Macro
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Analyst Predicts AMD Stock Split Unlikely Despite 180% Surge, Citing Focus on AI Data Center Chip Transitions
Despite Advanced Micro Devices (AMD) shares surging roughly 180% over the past year to above $480, an analyst suggests a stock split is unlikely in the near term. The analysis indicates that a split w
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IRS: Claiming Social Security benefits after age 65 will automatically trigger retroactive Medicare Part A coverage, and if you continue to contribute to an HSA during the same period, you will face a 6% penalty each year.
IRS: Claiming Social Security benefits after age 65 will automatically trigger retroactive Medicare Part A coverage, and if you continue to contribute to an HSA during the same period, you will face a
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Federal Judge Rules Thousands of Lawsuits Against Google for YouTube Addiction and Harm Can Proceed
Google (Alphabet) is facing thousands of lawsuits alleging that its YouTube platform causes addiction and harm to users, especially young users. A federal judge recently ruled that these lawsuits can
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Coca-Cola (KO), a dividend stock long held by Warren Buffett, hit a new all-time high, up 26% year-to-date.
Coca-Cola (KO) stock recently hit an all-time high, with a year-to-date gain of 26%, outperforming the S&P 500's 14% rise over the same period. The company's second-quarter organic revenue grew 6% yea
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AMD reveals $565 million stake in SpaceX, despite Elon Musk's exclusive Nvidia AI chip deal
Advanced Micro Devices (AMD) disclosed a stake of over $565 million in SpaceX, holding approximately 3.3 million shares, as revealed in recent 13F filings following SpaceX's June IPO. This investment
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New Street analyst Pierre Ferragu upgraded Micron to "Buy" with a price target of $1,250.
New Street analyst Pierre Ferragu upgraded Micron (Micron) stock from "Neutral" to "Buy" and significantly raised his price target to $1,250. This new price target represents a 32% upside from Thursda
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Yahoo Finance analysis suggests Broadcom (AVGO) is a better AI investment than Cisco (CSCO) due to higher AI revenue growth and more favorable P/E ratio
The analysis highlights Broadcom's 23x forward P/E ratio against over 200% AI revenue growth, which it deems more reasonable than Cisco's 26x P/E for approximately 15% total growth. Broadcom reported
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AI startup Anthropic reportedly projects $200 billion revenue by 2028 as it plans an October IPO, aiming for a $2 trillion valuation
AI startup Anthropic reportedly projects $200 billion revenue by 2028 as it plans an October IPO, aiming for a $2 trillion valuation
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Japanese companies' short-term corporate debt holdings double in two years to 17-year high amid inflation
Japanese companies' short-term corporate debt holdings double in two years to 17-year high amid inflation
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Russia, the world's second-largest Bitcoin mining power, has enacted a year-round ban on crypto mining in Moscow and surrounding regions until 2032 to mitigate power capacity shortages.
The measure, established under government decree No. 936, also prohibits participation in crypto mining pools. The Russian Energy Ministry stated the restriction is necessary to reduce the risk of pow
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Financial expert Suze Orman warns: AI may force people out of work before age 65, early retirement could mean losing over $12,000 annually.
Financial expert Suze Orman warns: AI may force people into unemployment before age 65, with early retirement potentially costing over $12,000 annually. Orman stated that she has always been concerned
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Elon Musk stated that the artificial intelligence (AI) business is expected to contribute 99% of SpaceX's value within four to five years.
Musk pointed out that SpaceX estimated its AI Total Addressable Market (TAM) at $26.5 trillion in its S-1 filing, representing the vast majority of its identified total opportunity of $28.5 trillion.
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Pentagon tests AI drone swarms under Swarm Forge program; experiments show AI misidentifying civilian vehicles as targets
The autonomous drone-swarm technology allows multiple aircrafts to coordinate and strike targets even when communications or GPS are disrupted. However, experiments in which AI identified civilian veh
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Analyst favors Micron over SpaceX as better buy, citing Micron's 346% growth and lower valuation
An analyst from The Motley Fool compared Micron Technology and Space Exploration Technologies (SpaceX), noting Micron's impressive 346% growth in recent quarters and SpaceX's 92% growth, making them t
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NVIDIA Spectrum-X Ethernet Photonics Platform Enters Full Production, Reduces Network Power by 5x; CoreWeave, Lambda, and Oracle Already Adopting
NVIDIA announced that its Spectrum-X Ethernet photonics platform has entered full production, becoming the first co-packaged optical (CPO) Ethernet switch to ship in volume for 200G/lane. The platform
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Global X Data Center & Digital Infrastructure ETF (DTCR) is up 38% year-to-date, with its top holding Equinix reporting Q2 bookings of $424 million.
The ETF's rise was primarily driven by its main holdings, Equinix and Digital Realty, which together account for 40% of the fund. Equinix CEO Adaire Fox-Martin stated that the company's Q2 2026 guidan
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Analysis: Investors need to put hundreds of thousands of dollars into JPMorgan Chase's monthly dividend ETFs like JEPQ and JEPI to double average Social Security benefits
Analysis indicates that if investors aim to achieve a monthly income equivalent to twice the average U.S. Social Security benefit (approximately $4,142) through monthly dividend ETFs, they would need
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Analysis indicates that TSMC is expected to be the biggest winner in the AI chip boom, with the company's July revenue increasing by 45% year-on-year, and plans to raise AI chip prices by 25% next year.
Yahoo Finance analysis indicates that TSMC (TSM) is performing strongly amidst the AI chip boom and is poised to surpass NVIDIA and AMD as the biggest winner. The company's July revenue increased by 4
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Berkshire Hathaway CEO Greg Abel Authorized $4.2 Billion in Stock Buybacks in Q2, Continuing Warren Buffett's Favorite Strategy
Berkshire Hathaway CEO Greg Abel, who took over from Warren Buffett at the beginning of 2026, authorized $4.2 billion in stock buybacks during the second quarter, following $235 million in Q1. This mo
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Crypto industry raised $11.2 billion in H1 2026, with all funds going to regulated firms, signaling the end of the permissionless era, according to lawyer Irina Heaver.
Crypto industry raised $11.2 billion in H1 2026, with all funds going to regulated firms, signaling the end of the permissionless era, according to lawyer Irina Heaver.
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PNC CIO Agati remains bullish on US stocks, citing strong earnings and fundamentals, despite volatility threats from high Treasury yields and midterm uncertainty
PNC CIO Agati remains bullish on US stocks, citing strong earnings and fundamentals, despite volatility threats from high Treasury yields and midterm uncertainty
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Analysts Predict NVIDIA Stock to Reach $300 by End of 2026 as Company Expects Data Center Capex to Exceed $1 Trillion Next Year
Yahoo Finance analyst Keithen Drury predicts that NVIDIA's stock price could reach $300 by the end of 2026. This forecast is based on NVIDIA's own expectation that hyperscale data center capital expen
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AI Investor Podcast recommends Solaris Energy Infrastructure (SEI), calling it the supplier behind the SpaceX data center boom.
Eric Bleeker of the podcast said he has invested $10,000 in Solaris Energy Infrastructure (NYSE:SEI) to capitalize on SpaceX's spending on data center power construction. Solaris Energy Infrastructure
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Bloomberg Economics Defense Lead Becca Wasser warns US-Iran conflict risks becoming a protracted war
Wasser explains that shifting US objectives and neither side securing a decisive military victory make a lasting resolution difficult. She adds that repeated pauses could allow both sides to adapt and
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New Zealand's cost of living crisis intensifies: Bread prices surge 64% in three years, politicians promise drastic market intervention
New Zealand's cost of living crisis intensifies: Bread prices have surged by 64% in three years, butter by 57%, and electricity by 27%. Faced with soaring prices for everyday goods, New Zealand politi
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National Bank Financial (NBF) Research refutes the "conspiracy theory" that China is hiding its U.S. Treasury holdings through Canadian accounts.
National Bank Financial (NBF) research expresses skepticism regarding the view held by some bond market observers that China holds hundreds of billions of U.S. Treasuries through Canadian accounts to
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White House Council of Economic Advisers Analysis: President Trump's Pro-Growth Policies Are Driving a U.S. Manufacturing Resurgence
The White House Council of Economic Advisers (CEA) released a new analysis stating that President Trump's "America First" agenda is revitalizing American manufacturing, bringing historic investment, r
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Trump Reportedly Urged Musk to Restore Ukraine's Starlink Capabilities
According to the Wall Street Journal, former President Trump reportedly called Elon Musk, urging him to lift restrictions on Ukraine's military-grade Starlink service. The speed cap had previously lim
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Iran claims seven vessels attacked in Strait of Hormuz, warns US that interference would escalate conflict to US military bases.
Iran announced that seven oil tankers in the Strait of Hormuz were hit and damaged since the US and Israel launched hostilities against Iran on February 28, marking the largest single-day loss in the
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US Treasury bonds on track for biggest rally since February, with TLT up 4.5% this month
US Treasury bonds are on track for their best month of the year, with BlackRock's most-traded US Treasury ETF (TLT) up 4.5% since the close of September, surpassing February's 4.24% rally. The 10-year
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UN Secretary-General Guterres calls on all parties to the conflict in Yemen to exercise restraint to end suffering and de-escalate regional tensions.
UN Secretary-General Guterres calls on all parties to the conflict in Yemen to exercise restraint to end suffering and de-escalate regional tensions.
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Gaza breast cancer patients face critical shortages and treatment delays
Breast cancer patients in Gaza are facing severe challenges, including delayed diagnoses, medicine shortages, and limited access to scans and treatment, according to Al Jazeera. The Gaza Ministry of H
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The U.S. Department of Commerce will invest $175 million in Helion, a nuclear fusion startup with ties to the Trump family.
The U.S. Department of Commerce will invest $175 million in Helion, a nuclear fusion startup with ties to the Trump family.
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Yemen Armed Forces claim 780 attacks against Houthis in "Yemen Dawn" offensive
Yemen's military media reported on X that the Yemeni Armed Forces launched 780 targeted attacks against Houthi militants in the past 24 hours as part of the "Yemen Dawn" offensive. The Saudi-backed, i
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IMF: Houthi Attacks Have "Limited" Impact on Saudi Economy, But Kingdom's Economy Expected to Contract by 3.3% This Year
The International Monetary Fund (IMF) stated in its regional report released on Thursday that the Houthi attacks on Saudi Arabia currently have a "limited" impact on the Saudi economy, as Saudi oil sh
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Norway's sovereign wealth fund stated it has reviewed its equity holdings in Turkey due to the country's fund crisis.
Norway's sovereign wealth fund stated it has reviewed its equity holdings in Turkey due to the country's fund crisis.
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Critical vulnerability discovered in PHP programming language, global websites urgently updating, government services in multiple countries affected.
The widely used PHP programming language has been reported to have a "critical vulnerability," leading to emergency website shutdowns and urgent system updates in many parts of the world. The UK gover
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Germany arrests Ukrainian-born Russian spy; Chancellor Merz warns of "sustained high level" of Russian intelligence activity.
German Chancellor Merz stated that Germany is the target of "intensive" espionage activities after a Ukrainian man was arrested on suspicion of spying for Russia. Officials said the suspect, Vadym Y.,
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Qatar PM and US Secretary of State Discuss De-escalation, Iran War
Qatar's Prime Minister and Minister of Foreign Affairs Sheikh Tamim bin Hamad Al Thani discussed diplomatic efforts at de-escalation with US Secretary of State Marco Rubio during a phone call. Sheikh
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Jeff Sherman of DoubleLine Capital stated that he remains bearish on long-term U.S. Treasuries, believing that heavy government borrowing and weak demand will continue to pressure the market.
Jeff Sherman of DoubleLine Capital stated that he remains bearish on long-term U.S. Treasuries, believing that heavy government borrowing and weak demand will continue to pressure the market.
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Lula's campaign team requests Bolsonaro's disqualification, accusing Meta of interfering in Brazil's election
Brazilian President Lula's campaign team has filed a petition with Brazil's Superior Electoral Court, seeking to disqualify his right-wing rival, Flávio Bolsonaro, from the election, citing alleged el
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Valero Executive: Fuel Margins Will Rise Again Despite Washington's Efforts to Curb Oil Prices
A Valero Energy executive said on Thursday that fuel production margins, which have retreated from historical highs, are expected to rise again despite Washington's efforts to curb gasoline and diesel
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Norwegians fall victim to new gold scam, suffer heavy losses after being tricked into leaving gold in public places
Norwegians are falling victim to a new type of gold scam. According to Finans Norge and ABC Nyheter, scammers trick victims into buying gold, promising to store it for them. They then instruct victims
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South Korean fashion platform Musinsa is deepening its partnership with Japan's Zozo and has opened a Zozotown pop-up store at its Seoul location, preparing for its IPO.
South Korean fashion platform Musinsa is deepening its partnership with Japan's Zozo and has opened a Zozotown pop-up store at its Seoul location, preparing for its IPO.
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Markets are no longer fully pricing in a Federal Reserve rate hike by the end of 2026.
Markets are no longer fully pricing in a Federal Reserve rate hike by the end of 2026.
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Iran issues new regulations for USD purchases, imposing limits on individuals.
According to Fars News Agency, Iranian authorities have issued new regulations allowing individuals to purchase up to $10,000 from banks and currency exchange offices, with a daily limit of $1,000. Cu
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Israeli military official: There is no reason to attack Iran before the US midterm elections unless Iran is preparing to launch missiles.
According to Israeli journalist Yossi Yehoshua, senior Israeli military officials stated there is no reason to attack Iran before the U.S. midterm elections unless Iran is detected preparing to launch
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Iran's military warns of "overwhelming response" if attacked again, threatening to strike oil facilities and submarine cables.
Ali Abdollahi, Chief of Staff of the Iranian Armed Forces, stated that Iran would deliver an "overwhelming and decisive" response if attacked again. He posted on X that Iran is prepared to give an "ov
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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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Three companies have notified the U.S. SEC of their plans to launch tokenized stock trading.
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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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Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
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Treasury Secretary Bessent dismisses 'systemic' AI risks
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Robert Sicari, a former Brevan Howard fund manager, has been sued by a quant trader colleague at his new fund, who alleges Sicari withheld millions of dollars in trading profits.
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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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Blackstone Executives Say Concerns About AI Infrastructure Debt Are Overblown
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OpenAI says its AI model found a critical PHP vulnerability, leading to government websites in multiple countries going offline.
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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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Treasuries Slide After Middle East Strife Report Spurs Oil Gains
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