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Macro
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Goldman Sachs: AI Investment's Crowding-Out Effect on Other Investments Is Limited; US AI Investment Expected to Reach Nearly $600 Billion by 2026
Goldman Sachs analysis indicates that while US AI investment is projected to reach nearly $600 billion by 2026, its crowding-out effect on other investments will be limited, with an estimated incremen
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Citibank and JPMorgan Chase will co-finance a US$4.61 billion natural gas power generation project in the United States with Japan
Citibank and JPMorgan Chase will jointly provide $4.61 billion in financing with Japan for natural gas power generation projects in Pennsylvania and Texas. This marks the first time US banks have part
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Elon Musk retweeted that Cursor has officially joined SpaceX.
Elon Musk retweeted @mntruell's post, which announced that Cursor has officially joined SpaceX, expressing excitement to be part of this special company and a great honor to collaborate with the Space
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U.S. Senator Warren questioned Treasury Secretary Besant, demanding disclosure of the scale and legal basis of the U.S. intervention in the Japanese yen on July 31.
U.S. Senator Elizabeth Warren sent a letter to Treasury Secretary Bessent on August 13, requesting an explanation of the specific scale, legal basis, and estimated cost to U.S. taxpayers of the U.S. g
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Investors are flocking back to U.S. stocks, and bullish sentiment has returned to Wall Street.
A strong earnings season and falling inflation have driven the market's rebound from July's chip stock slump.
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Walmart is expected to report in-line Q2 results, with investor focus on H2 guidance and tariff refund reinvestment plans, according to Jefferies
Jefferies analysts anticipate Walmart's Q2 comparable sales growth of 3.6% and EPS of $0.74, broadly in line with consensus. The firm notes that management emphasizes a consistent strategy of price le
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Adobe Analytics: In June, 41% of U.S. consumers used generative AI for online shopping, with AI-driven visitors showing a 41% higher revenue conversion rate.
Reuters reported on August 7 that Adobe Analytics data showed 41% of U.S. consumers used generative AI for online shopping in June. Visitors driven by AI services generated 41% more revenue per visit
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Donald Trump's son-in-law Kushner to visit Israel, Egypt next week after Netanyahu rejected Gaza peace plan
Jared Kushner, Donald Trump's son-in-law and aide, plans to visit Israel and Egypt next week to support a US-backed peace plan aimed at permanently ending Israel's war in Gaza. The visit comes as Isra
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AlphaSimplex Group Chief Research Strategist Kaminski Says Bond Markets Have Been Hard to Trade From a Trend Perspective
AlphaSimplex Group Chief Research Strategist Kaminski Says Bond Markets Have Been Hard to Trade From a Trend Perspective
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S&P 500 and Russell 2000 indices hit all-time highs, Nasdaq index broke through recent resistance
The S&P 500 and small-cap Russell 2000 indices both reached new highs, while the Nasdaq index broke through recent resistance, all under the continued digestion of recent strong gains.
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Musk stated that SpaceX expects to reach $1 trillion in revenue by 2030, one year ahead of its previous target.
SpaceX CEO Elon Musk stated during the Q2 earnings call that the company expects to achieve $1 trillion in revenue by 2030, one year ahead of its previously set target of 2031. Analysis indicates that
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First Trust RBA American Industrial Renaissance® ETF (AIRR) Faces September Rebalance Challenge, May Shed Data Center Construction-Related Winners
The ETF has approximately $10 billion in assets under management, primarily investing in companies that provide electrical and mechanical services for data center construction in the US, making it a d
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Turkey's Ministry of National Defense disclosed details of the joint defense agreement between Turkey, Pakistan, and Saudi Arabia, stipulating that an armed attack on any member state will be considered an attack on all member states.
The protocol was signed about a week ago, and Turkey's Ministry of National Defense announced more details this Thursday, including plans for joint military exercises and deepening defense industry co
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Heartflow (HTFL) stock surged after Q2 sales hit $64.1 million (+48% YoY), beating estimates, and the company issued "outsized" guidance.
Heartflow (HTFL) stock surged after Q2 sales hit $64.1 million (+48% YoY), beating estimates, and the company issued "outsized" guidance.
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Polen Capital Management added to its NVIDIA (NVDA) position in Q2 2026, citing compressed valuation and continued AI infrastructure dominance.
Polen Capital Management added to its NVIDIA (NVDA) position in Q2 2026, citing compressed valuation and continued AI infrastructure dominance. The firm believes NVIDIA remains the dominant provider o
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Polen Capital initiates position in Taiwan Semiconductor (TSM), citing its role as a dominant pure semiconductor foundry benefiting from the AI cycle
In its Q2 2026 investor letter, Polen Focus Growth Strategy stated that Taiwan Semiconductor Manufacturing Company (TSM) is the dominant pure semiconductor foundry globally, benefiting from the curren
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Polen Capital Q2 Report: Polen Focus Growth Fund Buys GE Vernova (GEV) on AI Infrastructure and Power Demand Growth
Polen Capital Management Llc disclosed in its Q2 2026 investor letter that the Polen Focus Growth fund initiated a new position in GE Vernova (GEV) during the new quarter. The fund believes that GE Ve
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Polen Capital initiated a new position in GE Aerospace (GE) in Q2 2026, viewing it as one of the highest-quality industrial businesses globally
In its Q2 2026 investor letter, Polen Capital Management's Polen Focus Growth Strategy highlighted GE Aerospace (GE), stating it initiated a new position. The firm views GE Aerospace as a high-quality
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US August Michigan Consumer Sentiment Index preliminary value fell to 51, the first decline in three months, lower than the expected 55; one-year inflation expectation rose to 4.3%.
The preliminary report released by the University of Michigan on Friday showed that the US consumer confidence index's preliminary reading for August fell to 51 from 55.2 in July, lower than the 55 ex
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Elon Musk Discloses Nearly 50% Stake in SpaceX Worth Over $900 Billion
Elon Musk disclosed his nearly 50% stake in SpaceX, valued at over $900 billion, in a filing with the Securities and Exchange Commission late Thursday.
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Aoris International Fund highlights Microsoft (MSFT) AI strategy, citing its strong position as the second-largest cloud provider and primary infrastructure provider for OpenAI.
In its Q2 2026 investor letter, Aoris International Fund stated that AI presents a significant opportunity for Microsoft, which the company is pursuing with urgency. The fund noted that only about a t
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Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment
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Dow Jones Industrial Average falls after weaker-than-expected retail sales, while Applied Materials dives on earnings
The Dow Jones Industrial Average fell less than 0.1% on Friday, as Wall Street digested weaker-than-expected retail sales data. Meanwhile, Applied Materials (AMAT) was a big mover following its earnin
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Polen Capital Management disclosed in its Q2 2026 investor letter that it had initiated a new position in EMCOR Group (EME).
Polen Capital Management, in its Q2 2026 investor letter for the "Polen Focus Growth Strategy," stated that EMCOR Group, the largest mechanical, electrical, and plumbing specialty contractor in the Un
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INTERPOL cybercrime crackdown recovers over $105 million, arrests 1,462 people
According to The Defiant, Interpol's cybercrime crackdown recovered over $105 million and led to the arrest of 1,462 individuals. Among these, Angolan authorities seized over 2,000 crypto mining devic
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White House: U.S. President signed two congressional bills, H.R. 952 and H.R. 7022, on October 22.
The White House announced that the U.S. President signed two congressional bills on Thursday, October 22, 2026. These include H.R. 952, the "Reversionary Interest Transfer Act," which directs the Depa
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IEA Executive Director Birol warns that energy is becoming a geopolitical weapon.
Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA), warned that energy is increasingly becoming a geopolitical weapon. He told Al Jazeera that Europe faces the risk of higher
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Senior Iranian lawmakers call for the use of nuclear weapons if the US attacks again.
According to Al Jazeera, Mohammad-Saleh Jokar, head of the Iranian Parliament's Internal Affairs Committee, called on authorities to allow the use of deterrent weapons, including nuclear weapons, if t
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Jane Street and Hudson River Trading (HRT) are spending billions to gain an edge in the AI era, with firms building their own data centers.
Jane Street and Hudson River Trading (HRT) are spending billions to gain an edge in the AI era, with firms building their own data centers.
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White House: U.S. President Donald Trump authorized the expansion of domestic oil production, refining, and logistics capabilities under the Defense Production Act.
The White House announced that U.S. President Donald Trump has made a presidential determination under Section 303 of the Defense Production Act, authorizing actions to expand domestic oil production,
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Trump warns of further strikes on Iran, stating the US has “knocked the hell out of them”
Former US President Donald Trump, responding to reporters outside the White House, hinted at imminently striking Iran again, stating, “We’ve knocked the hell out of them, and we may do it a little bit
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Coinbase CEO Brian Armstrong: We are building Coinbase into the most AI-native financial account, supporting connections to third-party agents like ChatGPT and Grok for trading and management.
Coinbase CEO Brian Armstrong tweeted that in the future, users may no longer need to manually operate financial applications. Instead, they will interact through AI agents, which will prompt for appro
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Yemen Army Releases Video of Drone Strikes on Houthi Fighters in North and South
The video, posted by Yemen’s military, shows drone strikes targeting Houthi barracks and combat vehicles in the al-Jawf region in northern Yemen, with footage also documenting strikes on Houthi positi
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Meta discloses new equity plan to ensure Zuckerberg remains after California's billionaire tax passes
Meta Platforms Inc. disclosed in a filing that it has established a new stock plan to help offset potentially higher tax burdens from California's Proposition 40 billionaire tax and ensure its founder
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Daniel Nowlan of National Bank Financial Markets stated that Canada will struggle to produce another Shopify-like stock market success story due to a drying up of listings and a trend of delistings.
Daniel Nowlan of National Bank Financial Markets stated that Canada will struggle to produce another Shopify-like stock market success story due to a drying up of listings and a trend of delistings.
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Trump warns of further strikes against Iran, says US has "hit Iran very hard"
President Trump stated that the United States has "hit Iran very hard" and "may take some further action."
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American Airlines warns airfares won't return to pre-Iran war levels, with further rises expected next year
American Airlines warns airfares won't return to pre-Iran war levels, with further rises expected next year
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US Fed Balance Sheet as of October 22, 2026: $6.75 trillion, prior $6.76 trillion.
US Fed Balance Sheet as of October 22, 2026: $6.75 trillion, prior $6.76 trillion.
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U.S. tech stocks fell on Thursday due to concerns over AI investment returns, with Meta's stock price dropping and Treasury yields falling below 5%.
U.S. tech stocks fell on Thursday due to concerns over AI investment returns, with Meta's stock price dropping and Treasury yields falling below 5%.
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OpenAI is nearing completion of a funding round led by UAE investors, valuing the company at $1.25 trillion, with a fundraising target of up to $30 billion.
OpenAI is reportedly nearing the completion of a new funding round, which would value the company at up to $1.25 trillion and raise as much as $30 billion, led by UAE investors and Coatue, CNBC report
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Yemen's government praises EU Parliament's call to designate Houthis as terrorist organization
Yemen's Foreign Ministry welcomed the European Parliament's resolution to list the Houthis, including its political and military wings, on the EU's list of terrorist organizations. The ministry stated
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Al Jazeera Analysis: Donald Trump's shifting stances on core issues such as the Epstein case, the Iran war, and "draining the swamp" are impacting the Republican Party's midterm election prospects.
Al Jazeera analysis indicates that U.S. President Donald Trump's shift in stance on core campaign promises such as the Epstein case, the Iran war, and "draining the swamp" during the latter half of hi
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China aims for solar thermal power capacity equivalent to 15 nuclear reactors by 2030, pushing widespread adoption
China aims for solar thermal power capacity equivalent to 15 nuclear reactors by 2030, pushing widespread adoption
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Blockchain Association Urges Congress to Pass Bipartisan Crypto Tax Legislation, Proposing Key Reforms Amid Clarity Act Stalls
The Blockchain Association sent a letter to Senate and House leadership on Thursday, urging the passage of bipartisan digital asset tax legislation. The group proposed several key reforms, including a
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Nikhil Rathi, CEO of the UK's Financial Conduct Authority (FCA): The UK financial services sector is a global leader, actively embracing new technologies such as AI and tokenization.
Nikhil Rathi, CEO of the UK's Financial Conduct Authority (FCA), stated at the City of London's annual dinner that the UK financial services sector leads globally, being the world's largest center for
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Chile's Finance Minister stated that the country's copper production could decline by 8-9% this year, affected by storms, accidents, and aging mines.
Chile's Finance Minister stated that the country's copper production could decline by 8-9% this year, affected by storms, accidents, and aging mines.
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Analyst: Iran has shifted to an "asymmetric" offensive military doctrine aimed at rapidly escalating the cost of war for the U.S. to an "unbearable" level.
Al Jazeera cited Trita Parsi, Executive Vice President of the Quincy Institute, who analyzed that Iran has shifted its military doctrine from defensive to "asymmetric" offensive, meaning it will infli
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U.S. Central Command: Naval blockade against Iran has lasted 100 days, preventing at least $25 billion in crude oil exports
U.S. Central Command (CENTCOM) announced that the "Iron Wall" naval blockade against Iran has been in effect for 100 days. CENTCOM stated that the operation has prevented Iran from exporting at least
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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 stocks struggle as Hang Seng Index dives amid AI and geopolitical concerns
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Meta's Q3 revenue and Q4 guidance both exceeded expectations, with the company raising its AI capital expenditure and proposing to issue new non-voting shares, leading to a 6% surge in after-hours trading.
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Blackstone Executives Say Concerns About AI Infrastructure Debt Are Overblown
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Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
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Government websites in multiple countries are offline due to a critical vulnerability in the PHP programming language, with the U.S. National Security Agency issuing a warning.
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CICC: Suggest increasing gold allocation to hedge AI asset risks, dollar depreciation trade is an effective strategy
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Australian superannuation fund UniSuper is avoiding direct investments in data centers, believing the biggest winners from the AI boom will be technology application companies rather than infrastructure builders.
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Coinbase status page shows send/receive delays on the TON network.
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AI Model Discovers Critical PHP Vulnerability, Taking Government and Corporate Websites Offline Globally
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U.S. stocks closed higher on Wednesday, with AI-related company earnings boosting market confidence, and the Nasdaq Composite rising 1.1%.
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