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US expects US-Iran war oil supply disruptions of 600,000 bpd to last through 2027, due to crimped Strait of Hormuz shipments
US expects US-Iran war oil supply disruptions of 600,000 bpd to last through 2027, due to crimped Strait of Hormuz shipments
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Elon Musk states memory supply is now AI's biggest bottleneck, with demand rising 200% annually against 20% production growth
SpaceX CEO Elon Musk noted during the company's Q2 conference call that the limiting factor in building out AI computing capacity is currently the supply of memory. He highlighted a significant imbala
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Well-known investor Michael Burry warns that Berkshire Hathaway is no longer an attractive investment, expressing concerns about a lack of patience among Buffett's successors.
Investor Michael Burry, known for accurately predicting the 2008 housing crash, stated in his August 10 "Cassandra Unchained" newsletter that his biggest concern for Berkshire Hathaway was that Warren
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Bloomberg, citing sources: Apple's major iPhone design upgrade plan for 2027 has not been canceled; a new glass-designed iPhone Pro has entered late-stage testing.
This refutes earlier reports from Jefferies analysts that Apple had canceled plans for an "all-glass iPhone," which had put pressure on Apple's stock price. According to sources, Apple still plans to
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AIG CEO Eric Andersen Says AI Data Center Boom Is 'Maxing Out' P&C Insurers
American International Group Inc. Chief Executive Officer Eric Andersen stated that while the artificial intelligence buildout presents a "great opportunity" for the insurance industry, it is also pus
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AI cloud company CoreWeave announced its second-quarter earnings after market close today. Analysts estimate revenue of approximately $2.56 billion.
CoreWeave (NASDAQ:CRWV) is set to announce its second-quarter earnings after the market closes today, followed by a conference call at 5 PM ET. Analysts generally expect the company to report revenue
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U.S. government appeals trade judge's order for universal tariff refunds, arguing it overstepped authority
Government lawyers filed an opening brief on Monday with the U.S. Court of Appeals for the Federal Circuit, challenging a Court of International Trade (CIT) judge's February order. The CIT judge had d
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Analysis suggests Nvidia (NVDA) could reach $325 by 2027, citing strong Q1 FY27 revenue of $81.6 billion and catalysts like the Vera Rubin launch and a $500 billion AI financing platform.
Despite trading 28% below its 52-week high, Nvidia posted Q1 FY27 revenue of $81.6 billion, an 85% year-over-year increase, with Q2 FY27 guidance set at $91 billion. The analysis notes Nvidia's curren
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Barclays: Picky Bond Buyers Will Keep Yields at Multi-Year Highs
According to Barclays, the shift in the U.S. Treasury buyer base towards value-oriented mutual funds, households, and other private investors has helped push the 30-year yield to multi-decade highs.
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NYPD investigates gold bar scam that has stolen over $100 million from retirees
The New York Police Department's investigation, which began in May 2024, involves the Department of Homeland Security, the IRS, and other state law enforcement agencies, as authorities believe the sch
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Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
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The U.S. SEC is considering directly funding a controversial market tracking database, after Citadel Securities won a lawsuit last year challenging its funding method.
The U.S. SEC is considering directly funding a controversial market tracking database, after Citadel Securities won a lawsuit last year challenging its funding method.
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U.S. EIA raises 2026 Brent crude forecast to $87/barrel from $82, citing persistent Strait of Hormuz constraints through August
U.S. energy officials expect Strait of Hormuz constraints to persist through August, limiting oil flows. The U.S. Energy Information Administration (EIA) also lifted its U.S. gasoline estimate to $3.7
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Anthropic's Unreleased AI Model Makes Significant Progress on Riemann Hypothesis, Increasing Lower Bound of Solutions
On Monday, Anthropic announced that an as-yet-unreleased model made significant progress on the Riemann hypothesis, a major unsolved mathematical problem for over 150 years with a $1 million bounty. T
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Fed's Goolsbee: Biggest Problem Facing the Economy Is Inflation
Fed's Goolsbee: Biggest Problem Facing the Economy Is Inflation
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AI startup Manus to resume independent operations after China's NDRC forced Meta to unwind its $2 billion acquisition
AI startup Manus announced it will soon resume operating as an independent company. This follows a demand from China's National Development and Reform Commission (NDRC) in April for Meta to unwind its
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Morgan Stanley Turns Bullish on China AI Stocks, Raises Price Target for One Company to HK$1,700 From HK$990
Morgan Stanley has turned bullish on China's AI stocks, anticipating a shift in the country's large language model (LLM) market from price wars towards smarter models and stronger monetization. The ba
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U.S. EIA expects natural gas inventories to reach 3,985 Bcf in October, the highest ahead of winter heating season since 2016.
U.S. EIA expects natural gas inventories to reach 3,985 Bcf in October, the highest ahead of winter heating season since 2016.
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Analysis points out that Palantir's stock price has fallen 0.5% year-to-date, but its latest quarterly revenue increased by 93% year-over-year, with US commercial revenue up 149% and government revenue up 90%. Its net profit margin reached 55%, yet its valuation remains high.
Yahoo Finance analysis indicates that despite Palantir Technologies (PLTR) stock price falling 0.5% year-to-date in 2026, underperforming the Nasdaq Composite's approximately 14.4% gain, its AI platfo
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The Japanese yen is approaching the 160 mark against the US dollar, a key psychological level, and market vigilance regarding potential renewed intervention by Japanese authorities has noticeably increased.
The Japanese yen continued to weaken against the US dollar, recording its largest single-day drop in over two months on Monday, falling 1%. The appreciation effect brought by the joint intervention by
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Donald Trump strongly criticized New York City's Pied-a-Terre tax and congestion pricing policies, stating they would destroy the city and that he is exploring the possibility of federal government intervention.
Donald Trump posted on Truth Social that New York City's Pied-a-Terre tax (a tax on non-primary residences) is costing New York City and State dearly, as the funds ultimately collected are minuscule c
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Russia releases former US Marine Robert Gilman from detention for humanitarian reasons, who was reportedly in poor health
Robert Gilman was jailed in 2022 for kicking a police officer while drunk. Massachusetts Senator Ed Markey stated that Gilman had been "essentially catatonic" and battling a "severe case of pneumonia"
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Secretary of Iran's Supreme National Security Council, Rezaei, stated that if an agreement is reached with Oman regarding transit through the Strait of Hormuz, this would be a separate matter independent of the Strait's closure.
Secretary of Iran's Supreme National Security Council, Rezaei, stated that if an agreement is reached with Oman regarding transit through the Strait of Hormuz, this would be a separate matter independ
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Target appoints Chandhu Nair as its first chief AI officer
The retail giant announced the appointment on Tuesday, making it the latest major retailer to invest in artificial intelligence to enhance operations and customer experience. Nair previously held role
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US Consumer Sentiment Slips to Five-Month Low on Inflation Woes
US consumer sentiment edged down to a five-month low in October as high prices and rising interest rates depressed morale.
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U.S. October University of Michigan Consumer Sentiment Index Final Reading Rose to 48.0, Exceeding Expectations but Inflation Expectations Increased
The final reading of the US October University of Michigan Consumer Sentiment Index was 48.0, exceeding the expected 46.3 but still below September's 48.1. Within this, the Current Economic Conditions
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Finland grants operating licence for world's first permanent nuclear waste repository
Finland's government on Thursday granted an operating licence for the Onkalo facility in western Finland, the world's first permanent underground repository for spent nuclear fuel. The facility is des
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Netanyahu warns of the largest military operation since 1967.
Israeli Prime Minister Benjamin Netanyahu stated that he has reviewed a plan for a large-scale military operation in the occupied West Bank, which would be unprecedented in scope since 1967, and will
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SEC Announces Fiscal Year 2027 Examination Priorities
The Securities and Exchange Commission today announced the Division of Examinations’ Fiscal Year 2027 examination priorities. The annual report identifies key areas of focus as the Division carries ou
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White House says Melania Trump brokered a ceasefire in Oleshky, Ukraine, but neither Russia nor Ukraine has confirmed it.
White House says Melania Trump brokered a ceasefire in Oleshky, Ukraine, but neither Russia nor Ukraine has confirmed it.
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The U.S. Department of Energy announced it has authorized an emergency exchange of up to 400,000 barrels of crude oil from the Strategic Petroleum Reserve to address supply disruptions affecting the Phillips 66 Lake Charles refinery in Louisiana.
The U.S. Department of Energy announced it has authorized an emergency exchange of up to 400,000 barrels of crude oil from the Strategic Petroleum Reserve to address supply disruptions affecting the P
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Israeli strikes on Nuseirat refugee camp in central Gaza destroy homes and displace residents.
Al Jazeera reported that Israel launched a series of attacks on the Nuseirat refugee camp in central Gaza, destroying homes and forcing residents to flee with their belongings in search of safety. Pal
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First Lady Melania Trump Secures Localized Ceasefire Between Russia and Ukraine in Oleshky
First Lady Melania Trump has successfully secured a localized ceasefire between Russia and Ukraine in the city of Oleshky. Both nations have agreed to temporarily halt all military action in the area
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U.S. October Flash PMI Signals Strong Growth Amid Accelerating Inflation
The S&P Global Flash U.S. PMI for October indicates robust economic expansion, with the Composite PMI at 57.6 and the Services PMI at 57.9. The Manufacturing PMI reached 56.0, marking a 53-month high.
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CME Group's Q3 crypto derivatives notional volume reached $469.5 billion, including $326.7 billion for Bitcoin and $118.8 billion for Ether.
CME Group data show that cryptocurrency futures and options averaged about 196,000 contracts per day in Q3 2026, with total quarterly notional volume of $469.5 billion. The Bitcoin suite accounted for
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U.S. S&P Global October Flash Composite PMI Falls to 57.6
U.S. S&P Global's October Flash Composite PMI declined to 57.6 from 58.4 in September. The Flash Services PMI registered 57.9, slightly below the forecast of 58.0, while the Flash Manufacturing PMI ca
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Mason Lynaugh, Executive Director of Stand With Crypto, believes that crypto voters will play a decisive role in the midterm elections.
Mason Lynaugh, Executive Director of Stand With Crypto, stated that as the midterm elections approach, the organization has 3.1 million advocates, 50 state chapters, and 47 university chapters, and ha
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The $8 billion in diesel aid that the Trump administration is providing to farmers will not be disbursed before the November 3 election, according to a government official.
The $8 billion in diesel aid that the Trump administration is providing to farmers will not be disbursed before the November 3 election, according to a government official.
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Al Jazeera: Israel continued to attack Gaza on most days during the "ceasefire"
Al Jazeera: Israel continued to attack Gaza on most days during the "ceasefire"
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France's preliminary Composite PMI for October plummeted to 48.4, falling below the expansion-contraction threshold and dragging down the Eurozone's PMI. The French 10-year government bond yield this week touched 5%, a new high since 2002.
France's preliminary Composite PMI for October plummeted to 48.4, significantly below the expected 50.3 and falling below the 50-point threshold separating expansion from contraction. Both the service
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Hong Kong has signed an agreement to introduce a gold refinery, aiming to boost its gold storage capacity to over 2,000 tons within three years to solidify its status as an international gold hub.
Hong Kong has confirmed agreements with Switzerland's Valcambi and China's Point Gold International to establish a local gold refinery in Hong Kong. This move is a significant step by Hong Kong's Offi
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Germany seeks to halt more oil refinery closures, warning of damage to fuel supplies, consumers, and chemical industry.
Germany seeks to halt more oil refinery closures, warning of damage to fuel supplies, consumers, and chemical industry.
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Trump ordered to testify in $10bn BBC lawsuit, faces dismissal if uncooperative
A federal judge has ordered former President Donald Trump to testify under oath by December 11 in the discovery phase of his $10bn defamation lawsuit against the BBC. The judge warned that failure to
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China targets 2030 for national blockchain network buildout
China targets 2030 for national blockchain network buildout
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Russia has dropped cluster bombs on Kyiv, while Ukraine claims to have recaptured 241 square kilometers of territory and accuses the United States of restricting its drone speed and missile defense capabilities.
Al Jazeera reported that on October 22, Russia dropped three ballistic missiles with cluster warheads on Kyiv, with one hitting an area between a church and a monastery, with Ukraine saying there were
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Parker Lewis Predicts Bitcoin Will Settle All Global Payments as $107 Trillion Debt Intensifies Credit System Strain
Bitcoin Magazine reported that author Parker Lewis believes that as $107 trillion in debt strains the credit system, merchants will shift to zero-fee payments, and ultimately Bitcoin will settle 100%
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Bloomberg analyst Mike McGlone warns that Bitcoin could fall to $10,000, citing reasons such as depleted ETF funds, increased correlation with the stock market, Federal Reserve interest rate hikes, and macroeconomic headwinds.
Bloomberg analyst Mike McGlone warns that Bitcoin could fall to $10,000, citing reasons such as depleted ETF funds, increased correlation with the stock market, Federal Reserve interest rate hikes, an
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BloombergNEF: Global Copper Shortage May Emerge from 2028, Supply-Demand Gap Could Reach 44% by 2050
BloombergNEF this week released a report stating that the global copper market will face a "large-scale, long-term shortage" starting in 2028, with the supply gap projected to reach 8% of demand by 20
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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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AI Companies and French Sovereign Debt Face Stress Test: CoreWeave CDS Spreads Exceed 1,000 Basis Points, France's 10-Year Government Bond Yield Breaks 5% for the First Time Since 2002, Moody's to Review France's Rating
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Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
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Arbitrage trades in European government bonds have triggered successive liquidations, leading to nearly a hundred London traders exiting the market, with the French 10-year government bond yield surpassing 5%.
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An Israeli court ordered the release of nine settlers suspected of attacking journalists and diplomats in the West Bank, as UN Secretary-General Guterres described the situation there as "out of control."
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Musk Pours $366 Million into 2026 Midterm Elections to Sway Senate Control and Protect SpaceX and Tesla Interests
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Microsoft's AI diagnostic system achieved an 83% accuracy rate in complex case simulations, more than double that of an average doctor. CEO Suleyman stated they are pursuing "medical superintelligence."
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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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OpenAI launches Decisions API to compete with TypeSafe's Jev model.
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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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