Macro
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China's MLCC Supply Chain Rapidly Expands Capacity Amid Surging Global AI Demand; Shandong Sinocera Actively Boosts AI Server and Vehicle Production
China's MLCC Supply Chain Rapidly Expands Capacity Amid Surging Global AI Demand; Shandong Sinocera Actively Boosts AI Server and Vehicle Production
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MUFG says U.S. dollar remains undervalued against 8 of 9 G10 currencies, citing Middle East ceasefire expectations, U.S.-Japan yen intervention, and concerns over Fed independence
The bank suggests an extra risk premium is still priced in, noting that despite a small rebound, the DXY remains near a seven-week low. Concerns over Fed independence stem from reports that President
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Invesco analysis suggests that the Federal Reserve is not behind the curve, and current interest rates are still restrictive or neutral.
Invesco noted that its estimated neutral interest rate is between 3.5% and 4.0%, which is close to the Federal Reserve's current policy range of 3.50% to 3.75%. The institution also stated that inflat
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Fed Governor Kevin Warsh is open to a September rate hike if upcoming inflation data comes in hot and markets increase expectations for higher borrowing costs, according to people familiar w
Fed Governor Kevin Warsh is open to a September rate hike if upcoming inflation data comes in hot and markets increase expectations for higher borrowing costs, according to people familiar with his th
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Chinese PCB Maker Victory Giant Technology Expands Manufacturing with New Plant and Negotiates New US Orders Amid Surging AI Demand for GPUs and ASICs
Chinese PCB Maker Victory Giant Technology Expands Manufacturing with New Plant and Negotiates New US Orders Amid Surging AI Demand for GPUs and ASICs
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Leading PC makers including HP, Asus, and Acer have started using DRAM chips from China's CXMT (CXMT).
The move comes amid an unprecedented shortage of memory chips driven by demand for AI infrastructure. Many major PC manufacturers completed the certification process for CXMT DRAM chips in the middle
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Japanese lunar exploration startup ispace chooses Mitsubishi Heavy Industries' H3 rocket for 2028 moon mission, after previously relying on SpaceX
ispace CEO Takeshi Hakamada stated that economic factors and exchange rates were among the reasons for this decision. He pointed out that the Japanese Yen is currently significantly depreciated, while
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Rep. Ro Khanna to introduce "Data Center Bill of Rights" to give communities power to reject AI power plants amid rising utility costs
The resolution aims to empower local communities to reject data center construction, bar facilities within 2,500 feet of homes or schools, and ensure utility bills do not increase due to their energy
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Tokenized Real-World Assets (RWAs) buck DeFi slowdown as deposits more than tripled to $7.4 billion, with lending and trading activity expanding.
Tokenized Real-World Assets (RWAs) buck DeFi slowdown as deposits more than tripled to $7.4 billion, with lending and trading activity expanding.
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US-Israel War on Iran Disrupts Europe's Summer Travel, Forcing Flight Reroutes and Boosting Intra-European Tourism
The conflict has compelled airlines to abandon large swathes of airspace, leading to longer, costlier detours and significant flight schedule changes. The European Union Aviation Safety Agency (EASA)
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China's Ministry of Commerce announced countermeasures against the U.S.: prohibiting seven U.S. entities from cooperating with Chinese parties, tightening export controls on drones to the U.S., and initiating a national security investigation in the foreign trade sector.
China's Ministry of Commerce announced a broad set of trade countermeasures on Wednesday in response to recent US restrictions on China. The specific measures include: prohibiting seven US companies a
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Ukraine's military hit two major Russian oil refineries, including Slavneft-Yanos in Yaroslavl, in long-range drone attacks, causing fire and injuries
Ukrainian President Volodymyr Zelenskyy confirmed the strikes on Thursday, stating they aim to limit Russia's oil revenues used to finance the war. The Slavneft-Yanos facility is one of Russia's bigge
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University of Tokyo is expected to run a deficit for the second consecutive year in fiscal 2026, raising questions over its financial viability.
University of Tokyo is expected to run a deficit for the second consecutive year in fiscal 2026, raising questions over its financial viability.
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Bloomberg Strategist Simon White: After S&P 500 Reaches New Highs, Nasdaq Composite May Follow with Short Covering Momentum, But Beware of "Bull Trap"
Bloomberg macro strategist Simon White points out that the S&P 500 index has continuously broken through historical highs driven by short covering, rising by 1.5% and 1.8% on Monday and Tuesday this w
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Michael Saylor reposted his podcast interview with Steven Bartlett, discussing topics such as Bitcoin, AI, and wealth accumulation.
In the podcast, Saylor looked back at MicroStrategy's "early, unconventional" bet on cryptocurrency in 2020, when his company was valued at approximately $600 million, and mentioned that the company's
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Former Iranian female footballers Fatemeh Pasandideh and Atefeh Ramezanisadeh granted Australian citizenship after refusing to sing Iran anthem
The two players, who were branded traitors in Iran, were part of a group of seven from Iran’s delegation who sought protection from the host country following their high-profile protest during the Wom
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Nikkei Asia: US-Israel War on Iran Significantly Reshapes Asia's Energy Landscape, US and Russia Emerge as Key Beneficiaries
Nikkei Asia reports that more than five months since the US and Israel went to war with Iran, Asia's procurement sources for oil and liquefied natural gas have shifted significantly, with the United S
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Report: Apple urgently purchases DRAM memory for iPhone 18 launch after being rejected by CXMT over pricing issues
According to independent tech journalist Tim Culpan, Apple and its suppliers are urgently acquiring DRAM memory chips to meet the demand for the upcoming iPhone 18 series. With less than six weeks unt
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SoftBank Group Q2 Net Profit Down 18% YoY to $2.4 Billion, But Far Exceeds Expectations Due to $8.5 Billion Gain from Intel Stake; OpenAI IPO Delay Remains a Cloud
SoftBank Group on Wednesday announced its quarterly results, showing a net profit of 347.3 billion yen (approximately $2.4 billion), an 18% year-on-year decrease. However, this figure significantly ex
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AI data center power fluctuations are severely damaging critical equipment, leading to some facilities operating at 80% capacity and posing risks to grid stability. North American regulators have issued a Level 3 alert.
According to Bloomberg, the power consumption of AI data centers (especially during the model training phase) can surge or plummet dramatically within milliseconds. This severe fluctuation is causing
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Russian attacks on Ukraine kill 6, while Russia intercepts 605 Ukrainian drones.
Ukrainian officials said that Russian overnight attacks on the Kharkiv and Sumy regions killed a total of six people. Meanwhile, the Russian Ministry of Defense stated that its air defense systems int
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Samsung Electronics and SK Hynix's Cash Reserves Expected to Reach $263 Billion by Year-End, Surpassing US Stock Magnificent Seven; Investors Pressure for Share in AI Dividends
Driven by the AI chip boom, South Korean memory chip giants Samsung Electronics and SK Hynix are expected to hold a combined net cash reserve of $263 billion by the end of this year. This figure is mo
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Ukraine escalates strikes on Russian shipping, hitting hundreds of targets in weeks to pressure Russia's hold on Crimea
Ukraine has intensified its attacks on Russian shipping, striking hundreds of targets within weeks. This strategy aims to exert new pressure on Russia's control over Crimea.
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Japanese stablecoin firm JPYC raises $38 million in extended Series B to expand its financial and Web3 ecosystem
JPYC Inc., which issues the yen-pegged stablecoin JPYC, announced the total 6 billion yen ($38 million) raise on Wednesday. The extended round includes a fresh 1 billion yen ($6.3 million) investment
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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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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
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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.
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Meta is launching its AI-powered "vibe-code" game app Pocket in the US market, following testing in Brazil.
This experimental app allows users to generate small interactive games via AI prompts, which can then be shared, saved, or remixed. This move is Meta's latest effort to mainstream AI creation tools, f
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New poll shows 64% of Americans believe Donald Trump family's crypto investments are inappropriate
A new poll of 1,166 Americans shows a clear partisan divide in public opinion on the matter, with most Republicans believing it is appropriate for Donald Trump and his family to invest in cryptocurren
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Veteran bond investor Scott Colbert warns that corporate bond prices are too high, the risk-reward is no longer reasonable, and investors should not be overly greedy.
Scott Colbert, head of fixed income at Commerce Bank, said that while he expects the economy to accelerate in the coming months, corporate debt has become too expensive, with an extremely low toleranc
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Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
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Jim Cramer Calls Micron, Western Digital, and Two Other Memory Chip Stocks "Indispensable," Says Investors "Can't Miss" Them as AI Demand Soars
The financial commentator pointed out that AI is driving storage chip stocks to soar, quoting Elon Musk's view that "memory has become the bottleneck." Cramer believes that although the storage chip m
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Billionaire David Tepper's Appaloosa Management Increased Holdings in Amazon, Meta, Google, and NVIDIA Stocks in Q2
Billionaire investor David Tepper's Appaloosa Management aggressively increased its holdings in "Magnificent Seven" stocks such as Amazon, Meta Platforms, Google, and NVIDIA during the second quarter.
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Meta significantly lags behind Google, Microsoft, and Amazon in AI market capitalization, while private AI competitor Anthropic's valuation may be approaching Meta's.
Meta is reportedly underperforming other tech giants in the AI market. The company's current market capitalization is approximately $1.39 trillion, significantly lower than Google ($4.19 trillion), Mi
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CoinDesk Analysis: Banks are putting deposits on-chain through a permissioned system, with JPMorgan Chase launching JPMD to meet privacy and compliance requirements
CoinDesk analysis indicates that banks are putting deposits on-chain, but are choosing permissioned systems over open ones to meet privacy and compliance requirements. For example, JPMorgan Chase has
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The Federal Reserve announced the termination of its enforcement action against Deutsche Bank AG and its U.S. operations.
The Federal Reserve announced on August 20 that it had terminated, on August 13, the consent cease and desist order against Deutsche Bank AG, DB USA Corporation, and Deutsche Bank’s New York branch th
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Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
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Macro
24H Trending
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MVL Mobility Ecosystem and Kleros Dispute Resolution: New Explorations in Blockchain Applications
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With US PCE inflation remaining high, can Bitcoin continue to serve as an inflation hedge amid risk re-evaluation?
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ALI Coin Value Analysis: The Use and Long-Term Investment Potential of Alethea AI Token
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TZC Coin Analysis: TrezarCoin's Current Status and Market 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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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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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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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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