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9/14
01:03
US Deputy Energy Secretary James Danly Discusses Bolstering Asia's Energy Security Amid Surging Costs at Gastech Bangkok 2026
01:03
GSK to leverage patient data from Greater Bay Area's 88 million residents to accelerate vaccine and cancer drug development
00:53
Samsung Display develops world's first 6.9-inch mobile OLED panel with 2K resolution, 165Hz refresh rate, and 30% lower power consumption
Samsung Display has pushed smartphone OLED performance to a new threshold, developing what it says is the world’s first 6.9-inch panel to combine 2K resolution with a 165-hertz refresh rate while consuming about 30 percent less power. High-end gaming smartphones currently on the market typically feature 1.5K OLED displays with refresh rates of up to 165Hz. Samsung Display’s new panel raises the resolution to 2K while maintaining the same refresh rate, targeting increasingly graphics-intensive mo
00:53
HD Hyundai E&F completes W435b LNG cogeneration plant in South Korea
HD Hyundai E&F has completed a 435 billion won ($323 million) liquefied natural gas (LNG) cogeneration plant at the Daesan petrochemical complex in Seosan, South Chungcheong Province, strengthening the industrial hub’s energy infrastructure. The HD Hyundai Oilbank subsidiary stated on Monday that the plant can generate 290 megawatts of electricity and produce up to 321 metric tons of steam per hour. It will supply power and thermal energy to companies within the complex, including H&L Advanced.
00:53
US Energy Deputy Secretary Danly: US accelerating LNG export approvals to lower global energy prices
US Department of Energy Deputy Secretary James Danly told Bloomberg that the US is accelerating LNG export approvals and production to lower global energy prices. He argues that expanding American energy abundance will offset supply disruptions, even as infrastructure limits remain.
00:30
Mondelez's Cadbury Cuts Supply Chain Lead Time by Two Months with New $22M Malaysia Plant
Mondelez International, the parent company of Cadbury, has reduced its supply chain lead time for chocolate crumb, a key ingredient, by at least two months. This follows the opening of a new $22 million facility in Shah Alam, Malaysia, on Friday, which will produce the ingredient locally instead of importing it from Australia and South Africa. The company aims to reduce import and transportation costs and support volume growth across Southeast Asia.
00:25
Financial Times: Federal Reserve Chairman Warsh Faces Pressure to Raise Rates, Potentially Leading to Policy Conflict with President Donald Trump
According to the Financial Times, Federal Reserve Chairman Warsh is facing market pressure to act on his inflation warnings, with investors broadly expecting the Federal Reserve to raise interest rates. However, such a move could anger President Donald Trump, leading to a policy clash between the two.
00:25
Euronext CEO Open to "Big Bang" Deal with Rival Deutsche Börse
Euronext CEO Stéphane Boujnah said he is open to a "big bang" deal with rival Deutsche Börse. The comments come as EU officials seek to boost the competitiveness of the region's capital markets.
00:24
European capitals are negotiating a 'grand package' for three of the ECB’s most senior roles, including Christine Lagarde’s successor
00:12
ZEC (Zcash) surged 6.03% within one hour, now trading at $1,126.03.
00:07
Israeli Culture Minister threatens to revoke citizenship of filmmakers over Gaza documentary
Israeli Culture Minister Miki Zohar stated he would move to revoke the citizenship of Yuval Abraham and Rachel Szor after their documentary "NAZA" won the Special Jury Prize at the Venice Film Festival. Zohar called the film "vile" and accused the filmmakers of "treason against the state" for harming the country to gain applause from "antisemites around the world". The 80-minute documentary, which received a 25-minute standing ovation, documents Israel's use of AI-powered systems for "calculated mass killings" of Palestinians in Gaza, featuring testimonies from Israeli military and intelligence personnel. Filmmaker Abraham expressed hope that the documentary would push Western governments to apply economic sanctions on Israel.
00:06
Goldman Sachs Partner Mark Wilson: U.S. Stocks Face Triple Headwinds, Bullish on AI Infrastructure, Commodities, German Equities, and Large Banks
Goldman Sachs partner Mark Wilson noted that after a strong rally in Q2, the US stock market has entered a sideways trend, currently facing three major headwinds: historical patterns around midterm elections, fully long positions by quantitative funds, and a "triangle chokehold" from energy, bonds, and equities. He is bullish on four investment themes: AI infrastructure leaders, commodities and related stocks (especially copper), German equities, and large banks.

Wilson believes that historical data for midterm elections shows a median return of 0% for US equities from early August until the election, and the market has been trading according to this pattern. Quantitative trend-following funds and volatility-targeting strategies remain near fully long, facing selling pressure if prices decline. Geopolitical factors are pushing up oil and gas prices, which in turn drives bond yields higher, ultimately suppressing equity valuations, forming the "energy-bond-equity" triangle chokehold, which is the core contradiction in the current market.

Among the four favored themes, Wilson sees continuously strengthening fundamentals in AI infrastructure, with tech giants accelerating capital expenditures. However, he suggests waiting for yields to stop climbing and for the market to look ahead to 2028. In commodities, he is particularly bullish on copper, noting its strong trading performance and the fact that related stocks have not yet been re-rated. German equities are attractive because their index composition has shifted towards defense, electrification, AI, and technology, and pension reforms could turn German savers into buyers. Large banks are benefiting from sustained growth in capital markets fee income and AI-related financing demand, as well as potential easing of the regulatory environment.
00:06
NVIDIA's customer concentration reportedly continues to rise, with three clients contributing 44% of revenue in the first half of the year, and accounts receivable surging 64% to $63 billion.
According to The Information on September 13, three NVIDIA customers each contributed over 10% of total revenue in the first half of the current fiscal year, which ended in July, with their combined share reaching 44%. In the previous fiscal year, two customers accounted for 36%.

The increase in customer concentration comes amid the explosive growth of NVIDIA's data center business. NVIDIA did not name these three customers, but analysts believe they may include Dell, Foxconn Technology, Microsoft, Meta, and SpaceX, among others. These large customers are also advancing their own AI chip development plans, which could lead to a decrease in future procurement demand.

Additionally, NVIDIA disclosed in late August that its accounts receivable balance jumped 64% to $63 billion in the first half of the year. This was due to the company extending payment terms for large, multi-quarter agreements with some investment-grade major customers, from 45 days in the previous quarter to 60 days, with potential further extensions to 90 days or up to a year in the future. Short-seller Michael Burry has listed NVIDIA's rising customer concentration as one of the significant risks.
00:04
South Korea’s $1.4 Trillion National Pension Fund Picks Kyuhong Lee as New CIO
9/13
23:51
Pakistan GasPort Chairman Iqbal Z. Ahmed states Hormuz closure has disrupted LNG supply chains, reshaping Pakistan’s demand outlook.
Ahmed made the remarks on the sidelines of 'Gastech Bangkok 2026'.
23:47
Okinawa's first conservative governor in 12 years, Genta Koja, elected on Sept 13, clears way for Japan defense buildup near Taiwan
The election of Genta Koja, Okinawa's first conservative governor in 12 years, could pave the way for a sweeping military buildup in Japan's southernmost prefecture, with consequences stretching across the Taiwan Strait. Koja supports military upgrades and air base relocation.
23:45
Hong Kong and mainland shares open lower; Hang Seng Index falls 0.42%, Shanghai Composite Index drops 0.54%
Hong Kong stocks opened lower on Monday, with the Hang Seng Index losing 104 points, or 0.42 percent, at 24,701. Mainland shares also opened lower, with the benchmark Shanghai Composite Index falling 0.54 percent to open at 3,867, and the Shenzhen Component Index down 1.03 percent at 13,333.
23:30
Baker Hughes CEO sees no slowdown in energy projects despite higher rates, citing robust LNG demand from AI buildouts
Baker Hughes Chairman and CEO Lorenzo Simonelli stated that the company has not observed a slowdown in major energy project investments, attributing this to strong demand for natural gas and power driven by the global expansion of artificial intelligence infrastructure. He emphasized that natural gas is a "destination fuel" rather than a transition fuel, central to the current "energy demand decade." The company estimates that installed LNG capacity will need to reach 900 million tons per annum by 2035 to meet future demand. Baker Hughes currently has over $37 billion in backlog, including demand related to gas infrastructure, data center power generation, and LNG.
23:30
If the Democratic Party regains control of the House of Representatives, the data center industry will face pressure for stricter environmental and regulatory safeguards.
Wall Street Insights quoted Politico as reporting that Democrats are expected to pressure the administration to establish stricter environmental and regulatory safeguards and require data centers to bear the costs of grid upgrades. Some Democrats, such as Rep. Frank Pallone, even support a moratorium on new data center construction in the absence of such safeguards. Relevant legislation, such as the Ratepayer Protection Act (H.R. 9340), has passed a House committee, and data center operators need to closely monitor the impact of election results on the legislative direction.
23:30
Trump Administration's NRC Reform Efforts Could Face Congressional Scrutiny If Democrats Retake House
Wall Street News, citing Politico, reported that growing electricity demand is pushing Democrats to support expanding nuclear power capacity. However, the Trump administration's reforms to the NRC's independence, including the removal of Democratic commissioners and the issuance of licenses for non-commercial reactors through the Department of Energy and Department of Defense, have drawn strong criticism from Democrats. Rep. Frank Pallone, who is expected to chair the House Energy and Commerce Committee, has publicly stated that once Democrats control the House, congressional hearings on the NRC's regulatory framework will be on the agenda, potentially disrupting the pace of licensing approvals for the nuclear energy industry.
23:30
If Democrats regain control of the House, the Trump administration's Venezuela oil deal will face a congressional investigation.
Wall Street Journal Insights, citing Politico, reported that the Trump administration recently brokered a deal involving 17 Venezuelan oil fields with proven reserves of up to 65 billion barrels. The U.S. Department of Defense's Office of Strategic Capital will hold a 35% stake and a right of first refusal in the private oil producer North American Blue Energy Partners. Democrats have strongly reacted to this, with Representative Debbie Wasserman Schultz pledging to help block the agreement's advancement and initiate a congressional investigation if elected.
23:30
Microsoft CEO Satya Nadella called for decentralized AI governance and announced that Microsoft will release its AI model code of conduct for the first time tomorrow.
On September 14, Nadella posted on X, explicitly supporting "consciously controlling the pace of R&D" to advance alignment research, and emphasizing that the pursuit of superintelligence must be centered on the core principle that "AI can help and be controlled by humans." He pointed out that the benefits of AI must be widely distributed and not controlled by a few entities. This move by Microsoft marks the first time it has publicly documented the behavioral standards for its first-party AI models. Previously, Anthropic, OpenAI, and Google had been discussing collaborating to form an AI industry standards body, a move supported by OpenAI CEO Altman.
23:19
China's GAC Group has urgently suspended trading, with market rumors suggesting a strategic restructuring with China FAW Group.
GAC Group stated that its shares would be suspended from trading for the entire day on September 14 due to an unannounced material matter, with a major announcement expected after market close. Previously, China's Ministry of Industry and Information Technology had mentioned supporting mergers and acquisitions in the automotive industry.
23:16
Malaysian Authorities Charged Former Minister Jamil Khir Baharom with Allegedly Misappropriating 860 Million Ringgit ($210 Million) from Pilgrimage Fund
23:15
Japan's TDK plans to invest $260 million to ramp up production of electronic components for AI servers
The company expects rising demand for thin-film inductors, tiny parts that curb energy loss, and will invest in two factories over the next three years to increase output capacity.
23:10
China's A-share cybersecurity concept stocks surged, with Sinovatech hitting its third consecutive limit up, and Topsec reaching the daily limit.
Chinese A-share cybersecurity concept stocks opened significantly higher in early trading, with Sinovatech hitting its third consecutive daily limit, Topsec Security reaching the daily limit with a one-word board, and Yongxin Zhicheng and Anheng Information rising over 10%. In terms of news, Dario Amodei, CEO of Anthropic, stated in a blog post that the AI industry needs to slow down the development of new models to allow sufficient time for aligning models with human goals and implementing safety measures.
23:09
AI unicorn Anthropic has signed a six-year, $13.7 billion computing power lease agreement with "Trump-affiliated company" Rum Group.
Anthropic has signed a six-year, $13.7 billion computing power lease agreement with emerging U.S. cloud service provider Rum Group, The Information reported, citing sources. Rum Group, formerly conservative video platform Rumble, counts Peter Thiel and current U.S. Vice President J.D. Vance among its early investors. The platform also hosts Donald Trump's Truth Social and official White House live streams, leading media to often refer to it as a "Trump-affiliated" company. The agreement also includes an equity arrangement, granting Anthropic an option to purchase up to 51 million shares of Rum Group at $0.01 per share, with exercise conditions tied to the volume of computing power purchased. Rum Group's Georgia data center, central to the agreement, is still under construction, and the company stated in an August securities filing that it "does not yet have the funds" to complete the project, expecting to cover most expenses through additional debt or equity financing.
23:08
Chicago Fed Paper: Market-Implied Rates Move Only 5 Bps When Median SEP Projection Exceeds Expectations by 25 Bps, Reflecting Conditional View
23:07
Some investors are betting that New Zealand bonds will outperform their global peers, as slow economic growth will keep the central bank cautious on interest rate hikes.
23:07
LSK (Lisk) fell 10.5% in 1 hour, now trading at $0.8443.

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