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Macro
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French Budget Minister states the ministry will use AI to test cybersecurity vulnerabilities after its tax agency was reportedly hacked.
French Budget Minister states the ministry will use AI to test cybersecurity vulnerabilities after its tax agency was reportedly hacked.
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MarketWatch analysis: U.S. investors are sitting on stock profits, but a deteriorating growth outlook could trigger a selloff.
MarketWatch analysis suggests U.S. investors have been increasing their exposure to U.S. equities throughout August and are now sitting on profits. However, the momentum behind weekly inflows has begu
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Last year, the U.S. passed the "One Big Beautiful Bill Act," authorizing the creation of "Donald Trump accounts," which allow up to $5,000 to be deposited annually for children, to be used as traditional IRA accounts upon their adulthood.
The account is controlled by the child when they turn 18, and withdrawals are subject to traditional IRA rules, meaning that withdrawals before age 59½, except for exceptions such as education and hom
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Intel's Q2 13F filing shows it holds only two stocks, Mobileye and Joby Aviation, with a total value of $620 million.
Intel's Q2 13F filing revealed that as of June 30, 2026, the company held only two stocks: Mobileye ($484 million) and Joby Aviation ($137 million), with a total value of $620 million. These holdings
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Analysts point out that Microsoft's accounts receivable soared to $81 billion, indicating it may be financing key customers
Analyst Andrew Sather stated that Microsoft's net accounts receivable increased from $57 billion to $81 billion by the end of fiscal year 2026, which could signal power dynamics in business relationsh
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Baron Small Cap Fund says Legence (LGN) benefits from the AI data center boom, with Q2 revenue and cash flow doubling, and order backlog reaching a record high.
Baron Small Cap Fund noted in its Q2 2026 investor letter that Legence Corp. (NASDAQ:LGN), an engineering and construction services provider, doubled its revenue and cash flow during the quarter and a
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U.S. pending home sales fell 2.3% in July, missing expectations for a 0.6% increase, pressured by higher mortgage rates and record home prices.
U.S. pending home sales fell 2.3% in July, missing expectations for a 0.6% increase, pressured by higher mortgage rates and record home prices.
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Russia's Oil Exports Extend Slump for Fifth Week, With No Crude Loading From Novorossiysk Terminal in Week to Aug. 16 Amid Ukrainian Drone Strikes
Russia's oil exports have fallen for a fifth consecutive week, with no crude oil loaded from the key Novorossiysk oil terminal in the seven days leading up to August 16. This extended slump comes amid
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Marvell Technology stock fell 6% to $219.28 on Tuesday morning as rising government bond yields offset a bullish report on its AI business from UBS.
Despite UBS issuing a bullish report on Marvell Technology's AI business, the company's stock fell 6% to $219.28 on Tuesday morning, as rising U.S. government bond yields put pressure on the semicondu
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Analysis: Amazon and Oracle are the most vulnerable hyperscalers to AI CapEx risk, posting free cash flow deficits of $27B and $24B respectively
Analysis indicates that both Amazon and Oracle spent more on AI capital expenditures than they generated in free cash flow, unlike Microsoft which still generated $68 billion in FCF despite high CapEx
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MarketWatch analysis suggests buying stocks at record highs is better than waiting for a crash, as waiting for a 20% drop could still result in a higher price
The analysis addresses investor nervousness about putting new money into the market when stocks are at all-time highs, noting that record highs are a characteristic of bull markets. It counters the co
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Berkshire Hathaway made Alphabet (GOOG) its biggest second-quarter move, adding $17 billion to its stake, making it the third-largest holding.
Alphabet (GOOG) currently trades at $343.54. The company reported Q2 revenue of $119.80 billion, with Google Cloud accelerating to 82% growth, and trades at 17 times trailing earnings. Of 63 analysts,
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Longview Global Analyst Warns China's 20% Savings Rate Fuels 'China Shock 2.0' as Surplus Output Floods Global Markets
Longview Global Senior Policy Analyst Dewardric McNeal stated in a CNBC interview on Monday, August 17, that China's household savings rate, which is 20% of GDP and double the OECD average, indicates
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Trump says all mines were removed or detonated in Hormuz Strait
Trump says all mines were removed or detonated in Hormuz Strait
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Pershing Square Holdings believes Meta Platforms (META)'s forward P/E ratio of 18x represents an undervalued valuation, with earnings growth expected to exceed 20% in the coming years.
In its Q2 2026 letter to investors, Pershing Square Holdings noted that Meta Platforms (META) shares declined 1% in the second quarter and 15% year-to-date, primarily due to increased operating and ca
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Pershing Square: AI Demand Drives Amazon AWS Revenue Growth Over 30%, Retail Sales Hit New High Since 2021
Investment firm Pershing Square Holdings stated in its Q2 2026 investor letter that the accelerated growth in artificial intelligence (AI) demand has significantly boosted revenue growth for Amazon's
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JPMorgan Chase's Kai Haul: The Federal Reserve Should "Just Hike and Get On With It," Markets Dislike Lack of Forward Guidance
JPMorgan Chase Asset Management's U.S. GFICC CIO Kay Herr said the Federal Reserve should "just hike and move on," arguing that the market "really doesn't like the fact that we don't have forward guid
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Kraken-commissioned survey finds 63% of Americans feel financially behind, 47% see credit cards as only path to meaningful rewards
A national survey of 2,001 US adults, commissioned by Kraken and conducted by Morning Consult, revealed that nearly two-thirds of Americans believe they are falling behind financially compared to thei
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U.S. Congressional Advisory Body: China's Data Advantage May Give It Lead Over U.S. in AI Competition
The U.S. Congress's advisory body, the U.S.-China Economic and Security Review Commission, released a report on Tuesday stating that China is commercializing and monetizing data as a national strategi
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Analysis shows that large Wall Street funds generally hold Google (Alphabet) stock, with 19 out of the 20 largest funds holding it.
Wolf Financial's analysis of the latest 13F reports as of June 30 shows that Google (Alphabet) attracted the most buyers during the same period, with 11 institutions increasing their holdings and 6 de
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Pershing Square Holdings' Q2 2026 letter to shareholders highlighted Brookfield Corporation (BN), noting that despite industry concerns, the company's share price rose by 5% in the second quarter.
Pershing Square Holdings noted in its Q2 2026 letter to investors that Brookfield Corporation (BN) shares rose 5% in the second quarter but were still down 7% year-to-date. The fund believes that Broo
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Pershing Square Holdings: Microsoft (MSFT) Valuation Falls to Decade Low as Investors Worry About AI Disruption and Spending Issues
Pershing Square Holdings, in its Q2 2026 investor letter, noted that Microsoft (MSFT) shares are currently trading at one of their lowest price-to-earnings multiples in the past decade. This reflects
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Global Settlement Network CEO Ryan Kirkley says crypto's 'easy-money era' is ending with over 100 projects shutting down in 2026 due to inflated valuations and weak business models
Kirkley noted that venture investors deployed about $4 billion across 355 crypto and blockchain deals in Q1 2026, roughly half the capital invested in Q4 2025. He also warned that if Bitcoin breaks it
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US July Import Prices Fell 0.4% Month-over-Month, Export Prices Dropped 1.3%
US import prices for July decreased by 0.4% month-over-month, falling short of the estimated 0.1% increase. Export prices also saw a significant decline, dropping 1.3% month-over-month, which was belo
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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 linked a $370,000 theft to a Railway secret leak. Railway has since restored its enterprise build, but customers on other plans are still awaiting redeployment.
Developers linked a $370,000 theft to a Railway secret leak. Railway has since restored its enterprise build, but customers on other plans are still awaiting redeployment.
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OCC outlines waiver route for existing US stablecoin issuers to continue operations after Jan. 18, 2027, warning application alone is insufficient.
OCC outlines waiver route for existing US stablecoin issuers to continue operations after Jan. 18, 2027, warning application alone is insufficient.
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Syrian state news agency SANA reports Israeli forces shot dead a disabled man in southern Syria
Syrian state news agency SANA reports Israeli forces shot dead a disabled man in southern Syria.
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China's A-share market is heading towards a technical bear market, due to diminishing hopes for large-scale stimulus, lackluster corporate earnings, and ongoing concerns about the global AI trade.
China's A-share market is heading towards a technical bear market, due to diminishing hopes for large-scale stimulus, lackluster corporate earnings, and ongoing concerns about the global AI trade.
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Oil prices rise, market focus returns to Middle East geopolitics
International oil prices rose due to renewed geopolitical tensions in the Middle East, while concerns about artificial intelligence eased. Meanwhile, Asian stock markets generally fell.
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Iran's Security Chief Rejects Uranium Transfer as US VP Vance Calls for Reductions
Iran's nuclear program has once again emerged as a major obstacle in negotiations to end the US-Israel war on Iran, with Washington and Tehran remaining divided over uranium enrichment and the future
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Japanese AI startup EpicAI plans to deploy software to accelerate vehicle design reviews for domestic automakers, aiming to match Chinese EV development pace.
Japanese artificial intelligence startup EpicAI plans to deploy its software to accelerate vehicle design reviews for domestic automakers, as they struggle to keep pace with Chinese electric vehicle r
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CrowdStrike Executive: AI Provides Tools for Hackers, But Weak Security Is the Main Reason for South Korean Bank Intrusions
Adam Meyers, Senior Vice President of Counter Adversary Operations at U.S. cybersecurity firm CrowdStrike, stated that while South Korean banks have pledged to increase investment in AI cybersecurity,
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Conflict between Yemeni government forces and Houthi rebels has escalated in Taiz province, leading to widespread infrastructure damage.
According to Al Jazeera, on October 21, 2026, intensified fighting between government forces and Houthi rebels in the al-Mudhaffar district of Taiz province, southwestern Yemen, resulted in severe dam
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Samsung SDI has signed an agreement with the Korea Foundation for the Advancement of Science and Creativity and the Korean Chemical Society to sponsor the Korean national team participating in the International Chemistry Olympiad.
Samsung SDI has signed an agreement with the Korea Foundation for the Advancement of Science and Creativity and the Korean Chemical Society to sponsor the Korean national team participating in the Int
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India's Jio IPO sees overwhelming demand on Day One
India's digital services giant Jio's initial public offering (IPO) has seen overwhelming demand on its first day, standing in sharp contrast to the Reliance group’s recent stock-market performance and
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U.S. Congressman Raskin condemns Israel's detention of dozens of American citizens in the West Bank.
U.S. Congressman Jamie Raskin posted on X, condemning the Israeli army for detaining dozens of American citizens in the West Bank, including Democratic congressional candidate Brad Lander and at least
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Goldman Sachs: Global crude oil shipping costs surge sevenfold in one year, with Middle East routes reaching up to $35/barrel, putting Asian refiners' profits at risk.
Goldman Sachs reported on October 20 that global crude oil freight rates have surged sevenfold within a year, with the global average freight cost skyrocketing from approximately $3/barrel to over $20
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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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Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
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NVIDIA Launches Clinical Surgery AI Simulator Cosmos3-H-Dreams
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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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Anthropic's copyright settlement includes books by South Korean authors for compensation
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Ripple has launched institutional-grade 24/7 multi-asset swap contract trading through its Ripple Prime platform, supporting RLUSD stablecoin collateral. However, HSBC warns that market liquidity remains weak.
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Jio Platforms, a subsidiary of India's Reliance Industries, has launched a record-breaking $3.2 billion IPO, drawing attention to Chairman Ambani's tech transformation.
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