Macro
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Elon Musk addresses memory-chip stock concerns during SpaceX earnings call, potentially alleviating worries about AI capex sustainability and semiconductor oversupply.
Elon Musk addresses memory-chip stock concerns during SpaceX earnings call, potentially alleviating worries about AI capex sustainability and semiconductor oversupply.
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WSJ Analysis: SpaceX's Ambitious Plans Hinge on Starship Success Amid Stock Decline
A WSJ analysis highlights that despite a significant stock decline since its June IPO, SpaceX's most ambitious plans, including achieving larger payload capacity at lower costs, are dependent on the s
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Barclays, HSBC: Concerns about the Federal Reserve's slow response to inflation increase the appeal of inflation-linked bonds
Barclays and HSBC Holdings said investor concerns about the Federal Reserve being slow to respond to inflation are providing more reasons to buy bonds that can withstand accelerating price increases.
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India Considers Gas Consumer Levies to Fund $42 Billion Strategic Fuel Reserve Expansion; Planned LPG, LNG Levies Could Raise $1.5 Billion Annually, Sources Say
India Considers Gas Consumer Levies to Fund $42 Billion Strategic Fuel Reserve Expansion; Planned LPG, LNG Levies Could Raise $1.5 Billion Annually, Sources Say
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Analysis: Bitcoin's "500-day rule" faces severe test due to increased influence of spot ETFs and institutional investors
The "500-day rule," popularized by Pantera Capital in 2023, suggests that historically, buying Bitcoin approximately 500 days before a halving and selling approximately 500 days after has yielded sign
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Malaysia says it continues to attract strong foreign investor interest despite increased political uncertainty following Prime Minister Anwar Ibrahim's coalition's setback in local elections.
Malaysia says it continues to attract strong foreign investor interest despite increased political uncertainty following Prime Minister Anwar Ibrahim's coalition's setback in local elections.
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Morgan Stanley-Led Consortium Plans to Resell $15 Billion Debt Related to Google/Anthropic Data Centers to Bond Market to Ease Banks' AI Infrastructure Exposure
This move reflects Wall Street banks offloading massive AI infrastructure debt from their balance sheets, instead using the bond market to digest risk and reshape the financing landscape for AI data c
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DeItaone forwards: Pentagon drafting a new U.S. nuclear strategy in case of regional war with China or Russia, sources say
DeItaone forwards: Pentagon drafting a new U.S. nuclear strategy in case of regional war with China or Russia, sources say
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DeItaone forwarded Iran TV's report stating that the reopening of the Strait of Hormuz depends on a change in US behavior, and that Iran-Oman talks on Hormuz are unrelated to an immediate re
DeItaone forwarded Iran TV's report stating that the reopening of the Strait of Hormuz depends on a change in US behavior, and that Iran-Oman talks on Hormuz are unrelated to an immediate reopening.
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ESMA adds 12 companies to its MiCA register, bringing total authorized CASPs to 321, and lists three new non-compliant entities
ESMA adds 12 companies to its MiCA register, bringing total authorized CASPs to 321, and lists three new non-compliant entities
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Taiwan plans to implement the Travel Rule for domestic crypto transfers starting in October.
Taiwanese regulators plan to implement the Travel Rule for transfers between domestic Virtual Asset Service Providers (VASPs) starting this October, with plans to extend the rule to overseas platforms
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Economist Shan analyzes that the new Federal Reserve chairman, Walsh, faces a choice between "Financial Crisis 2.0" or "Dollar Crisis 1.0," and predicts he is more likely to choose the latter.
Economist aka Shan points out that the monetary policy choices of the Federal Reserve's new head, Walsh, are pushing the US economy to a critical juncture. Shan believes that Walsh will either stick t
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China's Moonshot AI Aims for Up to US$50 Billion Valuation in Latest Funding Round, Targets Year-End Hong Kong IPO
Chinese unicorn Moonshot AI has started its latest financing round, expected to close by the end of this month, aiming for a valuation of up to US$50 billion. The company is also dismantling its offsh
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DeItaone: Yemen's Houthis Say They Attacked Vessel in the Red Sea -Military Spokesperson
DeItaone: Yemen's Houthis Say They Attacked Vessel in the Red Sea -Military Spokesperson
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Crypto PAC Fairshake scores primary wins in Michigan and Washington
The crypto-focused political action committee Fairshake backed several candidates who won their primaries, including Bill Huizenga in Michigan and Suzan DelBene, Kim Schrier, Marilyn Strickland, and A
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Arthur Hayes: AI Credit Bubble Could Fuel Bitcoin ‘Crack-Up Boom’ Past $1M
Arthur Hayes likened the debt-fueled AI infrastructure boom to the 2008 credit bubble, suggesting it could lead to a “crack-up boom” for Bitcoin.
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SpaceX Announces First Earnings Report After Listing: Q2 Revenue of $7.814 Billion Exceeds Expectations, AI Business Becomes Biggest Highlight, But After-Hours Stock Price Falls 7.46%; Goldman Sachs Raises Target Price to $220, Citi Reaffirms Long-Term View Above $900
SpaceX's total revenue in the second quarter reached $7.814 billion, approximately 15% higher than market expectations; GAAP operating profit exceeded market expectations by about 91%. Among these, AI
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UN data shows that the food consumer price index in the Gaza Strip is 102% higher than pre-war levels, leading to a significant decline in residents' purchasing power.
Despite some goods returning to the Gaza market after Israel lifted the blockade, local residents still face severe economic hardship and struggle to afford food. Due to ongoing shortages and transpor
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India's central bank keeps benchmark interest rate unchanged for fourth consecutive time to observe impact of Iran war on inflation; Standard Chartered says India's inflation buffer "thinner than it looks"
India's central bank today kept its benchmark interest rate unchanged for the fourth consecutive time to observe whether rising energy costs due to the Iran war would spread to broader inflation. Prev
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South Korean police have launched an investigation into the CEOs of Samsung Electronics and SK Hynix, on suspicion of breach of trust in connection with their performance bonus agreements.
On July 22, a shareholder group in South Korea called "Headquarters of Korea Shareholder Movement" filed a complaint with the National Police Agency, accusing Samsung Electronics' co-CEO Jeon Young-hy
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Mainland Chinese investors net bought HK$62.9 billion in Hong Kong stocks through Stock Connect in July, the second consecutive month of net buying, to avoid the volatility in AI-related stocks.
Mainland investors net bought HK$62.9 billion (approximately US$8.02 billion) in Hong Kong stocks through Stock Connect in July, according to data from Hong Kong Exchanges and Clearing, continuing the
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SoftBank-backed OfBusiness Considers Relaunching Indian IPO, Potentially Raising Up to $800 Million
SoftBank-backed OfBusiness Considers Relaunching Indian IPO, Potentially Raising Up to $800 Million
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U.S. copper prices near all-time highs, impacted by tariff risks and Strait of Hormuz speculation
New York copper futures prices are near historical highs, as investors await a US tariff decision while monitoring progress in reopening the Strait of Hormuz, which has boosted demand for risk assets.
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Elon Musk reposted TheRabbitHole's tweet stating that SpaceX has launched more than all other companies combined.
Elon Musk reposted TheRabbitHole's tweet stating that SpaceX has launched more than all other companies combined.
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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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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
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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,
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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
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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
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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
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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
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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
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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
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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
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Macro
24H Trending
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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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SX Network (SX) Token Analysis: Value, Applications, and Investment Considerations
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2024 Virtual Currency Exchange Platform Ranking Review and Cross-Platform Trading Analysis
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Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
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Exxon Warns Kazakhstan's Top Oil Field Output to Peak Within Years, Followed by Sharp Decline
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Riskier AT1 Debt Is Most Stable in This Upside-Down Bond Market Amid Latest Convulsions
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US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
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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.
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What is TINC Coin? Tiny World Ecosystem Token Analysis and Market Status
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SUI (Sui) recorded a trading volume of $4.77 million in the past hour (15.6 times its 7-day average for the same period), currently trading at $0.7219.
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