Macro
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Iranian media: Another oil spill in the Strait of Hormuz has affected Iran's Qeshm Island coastline and mangrove forests.
Iranian media reported on Wednesday another oil spill in the Strait of Hormuz, which has affected the coastline of Iran's Qeshm Island and an environmentally sensitive mangrove forest. A spokesperson
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Analysis indicates that under the leadership of Federal Reserve Chairman Kevin Warsh, the September meeting may once again keep interest rates unchanged.
The article analyzes that Federal Reserve Chairman Kevin Warsh has maintained interest rates unchanged in two meetings since taking office in March. Despite the largest divergence in a decade at the m
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IREN shares jump over 10% after Microsoft accepts its first AI data center, part of a $9.7 billion cloud services deal
IREN Ltd. (NASDAQ:IREN) announced that Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services
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Lebanese Americans Sue U.S. Government, Defense Contractors Over Israeli War Conduct in Lebanon
A group in Michigan has spearheaded a class-action lawsuit, accusing the U.S. government and defense contractors including Boeing, Lockheed Martin, and Caterpillar of violating U.S. laws prohibiting a
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Survey shows many Americans' retirement savings are far below the $1.2 million target, and the timing of Social Security claims is crucial.
A Schroders survey indicates that over half of U.S. retirement plan participants expect to have less than $500,000 saved by retirement, with 24% anticipating less than $250,000. This is significantly
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TCW Large Cap Growth Concentrated Fund increased its stake in Micron Technology (MU) in Q2 2026, viewing the company as a clear beneficiary of AI infrastructure development.
TCW Large Cap Growth Concentrated Fund increased its stake in Micron Technology (MU) in Q2 2026, viewing the company as a clear beneficiary of AI infrastructure buildout.
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Oxford Economics expects July headline PCE inflation to rise 3.6% year-over-year, slightly easing from June's 3.7%, and anticipates the Fed will keep rates unchanged for the rest of 2026.
Oxford Economics expects July headline PCE inflation to rise 3.6% year-over-year, slightly easing from June's 3.7%, and anticipates the Fed will keep rates unchanged for the rest of 2026. The firm cit
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TCW Concentrated Large Cap Growth Fund listed KLA Corporation (KLAC) as a new holding in its Q2 2026 investor letter, believing the company will benefit from semiconductor chip complexity.
The fund noted that KLA Corporation, as a developer and manufacturer of advanced process control solutions for semiconductor chip manufacturing, produces products that help accelerate chip development
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TCW Fund Q2 Investor Letter: Cybersecurity company CrowdStrike (CRWD) delivered solid results and raised guidance, benefiting from increased cybersecurity spending driven by the proliferation of AI agents.
TCW Concentrated Large Cap Growth Fund noted in its Q2 2026 investor letter that cybersecurity technology company CrowdStrike Holdings (CRWD) reported robust quarterly results, including $256 million
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TCW Concentrated Large Cap Growth Fund Highlights Palo Alto Networks (PANW) as Key Contributor in Q2 2026 Investor Letter, Citing AI-Driven Growth and Raised Guidance
The fund stated that Palo Alto Networks' shares rose after the company reported strong quarterly results, including accelerating organic growth driven by AI, CyberArk integration running ahead of plan
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SpaceX stock surged 9.7% on Wednesday after Elon Musk released a new Grok AI model and held a companywide meeting.
SpaceX stock surged 9.7% on Wednesday after Elon Musk released a new Grok AI model and held a companywide meeting. The stock later reversed some of those gains early Thursday morning, falling about 1.
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S&P 500 hits intraday record high, last up 0.6%
S&P 500 hits intraday record high, last up 0.6%
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The U.S. Treasury will auction $25 billion in 30-year government bonds, following 10-year government bond yields reaching their highest level since 2007.
The U.S. Treasury plans to auction $25 billion in 30-year bonds. This comes after the yield on 10-year Treasury notes reached its highest level since 2007.
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Priya Misra, a portfolio manager at JPMorgan Chase Asset Management, discusses the resilience of the U.S. economy and the Federal Reserve's future interest rate path.
Priya Misra, a portfolio manager at JPMorgan Chase Asset Management, discusses the resilience of the U.S. economy and the Federal Reserve's future interest rate path.
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Salesforce stock rises nearly 2% after J.P. Morgan initiates overweight rating, citing AI fears as overblown
J.P. Morgan analyst Samik Chatterjee set an overweight rating on Salesforce shares, suggesting investors consider buying the stock despite previous jitters over AI disruption. The firm had not rated S
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'Big Short' investor Steve Eisman warns AI boom's Achilles heel is over-reliance on OpenAI and Anthropic
Eisman stated that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. He noted these two AI startups account for roughly 70
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Alpha Wealth Funds' Insiders Fund reduces Alphabet (GOOG) position, citing market's intolerance for aggressive AI spending
Alpha Wealth Funds' "Insiders Fund" stated in its Q2 2026 investor letter that it has reduced its position in Alphabet, believing the market will not tolerate the company and other hyperscalers spendi
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Baron Opportunity Fund increased its stake in Alphabet (GOOG) in Q2 2026, calling it "one of the most strategically advantaged businesses in the AI era."
In its Q2 2026 investor letter, Baron Opportunity Fund highlighted Alphabet's strong performance in AI, noting that Google I/O 2026 revealed Alphabet processes 3.2 quadrillion tokens monthly, a sevenf
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Broadcom's Q2 AI semiconductor revenue reached $10.8 billion, Lumentum's total revenue increased by 109.3% year-on-year
Broadcom reported its Q2 fiscal year 2026 earnings, with AI semiconductor revenue reaching $10.8 billion, a 143% year-over-year increase. Lumentum announced its Q4 fiscal year 2026 earnings, with tota
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Salesforce Spent Record $27 Billion on Q1 Stock Buybacks, Equaling Nearly 19% of Market Cap, to Counter 'SaaSpocalypse' Fears
Salesforce, led by CEO Marc Benioff, executed a record $27 billion stock buyback in the first quarter ending in April, a move equivalent to nearly 19% of its market capitalization. This aggressive rep
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Fed's Hammack questions if public can wait another 3-4 years for 2% inflation target
Fed's Hammack questions if public can wait another 3-4 years for 2% inflation target
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The latest report from the U.S. Treasury Department shows that the federal government's liabilities far exceed its assets, with economists warning of an impending "fiscal disaster."
Steve Hanke, a professor of applied economics at Johns Hopkins University, and David M. Walker, former U.S. Comptroller General, wrote in Fortune magazine that, according to the latest financial state
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Hammack: Payroll Data Is Noisy
Hammack: Payroll Data Is Noisy
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FED'S BARKIN: CURRENT LEVELS OF FEDERAL DEBT ARE AN INFLATIONARY "WIND" THAT THE FED HAS TO NAVIGATE AGAINST
FED'S BARKIN: CURRENT LEVELS OF FEDERAL DEBT ARE AN INFLATIONARY "WIND" THAT THE FED HAS TO NAVIGATE AGAINST
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Emirates NBD, a bank based in Dubai, is reportedly seeking a syndicated loan of up to $1 billion from Asian banks.
Emirates NBD Bank PJSC is marketing a syndicated loan of up to $1 billion to Asian banks, Bloomberg Markets reported. This indicates that borrowers in the Gulf region are increasingly confident in see
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Israeli far-right minister Ben-Gvir outlines ambitions for Gaza and West Bank, including disarming PA and promoting 'voluntary emigration'
Israeli far-right minister Itamar Ben-Gvir told Time magazine that Israel needs to disarm the Palestinian Authority (PA) to prevent another Oct. 7 attack. He expressed ambitions for Israeli sovereignt
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CZ: The threat of AI to cryptocurrency is not in breaking cryptography, but in phishing and social engineering through data leaks.
Binance founder CZ tweeted that while the internet and banking systems rely on weaker cryptography, AI doesn't need to break Bitcoin's cryptography to harm cryptocurrencies. He noted that leaked data
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Bloomberg Markets: HSBC, Standard Chartered Expected to Be Supported by High Interest Rates and Asia Wealth Management Fees, But Tightening China Capital Flow Rules and Cost Pressures May Impact Outlook
Bloomberg Markets: HSBC, Standard Chartered Expected to Be Supported by High Interest Rates and Asia Wealth Management Fees, But Tightening China Capital Flow Rules and Cost Pressures May Impact Outlo
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Malaysia and Thailand Central Banks Join MAS' BLOOM Digital Money Initiative
Bank Negara Malaysia and Bank of Thailand have officially joined the Monetary Authority of Singapore's (MAS) BLOOM (Borderless, Liquid, Open, Online, Multi-currency) initiative as policymaker members.
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Wall Street Analysts Back Meta, Raise Price Target, Citing AI Investments Entering Harvest Period
UBS and Deutsche Bank analysts both maintained a "Buy" rating on Meta in their latest research reports, raising their price targets to $892 and $840, respectively. They believe that although Meta's st
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Kazakhstan's Kazakhtelecom Deploys NVIDIA H200/B300 GPUs, Plans Over 2,000 More; inDrive & Pony.ai to Explore Robotaxi Services
Kazakhtelecom, Kazakhstan’s largest telecommunications company, has deployed 400 NVIDIA H200 and 480 NVIDIA B300 GPUs in Astana and Almaty, with plans to deploy over 2,000 more NVIDIA GPUs next year.
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UAE-Led Anti-Scam Operation Identifies Over $39 Billion in Funds and Crypto
According to The Defiant, the UAE-led "Operation Confrontation Ghost" anti-scam operation has identified over $39 billion in funds and cryptocurrencies. The operation reported the arrest of more than
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The battle for AI personal assistants is spreading to the hardware sector, with Chinese giants Qianwen and Shokz, as well as Meta and Amazon, among others, making strategic moves.
The competition for AI personal agents is heating up from software to hardware, with AI glasses, headphones, and recording devices becoming their entry point into the real world. Alibaba's Tongyi Qian
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Trump says Musk has restored Starlink service to Ukraine, after the Ukrainian military previously reported service restrictions.
U.S. President Donald Trump stated that tech giant Elon Musk has restored Ukraine's access to Starlink satellite internet services, which play a crucial role in Ukraine's war efforts and air defense.
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Hyundai Motor supplies 11 County electric buses to Indonesia's Bali, marking the island's first electric public transport service
Hyundai Motor Co. announced Friday it has supplied 11 County electric buses to Bali, Indonesia. This delivery introduces the first electric public transportation service on the Indonesian resort islan
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U.S. Democratic congressional candidate Brad Lander called for U.S. sanctions on Israeli settlements and a ban on importing settlement goods.
U.S. Democratic congressional candidate Brad Lander was released after being detained by the Israeli military. He stated that he witnessed "features of apartheid" in the West Bank and called for the U
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BYD Partners with Gentari to Address Malaysia's EV Charging Infrastructure Gap
BYD Partners with Gentari to Address Malaysia's EV Charging Infrastructure Gap
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Saudi civil defense authorities lifted an emergency alert in Najran province just minutes after issuing it, citing a diminished security threat. The agency urged residents to continue following instructions and to avoid gathering or filming in affected areas.
Saudi civil defense authorities lifted an emergency alert in Najran province just minutes after issuing it, citing a diminished security threat. The agency urged residents to continue following instru
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GS Caltex showcases AI-driven workplace innovations at its annual Deep Transformation Day
GS Caltex showcased a range of artificial intelligence-driven workplace innovations, including employee training tools, robotics, and energy-saving initiatives, at its fourth annual Deep Transformatio
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U.S. Senators Warren and Murphy criticized Donald Trump's war in Iran, stating it has resulted in 23 American military deaths and cost over $45 billion.
U.S. Senators Elizabeth Warren and Chris Murphy posted on X, criticizing President Trump's war against Iran. Warren noted that the war has lasted nearly eight months, resulted in at least 23 American
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Wealthy Chinese are moving offshore funds to U.S. banks in response to Beijing's tightening scrutiny on overseas wealth for tax purposes.
Wealthy Chinese clients are increasingly seeking to open bank accounts in the United States, according to private bankers and lawyers. This surge in demand follows the Chinese government's retroactive
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"Energy storage darling" Bloom Energy's Q3 revenue surged 138% to $1.24 billion, with profit skyrocketing over 500%. This marks the third time this year the company has raised its full-year guidance.
Fuel cell technology company Bloom Energy announced strong third-quarter results, with revenue up 138% year-over-year to $1.24 billion, net income reaching $250.3 million, and adjusted earnings per sh
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Italy warns against all travel to Saudi Arabia
Italy's Foreign Ministry has reiterated its warning against all travel to Saudi Arabia, citing a continued deterioration in the kingdom’s security situation. The updated travel advisory, issued on Oct
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Donald Trump arrived in Iowa for a major rally, stating that inflation and prices are "rapidly" falling.
Donald Trump arrived in Iowa for a major rally, stating that inflation and prices are "rapidly" falling, and campaigned for several Republican candidates, including U.S. Senate candidate Ashley Hinson
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Moody's: Chinese Investors Are Shifting Assets From Real Estate and Bank Deposits to Higher-Yielding Investments Domestically and Abroad
Moody's Ratings stated that Chinese households are shifting assets from real estate and bank deposits to higher-yielding investments, both domestically and internationally, despite increasing regulati
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South Korean stocks opened lower on Friday, with the KOSPI down 2.83% to 5,377.17 points as of 9:15 AM.
South Korean stocks opened down 2.36% on Friday. As of 9:15 AM, the Korea Composite Stock Price Index (KOSPI) fell 156.6 points, extending its decline to 2.83%, to 5,377.17 points. Overnight declines
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Japan S&P Global Services PMI Flash 52 on October 23, 2026, prior 51.3
Japan S&P Global Services PMI Flash 52 on October 23, 2026, prior 51.3
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Japan S&P Global Manufacturing PMI Flash for October 2026 was 53.3, below the expected 54.5 and the previous reading of 54.1.
Japan S&P Global Manufacturing PMI Flash for October 2026 was 53.3, below the expected 54.5 and the previous reading of 54.1.
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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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NVIDIA accelerated computing and open models are widely adopted by European financial giants, with Revolut, Lloyds Banking Group, and others achieving breakthroughs in efficiency and cost.
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NVIDIA Earth-2 Open Models Deployed Across Europe for Weather and Climate Prediction
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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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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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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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NVIDIA Launches New Tools for Training, Evaluating, and Deploying World Models on Its Cosmos Platform
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Crypto traders value Indian telecom company Reliance Jio's IPO at approximately $110 billion.
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NVIDIA Drives European Retail Transformation: Shopify Cuts AI Inference Costs by 90%, L'Oréal Accelerates Ingredient Discovery
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NVIDIA's DSX platform is being used by companies worldwide to address power bottlenecks, involving over $300 billion in equipment backlogs and 200 gigawatts of projects awaiting.
Markets Today
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