Macro
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DeItaone reports: Morgan Stanley expects global cloud capital spending to surge to $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates.
The firm believes consensus forecasts are still too conservative, projecting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments,
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DeItaone reports: Deutsche Bank Raises S&P 500 EPS Forecasts for 2026 to $358 (from $342) and 2027 to $420 (from $390) Following Strong Q2 Earnings
The bank's decision follows robust Q2 earnings, with a record 87% of companies beating estimates and profits on track to grow 33%. Deutsche Bank noted that earnings strength is broadening beyond Big T
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JPMorgan Chase CEO Jamie Dimon: Will not broadly invest in the stock market due to geopolitical tensions and overvalued markets
JPMorgan Chase CEO Jamie Dimon stated in an interview last week that he would not be broadly investing in the stock market at the moment due to geopolitical tensions and overvalued market valuations.
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Bank of America's Cabana: The Federal Reserve Faces a Credibility Problem, Bond Market Has Shown It "Cannot Be Fooled"
Mark Cabana, head of US rates strategy at Bank of America Global Research, said the Federal Reserve currently has a "credibility problem," citing the bond market's reaction to the Fed's interest rate
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The U.S. Department of Energy's EDF office is reorienting federal energy financing towards baseload power, transmission, and nuclear energy, having deployed $30 billion in loans and committed $17.5 billion to the nuclear supply chain.
The U.S. Department of Energy's Office of Energy-Dominated Financing (EDF) has committed almost all of its over $289 billion in available loan authority to baseload generation, transmission, and nucle
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India's Imports of Russian Crude Hit New High of 2.8 Million BPD in July, Accounting for Over Half of Total Crude Imports
According to Kpler vessel-tracking data cited by the Times of India, India's crude oil imports from Russia rose to 2.8 million barrels per day (bpd) in July, up from the previous high of 2.7 million b
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China Signals New Era for Mining M&A, Reflecting Beijing's More Risk-Averse Approach
The shift comes after the recalibration of an attempted takeover deal by Zijin Gold, indicating a change in the country's approach to such transactions.
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The U.S. Senate did not include the Cryptocurrency Transparency Bill on Monday's agenda, with only 5 session days remaining before the summer recess.
In terms of regulation, the U.S. Senate reportedly did not include the Cryptocurrency Clarity Act on its agenda on Monday. Given that the Senate's summer recess is scheduled to begin around August 10,
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Ukraine strikes another warehouse of Russia’s biggest retailer Wildberries in drone attack
Ukraine has struck another warehouse belonging to Russian e-commerce giant Wildberries in a long-range drone attack.
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India launches $8.83bn 'Samudra Manthan' scheme to boost offshore oil and gas exploration
India's Union Cabinet has approved the National Offshore Exploration Scheme, known as Samudra Manthan, allocating Rs840.84bn ($8.83bn) through the financial year 2030–31. The initiative, chaired by Pr
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Convertus Group Secures C$135M ($96M) in Project Financing for Flagship Biofuel Facility in Ontario, Canada
The financing, provided by Power Sustainable Infrastructure Credit (PSIC), will support the facility in York Region, designed to process up to 200,000 tonnes of organic waste annually. It is expected
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South Korea's central bank increased its gold holdings for the first time in 13 years, while simultaneously investing in gold ETFs.
The Bank of Korea (BOK) announced the resumption of its gold purchase program, aiming to increase the proportion of gold in its foreign exchange reserves over the medium to long term. It will also int
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Morgan Stanley maintained an "Underweight" rating on Bristol Myers Squibb (BMY) with a price target of $40, significantly below the current share price, due to patent expiration risks and delays in new drug development.
Despite Bristol Myers Squibb's strong second-quarter results and an upward revision to its full-year 2026 revenue forecast, Morgan Stanley reiterated its "Underweight" rating and a price target of $40
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CNBC Analysis: OpenAI's ChatGPT Dominates Early AI Spending in U.S. House of Representatives, Accounting for 88% of Identifiable AI Tool Spending in the Year Ending March 31, 2026
According to CNBC's analysis of House spending records, U.S. House of Representatives offices spent at least $113,740 on identifiable AI tools in the year ending March 31, 2026, with OpenAI's ChatGPT
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South Africa publishes draft regulations for cross-border crypto assets, requiring transactions to be conducted through authorized service providers and reported.
The South African National Treasury and the South African Reserve Bank have jointly released the draft "Crypto Assets Policy Paper," which for the first time clarifies when cross-border crypto asset t
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China revises regulations to strengthen protection for chip designs, allowing punitive damages for infringement
The revised regulations, signed by Premier Li Qiang on July 23 and taking effect on October 15, aim to make it harder to copy chip designs or secure legal rights over designs developed by others. Appl
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JPMorgan Chase strategist Michael Cembalest is "cautious" on AI stocks, citing the risk of semiconductor stocks rising while hyperscale cloud service providers stagnate
JPMorgan Chase strategist Michael Cembalest, in his July 22 "Eye on the Market" report, stated that he is turning "cautious" on the technicals of the U.S. stock market given recent trends in artificia
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The European Commission gains new enforcement powers under the AI Act, allowing it to inspect AI models, restrict market access, and fine companies like Anthropic, OpenAI, and Google up to €15 million or 3% of annual turnover.
These powers, which came into effect on Sunday, are designed to tighten the regulation of general-purpose AI models. The move could exacerbate tensions between the US and the EU over tech sovereignty
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10x Research: Bitcoin May Hit Bear Market Bottom in August, But Rising US Treasury Yields May Force the Federal Reserve to Hike Rates in September
Crypto research firm 10x Research points out that Bitcoin might confirm a bear market bottom in August, even though rising US government bond yields could force the Federal Reserve to hike interest ra
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Chinese LGFV Says It Can Repay $160 Million Offshore Notes Due Next Week Despite Refinancing Bond Sale Delay
A Chinese municipal borrower stated it has sufficient funds to repay 1.08 billion yuan ($160 million) in offshore notes maturing next week, even after a planned refinancing bond sale was delayed, acco
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SpaceX's First Financial Report to Reveal Musk's AI Spending, Analysts Project Q2 Revenue of $6.93 Billion, Loss of $1.55 Billion
SpaceX is set to release its first earnings report since its record-breaking IPO after the market closes, with market attention focused on whether its Starlink profits can support the company's rapidl
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Donald Trump claims his tariff policies led to the "largest ever" reduction in the US trade deficit, but economists are divided on their effectiveness
Donald Trump celebrated a significant 55% drop in the trade deficit on social media, stating "Thank you, Tariff Man." However, the latest data shows that as of May 2026, the U.S. trade deficit in good
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Europe's key rivers are drying up due to heatwaves, curbing power generation and pushing up energy prices
Europe's major rivers are experiencing significant drying after a series of heatwaves across the region. This situation is also restricting power generation from France to Hungary, leading to increase
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BNP Paribas Expects U.S. Treasury Yields to Rise, Forecasts Three Fed Hikes Starting in December
The bank argues investors will continue to question the Fed's credibility after last week's decision to hold rates steady despite three dissenting votes for a hike.
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Qatar is mediating in Iran, coordinating with the U.S. in a diplomatic effort to de-escalate regional tensions, Reuters reports.
Qatar is mediating in Iran, coordinating with the U.S. in a diplomatic effort to de-escalate regional tensions, Reuters reports.
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Solana emerged as the primary beneficiary, attracting $453.5 million, accounting for 73% of the total inflow into the top 10 blockchains
A joint report by RWA Foundation and Token Terminal for the week of October 18–25, 2026, reveals a significant capital redistribution in the real-world asset (RWA) tokenization sector. Solana emerged
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Israeli airstrike hits Islamic University of Gaza, Al Jazeera journalist narrowly escapes
Israeli airstrike hits Islamic University of Gaza, Al Jazeera journalist narrowly escapes. According to Al Jazeera, at least three security guards at the Islamic University were killed in the attack,
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Lebanese media reported that Israel's military conducted a major detonation in Yahmar al-Shaqif in Lebanon's Nabatieh district. Artillery shelling was also reported in the towns of Zuter al-Sharqiya and Mayfdoun, also in Nabatieh.
Lebanese media reported that Israel's military conducted a major detonation in Yahmar al-Shaqif in Lebanon's Nabatieh district. Artillery shelling was also reported in the towns of Zuter al-Sharqiya a
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According to The Defiant, USDC holders can transfer tokens without a Circle Mint account, but direct redemption for USD requires one. In contrast, JPM Coin strictly limits participation to approved institutional clients.
According to The Defiant, USDC holders can transfer tokens without a Circle Mint account, but direct redemption for USD requires one. In contrast, JPM Coin strictly limits participation to approved in
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Treasury securities by the end of 2025, accounting for 7% of the market's outstanding debt
Hedge funds held approximately $2 trillion in U.S. Treasury securities by the end of 2025, accounting for 7% of the market's outstanding debt, according to data from the Office of Financial Research.
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UK banks received over 10,000 complaints in the three months from May to August for restricting customers from buying cryptocurrencies
UK banks received over 10,000 complaints in the three months from May to August for restricting customers from buying cryptocurrencies. Data from advocacy group Stand With Crypto (SWC) shows that a to
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Iran's parliament speaker Mohammad Bagher Ghalibaf has called for a nationwide effort to cut gas consumption by at least 10 percent, citing anticipated shortages as winter approaches.
Iran's parliament speaker Mohammad Bagher Ghalibaf has called for a nationwide effort to cut gas consumption by at least 10 percent, citing anticipated shortages as winter approaches.
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Despite soaring U.S. Treasury yields, some of the world's largest asset managers are increasing their exposure to emerging market bonds, weakening traditional correlations in financial markets.
Despite soaring U.S. Treasury yields, some of the world's largest asset managers are increasing their exposure to emerging market bonds, weakening traditional correlations in financial markets.
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Al Jazeera's analysis indicates that Israel's large-scale expulsions, blockades, and expansion of settler control in Hebron
Al Jazeera's analysis indicates that Israel's large-scale expulsions, blockades, and expansion of settler control in Hebron, West Bank, threaten to destroy the local economy. Since last Friday, Israel
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Iranian Foreign Ministry official Saeed Khatibzadeh called on Europe to distance itself from the United States and Israel
Iranian Foreign Ministry official Saeed Khatibzadeh called on Europe to distance itself from the United States and Israel, stating that Europe has been marginalized due to "misleading policies" and is
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Food tech startup Wonder, founded by Marc Lore, is actively expanding into automation and user-built restaurant models
Food tech startup Wonder, founded by Marc Lore, is actively expanding into automation and user-built restaurant models, as it prepares for a potential initial public offering (IPO). The company plans
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Al Jazeera reports that Israeli attacks on the Gaza Strip have resulted in at least 5 Palestinian deaths and multiple injuries
Al Jazeera reports that Israeli attacks on the Gaza Strip have resulted in at least 5 Palestinian deaths and multiple injuries. Specifically, an airstrike in southern Khan Younis killed at least 2 peo
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U.S. Central Command (CENTCOM) has reportedly developed plans for a new round of strikes against Iran
U.S. Central Command (CENTCOM) has reportedly developed plans for a new round of strikes against Iran, potentially targeting Iranian energy facilities, infrastructure, and nuclear sites. U.S. Presiden
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The Dogecoin Foundation and House of Doge have terminated their exclusive branding agreement. Under the agreement, House of Doge will retain limited rights to investment products, while a separate agreement will exchange Such App assets for $4 million worth of Dogecoin Labs equity.
The Dogecoin Foundation and House of Doge have terminated their exclusive branding agreement. Under the agreement, House of Doge will retain limited rights to investment products, while a separate agr
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Al Jazeera analysis indicates that several Latin American countries are reversing previous measures to isolate Israel
Al Jazeera analysis indicates that several Latin American countries are reversing previous measures to isolate Israel, seeking closer ties with it. The article quotes Marta Tawil Kuri, a professor at
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The Israeli military announced it has killed members of Hamas and Palestinian Islamic Jihad in attacks in the Gaza Strip. The military also stated it bombed three locations in central Gaza identified as Hamas weapons depots.
The Israeli military announced it has killed members of Hamas and Palestinian Islamic Jihad in attacks in the Gaza Strip. The military also stated it bombed three locations in central Gaza identified
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Iran's Islamic Revolutionary Guard Corps (IRGC) is expanding its 'Janfada' (self-sacrifice) mobilisation campaign across the country
Iran's Islamic Revolutionary Guard Corps (IRGC) is expanding its 'Janfada' (self-sacrifice) mobilisation campaign across the country, aiming to arm and train civilians against domestic and foreign thr
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This included a ballistic missile and a drone targeting Riyadh, as well as 10 ballistic missiles aimed at southern Saudi Arabia
The Saudi-led coalition announced it intercepted drones and missiles launched by Yemen's Houthi rebels in the capital Riyadh and southern regions. This included a ballistic missile and a drone targeti
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Ghalibaf, who is also Iran's top negotiator
Iran's Parliament Speaker Mohammad Bagher Ghalibaf states the US "entered a quagmire" due to its "miscalculations" and cannot force Iran to submit. Ghalibaf, who is also Iran's top negotiator, said th
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Ripple CTO Emeritus David Schwartz has warned against the use of AI content filters to combat XRP scams
Ripple CTO Emeritus David Schwartz has warned against the use of AI content filters to combat XRP scams, stating that attempts to create a "safe vacuum" will destroy freedom of speech and paralyze the
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Israeli attacks on the Gaza Strip have resulted in the deaths of at least two Palestinians, including an 8-year-old girl
Israeli attacks on the Gaza Strip have resulted in the deaths of at least two Palestinians, including an 8-year-old girl. An 8-year-old girl was shot dead in an Israeli attack in Deir al-Balah, centra
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Iranian President Masoud Pezeshkian accused the United States of undermining negotiations aimed at ending the war
U.S. President Donald Trump mockingly responded to a reporter's question about a possible renewed attack on Iran, suggesting that inflation might force Iran to reach an agreement. Meanwhile, Iranian P
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Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America
Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America, with returns outside Big Tech remaining elusive. Revenue p
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Bitcoin as a Bank Reserve Asset: Real-World Exploration and Controversy
As countries such as the United States, El Salvador, and the Czech Republic incorporate Bitcoin into their national reserves or explore its practical applications in various forms, the debate over whether banks should hold Bitcoin as a reserve asset is intensifying. Proponents argue that Bitcoin's scarcity, anti-inflationary properties, and low correlation with traditional assets make it an effective tool for diversifying risk. However, opponents, represented by the European Central Bank (ECB) and the Federal Reserve, emphasize its price volatility, regulatory uncertainty, and security risks, asserting that it does not yet meet the standards for a reserve asset. This article reviews major global case studies and both sides of the argument, exploring the practical possibilities and challenges of this proposition.
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MetalLB: Core Load Balancing Solution for Bare-Metal Kubernetes with Five Key Highlights
MetalLB is an open-source network load balancer specifically designed for bare-metal Kubernetes clusters, addressing the absence of a native LoadBalancer service type in non-cloud environments. The project is currently in Beta but is widely adopted and considered stable and reliable. This article will delve into MetalLB's definition, its current project status, and its five core highlights, including its unique bare-metal load balancing capabilities, Layer 2 and BGP operational modes, lightweight Kubernetes-native design, cost-effectiveness and flexibility, and dynamic IP address allocation and external advertisement features, revealing its critical role in private cloud and edge computing scenarios.
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Previous, Forecast, Actual: These three numbers in the economic calendar are the market's script.
The economic calendar doesn't predict market trends; it merely answers "when, which country, and what numbers will be released." What truly drives prices is the difference between the actual value and the forecast. This article uses two sets of real data to illustrate how to read previous values, forecasts, and actuals, clarifies three common pitfalls—importance ratings, time zones, and revised figures—and provides a replicable weekly scheduling method.
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From Event to Your Screen: The Four Hurdles a Financial News Alert Must Clear
By the time the news is seen, half the market move has already happened. The problem often lies not in judgment, but in the sequence of information arrival. A financial news flash, from event occurrence to reaching the reader, must pass through four checkpoints: source coverage, deduplication and compression, traceable origin, and multi-language synchronization. This article breaks down this chain and provides three questions for ordinary investors to filter out noise.
Macro
24H Trending
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U.S. embassies tighten security as DNI director Jay Clayton warns Iran is in "advanced stages" of planning attacks against Americans; oil prices soar
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Former Hedge Fund Manager: Retail Investors Not More Sophisticated Than 30 Years Ago, Should Favor Index Funds
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Google quietly updated its privacy policy, effective Oct. 16, to allow connected Gmail, Drive, and Photos data to personalize ads when users opt into its Personal Intelligence AI features.
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UN and human rights organizations condemn Israeli evictions in Hebron, while Israeli ministers express support.
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NYSE parent ICE backs 24/7 stock token trading, bypassing Wall Street's conventional pricing rules.
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Al Jazeera: Israeli gunfire killed a Palestinian man in the al-Musadder area of central Gaza; his body has been transferred to Al-Aqsa Martyrs Hospital.
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Bulgarians are voting in a presidential election today
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UAE's oil supply rebounded to a record high of 5.3 million barrels per day (bpd) in September
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SOFI Coin Analysis: What are SoFiUSD and SoFi Earn? How to Trade on the SoFi Platform?
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Lookonchain monitoring: A whale holds a long position of 93,184 ETH (approximately $214 million), with liquidation prices at $2,256.45 and $2,226.53 if the market continues to fall.
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