Macro
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Social Security will use 2025 tax return data to determine 2027 Medicare IRMAA surcharges, with premiums announced in November.
Under the two-year lookback rule, the Modified Adjusted Gross Income (MAGI) from the 2025 tax return (Line 11 AGI plus tax-exempt municipal bond interest from Line 2a) will be used to calculate the in
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Evercore ISI strategist Julian Emanuel says S&P 500 could hit 9,000 within 12 months.
Emanuel's forecast implies roughly 16% upside from current levels. He argues traditional bull-market killers — recession, surging long-term yields and extreme investor FOMO — are not yet evident, and
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France's 10-Year Government Bond Yield Hits Highest Since June 2009 at 4.0516%, Up One BP
France's 10-Year Government Bond Yield Hits Highest Since June 2009 at 4.0516%, Up One BP
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Reddit's Q2 Data Licensing Revenue Grew 24% to $43 Million, with Google and OpenAI as Its Two Largest Buyers
Reddit announced Q2 data licensing revenue of $43 million, a 24% year-over-year increase. Google and OpenAI are its two largest data licensing clients, primarily utilizing Reddit's data to train large
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Stripe acquires AI model gateway OpenRouter for over $7 billion
The acquisition of OpenRouter, a startup that helps developers select and switch between AI models, follows its $113 million Series B funding round at a reported $1.3 billion valuation just months ago
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JPMorgan Raises 2026 Year-End Target for Japan's TOPIX Index to 4,600 from 4,400
JPMorgan Raises 2026 Year-End Target for Japan's TOPIX Index to 4,600 from 4,400
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AI dictation startup Wispr raises $280M in Series B funding at a $2B valuation, led by Menlo Ventures
The latest round brings Wispr's total funding to over $361 million. The company plans to use the capital to expand its footprint beyond dictation into new areas, such as meeting note-taking, and to la
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Goldman Sachs warns of a slowdown in US consumer spending growth, projecting real consumer spending growth to ease to 1-1.5% in the second half of the year as the boost from tax refunds diminishes.
Goldman Sachs economist Jan Hatzius noted in a new report that S&P 500 discretionary consumer companies saw sales grow by 5.9% year-over-year in the second quarter, while staple consumer companies gre
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Unitree Robotics, a humanoid robot company, will be listed on the Sci-Tech Innovation Board on August 19, with an issue price of 150.80 yuan per share and a market capitalization of approximately 60.993 billion yuan.
Unitree Robotics has completed its pricing at an issue price of 150.80 yuan per share, corresponding to a total market capitalization of approximately 60.993 billion yuan after issuance. The price-to-
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Elon Musk is SpaceX's largest shareholder with a 48.8% stake; Alphabet, Nvidia, and Peter Thiel also hold significant shares, according to recent filings.
Elon Musk is SpaceX's largest shareholder with a 48.8% stake, controlling approximately 6.42 billion shares of the company. Recent filings also reveal that tech giants Alphabet (Google), Nvidia, and i
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New Era Energy & Digital (NUAI) has been granted a construction permit for a critical data center project in Texas, with a total estimated capacity of 757MW.
New Era Energy & Digital (NASDAQ:NUAI) announced that its critical data center project in Texas has received development structure and driveway entrance permits from Ector County and has submitted a N
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Goldman Sachs: S&P 500 Q2 Revenue (Ex-Energy) Grew 6.4% YoY, a Five-Year High, Led by Tech Giants
Goldman Sachs reports that S&P 500 companies' Q2 revenue (excluding energy) grew 6.4% year-over-year, reaching its fastest pace in five years, with large tech companies being the primary growth driver
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US 30-YEAR TREASURY YIELDS REACH 5.29%, HIGHEST SINCE 2007
US 30-YEAR TREASURY YIELDS REACH 5.29%, HIGHEST SINCE 2007
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HKEX Renews CEO Bonnie Chan's Contract for Three Years, From March 2027 Through February 2030
HKEX Renews CEO Bonnie Chan's Contract for Three Years, From March 2027 Through February 2030
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US Stock Futures Mostly Flat; Tech Shares Gain as Anthropic Revenue Jump Boosts AI Sentiment
US Stock Futures Mostly Flat; Tech Shares Gain as Anthropic Revenue Jump Boosts AI Sentiment
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BNY Investments Newton's Gude Expects Fed to Keep Rates The Same
Ella Gude, BNY Investments Newton Head of Fixed Income & Co-Head of Real Return, outlined her expectations for the Fed’s near-term rate policy on Bloomberg's "Bloomberg Brief" program.
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JPMorgan Chase stopped providing banking services to prediction market platform Polymarket last October due to regulatory concerns.
According to The Wall Street Journal, JPMorgan Chase severed banking services with prediction market platform Polymarket in October last year, citing regulatory concerns. Despite the disruption in ban
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Senior Iranian Official: Iran will not wait indefinitely for the U.S. to continue the naval blockade.
Senior Iranian Official: Iran will not wait indefinitely for the U.S. to continue the naval blockade.
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Senior Iranian official: All Iranian entities prepared to escalate Hormuz Strait tensions if diplomacy fails
Senior Iranian official: All Iranian entities prepared to escalate Hormuz Strait tensions if diplomacy fails
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Senior Iranian Official Tells Reuters: Pressuring US or Relying on Mediators for Lasting Peace Is Not Realistic
Senior Iranian Official Tells Reuters: Pressuring US or Relying on Mediators for Lasting Peace Is Not Realistic
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Bloomberg: Venezuelan Tycoon Alejandro Betancourt Is Helping the Donald Trump Administration Pursue “America First” Oil Deals
Venezuelan magnate Alejandro Betancourt is assisting the Donald Trump administration in advancing "America First" oil deals for favored U.S. companies, according to Bloomberg. The move is part of Wash
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Vanguard taps T. Rowe Price to manage portions of three active equity funds with over $42 billion in combined assets
This marks the first time T. Rowe Price has advised Vanguard. The change also involves Vanguard Explorer fund shifting further towards growth stocks, and expense ratios for Growth and Income and VVIF
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U.S. Navy Awards Raytheon $22.9 Billion Contract to Boost Tomahawk Missile Output
U.S. Navy Awards Raytheon $22.9 Billion Contract to Boost Tomahawk Missile Output
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Micron Technology (MU) stock broke above $1,000 premarket, up 240% year-to-date
Micron Technology's stock price broke through the important psychological barrier of $1,000 in pre-market trading on Monday, reaching or exceeding that price for the first time since July 6. Previousl
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Vietnam and Philippines are moving closer to 'high-income' status, driven by the booming semiconductor industry
Vietnam and Philippines are moving closer to 'high-income' status, driven by the booming semiconductor industry
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US OCC conditionally approves Trump family crypto company World Liberty Financial for trust charter
The US financial regulator gave conditional approval for World Liberty Financial’s charter bid as ten Democrats signed onto a bill to “prevent corruption in banking applications.“
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AI automation startup Relay is shutting down, with its CEO and some staff joining 谷歌's Chrome team
Relay, an AI-powered workflow automation tool, will cease operations next month. Its founder and CEO, Jacob Bank, will rejoin 谷歌 as VP of Product for 谷歌 Chrome, leading its product and developer relat
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The number of negative-beta stocks in the S&P 500 has hit a new record high, indicating higher volatility than the index's performance suggests.
The number of negative-beta stocks in the S&P 500 has hit a new record high, indicating higher volatility than the index's performance suggests.
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Russia's Lavrov says Russia and DPRK are fighting to establish new and righteous world order, according to KCNA.
Russia's Lavrov says Russia and DPRK are fighting to establish new and righteous world order, according to KCNA.
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Analysis suggests that the Iran war, leading to high energy costs, has made the Donald Trump administration more hesitant in implementing comprehensive tariffs.
Peter Harrell, a former senior White House economic official for Biden, discussed how a war with Iran could lead to persistently high energy costs, which in turn would make the Donald Trump administra
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Trump's new 50% import tariffs on Canadian liquor, hockey gear, and wood products could take effect Wednesday
Trump's new 50% import tariffs on Canadian liquor, hockey gear, and wood products could take effect Wednesday
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U.S. stocks fell on Monday, with Dow Jones Industrial Average down 0.51%, S&P 500 down 0.52%, and Nasdaq Composite down 0.32%, as Middle East peace talks impasse weighed on sentiment.
U.S. stocks fell on Monday, with Dow Jones Industrial Average down 0.51%, S&P 500 down 0.52%, and Nasdaq Composite down 0.32%, as Middle East peace talks impasse weighed on sentiment.
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Senator Bernie Sanders proposes bill to prevent Social Security benefits from being garnished for unpaid federal student loans
Senator Bernie Sanders (I-Vermont) announced a new proposal on Monday to introduce the "Stop Social Security Garnishment Act" next month. The bill aims to protect federal student loan borrowers, parti
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Global stock pickers poured money into Japanese equities in H1, with JX Advanced Metals and Sanrio among those seeing inflows, as net inflows into Japanese stocks hit a record pace.
Global stock pickers poured money into Japanese equities in H1, with JX Advanced Metals and Sanrio among those seeing inflows, as net inflows into Japanese stocks hit a record pace.
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OpenAI President confirms 20% month-over-month annualized revenue growth in July, with enterprise customer growth reaching 32%, and that it secretly filed for an IPO in June, with a valuation of $852 billion.
OpenAI co-founder and president Greg Brockman said on Monday that the company's business growth momentum is strong, with annualized revenue increasing by 20% month-over-month in July, and enterprise c
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Baird Strategas' Todd Sohn: Leveraged ETFs Are A New Way To Measure Sentiment
Baird Strategas Chief ETF Strategist Todd Sohn stated that leveraged ETFs serve as a new method to gauge market sentiment. He also discussed the recent surge in thematic ETF filings and the risks asso
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Japanese Listed Companies Raise Full-Year Net Profit Forecast by 14% Through March 2027, Driven by AI and Chip Demand
Japanese Listed Companies Raise Full-Year Net Profit Forecast by 14% Through March 2027, Driven by AI and Chip Demand
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The 30-year U.S. Treasury yield rose above 5.31% on Monday, reaching its highest level since June 2007.
Previously, the U.S. Treasury completed an auction of $25 billion in 30-year bonds at a yield of 5.216%, the highest rate for a similar auction since 2001. Deep-seated market concerns about expanding
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President Trump's approval rating falls to 33%, the lowest of his presidency, according to a Reuters/Ipsos poll
President Trump's approval rating falls to 33%, the lowest of his presidency, according to a Reuters/Ipsos poll. Approximately 64% disapprove of his performance. The poll also indicates that the Iran
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Former US National Security Advisor Michael Allen: Iran believes it has gained "new leverage" in the Middle East after the US and Israeli attacks.
Former US National Security Advisor Michael Allen stated that Iran believes it has "new leverage" in the Middle East following attacks by the United States and Israel, leverage it did not possess befo
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Bloomberg: U.S. Treasuries continue to sell off, derivative arbitrage opportunities emerge
Bloomberg News reported that the ongoing sell-off in the $31 trillion U.S. government bond market is creating opportunities for arbitrage trades that exploit pricing differences between derivatives an
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Paramount seeks $1.88 billion bond from state AGs to cover costs of Warner Bros. Discovery merger delay
Paramount is requesting the bond from states that filed a lawsuit in July to challenge its proposed $110 billion merger with Warner Bros. Discovery (WBD). The company had agreed last month to delay th
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Trump says the U.S. is not seeking an extension of the Iran MOU
Trump says the U.S. is not seeking an extension of the Iran MOU
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Trump says Iran is in big trouble
Trump says Iran is in big trouble
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Trump: We control the Strait of Hormuz
Trump: We control the Strait of Hormuz
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Trump says UK Prime Minister has immigration and energy problems
Trump says UK Prime Minister has immigration and energy problems
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Trump says Iran will not make the deal he deems necessary.
Trump says Iran will not make the deal he deems necessary.
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Japan's immigrant residents only contribute about half of what they should to the national pension program, according to official data.
The lagging participation is attributed to a lack of awareness and language barriers.
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Macro
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WuXi AppTec's stock price surged 100% to an all-time high, as investors bet on its continued core position in the global drug supply chain.
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