Macro
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Analysis points to three major "danger signals" in the US stock market, including the S&P 500 P/E ratio exceeding 30x, and margin debt surging 50% to $1.5 trillion.
An analysis article by Moneywise and Yahoo Finance points out that the U.S. stock market currently has three "red flags," and investors should prepare for a potential market crash. As of August 2026,
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Ukraine's Patriot missile systems are running empty, leaving Kyiv vulnerable to Russia's winter campaign
Ukraine's Patriot missile systems are running empty, leaving Kyiv vulnerable to Russia's winter campaign
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Super Micro Computer (SMCI) forecasts fiscal 2027 revenue of $65 billion to $72 billion, significantly above analysts' $52.5 billion estimate, sending shares up ~7% after-hours.
Super Micro Computer's updated outlook dramatically raises the stakes for the AI trade. The company's fiscal fourth-quarter revenue nearly doubled to $11.12 billion but fell short of Wall Street's $11
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CNBC Reporter Comparison Test: Rivian Autonomy+ Excels on Highways, but Non-Highway Driving Still Lags Tesla FSD
A CNBC reporter compared Rivian Autonomy+ and Tesla FSD (Supervised) v14's "hands-free" driving systems. The test results showed that Rivian Autonomy+ has surpassed traditional competitors like GM's S
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Ethereum advocate Raman warns Wall Street's obsession with private blockchains is "a race to the bottom"
Vivek Raman, co-founder and CEO of Etherealize, stated that Wall Street's obsession with private, centralized, permissioned blockchains is creating "a race to the bottom." He believes these networks e
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BlackRock's Rick Rieder: US CPI Data Led to "Collective Industrywide Sigh of Relief" But "We're Not at Target Yet"
BlackRock's Rick Rieder: US CPI Data Led to "Collective Industrywide Sigh of Relief" But "We're Not at Target Yet"
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Google's Decade-Long Internal AI Struggle Is Taking Its Toll
The decade-long internal AI strategy struggle at Google, particularly the role of DeepMind (acquired by Google in 2014) as both a cornerstone of its AI strategy and a source of long-standing organizat
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Galaxy lowers CLARITY Act odds to 10%, citing unresolved ethics, stablecoin yield, developer protection issues, and a narrow Senate window
Galaxy lowers CLARITY Act odds to 10%, citing unresolved ethics, stablecoin yield, developer protection issues, and a narrow Senate window
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Israeli Strike Kills Seven in South Lebanon, Deadliest Since June Agreements Significantly Reduced Hostilities
An Israeli air strike killed seven people and wounded three in southern Lebanon early on Saturday, according to state media, as Israel intensified attacks across several towns and villages overnight.
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Israeli forces stormed a wedding hall in al-Eizariya town in the occupied West Bank and assaulted Palestinian attendees
Israeli forces stormed a wedding hall in al-Eizariya town in the occupied West Bank and assaulted Palestinian attendees
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Gaza Farmers Rebuild with Small-Scale Projects as Over 87% of Agricultural Land Destroyed
Despite more than 87% of Gaza's agricultural land being destroyed and annual production plummeting from 524,000 tonnes to 20,000 tonnes, farmers are turning to greenhouses and rented plots to restart
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Morgan Stanley: NVIDIA is transforming into an AI infrastructure "financial partner," new revenue-sharing model could bring $500 billion annual revenue pool, FY28 EBIT expected to increase by 60%
Morgan Stanley analyst Joseph Moore likened NVIDIA's model of providing credit endorsements to emerging AI cloud service providers (neoclouds) in exchange for a share of cloud revenue to "financial in
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India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
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A 7.7-magnitude earthquake struck eastern Indonesia
The powerful quake damaged buildings and sent residents to higher ground.
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Director of National Intelligence Clayton: A certain project is crucial for ensuring White House security and intelligence information management.
Director of National Intelligence Jay Clayton stated that the project is crucial for ensuring the White House serves as a secure meeting place for the President and senior government officials. It wil
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Singapore Stocks Outperform World Over Past Month, Driven by 'Goldilocks' Economy, High Yields, and Resilient Balance Sheets
Singapore Stocks Outperform World Over Past Month, Driven by 'Goldilocks' Economy, High Yields, and Resilient Balance Sheets
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Donald Trump is expected to attend a meeting with cryptocurrency CEOs at the White House this Wednesday, sources say
U.S. President Donald Trump is expected to attend a meeting at the White House this Wednesday that will bring together CEOs of cryptocurrency, prediction market, and artificial intelligence companies,
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NVIDIA Scales Back NVIDIA Data Center $250 Billion Guarantee Plan to Less Than $120 Billion
The move is designed to address investor concerns about the chipmaker's exposure.
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Mexico is building a land-based trade corridor designed to offer shipping companies an alternative when traditional waterways are blocked.
Mexico is building a land-based trade corridor designed to offer shipping companies an alternative when traditional waterways are blocked.
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Yemen's government says Houthi rebels attacked the Red Sea port city of al-Makha, killing at least four people.
Yemen's internationally recognized government said the Houthi movement fired six ballistic missiles on Friday at the Red Sea port city of al-Makha, killing at least four civilians and burning several
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AI giant Anthropic's Q2 revenue surged to over $11.5 billion, a year-over-year increase of more than 14 times, and achieved profitability.
Anthropic PBC disclosed to potential investors that its preliminary revenue for the second quarter exceeded $11.5 billion, a more than 14-fold increase from $787 million in the same period of 2025, an
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Federal Reserve's Goolsbee: Recent inflation data is encouraging, but I want to see more sustained evidence of cooling to confirm inflation is steadily returning to the 2% target.
Chicago Federal Reserve President Austan Goolsbee said on Friday that the Consumer Price Index (CPI) readings this summer have made him optimistic, showing that a series of price disturbances, such as
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Former Boston Fed Pres. Rosengren: Higher oil prices weigh on retail sales, while AI and tech investment drive spending
Former Boston Fed Pres. Rosengren: Higher oil prices weigh on retail sales, while AI and tech investment drive spending
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NVIDIA disclosed holding a $21 billion stake in SpaceX as of the end of Q2, and stated that SpaceX will exclusively use NVIDIA AI chips.
NVIDIA's stake in Elon Musk's space exploration company SpaceX was valued at approximately $21 billion at the end of the second quarter, according to a filing submitted to the U.S. Securities and Exch
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Rising US Treasury Yields Threaten to Undermine Asia's AI-Driven Stock Rally
The rapid climb in US Treasury yields is emerging as a significant risk to the AI-driven stock rally across Asia, highlighting technology firms' vulnerability to elevated borrowing costs.
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Moody's raises South Korea's 2026 growth forecast to 3.5% from 2.5%, betting on AI-driven memory chip boom extending into mid-2027
Moody's raises South Korea's 2026 growth forecast to 3.5% from 2.5%, betting on AI-driven memory chip boom extending into mid-2027
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South Korea's Industry Ministry Denies Semiconductors Are First Project for US Investment Commitments
The ministry on Tuesday denied a local newspaper report that Seoul had initially considered semiconductors as the first strategic investment project in the US under its investment commitments.
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Vietnam plans to upgrade Bac Ninh province, home to Samsung's manufacturing hub, and Quang Ninh province, home to Ha Long Bay, into centrally-governed cities.
The move aims to turn the two major foreign direct investment (FDI) destinations into new growth poles to promote investment and industrial development. Bac Ninh province is Vietnam's largest exporter
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India's National Stock Exchange (NSE) is reportedly seeking a valuation of up to $55 billion, potentially setting a new IPO record in India.
India's National Stock Exchange (NSE), the world's largest derivatives exchange operator by trading volume, is planning to seek a valuation of up to 5.26 trillion rupees (approximately $55 billion) in
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Bond Rout Sends Long-Term Borrowing Costs to Highest in Decades Amid Investor Angst Over Inflation and AI Debt
Bond Rout Sends Long-Term Borrowing Costs to Highest in Decades Amid Investor Angst Over Inflation and AI Debt
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Global Private Equity Firms Make Zero New Deals in China Amid Tightened Scrutiny
Global private equity firms have made no new equity investments in China, as Beijing tightens scrutiny of foreign capital in sensitive sectors.
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Japan's Five-Year Bond Sale Sees Strongest Demand Since June 2025, With Bid-to-Cover Ratio at 4.15
Japan's five-year government bond auction on Tuesday saw the strongest demand since June 2025, as elevated yields underpinned buying. The bid-to-cover ratio rose to 4.15 from 3.43 at the previous sale
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BHP CEO Brandon Craig says China's iron ore demand remains steady, supported by manufacturing activity
Craig also noted that stronger Indian demand for metallurgical coal should support the market.
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China unveils its 15th five-year oil and gas plan, targeting domestic production of 440 million tonnes of oil equivalent by 2030, a 5% increase over its 2025 output.
China unveils its 15th five-year oil and gas plan, targeting domestic production of 440 million tonnes of oil equivalent by 2030, a 5% increase over its 2025 output.
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Geopolitical crises are reshaping the global energy landscape, with the United States, Norway, and Canada vying to increase investment in fossil fuels, as energy security takes precedence over climate goals.
Global major oil-producing nations are re-evaluating their energy transition strategies, influenced by geopolitical tensions in areas such as the Strait of Hormuz. US shale oil producers have signific
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Goldman Sachs: Hedge Funds Net Bought US Stocks for Five Consecutive Days Last Week, Marking the Second Fastest Buying Spree This Year, Driven by a Short Squeeze in the Tech Sector
According to the latest weekly report from Goldman Sachs Prime Brokerage, hedge funds net bought US equities every trading day last week, with the buying pace reaching the second fastest level in the
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KT, SK Telecom, and AI startup Upstage advance to next stage in South Korea's government-backed free AI service development project
The Ministry of Science and ICT announced Tuesday that the three companies were selected from a group of four finalists. Upstage is known for developing its own foundation model called Solar.
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Indian IPOs see strong investor demand, with 8 of past 10 oversubscribed, even as Nifty 50 loses momentum
Indian IPOs see strong investor demand, with 8 of past 10 oversubscribed, even as Nifty 50 loses momentum
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Google plans to stop making Pixel products in China by 2027
The US tech giant has informed suppliers of its intention to produce all Pixel smartphones, smartwatches, and wireless earbuds outside of China, starting next year. This move is driven by ongoing Wash
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European Central Bank (ECB) researchers warn: Even if AI succeeds, US tech stocks could still face a correction, posing a financial stability threat to the eurozone
European Central Bank (ECB) researchers Malin Andersson and Stefano Corradin, among others, published an article on the ECB's official blog on Monday, stating that as AI widely penetrates the economy,
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Goldman Sachs analyst Ankush Gupta: Gold's "short squeeze" enters its second phase, with macro and technical factors resonating to support upward price movement, $4,500 becoming a key resistance.
Goldman Sachs analyst Ankush Gupta noted that the gold market's "short squeeze" is evolving into a more sustainable upward structure, with macro signals and technical factors resonating in sync, provi
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Yardeni Research warns: As U.S. Treasury yields approach 5%, bond vigilantes are stirring.
Investors have shown signs of unease regarding growing government debt, but there is no reason to panic about the U.S. bond market yet, according to Yardeni Research.
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US Q2 13F Holdings Report: NVIDIA Sees Net Reduction, Broadcom's Reduction Signal More Pronounced
The Q2 13F holdings reports in the US reveal a subtle negative shift in the overall sentiment towards NVIDIA, with D1 Capital, Discovery Capital, and Third Point all liquidating their positions. The d
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Russia warns UK that its supply of drones to Ukraine for attacks on targets within Russia is a "deliberate escalation" and will face consequences.
The Russian Embassy in the UK stated that Britain's actions made it "an accomplice and co-perpetrator of bloody crimes and terrorist attacks," adding that London's actions would "inevitably lead to co
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Anthropic and OpenAI are accelerating their deployment in vertical applications, which may tighten API access and cause concern among customers. Some enterprises have already begun training their own models.
According to The Information on August 17, Anthropic and OpenAI, while accelerating their deployment of vertical industry applications, may tighten their API access, which creates direct competition w
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M&G Investments is bullish on South Korean government bonds, believing the market has overestimated the Bank of Korea's interest rate hike expectations.
M&G Investments is bullish on South Korean government bonds, believing the market has overestimated the Bank of Korea's interest rate hike expectations.
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Nikkei Asia: Japan PM Takaichi's food tax cut plan may leave budget relying on inflation
Nikkei Asia comments that Japanese Prime Minister Sanae Takaichi's long-hoped-for consumption tax cut on food, while fulfilling a campaign pledge, is seen by many economists as a poor inflation respon
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Wallstreetcn Analysis: Besides explicit factors, the strengthening dollar is also due to a structural evolution in the global dollar liquidity mechanism, with the private sector replacing official institutions as the core support.
Wallstreetcn.com analysis points out that in addition to explicit factors such as the recovery of the US economy and geopolitical conflicts pushing up inflation, the strengthening of the US dollar is
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Macro
24H Trending
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Bank of America Projects Micron's Earnings to Grow 34% Annually Through Fiscal 2030, Driven by AI Memory Demand
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FINNY AI Launches "Pay-for-Growth" Pricing Model, $50 Monthly Platform Fee Plus Percentage of Client Assets; LPL Financial Adds It to Preferred Vendor List
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Sri Lanka SEC Chairman: Government "Seriously Working" on Listing State Firms via Holding Company on Colombo Bourse
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Switzerland's Ascend Sport Technology is reportedly considering going public through a reverse merger, with a valuation of up to $740 million.
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The Wall Street Journal: LVMH Valuation Now Slightly Below Ralph Lauren, European Luxury Brands May Need to Cut Prices to Win Back Consumers
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ADAO Coin Polysemic Analysis: An Overview of ADADao, AlgoDAO, and Cardano Service-Oriented DAO Projects
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According to Curinos data, the average variable interest rate for U.S. HELOCs fell to 7.16%, a new low for 2026, while the average interest rate for fixed-rate home equity loans was 7.35%, with a difference of 19 basis points between the two.
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Laramide Resources secures uranium exploration licenses in Sweden, capitalizing on recent legislative changes allowing uranium mining
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Bybit Launches PYBOBO Token Splash Event With a 200 Million PYBOBO Prize Pool
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US stock futures waver ahead of retail earnings; Dow slips 0.1%, Nasdaq rises 0.4%, S&P 500 flat
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