Macro
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Russia jails prominent anti-war politician Lev Schlosberg for 11 years
Russia's prominent anti-war politician Lev Schlosberg was sentenced to 11 years and one month in a penal colony for "discrediting" the country's armed forces and "spreading false information" about th
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Chinese President Donald Trump will reportedly skip the United Nations General Assembly during his visit to the United States next month, and is scheduled to meet President Donald Trump at the White House on September 24, with the trip expected to focus almost entirely on the summit.
Chinese President Donald Trump will reportedly skip the United Nations General Assembly during his visit to the United States next month, and is scheduled to meet with President Donald Trump at the Wh
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Fars News Agency: Iran seizes UAE-owned oil tanker in Strait of Hormuz
Fars News Agency: Iran seizes UAE-owned oil tanker in Strait of Hormuz
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Bridgewater Associates, Ray Dalio’s hedge fund, lists NVIDIA as one of its largest AI holdings.
Bridgewater Associates founder Ray Dalio has listed NVIDIA as one of the largest AI-related positions in his firm's disclosed holdings. NVIDIA reported revenue of $81.615 billion in Q1 FY2027, exceedi
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The Motley Fool: Vanguard S&P 500 ETF (VOO) is the top long-term winner if a bear market is coming
The Motley Fool analysis suggests that the Vanguard S&P 500 ETF (VOO) is the best long-term investment strategy for investors preparing for a potential bear market. The analysis highlights VOO's abili
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RBC Capital Markets' Lori Calvasina Sees S&P 500 Upside Despite Fed Policy Uncertainty and Rate Hike Risks
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, believes that concerns over Federal Reserve policy uncertainty, potential rate hikes, and valuation may not be enough to derail the c
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Morgan Stanley report points out that the U.S. housing market is undergoing a structural reset, and affordability is unlikely to return to pre-2022 levels.
Sarah Wolfe, a senior economist and strategist at Morgan Stanley Wealth Management, noted in a June 16 report that even if mortgage rates eventually fall to 5% (their baseline scenario), the proportio
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Man Group Chief Market Strategist Kristina Hooper Says Inflation Will Persistently Stay Above Fed's Target
Man Group Chief Market Strategist Kristina Hooper Says Inflation Will Persistently Stay Above Fed's Target
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The spokesperson for the Iranian Ministry of Foreign Affairs stated that the recent conflicts have convinced countries in the region that the United States is an "unreliable and untrustworthy partner."
The spokesperson for the Iranian Ministry of Foreign Affairs stated that the recent conflicts have convinced countries in the region that the United States is an "unreliable and untrustworthy partner.
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China's annual Beidaihe meeting concludes, with focus on next leadership lineup for 2027 party congress and President Xi Jinping's expected fourth term
The annual conclave of Chinese Communist Party leaders and retired elders likely covered challenges of US relations and a slow economy.
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AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
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Yahoo Finance Analysis: NVIDIA Unlikely to Reach $10 Trillion Market Cap by 2030, But Still a Good Long-Term Investment
An analysis from Yahoo Finance (originally published in The Motley Fool) suggests that while NVIDIA currently has a market capitalization of approximately $5.5 trillion and strong growth, it is unlike
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CX Technology's stock price rose by 12%, reaching a new high, with its market value surpassing 4 trillion yuan to become the "market cap leader" in A-shares.
CXMT closed up 12% today, with its total market capitalization once again exceeding 4 trillion RMB, surpassing Tencent on the Hong Kong stocks to become the "market cap leader" in A-shares. Huacheng S
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Western Digital shares jump 7% after Trump administration signals preference for US-based semiconductor memory suppliers over Chinese firms
Shares of computer hard-drive manufacturer Western Digital (NASDAQ: WDC) rose 7% today. The surge follows comments from Trump Commerce Secretary Howard Lutnick, who told The Wall Street Journal that t
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Analysis indicates that the maximum monthly payment for a 62-year-old claiming Social Security benefits in the U.S. is $2,969.
Analysis indicates that the maximum monthly payment set by the U.S. Social Security Administration for 62-year-old recipients this year is $2,969. In comparison, recipients at full retirement age (67)
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Citadel Securities says spiking yields reflect Fed policy risk, as the Fed's reluctance to tighten keeps long-term bond yields at multiyear highs
Citadel Securities says spiking yields reflect Fed policy risk, as the Fed's reluctance to tighten keeps long-term bond yields at multiyear highs
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Optics Stocks Rally: AXT Surges 13.71% Intraday, Coherent Up 8.12%, Lumentum Up 6.79% on Record Indium Phosphide Price Hikes
Optics stocks rallied on Monday, driven by a United Daily News report detailing severe undersupply in indium phosphide (InP) substrates and epitaxial wafers. Q4 InP substrate prices are expected to in
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Venezuela's oil revival accelerates as Chevron expects production to rise 50% to 420,000 bpd by end-2028, with other majors also expanding
U.S. major Chevron has increased its oil production in Venezuela from 40,000 barrels per day (bpd) to 250,000 bpd over the past few years, with output from its three joint ventures rising 12% year-on-
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Super Micro Computer Shares Fall 4%, Dell Drops 3% After Netlist Files ITC Complaint Over DDR5 Patents
Super Micro Computer shares fell 4% and Dell Technologies dropped 3% after Netlist filed a complaint with the International Trade Commission (ITC) over alleged DDR5 patent infringement. The complaint
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iShares Core MSCI Europe ETF (IEUR) surges 23% in past year, with Stoxx 600 Q2 earnings up 17%
The iShares Core MSCI Europe ETF (IEUR) has delivered a 23% total return in the past year and 12% year-to-date as of July 31. This performance is supported by European companies in the Stoxx 600 index
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Unusual Machines (UMAC) stock is down 7.8% today, after soaring on Friday due to Donald Trump's drone tariff news, with analysts raising their price target to $35.
Shares of drone company Unusual Machines (UMAC) fell 7.8% at 10:38 a.m. ET, after an earlier drop of 10.3%. This follows Friday's surge to a 52-week high of $34.93, driven by Donald Trump's decision t
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Tiger Global Swaps Big Tech for AMD, Selling Nvidia, Microsoft and Alphabet Shares
Chase Coleman's Tiger Global has adjusted its portfolio, divesting shares in Nvidia, Microsoft, and Alphabet to acquire AMD stock. The move reflects a belief that AMD offers a better risk/reward profi
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Almonty Industries Announces Share Buyback to Address “Disconnect” Between Share Price and Tungsten Asset Value
Almonty Industries (ALM) announced a share buyback on Monday, aiming to address the "disconnect" between its share price and the value of its tungsten assets. The company believes its tungsten assets
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Casas Bahia Files for Bankruptcy Due to High Rates and Tight Credit
Brazilian retailer Grupo Casas Bahia SA filed for bankruptcy protection in Sao Paulo after an out-of-court debt restructuring with its main creditors proved insufficient to resolve its financial troub
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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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Egypt's Ministry of Foreign Affairs condemned the attack on Dammam Airport in Saudi Arabia, stating that Saudi security is an inseparable part of Arab and Egyptian national security.
Egypt's Ministry of Foreign Affairs on Thursday condemned Wednesday's attack on King Fahd International Airport in Dammam, Saudi Arabia, which killed two people and injured eight. Cairo stated that th
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Evergrande liquidators have recovered $435.9 million in assets and plan to make their first distribution to creditors in the first half of 2027.
China Evergrande Group's liquidators released their second progress report on Thursday, disclosing that they have recovered $435.9 million through asset sales and loan collections. The liquidators sta
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Commander of Iran's Islamic Revolutionary Guard Corps: The enemy only understands force, and Iran's drone technology has reached "good maturity."
According to Al Jazeera, Islamic Revolutionary Guard Corps (IRGC) Commander Ahmad Vahidi stated that "the enemy understands no language other than force and power." He noted that Iran maintains a "str
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Strategist Bob Loukas warns: Bitcoin needs to confirm a new cycle within 45 days, or it faces the risk of a winter downturn.
Renowned market strategist Bob Loukas stated that Bitcoin is currently consolidating around $83,900, and the market has a 30-45 day window to confirm the current bull market trend. If the price falls
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Hudson River Trading's India Unit Slows as Tighter Options Regulations Show Early Impact
According to Bloomberg, government documents show that Hudson River Trading's Indian unit, HRTI Private, reported a 3.5% year-over-year increase in revenue to $344 million for the fiscal year ending M
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Kashagan Arbitration Court Invalidates About $12 Billion of Kazakhstan’s Cost Claims Against Oil Majors, Sources Say
Kashagan Arbitration Court Invalidates About $12 Billion of Kazakhstan’s Cost Claims Against Oil Majors, Sources Say
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CNBC analysis: Starlink slowdown in Ukraine highlights business risks for Musk's partners
A CNBC analysis highlights the elevated business risks of dealing with Elon Musk, citing the recent slowdown of Starlink service in Ukraine. The report notes conflicting narratives from the White Hous
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India Seeks "Competitive Advantage" in Trade Deal with US, Trump Says Sides "Quite Close" to Agreement
India is seeking a trade deal with the United States aimed at gaining a "competitive advantage" over peer countries such as Bangladesh and Vietnam. Former U.S. President Donald Trump stated that the t
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Turkey will host a meeting of foreign ministers from multiple countries on October 23 to discuss the situation in the Middle East and the Russia-Ukraine conflict.
Turkish Foreign Minister Hakan Fidan will host a meeting of foreign ministers from Egypt, Pakistan, Saudi Arabia, the United Kingdom, Germany, and France in Istanbul on Friday (October 23), Anadolu Ag
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Bloomberg: Investors are no longer satisfied with AI spending; the market wants to see evidence that AI investments are generating revenue.
Bloomberg: Investors are no longer satisfied with AI spending; the market wants to see evidence that AI investments are generating revenue.
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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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Treasury Secretary Bessent dismisses 'systemic' AI risks
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Three companies have notified the U.S. SEC of their plans to launch tokenized stock trading.
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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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Blackstone Executives Say Concerns About AI Infrastructure Debt Are Overblown
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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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Treasuries Slide After Middle East Strife Report Spurs Oil Gains
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OpenAI to bring its AI models to Google Cloud, expanding beyond Microsoft to all three top cloud providers
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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.
Markets Today
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