Macro
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Nebius forecasts 2026 revenue to roughly quadruple year-over-year to $3 billion-$3.4 billion, but analysts debate if this justifies its valuation
The AI cloud company reported Q1 2026 revenue of $399 million, up 684% year-over-year, and Q2 total revenue of $582.3 million. Nebius has signed multi-billion dollar AI cloud contracts and plans capit
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Reddit (RDDT) will join the S&P 500 index on Tuesday, August 18. Its stock price has surged 424% since its IPO in 2024, and Wall Street generally recommends buying.
Reddit (RDDT) will join the S&P 500 index on Tuesday, August 18. Its stock price has surged 424% since its IPO in 2024, and Wall Street generally recommends buying.
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CFTC seeks public input on AI compute futures contracts; CME eyes October launch
The U.S. Commodity Futures Trading Commission's regulatory review could shape an emerging market that allows companies and investors to trade and hedge the cost of increasingly scarce AI computing pow
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Pentagon Reportedly Believes No Military Plan Can Guarantee Safe Shipping in Strait of Hormuz, Assessment Frustrates Donald Trump; Iran's Revolutionary Guard Says It's Ready for Any Threat
Pentagon Reportedly Believes No Military Plan Can Guarantee Safe Shipping in Strait of Hormuz, Assessment Frustrates Donald Trump; Iran's Revolutionary Guard Says It's Ready for Any Threat
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“恐慌指数”VIX跌至年内低点,显示投资者乐观情绪
芝加哥期权交易所(Cboe)市场波动率指数(VIX),又称“恐慌指数”,周五跌至年内最低水平。这表明尽管市场对加息和伊朗冲突路径不明朗存在担忧,投资者仍表现出显著的乐观情绪。一些策略师认为,这是市场自满的不安迹象,但目前仍有理由保持看涨。
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Israel's Likud party, led by Benjamin Netanyahu, held primaries on Monday to determine its candidate list for the next general election.
Israel's ruling Likud party held its internal primary on Monday, aiming to select the party's list of candidates for the upcoming national election. This primary is crucial for Prime Minister Netanyah
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Fortinet Q2 Product Revenue up 52%, Unified SASE up 35%, OT Security Billings up 55%, AI and OT Security Demand Drives Hardware and SASE Business Surge
Fortinet (NASDAQ:FTNT) CFO Christiane Ohlgart said the company's Q2 results benefited from broad global demand, accelerated hardware sales, and increased adoption of secure networking and unified secu
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24/7 Wall St. predicts ServiceNow (NOW) stock could double in the next 12 months, with a target price of $249.84.
24/7 Wall St. rated ServiceNow (NYSE:NOW) as a "Buy" based on its proprietary model, setting a target price of $249.84, which implies an upside of approximately 101% over the next 12 months. The firm'
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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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BTIG analysts warn: U.S. stock market structurally fractured, faces full sell-off once "music stops"
BTIG's Chief Market Technician, Jonathan Krinsky, noted in a report published on Wednesday that the U.S. stock market is experiencing an unprecedented structural divergence, with price movements and m
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South Korean Deputy PM Koo Yun-cheol Pitches Manufacturing and AI Edge to US Investors, Pledging Financial Market Reforms
Deputy Prime Minister and Finance Minister Koo Yun-cheol outlined Korea's growth strategy to US business leaders in Seoul on Wednesday, highlighting opportunities for deeper investment and artificial
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Bank of America survey shows Indian equities replace Indonesia as Asia's least favorite, with the worst performance globally this year.
Bank of America survey shows Indian equities replace Indonesia as Asia's least favorite, with the worst performance globally this year.
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Ethiopia's Currency Sinks as Central Bank Burns Through Dollars
Ethiopia's currency is sinking as its central bank is burning through dollars in an unsuccessful bid to stem the selloff.
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South Korea's government bond yield curve is the steepest since 2021, with the long-short spread reaching a near five-year high.
The spread between South Korea's 3-year and 10-year government bond yields has widened to its highest level in nearly five years. This is primarily due to a global sell-off in long-term securities and
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South Korea's FSC announces its 7th Financial Hub Policy Plan for 2026-2028, aiming to boost financial innovation, infrastructure, capital markets, and provide hub support.
South Korea's FSC announces its 7th Financial Hub Policy Plan for 2026-2028, aiming to boost financial innovation, infrastructure, capital markets, and provide hub support. The plan includes promoting
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UK FTSE 100 index futures weakened due to a global stock market decline.
UK FTSE 100 index futures weakened due to a global stock market decline.
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Lebanon approves extradition of former Syrian general Adel Issa to Syria for war crimes trial, signaling end to its safe haven status for ex-regime officials
A top Lebanese prosecutor announced on Tuesday that Adel Issa, a former major general in Bashar al-Assad’s Syrian Army, would be extradited to Syria to face trial for alleged crimes committed during h
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Two Chinese-linked supertankers U-turn in Strait of Hormuz amid high shipping risks after Trump's hard line on Iran
The move comes as prospects for a normalization of traffic in the region are dimming.
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Samsung Electronics to invest 240 billion won ($171.6 million) in a new HVAC production line in Gwangju, with production set to begin in early 2028
Samsung Electronics to invest 240 billion won ($171.6 million) in a new HVAC production line in Gwangju, with production set to begin in early 2028
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Singapore's Monetary Authority (MAS) introduces new measures to enhance asset management competitiveness
The Monetary Authority of Singapore (MAS) announced a series of new measures aimed at strengthening its competitiveness as a leading asset management hub. These measures include: tax exemptions for in
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Hong Kong Exchange Posts Record Earnings, with Q2 Net Income Rising 21% to Beat Market Estimates, Driven by IPO and Trading Boom
Hong Kong Exchange Posts Record Earnings, with Q2 Net Income Rising 21% to Beat Market Estimates, Driven by IPO and Trading Boom
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FTSE Russell Defers Indonesia Stock Additions to Indexes Until December to Assess Market Reforms
FTSE Russell Defers Indonesia Stock Additions to Indexes Until December to Assess Market Reforms
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Financial Times analysis suggests Russia and Ukraine's attacks on each other's agricultural exports could trigger a global grain crisis
Financial Times analysis suggests Russia and Ukraine's attacks on each other's agricultural exports could trigger a global grain crisis
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HKEX Q2净利润同比增长21%至53.8亿港元,创历史新高并超市场预期
Hong Kong Exchanges and Clearing (HKEX) reported its second-quarter net profit soared 21% year-on-year to HK$5.38 billion (US$683.4 million), or HK$4.26 per share。这一业绩高于分析师预期的49.6亿港元,主要得益于首次公开募股(IPO)和
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Iran is considering targeting US military assets in Europe if Trump escalates war, according to insiders
Proposals to retaliate against US assets beyond the Middle East are being discussed as many in Tehran view renewed conflict as inevitable.
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South Korea cuts short joint military exercises with the U.S. after President Trump condemned them as "costly" and "hostile" toward North Korea
South Korea's Joint Chiefs of Staff announced the decision, days after President Donald Trump's remarks. The annual drills are set to conclude this Friday.
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Ukraine's bond market has rallied 150% over four years, showing traders it can beat the odds.
Ukraine's bond market has rallied 150% over four years, showing traders it can beat the odds.
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Australia's RBA Deputy Governor Hauser Says Rates Will Need to Rise If Prices Fail to Ease
Australia's RBA Deputy Governor Hauser Says Rates Will Need to Rise If Prices Fail to Ease
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India's Chaotic Stock Closing Auction Clouds BSE's Growth Outlook
The turbulent rollout of India's new closing share-price discovery mechanism, aimed at aligning with global standards, is negatively impacting BSE Ltd., leading some analysts to question the growth pr
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Iranian academic Maryam Tahmasebi accuses US of 'bloodline punishment' over family's detention and green card revocation
Tahmasebi, a US permanent resident, stated in The Nation magazine that she, her husband, and their son have been detained since April. The US State Department revoked their immigration status due to h
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Swiss Voters Expected to Reject Stricter Neutrality in Upcoming Ballot
Swiss voters are set to reject an initiative to strengthen the country’s neutrality in a ballot next month. Russia has attempted to sway the vote with jibes about Switzerland’s actions during World Wa
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<p>White House: US President Donald Trump announced a 3-day suspension of additional tariffs on Canadian alcoholic beverages, dairy products, and automobiles</p>
The White House announcement indicates that this move is due to Canada's commitment to eliminate discriminatory measures against U.S. businesses, and relevant negotiations between the two countries ar
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China Eases Limits on Nvidia H200 Chip Shipments for Key Tech Groups
Beijing is permitting small shipments of the chips to help leading domestic tech companies catch up with US rivals in the escalating AI race.
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Macro
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