Macro
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Oracle's fiscal year 2026 backlog reaches $638 billion, Supermicro's gross margin doubles to 17.5%, but both companies face billions in cash burn.
Oracle's cloud infrastructure revenue for Q4 FY2026 increased by 93% year-over-year to $5.79 billion, with total cloud revenue reaching $9.91 billion, accounting for 52% of quarterly sales. Its remain
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CBOE Volatility Index (VIX) Briefly Hits Over Seven-Month Low, Last Down 0.44 Points at 14.84
CBOE Volatility Index (VIX) Briefly Hits Over Seven-Month Low, Last Down 0.44 Points at 14.84
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The Motley Fool analysis points out that the Vanguard Morningstar Growth ETF (VUG) has delivered a return of 1262% since its inception in 2004, outperforming the S&P 500's 929%, and still has room to grow.
The analysis suggests that VUG, which focuses on large-cap growth stocks, despite its underperformance this year, has an excellent historical track record. With the continued development and maturatio
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According to the latest research by Bank of America analysts, NVIDIA has committed to providing $70 billion in equity investments to ecosystem partners such as OpenAI and Anthropic.
According to the latest research by Bank of America analyst Vivek Arya, NVIDIA has committed $70 billion in equity investments to its ecosystem partners. Recent investments include $30 billion in Open
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Steel giant ArcelorMittal expands partnership with Microsoft, embedding Azure cloud services and AI into global operations
ArcelorMittal S.A., a steel manufacturer, is expanding its partnership with Microsoft (Microsoft Corporation) by incorporating Microsoft Fabric, Purview, and Foundry into its Azure-based "cloud-first,
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Japan to provide financial and technical support for infrastructure recovery in Persian Gulf nations damaged by the U.S.-Iran war, aiming to ensure stable energy supply.
Japan's support will focus on helping rebuild oil and power facilities in countries like the United Arab Emirates, where petroleum production infrastructure has been damaged.
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Trump Sued Over Plan to Sell Fast Access to Truth Social Posts
Trump Sued Over Plan to Sell Fast Access to Truth Social Posts
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Santander's Stephen Stanley maintains forecast for Fed rate hikes in September and December, despite in-line July CPI report
Stanley believes July's broadly in-line inflation report, which showed unrounded core CPI rose 0.215% month-over-month (equivalent to a 2.6% annualized pace), is unlikely to sway the Federal Reserve's
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LMAX Group's Jenna Wright argues stablecoins and tokenization are becoming critical infrastructure for faster capital movement in markets.
LMAX Group's Jenna Wright argues stablecoins and tokenization are becoming critical infrastructure for faster capital movement in markets.
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Greenland oil wildcatters delay controversial drilling plan due to permitting issues and government rebuke
Greenland oil wildcatters delay controversial drilling plan due to permitting issues and government rebuke
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Donald Trump claims the U.S. has total control over the Strait of Hormuz with a "WALL OF STEEL" naval blockade, stating Iran has no power to resist and is plagued by 300% inflation.
Donald Trump claims the U.S. has total control over the Strait of Hormuz with a "WALL OF STEEL" naval blockade, stating Iran has no power to resist and is plagued by 300% inflation.
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New estimate projects US seniors to see 3.6% Social Security COLA raise in 2027, highest in four years, boosting average monthly checks by ~$75.
The forecast by the Senior Citizens League is based on inflation data released Wednesday, which showed consumer prices in July rose 3.4% over the prior year. If this projection holds, the 2027 COLA wo
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Ukraine's Deputy Infrastructure Minister tells Reuters Odesa Port saw only 159 vessels for loading in July, down from nearly 400 last year, amid intensified Russian attacks.
Ukraine's Deputy Infrastructure Minister tells Reuters Odesa Port saw only 159 vessels for loading in July, down from nearly 400 last year, amid intensified Russian attacks.
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Russian Defence Ministry: Russian forces struck a vessel in Odesa Port, according to IFX.
Russian Defence Ministry: Russian forces struck a vessel in Odesa Port, according to IFX.
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Google unveils new Pixel 11 series smartphones, putting Gemini AI at the core to take on Apple's AI phone competition
Google (Alphabet) on Wednesday unveiled its new Pixel 11 series of smartphones, placing its most capable Gemini AI model to date at the core of the device. The move comes weeks before Apple is expecte
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Grab Holdings raises full-year revenue and profit forecasts, as AI and affordability strategies pay off, with shares rising as much as 4.9% in after-hours trading.
Grab Holdings Limited (NASDAQ:GRAB) on August 4th raised its full-year revenue and profit forecasts, stating that this was due to investments in AI and the proactive implementation of affordability st
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Analysis shows that nearly half of Americans support or expect to support their elderly parents, with 58% already in debt as a result, highlighting the issue of insufficient retirement savings.
An analysis article points out that nearly 46% of Americans are currently providing or expect to provide financial support for their aging parents, and among them, 58% have already incurred debt as a
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JPMorgan Chase Strategists: The Federal Reserve Should Maintain Interest Rates, Expect Inflation to Gradually Decline
The chief global strategist at JPMorgan Chase Asset Management said the Federal Reserve should keep interest rates unchanged, predicting a gradual decline in inflation, citing growing evidence that a
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Bridgewater founder Dalio: The AI investment game is underway, but history shows that betting on a few leading tech stocks is risky.
Dalio pointed out that the current market is dominated by a few new technology companies, such as AI, which account for a high proportion of market capitalization and have a huge impact on global stoc
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Donald Trump's "One Big Beautiful Bill Act" passed in July 2025, but instead of eliminating Social Security taxes, it accelerated the depletion of the Social Security Trust Fund to 2032.
The bill introduces a temporary tax cut for American seniors aged 65 and older who meet specific income thresholds, valid from 2025 to 2028. However, due to parameter limitations, the Tax Policy Cente
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U.S. stocks rose in early trading, led by tech stocks, with chip stocks moving higher, and NVIDIA up 2%.
U.S. stocks rose in early trading on Wednesday after the Consumer Price Index (CPI) report showed inflation slowed in July, with the Nasdaq Composite leading the major indexes higher. The tech sector
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Kalshi becomes the first prediction market to stream full order books via DoubleZero Edge.
Prediction market platform Kalshi announced that it has become the first prediction market to distribute real-time, full order book data through its DoubleZero Edge service. This move will allow insti
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Pimco Economist Tiffany Wilding Says Fed Will Stay on Hold in September
Wilding made the remarks on "Bloomberg Surveillance" while reacting to the latest US consumer price report and its implications for Federal Reserve monetary policy.
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Ed Yardeni Lifts S&P 500 Target to 8,400, Citing 'Fabulous Earnings Momentum'
Yardeni also raised his 2026 S&P 500 earnings estimate to $375 from $330, as companies broadly beat forecasts. He maintains his 2029 target of 10,000 and assesses recession and bear-market risk at jus
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Al Jazeera Analysis: US Support Uncertainty Rises, Europe Needs to Build a "Wartime Economy"
Al Jazeera published an analysis article stating that with increasing uncertainty regarding US defense support for Europe, Europe must mobilize its financial and industrial strength for self-defense a
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2026-10-23 Unemployment Rate 5.8%, expected 5.8%, previous 5.8%, in line with expectations
2026-10-23 Unemployment Rate 5.8%, expected 5.8%, previous 5.8%, in line with expectations
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Germany S&P Global Services PMI Flash for October 23: 51.7, expected 52.5, prior 52.9, below expectations
Germany S&P Global Services PMI Flash for October 23: 51.7, expected 52.5, prior 52.9, below expectations
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Germany S&P Global Manufacturing PMI Flash for October 23: 54.2, expected 53.5, prior 53.9, above expectations
Germany S&P Global Manufacturing PMI Flash for October 23: 54.2, expected 53.5, prior 53.9, above expectations
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Germany S&P Global Composite PMI Flash for October 2026: 52.8, expected 53.3, previous 53.8, below expectations.
Germany S&P Global Composite PMI Flash for October 2026: 52.8, expected 53.3, previous 53.8, below expectations.
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Luxury brands such as Hermès and Cartier are experiencing declining sales in China, indicating that affluent Chinese consumers are cutting back on spending, which is now impacting even the most resilient brands, according to Bloomberg Markets.
Luxury brands such as Hermès and Cartier are experiencing declining sales in China, indicating that affluent Chinese consumers are cutting back on spending, which is now impacting even the most resili
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South Korea's KOSPI index valuation has fallen to 4.2x, making it the first trillion-dollar market to drop below a 5x price-to-earnings ratio.
The Korea Composite Stock Price Index (KOSPI) has seen its valuation plunge to an extreme low, with its forward 12-month price-to-earnings (P/E) ratio dropping to 4.2x. According to Bloomberg data dat
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France S&P Global Services PMI Flash 48.4 on October 23, 2026, vs. expectations of 50.7, prior 51.2, below expectations.
France S&P Global Services PMI Flash 48.4 on October 23, 2026, vs. expectations of 50.7, prior 51.2, below expectations.
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France S&P Global Manufacturing PMI Flash 49.3 on October 23, 2026, expected 50.5, prior 50.6, below expectations.
France S&P Global Manufacturing PMI Flash 49.3 on October 23, 2026, expected 50.5, prior 50.6, below expectations.
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France S&P Global Composite PMI Flash for October 23, 2026: 48.4, expected 50.5, previous 51.1, below expectations
France S&P Global Composite PMI Flash for October 23, 2026: 48.4, expected 50.5, previous 51.1, below expectations
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China's stock market is struggling to emerge from an economic slump after falling into a bear market, with the "national team" seemingly propping up the index.
China's stock market struggled to shake off its slump on Friday after entering bear market territory, with investors increasingly questioning whether the country's highly sought-after AI sector can su
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Bridgewater China has reduced its gold holdings and holds a "cautiously optimistic" view on local Chinese equities, according to Bloomberg.
Bridgewater Associates' China unit has informed investors that it has reduced its bullish stance on gold and holds a "cautiously optimistic" view on local Chinese equities, Bloomberg reported. This mo
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XRP Ledger validator Vet refutes the misconception that "XRP adoption growth does not affect token price," explaining that XRP has special functions in the network, such as automatic bridging, and its price increase is a "chain reaction" of widespread network use and acceptance.
XRP Ledger validator Vet refutes the misconception that "XRP adoption growth does not affect token price," explaining that XRP has special functions in the network, such as automatic bridging, and its
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October 23, 2026 Interest Rate Decision 15.75%, expected 16%, prior 16.25%, below expectations
October 23, 2026 Interest Rate Decision 15.75%, expected 16%, prior 16.25%, below expectations
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Israeli forces detain 2 Palestinians, lock down Hebron after shooting
Israeli forces have detained two Palestinians, Jamal al-Din al-Huraybat and Mohammad Zeitoun al-Halaika, and closed all access points to the Hebron governorate following an early morning shooting at a
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UK retail sales declined, and consumer confidence fell to its lowest level since the pandemic.
UK retail sales declined, and consumer confidence fell to its lowest level since the pandemic. Meanwhile, UK bond and equity markets showed resilience ahead of the budget announcement.
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Tech Stock Plunge Halves South Korea's Market Valuation Compared to Indonesia
Tech Stock Plunge Halves South Korea's Market Valuation Compared to Indonesia
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Bloomberg Markets reports that Russia, facing disruptions to its wheat exports due to ongoing attacks in the Black Sea region, is turning to niche solutions, including disputed territories, to maintain its status as the world's largest wheat supplier.
Bloomberg Markets reports that Russia, facing disruptions to its wheat exports due to ongoing attacks in the Black Sea region, is turning to niche solutions, including disputed territories, to maintai
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Wallstreetcn: Goldman Sachs AI Basket Index has retreated 23% from its June high; high-beta momentum portfolio's year-to-date gains have been wiped out.
Goldman Sachs reports, as cited by Wallstreetcn, that the Goldman Sachs AI Basket Index (GSTMTAIP) has now pulled back 23% from its June peak, a decline comparable to the one seen before its July bott
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Wallstreetcn: US stocks saw a peculiar divergence on Thursday, with the S&P 500 falling 1.5% while two-thirds of its constituent stocks rose; Goldman Sachs' hedge fund indicator experienced its largest single-day drop since 2011.
Goldman Sachs traders Matthew Kaplan reported, as cited by Wall Street News, that Thursday's divergence between market breadth and index performance in U.S. equities was the largest since the 1990s. T
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U.S. Chamber of Commerce and Cisco Urge South Korean Businesses to Address Outdated IT Security Risks
The American Chamber of Commerce in Korea (AMCHAM Korea) and U.S. network giant Cisco have urged South Korean businesses to address cybersecurity risks stemming from outdated IT infrastructure and mod
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Global hedge funds experienced their most widespread single-day losses since the pandemic during Thursday's stock market sell-off, according to Goldman Sachs data.
Global hedge funds experienced their most widespread single-day losses since the pandemic during Thursday's stock market sell-off, according to Goldman Sachs data.
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IEA head Birol warns EU entering winter with record-low gas reserves, cannot withstand further supply shocks
International Energy Agency (IEA) head Fatih Birol warned that Europe is entering winter with historically low gas reserves and cannot withstand further supply shocks, as the US-Israel war on Iran dis
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U.S. Treasury yields edged higher, having previously fallen sharply due to turmoil in the French bond market, with the bond market's focus remaining on France.
U.S. Treasury yields edged higher, having previously fallen sharply due to turmoil in the French bond market, with the bond market's focus remaining on France.
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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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1
Asian markets broadly fell: The Hang Seng Index dropped 3.03% to a four-month low, and the Hang Seng Tech Index fell 5%; Brent crude rose 3.2% to $112.27, due to AI concerns and heightened tensions in the Strait of Hormuz.
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Goldman Sachs: Silver Net Longs Fall to Two-Year Low Amid Dual Blows from Dollar Pullback and Weak AI/Solar Sectors
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Middle East Tensions Escalate: Houthis Claim Multiple Attacks on Saudi Arabia, Brent Oil Surpasses $112, Iran Claims to Have Struck Oil Tanker in Strait of Hormuz
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Crypto traders value Indian telecom company Reliance Jio's IPO at approximately $110 billion.
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5
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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Barclays plans to cut 5,000 jobs, or about 5% of its total workforce, to boost efficiency and reduce costs through AI, primarily focusing on support functions.
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The 10-year U.S. Treasury yield fell by approximately 11 basis points from its previous close, now at 5.04%.
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Houthis claim Saudi Arabia targeted an Indian boat in Red Sea, rescued 14 Indian nationals
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9
Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
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The 30-year U.S. Treasury yield is down approximately 9 basis points from its previous close, currently at 5.35%.
Markets Today
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