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9/21
19:59
French President Emmanuel Macron stated that he discussed a proposal to pause deep strikes on energy facilities between Ukraine and Russia during his meeting with former U.S. President Donald Trump in New York.
19:52
Paramount Skydance emerged victorious on Monday from a legal battle over its US$110 billion acquisition of Warner Bros Discovery after settling with a California-led group of US states and a Hollywood writers union. The settlement paves the way for one of the largest media mergers in history. Paramount agreed to abide by temporary film quotas and a news oversight committee, avoiding a forced sale of cable assets such as CNN. The company promised to spend at least US$300 million more each year in domestic production and adhere to US theatrical release quotas for five years, producing 30-32 movies annually, with at least four independent films and 20% blockbusters. If it falls below the threshold, it will pay US$30 million per film into worker support funds. Paramount also promised not to raise rates on theatre operators for three years and will establish a news editorial independence boar
19:49
Ron Johnson, who was responsible for building Apple's retail business, stated that despite Silicon Valley pouring billions into AI agent shopping, he believes the industry overestimates the extent to which consumers will delegate shopping to machines and predicts that physical stores will continue to thrive. He pointed out that when purchasing personal items like laptops, consumers still want to experience the product firsthand, and AI primarily helps consumers gather more information before entering a store. Johnson emphasized that Apple's "secret weapon" has always been its in-store employees and their service, not sales pressure. He believes that AI cannot provide a physical product experience and will only make customers who visit the store more informed.
19:12
Grok 4.7 xHigh scored 58% in this benchmark, while Claude Fable 5.1 Max scored 59%. Grok 4.7 xHigh surpassed GPT-6 Astra, GPT-5.6, Gemini, Kimi, GLM, and almost all other frontier models.
18:55
Saylor retweeted a post from MicroStrategy's official Strategy account, which noted that the company's stock (MSTR) had increased its market capitalization by $32 billion, or 80%, over the past three months.
18:51
CryptoSlate analysis indicates that despite approximately $120 billion in staked Ethereum network assets and a daily average total value locked (TVL) of $40.4 billion for Layer-2 (L2) networks (as of September 21), these figures do not fully reflect the true demand for Ethereum (ETH) or a reduction in its supply. The analysis suggests that staked ETH may originate from existing holders rather than new buying demand. Concurrently, between September 15 and 18, U.S. spot Ethereum ETFs experienced net outflows exceeding $140 million, signaling capital withdrawal from specific investment channels. Furthermore, there is a complex relationship between fees generated by L2 activity and ETH burn rates; not all L2 activity directly translates into a significant reduction in ETH supply, as the net change in ETH supply also depends on the issuance of new ETH.
18:42
Bitcoin surged over 6% on Monday, reaching its highest level in over seven months, boosting related stocks such as Coinbase and MicroStrategy. Meanwhile, Meta's stock soared 11.4% after Wells Fargo raised its price target, following Meta's launch of the Muse AI assistant.
18:42
US President Donald Trump stated he is willing to meet with Iranian President Masoud Pezeshkian, who is expected to attend the UN General Assembly this week. This move comes amidst a weekend of escalating rhetoric between Washington and Tehran, with market speculation that such a meeting could lead to a breakthrough in Middle East negotiations.
18:42
Brent crude futures fell below $100 per barrel on Monday, reaching a new low since September 9, and closed at $100.34 per barrel. Meanwhile, the benchmark US 10-year government bond yield fell below the psychological threshold of 5%. The market speculates that this week's UN meeting could lead to a breakthrough in Middle East negotiations, driving oil prices down.
18:32
Texas Governor Greg Abbott on Monday directed the state's environmental regulator to pause all data center-related permits. This expands an August moratorium on new data center grid approvals, which will now include environmental approvals through the Texas Commission on Environmental Quality (TCEQ). The halt is in effect until the Electric Reliability Council of Texas completes an audit of existing data center grid connection waitlists. The move could slow Texas's progress toward surpassing Virginia as the world's largest data center market by the end of the decade. Data center buildout has become a key issue in the 2026 midterm elections, with a recent NBC News poll indicating 64% of Americans would be less likely to vote for candidates supporting local data centers. Abbott's office stated he would work with the Legislature to eliminate financial incentives for data centers in the next
18:31
Asian stocks are poised to rise, buoyed by gains in Wall Street tech shares and hopes for diplomatic progress in the Iran conflict, which led to a drop in oil prices.
17:50
A banking syndicate led by Goldman Sachs Group has launched an approximately $1.1 billion junk bond offering to finance the construction of data center projects sponsored by an affiliate of Blue Owl Capital Inc. and leased to CoreWeave Inc.
17:49
Tenev noted that crypto-linked contracts are already taking a disproportionate share of Robinhood's prediction markets business. The company's event-contract revenue surged over tenfold year-over-year to $156 million in Q2 2026, with contracts traded 4.7 billion times in August alone, roughly 15 times the volume from a year earlier. Robinhood has expanded its prediction market offerings through partnerships with Kalshi, Rothera, Crypto.com, and OG.com, despite ongoing regulatory scrutiny in Washington regarding the blurring lines between investing and gambling.
17:47
French President Emmanuel Macron also urged the European Commission to postpone the implementation of new methane regulations by one year.
17:41
OpenAI and Anthropic discussed a legally binding agreement earlier this year with their respective lawyers to mutually access and stress-test each other's commercial AI models via API. This initiative aimed to identify vulnerabilities and potential dangers within the models, according to sources cited by The Information. Both parties also guaranteed not to retain the other's data during testing, and the agreement would not cover unreleased models. It is currently unclear whether the agreement has been formally finalized.
17:40
S&P Global Ratings stated in a report released on Monday that artificial intelligence is evolving from a strategic option into a key variable for credit ratings. The report noted that the divergence in adoption pace and governance maturity will determine the strength or weakness of financial institutions' credit quality, with lagging banks potentially facing additional pressure. According to S&P's June survey of 179 global financial institutions, respondents expect AI to drive cost reductions of up to 4% this year, rising to 6% to 8% by 2028. Miriam Fernandez, S&P's Head of AI Research and Applications, emphasized that the credit impact depends on an institution's ability to translate cost savings and additional revenue into sustainable profitability improvements while maintaining robust risk management.
17:35
GameStop shares rose 3% in after-hours trading after CEO Ryan Cohen reported an insider stock transaction to the U.S. Securities and Exchange Commission.
17:23
The S&P 500's internal divergence, where new lows outnumbered new highs, was last observed on Dec. 21, 1999, just months before the Dotcom Bubble top. Analysts note that the S&P 500's gains were led by communication services, information technology, and consumer discretionary sectors, with some of these still significantly below their highs. This suggests leadership is battling against weaker near-term performance, making it easier for new lows to form than new highs. If Middle East tensions persist, energy prices remain high, and the Fed continues hiking rates, similar trading days could occur.
17:18
KKR & Co. expects more dealmaking opportunities in South Korea, betting on the country's central role in the global artificial-intelligence supply chain to fuel demand for data centers and power.
17:13
The proposed bank will be able to custody and manage fiat, securities, and digital assets, but Catena must meet capital, liquidity, and pre-opening requirements before operations.
17:11
MarketWatch analysis suggests that stocks artificially depressed by tax-loss selling in the fourth quarter often rebound in January once the selling pressure subsides. This strategy is referred to as 'Wall Street’s Only ‘Free Lunch’' by Jeffrey Hirsch of the Stock Trader’s Almanac.
17:04
Superbank CEO Tigor Siahaan stated that the digital lender aims to carve out a larger market share in Indonesia's competitive banking industry. Siahaan expressed optimism about the bank's growth outlook, despite the weakening rupiah and waning purchasing power, which he considers "short-term noises."

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