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Macro
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Fed Insider Nick Timiraos Reports: Bessent Says Fed's FIMA Repo Facility for Currency Intervention is a Routine Tool, Upsizing $60 Billion Cap is "Reasonable"
According to Nick Timiraos, Bessent stated on CNBC on Tuesday that the Fed's FIMA repo facility, when used for currency intervention, is a routine tool applied as intended. Bessent explained that the
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Singapore MAS: No need for centralised digital service to manage recurring payments, will continue to monitor developments
Singapore's central bank, the Monetary Authority of Singapore (MAS), stated in a written reply to a parliamentary question that there is currently no need for a centralised digital service to enable c
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Trump Administration preparing to set price floor, tariffs on imports of polysilicon and derivative products used in chips and solar panels - Sources
Trump Administration preparing to set price floor, tariffs on imports of polysilicon and derivative products used in chips and solar panels - Sources
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Wall Street Is Deepening Its Crypto Grip and Rewiring the Market
Despite Bitcoin’s prolonged bear market, a fundamental shift is occurring beneath the surface, with hedge funds and asset managers quietly replacing retail traders as the dominant forces in the crypto
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NVIDIA Joins National Science Foundation’s State and Regional AI Innovation Institutes Program to Expand AI Research and Education Across the U.S.
The program, launched today, aims to expand access to advanced computing, data, software, and expertise needed for AI-driven research and education through public-private partnerships. It will support
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Fed insider Nick Timiraos relayed: Bessent's monetary policy stance has shifted from favoring "rate cuts" in January to favoring "no rate hikes" in August.
Fed insider Nick Timiraos relayed: Bessent's monetary policy stance has shifted from favoring "rate cuts" in January to favoring "no rate hikes" in August.
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Analysis points to a recovery in the nuclear energy market, with a projected global market compound annual growth rate of 4.9% from 2026-2033, recommending BWX Technologies as an investment target.
An analysis article published by Yahoo Finance points out that the nuclear energy market is recovering, driven by decarbonization initiatives, safer nuclear technology, and the rapid growth of the clo
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Bob Sloan, founder of S3 Partners, said short sellers are betting big on SpaceX, calling it "one of the most frothy trades" on Wall Street, with shorts already billions of dollars ahead.
Bob Sloan, founder of S3 Partners, said short sellers are betting big on SpaceX, calling it "one of the most frothy trades" on Wall Street, with shorts already billions of dollars ahead.
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Morgan Stanley projects US AI data centers to face 38 GW electricity gap through 2028, identifying GE Vernova as a key beneficiary
Morgan Stanley estimates that US data centers will need an additional 68 gigawatts (GW) of electricity between 2026 and 2028. After accounting for projects under construction and available grid capaci
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Intel's stock price fell 35.4% last month due to a broad sell-off in chip stocks and investor concerns about its excessive capital expenditures.
Intel's stock price fell sharply in July, mainly due to a general sell-off in chip stocks and investor concerns about its excessive capital expenditure (capex). The company stated during its second-qu
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Corvex signs multi-year agreement to provide NVIDIA Blackwell GPU infrastructure to a leading AI company, funding expansion without issuing new equity
Corvex (NASDAQ:MOVE) announced the multi-year agreement, stating that the expansion will be financed through debt, customer prepayments, and existing cash, thereby avoiding additional equity issuance.
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DeItaone: Iran Weighs Allowing Europe to Clear Mines in Strait of Hormuz
DeItaone: Iran Weighs Allowing Europe to Clear Mines in Strait of Hormuz
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Fundstrat's Tom Lee Predicts Stocks Could Soar to New Highs in August, Citing Six Potential Drivers
Tom Lee, head of research at Fundstrat, believes the U.S. stock market could reach new highs in August, outlining six potential drivers. He noted that despite the S&P 500 and Nasdaq being broadly flat
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Wall Street Strategist Matt Maley: Amazon Poised to Win AI Infrastructure Race, Oracle Faces Customer Churn Risk
Matt Maley, chief market strategist at Miller Tabak, stated on CNBC that the AI infrastructure race initially had five or six major players, and he expects only one or two to ultimately emerge victori
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An analysis ranked Microsoft and Amazon as clear leaders in Big Tech's AI spending durability and transparency, followed by Alphabet, Meta, and Oracle.
The analysis, which assessed five hyperscalers across AI infrastructure spending plans, funding, balance sheet capacity, and verifiable payoff, found a consistent ranking. Microsoft and Amazon were id
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Palantir's Q2 earnings beat expectations, with revenue and demand accelerating, sending its stock soaring on Tuesday morning.
Data analysis company Palantir announced better-than-expected second-quarter earnings, with revenue and demand both accelerating. Deutsche Bank analyst Brad Zelnick said this further strengthens the v
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U.S. Department of Defense Signs Multi-Billion Dollar Agreements with Lockheed Martin, Northrop Grumman to Accelerelate Production of Patriot Missile and THAAD Interceptor Components
The U.S. Department of Defense on Monday signed a multi-billion dollar framework agreement with Lockheed Martin and Northrop Grumman, aiming to accelerate the production of Patriot missile and THAAD i
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Jim Cramer calls current market “most exciting moment” of his career as $1.2 trillion data center boom pushes Dow to record high
Cramer stated on CNBC that the $1.2 trillion data center capital expenditure wave, driven by AI infrastructure, is growing at 30% annually, presenting a "generational opportunity" for investors. He no
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Jim Cramer says Nvidia chips are scarce and holding value, pushing NVDA stock up 2.93% to $206.64 on August 3
CNBC host Jim Cramer stated on X that Nvidia chips are scarce and retaining value, which he attributed to the stock's surge. This comes as analysts point to severe constraints in TSMC's N3 process waf
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New Jersey sues Amazon for antitrust violations, alleging 'monopsony' power over delivery contractors leads to suppressed wages and competition
New Jersey Attorney General Jennifer Davenport announced the lawsuit, alleging Amazon abuses its power over third-party delivery contractors by preventing them from unionizing and restricting them fro
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Micron shares rose 6% to $880, SK Hynix rose 4% to $148, and SanDisk rose 8% to $1393, as Wall Street raised AI memory price targets
Memory and storage chip stocks generally rose in early trading on Tuesday, after Sandisk and Hynix released the first High Bandwidth Flash (HBF) industry standard, which is expected to expand the addr
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NVIDIA Alpamayo 2 Super Open Inference Model Now Commercially Available, Empowering Robotaxis and Autonomous Vehicles to Tackle Complex Scenarios
NVIDIA announced that its Alpamayo 2 Super open inference model is now available for commercial use, designed to help robotaxis and autonomous vehicles (AVs) address rare and complex driving situation
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NVIDIA introduced several AI storage technology advancements at the FMS conference, including the open-source cuFile API and the Storage-Next initiative, to address the immense demand for memory and storage from AI.
NVIDIA announced at the Future Memory & Storage (FMS) conference that, to address the immense demand from AI for large-scale datasets and context windows, the company is introducing several advancemen
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Apple's Indian supplier, Tata Electronics, experienced a cyber leak, which Chinese state media used to promote the reliability of China's supply chain.
Apple's Indian supplier, Tata Electronics, reportedly recently suffered a cyber leak involving specifications for Apple's unreleased iPhone 18 Pro model. Chinese state media leveraged this incident to
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our next forever war
U.S. Senator Chris Van Hollen warned that the Trump administration's Iran campaign is escalating into "our next forever war," and called for an immediate end. He shared an article on X about U.S.-Isra
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the "danger" in Riyadh has been cleared
Saudi Arabia's civil defense department officially announced that the "danger" in Riyadh has been cleared. This followed a statement from the Saudi-led coalition that its air defense systems had inter
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King Khalid International Airport in Riyadh, Saudi Arabia
Yemen's Houthi group reiterated its warning to airlines, airport staff, and travelers not to use King Khalid International Airport in Riyadh, Saudi Arabia. The group's spokesperson, Yahya Saree, state
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Iranian parliamentary delegation will still participate in the meeting
The Iranian Embassy in India announced that Mohammad Bagher Ghalibaf, Speaker of the Iranian Parliament and chief negotiator, will not attend the 12th BRICS Parliamentary Forum in New Delhi, India, du
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The meeting allowed participants to personally understand Hong Kong's role as a bridge
Hong Kong Financial Secretary Paul Chan said on Sunday that hosting the recently concluded APEC Finance Ministers' Meeting was of great significance to Hong Kong. The meeting allowed participants to p
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The Bank of Israel publicly rejected Prime Minister Netanyahu's proposal
The Bank of Israel publicly rejected Prime Minister Netanyahu's proposal to use cryptocurrencies to circumvent potential international financial sanctions on October 24, urging the government to maint
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Bulgarians are voting in a presidential election today
Bulgarians are voting in a presidential election today, with the two leading candidates, Iliana Iotova and Andrey Gyurov, condemning recent deadly drone strikes on merchant ships off Bulgaria's Black
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Mitsubishi Motors is re-evaluating its strategic emphasis on Southeast Asia
Mitsubishi Motors is re-evaluating its strategic emphasis on Southeast Asia and will attempt to grow its market share in mature markets like the U.S. and Japan. This pivot comes as Chinese automakers
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Iran is in the "advanced stages" of planning attacks on U.S. personnel abroad
According to Axios and The New York Times, citing U.S. officials and an intelligence memo, Director of National Intelligence Jay Clayton has warned Secretary of State Marco Rubio that Iran is in the "
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Germany's stance regarding the "aggression" against Iran by the US and Israel
Iranian Foreign Ministry spokesperson Esmaeil Baghaei posted on X, highlighting a shift in Germany's stance regarding the "aggression" against Iran by the US and Israel. He contrasted German Chancello
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intercepted and destroyed a drone in the Riyadh region
The Saudi-led coalition announced it has intercepted and destroyed a drone in the Riyadh region. Coalition spokesperson Major General Turki al-Maliki shared the news via the X platform.
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South Korea's current account surplus reached $116.63 billion in the second quarter
South Korea's current account surplus reached $116.63 billion in the second quarter, driven by strong chip exports, ranking second among major global economies and exceeding the combined surpluses of
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Exynos 2700 mobile processor scored nearly 20% higher than Qualcomm's top-tier Snapdragon chip
Samsung Electronics' next-generation Exynos 2700 mobile processor scored nearly 20% higher than Qualcomm's top-tier Snapdragon chip in internal multi-core CPU tests, industry sources revealed on Sunda
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new Israeli government could bring change for Palestinians
Yossi Mekelberg, a senior consulting fellow at Chatham House, believes the new Israeli government could bring change for Palestinians. Mekelberg told Al Jazeera that a new government led by figures su
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Musk and the Starlink team immediately paused all work
Musk retweeted a post, quoting Austen's account that at the beginning of the Russia-Ukraine conflict, after Russian forces disrupted all communications in Ukraine, the Ukrainian side requested Starlin
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UAE's oil supply rebounded to a record high of 5.3 million barrels per day (bpd) in September
UAE's oil supply rebounded to a record high of 5.3 million barrels per day (bpd) in September, but energy analyst Karl Miller noted in an October 22 report that natural gas, petrochemical production,
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Al Jazeera reports an escalation of Israeli blockade and assault operations in Hebron
Al Jazeera reports an escalation of Israeli blockade and assault operations in Hebron, affecting nearly 500,000 Palestinians in the city. Large-scale demolition operations have disfigured the Fash Haw
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middle powers should strengthen cooperation to avoid being held hostage in geopolitics
Australian Treasurer Jim Chalmers stated that middle powers should strengthen cooperation to avoid being held hostage in geopolitics. He believes that economic security and the strengthening of supply
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Chinese SoftBank-backed drone maker XAG says it wants every farmer to own their own robot
Chinese SoftBank-backed drone maker XAG says it wants every farmer to own their own robot. The Chinese startup believes driverless crop sprayers are the answer to dwindling labor and rising temperatur
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As elections in the US and Israel approach, the potential resumption of military action against Iran
As elections in the US and Israel approach, the potential resumption of military action against Iran has once again become a focal point, leading to heightened tensions in the Middle East and increase
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Fighting has intensified in Yemen's Taiz
Fighting has intensified in Yemen's Taiz, with Houthi (Ansar Allah) fighters attempting to break through government defenses and capture the city. Military operations are ongoing, with clashes reporte
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Sri Lanka's real estate market is experiencing a luxury property boom
Sri Lanka's real estate market is experiencing a luxury property boom, bringing optimism to Chinese developers. However, analysts warn that repeated disappointments in Chinese overseas property invest
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Donald Trump's Iran war policy is "the reason for the rise in prices of almost all goods
Former U.S. President Barack Obama stated at a campaign rally in Ohio that Donald Trump's Iran war policy is "the reason for the rise in prices of almost all goods." Obama noted that during his tenure
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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
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XRP Latest Price Trends and RMB-Denominated Analysis
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Mainstream Decentralized Exchanges and Apps Overview
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Ethereum Validator Queue Dynamics: Why Does Staking Inflow Still Exceed 1.3 Million ETH After Exit Queue Clears?
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WEGLD Token: The Wrapped Token in the MultiversX Ecosystem and Investment Considerations
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Complete Guide to Secure and Fast Transfers Between Trust Wallet and BNB Smart Chain (BSC)
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U.S. spot Bitcoin ETFs record $773.43 million in two-day net outflows, with BTC price testing $80,000
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Analyzing Solana's (SOL) Competitiveness in Payments and Remittances
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Firo Project Analysis: History, Technology, and Market Status of Privacy Coins
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NVIDIA, Intel, and AMD have prepaid over $5 billion to secure high-end IC substrate capacity.
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XVG Trading Guide and Platform Software Analysis
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