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9/21
21:43
The chemical company has added production capacity and commercialized new materials in the second half of this year, while also carrying out operational excellence and AI transformation projects. It plans to strengthen research.
21:21
Proprietary traders' share of equity derivatives turnover at the National Stock Exchange of India Ltd. has fallen to its lowest level in almost four years. This decline is attributed to problems with the closing auction mechanism and an increasingly restrictive trading environment.
21:17
Oracle provider Pragma's September 18 assessment identified 6 out of 22 mainnet market and rate feeds as critical risk, warning that an available token price does not guarantee sufficient liquidity for lenders to sell collateral and cover loans. This assessment follows a September 17 borrowing exploit at Nostra, a lending protocol on Starknet, where a manipulated NSTR oracle price allowed an account to borrow approximately $3.5 million in other assets against NSTR collateral. Pragma rated BROTHER, DAI, DOG, EKUBO, LORDS, and NSTR as critical, with nine other feeds rated high risk.
21:13
In his latest article, "Frontier Overhangs," Thompson points out that the AI industry is facing a "fivefold overhang" in capabilities, products, pricing, capital, and safety. This indicates that absolute leadership in model capabilities is no longer a sufficient condition for building a commercial moat. He believes that models and application layers are moving towards modular separation, and products like Meta's Muse demonstrate that non-top-tier models can also build products with strong user stickiness. Thompson also questions Anthropic CEO Dario Amodei's call to "slow down frontier AI," arguing that his safety-driven discourse aligns closely with the commercial difficulties faced by frontier labs.
21:13
Musk reposted AlexFinn's tweet, which announced the release of the Grok 4.7 model and highlighted it as an "exceptional" model. AlexFinn stated that Grok 4.7 was specifically trained for Grok Bot as a fully autonomous agent model, designed to perform knowledge work better than users, and claimed it could boost productivity tenfold.
20:58
British Prime Minister Andy Burnham stated on Monday that the Royal Air Force will provide "defensive" air-to-air refuelling for Saudi planes. This agreement, which is time-limited and under review, comes after Saudi Arabia requested military support following renewed conflict with Yemen's Houthis. The Houthis have launched missile and drone strikes on Saudi Arabia and seized the crucial port city of Mocha and Red Sea islands, impacting shipping traffic through the Bab al-Mandeb. Burnham emphasized the mission is to secure British and regional interests by keeping oil pathways open, and will involve one RAF Voyager supporting Saudi aircraft defending against attacks, not for offensive strikes against the Houthis.
20:53
U.S. federal prosecutors are investigating whether Binance Holdings Ltd., the world's largest cryptocurrency exchange, violated U.S. sanctions against Iran by failing to prevent certain transactions on its platform, according to people familiar with the matter.
20:50
Citi Research stated that a moderately positive catalyst could trigger a sharp short-covering rally in the Nikkei, and the same applies to the KOSPI.
20:39
European businesses in China are urging the Chinese government to address issues of overcapacity and intense price competition ahead of crucial talks next month, according to a report released on Tuesday.
20:35
OpenAI has informed some investors that it anticipates cumulative losses to reach $278 billion by the end of 2030, primarily due to investments in cloud computing and chips, the Financial Times reported. This figure is significantly higher than the $180 billion forecast disclosed to investors earlier this year.
20:34
The benchmark Korea Composite Stock Price Index (KOSPI) rose 141.58 points to 7,149.3 as of 9:15 a.m. local time. This follows a record close for the tech-heavy Nasdaq Composite, driven by renewed optimism for artificial intelligence, and a fall in global oil prices and bond yields. On Monday, US stocks rallied, with the Nasdaq Composite rising 2.3 percent and the S&P 500 gaining 1.5 percent.
20:22
Boeing CEO Kelly Ortberg stated last week that he has lowered his expectations for China to fulfill its commitment for 200 passenger aircraft through a single bulk order, now anticipating that purchases will be made by individual airlines as incremental orders. This follows the May summit between U.S. and Chinese leaders, where Beijing agreed to increase purchases of U.S. agricultural products and Boeing aircraft.
20:22
China's Foreign Ministry confirmed on Monday that Chinese President Xi Jinping will visit the United States from Wednesday to Friday for a summit with US President Donald Trump. The two sides are expected to extend the trade truce agreement set to expire in November. Additionally, given the disruptive impact of the Iran issue on the global economy and energy markets, it is anticipated to be a significant topic of discussion during the talks.
20:17
The analysis suggests that Bitcoin's trajectory to 2030 will depend more on its integration into standard financial and technological infrastructure than on retail-driven speculative cycles. Under relatively traditional adoption assumptions, a reasonable framework price range for Bitcoin in 2030 is $150,000 to $500,000; if monetary and institutional transformation is stronger, Bitcoin's price could be pushed to $750,000 to $1,000,000. However, if crypto infrastructure fails to move beyond the speculative phase, Bitcoin could be closer to the $80,000 to $150,000 range. Influencing factors include AI autonomous payments, a significant expansion of the stablecoin market, regulatory clarity, increased institutional adoption, and the Bitcoin halving in 2028. The article mentions that the U.S. Senate's Digital Asset Market Clarity Act failed to pass on September 15, but lawmakers plan to continue their efforts. Additionally, the U.S. passed the GENIUS Act in July 2025, establishing a federal framework for stablecoin payments.
20:15
U.S. retail diesel prices surged to a record high of $6.51 per gallon on Monday, marking an increase of over 70% since February before the outbreak of the Iran war. Republican lawmakers from agricultural states are collectively pressuring the Donald Trump administration to ban diesel exports to alleviate fuel cost burdens for farmers and truck drivers. Iowa Senator Chuck Grassley and others have publicly urged a halt to exports, while Tennessee Representative Tim Burchett has even proposed legislation demanding an immediate export ban until January 2027, or the implementation of a price trigger mechanism. The White House has explicitly rejected this proposal, with an official stating that the administration is not considering export bans or restrictions. However, energy consulting firm Rapidan Energy predicts that the probability of the White House implementing an export ban has reached 35%. The U.S. oil industry strongly opposes such measures, warning that export restrictions would exacerbate the problem, but the market remains highly vigilant regarding the risk of a policy shift.
20:15
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterprises face "cyclically inflated" earnings and valuations, and that hyperscale cloud providers have higher actual economic leverage, which may limit their ability to fund the next phase of large-scale AI infrastructure development.

Meanwhile, Michael Burry, known as "The Big Short," estimates that leading tech giants such as Amazon, Meta, Alphabet, Microsoft, and Oracle collectively hold over $3 trillion in off-balance-sheet commitments, including uncommenced lease and purchase commitments. This has prompted scrutiny of the sustainability of their expansion capabilities. Burry is concerned that long-term leases and purchase expenditures are locked in, while the economic value of equipment, technological requirements, and future demand changes may occur more rapidly, leading to a structural mismatch between capital recovery and hardware updates for these companies.
20:14
Bank of Canada Governor Tiff Macklem stated on Monday that a new round of U.S. tariffs could prompt businesses to delay investment and hiring, causing Canada's fourth-quarter economic growth to "roughly halve" to below 1%. Meanwhile, annual inflation remains at 3% (above the 2% target), and could rise further if oil prices stay near $100 per barrel. This warning marks a substantial downward revision in the central bank's assessment of the economic outlook, sharply narrowing its policy space.
20:03
Purpose-built student accommodation (PBSA) is attracting mainland Chinese university students away from Hong Kong's traditional rental market. Despite higher rents than many private residences, these professionally managed apartments are favored for their convenience, safety, predictable costs, and better living environment, which help offset the increased rent and longer commute times.
20:02
According to MLCC distributor Wang Jun, spot prices for consumer-grade MLCCs have fallen by two-thirds from their peak two months ago, while prices for AI server components remain high. This divergence reflects that AI server demand is surpassing demand for consumer electronics.

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