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Macro
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Goldman Sachs Estimates AI Capex to Reach $7.6 Trillion by 2031, Far Exceeding Current Revenue, Which Could Challenge Nvidia and Benefit Microsoft
Goldman Sachs estimates cumulative AI capital spending will reach approximately $7.6 trillion from 2026 through 2031. However, current revenue from major AI players like OpenAI and Anthropic, which ge
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Japan's trade ministry will seek an additional $944 million (150 billion yen) for homegrown chipmaker Rapidus in the fiscal 2027 budget.
The investment aims to boost Rapidus' capital to encourage lending by top banks, as the company targets mass production of 2-nanometer chips by fiscal 2027.
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Orbital data center startup Starcloud completes $250 million funding round, valued at $2.3 billion
Starcloud, a satellite company developing orbital AI inference, has raised an additional $250 million in a funding extension, following its $170 million Series A round in March, bringing the company's
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Trump administration appoints former JPMorgan Chase executive Matt Zames as an unpaid advisor to the Social Security Administration
Zames will assist Social Security Commissioner Frank Bisignano, a former JPMorgan colleague, in modernizing the agency, which currently relies on decades-old technology systems. The SSA's trust fund i
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Prediction Markets Increasingly Skeptical on Near-Term US-Iran Nuclear Deal
Kalshi, a prediction market platform, currently prices the chances of a deal at 11% before March 1, 2027, 22% before January 1, 2028, and 35% before January 20, 2029.
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U.S. S&P Global August Flash Composite PMI Rises to 56.0 (vs 54.5 in July), Services PMI Jumps to 56.8 (Forecast 54.0)
U.S. S&P Global August Flash Manufacturing PMI also came in at 53.2, slightly below the forecast of 53.9.
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Private equity firm Apollo confirms data breach amid hacking wave targeting financial giants, according to TechCrunch.
Private equity firm Apollo confirms data breach amid hacking wave targeting financial giants, according to TechCrunch.
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The U.S. military says it has helped 660 million barrels of oil pass through the Strait of Hormuz since May.
U.S. Central Command told CNBC this week that it also assisted approximately 1,300 merchant vessels through the strait during the same period. Despite Iranian threats and attacks, these figures indica
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JPMorgan warns of autumn market downturn, seeing AI trade echo 2000 tech boom amid weakening internals and fading conviction.
The bank cites weakening market internals, defensive rotation, and fading conviction in AI stocks as key risks. Strategist Jason Hunter notes similarities between today’s AI trade and the 1999-2000 te
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Apple pays Ireland $17 billion in back taxes after court ruling
The latest documents disclose Apple's tax liabilities worldwide, with this payment made pursuant to a previous court ruling on retrospective taxation.
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The United States is relocating military assets, including aircraft carriers, from Asia to the Middle East in response to the war with Iran, sparking concerns among Asian allies about a diminished deterrent against China.
The war between the United States and Israel against Iran has entered its sixth month. This week, the US redeployed its last aircraft carrier in Asia, the USS George Washington, from Japan to the Midd
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The U.S. Redesignates Hezbollah as an Iranian Proxy, Sanctions its Funding Network
The U.S. Treasury Department announced it has redesignated Lebanon's Hezbollah as an agent of Iran and imposed sanctions on a network allegedly providing funding to the organization. This network purp
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Nvidia reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure
The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips. Cloverleaf Infrastructure specializes in securing reliable electricity a
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The South African Rand appreciated against the US Dollar to below 16, erasing previous losses caused by the Iran war.
The South African Rand appreciated against the US Dollar to below 16, erasing previous losses caused by the Iran war.
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Rapidan Energy Group: Global Crude Refining System Has No Room for Error
Bob McNally, founder and president of Rapidan Energy Group, stated that the global crude oil refining system has no room for error. He pointed out that increased Ukrainian attacks on Russian refinerie
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Hermine Wong, a lecturer at UC Berkeley School of Law, believes the CLEAR Act is an anti-crypto bill.
Wang pointed out that while any comprehensive crypto legislation would seem like progress after years of stalled bills, inadequate enforcement, and catastrophic collapses, the CLEAR Act is turning thi
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UBS raises S&P 500 target price, expecting 8,100 points by December 2026 and 8,400 points by June 2027
UBS raised its S&P 500 target price, expecting it to reach 8100 points by December 2026 and 8400 points by June 2027. The bank increased its earnings per share (EPS) forecasts for 2026 and 2027 to $35
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Citi recommends buying any market dip ahead of the U.S. midterm elections, maintaining an Overweight rating on equities.
The bank cites supportive earnings revisions, improving liquidity conditions, and limited warning signs despite recent AI-related concerns. Citi continues to favor U.S. stocks, believing sector rotati
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TD Securities expects that the Federal Reserve Chairman Kevin Warsh may bring moderate comfort to the market at next week's Jackson Hole Symposium.
TD Securities analysts noted that markets will focus on signals from Federal Reserve Chair Kevin Warsh regarding his policy approach and a reaffirmation of his commitment to fighting inflation. The fi
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Iranian President Pezeshkian stated that given Iran's current position of strength and the world's recognition of its victory, Iran should immediately end the war.
Iranian President Pezeshkian stated that given Iran's current position of strength and the world's recognition of its victory, Iran should immediately end the war.
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India opens its nuclear power sector, requiring investors to meet a high security bar, particularly regarding their ability to safeguard critical infrastructure.
India opens its nuclear power sector, requiring investors to meet a high security bar, particularly regarding their ability to safeguard critical infrastructure.
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Trump stated he has concluded a deal to substantially lower the price of ground beef.
Trump stated he has concluded a deal to substantially lower the price of ground beef.
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U.S. long-term government bond yields remained near multi-decade highs after a volatile week, with the 30-year government bond yield hitting a nearly 20-year high of 5.311% on Monday before falling back to around 5.23% on Friday.
U.S. long-term government bond yields remained near multi-decade highs after a volatile week, despite efforts by the U.S. Treasury to stabilize the market. The 30-year government bond yield, which tou
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Chinese Insurer Ping An Eyes Hong Kong ETFs After Beijing Greenlights Cross-Border Investment
Ping An's board secretary, Richard Sheng, stated that allowing mainland insurance funds to invest in Hong Kong-listed ETFs is expected to strengthen the ties between Hong Kong and mainland capital mar
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Gaza Health Ministry Reports 74,494 Killed, 175,604 Wounded Since October 2023
The Gaza Health Ministry reported that 74,494 people have been killed and 175,604 wounded in Gaza since October 2023. Additionally, since the so-called ceasefire in October 2024, 1,534 Palestinians ha
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OpenAI expands ChatGPT Ads to 26 new countries, accelerating diversification push
OpenAI on Wednesday announced it will roll out ChatGPT Ads to 26 additional countries, its latest push to build out its nascent advertising unit. This expansion brings ChatGPT Ads to a total of 89 cou
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Former U.S. President Donald Trump praised the UK's North Sea oil drilling efforts, calling for "full speed ahead" and to "tear down the expensive and ridiculous windmills."
Former U.S. President Donald Trump praised the UK's North Sea oil drilling efforts, calling for "full speed ahead" and to "tear down the expensive and ridiculous windmills."
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Goldman Sachs: US Stock Buyback Blackout Period Ends, Trillions in Buying Power to Return
Goldman Sachs analysts note that as the quiet period for share buybacks lifts during the US stock earnings season, corporate buyback windows will rapidly reopen. Currently, only 12% of S&P 500 compani
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Israeli forces expand occupation zone in eastern Gaza Strip.
Israeli forces have further expanded their occupation zone in eastern Gaza under the cover of heavy artillery and intense shelling, according to local sources. The Israeli military has been expanding
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France's Macron makes surprise stop in Riyadh amid heightened Houthi attacks on Saudi Arabia
French President Emmanuel Macron has landed in the Saudi capital, Riyadh, in a surprise stop on his Gulf tour. This visit comes after weeks of intensified Houthi attacks on Saudi Arabia and marks Macr
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The Bank of Japan (BOJ) may officially declare it has achieved its 2% inflation target at next week's meeting, signaling an exit from its "anti-deflation mode."
According to Kyodo News, the Bank of Japan (BOJ) will hold its monetary policy meeting from October 29 to 30, where it will make an official judgment on whether the inflation rate has reached its long
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South Africa to Cut Fuel Levy for Two Months Starting November
South African Finance Minister Enoch Godongwana announced that the fuel levy will be cut for two months starting in November, providing a second round of temporary relief to motorists and commuters af
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Securitize, the tokenization platform behind funds from BlackRock, Apollo and KKR, will mint stablecoins directly with federally chartered Anchorage Digital Bank, bypassing intermediaries.
Securitize, the tokenization platform behind funds from BlackRock, Apollo and KKR, will mint stablecoins directly with federally chartered Anchorage Digital Bank, bypassing intermediaries.
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Vault12 warns SEC's proposed safe harbor for crypto tokens may not provide enough certainty for exchanges to list them
Crypto wallet backup firm Vault12, which raised $17.45 million in 2018 by selling its Vault Guardian Token (VGT), has submitted a comment letter to the U.S. Securities and Exchange Commission (SEC) ar
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South Africa raised its borrowing requirement for the current fiscal year by 54.2 billion rand ($3.3 billion), primarily to fund a domestic bond repurchase program aimed at smoothing redemptions.
South Africa raised its borrowing requirement for the current fiscal year by 54.2 billion rand ($3.3 billion), primarily to fund a domestic bond repurchase program aimed at smoothing redemptions.
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South Africa's Finance Minister announced new budget rules to ensure fiscal sustainability, following the peak and stabilization of government debt.
South Africa's Finance Minister announced new budget rules to ensure fiscal sustainability, following the peak and stabilization of government debt.
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The Blockchain Association calls on the SEC to raise the exemption threshold for crypto startups to $10 million and increase fundraising caps, incorporate Howey test guidance into rules, and support the "Crypto-Asset Regulation" proposal, requesting permission for third parties to submit filings for already traded tokens.
The Blockchain Association calls on the SEC to raise the exemption threshold for crypto startups to $10 million and increase fundraising caps, incorporate Howey test guidance into rules, and support t
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Al Jazeera: Israel Faces Legal Scrutiny from ICC and ICJ Over Gaza War
Al Jazeera reports that Israel is facing legal trials at the International Criminal Court (ICC) and the International Court of Justice (ICJ) for its military actions in Gaza, indicating that the wheel
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According to TASS, the meeting between Russian President Putin and US envoy Vitkov has concluded.
According to TASS, the meeting between Russian President Putin and US envoy Vitkov has concluded.
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K33 Research noted that Bitcoin's volatility is approaching 2026 lows, and market trading activity is weak, as traders prepare for the Federal Reserve's decision and the US midterm elections.
K33 Research noted that Bitcoin's volatility is approaching 2026 lows, and market trading activity is weak, as traders prepare for the Federal Reserve's decision and the US midterm elections.
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Private equity firm Thoma Bravo has restarted plans to sell consumer intelligence provider J.D. Power, aiming to capitalize on the rebound in technology deals.
Private equity firm Thoma Bravo has restarted plans to sell consumer intelligence provider J.D. Power, aiming to capitalize on the rebound in technology deals.
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OpenAI to bring its AI models to Google Cloud, expanding beyond Microsoft to all three top cloud providers
OpenAI will make its artificial intelligence models available for developers through Google Cloud, marking its presence on all three major cloud infrastructure providers. This move follows years of co
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Bloomberg Markets: UK Government Approval of Jackdaw Gas Field Development Does Not Signify Major Shift in North Sea Gas Drilling Policy
Bloomberg Markets: UK Government Approval of Jackdaw Gas Field Development Does Not Signify Major Shift in North Sea Gas Drilling Policy
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UK maritime agency reports tanker hit by projectile off Iraq coast on Tuesday
The United Kingdom Maritime Trade Operations (UKMTO) stated it received a delayed report of a projectile hitting a tanker approximately 30 nautical miles off Iraq's Al Faw coast on Tuesday. The crew w
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NVIDIA Launches DSX Pod AI Factory, Reducing AI Service Launch Time to 14 Days
NVIDIA announced the launch of the DSX Pod AI Factory, a plug-and-play AI computing system designed to reduce AI service deployment time from six months to 14 days. The system integrates seven Vera Ru
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Turkey announced it has signed defense agreements with Qatar, Pakistan, and Indonesia, aiming to strengthen cooperation, enhance defense capabilities, support military exercises and training, foster R&D collaboration, and contribute to the joint improvement of each nation's defense industry.
Turkey announced it has signed defense agreements with Qatar, Pakistan, and Indonesia, aiming to strengthen cooperation, enhance defense capabilities, support military exercises and training, foster R
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PlayStation founder Ken Kutaragi dismisses fan anger over physical game disc discontinuation as a "mentality issue"
PlayStation founder Ken Kutaragi has pushed back against fans' anger over Sony's plan to discontinue physical game discs, calling it a "mentality issue." Kutaragi, who retired from PlayStation in 2007
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A Palestinian man was killed in an Israeli drone strike on Khan Younis in the southern Gaza Strip, Al Jazeera reported, citing Nasser Medical Complex.
A Palestinian man was killed in an Israeli drone strike on Khan Younis in the southern Gaza Strip, Al Jazeera reported, citing Nasser Medical Complex.
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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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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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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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Multi-party talks between the US and Ukraine were held in Oslo, Norway, with the Finnish President stating "real progress has been made." Russia hopes to meet with the US envoy on the 21st.
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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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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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King Charles III of the UK praised Oman's peaceful efforts in reopening the Strait of Hormuz.
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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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