Macro
-
Value investing giant Seth Klarman's Baupost Group increased its stake in Genuine Parts (GPC) by 89% in the second quarter, valued at approximately $332.3 million.
Value investing giant Seth Klarman's Baupost Group increased its stake in Genuine Parts (GPC) by 89% in the second quarter, valued at approximately $332.3 million.
-
Josh Gottheimer, a senior member of the House Intelligence Committee's cyber subcommittee, disclosed the purchase of three cybersecurity stocks.
A periodic transaction report filed by Representative Josh Gottheimer (D-NJ) on August 10 shows that he purchased shares of CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL), with ea
-
Iranian Clubs to Play Qatar and UAE Sides at Neutral Venues in Asian Champions League Elite Amid Regional Conflict
Iranian Clubs to Play Qatar and UAE Sides at Neutral Venues in Asian Champions League Elite Amid Regional Conflict
-
Bank of Israel Governor Yaron said the outcome of the next policy meeting has not been predetermined.
Bank of Israel Governor Yaron stated that the outcome of the next policy meeting is not predetermined, implying that interest rates could be adjusted at that time. He noted that the Israeli economy ha
-
Colombian Q2 GDP Growth Jumps to 3.5%, Exceeding Expectations
Colombia's economic growth of 3.5% in the second quarter surpassed forecasts, providing a strong start for President Abelardo de la Espriella as he begins his four-year term.
-
Bloomberg strategist Simon White warns that the "ultra-low correlation" in US stocks faces a risk of severe shocks, and anomalous gamma fluctuations could become the "switch" for market volatility.
White pointed out that the current abnormal fluctuations in Gamma are weakening option traders' ability to suppress market volatility. Once Gamma rapidly turns negative, option traders' hedging behavi
-
Pentagon considers reducing Persian Gulf troop presence
The U.S. Pentagon is considering reducing its troop presence in the Persian Gulf following the Iran war, as repeated Iranian strikes exposed vulnerabilities at major American bases. Options include sh
-
The U.S. 10-year government bond yield rose to a near 19-month high on Tuesday, as the standoff between the U.S. and Iran over the Strait of Hormuz continued.
This move follows a jump in yields on Monday, and as Iran has threatened an offensive. Rising oil prices could exacerbate inflationary pressures at a time when the S&P 500 bull market faces challenges
-
Donald Trump-linked World Liberty says AI platform WorldClaw is independent, but refuses to disclose financial relationship
World Liberty Financial (WLFI), a crypto company co-founded by the Donald Trump family, stated that the AI aggregation platform WorldClaw is an independent company, and WLFI does not own or operate Wo
-
LinkedIn study finds Millennials and Gen Z are securing fast-growing, high-paying AI jobs, with median salaries for typical AI roles at $177,000
The research indicates that young workers are thriving in the AI job market, despite facing difficulties in the broader job market. Gen Z accounts for over two-thirds of hires for roles like forward d
-
Bank of America Says NVIDIA Stock May Be Undervalued by 34%-50%, Maintains "Buy" Rating and $350 Price Target
Bank of America stated that NVIDIA's stock may be undervalued by 34% to 50%, as investors might have exaggerated AI-related risks. The bank believes that NVIDIA's aggressive investments in AI represen
-
SPOT GOLD FALLS OVER 1% TO $4,362.79/OZ
SPOT GOLD FALLS OVER 1% TO $4,362.79/OZ
-
Bank of America hikes price targets on cybersecurity stocks, citing worsening AI-based threat landscape
The bank raised its price targets for SentinelOne (S), SailPoint (SAIL) and Zscaler (ZS), believing that the rebound in cybersecurity stocks from previous worries about AI model builders becoming comp
-
UAE Defense Ministry announced on X that its air defense systems detected a missile threat.
UAE Defense Ministry announced on X that its air defense systems detected a missile threat.
-
Four well-known billionaire investors increased their holdings in Lattice Semiconductor (LSCC) by over $600 million, while Druckenmiller liquidated his $30 million stake.
According to 13F filings disclosed on August 14, Steve Cohen's Point72, Daniel Sundheim's D1 Capital, Dmitry Balyasny's Balyasny Asset Management, and Israel Englander's Millennium Management funds si
-
Value Investing Legend Howard Marks' Oaktree Capital Discloses New $60.9M Position in Sea Limited (SE), Stock Down 30% Over Past Year
Value Investing Legend Howard Marks' Oaktree Capital Discloses New $60.9M Position in Sea Limited (SE), Stock Down 30% Over Past Year
-
Baron Capital is optimistic about Blackstone Private Credit Fund (BXDC) in its Q2 2026 investor letter, highlighting its strong leadership and a project pipeline of $25 billion.
Baron Capital is bullish on Blackstone Private Digital Infrastructure Trust (BXDC) in its Q2 2026 investor letter, highlighting its strong leadership and $25 billion project pipeline. Baron Capital no
-
Meta Platforms' Q2 expenses surged 55%, significantly outpacing its 28% revenue growth; renowned investor Steve Eisman called its AI spending "staggering" and questioned its profitability.
Meta Platforms' Q2 R&D expenses surged by 67% to $21.66 billion, with full-year capital expenditures projected to reach $130 billion to $145 billion. The company's free cash flow dropped to $784 milli
-
Lookonchain detected that the Royal Government of Bhutan continues to sell Bitcoin, transferring another 300 BTC ($19.28M) to a new wallet 2 hours ago.
Lookonchain detected that the Royal Government of Bhutan continues to sell Bitcoin, transferring another 300 BTC ($19.28M) to a new wallet 2 hours ago.
-
HashKey Exchange to use Hong Kong's first regulated stablecoin, HKDAP, for cross-border trade and insurance settlements
HashKey Exchange, Hong Kong's largest cryptocurrency exchange, will utilize HKDAP, the city's first regulated Hong Kong dollar-pegged stablecoin, to settle cross-border trade transactions with the UAE
-
Michael Burry revealed that his Scion Asset Management has gone long on animal health company Zoetis (ZTS), citing its higher gross margins and lower debt compared to peers, despite the stock having fallen approximately 40% this year.
Michael Burry revealed that his Scion Asset Management has gone long on animal health company Zoetis (ZTS), citing its higher gross margins and lower debt compared to peers, despite the stock having f
-
Analysis suggests Micron Technology stock could jump over 200% by end of 2027, driven by AI-fueled memory demand and supply tightness
The Motley Fool analysis indicates that Micron Technology's revenue could exceed $260 billion in calendar 2027, nearly triple its past year's revenue, supported by strong DRAM and NAND flash market sh
-
Cleveland Fed Survey: Business Executives Expect CPI Inflation of 3.3% in Coming Year, Down From 3.7% in Q2
Business executives surveyed by the Cleveland Fed also anticipate little change in wage growth (2.8% for the coming year, vs 2.9% in last year's survey) and employment levels. Anticipated R&D spending
-
Kalshi seeks to launch perpetual futures tied to equity indexes, including a "US500" perp linked to the MerQube U.S. Large Cap Index, according to a regulatory filing.
Kalshi seeks to launch perpetual futures tied to equity indexes, including a "US500" perp linked to the MerQube U.S. Large Cap Index, according to a regulatory filing.
-
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
-
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
-
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
-
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
-
Developers link 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 link 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.
-
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.
-
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.
-
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.
-
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.
-
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
-
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
-
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,
-
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
-
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
-
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
-
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
-
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
-
South Korea's JB Financial Group has entered the Central Asian market for the first time by acquiring a 100% stake in Kyrgyzstan's Epoke Company.
South Korean JB Financial Group is expanding its business into Central Asia by acquiring 100% of Kyrgyzstan-based financial company Epoke, seeking growth opportunities beyond the Southeast Asian marke
-
Yemen government warns Houthi gatherings are ‘legitimate military targets’
Yemen’s internationally recognised government has warned civilians in Houthi-controlled areas against participating in gatherings organised by the group, stating that such gatherings would be consider
-
Indonesian stocks fell 2.7%, ending a two-day rebound, as renewed concerns over a potential MSCI downgrade solidified its position as the world's worst-performing stock market this year.
Indonesian stocks fell 2.7%, ending a two-day rebound, as renewed concerns over a potential MSCI downgrade solidified its position as the world's worst-performing stock market this year.
-
Deutsche Bank: Middle East Situation to Lead to "Extreme Choice" for Brent Oil Prices Between $74 and $130 in 2027
Deutsche Bank energy analyst Michael Hsueh's research indicates that the trajectory of the Middle East situation will be key in determining Brent crude oil prices in 2027. If peace talks are achieved
-
Qatar and France call for opening the Strait of Hormuz and implementing a Gaza ceasefire.
Following a meeting in Doha, Qatar's Emir Sheikh Tamim bin Hamad Al Thani and French President Emmanuel Macron issued a joint statement emphasizing the restoration of "unrestricted or uncharged" freed
-
U.S. Congresswoman Delia Ramirez stated that Israel's "genocide against Palestinians is not over" and called for the passage of the "No Bombs Act."
U.S. Congresswoman Delia Ramirez posted on X that Israel's "genocide of Palestinians is not over" and is funded by American taxpayers. She noted that 500,000 Palestinians will lose aid as the UN World
-
Nikkei Asia: Southeast Asian Drought and Rising Biodiesel Demand Expected to Keep Palm Oil Prices High Next Year
Palm oil prices are expected to remain elevated next year due to lower output caused by drought in key Southeast Asian producing regions and rising demand for biodiesel, Nikkei Asia reported, citing m
-
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
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.
-
3
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.
-
4
Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
-
5
Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
-
6
NVIDIA Launches Clinical Surgery AI Simulator Cosmos3-H-Dreams
-
7
U.S. Secretary of State Marco Rubio visits India's Reliance refinery, discusses refining Venezuelan crude to diversify energy supplies and advance potential $300B U.S. refinery deal
-
8
OpenAI says its AI model found a critical PHP vulnerability, leading to government websites in multiple countries going offline.
-
9
Anthropic's copyright settlement includes books by South Korean authors for compensation
-
10
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.
Markets Today
Recommended Reading




