Macro

All Newsflash Article

Wolfspeed (WOLF) rose 5.74% to $33.61, STMicroelectronics (STM) rose 4.17% to $56.56, and ON Semiconductor (ON) rose 2.96% to $85.11, after Mizuho reported that NVIDIA's Vera Rubin platform would accelerate its rollout.

Mizuho noted in a report released on Sunday that the NVIDIA VR200 NVL72 platform is expected to see strong growth in 2027, with accelerated rollout led by xAI and Meta starting in Q4 2026. ON Semicond

17/08/2026 13:33 #ON Semiconductor #STMicroelectronics #Wolfspeed #NVIDIA #Macro #U.S. stocks
OpenAI CFO: Enterprise revenue now exceeds consumer revenue, annual run rate hits $40 billion with 20% MoM growth in July

OpenAI Chief Financial Officer Sarah Friar told investors on Friday, August 14, 2026, that the company's enterprise business now generates more revenue than its consumer business. This marks a signifi

17/08/2026 13:32 #Revenue #ChatGPT #OpenAI #Macro #U.S. stocks
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

17/08/2026 13:27 #Company Financial Reports #Nebius #Artificial Intelligence #Macro #U.S. stocks
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.

17/08/2026 13:27 #Reddit #S&P 500 #IPO #Macro #U.S. stocks
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

17/08/2026 13:25 #CME #CFTC #Futures #Commodities #Artificial Intelligence #Macro
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

17/08/2026 13:23 #The Pentagon #Iranian Revolutionary Guard Corps #Commodities #Macro #Iran #Donald Trump
“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。

17/08/2026 13:23 #VIX #Cboe #Interest rate hike #Macro #U.S. stocks #Iran
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

17/08/2026 13:22 #Macro
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

17/08/2026 13:21 #OT Security #SASE #Fortinet #AI #Macro #U.S. stocks
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'

17/08/2026 13:21 #NOW #AI #Macro #Ratings/Major Brokerage Ratings #U.S. stocks
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

17/08/2026 13:08 #Russian Politics #Macro
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

17/08/2026 13:03 #U.S.-China Relations #Geopolitics #Macro #Donald Trump
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

17/08/2026 13:01 #United Arab Emirates #Strait of Hormuz #Commodities #Macro #Iran
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

17/08/2026 12:49 #Bridgewater Associates #NVIDIA #AI #Macro #U.S. stocks
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

17/08/2026 12:33 #VOO #S&P 500 Index #Macro #ETF #U.S. stocks
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

17/08/2026 12:32 #RBC Capital Markets #Inflation #Macro #U.S. stocks #Federal Reserve
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

17/08/2026 12:28 #The U.S. Housing Market #Morgan Stanley #Macroeconomics #Macro
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

17/08/2026 12:26 #Man Group #Inflation #Macro #Federal Reserve
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.

17/08/2026 12:22 #United States #Macro #Iran
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.

17/08/2026 12:20 #Communist Party of China #Xi Jinping #U.S.-China Relations #The Chinese Economy #Macro
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

17/08/2026 12:19 #Groq #Cloud Services #NVIDIA #Artificial Intelligence #Macro #U.S. stocks
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

17/08/2026 12:13 #Investment #NVIDIA #Macro #U.S. stocks
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

17/08/2026 12:13 #Changxin Technology #Storage #AI computing power #Macro #A-shares
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

17/08/2026 12:13 #Donald Trump Government #U.S.-China Relations #Western Digital #Semiconductor #Macro #U.S. stocks
Click to Load More

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.

19/08/2026 01:25 #China #Commodities #Geopolitics #Macro #Iran #Donald Trump
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

19/08/2026 01:22 #Samsung Electronics #Stocks #Macro
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

19/08/2026 01:07 #Stocks #Hedge fund #Asset Management #Monetary Authority of Singapore #Macro
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

19/08/2026 00:32 #Hong Kong Stock Exchange #IPO #Macro #Hong Kong stocks
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

19/08/2026 00:29 #Stock Index #Indonesian Stocks #FTSE Russell #Stocks #Macro
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

19/08/2026 00:20 #Food Crisis #Ukraine #Russia #Commodities #Macro
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

19/08/2026 00:17 #Hong Kong Stock Exchange #IPO #Macro #Hong Kong stocks
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.

19/08/2026 00:15 #United States #Commodities #Geopolitics #Macro #Iran #Donald Trump
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.

19/08/2026 00:10 #South Korea-U.S. Military Exercises #Stocks #North Korea #Geopolitics #Macro #Donald Trump
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.

19/08/2026 00:04 #Bond Market #Bonds #Ukraine #Macro
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

19/08/2026 00:01 #Reserve Bank of Australia #Interest rate hike #Inflation #Macro #Foreign Exchange
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

18/08/2026 23:51 #Bombay Stock Exchange #Indian Stock Market #Stocks #Macro
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

18/08/2026 23:19 #United States #Geopolitics #Macro #Iran
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

18/08/2026 23:10 #Switzerland #Russia #Geopolitics #Macro
<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

18/08/2026 22:55 #Tariffs #The White House #Macro #Donald Trump
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.

18/08/2026 22:54 #H200 Chip #China #NVIDIA #Artificial Intelligence #Macro #U.S. stocks
Japan's benchmark 10-year bond yield nears 3% for first time in three decades, on Takaichi budget fears and US view worries

Japan's benchmark 10-year bond yield nears 3% for first time in three decades, on Takaichi budget fears and US view worries

18/08/2026 22:42 #Bonds #Japanese government bonds #The U.S. Economy #Macro
China's State Council amends "Regulations on the Administration of Housing Provident Funds," including renovation and property fees in the scope of withdrawal.

China's State Council has revised the "Regulations on the Management of Housing Provident Funds," expanding the scope of withdrawals to include home renovation for self-occupied housing and payment of

18/08/2026 22:32 #Housing Provident Fund #State Council of China #Real Estate #Macro #A-shares
Analysts: China's economy is experiencing a K-shaped recovery, with industrial robot, electric vehicle, and semiconductor output growing by at least 20% year-on-year in July, expected to continue driving AI stocks.

Analysts say China's K-shaped economic recovery will likely prompt investors to continue betting on artificial intelligence (AI) stocks. The latest data shows the tech sector remains a key driver of g

18/08/2026 22:01 #Electric Vehicles #The Chinese Economy #Semiconductor #AI #Macro #A-shares
Hong Kong stocks fall, Hang Seng Index down 0.5% and Tech Index 1.4%, pressured by rising US bond yields and Iran conflict stalemate

Hong Kong stocks declined on Wednesday, with the Hang Seng Index falling 0.5% to 25,323.70 and the Hang Seng Tech Index dropping 1.4%. Investors were put on tenterhooks by elevated US Treasury yields

18/08/2026 21:55 #U.S. Treasury Bonds #Macro #A-shares #Hong Kong stocks #Iran
PHP/USD: Philippine Peso Fell to New Record Low as Oil Prices Rise

The Philippine peso fell to a record low against the dollar as higher oil prices put renewed pressure on the currency.

18/08/2026 21:51 #Philippine Peso #Oil prices #Macro #U.S. dollar #Foreign Exchange
Westpac: AUD/USD edged lower due to weakening AI and chip stocks, and record-high long-term government bond yields.

The Australian dollar edged lower as "another leg down" in artificial intelligence and chip stocks combined with fresh highs in long-term government bond yields to sap market risk appetite, said Richa

18/08/2026 21:43 #West Pacific Bank #AUD #AI #Macro #U.S. dollar #Foreign Exchange
Former New York Gov. Andrew Cuomo warns U.S. falling behind on crypto rules, urges passage of CLARITY Act

Former New York Governor Andrew Cuomo stated that the CLARITY Act is crucial for linking the crypto market with traditional financial markets, emphasizing its necessity for the U.S. to catch up on cry

18/08/2026 21:39 #The CLARITY Act #Cryptocurrency Regulation #United States #Macro #digital currency
Rising Japan bond volatility is driving a surge in futures trading in Singapore, attracting global funds and relative-value traders.

Rising Japan bond volatility is driving a surge in futures trading in Singapore, attracting global funds and relative-value traders.

18/08/2026 21:24 #Singapore Futures #Japanese Bonds #Bonds #Macro
Click to Load More

No data
No more

Macro

Svmuu provides news and information related to Macro, as well as real-time data on Macro. We provide in-depth analysis and interpretation of the latest Macro developments, helping investors stay informed about Macro policy updates. Svmuu is your essential tool for keeping up with the latest Macro trends! Here, we’ll join you in keeping a close eye on Macro news and use a clear macro perspective to make sense of the uncertain future of crypto.

Faster global financial news!

Macro

Macro

24H Trending

Markets Today

Recommended Reading

Hot Topics