Macro
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The 30-year U.S. Treasury yield rose above 5.31% on Monday, reaching its highest level since June 2007.
Previously, the U.S. Treasury completed an auction of $25 billion in 30-year bonds at a yield of 5.216%, the highest rate for a similar auction since 2001. Deep-seated market concerns about expanding
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President Trump's approval rating falls to 33%, the lowest of his presidency, according to a Reuters/Ipsos poll
President Trump's approval rating falls to 33%, the lowest of his presidency, according to a Reuters/Ipsos poll. Approximately 64% disapprove of his performance. The poll also indicates that the Iran
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Former US National Security Advisor Michael Allen: Iran believes it has gained "new leverage" in the Middle East after the US and Israeli attacks.
Former US National Security Advisor Michael Allen stated that Iran believes it has "new leverage" in the Middle East following attacks by the United States and Israel, leverage it did not possess befo
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Bloomberg: U.S. Treasuries continue to sell off, derivative arbitrage opportunities emerge
Bloomberg News reported that the ongoing sell-off in the $31 trillion U.S. government bond market is creating opportunities for arbitrage trades that exploit pricing differences between derivatives an
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Paramount seeks $1.88 billion bond from state AGs to cover costs of Warner Bros. Discovery merger delay
Paramount is requesting the bond from states that filed a lawsuit in July to challenge its proposed $110 billion merger with Warner Bros. Discovery (WBD). The company had agreed last month to delay th
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Trump says the U.S. is not seeking an extension of the Iran MOU
Trump says the U.S. is not seeking an extension of the Iran MOU
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Trump says Iran is in big trouble
Trump says Iran is in big trouble
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Trump: We control the Strait of Hormuz
Trump: We control the Strait of Hormuz
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Trump says UK Prime Minister has immigration and energy problems
Trump says UK Prime Minister has immigration and energy problems
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Trump says Iran will not make the deal he deems necessary.
Trump says Iran will not make the deal he deems necessary.
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Japan's immigrant residents only contribute about half of what they should to the national pension program, according to official data.
The lagging participation is attributed to a lack of awareness and language barriers.
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SpaceX shares jumped early Monday, testing resistance at their $150 offer price.
SpaceX stock jumped early Monday, testing resistance at its $150 offer price, after the company completed two Falcon 9 rocket launches over the weekend. Latest filings show Google, NVIDIA and Peter Th
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An economist at the SF Fed estimates the medium-run neutral rate to be around 1.5%, suggesting current monetary policy is accommodative if underlying inflation is at least 2.5%.
An economist at the SF Fed estimates the medium-run neutral rate to be around 1.5%, suggesting current monetary policy is accommodative if underlying inflation is at least 2.5%.
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SpaceX surged 6% on Monday, as Goldman Sachs predicted the space economy would reach $1.8 trillion, and NVIDIA disclosed a $21 billion stake in SpaceX.
SpaceX shares rose about 5.9% on Monday, reaching $148.21. This increase was driven by multiple positive factors, including a report from Goldman Sachs Global Investment Research predicting that the g
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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
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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
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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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The "fear gauge" VIX has fallen to a yearly low, indicating optimistic investor sentiment.
The Cboe Volatility Index (VIX), also known as the "fear gauge," fell to its lowest level of the year on Friday. This indicates that investors are showing significant optimism despite concerns about i
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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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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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The Financial Times analysis suggests that Europe cannot solely rely on falling US Treasury yields and needs to address its inherent economic problems.
The Financial Times analysis suggests that Europe cannot solely rely on falling US Treasury yields and needs to address its inherent economic problems.
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Iran's military warns of a new "father of all bombs" weapon, while the Revolutionary Guard Navy strikes a vessel and threatens to expand countermeasures to U.S. military bases.
On October 21, Iranian Islamic Revolutionary Guard Corps (IRGC) spokesperson Hossein Mohbi stated that Iran is preparing to launch a new weapon called "Father of All Bombs" in response to the "Mother
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Middle East Tensions Escalate: US and Israel Reportedly Planning New Military Strikes Against Iran, Iranian Supreme Leader Makes Rare Appearance to Assess War Situation
The US and Israeli militaries have developed specific plans for renewed strikes against Iran after the American midterm elections, according to a New York Times report cited by CCTV News. Possible tar
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French President Emmanuel Macron stated that inflammatory far-left groups orchestrated Saturday's riots and intended to "overthrow the Republic."
French President Emmanuel Macron stated that inflammatory far-left groups orchestrated Saturday's riots and intended to "overthrow the Republic."
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Houthis claim Saudi Arabia targeted an Indian boat in Red Sea, rescued 14 Indian nationals
The Houthi military spokesman, Brigadier General Yahya Saree, stated that Saudi Arabia targeted an Indian yacht carrying 14 Indian nationals near Zuqar Island in the Red Sea, close to the Bab el-Mande
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Greece says it is implementing sanctions against Iran
The Greek Finance Ministry stated it is implementing sanctions against Tehran and supports efforts to combat money laundering and illicit financial activities linked to Iran. This statement follows th
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Elon Musk reposts XFreeze's tweet, highlighting SpaceX's Starship has reached space, seven years after Starhopper barely left the ground
Elon Musk reposts XFreeze's tweet, highlighting SpaceX's Starship has reached space, seven years after Starhopper barely left the ground
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Al Jazeera: Russia and Ukraine exchange strikes, 15 injured in Kyiv, 2 in Moscow, Russia claims to intercept 163 Ukrainian drones
Al Jazeera reported that Russia and Ukraine launched mutual attacks. In Kyiv, 15 people were injured, and in Moscow, 2 people were injured. Russia stated that it intercepted 163 Ukrainian drones. The
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U.S. pending home sales fell 7.3% month-over-month in September to a record low, while housing starts declined 5.2%.
The U.S. housing market is experiencing a high-interest rate shock, with both sales and construction activity cooling. Data from the National Association of Realtors (NAR) shows that pending home sale
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Japan's largest labor organization, Rengo, announced its wage negotiation targets for next year, demanding an overall wage increase of at least 5%, with an ideal target of 6%. This includes a base wage increase of at least 3%, with an ideal target of 4%.
Japan's largest labor organization, Rengo, announced its wage negotiation targets for next year, demanding an overall wage increase of at least 5%, with an ideal target of 6%. This includes a base wag
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Kwa Nokeng Oil Holdings has increased its IPO size to 166 million Pula ($118 million) due due to oversubscription.
Kwa Nokeng Oil Holdings Ltd. increased its initial public offering (IPO) to 166 million pula (approximately $118 million) after share subscriptions exceeded the original offering size by about one-fif
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UBS Acquires 4.8% Stake in Leading India Wealth Manager 360 One
UBS Group AG has acquired a 4.8% equity stake in 360 One WAM Ltd. by converting warrants, more than a year after the Swiss bank sold its wealth business to the Indian money manager.
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Spot Bitcoin ETFs attract $528 million on Wednesday, led by BlackRock and Fidelity; Ether funds snap five-day outflow streak
Spot Bitcoin ETFs attracted $528 million on Wednesday, with BlackRock and Fidelity leading a recovery in institutional demand. Meanwhile, Ether funds ended a five-day streak of outflows.
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Nigeria's Finance Minister, Taiwo Oyedele, expects the country's federal fiscal deficit to fall below target in 2026 due to increased revenue and lower borrowing costs.
Nigeria's Finance Minister, Taiwo Oyedele, expects the country's federal fiscal deficit to fall below target in 2026 due to increased revenue and lower borrowing costs.
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China plans to recruit over 24,000 tax officials in 2027, accounting for 67% of the total civil service vacancies, to strengthen tax enforcement.
This move has drawn attention from businesses and wealthy families, as tax compliance has risen to the top of the policy agenda. Regulators are stepping up enforcement, with at least 80 Chinese listed
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Netanyahu Denies FT Report: Trump Did Not Prevent Israeli Attack on Iran Earlier This Month
Israeli Prime Minister Benjamin Netanyahu denied a Wednesday report by the Financial Times claiming that U.S. President Donald Trump had prevented an Israeli attack on Iran earlier this month. "This i
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The Brent crude oil market is experiencing a divergence between futures and spot prices, with futures prices rising while spot prices fall.
The Brent crude oil market is experiencing a divergence between futures and spot prices, with futures prices rising while spot prices fall.
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Two killed, eight injured in attack on Dammam airport in eastern Saudi Arabia; Houthis suspected
Saudi Arabia's General Authority of Civil Aviation (GACA) stated that two people were killed and eight others injured in an attack on King Fahd International Airport in Dammam on Wednesday evening. Th
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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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Google Cloud and NVIDIA announced the general availability of the NVIDIA Vera Rubin infrastructure, expanding to Europe next month, with Google Cloud planning to deploy 960,000 Rubin GPUs.
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AMD to invest $5B in Anthropic stock as Anthropic commits to buy over $20B in AMD AI compute services
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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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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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Blackstone Executives Say Concerns About AI Infrastructure Debt Are Overblown
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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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