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9/25
21:03
Trump: Meeting with President Xi was very productive for both U.S.A. and China.
21:03
Gazprom increased gas production by 3.4% in the first half of the year, to 216.55 billion cubic meters, according to IFX
21:03
U.S. Trade Representative Greer: China-U.S. trade negotiations have made progress, are in a controlled trade situation, and more details will be announced on Monday.
21:02
U.S. Trade Representative Greer: Dialogue with China on export controls and national security is not within the scope of these talks.
21:02
US Trade Representative Greer: We have reached agreements with China on a subset of goods we can trade
20:59
Houthis pledge not to target European or U.S. ships in Red Sea, according to FT
Iran-backed Houthis have told the EU they will not target European ships in the Red Sea, according to the FT. The group said its operations near the Bab al-Mandeb Strait are not intended to disrupt international shipping, and has reportedly given similar assurances to the U.S. The Houthis appear increasingly focused on Saudi Arabian interests.
20:54
CoinMarketCap acquires CoinGlass to expand crypto derivatives data offerings
CoinGlass will retain its brand and team, while its website, app, free tools, API and pricing will remain unchanged following the acquisition.
20:54
Internet restricted after conflict erupts in Ethiopia's Tigray region
Conflict erupted between local militias and national forces in Ethiopia's northern Tigray region this Wednesday, leading to disruptions in internet and telephone services across the area. Services from state-owned telecom operator Ethio Telecom have been completely cut off, while those from smaller private company Safaricom remain operational. Internet monitoring organization NetBlocks reported that network data indicated a sub-national level internet disruption in the northern Tigray region. Humanitarian workers stated that local residents rely on banks and mobile payment applications for transactions, and the service outage would have a "devastating" impact, especially as the region has already faced an eight-month cash shortage. The conflict has also triggered panic buying.
20:52
India's Forex Reserves Fall Most in Two Years on Rupee Support
India's foreign exchange reserves dropped by the most in almost two years as the central bank intervened to support the rupee amid surging oil prices.
20:46
Musk Discloses xAI's Hashrate Expansion Plan: Colossus 2 Cluster's NVIDIA Chips May Double to 1.21 Million by Year-End
Elon Musk's artificial intelligence company, xAI, is accelerating its expansion of AI computing power. On September 25, he stated on the social platform X that its AI computing cluster, Colossus 2, has currently deployed 550,000 NVIDIA GB200 and GB300 chips. According to the expansion plan, an additional 220,000 GB300 chips are expected to be operational next week, with another 220,000 coming online in November, and potentially an additional 220,000 by the end of December. If progress is smooth, the total number of chips in Colossus 2 will reach approximately 1.21 million by year-end, an increase of about 120% from the current 550,000.
20:45
Bloomberg: Despite rising bond yields, Middle East tensions, and Federal Reserve rate hikes, the most shorted US stocks are still poised for one of their best years ever.
Bloomberg reports that sustained increases in bond yields, the situation in the Middle East, and the Federal Reserve's actions to curb inflation should have diminished the appeal of the most shorted U.S. stocks. However, this group of stocks has defied expectations, rallying and heading towards one of its best-performing years on record.
20:45
U.S. 30-year Treasury bond yield rises 1.85 basis points to 5.481%, 10-year yield up 2.36 basis points to 5.186% after durable goods data
20:41
U.S. August core capital goods orders rose 1.6% month-over-month, exceeding expectations, while durable goods orders were flat month-over-month.
U.S. core capital goods orders rose 1.6% month-over-month in August, exceeding market expectations, with July's increase revised up from 0.4% to 0.6%, data from the Commerce Department showed on Friday. In contrast, total durable goods orders were largely flat, a significant drop from the previous 1.1% increase, dragged down by a decline in Boeing orders.
20:36
United States Aug Durable Goods Orders MoM
★★★★★Previous 1.1%Forecast -0.4%Actual 0% Above forecast↑
20:33
SlowMist has yet to confirm crypto theft from iPhone Safari attack
Blockchain security firm SlowMist has not yet confirmed any crypto theft stemming from a reported iPhone Safari attack. The analyzed Safari sample targets iOS versions 18.4–18.6.2 by exploiting previously patched flaws, though its effectiveness on iOS 26.5 remains unverified.
20:31
U.S. AI data centers increasingly built on GPU collateral and other novel financing, raising risk for companies without tech giants' deep pockets
20:30
Microsoft updates Copilot app, integrating coding and productivity features to enhance enterprise AI competitiveness.
Microsoft Corp. on Friday launched an updated version of its Copilot application, aiming to integrate programming and complex productivity tasks into a single platform to attract more Office 365 enterprise customers. This move is a strategic adjustment by Microsoft as it seeks a breakthrough in enterprise AI, given that its flagship AI product currently has an adoption rate of less than 7% among 450 million Office 365 business users. The new application will offer Cowork, Code, and Autopilot features, with customers paying based on usage. Microsoft executive Jacob Andreou stated that the company prioritizes user value and output quality, with cost efficiency being a secondary consideration. This initiative also reflects Microsoft's efforts to catch up with competitors like Anthropic in the AI agent market.
20:28
Goldman Sachs: Five Largest US Hyperscalers' AI Infrastructure Spending to Surge 54% to $1.2 Trillion by 2027, Exceeding Wall Street Estimates
Goldman Sachs expects Amazon, Alphabet, Microsoft, Oracle, and Meta to boost their AI infrastructure spending by 54% to $1.2 trillion in 2027, surpassing current Wall Street estimates. These companies are already on track to spend $800 billion this year. Goldman estimates that hyperscalers need approximately $300 billion in annual AI revenue to break even, while rising financing needs and infrastructure constraints could slow future spending growth.
20:28
Former U.S. Director of National Intelligence Haines: Trump Relies More on Intuition Than Expertise
Former US Director of National Intelligence Avril Haines stated that Donald Trump tends to trust his intuition more than expertise when making decisions. She also believes that World War III is a "plausible scenario."
20:25
US seeks to revive Russia-Ukraine ceasefire talks, both sides confirm plan for trilateral meeting
The United States is working to arrange a new round of talks to end the four-and-a-half-year Russia-Ukraine war, with Kyiv and Moscow confirming the plan for a trilateral meeting. The UAE is mooted as a host. Ukraine's President Zelenskyy stated that the US has proposed a technical-level meeting and suggested the Emirates as a possible location, while the Kremlin confirmed a trilateral meeting could be soon. Separately, Zelenskyy reported that eight Ukrainian regions have come under attack by Russian forces since the start of the day, and a Russian oil refinery was forced to suspend operations after a drone attack overnight.
20:15
U.S. natural gas futures extended losses to 5%, with trading highly volatile ahead of contract expiry.
20:15
U.S. Ambassador to China: Donald Trump has made it clear that any assistance from China to Iran is completely unacceptable.
20:14
Paraguay Is Increasing Beef Exports to US But Lacks Quota, President Peña Says
Paraguayan President Santiago Peña stated in a Bloomberg Television interview Friday in New York that while the country is increasing beef exports to the US, it has not been allocated an export quota, unlike the one the Trump administration set for Argentina.
20:14
Italy to Convene Oil Refiners Next Month to Boost Fuels Output Amid Inflation Concerns
The Italian government will meet its oil refining industry next month to discuss a boost in production as concern grows that surging prices for diesel and other fuels could stoke inflation.
20:08
XRP surged 6.27% in a short-term rally within 4 hours, now trading at $1.628.
20:07
MicroStrategy (MSTR) proposes daily dividends for four preferred stock series
MicroStrategy (MSTR) is seeking shareholder approval to shift four preferred stock series — STRF, STRC, STRK, and STRD — to daily dividend payments. The change would not alter dividend rates or total payment obligations, only the frequency. Shareholders will vote at a virtual special meeting on October 28, with STRC potentially beginning daily dividends in November.
20:05
Ethereum co-founder Vitalik Buterin announces new Solidity compiler release
20:04
Meta's AI agent, Muse, has reached 700,000 daily active users, but the service has experienced issues such as degradation and agent task failures.
Meta's personal AI agent, Muse, has seen rapid user growth, with daily active users increasing tenfold to 700,000 in the past 11 days, but server-side pressure has emerged earlier than expected. Alexander Wang, Meta's Chief AI Officer, revealed on September 9 that Muse's early actual usage far exceeded expectations, with user consumption being about 10 times that of the internal testing group. Third-party status monitoring platform SaaSHub has marked Muse as "Degraded," and some users have reported issues such as "unable to search." Additionally, the agent frequently fails when executing complex tasks; in one stress test, Muse attempted to create 120 sub-agents simultaneously but only succeeded in 33. These issues indicate that Muse's actual operational load is significantly higher than early test expectations, and hashrate bottlenecks are gradually surfacing. Muse is currently only available in the United States and Canada, and registration entry has not yet been fully opened on WhatsApp and Instagram.
20:01
Citi maintains overweight rating on U.S. equities, advises buying the next market pullback
Citi maintains overweight rating on U.S. equities, advises buying the next market pullback. The bank notes that stocks have remained resilient despite higher oil prices, interest rates, and Federal Reserve uncertainty. Citi expects AI to remain the key driver for U.S. equities, while observing that markets historically weaken after the Fed's first rate hike and ahead of midterm elections, before recovering towards year-end.
20:01
Barclays Warns: Rising Bond Yields Making Equities Less Attractive, Stock Market Nearing Tipping Point
Barclays warns that rising bond yields are making equities less attractive, with the equity risk premium nearing multi-decade lows. Despite strong corporate earnings and AI-driven growth, oil prices breaking above $100 and renewed central bank tightening are increasing market risks. The bank remains overweight equities but expects continued market volatility ahead of Q3 earnings as investors assess how much yield equities can withstand.

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