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9/10
19:22
Bloomberg Markets reports that UK power companies need to invest up to £70 billion (approximately $94.5 billion) in their grids by the early 2030s to upgrade aging infrastructure. Delays in these upgrades could lead to billions of pounds in additional bills for consumers.
19:19
Australian bonds slid, tracking an overnight slump in Treasuries after escalating Middle East tensions drove up oil prices.
19:14
The International Energy Agency (IEA) released its latest report on Thursday, forecasting that global coal demand will increase by approximately 1.2% in 2026 compared to 2025, reaching a new historical high of 8.94 billion tons. This prediction indicates that previous expectations for coal demand to "peak" have once again been missed, with the peak point further delayed. The IEA attributes this to the situation in the Strait of Hormuz, triggered by the Middle East conflict, which has disrupted liquefied natural gas (LNG) shipments and led to a significant surge in natural gas prices. This, in turn, has enhanced coal's competitiveness in power generation costs. Major economies such as Europe, Japan, and South Korea have significantly increased their reliance on coal-fired power generation, with thermal coal prices briefly rising to $150 per ton in the first half of the year.
19:14
SpaceX CFO Bret Johnsen revealed that the 14th Starship flight, expected later this month, will be its first revenue-generating mission, carrying production V3 Starlink satellites.
19:14
SpaceX CFO Bret Johnsen announced that the company plans to launch its first orbital computing satellites next year and scale up around 2028 to leverage Starship's lower launch costs.
19:09
Emil Michael, Chief Technology Officer of the U.S. Department of Defense, directly responded to former Anthropic engineer Jacob Coxon's AI warning post at a defense industry conference in Washington on Thursday, calling it a "doom loop" and "fear of data centers, fear of change." Michael also disclosed that the DoD has migrated approximately 90% of its classified AI workloads from Anthropic to other vendors, with the remaining portion expected to be fully transferred by the end of this month. He characterized the legal dispute between the DoD and Anthropic as a core controversy involving national security, and insisted that Anthropic still poses a U.S. supply chain risk, which sharply contrasts with Commerce Secretary Howard Lutnick's earlier signal that "Anthropic has reconciled with the government."
19:03
Hong Kong home prices are forecast to gain 15% this year by local property agency Midland Realty, though they would still be 16% below their high-water mark in 2021. The agency's executives stated at a press conference on Thursday that the city’s banks are unlikely to follow any potential US Federal Reserve interest rate increases this year, underpinning the positive outlook.
19:00
CNBC's Jim Cramer said on Thursday that investors should pay close attention to the 30-year Treasury yield, which has climbed to roughly 5.3%, as it is the key force currently driving stocks. He explained that a 5.3% return on U.S. government-backed bonds makes them an increasingly attractive alternative to riskier stocks, especially for older investors. Additionally, higher Treasury yields push up borrowing costs across the economy, potentially hindering corporate expansion and slowing economic growth, which could weaken demand and earnings, ultimately impacting stock prices.
18:43
The AI start-up outlined five examples where actors 'circumvented controls' and made efforts to 'obfuscate' the purpose of their research, leading to the decision to halt such attempts.
18:34
U.S. Treasury Secretary Scott Bessent stated that despite the 10-year Treasury yield rising to its highest level since 2023, the bond market remains "in good shape." He also downplayed the impact of Thursday's below-expectations repurchase volume, noting that the Treasury repurchased $5.19 billion in bonds, falling short of the $6 billion maximum limit due to bondholders' reluctance to sell long-term securities.
18:27
Wireless carriers T-Mobile, AT&T, and Verizon are rolling out initial promotions for Apple's new $1,999 foldable iPhone Duo, though analysts note a price war has not yet begun.
18:20
The U.S. municipal bond market is experiencing a significant sell-off, driven by persistently rising Treasury yields and a surge in U.S. state and local government bond issuance. According to Bloomberg data, as of 3:00 PM ET on Thursday, the yield on the benchmark 30-year municipal bond rose 14 basis points to 4.89%, reaching its highest level since February 2011 and marking its largest single-day increase since April 2025. The yield on the benchmark 10-year municipal bond also rose by as much as 15 basis points to 3.69%, also a new high since April 2025. This sharp decline in municipal bonds is primarily influenced by the dramatic volatility in the U.S. Treasury market, where the 10-year Treasury yield briefly climbed 12 basis points to approximately 4.96% on Thursday, its highest since October 2023. JPMorgan Chase data indicates that investors withdrew approximately $460 million from municipal bond funds on Wednesday, the largest single-day net outflow since April 2025.
18:20
Blackstone, the world's largest alternative asset manager, is expected to purchase a significantly higher number of Google Tensor Processing Units (TPUs) than initially disclosed when it announced a joint venture with Google in May, according to tech media outlet The Information. An informed source stated that Blackstone is seeking to procure "several times" the previously planned quantity.

In May, Blackstone announced a joint venture with Google in the US, with an initial equity investment of $5 billion. The goal is to bring 500 megawatts of data center capacity online by 2027, with the overall investment potentially reaching $25 billion, offering TPU hashrate to clients under a "hashrate-as-a-service" model. This latest development suggests that Blackstone's布局 in AI hashrate infrastructure may be further expanding.
18:04
Coinbase co-founder Fred Ehrsam, also a Trump administration ally, lived for months in a luxury Caracas hotel pursuing investments in Venezuela's oil sector.
17:41
The Pentagon is negotiating to provide a $5 billion loan to AI infrastructure company Fluidstack. Palmer Luckey, an early supporter of Donald Trump, is advising on the loan through a bank he started.
17:36
The Israeli military announced it has destroyed a Hezbollah tunnel network in the Ali al-Taher ridge in southern Lebanon. Israeli sources reported that dozens of bodies of Hezbollah militants were found inside the tunnels.
17:36
A Russian strike on a shopping centre in the central Ukrainian city of Pavlohrad killed at least four people and wounded 60 more. The attack came as both sides step up attacks hundreds of kilometres behind the front lines, increasingly targeting civilian sites.
17:27
Bloomberg reports that Microsoft plans to more than triple its global data center capacity to over 38 gigawatts (GW) by 2032, up from approximately 12 GW currently. Sources familiar with the matter stated that this plan encompasses Microsoft's owned and leased data centers, excluding hashrate rented from "new cloud" service providers. This expansion aims to address the escalating shortage of AI and cloud computing hashrate, which has already forced Microsoft to restrict new cloud service subscriptions in some key regions and hampered its business. By 2032, AI-specific hashrate is expected to account for approximately one-third of the total 38 GW capacity.
17:05
India will host this year's BRICS Summit on Sept. 12-13. An analyst noted New Delhi faces a difficult balancing act: strengthening the grouping without letting it become an instrument of Chinese influence. The summit coincides with the 25th anniversary of the BRICS term being coined and 20 years since the bloc was formed.
17:03
Anthropic's new report alleges that these attacks have escalated in recent months, targeting Claude's valuable capabilities such as agentic functions, tool use, coding, data analysis, and logical reasoning. The company observed nearly 200 million exchanges linked to five separate campaigns. The largest effort, attributed to Alibaba, involved 151 million exchanges between May and July 2026, peaking at nearly 3 million daily, aimed at training its Qwen models. Another campaign from Moonshot AI, maker of Kimi, appeared to route requests directly from the Chinese military, including one asking Claude to assess surveillance footage for abnormal behavior.
17:02
OpenAI announced it is pausing new sign-ups for its $20-per-month Pro subscription plan, citing the strain it puts on the system, while it increases system capacity. Thibault Sottiaux, the company's Head of Product, announced the move on X, noting "unprecedented demand" for the Astra model.
17:02
EPS: $1.92, market expectation $1.74
Revenue: $19.35 billion, market expectation $19.13 billion
Reporting period: Q1 FY2027 (as of August 31, 2026)
Release date: September 10, 2026
16:59
Tokyo Electric Power Company (TEPCO) is preparing to use a 4.6-ton giant robotic arm to inspect and remove fuel debris from inside the reactors at the Fukushima Daiichi Nuclear Power Plant. This move is a critical step in the decommissioning of the power plant but has been delayed by five years from the original schedule.
16:57
Adobe's latest earnings report failed to satisfy Wall Street, with analysts pointing out that "merely meeting" expectations is not enough in the current environment. Adobe highlighted its AI momentum in the recent quarter, but this was insufficient to excite investors.

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