Macro
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Iran's Parliament is reviewing a bill to permanently ban US, Israeli and other hostile vessels from the Strait of Hormuz
The move comes amidst conflicting signals from Washington and Tehran, with US President Trump claiming a final deal is 'close' while Iranian officials seek to escalate the blockade. The bill is report
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Reform UK Chair Calls for Probe into SBF-Linked Donation
Reform UK Chair Calls for Probe into SBF-Linked Donation
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Bank of America still expects the Fed to raise rates by 75 basis points this year, starting in September, despite weaker July jobs data showing payrolls fell 23,000.
Bank of America still expects the Fed to raise rates by 75 basis points this year, starting in September, despite weaker July jobs data showing payrolls fell 23,000. The bank noted that prior months'
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Amazon's AI chip Trainium 2 faces replacement just 20 months after its launch, raising concerns about the return on its $220 billion AI investment
According to Business Insider, Amazon plans to replace its Trainium 2 systems with Trainium 3 servers at its data center in Indiana, even though Trainium 2 chips only became fully available in Decembe
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Elon Musk states AI requires more power than the U.S. grid can handle, citing states slowing data center construction
Tesla CEO Elon Musk argues that artificial intelligence's power demand exceeds the capacity of the U.S. power grid. He points to New York and Texas slowing the construction of AI data centers due to h
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China Diplomat Says Trump Tariffs 'Tortuous' to Soybean Trade, Disrupting Flow Between World's Two Largest Economies
A Chinese diplomat said Friday that former US President Donald Trump’s trade war with China created a “tortuous experience” that disrupted the flow of soybeans between the world’s two largest economie
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Donald Trump表示,将就上诉法院阻止白宫军事中心建设的裁决立即上诉至美国最高法院
Donald Trump表示,将就上诉法院阻止白宫军事中心建设的裁决立即上诉至美国最高法院。他称,两名奥巴马和拜登任命的上诉法院法官投票反对这一“国家安全急需的军事中心”。Trump援引法官Neomi Rao的异议指出,地区法院没有管辖权,且平衡压倒性地有利于政府的安全利益。他强调,该项目包括防空洞、医院设施、绝密军事设施以及防导弹和防无人机结构,对美国国家安全和军事行动至关重要。军事和特勤局也认
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High-yield bond retail funds see $2.76B inflow, mainly via ETFs, driven by Middle East de-escalation rhetoric
According to Morningstar, the $2.76 billion inflow to high-yield retail funds between July 30 and August 5 was primarily channeled through fast-money ETFs, which accounted for $2.37 billion. This mark
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Microsoft CEO Nadella: Own AI Chips Drive Up to 40% Efficiency Gains, Boosting Cloud Business
Microsoft CEO Satya Nadella stated that running MAI models on the company's custom AI chips yields up to 40% better performance per watt. This efficiency gain is expected to lead to lower operating co
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OpenAI Slows Release of Astra Model Citing Cyber Capabilities, Axios Reports
OpenAI Slows Release of Astra Model Citing Cyber Capabilities, Axios Reports
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Japan's GPIF Posts Record $153 Billion Gain in Q2, Driven by AI-Fueled Stock Surge
Japan's Government Pension Investment Fund (GPIF) recorded a quarterly record 24.09 trillion yen ($153 billion) in gains for the three months through June. This achievement reflects an 8.2% return on
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Vanguard Information Technology ETF (VGT) gained 11% over four trading sessions, fueled by its significant holdings in Nvidia, Microsoft, Micron, and Broadcom.
The ETF's performance, which ended on August 4, coincided with the Nasdaq Composite's 8.8% recovery from a correction. An analysis suggests VGT remains a strong buy due to the earnings growth of its k
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Options Traders Ramp Up Bullish Bets as Cboe Skew Measure Falls to Lowest Since December 2024
Traders are increasing their bullish options positions, reflecting strengthening market optimism. The Cboe skew measure fell Friday to its lowest level since December 2024, indicating that call option
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FAA Orders Inspection of Several Hundred Boeing 737 MAX Jets Due to Cracks in Aircraft Bodies
The Federal Aviation Administration (FAA) ordered the inspection of several hundred Boeing 737 MAX jets after cracks were discovered in the bodies of some aircraft. The issue specifically stemmed from
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Sands Capital stated in its Q2 2026 investor letter that TSMC (TSM) remains a critical bottleneck in cutting-edge semiconductor manufacturing, and its manufacturing leadership, pricing power, and strategic position in the AI supply chain are expected to support long-term growth.
Sands Capital noted that TSMC's Q1 2026 revenue met expectations, gross margin exceeded expectations, and guidance implied continued strong performance throughout the year. The company remains the sca
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Saudi Arabia's new oil route adds $5/barrel cost to bypass Hormuz and Bab el-Mandeb, deemed 'worth it' for supply reliability
The detour, which involves moving crude west across Saudi Arabia to Yanbu, then north through the Red Sea to Egypt, across the SUMED pipeline, and finally sailing around the Cape of Good Hope to Asia,
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NYU教授Aswath Damodaran称微软、亚马逊、Meta和谷歌“集体过度投资”AI,称其为“赌博而非投资”
被誉为“估值院长”的纽约大学斯特恩商学院教授Aswath Damodaran表示,微软、亚马逊、Meta和谷歌等科技巨头在人工智能领域“集体过度投资”,这更多是出于对落后的恐惧,而非清晰的盈利路径。他指出,这四家公司今年的资本支出合计可能高达7450亿美元,其中大部分增长由AI基础设施驱动,但他担忧这些公司尚未阐明明确的AI商业模式,并质疑这些巨额投资能否带来足够的回报。
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Goldman Sachs Chief Economist Jan Hatzius said upcoming inflation data will be more important to the Federal Reserve than employment figures, and he expects inflation to continue to slow.
Goldman Sachs Chief Economist Jan Hatzius said upcoming inflation data will be more important to the Federal Reserve than employment figures, and he expects inflation to continue to slow.
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Iranian Deputy Foreign Minister Gharibabadi Says Gulf Security Must Be Ensured by Regional Countries, Without Foreign Intervention
Iranian Deputy Foreign Minister Gharibabadi Says Gulf Security Must Be Ensured by Regional Countries, Without Foreign Intervention
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Doximity's stock skyrockets 50% on medical AI excitement
While one analyst thinks Doximity has a compelling AI opportunity, another worries that the company could cannibalize its core business of medical networking.
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Billionaire Bill Ackman's Pershing Square holds a 15% stake in Microsoft, valued at $2.4 billion.
Bill Ackman's Pershing Square fund has allocated approximately 15% of its portfolio to Microsoft, a stake valued at $2.4 billion. Ackman believes the market undervalues Microsoft's AI strategy and its
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The White House has submitted several personnel nominations to the Senate, including Assistant Secretary of Transportation and ambassadors to multiple countries.
The White House has submitted several personnel nominations to the Senate, including Assistant Secretary of Transportation and ambassadors to multiple countries.
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NY Fed: US Consumers' Inflation Expectations for July Show Little Change
The Federal Reserve Bank of New York's latest Survey of Consumer Expectations report indicates that Americans' outlook for inflation in July was largely unchanged from the prior month. Consumers now e
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Atlassian股价飙升34%,Twilio上涨27%,Cloudflare上涨9%,软件股因强劲业绩和上调展望而大涨
Atlassian、Twilio和Cloudflare在公布强劲的季度业绩并上调增长展望后,股价分别飙升34%、27%和9%。其中,美国银行将Atlassian评级上调至“买入”,目标价上调至175美元;高盛将Cloudflare目标价上调至389美元;美国银行也将Twilio目标价上调至270美元。此外,弱于预期的7月就业报告降低了9月加息预期,为科技成长股提供了有利的市场背景。
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Gaon Cable secures 200 billion won ($143.4 million) busduct supply deal for a 250-megawatt US AI data center project
Gaon Cable's US manufacturing subsidiary, LS Cable & System USA, will supply busduct power distribution systems to a major US cloud operator for the project, expanding its presence in North America’s
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Copper Holds Above $14,000 as Traders Assess US Treasury Action
Copper Holds Above $14,000 as Traders Assess US Treasury Action
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Ether jumps 18% to $2,250 as Bitcoin tops $69,000 in broad crypto rally
The rally saw nearly $1.4 billion of short positions wiped out, with every major cryptocurrency except Tron posting double-digit weekly gains. This surge followed the US Treasury doubling its bond buy
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Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
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LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
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Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
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China's AI Boom Shifts Investor Focus to Star 50 Index
Investors are increasingly looking to China's Star 50 index to track the country's hottest companies, moving away from traditional stock indexes.
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Vistra executive Pamela Chung says Hong Kong sees opportune time for advancing IPO connect scheme, which would allow mainland investors access to IPOs
The scheme is expected to enable better price discovery and expand the investor capital pool to better match the city’s large IPO pipeline.
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Russian missile strike on Kyiv kills 3 and wounds 20, collapsing a residential building
Russia launched a large ballistic missile attack on the Ukrainian capital, Kyiv, killing at least three people and wounding 20 others, with 14 of the wounded hospitalized. The strike caused a nine-sto
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India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
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Chinese government bond yields remain low, defying global surge and boosting their diversification appeal, strategists say
Chinese government bond yields have edged down in recent months, contrasting with the multi-decade highs seen in the U.S., Japan, and U.K. benchmarks. Strategists from Invesco, UBS GWM, and Saxo attri
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RBI Governor Malhotra Says Net Short Dollar Position 'Very Manageable'
Reserve Bank of India Governor Sanjay Malhotra stated that the central bank's net short forward-dollar position remains "very manageable," citing earlier liquidity swaps and recent measures to bolster
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<p>Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump</p>
Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump
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India's Market Regulator Bans JPMorgan Unit from Capital Market Over Alleged Manipulation in New Share Price Discovery System
India's market regulator has banned a Mauritius-based unit of JPMorgan Chase & Co. from its capital market over alleged manipulative trading in the nation's newly introduced auction-based system for s
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JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
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Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
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Nearly 270,000 Israelis left the country in three years, sparking expert warnings of an 'emigration tsunami' reshaping Israel's future.
A Tel Aviv University study, drawing on Central Bureau of Statistics data, found that approximately 270,000 Israelis have emigrated over the past three years. Experts warn this exodus, driven by polit
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Trump proposed reviving the Keystone XL pipeline
The proposal comes as the bilateral relationship between the US and Canada has significantly soured since the project was first put forward two decades ago.
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Japan's 20-year bond auction on Thursday to test demand as global yields surge
Japan's 20-year bond auction on Thursday to test demand as global yields surge
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Donald Trump announces "most crushing economic operation ever taken against any country" targeting Iran, warns allies providing lifeline will face "tremendous economic consequences"
In a statement on Truth Social, Trump declared this would be "Economic Warfare and Isolation on an unprecedented scale," asserting Iran's military and currency are in ruins, and reiterated that "Iran
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Democratic Sen. Gallego Says Congress Can Still Pass Clarity Act Crypto Bill Despite Ethics Talks Stall
Democratic Senator Ruben Gallego stated that Congress can still "land this plane" on the Clarity Act crypto bill, even as concerns grow over an unfinished ethics deal.
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Australia 'outraged' by Israel's decision not to prosecute over aid worker's killing, to summon ambassador
Australia's Foreign Minister Penny Wong expressed "outrage" over Israel's decision not to prosecute those responsible for the death of Australian aid worker Zomi Frankcom, who was killed in a Gaza air
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OpenAI introduces 'Private Safety Processing' to monitor misuse without retaining customer data, aiming to surpass Anthropic's 30-day data retention policy
OpenAI is previewing a new service to select customers that uses an automated system to watch for potential abuse while simultaneously retaining none of the customer's data. This move is seen as a dir
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Chip stocks were under pressure and fell on Wednesday, with Dell and Seagate seeing significant declines; analysts remain optimistic about the future market.
Semiconductor stocks faced renewed pressure on Wednesday (August 19) as the AI trade lost some of its luster and investors rotated into other areas of the market. Among them, server manufacturer Dell
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Macro
24H Trending
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What is iEthereum (IETH)? Its Market Status and Risk Analysis
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What is CTK coin? CertiK project token and its investment value analysis
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Nebius Group's Q2 AI cloud contracts saw estimated payback period shorten to ~1 year 10 months, down from a historical 2-3 years
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Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
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Analysis: SpaceX Stock Rebounds to Near IPO Opening Price After Pullback; Historical Data Suggests a Price Range of $100-$170 One Year Later
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PRANA Coin: Staking Equity Certificate of Nirvana Protocol and Its Market Status
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US Mortgage Demand Stalled Last Week as 30-Year Fixed Rates Remained Unchanged at 6.77%, But Rates Have Started to Rise Again This Week
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South Korean Deputy PM Koo Yun-cheol Pitches Manufacturing and AI Edge to US Investors, Pledging Financial Market Reforms
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MAYAChain halts network after alleged $1.7M exploit, causing CACAO token to plunge nearly 89%
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Future Trends and Challenges in Global Bitcoin Exchange Regulation
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