Macro
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KeyBanc analyst expects SpaceX to seek ~$325 billion in additional capital over next 18-24 months for AI capacity buildout
KeyBanc analyst Michael Leshock stated in a new note that SpaceX is poised to face significant capital expenditures and large capital raises in the coming months. Leshock projects the company will nee
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Wells Fargo Investment Institute reverses forecast, now expects the Fed to hike rates by 25 bps in 2026 and another 25 bps in 2027, taking the federal funds rate to 4.00%–4.25%.
Wells Fargo Investment Institute reverses forecast, now expects the Fed to hike rates by 25 bps in 2026 and another 25 bps in 2027, taking the federal funds rate to 4.00%–4.25%.
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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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Iran's top security official: The Houthis are responsible for decisions regarding the Bab el-Mandeb Strait, while Tehran is only responsible for the Strait of Hormuz.
Mohsen Rezaei, Secretary of Iran's Supreme National Security Council, stated that while Tehran supports the Houthi-led "resistance," Iran is only responsible for decisions regarding the Strait of Horm
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Iran announces new "offensive" military doctrine, threatening to invade neighboring countries and strike U.S. military bases if attacked; U.S. orders partial evacuation of diplomatic staff from Saudi Arabia.
Iran's Islamic Revolutionary Guard Corps (IRGC) announced a new "offensive" defense doctrine on Wednesday, stating that Tehran would invade neighboring countries and strike U.S. military bases if the
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Iran states that the situation in the Strait of Hormuz is escalating, with the Revolutionary Guard commander declaring they are "more prepared than ever" to confront any escalation.
Al Jazeera live updates indicate an escalating situation in the Strait of Hormuz, with an increasing number of vessels and oil tankers being attacked. Iran states it will continue its actions, as it w
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US initial jobless claims for the week of October 17 were 194,000, compared to the previous figure of 199,000.
US initial jobless claims for the week of October 17 were 194,000, compared to the previous figure of 199,000.
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The Houthi group claimed attacks on the Saudi Ministry of Defense in Riyadh, Saudi Aramco facilities in Yanbu, and Abha and Dammam airports within the past 48 hours, with the Dammam airport attack resulting in two deaths.
The Houthi group claimed attacks on the Saudi Ministry of Defense in Riyadh, Saudi Aramco facilities in Yanbu, and Abha and Dammam airports within the past 48 hours, with the Dammam airport attack res
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ACEA: Chinese Automakers Contributed Nearly 70% of EU Car Market's Net Growth in First Three Quarters, BYD Overtakes SAIC
According to data released by the European Automobile Manufacturers' Association (ACEA) on October 22, in the first three quarters of this year, four Chinese automakers—BYD, SAIC, Chery, and Leapmotor
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Former Editor-in-Chief of The Jerusalem Post: Israeli Left Frustrated by Series of Events, Two-State Solution Hopes Dashed
Former Jerusalem Post editor-in-chief Avi Mayer stated that the Netanyahu government is the most right-wing and religious government in Israel's history. He noted that a series of experiences, from th
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American Express and Airbnb partner, with over a million listings available for booking and earning points.
American Express has partnered with Airbnb to integrate over one million Airbnb listings into the Amex Travel platform, allowing cardmembers to earn Membership Rewards points on bookings, CNBC reporte
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Alternative Credit Council: Market Concerns About Private Credit Disconnected From Reality
The Alternative Credit Council released a report stating that market concerns about private credit have become disconnected from the industry's overall reality. The council noted that the industry's a
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SoFi Launches Tokenized Deposit SoFi Earn (SOFIE) with 4.4% APY and FDIC Insurance
SoFi Launches Tokenized Deposit SoFi Earn (SOFIE) with 4.4% APY and FDIC Insurance
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California Billionaire Wealth Tax Proposal Vote Nears, Polls Show Tight Race
California's Proposition 40, which proposes a one-time 5% wealth tax on residents with net assets exceeding $1 billion, will be put to a vote on November 3. The latest polls show 45% support and 42% o
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HKMA Chief Executive Eddie Yue calls for financial innovation to address "pain points" in the real economy.
Eddie Yue, Chief Executive of the Hong Kong Monetary Authority (HKMA), stated at the Asia-Pacific Financial Forum on Thursday that Hong Kong's financial system should enhance innovation to address the
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AmCham China President Urges More Working-Level Dialogues for US-China Ties, Citing Need for Long-Term Stability
Michael Hart, president of the American Chamber of Commerce in China (AmCham China), has urged Beijing and Washington to push more negotiations down to working-level officials. Hart stated that busine
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Israeli attacks kill two more Palestinians in Gaza, bringing total death toll to four since dawn
According to sources, one person was killed and several injured in a drone strike targeting a group in western Khan Younis. Separately, a 17-year-old girl was killed by Israeli gunfire to the head in
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Libya's eastern parliament ratifies 2019 maritime deal with Turkiye,Egypt, EU, Israel, and Greece condemn the move
Libya's eastern-based parliament, the House of Representatives in Tobruk, unanimously approved a 2019 maritime deal with Turkiye on Tuesday. The agreement, which delimits maritime boundaries in the ea
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CNBC Survey: Donald Trump's Economic Approval Rating Hits Record Low, 80% of Americans Rate Economy as "Fair or Poor"
According to the latest CNBC All-America Economic Survey, U.S. President Donald Trump's economic approval rating has fallen to a historic low as the midterm elections approach. The survey found that 8
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Group of Palestinians targeted in Israeli drone strike south of Gaza City, with casualties reported in al-Zaytoon neighbourhood
Group of Palestinians targeted in Israeli drone strike south of Gaza City, with casualties reported in al-Zaytoon neighbourhood
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The U.S. Department of Agriculture confirmed the first new world screwworm case in U.S. wildlife in a Texas elk.
The U.S. Department of Agriculture confirmed the first new world screwworm case in U.S. wildlife in a Texas elk.
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"Higher for longer" oil prices becoming the new normal? Traders are betting on sustained high oil prices next year, with crude futures for 2027 already surpassing $97/barrel.
Expectations for a decline in oil prices next year are rapidly cooling in the global crude market, with traders now betting on prolonged high prices. Since early September, crude futures for January 2
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An Israeli airstrike on a car in the Tel al-Hawa neighborhood, southwest of Gaza City, killed two Palestinians and injured several others.
An Israeli airstrike on a car in the Tel al-Hawa neighborhood, southwest of Gaza City, killed two Palestinians and injured several others.
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Iran's top security official warned: If Iranian economic facilities are attacked, the enemy's "economic infrastructure" will not be safe.
General Mohsen Rezaei, Secretary of Iran's Supreme National Security Council, warned that if Iran's oil facilities, ports, and shipping are considered legitimate targets, then the economic infrastruct
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France's 10-year government bond yield rose to 5.113%, a 24-year high, and exceeded the US Treasury yield for the first time since 2013.
France's 10-year government bond yield surged 11 basis points to 5.113% on Thursday morning, marking a 24-year high and exceeding the yield on comparable US Treasuries for the first time since 2013. F
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Coinbase's Ireland arm fined €3.25 million by Irish Central Bank for safeguarding breaches
The Central Bank of Ireland has fined cryptocurrency platform Coinbase Group’s Irish arm €3.25 million ($3.6 million) after finding weaknesses in its internal processes, which resulted in breaches to
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Blackstone's Q3 profit fell 9.2% as interest rates and inflation curbed deal activity.
Blackstone's Q3 profit fell 9.2% as interest rates and inflation curbed deal activity.
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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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Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
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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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Treasury Secretary Bessent dismisses 'systemic' AI risks
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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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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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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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