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9/13
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.
19:46
Coinbase CEO Brian Armstrong reposted a thread warning against propaganda, noting that 76% of reposts on a key AI policy discussion came from foreign accounts. The original thread by @FutureJurvetson highlighted that a post by Coxon from Anthropic, which sparked urgency over AI regulation, received 165 million views, with India and Indonesia being the top two foreign countries amplifying it.
19:43
Yahoo Finance analysts note that e.l.f. Beauty (ELF)'s skincare brand, rhode, acquired for $1 billion in 2025, will launch in Sephora stores across 19 European countries on September 30, expanding its reach from 3 to 22 countries. CEO Tarang Amin stated that approximately 74% of rhode's social media followers are from outside the U.S., while international sales account for only 20% of its direct sales, indicating a significant demand gap in the European market. e.l.f. Beauty has raised its FY2027 sales growth forecast from the previous 12%-14% to 18%-20%. Analysts believe that international expansion is expected to significantly boost sales and brand awareness, ultimately driving stock price appreciation. Additionally, the article mentions that Chipotle Mexican Grill (CMG) opened its first Asian restaurant in Seoul, South Korea, on September 2 through a joint venture, with plans to enter the Singapore and Mexico City markets by 2027, despite weak domestic sales.
19:23
The pace of U.S. asset purchases by Canadian firms accelerated in Q2, with 32% of capital raised for global acquisitions directed to the U.S. during the period, up from 19.3% a quarter earlier. Colliers' head of Canada research, Adam Jacobs, noted that commercial real estate is a local industry tied to demographics and job markets, making it less susceptible to trade tariffs.
19:23
Ambarella (NASDAQ:AMBA) CEO Fermi Wang stated that demand for edge AI is expanding across security, automotive, consumer video, wearables, and infrastructure, and projected the company's revenue to grow by 10%-15% in fiscal year 2027. He noted that the company's core competency is power efficiency, with the automotive business accounting for approximately 30% of revenue, and the security business remaining the largest market.
19:13
The loss of a fifth of liquefied natural gas supply due to the US-Iran war is blowing out costs for Asia’s developing markets, forcing a rethink of the fuel’s long-term future in the region.
19:12
A study found that the Trump administration's push to lower US drug spending creates a strong incentive for pharmaceutical companies to raise prices and reduce access to drugs in other parts of the world. Researchers noted that for about three in four drugs studied, companies would lose more US revenue by lowering Medicare prices than they would gain from sales in cheaper reference countries used for benchmarking.

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