investment products in Hong Kong in 2025, with strong demand for Fixed Income, Currency, and Commodities (FICC) related products.
23:50
CATL is accelerating its expansion of high-speed battery swap networks, aiming to build 1,000 high-speed stations by 2027.
Wallstreetcn learned from Contemporary Amperex Energy Service Technology Ltd. (CAES) on September 8 that CATL is accelerating the construction of high-speed battery swap stations, with the number of signed stations expected to exceed 1,000 by the end of this year. The company plans to cooperate with provincial transportation groups and highway platforms, where local platforms will be responsible for asset investment, and CAES will provide a standardized system. As of the end of June 2026, CATL had cumulatively built 2,000 urban battery swap stations.
23:50
Insilico AI-Discovered Lung Drug Reverses Signs of Aging in Research
Alex Zhavoronkov, founder and CEO of Insilico Medicine, stated that the company's AI-discovered lung drug showed potential in studies to reverse signs of biological aging.
23:48
SK Hynix rose 5.08% today, now trading at ₩1,873,500.
23:44
Micron Technology's stock price recovered the $1,000 mark last Friday, with a significant rally in its South Korean peers on Monday providing positive signals. The market is now focused on the company's earnings report at the end of September.
Micron Technology's stock closed up 6.1% at $1016.59 last Friday, marking its first close above the $1000 mark since August 17. Meanwhile, South Korean memory chip peers SK Hynix and Samsung Electronics surged 8.3% and 5.7% respectively in the South Korean market on Monday, providing positive signals for further upside in Micron's stock. The market is currently focused on Micron's fourth-quarter earnings report, due on September 30. FactSet data shows that adjusted earnings per share for the quarter are expected to jump significantly from $2.84 in the same period last year to $30.89, with revenue projected to increase from $11.32 billion to $50.41 billion.
23:34
A subsidiary of Power Construction Corporation of China (PowerChina) has withdrawn its bid for a Pakistani power company, Nikkei Asia reports, suggesting a decline in China's investment interest in Pakistan.
This move highlights a significant decline in China's investment interest in Pakistan's power sector, despite the Belt and Road Initiative's decade-long run.
23:34
Commodities guru Jeff Currie: U.S. Treasury's "financial repression" is leading markets back to a "hard asset" era, $10,000 gold is not a pipe dream.
In a podcast interview on September 7, Jeff Currie, former Head of Commodities Research at Goldman Sachs, warned that as U.S. debt interest soars to $1.1 trillion (projected to reach $1.5 trillion) and "financial repression" intensifies, global capital is fleeing traditional financial assets and shifting towards "hard assets" such such as gold, energy, and agriculture. He believes the world is in the early stages of a multi-decade "hard asset supercycle," noting that the U.S. Treasury is intervening in long-term government bond yields through measures like bond buybacks, aiming to lower yields at the cost of triggering inflation and eroding the real value of debt. Currie emphasized that against a backdrop of sovereign currency devaluation and sanctions, gold's traditional negative correlation with interest rates has decoupled. If gold's proportion of foreign exchange reserves were to return to pre-1971 gold standard levels, there would be significant upside potential, making a $10,000 gold forecast not an empty talk. He also favors energy and agriculture, pointing out that energy giants' free cash flow yields are significantly higher than those of tech giants, and that Western societies suffer from an "illusion of abundance," underestimating the risk of a global economic recession and the hard constraints on energy supply. Currie expects corporate bond yields to fall below sovereign bond yields in the future, and investors should broadly hold hard asset indices.
23:29
Bloomberg: Hong Kong and Singapore Compete for Financial Talent Beyond Salaries, Focusing on Schooling and Nightlife Costs
Bloomberg's Venus Feng examines how Hong Kong and Singapore are competing for financial professionals, looking beyond salaries to practical factors like schooling and the cost of a night out.
23:25
Japanese Health Minister: GPIF Still Examining Need for Asset Allocation Review
Japanese Health Minister Kenichiro Ueno stated on Tuesday that the Government Pension Investment Fund (GPIF) is still considering whether a review of its asset allocation is needed. The fund had decided in March that such a review was not necessary, but Ueno noted that the consideration is ongoing in an appropriate manner, adding that the investment environment has not significantly diverged from GPIF's portfolio assumptions.
23:24
Upbit lists Cluster Protocol (CP) with KRW, BTC, and USDT trading pairs.
23:24
Hong Kong stocks open lower on Tuesday, with Hang Seng Index down 0.6% amid tech and auto sector declines
Hong Kong's benchmark Hang Seng Index opened 0.6% lower at 25,252 points on Tuesday, with the tech gauge retreating 0.5%. Alibaba dropped 0.6%, Tencent gave up 0.3%, while Meituan and JD.com fell 0.8%. In the auto sector, BYD Electronics fell 1% and Li Auto declined 1.9%, following stricter supplier payment rules introduced by mainland regulators on Monday. Meanwhile, mainland China stocks opened higher, with the Shanghai Composite Index up 0.1% and the Shenzhen Component Index up 0.06%. Japan's Nikkei 225 edged up 0.2% as the yen jumped 0.6% to 153.51, its strongest since February 18, on increased bets for Bank of Japan interest rate hikes. South Korea's Kospi led Asia-Pacific shares outside Japan with a 1.2% gain, while Australian shares slumped 0.6%.

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