Macro
-
Pitchbook Says Private-Credit Default Rates Could Be Downplaying Risk
Pitchbook Says Private-Credit Default Rates Could Be Downplaying Risk
-
Google acquires bankrupt Spirit Airlines data for $10 million to train AI models
A Google spokesperson stated that the acquired data, which includes approximately 100 million emails and 500 million Microsoft Teams chat records, will be scrubbed of all personally identifiable infor
-
Wall Street is factoring AI election backlash into stock market views as it becomes a sensitive issue
Wall Street is factoring AI election backlash into stock market views as it becomes a sensitive issue
-
Realty Income (O) is highlighted as a standout income stock, boasting 673 consecutive monthly dividends and a yield above 5%
The real estate investment trust (REIT) has also raised its dividend for 115 consecutive quarters. Its current monthly dividend is $0.271 per share, or $3.252 annually, with the stock trading around $
-
Analysis indicates that Verizon (VZ) has a dividend yield of approximately 6% and has grown its dividend for 20 consecutive years, but investors should focus on its growth prospects and high debt.
Analysis suggests that Verizon's dividend remains attractive to investors seeking high income. The company saw a 16% year-over-year increase in free cash flow in the first half of 2026, with a 24.4% i
-
JPMorgan CEO Jamie Dimon warns UK Chancellor John Healey that tougher bank taxes could harm jobs and investment
Dimon reportedly told Healey that heavier taxation could push employment to other locations, citing a fall in finance jobs in New York partly linked to the city's tax burden. He indicated that a windf
-
US Social Security Sets 2026 Earnings Limit at $24,480 for Under-FRA Recipients, Withholding $1 for Every $2 Above Threshold
US Social Security recipients who are under full retirement age (FRA) will face an earnings limit of $24,480 in 2026. For every $2 earned above this threshold, $1 in benefits will be withheld. For tho
-
Klarna Reports Second-Quarter Profit for Second Straight Quarter, Diversifying Beyond Buy-Now-Pay-Later Roots
Klarna Reports Second-Quarter Profit for Second Straight Quarter, Diversifying Beyond Buy-Now-Pay-Later Roots
-
Analyst Patrick Sanders believes Google is a better AI advertising stock than Meta over the next five years.
An analysis article published in Yahoo Finance points out that although Google and Meta Platforms have both heavily invested in AI technology in their advertising businesses, analyst Patrick Sanders i
-
OpenAI limits teens to dedicated ChatGPT version, promising more safeguards
The AI start-up overhauled its chatbot for young people following high-profile lawsuits.
-
Pimco’s Stracke Says Wealth Managers Are Shying Away From Private Credit
Pimco's Stracke says wealth managers are shying away from private credit and stepping up their search for alternatives, as wealth managers continue to be affected by several major direct lending funds
-
Bank of America's August survey shows investor bullishness near extreme levels, with 56% of fund managers overweight equities—the highest since November 2021, and cash allocations at 3.5%.
Bank of America's August survey shows investor bullishness near extreme levels, with 56% of fund managers overweight equities—the highest since November 2021, and cash allocations at 3.5%. The survey
-
Financial Times reports AI phobia is becoming a new consensus in America, with Trump perceived as uncharacteristically unresponsive to voter fears over the technology.
Financial Times reports AI phobia is becoming a new consensus in America, with Trump perceived as uncharacteristically unresponsive to voter fears over the technology.
-
Bank of America's August fund manager survey finds AI bubble is the biggest tail risk for markets (32% of investors), followed by a disorderly surge in bond yields (27%).
Bank of America's August fund manager survey finds AI bubble is the biggest tail risk for markets (32% of investors), followed by a disorderly surge in bond yields (27%).
-
Bank of America's August survey shows fund managers' confidence in U.S. stocks rising, with a net 27% overweight, highest since December 2024.
Bank of America's August survey shows fund managers' confidence in U.S. stocks rising, with a net 27% overweight, highest since December 2024.
-
India Seeks WTO Consultations With US Over White House Tariffs on Quartz Products
India has initiated a consultation process with the US at the World Trade Organization, challenging tariffs imposed by the White House on certain quartz products. This action adds another point of fri
-
Bank of America's August survey showed that fund managers' bullish sentiment towards gold has increased, with a net 16% believing gold is undervalued, reaching a new high since March 2023.
Bank of America's August survey shows that fund managers' bullish sentiment towards gold has increased, with a net 16% of respondents believing gold is undervalued. This figure is a significant increa
-
Bank of America's August survey shows 49% of investors expect global stagflation over next 12 months, up from 47% in July; optimism for stronger global growth fades to 14%
Bank of America's August survey shows 49% of investors expect global stagflation over next 12 months, up from 47% in July; optimism for stronger global growth fades to 14%
-
Bank of America's August survey indicates Federal Reserve Chair Kevin Warsh is expected to strike a neutral tone at the Fed’s Jackson Hole meeting later this month.
However, the survey also shows 31% of respondents anticipate a hawkish message, signaling tighter monetary policy, while only 7% expect a dovish stance, pointing to limited expectations for a softer p
-
Analysis: Palantir's Q2 U.S. commercial revenue surged 149%, significantly outpacing ServiceNow's 23% subscription growth
An analysis highlights that while both ServiceNow and Palantir sell AI SaaS platforms to governments and enterprises, their growth rates diverge significantly due to U.S. commercial revenue performanc
-
The Motley Fool analysts recommend focusing on the Vanguard High Dividend Yield ETF (VYM).
Analysts point out that in the current market environment, technology and growth stocks are lagging, while small-cap, international, value, and dividend stocks are outperforming. Given that the future
-
Curve founder Michael Egorov says FATF pressure could make DeFi safer and more decentralized
Curve founder Michael Egorov says FATF pressure could make DeFi safer and more decentralized
-
Canada's Planned 45% Pipeline Capacity Boost by 2035 Faces Oil Output Reluctance
Canadian pipeline firms are proposing billions of dollars in new projects to increase export pipeline capacity by 45%, or 2.25 million barrels per day, by 2035. However, oil sands companies are reluct
-
Reddit Stock Falls Ahead of Joining the S&P 500
Reddit Stock Falls Ahead of Joining the S&P 500
-
According to prediction market Polymarket data, the probability of AI model company Anthropic going bankrupt by the end of 2028 is only 17%, despite its IPO draft showing a net loss of over $80.7 billion in the first half of 2026 and committed spending of up to $750 billion on computing infrastructure.
According to Wall Street Insights citing The Wall Street Journal, approximately $72 billion of Anthropic's $80.7 billion net loss was due to non-cash accounting adjustments, with an actual operating l
-
UN Human Rights Office Calls for Urgent Action After Settlers Attack Olive Harvesters in West Bank
The UN Human Rights Office (OHCHR) has called on states to take urgent action to stop attacks against Palestinian communities and provide protection. This follows reports of settlers attacking Palesti
-
South Korea's KOSPI index closed down 3.52% at 5,533.77 points on Thursday, due to profit-taking and concerns over the AI value chain.
South Korean stocks fell sharply on Thursday, with the KOSPI index closing down 201.8 points, or 3.52%, at 5,533.77 points. Investors engaged in profit-taking in major chip stocks, while ongoing conce
-
Citi's Head of ECM stated that investors will be more selective about IPOs recently due to increasing concerns over AI data center financing.
Citi's Head of ECM stated that investors will be more selective about IPOs recently due to increasing concerns over AI data center financing.
-
The IMF expects economic output in the Middle East, North Africa, and Pakistan to contract by 1.3% this year, rebounding to 6.6% in 2027.
The IMF stated that the U.S.-Iran conflict has impacted energy production, shipping, tourism, trade, and confidence, projecting a 1.3% contraction in economic output for the Middle East, North Africa,
-
The Philippine central bank raised interest rates by 50 basis points to 5.5% on Thursday to curb inflation, double the amount economists predicted, Nikkei Asia reported.
The Philippine central bank raised interest rates by 50 basis points to 5.5% on Thursday to curb inflation, double the amount economists predicted, Nikkei Asia reported.
-
German-Korean Chamber of Commerce and Industry President: German companies are viewing South Korea as a strategic manufacturing and innovation hub
Marie Antonia von Schonburg, President and CEO of the German-Korean Chamber of Commerce and Industry, stated that German companies are leveraging the industrial strengths of both countries to use Sout
-
London Stock Exchange Group agrees to acquire Octus from Permira for $3.5 billion.
London Stock Exchange Group (LSEG) has agreed to acquire Octus, a credit intelligence, data, and workflow provider, from private equity firm Permira for $3.5 billion. The stock exchange and financial
-
SBI Securities, an Indian brokerage, is offering leveraged bets on the Jio Platforms IPO, a rare move for an Indian initial public offering, reflecting intense competition among brokers and fervent market enthusiasm for Jio Platforms' debut.
SBI Securities, an Indian brokerage, is offering leveraged bets on the Jio Platforms IPO, a rare move for an Indian initial public offering, reflecting intense competition among brokers and fervent ma
-
The Financial Times reported that Russia launched a missile attack on Kyiv after Donald Trump's envoy, Witkoff, met with Zelenskyy and held talks with Putin.
The Financial Times reported that Russia launched a missile attack on Kyiv after Donald Trump's envoy, Witkoff, met with Zelenskyy and held talks with Putin.
-
US and Israel reportedly devised plans for a new round of strikes against Iran after the midterm elections, causing oil prices to surge on Thursday.
According to CCTV News, citing U.S. officials, the U.S. and Israeli militaries have developed specific plans for another military strike against Iran after the U.S. midterm elections, with potential t
-
German regulator BaFin orders liquidation of Iran’s Bank Saderat Hamburg branch due to sanctions
Germany's financial regulator BaFin has ordered the liquidation of the Hamburg branch of Bank Saderat Iran, citing sanctions and the bank's failure to address legal requirement violations. BaFin had p
-
Ramp Report: 1% of Businesses Account for 80% of OpenAI and Anthropic Spending, AI Dollar Spend Growth Stalls, Paid Penetration Slows
Ramp, a corporate card giant, tracked payment data from over 70,000 U.S. businesses and found that just 1% of these companies accounted for 80% of commercial spending on OpenAI and Anthropic, and this
-
The city of Albuquerque, USA, has officially banned Bitcoin ATMs to combat cryptocurrency fraud, with the new regulations taking effect on October 21.
The city of Albuquerque, New Mexico, has officially banned Bitcoin ATMs to combat rising cryptocurrency fraud. The city's new virtual currency ordinance was passed by the city council and signed by th
-
Dai-ichi Life Insurance Co. of Japan has begun investing in gold, aiming for 1% of its $219.3 billion in assets under management to hedge against inflation and market risks.
Dai-ichi Life Insurance Co. of Japan has begun investing in gold, aiming for 1% of its $219.3 billion in assets under management to hedge against inflation and market risks.
-
Apollo Chief Economist: Data Center Construction Delays to Reshape AI Industry's Winners and Losers
Torsten Slok, Chief Economist at Apollo Global Management, analyzed that if the data center construction cycle is prolonged, assets with scarce physical capacity (including operational data centers, p
-
Chinese Prosecutors Seek Forfeiture of Over 61,800 Bitcoins Linked to $5.7 Billion Fraud Case
Chinese prosecutors have moved to confiscate over 61,800 Bitcoins linked to a fraud case valued at over 40 billion yuan (approximately $5.7 billion). This action comes days after a UK court ruled that
-
U.S. Treasury Expected to Keep Auction Sizes Unchanged, Barclays Says
Barclays said the U.S. Treasury is expected to keep auction sizes unchanged at the upcoming quarterly refunding announcement, but make its guidance less restrictive.
-
Indian margin financing stock bets are set for their first monthly decline since March, as the rally in small-cap stocks falters, indicating that retail traders are cutting risk.
Indian margin financing stock bets are set for their first monthly decline since March, as the rally in small-cap stocks falters, indicating that retail traders are cutting risk.
-
Syrian state television reported that the Israeli army has dispatched a large number of military vehicles and personnel into the village of Tranjah in Syria's southern Quneitra province.
Syrian state television reported that the Israeli army has dispatched a large number of military vehicles and personnel into the village of Tranjah in Syria's southern Quneitra province.
-
BNP Paribas Asset Management increases holdings in long-term Japanese government bonds, attracted by steep yield curve and recovering domestic demand.
BNP Paribas Asset Management increases holdings in long-term Japanese government bonds, attracted by steep yield curve and recovering domestic demand.
-
Global debt totals $365 trillion, with interest expenses continuously rising, and France's borrowing costs exceeding those of Italy and Greece.
Global government, household, and corporate debt surged to over $365 trillion in the first half of 2026, according to data from the Institute of International Finance (IIF), with interest expenses ris
-
U.S. Senator Rubio states that restrictions on Starlink services in Ukraine are decided by Musk, not the White House.
U.S. Senator Marco Rubio stated on Wednesday that access and speed limitations for Ukraine's Starlink service are determined by its parent company, SpaceX, and its CEO, Elon Musk, and are not related
-
China takes the lead in global standardization of Brain-Computer Interface (BCI) technology, chairing the secretariat of the international committee.
China is leading the global standardization efforts for Brain-Computer Interface (BCI) technology, having assumed the chairmanship of the secretariat for ISO/IEC JTC 1/SC 43, a joint committee under t
-
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.
-
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.
-
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.
-
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
-
1
Middle East Tensions Escalate: US Deploys 10,000 More Troops, Israel Prepares for New Strikes Against Iran, Iran Issues War Warning
-
2
Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
-
3
CICC: Suggest increasing gold allocation to hedge AI asset risks, dollar depreciation trade is an effective strategy
-
4
Treasury Secretary Bessent dismisses 'systemic' AI risks
-
5
OpenAI says its AI model found a critical PHP vulnerability, leading to government websites in multiple countries going offline.
-
6
U.S. Treasury yields held steady as investors focused on unemployment claims and mortgage data.
-
7
Treasuries Slide After Middle East Strife Report Spurs Oil Gains
-
8
OpenAI to bring its AI models to Google Cloud, expanding beyond Microsoft to all three top cloud providers
-
9
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.
-
10
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.
Markets Today
Recommended Reading




