Macro
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Samsung Opens New HVAC Production Line in India to Meet AI Data Center Demand
Samsung Electronics announced it has opened a new heating, ventilation, and air-conditioning (HVAC) production line in Pune, India. The facility aims to expand manufacturing capacity to address the gr
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Russia's attack on Ukraine's Izmail port sparked a fire, and Zelenskyy called on the US to provide more Patriot interceptor missiles.
Ukrainian authorities stated that Russian forces attacked the port infrastructure of Izmail in Ukraine's southern Odesa region early Thursday, causing damage and sparking fires. Izmail port is Ukraine
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Russian "Ghost Fleet" Tankers Use "Mad Max"-Style Fishing Nets to Defend Against Ukrainian Drones
Russia's sanctioned "ghost fleet" of oil tankers is reportedly using "Mad Max"-style fishing nets as a defensive measure to protect vessels from Ukraine's mass maritime drone operations.
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Nobel Peace Prize winner Dmitry Muratov tells BBC Putin cannot claim victory in Ukraine, warns of nuclear escalation
In an exclusive interview with the BBC, Russian Nobel Peace Prize winner Dmitry Muratov stated that Russian President Vladimir Putin can only "destroy Ukraine, not conquer it," as the war enters its f
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South Korean government announces housing supply and financial support plan, raising annual household debt growth target to 3%
The South Korean government held an inter-ministerial joint press conference on August 13 to announce its housing supply and financial support plan. During the conference, the Financial Services Commi
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Donald Trump restores economic pressure on Iranian regime
Donald Trump restores economic pressure on Iranian regime
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Wealth management firms cut fees to woo rich AI company employees
Wealth management firms are lowering service fees to attract employees at tech companies like Anthropic and OpenAI who are rich in equity. This move reflects the rise of these employees, who are shift
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Citadel Securities strategist Scott Rubner released a report listing ten reasons to be bullish on US stocks in August.
Scott Rubner points out that against a backdrop of persistent macro risks and extreme market divergence, multiple sources of demand are simultaneously strengthening while selling pressure is dissipati
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China accelerates 'brain chip' development with state-backed initiatives, aiming to outpace Elon Musk's vision
Chinese state authorities have launched a coordinated effort to accelerate the development of the nascent brain-computer interface (BCI) industry. In recent days, a series of related initiatives have
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Japan's July PPI rose 7.2% year-on-year, fueling market expectations for a Bank of Japan (BOJ) rate hike in September.
Data released by the Bank of Japan (BOJ) on Thursday showed that the Corporate Goods Price Index (PPI) rose by 7.2% year-on-year in July, slightly lower than the revised 7.3% in June, but still remain
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China's YMTC ranks third globally in Q2 NAND memory chip shipments with 14% market share, surpassing Micron and Kioxia, according to Counterpoint Research.
China's YMTC ranks third globally in Q2 NAND memory chip shipments with 14% market share, surpassing Micron and Kioxia, according to Counterpoint Research.
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Goldman Sachs: Japan's over $1 trillion in foreign exchange reserves can be fully monetized via the Federal Reserve's FIMA facility, providing ample ammunition for further yen intervention
Karen Fishman, a research strategist at Goldman Sachs, stated that Japan's approximately $200 billion in dollar cash or cash equivalents is sufficient for several rounds of intervention similar to las
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Tencent Holdings fell over 2% intraday to a more than two-week low, after Q2 AI spending led to negative free cash flow, and Morgan Stanley cut its target price by over 15% to HK$550.
Tencent Holdings once fell over 2% during intraday trading today, touching its lowest intraday level in over two weeks. This followed the company's second-quarter earnings report, which showed that it
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The effectiveness of the joint US-Japan intervention has waned, with the Japanese Yen briefly touching 159.39 against the US Dollar, erasing about half of the gains from the previous intervention.
On August 12, the Japanese yen depreciated by 0.1% against the US dollar at one point, reaching 159.39, returning to the 159 level. The recent continuous depreciation of the yen has erased about half
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Oil prices rise as an oil spill near Oman worsens and recent attacks in the Gulf of Oman and Red Sea heighten supply disruption worries
Brent crude futures for October delivery gained 1.01% to $88.09 a barrel, while U.S. West Texas Intermediate futures for September advanced 1.15% to $82.31 per barrel. Oman's coastline is reportedly b
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South Korea's central bank holds over $250 million in US gold ETF, its first gold investment in 13 years
The Bank of Korea (BOK) stated it held 679,765 shares of SPDR Gold Trust, valued at $250.4 million, as of the end of the second quarter.
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"Big Short" Michael Burry's Substack newsletter "Cassandra Unchained" has surpassed 300,000 subscribers, with a theoretical annual income of $113.7 million.
Michael Burry's Substack investment newsletter, "Cassandra Unchained," has surpassed 300,000 subscribers 231 days after its launch. Based on an annual fee of $379, the newsletter's theoretical annual
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Indian Blue-Collar Workers Are Training Humanoid Robots by Filming Their Hand Movements, Potentially Aiding AI in Taking Their Jobs
According to Bloomberg, these workers are strapping cameras to their foreheads to teach robots how humans move, in what is described as AI's latest gold rush.
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Optimism grows for broader Japanese stocks as market cap-weighted Topix hits fresh high, driven by strong earnings in banks and autos despite global chip competition concerns.
Optimism grows for broader Japanese stocks as market cap-weighted Topix hits fresh high, driven by strong earnings in banks and autos despite global chip competition concerns.
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South Korean Stocks Surge 22% in Ten Days, Driven by Chip Rally and AI Trade Rebound
South Korean stocks surged 22% in ten days, driven by a chip rally and a global rebound in the AI trade, putting the benchmark index on track to enter a technical bull market. Heavyweight memory chipm
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CoreWeave Discloses “De-NVIDIA-ization” Risk for the First Time in Regulatory Filing, Yet Q2 Order Backlog Reaches $104 Billion, Stock Price Still Jumps 19%
AI cloud provider CoreWeave, in its quarterly earnings report filed on Wednesday, for the first time listed "abandoning reliance on NVIDIA chips" as a potential business risk, warning that a shift in
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Japan's Corporate Goods Price Index (July) rose 0.1% MoM, 7.2% YoY; Export Price Index fell 0.6% MoM, while Import Price Index rose 0.3% MoM.
Japan's Corporate Goods Price Index (July) rose 0.1% MoM, 7.2% YoY; Export Price Index fell 0.6% MoM, while Import Price Index rose 0.3% MoM.
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BBC reports: In Kingsport, Tennessee, a town that manufactures missiles for the Donald Trump administration, local residents remain steadfast in their support for Donald Trump, despite his national approval rating dropping to 32% due to the Iran war and rising cost of living.
The town's Holston Army Ammunition Plant, which produces explosives for Patriot missiles, warheads, and other heavy weapons, is the sole domestic supplier of certain critical explosive and propellant
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US CFTC cautions prediction market platforms over "deficient" incentive program filings, citing manipulation risks
The U.S. Commodity Futures Trading Commission (CFTC) has issued guidance, expressing concern over an increase in "procedurally or substantively deficient" filings from prediction market firms for ince
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Analysts: U.S. Treasury Secretary Bessent's plan to increase long-term debt buybacks is, at best, a "circuit breaker" for the global bond sell-off.
Analysts noted that US Treasury Secretary Besant's plan to increase long-term debt buybacks triggered a global bond rally, but given concerns about fiscal distress and persistent global inflation, the
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WSJ analysis suggests U.S. Treasury market's coveted safe-haven status is fading
The upward trend in bond yields this year, driven by persistent inflation and heavy AI-linked corporate borrowing, indicates that Treasurys are appearing less safe. Their yields are no longer as low r
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Former Iranian Central Bank Advisor Rejects Donald Trump's Claims of Economic Collapse, But Warns UAE Trade Cut Could Shrink Iran's Economy by 5% This Year
Former Iranian central bank advisor Mehrdad Sepahvand refuted US President Donald Trump's claims of an imminent collapse of the Iranian economy, but warned that the UAE's decision to cut trade ties wi
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U.S. Treasury yields edge higher, with 30-year yield up 3 bps to 5.2256%, as traders digest the Treasury Department's debt buyback plan
U.S. Treasury yields edge higher, with 30-year yield up 3 bps to 5.2256%, as traders digest the Treasury Department's debt buyback plan
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Human Rights Watch reports that Israeli settler violence puts dozens of Palestinian communities in the West Bank at risk of erasure, calling for sanctions and a suspension of military aid to Israel.
Human Rights Watch released a report stating that increased attacks by Israeli settlers, coupled with the rapid expansion of settlements, are driving the forced displacement of Palestinians. The repor
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Over 60% of ships in Strait of Hormuz used 'dark routes' in August to avoid military targeting, data shows
Maritime intelligence firm Kpler data for August 1-19 reveals that 148 out of 236 vessels transiting the Strait of Hormuz, including oil and gas carriers, turned off their Automatic Identification Sys
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Jakarta Futures Exchange Deputy Chief Says Indonesia's Planned Commodities Bourse by Jan. 1 is Achievable Using Existing Platforms, Eyes Role in Project
Jakarta Futures Exchange Deputy Chief Says Indonesia's Planned Commodities Bourse by Jan. 1 is Achievable Using Existing Platforms, Eyes Role in Project
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Bitcoin (BTC) Surpasses $70,000 for First Time in Over Two Months, Fueled by Lower US Bond Yields and Trump's Industry Meeting
Bitcoin's rally was propelled by US Treasury Secretary Scott Bessent's successful efforts to push US bond yields lower, alongside a high-stakes meeting President Donald Trump held with industry leader
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Somali piracy resurges in Red Sea region, attributed to U.S.-Iran war diverting enforcement resources and regional instability
The return of Somali piracy, which had declined since 2010, is now a major concern for shipping companies. The U.S.-Iran war has diverted American naval resources and fueled regional instability, crea
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Brent crude rises to $93/barrel after Donald Trump vows maximum economic pressure on Iran
Brent crude futures rose to about $93 a barrel after President Donald Trump vowed to exert maximum economic pressure on Iran. Donald Trump did not specify how these measures would be implemented. Mean
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Hong Kong Exchanges and Clearing (HKEX) CEO Bonnie Chan stated that Hong Kong's IPO fundraising has exceeded US$40 billion this year, and she expects more biotechnology, mining, and consumer companies to list throughout the year.
Chen Yiting pointed out that over 100 companies have listed in Hong Kong so far this year, with total fundraising exceeding the full-year 2025 level of US$37 billion. She also mentioned that, in addit
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Chinese Commercial Banks Shift Corporate Loan Pricing to Short-Term Repo Rate from LPR, Sparking Investor Scrutiny Over Record-Low 1.4% Q1 Net Interest Margin
Chinese commercial banks have begun pricing corporate loans against a short-term interbank repo rate instead of the benchmark loan prime rate (LPR). This shift is drawing sharp scrutiny from investors
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Ukraine's Grain Shipments Are at a Virtual Halt
Ukraine's Grain Shipments Are at a Virtual Halt
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Singapore's Temasek sees three India portfolio companies surge over 30% after IPOs this week, contrasting with broader foreign investor skepticism
Singapore state investor Temasek Holdings' portfolio companies Shiprocket, Milky Mist, and Molbio Diagnostics recorded gains of 35%, 40%, and 26% respectively following their market debuts this week.
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Bond Investors Favor Italy Over France Ahead of Next Year's Elections, Expecting Less Political Drama in Rome
Bond Investors Favor Italy Over France Ahead of Next Year's Elections, Expecting Less Political Drama in Rome
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Japan Real Estate Investment Set to Hit Record for Second Year, Forecast to Climb to ¥7 Trillion ($44 Billion) Fueled by Office Demand
Japan Real Estate Investment Set to Hit Record for Second Year, Forecast to Climb to ¥7 Trillion ($44 Billion) Fueled by Office Demand. Jones Lang LaSalle Inc. (JLL) stated that property investment ju
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Gaon Cable secures 200 billion won ($143.4 million) busduct supply deal for a 250-megawatt US AI data center project
Gaon Cable's US manufacturing subsidiary, LS Cable & System USA, will supply busduct power distribution systems to a major US cloud operator for the project, expanding its presence in North America’s
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Copper Holds Above $14,000 as Traders Assess US Treasury Action
Copper Holds Above $14,000 as Traders Assess US Treasury Action
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Ether jumps 18% to $2,250 as Bitcoin tops $69,000 in broad crypto rally
The rally saw nearly $1.4 billion of short positions wiped out, with every major cryptocurrency except Tron posting double-digit weekly gains. This surge followed the US Treasury doubling its bond buy
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Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
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LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
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Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
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China's AI Boom Shifts Investor Focus to Star 50 Index
Investors are increasingly looking to China's Star 50 index to track the country's hottest companies, moving away from traditional stock indexes.
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Vistra executive Pamela Chung says Hong Kong sees opportune time for advancing IPO connect scheme, which would allow mainland investors access to IPOs
The scheme is expected to enable better price discovery and expand the investor capital pool to better match the city’s large IPO pipeline.
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Macro
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What is iEthereum (IETH)? Its Market Status and Risk Analysis
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What is BAN? An Analysis of Banano and the Solana Ecosystem Memecoin BAN
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US Mortgage Demand Stalled Last Week as 30-Year Fixed Rates Remained Unchanged at 6.77%, But Rates Have Started to Rise Again This Week
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Nebius Group's Q2 AI cloud contracts saw estimated payback period shorten to ~1 year 10 months, down from a historical 2-3 years
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Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
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TUNDRA Token Analysis: Multi-Version Differentiation and Trading Status
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Analysis: SpaceX Stock Rebounds to Near IPO Opening Price After Pullback; Historical Data Suggests a Price Range of $100-$170 One Year Later
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MVL Mobility Ecosystem and Kleros Dispute Resolution: New Explorations in Blockchain Applications
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With US PCE inflation remaining high, can Bitcoin continue to serve as an inflation hedge amid risk re-evaluation?
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ALI Coin Value Analysis: The Use and Long-Term Investment Potential of Alethea AI Token
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