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Macro
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Corning CEO: Tariff Immunity Due to 90% U.S. Revenue Base, 1% China-Sourced Sales
Corning CEO Wendell Weeks stated that the company's tariff immunity is due to 90% of its U.S. revenue being generated by U.S.-origin products, with only 1% of U.S. sales sourced from Chinese factories
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Liz Ann Sonders expresses concern over research indicating young investors equate gambling with investing.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, expressed her "deep concern" over research indicating that young investors view gambling as a legitimate path to wealth creation, with l
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Hawaii Electric (HE) Q2 Net Income Reaches $123.2 Million, But Core Net Income Declines Year-Over-Year Due to Non-Cash Maui Wildfire Settlement Adjustment
Hawaiian Electric (HE) reported a Q2 net profit of $123.2 million, or $0.71 per share. However, this increase was primarily driven by a non-cash Maui wildfire settlement adjustment. Excluding this adj
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Goldman Sachs: Global debt issuance fell 16% YoY last week, though year-to-date issuance remains 9% higher
Goldman Sachs reported that global debt issuance declined 16% year-over-year last week. However, year-to-date issuance is still up 9%. Investment-grade corporate issuance saw a significant jump of 60%
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U.S. Treasury Department proposes GENIUS Act stablecoin rule, establishing definitions and jurisdictions for U.S. stablecoins and opening a 60-day public comment period
The U.S. Treasury Department's proposal aims to provide regulatory certainty for businesses, cement the U.S. dollar's role as the world's reserve currency, and maintain America's position as the crypt
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Analysis indicates that Wall Street recognizes NVIDIA CEO Jensen Huang's "big concept" for AI financing, with institutions like KKR participating.
NVIDIA CEO Jensen Huang announced an AI financing "grand concept" on August 10, planning to collaborate with Goldman Sachs, BlackRock, KKR, Apollo, and Brookfield, among others, to raise $500 billion
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Cass: Truckload Linehaul Index Rose 2.3% M/M and 8.6% Y/Y in July, Marking Largest Y/Y Increase in Four Years
According to Cass Information Systems' monthly report, the truckload linehaul index, which tracks rates excluding fuel and accessorial surcharges, saw its 19th consecutive year-over-year increase. Thi
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Russian firm KM Logistics reportedly asks Kremlin to place five Nestlé subsidiaries under temporary state management
According to Russian business daily Kommersant, KM Logistics made the request due to Nestlé not expanding its production capacity in Russia and not exporting products made in the country. A Nestlé spo
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White House: President Donald Trump Achieved Largest Ever Reduction in Prescription Drug Prices in Over 60 Years
The White House announced that new data shows prescription drug prices have experienced their largest annual decline in over 60 years, marking the steepest drop since 1963. This was attributed to the
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Extreme Networks (EXTR) stock rises, driven by strong AI-enabled networking platform momentum that led to solid earnings, double-digit revenue growth, and expanding margins.
Voya Investment Management highlighted in its Q2 2026 investor letter that Extreme Networks (EXTR) positively contributed to the fund's performance during the quarter, with its stock gaining due to ro
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Bill Ackman's Pershing Square made Amazon its fourth-largest holding by selling Alphabet and adding Microsoft, citing Amazon's AI and e-commerce growth thesis.
Bill Ackman's Pershing Square Capital Management began selling Alphabet (Google) in Q4 2025 and acquired a new position in Microsoft. The firm's mid-year update in August reiterated its expectation fo
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Analysts say Lumentum (LITE) stock is poised for further gains, with Q4 revenue up 109% year-over-year to $1 billion, and Q1 FY27 guidance exceeding expectations.
Analysts at 24/7 Wall St. noted that Lumentum holds a 70-80% market share in pump lasers, with shipments expected to quadruple, and NVIDIA's demand for its co-packaged optics (CPO) anticipated in the
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Silver (SI=F) September futures opened at $65.06 per ounce on Monday, down 0.1% from Friday's close, then rose to $65.32 by 9:05 a.m. ET, supported by softening consumer spending data.
The precious metal has gained 17.1% over the past month. Signs of declining retail sales and consumer sentiment, reported last week, are seen as lowering the immediate risk of Federal Reserve rate inc
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Tech stocks seek gains at open, Nasdaq fluctuates, Dow and S&P 500 fall
U.S. stocks were mixed at Monday's open, with the Dow Jones Industrial Average and S&P 500 falling, while the tech-heavy Nasdaq Composite fluctuated. The technology sector was one of the few gainers,
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Analysis indicates Apple (AAPL) stock is overvalued, with recent financial results boosted by tariff refunds, while fundamentals are quietly weakening.
Analysis indicates that Apple Inc. (AAPL) stock is currently trading at $305.93, with a price-to-earnings ratio of 35x, which is considered overvalued. Although recent June quarter results exceeded ex
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Analysis: Nine Tech Giants Including Google, Microsoft, and Meta Have Hidden $3 Trillion in AI-Related Debt Through Off-Balance-Sheet Arrangements, Triple Their Reported Debt
An analysis by The Wall Street Journal indicates that nine technology companies, including Google, Microsoft, Meta, Amazon, Oracle, NVIDIA, Broadcom, AMD, and SpaceX, have accumulated up to $3 trillio
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NVIDIA Plans to Invest $100 Billion in Ohio to Build Data Center for OpenAI
NVIDIA Plans to Invest $100 Billion in Ohio to Build Data Center for OpenAI
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Gold futures opened up 0.1% to $4,440.10/ounce on Monday, driven by a 0.6% drop in July retail sales and an 8% decline in August consumer sentiment.
Gold futures opened up 0.1% to $4,440.10/ounce on Monday, driven by a 0.6% drop in July retail sales and an 8% decline in August consumer sentiment.
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Claude AI initiates position in Uber (UBER), buying 75 shares at $76.17, calling the stock 'boring, not broken'.
The AI model, participating in the Rallies Arena public experiment, cited Uber's P/E of 16x, approximately $10 billion in trailing twelve-month operating cash flow, strong revenue growth, and 202 mill
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NVIDIA Invests $1.5 Billion in SB Energy for 8GW AI Data Center Partnership, OpenAI to be Sole Tenant
NVIDIA Invests $1.5 Billion in SB Energy for 8GW AI Data Center Partnership, OpenAI to be Sole Tenant
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"Big Short" investor Steve Eisman: AI boom has an "Achilles' heel," but it's too early to short now
Eisman points out that the "Achilles' heel" of the AI boom lies in its heavy reliance on OpenAI and Anthropic. He states that these two companies contribute approximately 70% of AI revenue from Micros
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Saudi Arabia Offers Oil Off Oman Coast, Signaling Potential Increase in Strait of Hormuz Shuttling
This move suggests the kingdom may be following the United Arab Emirates in shuttling more barrels through the Strait of Hormuz.
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BCA Research: Stock market wealth effect on U.S. consumer spending has doubled since 1990, with every $1 increase in equity prices boosting consumption by 3%.
BCA Research: Stock market wealth effect on U.S. consumer spending has doubled since 1990, with every $1 increase in equity prices boosting consumption by 3%.
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Wells Fargo Investment Institute lowered its gold price target, revising its year-end 2026 target from $5,300-$5,500/ounce to $4,900-$5,100/ounce, and its year-end 2027 target from $5,800-$6,000/ounce to $5,400-$5,600/ounce.
Wells Fargo Investment Institute lowered its gold price targets, revising its year-end 2026 target from $5,300-$5,500/ounce down to $4,900-$5,100/ounce, and its year-end 2027 target from $5,800-$6,000
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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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Wall Street braces for potential stock market fall if Democrats gain control of Congress in 2026 midterm elections
Wall Street is bracing for potential stock market declines if Democrats regain control of both houses of Congress in the upcoming 2026 US midterm elections. Voters are likely to give the party a major
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Japan's volatile power market attracts Wall Street attention, as global investors seek opportunities at a Tokyo seminar this week.
Japan's volatile power market attracts Wall Street attention, as global investors seek opportunities at a Tokyo seminar this week.
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Germany's 10-year government bond yield hits lowest since Sept 4 at 3.3486%, last down 6.5 bps
Germany's 10-year government bond yield hits lowest since Sept 4 at 3.3486%, last down 6.5 bps
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Israeli opposition leader Yair Lapid accused Prime Minister Benjamin Netanyahu of turning national security into an "election circus."
Israeli opposition leader Yair Lapid accused Prime Minister Benjamin Netanyahu of turning national security into an "election circus" in a post on social media platform X, following reports that Netan
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iFLYTEK released its Spark X2.6 large model, featuring an edge-cloud integrated architecture, with the edge-side model capable of processing sensitive information locally.
iFLYTEK released the Spark X2.6 large model with an edge-cloud integrated architecture at the 2026 Global 1024 Developer Festival on October 22, simultaneously launching the edge-side model Spark X2.6
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Blackstone lowered real estate valuations due to the impact of rising interest rates on returns, with President Jonathan Gray stating that increased market volatility hindered the quick return of cash to investors through IPOs.
Blackstone lowered real estate valuations due to the impact of rising interest rates on returns, with President Jonathan Gray stating that increased market volatility hindered the quick return of cash
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US Ambassador to Turkiye Barrack: Washington's Middle East role needs to shift from control to support
US Ambassador to Turkiye Tom Barrack stated that Washington's relationship with the Middle East must change from one of control to one of support, emphasizing that the US no longer seeks to dominate t
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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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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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CICC: Suggest increasing gold allocation to hedge AI asset risks, dollar depreciation trade is an effective strategy
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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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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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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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