Macro
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State Street Investment Management President and CEO Yie-Hsin Hung says the Federal Reserve should not raise interest rates this year.
Hung added that gold and private markets are anchoring many portfolios, noting the US economy is in good shape.
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US Stock Futures Decline 0.1% Ahead of Chipmaker Earnings and Inflation Focus
US stock futures are lower during Monday's premarket session, with contracts on the S&P 500 index and Nasdaq 100 index both down 0.1%. Investors are gearing up for the final stretch of earnings, with
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Bank of Japan (BOJ) July meeting summary of opinions showed strong internal calls for accelerating interest rate hikes, with market expectations for a September hike exceeding 60%.
The "Summary of Opinions" from the Bank of Japan (BOJ)'s Monetary Policy Meeting on July 30-31, released on August 10, revealed intense early calls for interest rate hikes within the committee, includ
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Iran states Strait of Hormuz will not return to pre-war operating conditions
Iran's Deputy Parliament Speaker Ali Nikzad reinforced the country's stance on the critical shipping route, asserting that only routes agreed by Iran and Oman will be recognized. He added that vessels
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Analysis predicts Micron and TSMC stocks to reach new highs by end of 2026
An analysis from Yahoo Finance suggests that Micron Technology (MU) and Taiwan Semiconductor Manufacturing (TSMC) stocks are poised to rebound to fresh all-time highs before the end of 2026. This opti
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Brown Advisory Global Leaders Strategy Fund Exited Autodesk (ADSK) in June, Citing AI Substitution Risk and Intensifying Competition
The investment management company stated in its Q2 2026 investor letter that it sold Autodesk shares due to concerns that world models could replace large parts of the 3D creation stack, alongside hea
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Goldman Sachs Report: Half of S&P 500 Earnings Growth Relies on AI Capex, but Its Funding Increasingly Depends on Debt; Institutions Sold $21.6 Billion in Nasdaq Futures Last Week
Goldman Sachs this week released a series of research reports indicating that about half of the S&P 500's earnings growth is currently driven by AI capital expenditures, which are increasingly being s
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Investment management firm Brown Advisory said in its Q2 2026 investor letter that it bought NVIDIA (NVDA) stock in June.
Brown Advisory points out that NVIDIA has established leadership in all technical component layers of the AI technology stack and has heavily invested in an AI ecosystem based on its technology, drivi
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Brown Advisory Global Leaders Strategy fund stated in its Q2 2026 investor letter that it exited its position in Workday (WDAY) in May, citing management changes, reduced profit targets, and increased AI competition.
Brown Advisory Global Leaders Strategy fund stated in its Q2 2026 investor letter that it exited its position in Workday (WDAY) in May, citing management changes, reduced profit targets, and increased
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Yen weakens 0.7% against dollar as intervention impact fades
The yen fell 0.7% against the dollar as the effect of Japan's recent currency intervention diminished. Goldman Sachs reported that Japanese investors continued to buy foreign bonds at a strong pace in
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Billionaire Mark Cuban Warns Nvidia's AI Financing Could "Crumble" the Market
Mark Cuban cautioned that英伟达's aggressive AI financing, which includes subsidizing customer GPU purchases and build-outs through various financial arrangements, has made it a central node in a highly
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Rigetti Computing shares surged after the company announced it had signed a letter of intent with the U.S. Department of Commerce, potentially securing up to $100 million in CHIPS and Science Act funding, and plans to invest in deploying quantum computers in the UK.
Rigetti Computing's stock price has recently surged, primarily driven by a series of company announcements. The most crucial among these was the May 21st announcement of signing a letter of intent wit
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Brown Advisory reports ASML, a key enabler of leading-edge semiconductor manufacturing, benefits from AI infrastructure buildout
Investment management firm Brown Advisory noted in its Q2 2026 investor letter that ASML Holding N.V. (ASML) plays a critical role in leading-edge semiconductor manufacturing due to its monopolistic p
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Investment management firm Brown Advisory noted in its Q2 2026 investor letter that TSMC (TSM) benefits from its leadership in advanced node manufacturing and strong demand for AI infrastructure, and continues to increase its capital expenditure plans.
Brown Advisory states that TSMC's capital expenditure plans are supported by demand from NVIDIA and other leading AI customers. Although Brown Advisory's Global Leaders strategy underperformed its ben
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China is using its capital markets to fund its AI and chip competition with the US, with CXMT's record-breaking Shanghai listing being a prominent example of this strategy.
According to Bloomberg, China is turning the power of its $28 trillion stock and bond markets to fund its technological competition with the United States. Changxin Memory Technologies (CXMT) surged 4
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Shipping traffic in the Strait of Hormuz further weakened over the weekend, confirming a drop in vessels passing through from 15 on Friday to 6 on Sunday.
Shipping traffic through the Strait of Hormuz further weakened over the weekend, according to Kpler data, confirming that the number of vessels passing through dropped from 15 on Friday to 11 on Satur
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Silver (SI=F) September futures rose to $64.03/ounce by 8:34 a.m. ET on Monday, having opened up 0.5% at $63.80/ounce.
Silver prices have continued to rally since Friday's weak jobs report, leading many investors to reduce expectations of a rate increase next month. However, two key inflation reports later this week w
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Microsoft to Unveil Next-Gen Maia 300 AI Chip in September
Microsoft plans to unveil its next-generation Maia 300 AI chip in September, according to The Information. This move signals progress for its in-house chip program, which had a slow start. The company
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Analysis indicates that approximately one-third of the S&S&P 500's total return over the past century came from dividends, but the contribution of dividends has significantly decreased since the 1990s.
An analysis article from Yahoo Finance points out that although dividends have contributed approximately one-third to the S&P 500's total return over the past century, their share of total return has
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South Korean government establishes a 5 trillion won semiconductor fund and provides 5 trillion won in trade financing, accelerating the 576 trillion won "super project."
The South Korean government announced the establishment of a 5 trillion won semiconductor-specific fund, focusing investments on chip materials, components, equipment companies, and fabless design com
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Fed September Rate Hike of 25 Basis Points Looks 'Virtually Certain' Amid 3.8% CPI and Rising Treasury Yields
The Consumer Price Index (CPI) recently hit 3.8%, marking the sharpest increase in three years and significantly exceeding the Federal Reserve's 2% target. Concurrently, 30-year Treasury yields have r
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Kazakhstan considers opening new oil export routes as drone attacks disrupt Black Sea crude shipments
Kazakhstan's Ministry of Energy announced that due to ongoing Ukrainian drone attacks on Russia's Black Sea port of Novorossiysk, which threaten its crude oil shipments, Kazakhstan is seeking to diver
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Yahoo Finance analysis points out that three healthcare stocks, Eli Lilly, Johnson & Johnson, and AbbVie, are worth watching in August due to their relatively poor market performance but strong fundamentals.
The analysis suggests that although the healthcare sector has underperformed the S&P 500 year-to-date, it has led all sectors over the past three months. Specifically, Eli Lilly's Q2 revenue increased
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UK Companies, Especially PE-Backed Ones, Increasingly Shun London IPOs Amid Rising Delistings
British companies are opting for alternative exit routes, with only eight PE-backed firms going public in the past five years, none in London this year. Since 2022, delistings from the London Stock Ex
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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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Nvidia CEO Jensen Huang plays with Microduck robots, driving over 20,000 preorders in a day
The Microduck robots, which are open-source devices produced by Pollen Robotics (a company acquired by Hugging Face, now part of Nvidia), were showcased by Huang at the GTC Berlin conference. They per
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The City of San Diego plans to withdraw from a municipal bond organization after the U.S. Securities and Exchange Commission expressed concerns about its oversight.
The City of San Diego plans to withdraw from a municipal bond organization after the U.S. Securities and Exchange Commission expressed concerns about its oversight.
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Israeli forces storm Hebron with approximately 20 military vehicles
Israeli forces have stormed the city of Hebron in the occupied West Bank with approximately 20 military vehicles. This action follows Israeli Prime Minister Benjamin Netanyahu's order for a full lockd
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Global investment-grade corporate bond spreads hit an 18-month high, as the AI funding boom impacts credit markets.
Global investment-grade corporate bond spreads surged to 129 basis points on Thursday, the widest level since May 2025, driven by multiple factors including technology companies borrowing heavily for
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Xi gathers China’s top cadres with focus on discipline
Chinese President Xi Jinping has convened a central committee meeting with top cadres, focusing on discipline. The meeting will be closely watched ahead of next year's party congress and the leader’s
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Israel conducts intense bombing and shelling in southern Lebanon, targeting Khiam and other towns
According to the official National News Agency (NNA), Israel has carried out more attacks on the southern Lebanese municipality of Khiam. Israeli forces are also intermittently shelling several towns
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Al Jazeera: Poll shows approximately 75% of young Israeli Jewish first-time voters support the right-wing
According to Al Jazeera, citing a recent poll by Israel's Channel 12, approximately three-quarters (75%) of young Israeli Jewish first-time voters identify with right-wing or center-right political po
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UK's AI-driven job cuts double rate of US and Germany; Barclays plans to axe 5,000 jobs by end of 2026
AI-linked job losses in the UK are running at twice the rate of the US and Germany. Barclays plans to axe 5,000 jobs by the end of 2026 as it turns to artificial intelligence (AI) to cut costs. The ba
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Stocks fall to end a volatile week, pulled by inflation concerns and jitters over artificial intelligence
Stocks fall to end a volatile week, pulled by inflation concerns and jitters over artificial intelligence
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Investigation into Argentine President Milei's alleged crypto fraud has been dismissed.
Argentine federal judge Marcelo Martinez de Giorgi, at the prosecutor's request, dismissed the criminal investigation into President Javier Milei and his sister Karina Milei for alleged cryptocurrency
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Meta's Chief AI Scientist: Muse will be ad-free, but advanced features and enterprise services will be charged, and the company plans to take a commission from agent-assisted shopping.
Meta's Chief AI Officer, Alexandr Wang, stated in an interview that his personal AI agent, Muse, will remain ad-free and available for free to regular users. However, advanced features and enterprise
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Germany's gas market operator THE has signed additional gas supply contracts worth nearly 245 million euros to secure winter supply, as inventories are significantly lower than in the same period last year.
Germany's gas market operator, Trading Hub Europe (THE), has disclosed that it has spent nearly 245 million euros (approximately $274 million) on additional gas supply contracts to secure winter suppl
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Germany's strategic oil reserve agency, EBV, launched a tender on October 23 to sell diesel, heating oil, and crude oil from its strategic reserves for the first time, in response to energy supply pressures.
Germany's crude oil and product stockpiling agency, EBV, launched a tender on October 23 to sell diesel, heating oil, and crude oil from its strategic reserves for the first time, in response to energ
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China's Automaking Rise Prompts German Industry Shift to Arms, Volkswagen Plant to Produce Missile Defense Systems
The rise of China's automaking industry is spurring a shift in German industry towards arms production, with Volkswagen's Osnabrueck factory set to be converted into a plant for missile defense system
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Hedge fund managers have placed record bets against U.S. natural gas, anticipating weak demand for heating and power generation fuel due to expectations of an unusually mild winter in the Northern Hemisphere.
Hedge fund managers have placed record bets against U.S. natural gas, anticipating weak demand for heating and power generation fuel due to expectations of an unusually mild winter in the Northern Hem
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IRS plans lower tax disclosure penalties, including for crypto, Forbes reports
The US tax agency is targeting faster resolutions and more flexible payment options for taxpayers voluntarily disclosing past tax violations under a planned program overhaul.
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Brigadier General Yadollah Javani, head of the Political Bureau of Iran's Islamic Revolutionary Guard Corps, warned that Iran would become the aggressor's grave if enemies launched a ground invasion.
Brigadier General Yadollah Javani, head of the Political Bureau of Iran's Islamic Revolutionary Guard Corps (IRGC), stated that Iran would become the aggressor's grave if the enemy launched a ground i
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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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MASKDOGE Coin Analysis: Meme Token on BSC Chain and Trading Status
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METO Coin (Metafluence) Value Analysis and Investment Risk Assessment
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How to Track Bitcoin Whale Movements: On-Chain Data and Professional Tools Analysis
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Chainlink (LINK) Price Dynamics, Whale Accumulation, and Oracle Infrastructure Progress
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How to Sell Bitcoin Cash (BCH) and Its Main Trading Markets
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Is STARL Coin a Mainstream Cryptocurrency? Exploring Its Founders and Project Status
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OAX Token Analysis: The Native Token of the OpenANX Project and Its Trading Status
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Distinguishing Between Memecoins with "GERMANY" in Their Name: Germany Coin (GER) and Germany Rabbit Token
Markets Today
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