Macro
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Norway's crude oil production in July fell by nearly 200,000 barrels per day year-on-year to 1.776 million barrels per day, as the supply crisis in the Gulf region continued.
Preliminary data from the Norwegian Offshore Directorate shows that the country's crude oil production averaged 1.776 million barrels per day (bpd) in July, a decrease of approximately 195,000 bpd fro
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Google raises 2026 capital expenditure guidance to $195 billion-$205 billion, mainly for data centers
Google (Alphabet) has raised its 2026 capital expenditure guidance from the initially projected $175 billion-$185 billion to $195 billion-$205 billion, primarily for data centers. Analysts believe thi
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Billionaire Stanley Druckenmiller's Duquesne Family Office Liquidated Micron, Intel, and Broadcom in Q2, Initiating New Positions in AI Infrastructure Stocks Equinix and Lam Research
Stanley Druckenmiller's Duquesne Family Office sold off its entire holdings in Micron,
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Micron Technology Unveils $10 Billion AI Memory Research Lab in Boise to Advance Memory Technologies Over Next Decade
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise
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Motley Fool Analyst: Amazon AWS Q2 Backlog Reaches $496 Billion, Highlighting Strong Demand and Insufficient Supply
Motley Fool analysts point out that Amazon's cloud computing division, Amazon Web Services (AWS), had a backlog of $496 billion at the end of the second quarter. The analysis suggests that this figure
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Apple CEO Tim Cook to step down in September, hardware chief John Ternus to take over; Wall Street expects new CEO to focus on more product innovation to adapt to the AI era
Apple CEO Tim Cook will step down in September, to be replaced by hardware chief John Ternus. Wall Street expects Ternus to adopt a different strategy, focusing on more product innovation to adapt to
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Bitcoin surges past $72,000 after Trump's pro-crypto pledge and US Treasury's bond buyback announcement
Bitcoin surpassed $72,000 for the first time since June 1, driven by two key developments. First, the US Treasury announced it would at least double longer-term government bond buybacks to increase ma
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Vanguard releases private equity allocation framework, recommends allocation range of 0% to 40% of equity exposure for ultra-high-net-worth investors, and warns of illiquidity and high costs.
Vanguard released an investor allocation framework on August 14, expressing caution about the role of private equity in workplace retirement plans. This follows Donald Trump signing an executive order
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U.S. Social Security Administration (SSA) Union Workers Demand Congress Restore Approximately $3 Billion in Funding and Hire 20,000 More Employees
The American Federation of Government Employees (AFGE) stated that these funds had been lost due to budget cuts, and the increased hiring aims to boost the workforce by approximately 40% from current
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U.S.-Canada Preliminary Trade Agreement: U.S. to Reduce Tariffs on Canadian Steel and Aluminum to 25%, and on Automobiles to 15%
According to informed sources, the preliminary trade agreement reached between the United States and Canada will reduce tariffs on Canadian steel and aluminum exports to 25%, and cut tariffs on Canadi
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Billionaire Stanley Druckenmiller's Duquesne family office bought $128 million worth of Argentina's YPF stock in Q1 and increased its holdings in Mexico's BBB Foods and an Argentina ETF.
Duquesne Family Office purchased $128 million worth of shares in Argentina's state-owned oil producer YPF SA in the first quarter of 2026, while also increasing its holdings in Mexican discount grocer
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Strategist Mark Connors: Treasury Buybacks Could Drive Bitcoin to $180,000
Longtime bond market investor Mark Connors believes routine government bond buybacks will improve liquidity, bringing bitcoin's next rally closer.
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Meta is launching its AI-powered "vibe-code" game app Pocket in the US market, following testing in Brazil.
This experimental app allows users to generate small interactive games via AI prompts, which can then be shared, saved, or remixed. This move is Meta's latest effort to mainstream AI creation tools, f
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New poll shows 64% of Americans believe Donald Trump family's crypto investments are inappropriate
A new poll of 1,166 Americans shows a clear partisan divide in public opinion on the matter, with most Republicans believing it is appropriate for Donald Trump and his family to invest in cryptocurren
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Veteran bond investor Scott Colbert warns that corporate bond prices are too high, the risk-reward is no longer reasonable, and investors should not be overly greedy.
Scott Colbert, head of fixed income at Commerce Bank, said that while he expects the economy to accelerate in the coming months, corporate debt has become too expensive, with an extremely low toleranc
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Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
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Jim Cramer Calls Micron, Western Digital, and Two Other Memory Chip Stocks "Indispensable," Says Investors "Can't Miss" Them as AI Demand Soars
The financial commentator pointed out that AI is driving storage chip stocks to soar, quoting Elon Musk's view that "memory has become the bottleneck." Cramer believes that although the storage chip m
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Billionaire David Tepper's Appaloosa Management Increased Holdings in Amazon, Meta, Google, and NVIDIA Stocks in Q2
Billionaire investor David Tepper's Appaloosa Management aggressively increased its holdings in "Magnificent Seven" stocks such as Amazon, Meta Platforms, Google, and NVIDIA during the second quarter.
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Meta significantly lags behind Google, Microsoft, and Amazon in AI market capitalization, while private AI competitor Anthropic's valuation may be approaching Meta's.
Meta is reportedly underperforming other tech giants in the AI market. The company's current market capitalization is approximately $1.39 trillion, significantly lower than Google ($4.19 trillion), Mi
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CoinDesk Analysis: Banks are putting deposits on-chain through a permissioned system, with JPMorgan Chase launching JPMD to meet privacy and compliance requirements
CoinDesk analysis indicates that banks are putting deposits on-chain, but are choosing permissioned systems over open ones to meet privacy and compliance requirements. For example, JPMorgan Chase has
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The Federal Reserve announced the termination of its enforcement action against Deutsche Bank AG and its U.S. operations.
The Federal Reserve announced on August 20 that it had terminated, on August 13, the consent cease and desist order against Deutsche Bank AG, DB USA Corporation, and Deutsche Bank’s New York branch th
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Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
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BNP Paribas' Guneet Dhingra Warns US Treasury's Unpredictable Debt Strategy Risks Higher Borrowing Costs, Citing a 'K-Shaped Bond Market'
Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, stated that the lack of predictability in the US Treasury’s debt management strategy could ultimately lead to increased borrowing costs, drawi
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Madison Large Cap Fund highlights Keysight Technologies (KEYS) in Q2 2026 letter, noting 31% revenue growth to $1.72 billion driven by AI use cases
In its second-quarter 2026 investor letter, Madison Large Cap Fund stated that Keysight Technologies, Inc. (KEYS) reported strong quarterly results and an even better outlook. The company's revenue gr
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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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Iranian military spokesman warns Trump and Netanyahu: You are heading for decline and cannot escape the quagmire of death.
According to Iran's Fars News Agency, Brigadier General Abolfazl Shekarchi, spokesperson for the Iranian Armed Forces, issued a warning to US President Donald Trump and Israeli Prime Minister Netanyah
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Trump to Highlight Fight Against Overseas Crypto Scams at White House Event; U.S. Crypto Fraud Losses Reached $11.3 Billion in 2025
President Donald Trump will highlight his administration's actions to combat foreign criminal networks that lure Americans into fraudulent crypto investments at a White House event on Wednesday. White
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Coinbase CEO Brian Armstrong: Partnering with Mastercard to Power "Agent Commerce," Involving x402, CoinbaseDev, and Base
Coinbase CEO Brian Armstrong expressed excitement about partnering with Mastercard to enable "agentic commerce," a collaboration involving x402, @CoinbaseDev, and @base. He believes "agentic finance"
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Ukraine discussed the situation in Russian-occupied Oleshky with the US, according to RBC-Ukraine, citing a Kyiv negotiator.
Ukraine discussed the situation in Russian-occupied Oleshky with the US, according to RBC-Ukraine, citing a Kyiv negotiator.
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Yemen army accuses Houthis of attacking Aden and Al-Rayyan airports with ballistic missiles
A Yemeni government forces spokesperson accused the Houthis of targeting Aden International Airport with one ballistic missile and Al-Rayyan Airport in Mukalla with three ballistic missiles in the pas
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UBS cuts starting VP salaries for junior bankers in Zurich by CHF 20,000.
Investment bankers promoted to junior vice president in Zurich this year at UBS Group AG saw a smaller pay increase after the bank adjusted its compensation structure, with starting salaries cut by 20
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U.S. crude oil inventories plummeted by 3.06 million barrels last week, far exceeding the expected decrease and suggesting tightening supply that could push oil prices higher.
U.S. crude oil inventories plummeted by 3.06 million barrels last week, far exceeding market expectations of a 324,000-barrel decrease, signaling tighter U.S. oil supply and potentially upward pressur
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Bloomberg: Middle East Oil Shipments Near Pre-War Levels Despite Increased Iranian Attacks in Strait of Hormuz
Bloomberg: Middle East Oil Shipments Near Pre-War Levels Despite Increased Iranian Attacks in Strait of Hormuz
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OpenAI: PHP Vulnerability Is One of the Most Impactful in Recent Memory Due to Its Severity and Widespread Use
OpenAI: PHP Vulnerability Is One of the Most Impactful in Recent Memory Due to Its Severity and Widespread Use
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Putin's Aide Says Ukraine War Moving Toward an End, Citing Vesti
Putin's Aide Says Ukraine War Moving Toward an End, Citing Vesti
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Kremlin says new round of trilateral talks between Russia, United States, and Ukraine may take place in Abu Dhabi
Kremlin says new round of trilateral talks between Russia, United States, and Ukraine may take place in Abu Dhabi
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Al Jazeera reports that the United States continues to use its veto power at the United Nations to protect Israel, and whoever wins the Israeli election will inherit continued protection from Washington.
Al Jazeera reports that the United States continues to use its veto power at the United Nations to protect Israel, and whoever wins the Israeli election will inherit continued protection from Washingt
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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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