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9/9
02:40
OpenAI Executives Warn: "Unprecedented" Demand for GPT-6 Astra, New Pro Subscription May Be Forced to Pause
Tibo, OpenAI's Head of Core Product, issued a warning on the X platform, stating that user demand for GPT-6 Astra has exceeded historical experience, and the company may have to temporarily pause new Pro subscriptions to ensure the quality of service for existing users. This marks the first time an OpenAI executive has publicly issued a supply warning regarding demand for a single model. A Morgan Stanley report on September 7 noted that Astra has shifted the AI bottleneck narrative from "how much infrastructure is needed for known demand" to "how many new workloads will become economically viable as model intelligence improves." This directly impacts the pricing logic for hashrate, electricity, and the semiconductor industry chain.
02:34
China Asset Management Says Chinese Stocks Face US Fed, Oil Pressures, Likely to Trade Sideways Through September
02:31
Lookonchain: On-chain address "jew.sol" holds 34.9 million Solana, with unrealized profits exceeding $5 million.
Lookonchain monitoring shows that the on-chain address "jew.sol" holds 34.9 million Solana, valued at $11.4 million, with unrealized profits exceeding $5 million. The address purchased these Solana in September and October 2025 at an average price of $0.1833, for a total cost of $6.4 million, and at one point experienced a floating loss of over $5 million.
02:28
Tikehau's Flamarion: Transactions Are Becoming 'Smaller'
02:28
BSE CEO Says New Closing Call Auction Mechanism Pricing Has Stabilized
Sundararaman Ramamurthy, Managing Director and CEO of the Bombay Stock Exchange (BSE), stated that the pricing of the exchange's recently launched Closing Auction Session has largely stabilized, but he emphasized that system stability remains crucial.
02:23
New Hampshire primaries conclude: Sununu and Pappas to vie for key US Senate seat
Republican John E. Sununu and Democrat Chris Pappas have won their respective primary elections in New Hampshire, setting the stage for a critical contest for a US Senate seat in November. The outcome could potentially flip the chamber, which is currently controlled by Republicans. The GOP aims to gain a New England foothold, while Democrats are striving to retain the seat, needing a net gain of four seats to retake the Senate.
02:22
Escalating US-Iran conflict heightens environmental risks in the Strait of Hormuz; on September 8, US forces attacked five Iranian oil tankers.
Al Jazeera reported that the United States and Iran have been mutually attacking oil tankers and vessels in and around the Strait of Hormuz, raising concerns about a catastrophic oil spill in the Gulf region. On September 8, the U.S. attacked five Iranian oil tankers, following an attack on three others on September 5. Iran also claimed to have attacked three oil tankers traveling on "unauthorized routes" in the strait, as well as three U.S.-affiliated vessels. As of September 7, 42 oil tankers were awaiting passage in the Strait of Hormuz, 18 of which were carrying oil, with an estimated total oil volume of 1.76 million cubic meters (approximately 11.1 million barrels), equivalent to 11% of global daily oil demand. A major spill would cause severe damage to the fragile marine ecosystem.
02:15
Morgan Stanley Says War-Weary Oil Traders Shun Long-Term Bets
Morgan Stanley says oil traders are growing increasingly cautious about longer-term positions as the wars in Iran and Ukraine cloud the outlook beyond the next few months.
02:15
China Lithium Producers Call for Better Data After Price Impact
Two major lithium producers in China are calling for higher standards from third-party data providers and greater consistency in methodology.
02:10
Elon Musk retweeted a Tesla Energy post announcing the Powerwall 3, designed specifically for the Japanese market, is now available.
02:09
Musk reposted a tweet, quoting Palantir CEO Alex Karp, stating that the rise of the Alternative for Germany (AfD) is due to mass immigration, and its true support is far greater than what polls suggest.
Musk reposted a tweet about comments made by Palantir CEO Alex Karp. Karp stated that the rise of the Alternative for Germany (AfD) party is due to "mass migration without the consent of the German people and without an honest discussion of the consequences." He believes the AfD's strength is far greater than it appears, with many Social Democratic friends who five years ago claimed they would never vote for the AfD now switching their allegiance to the party. Karp also noted that when the AfD's poll support reaches 40%, the actual support might be 10 percentage points higher, as some voters are unwilling to openly admit their support for the party.
02:09
ChatGPT Enterprise users in Korea surge 28-fold over the past year, OpenAI says
ChatGPT Enterprise users in Korea surged 28-fold over the past year, with the country's overall ChatGPT user base expanding 35% during the period, OpenAI Korea said on Wednesday at a press briefing marking the first anniversary of its local office.
02:02
Analysts believe this round of JPY appreciation is driven by capital repatriation, and the Norwegian sovereign wealth fund may shift its allocation from US Treasuries to JGBs.
Anatole Kaletsky, an analyst at investment research firm Gavekal, noted that the current appreciation of the Japanese Yen, unlike previous central bank interventions, is primarily driven by genuine capital repatriation. Reports indicate that Norway's sovereign wealth fund, Norges Fund, is adjusting its fixed-income allocation, potentially shifting from U.S. Treasuries to Japanese bonds, sparking speculation of further international capital returning to Japan. Additionally, Japanese Prime Minister Sanae Takaichi has explicitly expressed support for domestic savings repatriation, and the Bank of Japan (BOJ) is expected to raise interest rates next week, with market expectations for the overnight rate to increase by one percentage point to 1.9% within the next 12 months. Analysts believe these factors could collectively drive a sustained appreciation of the Yen and signal the end of the carry trade era.
02:02
Citi Survey: Only 24% of US Pharma Executives Optimistic About AI Success in Drug Discovery
Despite the near-universal adoption of artificial intelligence (AI) for drug research by pharmaceutical companies, few executives expect AI to genuinely lead to successful drug outcomes, according to a Citi survey released on Tuesday. John Yung, Citi's Head of Asia Healthcare Research, stated that the biggest risk for AI-driven drug discovery is not AI's failure to accelerate discovery, but rather that this acceleration may not translate into better drugs or a higher probability of success.
01:57
The Japanese Yen has appreciated by approximately 4% against the US Dollar this month, breaking below 155. Hedge funds are bullish, targeting 140, while Japanese retail investors have contrarianly added $23.5 billion in short positions. US Treasury Secretary Scott Bessent on Tuesday voiced support for a stronger Yen, and the Bank of Japan (BOJ) is leaning towards a 25 basis point rate hike this month.
The Japanese Yen has appreciated by approximately 4% against the US Dollar this month, briefly touching the 153 level and breaking below the key support level of 155. Data from the Chicago Mercantile Exchange shows hedge funds are actively positioning in call options, with some betting on USD/JPY falling below 150 or even as low as 140 this year. The total volume of put options expiring this year is more than three times that of call options. Meanwhile, Japanese retail investors have bucked the trend by increasing their short positions in the Yen, with net short positions totaling approximately JPY 3.61 trillion (about USD 23.5 billion) last week, an increase from August. Mizuho Bank warned that if the Yen continues to appreciate, retail investors might be forced to close their long USD positions, triggering additional selling.

The recent appreciation of the Yen is driven by hawkish statements from Bank of Japan (BOJ) Governor Kazuo Ueda and board member Hajime Takata, as well as market expectations that domestic pension funds may adjust their asset allocations. According to Bloomberg, the BOJ is leaning towards a 25 basis point rate hike this month to address inflation pressures. US Treasury Secretary Scott Bessent publicly addressed traders on Tuesday, stating he is "the house now," implying US support for Yen appreciation, which further bolstered market confidence in long Yen positions.
01:52
Recent Israeli attacks have exacerbated the displacement problem in Lebanon, with schools set to open on September 15 still housing a large number of displaced persons.
Al Jazeera reported that Israeli attacks in southern Lebanon on Monday killed 12 people, displacing more residents. Although Lebanese schools are scheduled to open on September 15, many are still being used as shelters for displaced persons. UNESCO stated that schools cannot simultaneously serve as shelters and normal learning environments, calling for dignified alternative accommodation for displaced families. Lebanese Education Minister Rima Karami pledged that all students would have access to education but emphasized that displaced persons would not be evicted without alternative solutions.
01:50
Former Bank of Korea Governor Rhee Chang-yong stated that South Koreans do not need to be overly concerned about short-term fluctuations in the Korean Won.
Former Bank of Korea Governor Lee Chang-yong stated that South Koreans do not need to be overly concerned about short-term fluctuations in the Korean Won. He made these remarks in an interview with Bloomberg at the KB Financial Group Korea Conference in Seoul.
01:48
JPMorgan Asset Management MD: South Korea must evolve into a 'must-have' market for global investors
Alexander Treves, managing director at JPMorgan Asset Management, stated that South Korea's capital market needs to transition from a "nice-to-have" option to a "must-have" destination for global investors. He emphasized that faster progress on corporate governance and shareholder returns is crucial to narrow the "Korea discount." Treves warned that if Korea fails to continue improving, particularly in corporate governance, it risks remaining merely a "nice-to-have" investment destination.
01:47
Daewoo E&C Seeks to Expand Role in Hanoi Urban Development, Chairman Meets with Hanoi Mayor to Discuss Cooperation
South Korea's Daewoo E&C is looking to expand its urban development footprint in Hanoi, Vietnam. Chairman Jung Won-joo met with Hanoi Mayor Vu Dai Thang in Seoul on Tuesday to discuss the company's existing projects in Vietnam and potential areas for cooperation. Hanoi is embarking on an ambitious centennial plan to reshape the capital around the Red River.
01:42
James Kim, Chairman of the American Chamber of Commerce in Korea: South Korea Should Convert Global Appeal into Actual Investment
James Kim, chairman and CEO of the American Chamber of Commerce in Korea, stated on Tuesday at The Korea Herald's 2026 HIT Forum that South Korea possesses unprecedented strengths as a global financial hub but needs to bridge the gap between global investor interest and actual capital inflows. He cited Samsung Electronics and SK Hynix as strong evidence of Korea's technological rise.
01:41
Gemini secures Singapore payment license, authorized to offer digital payment token and cross-border money transfer services.
Gemini's local entity has been authorized to provide digital payment token and cross-border money transfer services in Singapore, without standard transaction volume limits.
01:33
Gavekal CEO Louis-Vincent Gave Discusses Global Market Investment Outlook and Strategy
01:29
DigitalBridge CEO Marc Ganzi Discusses Views on AI Supercycle and Capex Spending Trends
01:26
KRX Chairman Jeong Eun-bo: KRX will introduce 24-hour trading and T+1 settlement in phases to attract global capital.
KRX Chairman Jeong Eun-bo said the exchange will push to extend trading hours and shorten stock settlement cycles as part of efforts to improve foreign investor access and enhance the global competitiveness of Korea’s capital market. Speaking at The Korea Herald’s 2026 HIT Forum in Seoul on Tuesday, Jeong said the exchange is preparing to introduce a 24-hour trading framework in phases and shift to T+1 settlement, where stock trades are settled one business day after the transaction.
01:15
KCMI Vice President Lee In-hyung: Market discipline is key to narrowing Korea discount
Lee In-hyung, vice president of the Korea Capital Market Institute, stated that the success of Korea's sweeping governance reforms will hinge on whether new shareholder rights translate into effective market discipline and real changes in corporate behavior, with the National Pension Fund playing a critical role. He emphasized that a premium is a price investors are willing to pay when satisfied with a company's cash earnings.
01:14
British Pound Faces Deeper Weakness as BOE Turns Dovish and Crucial Budget Looms
The Bank of England (BOE) is seen as increasingly dovish, with low market expectations for a rate hike at its September meeting, contrasting with anticipated hikes from the ECB and Fed. Rabobank strategist Jane Foley noted that dovish BOE messaging on September 17 would further expose the pound ahead of Prime Minister Andy Burnham's administration's first annual budget announcement on October 28. Analysts warn the budget carries high political risk, potentially including higher ancillary tax rates and increased debt issuance to fund spending ambitions.
01:13
Suresh Sethi, Visa's Head of India and South Asia, discusses the company's strategy in the UPI-dominated Indian market.
Suresh Sethi, Visa's Country Manager for India and South Asia, stated during the Global Fintech Fest in Mumbai that the company is developing growth priorities and strategies to maintain the relevance of bank cards in the Indian market. He also discussed partnerships and how India's digital public infrastructure is reshaping the payments landscape in response to the growing dominance of the Unified Payments Interface (UPI).
01:13
Iraq Seeks Significant Output Quota Increase During OPEC+ Audit
Iraq is seeking a significant increase in its oil production quota as OPEC and its allies conduct a review of members’ capacities aimed at determining how much they can pump next year, according to people familiar with the matter.
01:06
Spanish Defense Tycoon Plots Family IPO After Shock Indra Exit
Ángel Escribano, former Chairman of Spanish defense company Indra Sistemas SA, is reportedly planning a family IPO. Escribano had ambitious plans to turn Indra into a European champion in early 2025 before his unexpected departure.
01:06
World Platinum Investment Council: Platinum Market to Swing to Surplus This Year Due to Investor Selling and Weaker Chinese Demand, Ending Three Years of Shortfalls

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