Macro
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Donald Trump Gives His Complete and Total Endorsement to Greg Steube for Re-Election in Florida’s 17th Congressional District
Trump praised Steube as a "tremendous Representative" and highlighted his background as a former Captain of the U.S. Army JAG Corps. He noted Steube's efforts in Congress to secure the border, stop mi
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Donald Trump endorses Congresswoman María Elvira Salazar for re-election in Florida's 27th Congressional District.
Donald Trump endorses Congresswoman María Elvira Salazar for re-election in Florida's 27th Congressional District.
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Donald Trump posted on Truth Social, announcing his "complete and total endorsement" of Congressman Brian Mast for re-election.
Donald Trump posted on Truth Social, announcing his "complete and total endorsement" of Congressman Brian Mast for re-election. Mast serves as the chairman of Donald Trump's 2024 campaign's "Veterans
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The yield on the US 10-year Treasury auction reached 4.683%, a new high since 2007.
The U.S. Treasury completed the auction of $42 billion in 10-year Treasury notes on Wednesday, with a high yield of 4.683%, the highest level since the 2007 global financial crisis. Meanwhile, the Con
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Japan's Listed Companies to Boost Dividends by 6% to Sixth Consecutive Record High on Chip, AI Gains
The payouts are expected to attract overseas capital and boost household incomes, with just under half of the companies paying out more.
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SEC Clears Franklin Templeton Funds to Use Onchain BENJI System for Cash Management
The U.S. Securities and Exchange Commission (SEC) issued a no-action letter, enabling Franklin Templeton's traditional registered funds to invest in its BENJI/FOBXX fund, which utilizes an onchain sys
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Israel Vows to Keep Troops in Lebanon, Gaza, and Syria
Israeli Defence Minister Israel Katz stated that Israel "will under no circumstances" withdraw its troops from security zones in Lebanon, Gaza, and Syria. His remarks come almost two months after a de
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Nvidia-backed AI cloud provider Lambda priced a $926 million leveraged loan to finance its AI buildout.
Nvidia-backed AI cloud provider Lambda priced a $926 million leveraged loan to finance its AI buildout.
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U.S. AI hedge fund "Situational Awareness" disclosed that it had aggressively bought Japan's Taiyo Yuden to 16.61% before being forced to reduce its stake to 4.41%. Taiyo Yuden shares rose 7.51% on Wednesday.
Situational Awareness, a US AI hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, disclosed to Japanese regulators on August 13 that it had previously made significant purchases of
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Cerebras Systems raises full-year core revenue outlook to $880-$890 million, but stock plunges about 12% in extended trading after Q2 earnings report
The chipmaker's updated full-year core revenue guidance is up from a prior range of $855-$865 million. For the second quarter, Cerebras reported core revenue of $210 million and a net loss of $450.5 m
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Saudi Arabia more than doubles oil exports via Egypt's Mediterranean port of Sidi Kerir to 2.3 million bpd, rerouting from Red Sea to avoid Houthi attacks
Saudi Arabia has significantly increased oil exports through the Sumed pipeline across Egypt to the Mediterranean Sea, with exports from Sidi Kerir port more than doubling to about 2.3 million barrels
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Trump says Karoline Leavitt will be departing her role at the end of the month.
Trump says Karoline Leavitt will be departing her role at the end of the month.
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Evercore: Private Asset Secondaries Deals Hit Record $121 Billion in H1 2026
According to Evercore, the surge in private asset secondaries deals to a record $121 billion in the first half of 2026 was driven by fund managers seeking to hold onto single “trophy” assets longer. N
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Japan's margin trading doubled in 6 months to 123 trillion yen ($772 billion) in July, boosted by pricey AI stocks.
The surge was driven by retail investors increasingly using leverage to take positions in high-priced artificial intelligence and other stocks, boosting market liquidity. For example, outstanding marg
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Coinbase CEO Brian Armstrong states that 'Coinbase for Agents' is an excellent platform to launch the next $1 billion hedge fund.
Coinbase CEO Brian Armstrong states that 'Coinbase for Agents' is an excellent platform to launch the next $1 billion hedge fund.
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Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
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U.S. Senator Bernie Sanders has introduced a Social Security reform plan that could increase beneficiaries' annual benefits by $2,400.
U.S. Senator Bernie Sanders has introduced a Social Security reform plan aimed at preventing the Social Security trust fund from being depleted in 2032 by extending the payroll tax to earnings over $2
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CoreWeave CEO Says Company Is Booking NVIDIA GPUs at "Full Price" Through 2029
CoreWeave CEO Mike Intrator stated in an interview with CNBC on Wednesday, August 12, that the AI infrastructure market is sending strong signals about demand: even older NVIDIA GPUs, which investors
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OpenAI-backed Thrive Holdings completes new $2 billion funding round, reaching a valuation of $12 billion.
OpenAI-backed Thrive Holdings completes new $2 billion funding round, reaching a valuation of $12 billion.
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Global wholesale diesel prices hit ~$180/barrel, could exceed $200 with Gulf hurricane, warns Gulf Oil's Tom Kloza, citing drone attacks on Russian, Saudi, and Libyan refineries.
Wholesale diesel prices have climbed to approximately $180 a barrel on world markets, with Gulf Oil Chief Energy Advisor Tom Kloza warning they could push above $200 a barrel if a tropical storm threa
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Jim Cramer to Host Semiconductor-Themed Conference Call on Thursday; Article Lists Performance of Five Key Companies Including NVIDIA, AMD
CNBC host Jim Cramer will host a semiconductor-themed CNBC Investing Club conference call on Thursday at noon. The article notes that the AI capital expenditure cycle is in its hottest phase in two ye
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Ottawa weighs proposal on auto tariffs as it presses U.S. for reprieve.
Ottawa weighs proposal on auto tariffs as it presses U.S. for reprieve.
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Ukrainian Drones "Defeat" US Forces in German Military Exercise, Effectively Destroying a US Armored Brigade
Ukrainian drone operators "defeated" U.S. forces in a major military exercise held in Germany. During the exercise, reconnaissance drones quickly located U.S. armored vehicles, after which attack dron
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Analysts Rate AI's "Three Pillars": Microsoft and TSMC Get "Buy," AMD Gets "Hold"
The analysis indicates that Microsoft (MSFT) received a "Buy" rating due to strong growth in its Azure cloud business, with Q4 FY226 revenue reaching $90.01 billion, Azure revenue growing by 43% to su
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Musk reposted a tweet stating that Grok Bot is an "incredible life and business manager" that can help with almost anything, "like having a genius employee."
Musk reposted a tweet stating that Grok Bot is an "incredible life and business manager" that can help with almost anything, "like having a genius employee."
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Italian energy giant Eni raises dividend payout to investors, influenced by rising fuel prices due to the Middle East conflict.
Italian energy giant Eni announced it would return more cash to shareholders, as Middle East conflicts pushed up energy prices and led to a surge in refining margins.
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Volvo AB's third-quarter profit rises due to strong truck demand in North America and Europe, with the truckmaker planning to gradually increase production.
Volvo AB's third-quarter profit rises due to strong truck demand in North America and Europe, with the truckmaker planning to gradually increase production.
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Tokyo Stock Exchange Data Fix Reignites Kioxia Margin Position Concerns
According to Bloomberg Markets, the Tokyo Stock Exchange previously released erroneous data showing a significant decrease in leveraged long positions for Kioxia Holdings Corp., leading some investors
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CryptoQuant CEO: Bitcoin May Avoid Impact of AI Bubble Burst
CryptoQuant CEO Ki Young Ju stated that the potential bursting of the artificial intelligence (AI) bubble might not significantly harm Bitcoin (BTC). He believes that Bitcoin's failure to participate
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China's National Development and Reform Commission (NDRC) released revised outbound investment rules, requiring investors to report major adverse developments such as technology transfers or equity disposals.
China's National Development and Reform Commission (NDRC) announced on Thursday revisions to its outbound investment rules, aiming to better prevent and mitigate growing overseas risks and protect Chi
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Singapore 2026-10-23 Inflation Rate YoY 2.2%, expected 2.3%, previous 2.3%, below expectations
Singapore 2026-10-23 Inflation Rate YoY 2.2%, expected 2.3%, previous 2.3%, below expectations
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India October 2026 HSBC Manufacturing PMI Flash 54.9, prior 55.1
India October 2026 HSBC Manufacturing PMI Flash 54.9, prior 55.1
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India October 2026 HSBC Composite PMI Flash 56.7, prior 55.9
India October 2026 HSBC Composite PMI Flash 56.7, prior 55.9
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Singapore 2026-10-23 Core Inflation Rate YoY 2%, expected 2.3%, previous 2.2%, below expectations
Singapore 2026-10-23 Core Inflation Rate YoY 2%, expected 2.3%, previous 2.2%, below expectations
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Israeli military: Two assailants killed in a shooting incident near Hebron in the West Bank; forces are searching the area and have imposed a blockade.
Israeli military: Two assailants killed in a shooting incident near Hebron in the West Bank; forces are searching the area and have imposed a blockade.
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Houthi media reports airstrikes on Yemen's Taiz and Amran provinces.
Houthi-affiliated media reported airstrikes in Yemen's Taiz and Amran provinces.
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Bitcoin Core Changes Security Policy, Will No Longer Keep Certain Vulnerabilities Secret as AI Makes Bugs Easier to Find
Bitcoin Core Changes Security Policy, Will No Longer Keep Certain Vulnerabilities Secret as AI Makes Bugs Easier to Find
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Europe's largest landlord, Vonovia, faces the risk of forced acquisition of its Berlin apartments, potentially losing 8 billion euros.
Vonovia, Europe's largest landlord, could face the forced acquisition of 120,000 apartments by the Berlin government, stemming from a new proposal by the state election winner, according to the Financ
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The Israeli military is investigating a reported shooting incident near an intersection in the Hebron area of the southern West Bank, and has dispatched soldiers to the scene.
The Israeli military is investigating a reported shooting incident near an intersection in the Hebron area of the southern West Bank, and has dispatched soldiers to the scene.
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Singapore Exchange CEO Loh Boon Chye plans to step down after a decade in the role.
Singapore Exchange Ltd. CEO Loh Boon Chye is preparing to step down to propel the exchange into its next growth phase, according to Bloomberg Markets.
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Donald Trump's envoy, Mike Waltz, warned Iran that the United States is prepared for a long-term confrontation and emphasized that Tehran must reach a "meaningful agreement" regarding its nuclear program.
Donald Trump's envoy, Mike Waltz, warned Iran that the United States is prepared for a long-term confrontation and emphasized that Tehran must reach a "meaningful agreement" regarding its nuclear prog
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Israel arrests 36 Palestinians in West Bank, attacks on farmers intensify
Israeli forces arrested 36 Palestinians during raids across the occupied West Bank on Thursday, as attacks on Palestinian farmers and their lands intensified during the olive harvest season. The Colon
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AI compute provider CoreWeave's funding gap sparks Wall Street debate: Bernstein estimates $76 billion, Goldman Sachs only $23 billion.
Bernstein analysts on Thursday (October 22) issued a report lowering their price target for AI hashrate leasing firm CoreWeave from $74 to $51, and estimating the company's net financing gap at a stag
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NABEP, the U.S. government's oil partner in Venezuela, is deploying a sixth drilling rig to boost the country's oil production, according to sources familiar with the matter.
NABEP, the U.S. government's oil partner in Venezuela, is deploying a sixth drilling rig to boost the country's oil production, according to sources familiar with the matter.
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Nikkei Asia: Asia's AI data center boom faces "reality check" in public markets, investors skeptical of valuations
Data center companies across Asia are facing increasing scrutiny from investors following setbacks in IPOs in Australia and South Korea, and volatile stock market debuts, Nikkei Asia reported. Investo
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Calpers retreats from Big Tech as AI rally falters
Calpers retreats from Big Tech as AI rally falters
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Japan's core CPI for September rose to 2.1%, exceeding 2% for the first time this year; over 80% of economists expect the Bank of Japan (BOJ) to raise interest rates in December.
Japan's core CPI rose 2.1% year-on-year in September, exceeding the Bank of Japan's 2% target for the first time in nine months, data from the Ministry of Internal Affairs and Communications showed to
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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%.
Nomura cross-asset strategist Charlie McElligott noted in his latest report that market drivers have shifted from the inflation narrative to a systemic re-evaluation of AI-driven growth prospects. Thi
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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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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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JPMorgan Chase Report: Funding Pressure on New Cloud Vendors Won't Impact AI Infrastructure Cycle; Tech Sector Expected to Have $400 Billion Funding Surplus This Year
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Crypto traders value Indian telecom company Reliance Jio's IPO at approximately $110 billion.
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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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Ramp Report: 1% of Businesses Account for 80% of OpenAI and Anthropic Spending, AI Dollar Spend Growth Stalls, Paid Penetration Slows
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SoftBank's stock price has halved from its June high, as the market worries about AI financing risks.
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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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The 10-year U.S. Treasury yield fell by approximately 11 basis points from its previous close, now at 5.04%.
Markets Today
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