Macro
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Iran's military announced that it has maximized the opportunity to enhance its military capabilities during the ceasefire with the United States, and missile production has increased.
Last month, Iranian Islamic Revolutionary Guard Corps (IRGC) spokesperson Hossein Mohbi stated that Iran's missile production speed increased during the ceasefire, and missile accuracy improved throug
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S&P 500 Hits Fresh All-Time High on Tuesday, While Some Valuation Metrics Suggest It's a Bargain
Despite the S&P 500 index returning to record territory on Tuesday after a two-month hiatus, some popular valuation metrics are indicating that the large-cap index looks like a bargain. Wall Street co
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Furukawa Electric to invest $635 million in Japan, US, Brazil, and India to double optical fiber production capacity amid AI boom, serving data centers.
Furukawa Electric to invest $635 million in Japan, US, Brazil, and India to double optical fiber production capacity amid AI boom, serving data centers.
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Israel's West Bank settlement activity surges amid election pressure, UN warns of "all-time high" attacks
Analysts suggest the uptick in settlement activity is driven by upcoming October elections, as hard-right factions seek to solidify their hold on the occupied West Bank. The United Nations warned last
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Fed reporter Nick Timiraos notes market participants believe inflation data is paramount, with Fed Governor Waller potentially casting the decisive vote in a tie, and highlights the Septembe
Timiraos adds that an 8-4 decision to hold rates, with Waller joining the three presidents, would not be favorable for the Fed leadership. He emphasizes that the September Summary of Economic Projecti
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Tether Q2净运营利润达15亿美元,环比增长近50%,但超额储备金环比下降50%至41.1亿美元
全球最大的稳定币发行商Tether在2026年第二季度实现了约15亿美元的净运营利润,较第一季度的10.4亿美元增长了近50%。尽管利润强劲增长,其超额储备金却在同一季度内下降了50%,从第一季度的82.3亿美元降至41.1亿美元。Tether表示,所有USDT仍得到充分支持,储备金下降不影响偿付能力。截至6月底,Tether的总资产为1877.5亿美元,负债为1836.4亿美元。该公司还披露持有
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OPEC's oil output rebounded in July, driven mainly by Kuwait, Saudi Arabia, and Iraq, a Bloomberg survey showed.
Bloomberg survey shows OPEC's crude oil production rebounded in July, mainly driven by Kuwait, Saudi Arabia, and Iraq, offsetting some wartime losses. This comes despite opaque shipping data complicat
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Big Tech firms including Microsoft, Meta, Oracle, Amazon and Alphabet have committed approximately $1.16 trillion in future lease payments for AI data centers, Reuters reports
The commitments, largely for data centers needed to power the artificial intelligence boom, represent a substantial part of these companies' AI spending spree that has already been locked in. These pa
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Nvidia's market cap nears $5.1 trillion, reclaiming its position as the most valuable stock after Apple's decline
Nvidia's stock moved towards its fourth consecutive gain on Tuesday, clearing a key technical level. This surge comes as rival AI chipmaker Advanced Micro Devices (AMD) prepares for its earnings updat
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Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was prima
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Applied Digital (APLD) Q4 FY2026 revenue increased by 407% year-over-year to $258.7 million, exceeding market expectations.
Applied Digital Corp (APLD) announced fourth-quarter fiscal year 2026 revenue of $258.7 million, a 407% year-over-year increase, significantly exceeding market expectations of $94.8 million. The compa
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Japan is considering deploying U.S.-made AI systems from Palantir and Anduril in its Self-Defense Force to accelerate decision-making and integrate operations with the American military.
The Japanese government plans to use multiple U.S.-made AI systems for command and control within its Self-Defense Force units, with homegrown AI overseeing them for quick implementation.
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Intel Soars 10% to $99.74, AMD Jumps 8% to $522, Broadcom Rises 6% to $416 as Chip Stocks Ride a Risk-On Rally
英特尔股价上涨主要受空头回补推动,此前其股价在一个月内下跌了24%。同时,AMD股价上涨得益于其数据中心业务57%的同比增长。iShares Semiconductor ETF (SOXX) 也上涨6%至$540,反映出芯片板块的普遍涨势。纳斯达克100指数当日上涨2.8%,市场波动性下降,交易员积极转向增长型和周期性股票,推动了此次芯片股的整体反弹。
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Markets view Fed's inflation credibility with skepticism, seeing "all hat, no cattle" as 30-year Treasury yield hits highest since 2007
Despite Federal Reserve Chairman Kevin Warsh's recent pledge to deliver 2% inflation and "not a whisper more," markets responded with a clear warning, pushing long-dated bond yields higher. The 30-yea
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Analysis indicates that UPS's future prospects are better than two years ago, with revenue projected to grow by 3% to $91.2 billion in 2026, and adjusted earnings per share to increase by 1% to $7.22.
An analysis article published by Yahoo Finance points out that although UPS stock price is still below its all-time high of $192.88 set on February 2, 2022, its future prospects are brighter than two
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Greenskeeper Asset Management: Alphabet (GOOG) Q2 2026 Search revenue up nearly 20% driven by AI, Cloud margins hit 33%
Greenskeeper Asset Management stated in its Q2 2026 investor letter that Alphabet (GOOG) saw its Search revenue grow nearly 20% in the most recent quarter, driven by AI integration, including AI Overv
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NVIDIA Chips Face 12:1 Supply-Demand Ratio, Experts Say, as Meta, Oracle, and Others Turn to Hyperscale Computing, Intensifying GPU Demand
Dan Ives, an analyst at Wedbush Securities, noted that NVIDIA (Nvidia) chips face a 12:1 supply-demand ratio, thanks to companies like Meta and Oracle actively shifting to hyperscale computing, which
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Apple Stock Falls 10% Post-Earnings on Missed Services Revenue and Weak Q4 Guidance
Apple shares fell as much as 10% after the company reported its fiscal third-quarter 2026 results on July 30. The decline was primarily attributed to services revenue of $30.7 billion, which fell shor
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US ISM manufacturing index hits 4-year high of 55.6, S&P 500 profit margins reach record 16.7% in Q2 2026, fueling speculation Fed could raise rates in 2026
The Institute for Supply Management's (ISM) manufacturing index climbed to 55.6, its highest reading since May 2022 and the seventh consecutive month of expansion. Concurrently, S&P 500 net profit mar
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US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
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Social Security Becomes Primary Retirement Plan for Many Americans, Averaging ~$25,000 Annually, But Is Often Insufficient
A new survey reveals that over 4 in 10 workers aged 55 and older expect Social Security to be their primary source of retirement income, despite the average annual benefit being approximately $25,000
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Hedge fund manager Stanley Druckenmiller将其34亿美元投资组合的18%配置于基因检测公司Natera
根据最新的13-F文件,传奇对冲基金经理Stanley Druckenmiller通过其家族办公室增持了基因检测公司Natera (NASDAQ: NTRA)的股份,使其成为其美国上市股票投资组合中最大的持仓,占比达18%。该分析文章指出,Natera在过去一年中股价上涨近100%,但目前市销率达到15倍,远高于美股市场平均水平,反映出投资者对其增长前景的乐观预期。Natera专注于产前和癌症检测
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Senators Warren and Blumenthal Ask SEC to Investigate Trump's Memecoin ($TRUMP) Over 'Fraudulent Enrichment' Concerns
The senators requested the U.S. Securities and Exchange Commission (SEC) probe the memecoin, citing an estimated $3.8 billion in losses for nearly a million investors, while former President Trump's f
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DeItaone: Iran's Foreign Minister Spokesperson Says Talks with Oman Assessed as 'Positive' at Both Technical and Political Levels - State Media
DeItaone: Iran's Foreign Minister Spokesperson Says Talks with Oman Assessed as 'Positive' at Both Technical and Political Levels - State Media
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China's National Bureau of Statistics: The total output of early rice nationwide in 2026 was 28.292 million tons, a year-on-year decrease of 0.8%.
According to data released by the National Bureau of Statistics, the national per-unit area yield of early rice in 2026 was 5963.4 kg/hectare, a decrease of 48.5 kg/hectare or 0.8% compared to 2025; t
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AI helps Southeast Asia-based scammers cut costs, leading to wider spread of cross-border crimes
The use of artificial intelligence is facilitating the spread of fraud and other cross-border crimes in Southeast Asia. US-driven clampdowns are prompting these fraud groups to relocate from countries
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South Korea's KOSPI index opened down 1.35% on Friday, then narrowed its losses to 0.31%, closing at 6,831.53 points, dragged down by a renewed rise in US Treasury yields and higher oil prices.
U.S. government bond yields resumed their rise on Thursday, reversing some of the previous day's declines, after the U.S. Treasury announced an expansion of bond buybacks.
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South Korea's Exports Jumped 56% in Early August, Driven by Strong Chip Shipments
South Korea's exports surged 56% from a year earlier over the first 20 days of August, reaching $55.2 billion, customs data showed. This marks the highest level for the 20-day period for any August, w
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South Korea's producer prices in July fell 0.4% for the first time in 11 months, due to lower oil prices.
South Korea's central bank data shows that the Producer Price Index in July fell by 0.4% month-on-month, the first monthly decline since August 2025. This was mainly driven by falling global crude oil
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Donald Trump vows 'economic D-Day' on Iran, threatens 'massive' economic consequences for countries doing business with it
US Treasury Secretary Scott Bessent stated that the United States will take action against any country deemed to be providing a lifeline to Iran, and will announce the specific mechanisms for new econ
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Changpeng Zhao: Supports tokenization on all blockchains, believes it's the best way for nations to raise funds and attract foreign direct investment
He pointed out that although tokenization brings about the problem of "fragmented liquidity," it is the fastest way to drive industry growth and can be partially solved by improving interoperability b
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Japan's headline inflation hit 1.9% in July, highest this year, driven by energy prices due to the Iran war
Core inflation, which excludes fresh food but includes energy, rose 1.8%, in line with expectations. Wholesale inflation also surged to 7.2% in July, with electricity charges being the largest contrib
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Yemeni government forces and Houthi rebels escalated clashes, with government forces launching 81 attacks within 24 hours, and Houthi rebels claiming to have attacked targets inside Saudi Arabia.
A Yemeni government military spokesman stated that over the past 24 hours, government forces launched 81 attacks on Houthi positions, resulting in the "elimination" of several Houthi fighters and fiel
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Elon Musk retweeted a post stating that if humanoid robots possess high dexterity and intelligence, everyone will have access to healthcare services surpassing those available to the wealthiest people on Earth, and human happiness will be significantly enhanced.
Elon Musk retweeted a post from cb_doge, which quoted Musk himself stating that highly dexterous and intelligent humanoid robots will enable everyone to receive better medical care than even the wealt
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OpenAI is gaining on Anthropic with US business users in Q3, though Anthropic still leads in market share as of July, new data indicates
Data from corporate credit card and expense management company Ramp shows OpenAI is growing faster among US businesses in Q3 to date, after losing the lead to Anthropic in May. As of July, Anthropic h
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Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
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The White House released the "National Space Transportation Policy," aiming to ensure continued U.S. leadership in space and planning to support over 1,000 launches and reentries annually by 2030.
The policy identifies space access as a critical national and economic security interest and directs U.S. executive departments and agencies to take actions including optimizing launch and reentry inf
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Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
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UK life insurer Standard Life has reached an agreement with CVC, Goldman Sachs, and PGIM to invest over a trillion dollars in private market assets for UK pension funds.
London-based life insurer Standard Life announced on Thursday that it has reached an agreement with private equity firms CVC Capital Partners, Goldman Sachs, and PGIM, the asset management arm of Prud
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The United States imposed new sanctions on nine Cuban state-owned mining, metals, and construction companies and three leaders.
The Cuban Ministry of Construction and government-controlled import companies are among the sanctioned entities, according to a notice published Thursday on the U.S. Treasury Department website. U.S.
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Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
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Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
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Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
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US Imposes New Sanctions on International Criminal Court (ICC) After It Sought Arrest Warrant for Israeli PM Netanyahu
The move has drawn condemnation from the United Nations and the European Union but was welcomed by Israel.
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US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
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Japan's global patent share in core AI fields shrinks from 25% to 8% over two decades, falling behind US and China
Japan now ranks fourth in patents for AI mechanisms and foundational technologies, with China, the U.S., and South Korea occupying the top three spots.
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MarketWatch analysis points out that historical data shows interest rates typically fall, rather than rise, when a bull market tops out, making the current question from market analysts about "how high interest rates need to rise to kill the bull market" misguided.
A MarketWatch article points out that many Wall Street analysts have recently focused on how high interest rates need to rise to end the bull market, but historical experience shows that interest rate
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Norway's crude oil production in July fell by nearly 200,000 barrels per day year-on-year to 1.776 million barrels per day, as the supply crisis in the Gulf region continued.
Preliminary data from the Norwegian Offshore Directorate shows that the country's crude oil production averaged 1.776 million barrels per day (bpd) in July, a decrease of approximately 195,000 bpd fro
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Macro
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