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Macro
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Lumentum Sales More Than Double as AI Demand Swells
Lumentum reported blowout earnings and an upbeat forecast, driven by surging demand for AI infrastructure, though its stock was largely flat after hours.
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CoreWeave shares jump 8% as Q2 revenue climbs 112% amid accelerating AI infrastructure demand, though net loss widened and debt reached $35 billion
The AI infrastructure provider reported revenue that topped Wall Street expectations, with its revenue backlog now standing at $104 billion. However, the company's net loss increased to $626 million f
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Iranian General Naghdi Says Iran Can Sustain Missile, Drone Production for Years of Conflict
Iranian General Mohammad Reza Naghdi stated the country could maintain missile and drone production even through years of conflict, claiming Iran would retain the ability to continue launching ballist
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Trend-following funds (CTAs) have taken a record-breaking short position in global bonds, involving over $400 billion in capital, with this week's US CPI report expected to be a key factor for profits and losses.
Trend funds (commodity trading advisors, CTAs) have increased their short bets on global bonds to a record level, with assets under management estimated to exceed $400 billion. UBS data shows that CTA
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Analysis points out the divergence between pessimistic sentiment in U.S. stocks and strong fundamentals, with historical data suggesting this bodes well for the S&P 500 in the coming months.
Despite the S&P 500 index repeatedly hitting new historical highs and corporate earnings increasing by 32% year-over-year in Q2, investor anxiety continues to spread. Fund inflows into passive investm
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JPMorgan Chase Asset Management: The Federal Reserve is expected to continue raising interest rates until inflation cools, as core PCE remains above 3%
Kelsey Berro, a fixed income portfolio manager at JPMorgan Chase Asset Management, stated that despite recent signals of slowing inflation and market expectations of only a modest 0.2% month-over-mont
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SEC is poised to unveil major crypto plans as the Clarity Act stalls.
SEC is poised to unveil major crypto plans as the Clarity Act stalls.
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Carmignac Gestion fund manager Elie warns that food inflation could hit bond markets in the next 6 to 12 months.
Marie-Anne Allier, a fixed income fund manager at Carmignac Gestion, stated that while the negative impacts of rising energy prices and geopolitical tensions on the bond market have largely been price
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Bloomberg Analysis Suggests Nvidia Cannot Solve Two Major Problems in AI Infrastructure Buildout: Scarcity and Profit Margins
Bloomberg Analysis Suggests Nvidia Cannot Solve Two Major Problems in AI Infrastructure Buildout: Scarcity and Profit Margins
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Canadian pension fund Omers achieved a 4.8% return in the first half of the year, generating C$6.9 billion (US$5 billion) in earnings, primarily driven by rising stock markets and a stronger U.S. dollar.
Canadian pension fund Omers achieved a 4.8% return in the first half of the year, generating C$6.9 billion (US$5 billion) in earnings, primarily driven by rising stock markets and a stronger U.S. doll
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Venezuela and Israel restore consular relations after Venezuela sought foreign policy adjustments following the US military's kidnapping of Maduro.
Venezuela and Israel have agreed to restore consular relations. This comes after Venezuela's interim president, Delcy Rodriguez, sought a major foreign policy realignment following the US military's k
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Israel's Tightened Blockade on Gaza Causes Prices to Soar, With Lighters and Fans Becoming the Backbone of Energy in the Strip
Israel's Tightened Blockade on Gaza Causes Prices to Soar, With Lighters and Fans Becoming the Backbone of Energy in the Strip
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Google Gemini App User Count Exceeds 1 Billion, Keeping Pace with OpenAI ChatGPT
Google CEO Sundar Pichai announced on X that the Gemini app has become one of the company's fastest-growing products, recently surpassing 1 billion monthly active users. This makes it the 14th Google
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Markets anticipate a modest increase in the U.S. July CPI month-over-month, with core CPI month-over-month projected at 0.2%.
The U.S. Bureau of Labor Statistics will release its July Consumer Price Index (CPI) report on Wednesday. The market generally expects the July overall CPI to increase by only 0.1% month-over-month, w
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Former US Envoy Morgan Ortagus Sees No Evidence US is on 'Back Heels' Against Iran
Morgan Ortagus, a former deputy presidential special envoy, stated she does not see proof for the narrative that the US is at a disadvantage in negotiations with Iran, adding that strategic patience f
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Yahoo Finance Analysis: Walmart (WMT) Doubles Down on Streaming Ad Business with Vibe.co Acquisition, Yet Stock Underperforms Peers Year-to-Date
Yahoo Finance analysis points out that Walmart completed the acquisition of Vibe.co, a self-serve streaming TV ad platform, on August 4th, aiming to convert its shopping data into advertising revenue.
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BioHarvest Sciences lowers 2026 revenue guidance to $37-40 million, expects new flavor agreements to generate $20-30 million in revenue in 2027-2028
BioHarvest Sciences announced a summary of its Q2 2026 earnings call, where the company revised its total revenue guidance for 2026 from the previous $42 million-$48 million down to $37 million-$40 mi
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White House: Violent crime continues to fall in major U.S. cities, with homicides down 17.2% year-over-year.
The White House released its mid-year crime report, stating that violent crime continues to decline in major U.S. cities. According to data from the Major Cities Chiefs Association, homicides in the n
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Deutsche Bank analysts believe that Elon Musk's SpaceX is on track to achieve its goal of $100 billion in annual recurring revenue by the end of 2026.
SpaceX's quarterly financial report, released on August 4, showed its revenue exceeded expectations, reaching $7.81 billion. The company's management stated during the earnings call that they anticipa
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QumulusAI Signs GPU-as-a-Service Agreement with DRW to Supply NVIDIA Blackwell B300 Clusters
New cloud infrastructure provider QumulusAI (NVIDIA) announced a GPU-as-a-service agreement with diversified global trading firm DRW to supply a dedicated NVIDIA Blackwell B300 cluster from its U.S. d
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Bicara Therapeutics ends Q2 2026 with $497 million in cash, extending runway into H1 2029, and reports Phase III FORTIFI-HN01 study is on track for substantial enrollment by year-end
Bicara Therapeutics Inc. announced it ended the second quarter of 2026 with $497 million in cash, providing a runway to fund operations into the first half of 2029. The company's pivotal Phase III FOR
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U.S. Energy Secretary: Oil flow through the Strait of Hormuz has recovered to nearly 9 million barrels per day, with total regional flow reaching 15 million barrels.
U.S. Energy Secretary Chris Wright stated that oil flow through the Strait of Hormuz is recovering, with nearly 9 million barrels of oil passing through the strait daily. He noted that the total oil f
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Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
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FOMC members will be highly focused on Wednesday's July month-over-month inflation change to assess the feasibility of achieving the 2% inflation target without further policy tightening; the new Federal Reserve Chair has previously expressed disinterest in such high-frequency data-driven frameworks.
X platform commentator Nick Timiraos noted that more Federal Reserve Federal Open Market Committee (FOMC) members have indicated they will closely monitor the next few price level readings to determin
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New studies suggest next-gen family offices to take on more risk, debt, and alternatives, with 41% eyeing private equity/venture capital
According to new studies, the next generation of family office leaders is likely to use more debt, invest in more alternatives, and focus on different philanthropies. Specifically, 41% of Gen Z and mi
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GF Securities, in conjunction with multiple parties, has contributed 370 million yuan, and the Qingyue Technology Advance Compensation Special Fund has been officially established.
GF Securities announced that the company, in conjunction with Lixin Certified Public Accountants and Gao Yudi, the actual controller of Qingyue Technology, has officially established a special advance
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Former Israeli Ambassador Alon Pinkas: Israelis "deep down" know the West Bank is "on the verge of explosion"
Former Israeli Ambassador Alon Pinkas stated that he does not believe the situation in the West Bank will affect Tuesday's election, as all these factors have already been priced into voting patterns.
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New York Attorney General Seeks $1.37 Billion from NovaTech Founders, Announces Nearly $6 Million Settlement with Four Promoters
The New York Attorney General's office is seeking to recover $1.37 billion from the founders of the cryptocurrency Ponzi scheme NovaTech, following a default judgment in August 2025. Additionally, the
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Israeli forces raided homes in Hebron and arrested three Palestinians.
Israeli forces arrested three Palestinians during multiple raids in Hebron, according to the Palestinian news agency Wafa. Soldiers raided several homes in Hebron before arresting the three individual
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The Israeli military announced that two soldiers were killed and three others were wounded in a shooting incident in Hebron.
The Israeli military announced that two soldiers from its rescue unit were killed in an attack in Hebron. The fallen soldiers were Staff Sergeant Ron Yonatan Roytman and Sergeant Yuval Shai Svilem, wh
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Changpeng Zhao: 99% of startup ideas are good, but 98% of teams lack execution.
Changpeng Zhao posted on X, stating that people often ask him if their startup ideas are viable, but he believes 99% of ideas are good as long as the team has strong execution. The problem, he noted,
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Singapore, Malaysia, and Thailand Central Banks Collaborate on Cross-Border Stablecoin Settlement; Ripple, Visa, Mastercard Among Participants
Singapore, Malaysia, and Thailand Central Banks Collaborate on Cross-Border Stablecoin Settlement; Ripple, Visa, Mastercard Among Participants
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Brazil's annual inflation rate exceeded the target ceiling in early October, intensifying voter dissatisfaction ahead of Sunday's presidential runoff.
Brazil's annual inflation rate exceeded the target ceiling in early October, intensifying voter dissatisfaction ahead of Sunday's presidential runoff.
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Canada's retail sales rose 1.2% month-over-month in August, with preliminary data also indicating growth in September, which could complicate the Bank of Canada's rate cut outlook.
Canada's retail sales rose 1.2% month-over-month in August and 5.4% year-over-year. Excluding motor vehicles, sales increased by 1.2% month-over-month. Excluding motor vehicles, parts, and gasoline, s
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Saudi-led coalition intercepts ballistic missile fired towards Khamis Mushait
According to Al Jazeera, Colonel Turki al-Maliki, spokesperson for the Saudi-led coalition, stated on X that the coalition had "intercepted and destroyed" a ballistic missile launched by Houthi rebels
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US 10-year Treasury yield drops below 5% this week on AI worries, rises slightly to 4.997% on Friday
The benchmark 10-year US Treasury yield fell below 5% on Thursday for the first time in a month, as investors sought safety amid concerns over the massive debt taken on by technology companies to fina
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U.S. Democratic Congressman from Silicon Valley demands White House investigate Starlink restrictions in Ukraine.
According to CNBC, Democratic Representatives Sam Liccardo, Ro Khanna, and Jimmy Panetta from Silicon Valley sent a letter on Friday to White House Chief of Staff Susie Wiles, requesting a government-
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Ukraine plans to cooperate with a Finnish company to establish an independent satellite communication system to address ongoing Starshield issues.
Ukraine plans to collaborate with Finnish companies to establish an independent satellite communication system, addressing persistent issues with the U.S.-operated Starshield system. Ukrainian Preside
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Experts warn: AI accelerates software vulnerability discovery, cybersecurity incidents likely to surge in coming months.
According to Reuters, multiple cybersecurity experts warn that artificial intelligence is discovering software vulnerabilities at an unprecedented rate, doubling the number of digital vulnerabilities
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China expresses opposition to the weaponization and battlefieldization of outer space, calling for the prevention of an arms race in outer space.
China expresses opposition to the weaponization and battlefieldization of outer space, calling for the prevention of an arms race in outer space.
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China states that the risks of an outer space arms race and battlefield trends are the biggest threats to space security.
China states that the risks of an outer space arms race and battlefield trends are the biggest threats to space security.
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U.S. WTI crude oil futures rose over $2/barrel to $101.62 due to escalating Middle East tensions.
U.S. WTI crude oil futures rose over $2/barrel to $101.62 due to escalating Middle East tensions.
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SpaceX is in talks to connect to 80,000 base stations, while the three major US telecom stocks all fell over 4% in pre-market trading.
SpaceX is reportedly in talks with cellular infrastructure companies to enter the U.S. mobile communications market, leveraging existing satellite networks and ground station resources, Reuters report
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Israeli Prime Minister Benjamin Netanyahu announced that the army is prepared for a "large-scale operation" in the occupied West Bank.
Israeli Prime Minister Benjamin Netanyahu announced on Friday during a visit to Hebron that the Israeli army would implement an "offensive model successfully implemented in refugee camps" in the occup
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Family offices are becoming more selective about real estate investments due to rising interest rates, favoring assets with high discounts and strong pricing power.
Family offices are becoming more selective about real estate investments due to rising interest rates, favoring assets with high discounts and strong pricing power. Chief Investment Officers indicate
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Two Palestinians were killed and several others injured in an Israeli drone strike on the Al-Nasr neighborhood in western Gaza City, Al Jazeera reported, citing medical sources.
Two Palestinians were killed and several others injured in an Israeli drone strike on the Al-Nasr neighborhood in western Gaza City, Al Jazeera reported, citing medical sources.
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Commander-in-Chief of the Iranian Armed Forces: Mines have been deployed in the Strait of Hormuz, warning that enemy vessels will be struck if they enter.
Commander-in-Chief of the Army of the Islamic Republic of Iran, Hatami, revealed that the Iranian military has deployed naval mines and various automated control systems in the area east of the Strait
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Iran issues ultimatum to Middle Eastern countries: Stop supporting the US or be designated "hostile states" if US-Iran conflict reignites.
Maleki, a member of the Iranian Parliament's National Security and Foreign Policy Committee, stated that Iran has issued an ultimatum to countries in the Middle East, demanding that they cease all sup
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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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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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METO Coin (Metafluence) Value Analysis and Investment Risk Assessment
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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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Chainlink (LINK) Price Dynamics, Whale Accumulation, and Oracle Infrastructure Progress
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OpenAI launches Decisions API to compete with TypeSafe's Jev model.
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