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Macro
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Madison Investments: Google parent Alphabet's Q2 results were strong, with search revenue growing by double digits and cloud revenue up over 60%
Madison Investments noted in its Q2 2026 investor letter that Google parent company Alphabet (GOOG) was a major contributor to its performance, driven by strong results in its search and cloud busines
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Egypt maintains interest rates for fourth consecutive time as Iran war sees no end
Egypt maintains interest rates for fourth consecutive time as Iran war sees no end
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Madison Large Cap Fund: Intercontinental Exchange (ICE) Delivers Strong Performance, Misidentified by Market as an "AI Loser"
In its Q2 2026 investor letter, the Madison Large Cap Fund stated that Intercontinental Exchange (ICE), as an operator of leading financial exchanges and ancillary data products, delivered strong resu
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Survey Finds 56% of UK and Irish Payroll Professionals Use AI, With 24% Planning to Adopt
A survey by BrightPay, based on data from 296 industry practitioners, revealed that 56% of payroll specialists in the UK and Ireland occasionally use AI solutions, while an additional 24% intend to ad
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Societe Generale strategist Albert Edwards: Conditions are ripe for a market "accident," but soaring bond yields themselves won't trigger it.
Edwards, known for his pessimistic views, pointed out that rising bond yields make stock investors more vulnerable to bad news, such as a decline in overly optimistic sentiment about profits.
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On the eve of the US midterm elections, the controversy surrounding AI data centers has become a focal point for both parties, with the Governor of Pennsylvania signing an executive order for stringent development standards.
As the US midterm elections approach, the controversy surrounding AI data centers is becoming a bipartisan concern. Pennsylvania Governor Josh Shapiro signed an executive order on Tuesday, setting str
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ETF Market Sees Over $1 Trillion Inflows in 2026, On Track for 'Triple Crown' With Record Launches and Trading Volume
ETF Market Sees Over $1 Trillion Inflows in 2026, On Track for 'Triple Crown' With Record Launches and Trading Volume
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Chainlink's McCormick: AI Agents and Robots to Drive Blockchain Transactions
Chainlink Chief Strategy Officer Johann McCormick expects a multi-chain future as artificial intelligence (AI) lowers the cost of creating new blockchain networks, increasing the need for interoperabi
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Donald Trump announced that James Braid, Director of White House Legislative Affairs, will depart in September.
Donald Trump posted on Truth Social that James Braid, Director of Legislative Affairs for the White House, will be leaving in September. Donald Trump praised James Braid's achievements in Congress, in
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San Francisco Federal Reserve President Daly stated that the Federal Reserve's policy is in a good state.
She responded to the recent bond sell-off and suggested that the U.S. Treasury market is signaling that monetary policy is in a good place.
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Bitdeer signs $400M AI cloud computing deal for Malaysia facility, expects revenue by early 2027 and aims for 350MW capacity by 2028
Bitdeer signs $400M AI cloud computing deal for Malaysia facility, expects revenue by early 2027 and aims for 350MW capacity by 2028
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BNP Paribas Asset Management manager Huynh: U.S. Treasury buyback plan will fuel risk-taking
BNP Paribas Asset Management manager Huynh: U.S. Treasury buyback plan will fuel risk-taking
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Hypersonic missile startup Castelion completes $1 billion Series C funding at a $13 billion valuation.
The funding round was co-led by JPMorgan Chase's Strategic Investment Group, Andreessen Horowitz, and funds managed by Carlyle, comprising $800 million in equity financing and a $250 million revolving
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The S&P 500 index delivered a total return of 10.2% in the first half of 2026, and analysis indicates that historically, such performance usually presages positive returns in the second half of the year.
Yahoo Finance analysis indicates that since 1927, in 30 years where the S&P 500 index gained more than 10% in the first half, 23 of those years also recorded positive returns in the second half, a win
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Smart ring company Oura appoints first CIO and SVP of AI to expand AI health features and prepare for IPO
Oura has appointed Sanjay Chandra as its first Chief Information Officer (CIO) and Han Chiu as its first Senior Vice President of AI and Software Engineering. This move aims to strengthen its AI-drive
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Ideal Power Positions B-TRAN Semiconductor Technology to Address Growing Power Demands of AI Data Centers, Sales Funnel Exceeds $400 Million, and Relates to NVIDIA 800V Architecture Opportunity
The company is advancing B-TRAN prototype development to meet the growing demand for solid-state circuit protection in AI data centers, energy infrastructure, and automotive applications. David Somo,
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Investors cut bets on US and UK rate rises as weaker economic data changes expectations, despite a rally in oil prices.
Investors cut bets on US and UK rate rises as weaker economic data changes expectations, despite a rally in oil prices.
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CFTC Chairman Rostin Behnam says crypto industry will get market structure rules even if Congress fails to pass legislation
Michael Selig, chairman of the U.S. Commodity Futures Trading Commission (CFTC), said on Thursday that the crypto industry will get market structure rules, whether or not Congress passes relevant legi
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The U.S. Treasury Department proposed investment guidance for Donald Trump accounts, emphasizing low-cost investments
The U.S. Treasury Department on Thursday released proposed investment guidance for Donald Trump Accounts, tax-deferred investment accounts for children designed to kickstart long-term savings. The pro
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BlackRock's Ronald Ratcliffe Explains Why Traditional Diversification Fails Wealth Managers Amid Macro Volatility
Ronald Ratcliffe, managing director and head strategist for portfolio analytics at BlackRock Aladdin, stated that traditional portfolio frameworks, developed during periods of stable inflation and dec
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Wall Street's Favorite Private Credit Trade Now Accessible to Regular Investors via Three ETFs, Offering Up to 11% Yields
VanEck BDC Income ETF (BIZD) and Putnam BDC Income ETF (PBDC) offer yields near 11%, while BondBloxx Private Credit CLO ETF (PCMM) provides roughly 6% monthly with less price volatility by investing i
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OpenAI CFO Sarah Friar stated that the company expects to go public in 2027, with a current valuation of $852 billion.
OpenAI CFO Sarah Friar revealed to employees on Wednesday that the company expects to go public in 2027, but the IPO could happen sooner if the business continues to grow. She emphasized that an IPO i
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Morgan Stanley: US AI Data Centers to Face 38 GW Power Shortfall by 2028, Industrial Stocks GE Vernova, Eaton, and Vertiv Expected to Benefit
Morgan Stanley estimates that US data centers will require approximately 68 gigawatts (GW) of power between 2026 and 2028, of which about 15 GW is already under construction and another 15 GW can be s
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Analysts expect a 3.4% increase in the U.S. Social Security cost-of-living adjustment (COLA) for 2027, the largest increase in four years.
Independent Social Security and Medicare analyst Mary Johnson predicts that U.S. Social Security recipients will receive a 3.4% cost-of-living adjustment (COLA) in 2027, which would be the largest inc
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Media mogul John Malone speculates on potential deal between Skydance and SpaceX
Media mogul John Malone speculates on potential deal between Skydance and SpaceX
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SALT Lending highlights how Bitcoin-backed loans can unlock liquidity for real estate, business expansion, and other financial opportunities without selling Bitcoin
SALT Lending highlights how Bitcoin-backed loans can unlock liquidity for real estate, business expansion, and other financial opportunities without selling Bitcoin. The company shared a video on X on
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Iraqi government rejects reports of Yemeni Houthi presence, vows to prevent threats to neighbors
Iraq's government spokesperson, Haider al-Aboudi, has rejected media reports claiming that Yemen's Houthis are operating from a base in Iraq. Al-Aboudi stated that Baghdad will not allow any group to
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Japan's beef imports show increased reliance on Australia, as U.S. drought impacts cattle herds.
Nikkei Asia reports that Japan's reliance on Australian beef is growing due to climate change impacts on global beef production, with over 50% of its imports now coming from Australia. To diversify so
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Saudi Crown Prince Mohammed bin Salman received a written message from Egyptian President Sisi. The two sides discussed strengthening bilateral relations and coordinating responses to regional developments.
Saudi Crown Prince Mohammed bin Salman received a written message from Egyptian President Sisi. The two sides discussed strengthening bilateral relations and coordinating responses to regional develop
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Six blockchain organizations, including Chainlink and Cardano, are urging the SEC to formally recognize digital commodities as non-securities in its proposed regulatory framework.
Six blockchain organizations, including Chainlink and Cardano, are urging the SEC to formally recognize digital commodities as non-securities in its proposed regulatory framework.
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Israel's opposition claims a new leadership could ease international pressure, while the ruling party deems international condemnation hypocritical.
Israel's opposition believes that the current international pressure on Israel stems from a "communication problem," and that a better leader could convince the world not to impose sanctions. However,
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SlowMist Warns Crypto Industry of Critical PHP Vulnerabilities Rated 9.2 CVSS v4.0
SlowMist's MistEye threat intelligence system conducted a global scan of PHP-related assets across the crypto industry following the disclosure of two critical remote code execution vulnerabilities, C
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Financial Times: Major capital pools globally are funding AI infrastructure construction, which may ultimately be borne by ordinary people.
Financial Times: Major capital pools globally are funding AI infrastructure construction, which may ultimately be borne by ordinary people.
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Canada's LNG Canada has received approval for a $33 billion expansion project, but critics are concerned about its association with human rights and environmental issues.
Canada is seeking to expand its liquefied natural gas (LNG) operations, with LNG Canada having secured approval in late September for a $33 billion expansion project aimed at doubling output at its Ki
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Yemen's armed forces claim to have carried out 835 targeted operations against Houthi militants in the past 24 hours.
Yemen's armed forces claim to have carried out 835 targeted operations against Houthi militants in the past 24 hours.
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Egyptian President Sisi: Military support for Saudi Arabia limited to defense, excludes attack on Yemen; Parliament delays vote until Oct 26
Egyptian President Abdel Fattah al-Sisi stated that Egypt's military effort to defend Saudi Arabia would not include an attack on Yemen, limiting its scope to defending the kingdom's territory and bor
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Ledn completed a $188 million Bitcoin-backed asset securitization in February 2026, receiving an investment-grade rating from S&P for the first time.
Ledn completed a $188 million Bitcoin-backed asset securitization in February 2026, with $160 million in senior notes receiving a preliminary "BBB-" rating from S&P Global, Decrypt reported. SVB state
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JPMorgan Chase's Turkish securities unit plans to cease operations.
JPMorgan Chase's Turkish securities unit plans to cease operations.
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Musk reposted a tweet from Peter Diamandis, who called for increasing people's purchasing power, helping them participate in wealth creation, and maintaining confidence during the global technological transformation.
Musk reposted a tweet from Peter Diamandis, who called for increasing people's purchasing power, helping them participate in wealth creation, and maintaining confidence during the global technological
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The U.S. Embassy in Yemen accused Houthi rebels of forcing Yemeni children to fight, stating that they have "kidnapped a generation of Yemenis" and sent them to battle.
The U.S. Embassy in Yemen accused Houthi rebels of forcing Yemeni children to fight, stating that they have "kidnapped a generation of Yemenis" and sent them to battle.
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Ukrainian Drone Attacks Cripple Russian Diesel Exports, Trump Blames Ukraine for Soaring Diesel Prices
Ukraine launched a large-scale drone attack on Russia this week, striking key oil infrastructure and significantly reducing Russian diesel exports, CNBC reported. Tatiana Mitrova, an expert at Columbi
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China and Russia are "valuable forces for stability in a turbulent world," Chinese Premier said, according to Xinhua News Agency.
China and Russia are "valuable forces for stability in a turbulent world," Chinese Premier said, according to Xinhua News Agency.
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U.S. Fuel Sellers Warn: Proposed FERC Policy Changes Could Drive Up Gasoline and Diesel Prices
U.S. Fuel Sellers Warn: Proposed FERC Policy Changes Could Drive Up Gasoline and Diesel Prices
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Russian officials have accepted the US proposal for trilateral talks with Ukraine, according to US officials.
Russian officials have accepted the US proposal for trilateral talks with Ukraine, according to US officials.
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The deputy commander of Iran's Revolutionary Guard stated that Iran is capable of targeting U.S. Navy vessels with missiles, and its missile capabilities have improved in both quantity and technology.
The deputy commander of Iran's Revolutionary Guard stated that Iran is capable of targeting U.S. Navy vessels with missiles, and its missile capabilities have improved in both quantity and technology.
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Japan's Prime Minister Urges PHP Patching, Suggests Temporary Site Shutdowns Due to Two Critical Flaws Allowing Remote Code Execution
Japan's Prime Minister Urges PHP Patching, Suggests Temporary Site Shutdowns Due to Two Critical Flaws Allowing Remote Code Execution
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Singapore's equities market sees encouraging signs, with average daily trading volumes exceeding S$2 billion, over 40% higher than in 2025.
Chee Hong Tat, Minister for National Development and Deputy Chairman of the Monetary Authority of Singapore (MAS), stated that turnover among Next 50 constituents increased by 93% from 2025, and 10 ne
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China's Oppo aims to double premium smartphone sales in Europe by 2027 amid component shortages
China's leading smartphone maker Oppo announced its goal to double sales of its premium smartphones in Europe by 2027. This strategy comes as the global handset industry faces unprecedented shortages
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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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Oracle, Meta, and SpaceX credit default swaps (CDS) hit all-time highs, as the market anticipates a surge in AI-related bond issuance in Q4.
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Liu Jun, President of Industrial and Commercial Bank of China (ICBC): Commercial Banks Bear Heavier Financial and Legal Responsibilities Than Central Banks in AI Deployment
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Bain Survey: Chinese Consumers Prioritize Technology in Car Purchases, While Europeans and Americans Still Value Price; Western Automakers Face Dual Pressure
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Anthropic pitches AI safety bill that would require judge's permission to block models
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Anthropic reportedly faces a compute shortage as cloud giants view it as a competitor, plans November IPO.
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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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Media reports: Amazon Web Services (AWS) has billions of dollars worth of NVIDIA chips backlogged in its warehouses due to power shortages, leading to negative free cash flow.
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Hansoh Pharmaceutical inks up to $15B drug deal with Roche, China's innovative drug out-licensing hits $130B
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King Charles III of the UK praised Oman's peaceful efforts in reopening the Strait of Hormuz.
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U.S. equity index futures rose, boosted by strong earnings reports from AI-related companies.
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