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Macro
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Billionaire David Tepper's Appaloosa Management disclosed new positions in American Airlines and Boeing stock in the second quarter.
According to its Q2 2026 13F filing, Appaloosa Management, the hedge fund run by David Tepper, known for his successful bet on Micron Technology, established new positions in American Airlines with 7.
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Bank of America and Morgan Stanley both expect Apple to launch a foldable iPhone in September 2026, with prediction markets showing an 81% probability.
Both Bank of America (BofA) and Morgan Stanley have set September 2026 as the target release date for Apple's foldable iPhone, with prediction markets assigning an 81% probability of launch. BofA warn
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IAEA reports drone explosion near Zaporizhzhya NPP bus stop today at around 06:00, causing 16 casualties including one death and three serious injuries
IAEA reports drone explosion near Zaporizhzhya NPP bus stop today at around 06:00, causing 16 casualties including one death and three serious injuries
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U.S. industrial production rose 0.2% in July, missing the forecast of 0.3%.
Manufacturing output increased 0.2%, matching expectations, while mining gained 0.2% and utilities rose 0.5%. Capacity utilization edged up to 76.3%, in line with forecasts. Meanwhile, the annualized
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Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana
Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana
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Canadian Firms' Private Credit Exposure Reaches C$500 Billion ($360 Billion), Primarily in US Markets
According to new research from the Bank of Canada, Canadian financial institutions and funds have accumulated approximately C$500 billion ($360 billion) in private credit exposure, with the majority o
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The London Company Income Equity Strategy Reduced TE Connectivity (TEL) Holdings to Manage AI and Data Center Exposure
The London Company's Income Equity Strategy, as disclosed in its Q2 2026 investor letter, reduced its position in TE Connectivity Ltd. (NYSE:TEL). This move was made to manage concentrated exposure to
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NASA on Monday awarded Blue Origin, Firefly Aerospace, and other companies contracts for future mission payload services.
The National Aeronautics and Space Administration (NASA) on Monday awarded payload services contracts for future missions to Blue Origin, Firefly Aerospace, L3Harris, and All Points Logistics. Meanwhi
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September Historically Worst Month for Stocks; 3 ETFs Offer Up to 9% Yield
Historically, September has been the worst month for stocks, with the S&P 500 averaging negative returns since 1928. To navigate this period, investors are looking at three actively managed funds: iSh
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Billionaire David Tepper's Appaloosa Management Initiates Put Positions on Apple and Berkshire Hathaway, Citing Apple's Weakening Fundamentals
According to a 13F filing disclosed on August 14, David Tepper's Appaloosa Management opened new put positions referencing 835,000 Apple shares and 25,000 Berkshire Hathaway Class B shares as of June
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Analysis suggests Microsoft is better positioned than Alphabet to absorb potential AI CapEx slowdowns, citing Microsoft's operational funding vs. Alphabet's increased debt.
The analysis highlights that Microsoft funded its AI buildout from operations, leading to a more resilient balance sheet. In contrast, Alphabet nearly doubled its long-term debt to $98 billion. While
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Qatar rejects Iran's claims of holding three missing pilots, stating Iranian planes violated its sovereignty and were dealt with according to law
Qatar's Foreign Affairs spokesman Majed al-Ansari denied Iran's accusations as "completely baseless, false and illogical," reiterating that Qatar handed over the remains of one pilot in April. Iranian
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Goldman Sachs to Buy Real-Estate Investment Firm for Up to $410 Million
Goldman Sachs to Buy Real-Estate Investment Firm for Up to $410 Million
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NVIDIA Forges $500 Billion AI Investment Partnership with Apollo, Blackstone, BlackRock, and Other Institutions, Compared to a "Digital Infrastructure Bill" by Analysts
NVIDIA has established a $500 billion AI investment partnership with institutions such as Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR. Rashad Bilal, host of the financial show Ea
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Prediction markets show Anthropic is poised to surpass Elon Musk's SpaceX as the largest IPO in 2026.
According to Polymarket data, prediction markets show that AI company Anthropic is rapidly closing the gap with SpaceX, with the potential to become the largest initial public offering (IPO) of 2026 a
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SoftBank Group disclosed its U.S. equity portfolio as of June 30, 2026, with Intel stock representing nearly 67% of the total, valued at over $12.14 billion.
SoftBank Group disclosed its U.S. equity portfolio as of June 30, 2026, with Intel stock representing nearly 67% of the total, valued at over $12.14 billion. This position, totaling 86,956,522 shares,
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US July Housing Starts Fall 12.4% to 1.239 Million Units, Below Consensus of 1.350 Million
US July Housing Starts Fall 12.4% to 1.239 Million Units, Below Consensus of 1.350 Million
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The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum
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Chip designer Velaura AI valued at over $1 billion after raising $110 million in Series A funding
The funding round was led by Seligman Ventures, with participation from Capricorn Investment Group, 三星 Catalyst Fund, StepStone Group, and Maverick Silicon. Velaura AI develops low-power chips and sof
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East Africa's Biggest Bourse Plans ETF Push to Tap Investor Demand
Nairobi Securities Exchange Chief Executive Officer Frank Mwiti stated that East Africa's biggest bourse plans to offer a variety of exchange-traded funds to meet demand from investors.
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U.S. diesel crack spreads have broken above $100 for the first time, reaching a record high of $102.2, while inventories have fallen to their lowest level since 1996.
The spread between NYMEX near-month US diesel futures and WTI crude oil futures hit a record high of $102.2 per barrel this Monday, marking new records in five of the past six trading days. Meanwhile,
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Xiaomi CFO says company 'in no rush' to monetize AI investments despite Q2 net profit decline
Chinese technology giant Xiaomi's Vice-President and CFO Alain Lam stated the company is "in no rush" to convert its large investments in artificial intelligence into profit, even after recording anot
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Visa Seeks New Stablecoin Settlement Partner as Mastercard Acquires BVNK, Requiring Multi-Regional Licensing and OUSD Settlement Capability
Visa is looking for a new stablecoin settlement partner to replace BVNK, which was acquired by Mastercard. According to documents seen by CoinDesk, Visa's Request for Proposal (RFP) emphasizes that th
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Upstart CEO Paul Gu outlines AI lending growth strategy, with personal loan originations increasing 23% quarter-over-quarter in Q2, aiming for profitability from home and auto lending businesses by year-end.
Upstart CEO Paul Gu outlines AI lending growth strategy, with personal loan originations increasing 23% quarter-over-quarter in Q2, aiming for profitability from home and auto lending businesses by ye
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Poll: Israeli Arab Parties May Hold Key Power Balance in Next Week's Election, But Major Jewish Parties Rule Out Cooperation
Israel is set to hold general elections next week. The latest opinion polls suggest that Arab parties could hold a crucial balance of power in parliament. Arab Israelis, who make up about one-fifth of
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PHP Critical Vulnerability Triggers Global Cybersecurity Alert, Amazon Attacked Before Public Disclosure
A critical cybersecurity vulnerability discovered in the PHP programming language is triggering an urgent global response. Governments and companies worldwide are scrambling to secure their websites o
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Hanwha Asset Management raises bet on US space transportation startup Impulse Space, joining $308 million funding extension
Hanwha Asset Management raises bet on US space transportation startup Impulse Space, joining $308 million funding extension.
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Korean experts say legal groundwork needed for digital money, stablecoins and tokenized securities
Korean experts say legal groundwork needed for digital money, stablecoins and tokenized securities
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Nigeria plans to introduce African depositary-receipt framework to become regional hub
Nigeria plans to introduce an African depositary-receipt framework to encourage more cross-border listings and attract companies and investors from elsewhere on the continent to its capital markets.
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Spain's Seaya Ventures, backed by Banco Santander, opens London office after raising €600 million ($637 million) for new European startup fund Seaya Novo
Spain's Seaya Ventures, backed by Banco Santander, opens London office after raising €600 million ($637 million) for new European startup fund Seaya Novo
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According to Al Jazeera: Israeli forces and settlers prevented Palestinians from harvesting olives in the West Bank.
Israeli forces and settlers prevented Palestinian farmers from harvesting olives in the occupied West Bank areas of Turmus Ayya and Deir Jarir on October 21, declaring one of the areas a closed milita
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NVIDIA accelerated computing and open models are widely adopted by European financial giants, with Revolut, Lloyds Banking Group, and others achieving breakthroughs in efficiency and cost.
At the GTC Berlin conference, several leading European financial services institutions, including Revolut, Lloyds Banking Group, Santander, London Stock Exchange Group (LSEG), HSBC, and Stripe, are bu
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NVIDIA Launches New Tools for Training, Evaluating, and Deploying World Models on Its Cosmos Platform
NVIDIA has expanded its Cosmos platform with new training tools, simulation checkpoints, and Cosmos Data Factory blueprints, aiming to help developers quickly build world models required for physical
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NVIDIA's DSX platform is being used by companies worldwide to address power bottlenecks, involving over $300 billion in equipment backlogs and 200 gigawatts of projects awaiting.
NVIDIA's DSX AI Factory platform is being used by companies worldwide to plan, simulate, and operate power grids and AI factories, addressing the growing power bottlenecks in infrastructure. Currently
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NVIDIA Drives European Retail Transformation: Shopify Cuts AI Inference Costs by 90%, L'Oréal Accelerates Ingredient Discovery
NVIDIA is transforming European retail operations through open models and physical intelligence. Shopify, for example, has post-trained NVIDIA Nemotron 3.5 Lightning, achieving frontier-level accuracy
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NVIDIA Earth-2 Open Models Deployed Across Europe for Weather and Climate Prediction
NVIDIA has announced the widespread deployment of its Earth-2 open models across Europe, empowering developers and researchers to enhance real-world weather and climate prediction. These AI models and
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CoinDesk Analysis: Bitcoin ETFs Attract $1.08 Billion in 3 Days, But Inflow Pace May Not Be Enough to Sustain Significant Gains
According to CoinDesk analysis, US spot Bitcoin ETFs have attracted $1.08 billion in the past three days, indicating a resurgence of institutional interest in cryptocurrencies. However, this inflow ra
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The U.S. has withdrawn diplomatic personnel from Saudi Arabia and reportedly plans a new round of attacks on Iran after the midterm elections.
The U.S. State Department has ordered non-emergency government employees and their families to evacuate Saudi Arabia following Houthi attacks on Saudi airports and oil fields, escalating concerns abou
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Trump denies negotiating with Iran, says situation will be resolved "soon" one way or another
U.S. President Donald Trump stated that Washington has been "doing very well" militarily and financially against Tehran, describing the current conflict as "a little skirmish with Iran." When asked if
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Posco Future M adopts Palantir AI platforms to boost productivity
South Korean battery materials maker Posco Future M has partnered with US software firm Palantir Technologies to accelerate its AI-driven transformation. The company signed an agreement on Wednesday t
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Bank of Korea maintains benchmark interest rate at 3.00%; Governor emphasizes tightening is not over and raises economic growth forecast.
The Bank of Korea's Monetary Policy Board unanimously voted on Thursday (October 22) to keep the benchmark interest rate unchanged at 3.00%, following two consecutive 25-basis-point hikes. The Bank of
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Starbucks China is implementing a new "no purchase, no seating" policy across its stores nationwide.
Starbucks China announced that starting Thursday, its 8,000 stores nationwide will fully implement a "no purchase, no seating" policy, requiring customers to buy an item to be seated in the store. The
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Jensen Huang: China is the only country in the world capable of large-scale output across three dimensions: chip manufacturing, open-source models, and AI researcher cultivation.
NVIDIA CEO Jensen Huang stated on Wednesday that China is the only country globally capable of achieving large-scale output simultaneously across three dimensions: chip manufacturing, open-source mode
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Moderna CEO Says Company Seeks China Partnerships Despite Geopolitical Tensions
Moderna CEO Stephane Bancel told Nikkei Asia that the U.S. biotechnology company, known for its COVID-19 vaccine, is "in multiple discussions in Greater China" to seek potential partnerships aimed at
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AI detected a PHP security vulnerability, leading to the suspension of websites and some online services for companies such as Japan's Sega, All Nippon Airways (ANA), and Mitsubishi UFJ Bank on Thursday.
Major Japanese companies including Sega, All Nippon Airways, and MUFG Bank suspended their websites and some online services on Thursday due to critical security vulnerabilities discovered in the PHP
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Executives from autonomous driving companies such as BYD, XPeng, and Momenta anticipate a significant turning point for L3/L4 technologies in 2028.
At the 2026 World Intelligent Connected Vehicles Conference, BYD Senior Vice President Yang Dongsheng stated that "there is hope" for restricted-scenario L3 in 2028. XPeng Chairman He Xiaopeng predict
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Goldman Sachs research estimates: Hashrate giant CoreWeave faces $60 billion in capital expenditures to fulfill its $129 billion order backlog, but customer prepayments could reduce new debt requirements to $23 billion.
Goldman Sachs noted in its October 21 research report that CoreWeave, a major hashrate infrastructure provider, faces approximately $60 billion in capital expenditures to fulfill its order backlog of
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Developers link $370,000 theft to Railway secret leak; the latter has restored enterprise builds, but other plan customers are still awaiting redeployment.
Developers link $370,000 theft to Railway secret leak; the latter has restored enterprise builds, but other plan customers are still awaiting redeployment.
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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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Middle East Tensions Escalate: US Deploys 10,000 More Troops, Israel Prepares for New Strikes Against Iran, Iran Issues War Warning
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NextDC's data center project in Australia faces power supply delays due to resident protests, leading to a more than one-third reduction in its FY2027 earnings guidance and a 45% plunge in its stock price.
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Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
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Indonesian cybersecurity firms are urging the government to increase support for AI talent development and the AI industry to counter the rising tide of AI-driven cyberattacks and online scams.
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NVIDIA Launches Clinical Surgery AI Simulator Cosmos3-H-Dreams
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Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
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Anthropic's copyright settlement includes books by South Korean authors for compensation
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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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Treasury Secretary Bessent dismisses 'systemic' AI risks
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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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