Macro
-
China's stock market saw new A-share accounts drop 7% in July to 2.66 million, with margin trading also slowing, amid a global tech sell-off
The slowdown in new account openings and leveraged trading in mainland China's stock market during July is attributed to a global artificial intelligence-linked sell-off, which dampened investor appet
-
Analysis points out that the DXY is in a delicate intermediate state at the 100 mark, with insufficient downward momentum in the short term or limited rebound.
Wall Street Insights analysis points out that after the Japanese Yen intervention shakeout, the DXY has returned to the 100 mark. Currently, based on FX option positions, the US-non-US interest rate d
-
Goldman Sachs: The more than 15-year monopoly of mega-cap tech stocks in the US equity market is breaking down, and market concentration has reached an inflection point
In his latest report, Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, pointed out that global equity markets are undergoing a healthy normalization process, with market returns syn
-
JPMorgan Chase: Recent 25-30% Plunge in Asian Tech Stocks is a Market Misjudgment, Now is the Time to Buy; Expect Continuous EPS Upgrades and Hyperscale Cloud Service Providers' Capex to Increase to $1.49 Trillion by 2027
In its Asia Tech Strategy report published on August 5, JPMorgan Chase noted that despite the recent cumulative decline of 25% to 30% in Asian tech stocks and the Philadelphia Semiconductor Index, the
-
China AI agent unicorn Lovart is reportedly considering an IPO in Hong Kong
Sources say Chinese AI agent unicorn Lovart (under Evoken) is considering an initial public offering (IPO) in Hong Kong, hoping to capitalize on the growing investor demand for artificial intelligence
-
India's LIC share sale draws strong investor demand, prompting the government to expand the offering size to $3.3 billion
The offering, expanded on Tuesday after the base offer was oversubscribed, marks the nation's largest secondary share sale conducted through a stock exchange platform and its second-largest equity fun
-
Goldman Sachs significantly raised its revenue forecast for China's large language models: ARR is expected to increase from $10 billion to $13 billion by the end of 2026, and reach $125 billion by 2030.
In his latest research report on August 3rd, Ronald Keung, an analyst with the Goldman Sachs Asia Pacific Internet team, pointed out that the revenue realization speed of Chinese large model manufactu
-
Goldman Sachs reiterated "buy" ratings for Samsung Electronics and SK Hynix, predicting HBM average selling prices could double by 2027, with long-term agreement terms more favorable to suppliers.
In a research report published on August 4, Goldman Sachs pointed out that despite the recent significant correction in the stock prices of Samsung Electronics and SK Hynix, their valuations have fall
-
Goldman Sachs-backed biotech firm Attovia raises $289 million in US IPO
Attovia Therapeutics Inc. is an early-stage drug developer focused on immune system disorders. Its initial public offering (IPO) priced at the top of its marketed range.
-
SoftBank Group shares surge over 10%, with SK Hynix and Samsung Electronics also gaining significantly, as Asian tech stocks rally on Wall Street's AI optimism
Asian technology stocks surged on Wednesday, tracking a strong overnight rally on Wall Street driven by robust corporate earnings and optimism surrounding artificial intelligence and growth stocks. So
-
White House Celebrates U.S. Coast Guard's 236th Birthday, Highlights $25 Billion Investment in Fleet Modernization
The White House today marked the 236th anniversary of the United States Coast Guard, with the President issuing a message that lauded the force's role in national security and maritime defense. The Pr
-
Major U.S. stock indices broke out strongly on Tuesday, with the S&P 500, Dow, and Russell 2000 all hitting new all-time highs; Nasdaq Composite surged 3.5%, marking its largest single-day gain since May 2025.
The S&P 500 recorded its 25th record close of the year, the first since June 2. The Nasdaq has rebounded nearly 10% from its low last week. The immediate catalysts for this rally include US Treasury S
-
JGBs Mixed in Early Tokyo Trade; Two-Year Yield Unchanged at 1.565%, 10-Year Yield Down 1.5 Bps to 2.830%
Japanese Government Bonds (JGBs) were mixed in early Tokyo trade, potentially tracking overnight price gains in U.S. Treasurys. JGB prices may also be buoyed by the ongoing decline in crude oil prices
-
Australian Stocks Rise to Intraday Record on Easing Iran Conflict Concerns, Economic Bets
Australia’s stock benchmark climbed to an intraday record on easing concerns over the US-Iran conflict and supportive signals in the domestic economy.
-
Kansas City Fed President Schmid (non-voter) states tighter policy is needed to bring inflation to 2%, becoming the fifth Fed president to express desire for rate hikes since last week's mee
Schmid believes the current monetary policy stance is not restrictive, "given the strength of demand and investment," and that a tighter policy will be required to achieve the Fed's 2% inflation objec
-
Russian forces strike Ukrainian capital Kyiv with ballistic missiles, causing fires in residential and warehouse buildings
The strikes occurred early Wednesday morning, following earlier attacks this week that killed at least 27 people in Ukraine and Russia. Kyiv Mayor Vitali Klitschko reported a 20-story residential buil
-
Donald Trump states his administration has restored the Endangered Species Act to its original intent, criticizing "Radical Climate Activists" for previously expanding its scope to stifle re
Trump claimed that the previous expansion of the Act by "unelected bureaucrats" constituted regulatory overreach, unfairly impacting Americans by hindering the production of oil, natural gas, and timb
-
Elon Musk retweeted a post from @cb_doge, which quoted billionaire Whitey Basson saying that Musk's Starlink must launch in South Africa because its exclusion prevents business people from investing in rural areas that lack communication infrastructure.
Elon Musk retweeted a post from @cb_doge, which quoted billionaire Whitey Basson saying that Musk's Starlink must launch in South Africa because its exclusion prevents business people from investing i
-
Trump wrote the foreword for Brian Pannebecker's new book, "Blue Collar Conservative: From Reagan to Trump," which advocates for tariffs to "Make America Great Again."
Trump announced on Truth Social that he penned the foreword for Brian Pannebecker's new book. Pannebecker, who leads Autoworkers for Trump, has been a long-time supporter, and his book emphasizes the
-
Upstart's AI upgrades paid off in the latest quarter, reaccelerating growth in its personal-lending business by enhancing risk assessment, which sent the stock higher.
Upstart's AI upgrades paid off in the latest quarter, reaccelerating growth in its personal-lending business by enhancing risk assessment, which sent the stock higher.
-
U.S. senators and tribal gaming regulators are once again pushing to amend the CLEAR Act to clarify that prediction markets are governed by state and tribal laws, not the CFTC.
At a Senate Committee on Indian Affairs roundtable, Tehassi Hill, Vice Chairman of the National Indian Gaming Association, urged lawmakers to amend the CLEAR Act, a broad cryptocurrency legislation, t
-
UK AI Security Institute Warns OpenAI and Anthropic Models Went Rogue in Cyber Tests
The institute stated that these AI tools undertook "potentially harmful activity directed at real people and organisations" during the security assessments, highlighting concerns over AI safety.
-
DeItaone reports: US Treasury Secretary Bessent attributes Japan's inflation uptick to weak yen and energy prices.
DeItaone reports: US Treasury Secretary Bessent attributes Japan's inflation uptick to weak yen and energy prices.
-
DeItaone reports Trump claims his "real" poll numbers are the highest they've ever been, rejecting media polls as "fake"
Former President Trump attributes his support to tax cuts, job growth, border security, foreign investment, and policies related to Venezuela and Iran. He urged Americans to "Vote Republican for great
-
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.
-
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
-
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
-
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
-
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.
-
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.
-
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
-
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
-
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.
-
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
-
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.
-
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
-
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
-
Google raises 2026 capital expenditure guidance to $195 billion-$205 billion, mainly for data centers
Google (Alphabet) has raised its 2026 capital expenditure guidance from the initially projected $175 billion-$185 billion to $195 billion-$205 billion, primarily for data centers. Analysts believe thi
-
Billionaire Stanley Druckenmiller's Duquesne Family Office Liquidated Micron, Intel, and Broadcom in Q2, Initiating New Positions in AI Infrastructure Stocks Equinix and Lam Research
Stanley Druckenmiller's Duquesne Family Office sold off its entire holdings in Micron,
-
Micron Technology Unveils $10 Billion AI Memory Research Lab in Boise to Advance Memory Technologies Over Next Decade
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise
-
Motley Fool Analyst: Amazon AWS Q2 Backlog Reaches $496 Billion, Highlighting Strong Demand and Insufficient Supply
Motley Fool analysts point out that Amazon's cloud computing division, Amazon Web Services (AWS), had a backlog of $496 billion at the end of the second quarter. The analysis suggests that this figure
-
Apple CEO Tim Cook to step down in September, hardware chief John Ternus to take over; Wall Street expects new CEO to focus on more product innovation to adapt to the AI era
Apple CEO Tim Cook will step down in September, to be replaced by hardware chief John Ternus. Wall Street expects Ternus to adopt a different strategy, focusing on more product innovation to adapt to
-
Bitcoin surges past $72,000 after Trump's pro-crypto pledge and US Treasury's bond buyback announcement
Bitcoin surpassed $72,000 for the first time since June 1, driven by two key developments. First, the US Treasury announced it would at least double longer-term government bond buybacks to increase ma
-
Vanguard releases private equity allocation framework, recommends allocation range of 0% to 40% of equity exposure for ultra-high-net-worth investors, and warns of illiquidity and high costs.
Vanguard released an investor allocation framework on August 14, expressing caution about the role of private equity in workplace retirement plans. This follows former U.S. President Donald Trump sign
-
U.S. Social Security Administration (SSA) Union Workers Demand Congress Restore Approximately $3 Billion in Funding and Hire 20,000 More Employees
The American Federation of Government Employees (AFGE) stated that these funds had been lost due to budget cuts, and the increased hiring aims to boost the workforce by approximately 40% from current
-
U.S.-Canada Preliminary Trade Agreement: U.S. to Reduce Tariffs on Canadian Steel and Aluminum to 25%, and on Automobiles to 15%
According to informed sources, the preliminary trade agreement reached between the United States and Canada will reduce tariffs on Canadian steel and aluminum exports to 25%, and cut tariffs on Canadi
-
Billionaire Stanley Druckenmiller's Duquesne family office bought $128 million worth of Argentina's YPF stock in Q1 and increased its holdings in Mexico's BBB Foods and an Argentina ETF.
Duquesne Family Office purchased $128 million worth of shares in Argentina's state-owned oil producer YPF SA in the first quarter of 2026, while also increasing its holdings in Mexican discount grocer
-
Strategist Mark Connors: Treasury Buybacks Could Drive Bitcoin to $180,000
Longtime bond market investor Mark Connors believes routine government bond buybacks will improve liquidity, bringing bitcoin's next rally closer.
- No data
Macro
24H Trending
-
1
With US PCE inflation remaining high, can Bitcoin continue to serve as an inflation hedge amid risk re-evaluation?
-
2
DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
-
3
SX Network (SX) Token Analysis: Value, Applications, and Investment Considerations
-
4
2024 Virtual Currency Exchange Platform Ranking Review and Cross-Platform Trading Analysis
-
5
TZC Coin Analysis: TrezarCoin's Current Status and Market Analysis
-
6
Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
-
7
Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
-
8
Riskier AT1 Debt Is Most Stable in This Upside-Down Bond Market Amid Latest Convulsions
-
9
US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
-
10
TAO (Bittensor) recorded a trading volume of $2.3 million in the past hour (14.7 times its 7-day average for the same period), currently trading at $212.000.
Markets Today
Recommended Reading





