Macro
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Houthis renew missile and drone attacks on Yemen’s port of al-Makha, killing at least 11 people
Yemen’s Houthis have launched a new wave of missile and drone attacks on the Red Sea port city of al-Makha (Mocha), extending an assault on government-held areas along Yemen’s western coast and killin
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Goldman Sachs' top tech trader, Peter Callahan, points out that AI is driving three major structural shifts in tech investment: AI agent traffic surpassing human traffic, optical components outperforming memory chips, and open-source models challenging closed-source ecosystems at extremely low costs.
Top TMT trader Peter Callahan of Goldman Sachs outlined 10 core observations on how the AI wave is reshaping the tech sector in an August 9 report. He noted that current tech investments are undergoin
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JGBs Edge Lower in Early Tokyo Trade Amid Potentially Quicker Pace of BOJ Rate Hikes After July 30-31 Meeting Summary
JGBs Edge Lower in Early Tokyo Trade Amid Potentially Quicker Pace of BOJ Rate Hikes After July 30-31 Meeting Summary
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The Nikkei index rose 1.2% in early trading to 66376.25 points, boosted by weak US employment data which lowered expectations for a Federal Reserve interest rate hike.
Electronics and metal stocks led the gains, with Ibiden up 7.4%, Furukawa Electric up 8.8%, and Sumitomo Metal Mining up 5.7%. The dollar-yen exchange rate was quoted at 157.88, down from 158.30 yen a
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Analysis indicates that Adobe CEO Shantanu Narayen plans to step down after a successor is found, while the company's second-quarter revenue reached $6.6 billion; Arista Networks' second-quarter sales surpassed $3 billion for the first time.
An analysis article points out that software giant Adobe's CEO, Shantanu Narayen, is seeking to step down after finding a successor, which brings uncertainty to the company's future management. Adobe
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Cleveland Fed's August inflation forecast suggests reacceleration in monthly core CPI, potentially setting up a divided September FOMC meeting
The Federal Reserve Bank of Cleveland's latest Inflation Nowcasting estimates project July CPI to rise 0.09% MoM and 3.42% YoY, with core CPI up 0.21% MoM and 2.52% YoY. The forecast also indicates a
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Bank of Japan (BOJ) expects underlying CPI inflation to gradually increase, reaching price stability target by late FY2026-FY2027, with significant upside risks to prices
The Bank of Japan (BOJ) released its Summary of Opinions from the July 30-31 Monetary Policy Meeting, projecting that underlying CPI inflation is likely to gradually increase, reaching a level consist
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Bank of Japan (BOJ) expects Japan's economy to grow moderately in FY2026, accelerating from FY2027 as crude oil price effects wane, supported by AI demand
The Bank of Japan (BOJ) released its Summary of Opinions from the July 30-31 Monetary Policy Meeting, noting that Japan's economy has recovered moderately despite some weakness from the Middle East si
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Airbnb Q2 revenue increased by 17% to $3.61 billion, stock price surged by 14% as AI customer support reduced the cost per booking by 16% and full-year outlook was raised.
Airbnb announced its second-quarter results, with revenue increasing by 17% year-over-year to $3.61 billion, exceeding market expectations. The company also raised its full-year revenue growth forecas
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Analysis indicates that if the stock market faces a collapse, history shows that long-term investment strategies have never failed; currently, both the Buffett Indicator and the Shiller P/E ratio are at historical highs, suggesting the market may be overvalued.
An analysis article from Yahoo Finance points out that while major market indices are repeatedly hitting new highs, the Buffett Indicator has surged to a record-breaking over 232%, and the S&P 500 Shi
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Oil prices rose, with traders focusing on the resumption of the Strait of Hormuz agreement between Iran and Oman, and Houthi rebels claiming to have attacked a Saudi refinery near the Red Sea.
Oil prices rose, with traders focusing on the resumption of the Strait of Hormuz agreement between Iran and Oman, and Houthi rebels claiming to have attacked a Saudi refinery near the Red Sea.
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US Social Security Benefits Reduce Railroad Retirement Tier I Dollar for Dollar for Split-Career Workers
For individuals who have worked in both the U.S. railroad and non-rail sectors, their Social Security benefits directly reduce the Railroad Retirement Tier I benefit. This is because Tier I is designe
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Brent crude futures and U.S. crude futures both rise over $1 a barrel on uncertainty over Strait's reopening
Brent crude futures and U.S. crude futures both rise over $1 a barrel on uncertainty over Strait's reopening
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Analysis: Delaying the claim for U.S. Social Security benefits until age 70, while foregoing approximately $158,000 in early benefits, still yields long-term returns superior to any annuity product on the market.
Analysis indicates that delaying Social Security benefit claims from age 62 to 70 means foregoing approximately $158,000 in upfront benefits, but this move can result in roughly 76% higher lifetime be
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Trump says Black and Brown voters are shifting Republican
He states these voters are rejecting Communism and Socialism, and moving toward the Republican Party. Trump also points to the party’s history, noting that Abraham Lincoln was a Republican.
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JPMorgan analyst Harlan Sur raised AMD's stock price target to $550 from $385, maintaining a "Neutral" rating after the chipmaker's recent earnings report.
JPMorgan analyst Harlan Sur raised AMD's stock price target to $550 from $385, maintaining a "Neutral" rating after the chipmaker's recent earnings report.
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China's "national team" battles AI stock volatility as tech ETFs draw record inflows
Concerns over AI valuations have recently rocked the Chinese stock market, posing a test for Beijing's efforts to engineer a "long bull" trend. State-backed funds, known as the "national team," came i
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Micron Stock Drops 27% Since Mid-June Amid Broader AI Spending Skepticism, Despite Strong Q3 Sales Growth of 345%
A recent analysis suggests that Micron Technology's stock has fallen 27% since mid-June, driven by general investor skepticism about the sustainability of artificial intelligence (AI) spending, rather
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Analysts project TSMC's revenue to grow 42% in 2026 and 32% in 2027, with CEO expecting strong chip demand through 2029-2030
Wall Street analysts anticipate Taiwan Semiconductor (TSMC) will see 42% revenue growth in 2026 and 32% in 2027. TSMC CEO C.C. Wei believes strong chip demand, driven by AI, will continue through at l
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Jim Cramer advises investors to view SpaceX as a long-term, generational asset, comparing its infrastructure build-out to 19th-century railroads
Following a tumble in SpaceX shares after its earnings report, CNBC's Jim Cramer suggested investors should evaluate the company over decades rather than quarterly. He drew a parallel between SpaceX's
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Former Irish President Mary Robinson, representing "The Elders" group, stated that Israel is attempting to "make Palestine disappear physically, economically, culturally, and politically."
The Elders, a group of prominent public figures, concluded after visiting the West Bank that Israel is attempting to "make Palestine disappear physically, economically, culturally and politically." Ma
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US Social Security: Wages from non-covered public jobs count against earnings test for early claimers, reducing benefits despite not building credits
Under current US Social Security rules, wages earned from public sector jobs that do not contribute to Social Security (such as some teaching or firefighting positions) still count towards the retirem
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Google's Google Cloud reported second-quarter revenue of $24.8 billion, an 82 percent increase from the same period last year, while operating profit rose to $8.8 billion, three times the amount from the same period last year; the company raised its 2026 capital expenditure guidance to between $195 billion and $205 billion.
Alphabet's Google Cloud reported second-quarter revenue of $24.8 billion, an 82% year-over-year increase, while operating income more than tripled to $8.8 billion. The segment margin expanded from 20.
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Anthropic will make Claude Code's auto mode the default for Pro, Max, and Team accounts starting August 14
Anthropic will make Claude Code's auto mode the default for Pro, Max, and Team accounts starting August 14. The company stated that in auto mode, Claude Code will proceed with actions unless they are
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Binance founder CZ reposted a preview of his PIVOT interview, stating that now is the best time in history to build, and discussing AI and blockchain.
Binance founder CZ reposted a preview of his PIVOT interview, stating that now is the best time in history to build, and discussing AI and blockchain.
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Binance founder CZ: My book "Freedom of Money" will launch an AI-narrated audiobook version, so realistic even I can't tell it's AI.
Binance founder CZ: My book "Freedom of Money" will launch an AI-narrated audiobook version, so realistic even I can't tell it's AI.
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Binance founder CZ reposts an exclusive interview preview from Japan, set to discuss AI, the Japanese market, and global visions.
Binance founder CZ reposts an exclusive interview preview from Japan, set to discuss AI, the Japanese market, and global visions.
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Houthi media reported that the al-Salem, Ketaf, and al-Baqa areas in Yemen's Saada province were subjected to airstrikes.
Houthi media reported that the al-Salem, Ketaf, and al-Baqa areas in Yemen's Saada province were subjected to airstrikes.
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South Korean shipping giant Sinokor Group has invested nearly $6 billion to acquire 73 oil tankers, establishing a near-monopoly in the Strait of Hormuz oil shipping market, with its transport volume exceeding 50% in the first 10 days of October.
According to Bloomberg, citing shipping intelligence data, South Korea's Sinokor Group spent nearly $6 billion to acquire 73 second-hand Very Large Crude Carriers (VLCCs) on the eve of the Iran war, g
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U.S. Deputy Secretary of State Landau: Stronger Japan alliance needed to deter China and North Korea
U.S. Deputy Secretary of State Christopher Landau stated on Saturday that the U.S. and Japan must continue to strengthen their alliance to deter China and North Korea, citing the two countries' advanc
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Binance founder CZ retweeted Jack's post about the Dessa AI voice model, suggesting it could benefit Giggle Academy due to current challenges in AI voice instruction.
Binance founder CZ retweeted Jack's post about the Dessa AI voice model, suggesting it could benefit Giggle Academy due to current challenges in AI voice instruction.
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Israel announced a full blockade of the West Bank after a shooting incident in Hebron killed two soldiers, with Prime Minister Netanyahu stating that a large-scale operation is being prepared.
Israel has declared a full blockade on the occupied West Bank following a shooting incident at a military checkpoint in Hebron that resulted in the deaths of two Israeli soldiers. Israeli Prime Minist
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Saudi-led coalition claims to have intercepted a Houthi ballistic missile over Riyadh, after destroying a drone in the Eastern Province.
A Saudi-led coalition spokesperson stated that air defense systems intercepted and destroyed a ballistic missile launched by Houthi rebels over the Saudi capital, Riyadh. This occurred after the Saudi
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China's mid-October prices for important means of production in the circulation sector: 22 types rose, 25 types fell.
According to monitoring by the National Bureau of Statistics, in mid-October 2026 compared with late September, among the market prices of 50 important means of production in 9 major categories in the
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Saudi Civil Defense: The danger in Riyadh and other areas has been averted.
Saudi Civil Defense announced that the danger in Riyadh and other areas has been cleared. Previously, the agency had issued an emergency warning for these three regions.
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Crypto exchange HTX has added Russia to its list of restricted jurisdictions, following similar moves by Bitget and MEXC.
According to Russian business media RBC, cryptocurrency exchange HTX has added Russia to its list of restricted jurisdictions in its user agreement. This restriction applies to individuals residing in
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Syrians protest Israeli incursions in areas near the Golan Heights
Syrians are protesting against the Israeli occupation of parts of the country's south near the Golan Heights. The Israeli army has bulldozed olive groves, set up checkpoints, and detained local reside
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Iran's Deputy UN Envoy: Iran has not abandoned or suspended its nuclear safeguards obligations, but U.S. aggression has altered the security conditions for their implementation.
Iran has not "abandoned or suspended" its nuclear safeguard obligations, but "U.S. aggression has changed the security conditions for the implementation of these obligations," according to Gholamhosse
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Saudi Civil Defense issues emergency warning for Riyadh, Najran, and Wadi Ad-Dawasir.
Saudi Civil Defense issues emergency warning for Riyadh, Najran, and Wadi Ad-Dawasir.
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IAEA Director General Grossi confirmed that most of the technical preparations for the Iran verification have been completed, and the agency is ready.
International Atomic Energy Agency (IAEA) Director General Rafael Grossi stated at the UN General Assembly in New York that the agency has completed most of the technical preparations required to veri
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U.S. Executive Resigns Over Allegations Russia Secretly Controls $25 Billion Alaska Natural Gas Project
US executive resigns over claims Russia secretly controls $25 billion Alaska LNG project. The former CEO of Polar Train LNG told the Financial Times that Russian gas giant Novatek funded and controlle
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OpenAI announces it will stop using real-time internet to train AI models, citing significant risks.
OpenAI announced on Friday that it will no longer use the live internet to train its frontier AI models, opting instead for cached copies and simulated versions, citing the models' unpredictability an
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Chinese brokerages are eyeing Southeast Asia as a springboard for overseas expansion, with Guotai Junan International and China Galaxy Securities already establishing operations in Vietnam and Malaysia.
Chinese brokerages are eyeing Southeast Asia as a crucial springboard for overseas expansion, according to the South China Morning Post. Guotai Junan International, for example, acquired a Vietnamese
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US OCC finalizes stablecoin rule, abolishing automatic 7-day redemption extension and defining timely redemption
The Office of the Comptroller of the Currency (OCC) has issued its final GENIUS Act rule on stablecoins, effective January 18, 2027. The rule eliminates a proposed automatic seven-day redemption exten
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Iranian President Pezeshkian will attend the Gas Exporting Countries Forum in Moscow next week and plans to meet with Putin.
Iranian President Pezeshkian will attend the Gas Exporting Countries Forum in Moscow next week and plans to meet with Putin.
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Yemen's armed forces claim air strikes on Houthi command center in Taiz, destroying two tanks
Yemen's armed forces, fighting for the internationally recognized government, claim to have carried out air strikes against Houthi forces at the abandoned Sofitel hotel in Taiz, according to military
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The Israeli military launched a security operation in the Hebron area, following the Prime Minister's order to blockade the West Bank.
The Israeli military announced it has launched a "targeted" security operation in the Hebron area in response to a shooting incident earlier in the day. The operation aims to identify and dismantle "t
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Palestinian News Agency: Israeli forces raided towns near Bethlehem and Salfit, and seized a civilian home.
Israeli forces raided several areas in the occupied West Bank, including the towns of Beit Fajjar and Tuqu in the Bethlehem Governorate, and Kafr ad-Dik in the Salfit Governorate, according to the off
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Bitcoin as a Bank Reserve Asset: Real-World Exploration and Controversy
As countries such as the United States, El Salvador, and the Czech Republic incorporate Bitcoin into their national reserves or explore its practical applications in various forms, the debate over whether banks should hold Bitcoin as a reserve asset is intensifying. Proponents argue that Bitcoin's scarcity, anti-inflationary properties, and low correlation with traditional assets make it an effective tool for diversifying risk. However, opponents, represented by the European Central Bank (ECB) and the Federal Reserve, emphasize its price volatility, regulatory uncertainty, and security risks, asserting that it does not yet meet the standards for a reserve asset. This article reviews major global case studies and both sides of the argument, exploring the practical possibilities and challenges of this proposition.
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MetalLB: Core Load Balancing Solution for Bare-Metal Kubernetes with Five Key Highlights
MetalLB is an open-source network load balancer specifically designed for bare-metal Kubernetes clusters, addressing the absence of a native LoadBalancer service type in non-cloud environments. The project is currently in Beta but is widely adopted and considered stable and reliable. This article will delve into MetalLB's definition, its current project status, and its five core highlights, including its unique bare-metal load balancing capabilities, Layer 2 and BGP operational modes, lightweight Kubernetes-native design, cost-effectiveness and flexibility, and dynamic IP address allocation and external advertisement features, revealing its critical role in private cloud and edge computing scenarios.
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Previous, Forecast, Actual: These three numbers in the economic calendar are the market's script.
The economic calendar doesn't predict market trends; it merely answers "when, which country, and what numbers will be released." What truly drives prices is the difference between the actual value and the forecast. This article uses two sets of real data to illustrate how to read previous values, forecasts, and actuals, clarifies three common pitfalls—importance ratings, time zones, and revised figures—and provides a replicable weekly scheduling method.
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From Event to Your Screen: The Four Hurdles a Financial News Alert Must Clear
By the time the news is seen, half the market move has already happened. The problem often lies not in judgment, but in the sequence of information arrival. A financial news flash, from event occurrence to reaching the reader, must pass through four checkpoints: source coverage, deduplication and compression, traceable origin, and multi-language synchronization. This article breaks down this chain and provides three questions for ordinary investors to filter out noise.
Macro
24H Trending
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Nomura: AI growth panic replaces inflation narrative, U.S. Treasuries regain hedging function; Thursday's 10-year U.S. Treasury yield plunged over 15 basis points, Nasdaq Composite plummeted 2.6%.
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IFO Concept Analysis: A New Paradigm for DeFi Fundraising and Its Representative Tokens
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What is Catcoin (CAT)? An Analysis of the Current State and Trading Channels for Multi-Version Memecoins
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Arkham (ARKM) Project Analysis: AI-Powered On-Chain Intelligence and De-Anonymization Platform
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Japan's core CPI for September rose to 2.1%, exceeding 2% for the first time this year; over 80% of economists expect the Bank of Japan (BOJ) to raise interest rates in December.
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Financial Times: Escalating US-China trade tensions are forcing economies like Mexico to choose sides in trade policy.
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Chinese humanoid robots are accelerating their entry into the into the South Korean market, as Seoul heavily bets on physical AI.
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Wallstreetcn: Indian Rupee hit by "risk-off + oil price" double whammy, USD/INR expected to open Friday trading between 94.84-94.88
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Is STARL Coin a Mainstream Cryptocurrency? Exploring Its Founders and Project Status
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Matrixport Whale Tracking ETH Long/Short Signals: How Retail Investors Should Approach High-Leverage Trading
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