Macro
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MarketWatch analysis points out that 17 S&P 500 component companies have achieved growth in both revenue and profit margins, and some of these stocks are undervalued.
These companies have grown quarterly sales per share by at least 40%, while also improving gross and operating margins.
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US Treasury 2/10 Yield Curve Hits Steepest Level Since Late May, Last 45.7 BPS
US Treasury 2/10 Yield Curve Hits Steepest Level Since Late May, Last 45.7 BPS
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Super Micro Computer shares rose 4% to $32.48, while Hewlett Packard Enterprise and Dell Technologies gained 4% and 3% respectively, boosted by a broad rally in AI server stocks after Super Micro Computer pre-announced a doubling of its fourth-quarter gross margin.
Super Micro Computer's stock price rose due to market expectations for its upcoming Q4 FY2026 earnings report. The company previously guided for a gross margin of 15% to 17% for the quarter, almost do
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Sands Capital Technology Innovators Fund disclosed in its Q2 2026 letter to investors that it has added Arm Holdings (ARM) to its portfolio.
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU deman
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Sands Capital Technology Innovators Fund Adds Intel (INTC) to Portfolio, Citing Growing CPU Demand from AI Inference Workloads
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (INTC) as a new holding. The fund believes that as AI workloads evolve towards inference, agentic
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Kalshi traders price July CPI at 3.3% ahead of Wednesday's release; September Fed hike odds fall to 46% from 67% after weak payrolls
Kalshi traders price July CPI at 3.3% ahead of Wednesday's release; September Fed hike odds fall to 46% from 67% after weak payrolls
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US Strategic Petroleum Reserve crude oil stocks fell by about 6.1 million barrels last week to 298.7 million barrels, the lowest level since 1983.
US Strategic Petroleum Reserve crude oil stocks fell by about 6.1 million barrels last week to 298.7 million barrels, the lowest level since 1983.
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China says the launch of its Long March 7 rocket failed, according to Xinhua.
China says the launch of its Long March 7 rocket failed, according to Xinhua.
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Cathie Wood's Ark Invest Buys 80,000 Nvidia Shares, Reduces Roblox Stake
Cathie Wood's Ark Investment Management recently purchased 80,000 shares of Nvidia (NVDA) across five funds, while simultaneously decreasing its stake in the gaming stock Roblox (RBLX). This move come
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Brazil's central bank is assessing cross-border links for its Pix instant payment system, aiming for international integration amidst intensifying U.S. trade scrutiny.
The central bank stated in a report on Monday that connecting Pix with similar foreign platforms could lower costs, accelerate transactions, broaden access, and improve transparency in cross-border pa
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The U.S. investment-grade bond market saw 19 issuers on Monday, the highest number in seven months.
The issuers include utility companies, overseas banks, and Tyson Foods, which chose to raise funds this week ahead of the release of the US inflation report. This follows last Friday's weaker-than-exp
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Synopsys (SNPS) unveils agentic AI chip design tools developed with Microsoft, being evaluated by AMD
Synopsys introduced two autonomous AI workflows at the DAC Chips to Systems Conference on July 27, built with Microsoft and available for evaluation on Microsoft Discovery. These tools aim to reduce t
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Sands Capital Q2 2026 Investor Letter: New AMD Position, Expects AI Shift to Inference to Drive CPU Demand
Investment management firm Sands Capital disclosed in its Q2 2026 investor letter that it has added Advanced Micro Devices, Inc. (AMD) as a new holding. The firm believes that as AI workloads evolve t
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Sands Capital's Q2 2026 letter highlights Samsara (IOT) maintained ~30% revenue growth and improved margins, with low AI disruption risk
Sands Capital Technology Innovators Fund stated in its Q2 2026 investor letter that Samsara Inc. (NYSE:IOT) continued to see steady revenue growth of approximately 30% and delivered roughly 500 basis
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Federal Reserve Chair Kevin Warsh Completes Required Divestments
According to a government ethics filing, Federal Reserve Chair Kevin Warsh has sold all remaining financial holdings he pledged to divest upon taking office in May. He had already disposed of most ass
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Federal Reserve Chairman Warsh has maintained interest rates unchanged for two consecutive meetings since taking office in 2026, and analysts believe his cautious approach may lead the Federal Reserve to postpone interest rate hikes.
Since taking office in May this year, Federal Reserve Chair Kevin Warsh has opted to maintain interest rates at two consecutive Federal Open Market Committee (FOMC) meetings. Warsh has adopted a cauti
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Report: Replicating Average Couple's $3,120 Monthly Social Security Requires $716K-$936K Portfolio
A new report indicates that matching the average U.S. couple's $3,120 monthly Social Security benefit requires a substantial personal portfolio. This figure varies based on investment strategy, with a
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Cloudflare CEO Says AI Agents Are 'Rewriting the Internet' as Non-Human Traffic Exceeds 50% for First Time, Q2 Revenue Up 36%
Cloudflare CEO Matthew Prince stated that the internet is undergoing a fundamental rewrite for machine-to-machine traffic, driven by AI answer engines and agent-driven commerce. The company's traffic
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Donald Trump says US only in "half-negotiation" with Iran
Donald Trump says US only in "half-negotiation" with Iran
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Saudi Arabia, Turkey, and Pakistan have signed the Mecca Joint Defense Agreement to counter Iran's actions in the Strait of Hormuz and attacks in the region.
Saudi Arabia, Turkey, and Pakistan on Friday signed the Mecca Joint Defense Agreement, stipulating that an armed attack on any one of them would be considered an attack on all three. This move aims to
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Kaspi.kz Q2 Revenue Rises 15%, Adjusted EBITDA Up 5%, Board Recommends 18% Dividend Increase
Kaspi.kz (NASDAQ:KSPI) reported its second-quarter results, with net income remaining flat due to higher funding costs, National Bank reserve requirements, and investments in Türkiye. E-commerce was a
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Sands Capital Q2 2026 Letter: AI Adoption Driving Stronger Demand for Palo Alto Networks (PANW)
Investment management firm Sands Capital stated in its Q2 2026 investor letter that Palo Alto Networks (PANW) was a key contributor, supported by robust results and investor confidence in cybersecurit
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Sands Capital stated in its Q2 2026 investor letter that despite Palantir's (PLTR) strong Q1 results and continued improvement in profitability, its stock price decline dragged down the fund's performance.
Sands Capital noted that Palantir's stock price reaction may reflect the market's high expectations and ongoing debate regarding its valuation and competition from AI labs, rather than a deterioration
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Sands Capital Technology Innovators Fund Q2 2026 Letter to Investors disclosed a new position in SanDisk Corporation (SNDK).
Sands Capital, in its latest letter to investors, noted that SanDisk Corporation (SNDK), an American provider of flash memory and and storage technology, is considered one of the critical AI bottlenec
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Iranian President Pezeshkian to attend Gas-Exporting Countries Forum in Moscow next week, to hold talks with Putin
Iranian President Pezeshkian is expected to attend the eighth Gas-Exporting Countries Forum in Moscow on October 27, according to Iran’s Fars news agency. Fars reports that Pezeshkian is scheduled to
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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 fuels due to an unseasonably 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 fuels due to an unseasonably mild winter in the Northern Hemisphere.
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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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Under pressure from the Republican Party, President Donald Trump will cut some tariffs imposed on Canada.
Under pressure from the Republican Party, President Donald Trump will cut some tariffs imposed on Canada.
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The Trump administration announced the "America First Seafood Strategy" and launched Seafood.gov, while also providing over $5 billion in loans to expand the meat and seafood processing industries.
The Trump administration today unveiled the "American-First Seafood Strategy," aimed at securing the future of the U.S. seafood industry, and launched Seafood.gov, a website providing information on f
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Freed US citizen Stephen Hubbard was tortured in Russian jail, former Ukrainian prisoners say
Ukrainians held alongside Stephen Hubbard in Russian detention facilities claim they witnessed him being beaten, electrocuted with a stun gun, and subjected to sexual humiliation by Russian guards dur
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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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MASKDOGE Coin Analysis: Meme Token on BSC Chain and Trading Status
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IFO Concept Analysis: A New Paradigm for DeFi Fundraising and Its Representative Tokens
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Is Ethereum a Competitor to Bitcoin? An In-Depth Analysis of Their Relationship
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METO Coin (Metafluence) Value Analysis and Investment Risk Assessment
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Chainlink (LINK) Price Dynamics, Whale Accumulation, and Oracle Infrastructure Progress
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How to Track Bitcoin Whale Movements: On-Chain Data and Professional Tools Analysis
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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
Markets Today
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