Macro
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At least five grain ships struck near Russian Black Sea ports of Novorossiysk and Tuapse amid heightened Ukrainian strikes
At least five grain ships struck near Russian Black Sea ports of Novorossiysk and Tuapse amid heightened Ukrainian strikes
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OpenAI institutes new safeguards after Hugging Face breach, including enhanced monitoring and network isolation
OpenAI announced new security policies on Tuesday, focusing on containing security incidents during model testing. These measures include more detailed monitoring of models during development, greater
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Broadcom's stock has outperformed the market in 12 of the past 13 years, with analysts suggesting it could do so again in 2026 amid strong AI chip growth
Broadcom's CEO previously stated that the company's AI chip revenue could exceed $100 billion next year. The company's revenue also grew 48% in its most recent quarter, driven by partnerships with hyp
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BlackRock and VanEck reports explain Bitcoin's 50% crash, citing extreme leverage and capital rotation to AI funds
BlackRock's "Re-Underwriting Bitcoin" whitepaper attributes the crash to a market dangerously stretched by October 2025, with futures open interest topping $90 billion, 80% of which was in offshore pe
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Musk stated that SpaceX is expected to achieve an annual revenue of $1 trillion by 2030, one year ahead of schedule.
Elon Musk stated that SpaceX is expected to achieve $1 trillion in annual revenue by 2030, one year ahead of schedule. Analysis indicates that to reach this goal, SpaceX would need to achieve a five-y
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Analysts Predict: SpaceX Stock Price Could Fall Below $100 in the Next Year
The analyst pointed out that SpaceX's stock price, based on its current market capitalization of $1.9 trillion and trailing 12-month revenue of $23 billion, has a price-to-sales ratio of 83x, signific
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Rocket Companies (RKT) stock slipped 2% to $14.50 in Tuesday trading, extending Monday's 2% decline, as higher rates and weak mortgage activity weighed on the housing market.
The stock remains over 40% below its 52-week high. Rocket Companies' Monday performance, with a 2% drop, was better than UWM Holdings (UWMC)'s 6% decline, suggesting it has recently held up better tha
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Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an in
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Gorilla Technology (GRRR) stock rises 3% to $15.47 after Compass Point initiates coverage with a Buy rating and $44 price target
The bullish initiation by Compass Point highlights the potential scale of Gorilla Technology's commercial pipeline, particularly its five-year NeutraDC Batam project in Indonesia, which is expected to
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The Donald Trump administration announced new sanctions against the chief prosecutor of the International Criminal Court (ICC) and a senior lawyer.
U.S. Secretary of State Marco Rubio stated that the sanctions target ICC President Tomoko Akane (Japanese) and senior trial lawyer Abdoulaye Seye (Senegalese), representing the latest escalation in th
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Oracle's key AI data center "Stargate" seeks rerouting for its accompanying natural gas pipeline after two rejections, pushing its operational date to February 2027.
After being rejected twice by the New Mexico State Land Office, Transwestern, a subsidiary of Energy Transfer LP, the builder of the proposed pipeline to supply natural gas to Oracle's large AI data c
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University of California System Offloads $1 Billion of Private Equity Stakes to HarbourVest Partners
University of California System Offloads $1 Billion of Private Equity Stakes to HarbourVest Partners
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Analysis suggests NVIDIA will benefit more directly than Micron from AI infrastructure buildout in 2026, as hyperscaler capital expenditures increasingly flow towards its AI accelerators.
The analysis indicates that hyperscalers (such as Amazon, Microsoft, Google, and Meta Platforms) are projected to invest approximately $700 billion in capital expenditures by 2026, with about two-thir
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Analysis Report: Dollar-Cost Averaging Since 2025 Peak, Bitcoin Outperforms XRP, Losing 16.5% and 41.5% Respectively
According to the analysis report, dollar-cost averaging (DCA) into cryptocurrencies since their respective peaks in 2025 shows that Bitcoin has outperformed XRP. Specifically, investing $100 monthly i
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Microsoft stock is projected to rise, with analysts citing Azure's annual revenue exceeding $100 billion and a commercial backlog of $678 billion.
The analysis indicates that Microsoft Azure's annual revenue surpassed $100 billion for the first time, growing by 43% year-over-year, and is projected to increase by approximately 45% next quarter. T
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AI data center developer Crusoe is in talks with four Wall Street banks, including JPMorgan Chase and Goldman Sachs, regarding an IPO
Crusoe, a private AI data center developer and power provider that serves OpenAI, Oracle, Microsoft, and GE Vernova, is in IPO talks with four Wall Street banks, including Bank of America, Goldman Sac
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Canadian and U.S. negotiators are expected to meet again ahead of the midnight tariff deadline, CBC News reports
Canadian and U.S. negotiators are expected to meet again ahead of the midnight tariff deadline, CBC News reports
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Optics Stocks Fall: Lumentum Down 10%, Corning 8%, AXT 12% on Anthropic's Missed ARR and WSJ AI Liability Report
Optics stocks experienced significant declines on Tuesday, with Lumentum (LITE) falling 10.1%, Corning (GLW) 8.2%, and AXT (AXTI) 12.5%. The downturn was primarily triggered by Anthropic's reported an
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Analysis indicates that Schwab Developed Markets ETF (SCHF) has low fees and high dividends, while iShares Core MSCI Emerging Markets ETF (IEMG) offers high growth potential but also high volatility.
The analysis states that the Schwab International Equity ETF (SCHF) has an expense ratio of 0.03% and offers a dividend yield of 3%; the iShares Core MSCI Emerging Markets ETF (IEMG) has an expense ra
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Neocloud sector stocks plunged due to escalating AI spending concerns, with CoreWeave down 6.8%, Nebius Group down 5.2%, and TeraWulf down 6.5%.
Shares of Neocloud operators fell sharply midday Tuesday as investors re-evaluated a new round of AI spending concerns facing the sector and a sharp rise in long-term interest rates. Among them, CoreW
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BOJ watchers expect rate hikes to conclude by next summer, with PM Takaichi's 2027 appointments seen influencing pace amid her reluctance for increases.
Bank of Japan observers are increasingly betting the central bank will wrap up its current rate-hiking campaign by July next year. Japanese Prime Minister Sanae Takaichi is reportedly reluctant to emb
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Iran's Foreign Minister says Tehran rejected ceasefire proposals, insists war must end, not pause
Iran's Foreign Minister says Tehran rejected ceasefire proposals, insists war must end, not pause
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Analysis suggests that Broadcom (Broadcom) is expected to surpass a market capitalization of $3 trillion within the next two years, joining the ranks of Microsoft, thanks to the strong growth of its AI chip business.
Article analysis indicates that Broadcom currently has a market capitalization of $1.9 trillion, with its stock price increasing by 28% over the past year, while Microsoft's stock price decreased by 7
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Eli Lilly (LLY) stock rose 3.37% to $1223.04, narrowing the early lead of Novo Nordisk in the weight-loss drug market.
Eli Lilly's stock price has rebounded from its 50-day moving average and is currently above its 21-day and 10-day moving averages, demonstrating strong market performance. The company is challenging N
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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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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
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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
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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.
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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
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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
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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
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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
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Taiwan's first-ever chip workers strike begins at Micron plant over AI memory profits sharing
Micron workers at the company's Taoyuan facility in Taiwan launched the semiconductor industry's first-ever strike on Thursday. The dispute with management is over pay and bonuses, as workers believe
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Germany's Merck KGaA opened a new chip materials factory in South Korea on Thursday, expanding molybdenum production to meet demand for advanced memory chips.
German science and technology company Merck on Thursday opened a new semiconductor materials factory in Eumseong, North Chungcheong Province, South Korea, aiming to expand molybdenum production to mee
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Texas Senate Race: Talarico Fires Back at Elon Musk Over Campaign Donation
Democratic nominee James Talarico on Wednesday criticized Elon Musk for donating $158 million in September to a Republican Super PAC that supports Talarico's opponent, Ken Paxton. Talarico accused Mus
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Report: Southeast Asia's AI Adoption Soars, Business Opportunities Extend Beyond Paid Subscriptions
According to CNBC, the latest annual e-Conomy SEA report by Google, Temasek, and Bain & Company reveals that generative AI has reached approximately 243 million people in Southeast Asia, equivalent to
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Asian currencies consolidated against the U.S. dollar, with markets focused on developments in the Middle East.
Asian currencies consolidated against the U.S. dollar, with markets focused on developments in the Middle East.
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Strategists note that the Singapore dollar is increasingly becoming a popular funding currency for JPY carry trades due to low borrowing costs and diminished appreciation expectations.
Strategists note that the Singapore dollar is increasingly becoming a popular funding currency for JPY carry trades due to low borrowing costs and diminished appreciation expectations.
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Critical PHP Web Security Vulnerability Triggers Global Alert; Google, OpenAI, and Amazon Among Tech Giants Responding
A critical cybersecurity vulnerability, "PHP2Shell," discovered in the PHP programming language, has triggered a global alert, potentially allowing hackers to remotely execute malicious code. Tech gia
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Sovereign Wealth Funds' Investments in China and Hong Kong Surge 190% to $14.2 Billion, Led by Middle Eastern Investors
According to data from Singaporean consulting firm Global SWF, sovereign wealth fund investments in mainland China and Hong Kong surged to $14.2 billion in the first nine months of 2026, a 190% increa
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South Korea's vice budget minister calls Future Fund 'fiscal innovation' for future growth
South Korea's vice budget minister said Thursday the country's proposed Future Fund, set to launch next year with funding sources including windfall tax revenue from chipmakers, will serve as "fiscal
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Fund managers are hosting "music festival"-style events aimed at attracting wealth advisors to channel family wealth into private credit markets.
Fund managers are hosting "music festival"-style events aimed at attracting wealth advisors to channel family wealth into private credit markets.
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Yemeni government military sources stated that airstrikes have targeted Houthi personnel and vehicles in the al-Maafer district, south of Taiz.
Yemeni government military sources stated that airstrikes have targeted Houthi personnel and vehicles in the al-Maafer district, south of Taiz.
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Bank of Korea maintains policy rate at 3%, following President Lee Jae-myung's call for increased housing supply.
The Bank of Korea announced on Thursday that it would keep its policy rate unchanged at 3%, in line with market expectations, following two consecutive rate hikes. This decision comes after President
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Meta unveils Muse monetization roadmap after strong earnings and optimistic guidance
Meta unveils Muse monetization roadmap after strong earnings and optimistic guidance
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PHP Foundation admits 'structural failure' delayed critical security fix
The PHP Foundation has acknowledged that a 'structural failure' within its organization led to delays in deploying a critical security fix. This delay resulted in disruptions to government websites an
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Nikkei Edges 0.3% Higher as Wall Street’s Gains Offset Mideast Worries
Nikkei Edges 0.3% Higher as Wall Street’s Gains Offset Mideast Worries
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Wood Mackenzie: China Mineral Resources Group's push for iron ore pricing power may make Japan a price taker
According to consultant Wood Mackenzie Ltd., Japan and other major iron ore buyers risk becoming price takers as China Mineral Resources Group Co. (CMRG), a state-backed purchasing company, seeks grea
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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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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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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
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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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Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
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Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
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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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