Macro
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Analysis indicates that Home Depot's growth prospects are primarily influenced by Federal Reserve policy and macroeconomic conditions, rather than its 2.67% dividend yield and 17 consecutive years of dividend increases.
The analysis suggests that despite Home Depot's Q2 revenue of $47.9 billion and adjusted diluted EPS of $4.92 both exceeding expectations, and its stock price rising after the earnings release, its fu
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US stocks ended a four-week winning streak last Friday, with both the Nasdaq Composite and S&P 500 indices recording weekly losses. The market is now focused on NVIDIA's earnings report and the Jackson Hole meeting.
As of Friday's close, both the Nasdaq and S&P 500 indices recorded their first weekly declines in four weeks, though their year-to-date gains still remain above 12%. Additionally, both indices fell be
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24/7 Wall St. sets Microsoft price target at $590, citing its $678 billion commercial backlog as a key differentiator from Nvidia in AI revenue
The firm highlighted Microsoft's ability to convert AI demand into recurring, subscription-grade revenue, underpinned by its substantial contracted commercial backlog. Microsoft closed fiscal 2026 wit
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JPMorgan Chase CEO Jamie Dimon warns that margin debt has reached an all-time high
JPMorgan Chase CEO Jamie Dimon stated during the company's second-quarter earnings release and in an interview with CNBC that, in addition to geopolitical tensions, inflation, fiscal deficits, and hig
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UBS Predicts: Amazon, Google, and Microsoft's AI Capex to Reach 102% of Cloud Revenue by 2026
UBS analysis indicates that hyperscale cloud providers Amazon, Google, and Microsoft will spend 102% of their cloud revenue on capital expenditures by 2026, reinvesting almost all cloud revenue into A
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Berkshire Hathaway indirectly holds approximately $815 million in SpaceX shares by increasing its stake in Google parent company Alphabet.
Warren Buffett's Berkshire Hathaway increased its stake in Google parent company Alphabet by 83%, making it Berkshire's third-largest holding, valued at $38 billion. As Alphabet holds nearly a 4% stak
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Billionaire Stephen Mandel's Lone Pine Capital significantly increased its stake in AI cloud computing provider Nebius (NBIS) in Q2 2026, making it the fund's largest holding.
According to the latest 13F filings, Stephen Mandel's Lone Pine Capital added AI cloud provider Nebius (NBIS) to its portfolio in the second quarter, making it the fund's largest holding. Nebius's sto
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Oppenheimer Reaffirms NVIDIA "Outperform" Rating, Maintains $265 Price Target
Oppenheimer reiterated its bullish stance ahead of NVIDIA's earnings report on August 26. The firm expects NVIDIA's GB200, GB300, and VR200 platforms to generate over $1 trillion in cumulative revenue
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Analysis indicates that historical data shows buying the S&P 500 index when it is near historical highs yields slightly higher future returns than buying at non-high points.
Yahoo Finance, citing JPMorgan Chase research since 1970, found that investing when the S&P 500 hits an all-time high yields an average return of 9.4% over the next 12 months, slightly higher than the
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OpenAI calls for California to strengthen its AI safety bill SB 53, reversing its previous opposition
OpenAI calls for California to strengthen its AI safety bill SB 53, reversing its previous opposition. The company suggests expanding safeguards by requiring monitoring of frontier models for potentia
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Al Jazeera reports: As the 2026 US midterm elections approach, pro-Israel lobbying groups are pouring millions of dollars into campaigns related to candidates who challenge American support for Israel.
Al Jazeera reports: As the 2026 US midterm elections approach, pro-Israel lobbying groups are pouring millions of dollars into campaigns related to candidates who challenge American support for Israel
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Mohamed El-Erian says 30-year Treasury yield at 5.27% signals a structural shift that will make America more expensive
The former PIMCO CEO stated in his latest opinion piece for The New York Times that this is not an ordinary bond-market sell-off, but could mark the beginning of a structural economic shift more endur
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Over 100 former French and British diplomats urge France and UK to sanction Israel, calling for a ban on arms transfers and a freeze on EU-Israel and UK-Israel trade agreements.
In an open letter, the coalition of 102 former diplomats warned that Israel's policy in occupied Palestinian territory threatens to permanently erase the possibility of a Palestinian state. They also
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Putin warns Ukraine over economic target strikes, says Russia has responded with "more effective" attacks and signals further escalation risk.
Putin warns Ukraine over economic target strikes, says Russia has responded with "more effective" attacks and signals further escalation risk.
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Citadel's Ken Griffin turned an AI fund's 67% collapse into a $4 billion trading opportunity, shedding over 80% of acquired risk
After AI-focused fund Situational Awareness saw its portfolio collapse 67% in July, forcing it to unwind most of its $16 billion public-equity book, Ken Griffin's Citadel Advisors stepped in. Citadel
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Motley Fool analysts suggest that if the Federal Reserve raises interest rates, three Vanguard ETFs to watch are the Vanguard Value ETF (VTV), the Vanguard High Dividend Yield ETF (VYM), and the Vanguard Short-Term Treasury ETF (VGSH).
Analysis indicates that due to the war in Iran and the ensuing inflation, the market currently anticipates the Federal Reserve may raise interest rates before year-end. In an environment of rising int
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Warren Buffett Warns Investors: "It's Tough to Find Values When Everybody Is Preferring Gambling"
Warren Buffett, CEO of Berkshire Hathaway, stated in a July 15 CNBC interview that it's challenging to find value in a market where "everybody is preferring gambling." He compared the current market t
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AI jobs offer an average annual salary of $177,000, more than double that of non-AI positions, but women account for only 26% of AI-related job postings.
New research shows that the average annual salary for AI-related positions is approximately $177,000, significantly higher than the approximately $80,000 for non-AI positions. However, in 2025, women
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A 64-year-old U.S. popsicle maker loaded 20,000 popsicles onto a truck, but Social Security said she hadn't sold any due to consignment accounting rules, impacting her benefit calculations.
A 64-year-old U.S. popsicle maker loaded 20,000 popsicles onto a truck, but Social Security said she hadn't sold any due to consignment accounting rules, impacting her benefit calculations.
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Iran Claims Weapons Production Doubled Since Mid-2025 War, Tripled for Strategic Products Since February, and Will Deploy New Warheads
Iran's Ministry of Defence spokesman Reza Talaei-Nik stated on Saturday that the country's production of weapons and defensive equipment has doubled in the 12 months following the 12-day war with Isra
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Billionaire David Tepper's Appaloosa Management Sold Entire Sandisk Stake, Initiated Broadcom Position in Q2
Hedge fund Appaloosa Management, founded by billionaire David Tepper, fully exited its position in NAND flash memory maker Sandisk (NASDAQ: SNDK) during the second quarter, after initiating the stake
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U.S. universities face a dilemma of declining student enrollment, with the number of high school graduates projected to drop by 13% after 2025 until 2041.
U.S. colleges and universities are facing long-term demographic pressures. The number of high school graduates is projected to peak in 2025 and then decline by 13% by 2041, which will put particularly
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U.S.-Canada Trade Talks Collapse, Trump Administration Imposes New 50% Tariffs on Roughly $20 Billion in Canadian Exports
The tariffs, impacting Canadian exports including wine, furniture, and dairy products, went into effect on Saturday morning after negotiators failed to reach a deal on Friday. Canadian Prime Minister
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BlackRock CEO Larry Fink says a bank account is 'one of the worst financial decisions' and urges Americans to invest
BlackRock CEO Larry Fink says a bank account is 'one of the worst financial decisions' and urges Americans to invest. Fink made the comments at the Milken Institute Global Conference in May, arguing t
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NVIDIA Expands Open Model Family to Help Europe Develop "Sovereign AI" in Language, Robotics, Biology, and Quantum Computing
NVIDIA is expanding its family of open models across language, robotics, biology, and quantum computing, aiming to provide European developers, researchers, and enterprises with the tools needed to bu
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The UK's FCA has banned Jeffrey Dawkins, former CEO of Vector Wealth, from holding any position and fined him nearly £270,000 due to misconduct that led to £4 million in investor losses.
The UK Financial Conduct Authority (FCA) has banned Jeffrey Dawkins, former CEO of Vector Wealth Ltd, from holding any position and fined him nearly £270,000. The FCA stated that Mr. Dawkins dishonest
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Sun Hung Kai Properties Sells Out 128 Hong Kong Apartments Amid Fed Rate Hike Expectations
Sun Hung Kai Properties (SHKP), one of Hong Kong's largest developers, sold out the latest batch of 128 apartments at its Sierra Sea project in the New Territories on Wednesday. The apartments were so
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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
According to CCTV News, citing US officials, the United States is deploying the USS Theodore Roosevelt Carrier Strike Group and the 13th Marine Expeditionary Unit to the Middle East, expected to arriv
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India's Central Bank Rejects All Bids at Treasury Bill Sale Amid Bond Selloff, Pushing Borrowing Costs to Multi-Year Highs
India's Central Bank Rejects All Bids at Treasury Bill Sale Amid Bond Selloff, Pushing Borrowing Costs to Multi-Year Highs
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Macron: France is in talks with Middle Eastern parties to de-escalate regional tensions
French President Emmanuel Macron told reporters in Doha that France is holding talks with all parties in the Middle East to try to de-escalate tensions in the region. He also stated that discussions w
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Former Israeli Ambassador: Diplomatic Isolation Unlikely to Sway Voters in Next Tuesday's Election
Former Israeli Ambassador Alon Pinkas told Al Jazeera that Israel's diplomatic isolation will not significantly alter voters' choices in the upcoming election. Pinkas noted that anti-Netanyahu voters
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Four rockets struck east of Erbil in northern Iraq, targeting the headquarters of the Kurdistan Freedom Party, an Iranian opposition group.
Four rockets struck east of Erbil in northern Iraq, targeting the headquarters of the Kurdistan Freedom Party, an Iranian opposition group.
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Russia frees US citizen Stephen Hubbard, Putin says during talks with US envoy Witkoff
Russian President Vladimir Putin announced that Russia has agreed to release American citizen Stephen Hubbard, who was jailed for allegedly fighting on behalf of Ukraine. Hubbard has been taken to Pul
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NVIDIA CEO Jensen Huang announced during his GTC Berlin keynote that the company will invest nearly $10 billion into the European technology ecosystem, emphasizing Europe's importance in AI production.
NVIDIA CEO Jensen Huang announced during his GTC Berlin keynote that the company will invest nearly $10 billion into the European technology ecosystem, emphasizing Europe's importance in AI production
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French supermarket giant Carrefour's shares plunge 14% after cutting 2026 forecast, citing 'unprecedented' unrest
Carrefour cut its full-year 2026 financial forecasts, citing worsening social unrest and security conditions in France that are weighing on consumer spending. The company now expects operating margin
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The Saudi-led coalition stated it is repelling a large-scale Houthi attack in Yemen's Kahboub region, describing the situation as "very dangerous."
The Saudi-led coalition stated that its forces are engaged in fierce combat with Houthi rebels in Yemen's southwestern Kahboub region, attempting to repel a large-scale attack, and are under heavy bom
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UK September inflation jumps to 3.5%, highest since Oct 2025, fueling BoE rate hike bets; public debt surpasses £3 trillion
British consumer price inflation rose to 3.5% in September, up from 3.1% in August, exceeding economists' forecasts of 3.4% and the Bank of England's 3% prediction. This marks the highest inflation ra
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U.S. envoy Witkoff will meet with Russian President Putin on Wednesday, after Zelensky emphasized that any Ukrainian negotiations require Kyiv's participation.
U.S. envoy Steve Witkoff will meet with Russian President Vladimir Putin for talks on Wednesday, a day after Ukrainian President Volodymyr Zelensky emphasized in Oslo on Tuesday that any negotiations
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GBP hedging costs rise to five-month high as traders prepare for UK budget next week.
GBP hedging costs rise to five-month high as traders prepare for UK budget next week.
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Deputy Commander of Iran's Revolutionary Guard warns: If Iranian infrastructure is attacked, internet cables under the Strait of Hormuz will be targeted.
Yadollah Javani, the Deputy Head of Political Affairs for Iran's Islamic Revolutionary Guard Corps (IRGC), stated in an interview with the official Al-Alam news network that Iran would retaliate with
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Japan's ruling LDP considers curbs on speculative condo trading in Tokyo and other big cities
The party is looking at measures such as restricting the short-term resale of properties to curb soaring condominium prices, with talks starting ahead of April elections.
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Iran's new Defense Minister Akhlaghi: We would rather eat dirt than give up an inch of our land.
Iran's new Minister of Defense, Mehrdad Akhlaghi, stated that his "first hour in office was dedicated to meeting the needs of the Islamic Revolutionary Guard Corps Aerospace Force and the Army Air Def
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Yemeni government forces claim to have struck Houthi targets near Han Mountain in Taiz.
Yemeni government forces claim to have struck Houthi targets near Han Mountain in Taiz.
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Turkey's market regulator has shut down three brokerages operating funds that were preparing for liquidation, leading to uncertainty for hundreds of jobs and exacerbating industry turmoil.
Turkey's market regulator has shut down three brokerages operating funds that were preparing for liquidation, leading to uncertainty for hundreds of jobs and exacerbating industry turmoil.
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Hong Kong sees last-minute IPO cancellations, including Jiangsu Slender West Lake Culture and Tourism's HK$227 million listing, amid increased regulatory checks and weak market demand.
Hong Kong sees last-minute IPO cancellations, including Jiangsu Slender West Lake Culture and Tourism's HK$227 million listing, amid increased regulatory checks and weak market demand.
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U.S. Treasury yields held steady as investors focused on unemployment claims and mortgage data.
On Wednesday, US government bond yields held steady, with the 10-year Treasury yield at 5.1211%, the 2-year Treasury yield at 4.7889%, and the 30-year Treasury yield at 5.4320%. Investors are awaiting
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Drone attack in disputed Sudan-South Sudan border region kills at least 153, South Sudan blames Sudan's army
A drone attack on Amiet Market in Abyei, a border region disputed by South Sudan and Sudan, killed at least 153 people on Monday. South Sudanese authorities blame Sudan's military for the attack, whic
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Israeli soldiers have begun early voting for parliamentary elections at over 850 military polling stations, with the public set to vote on October 27.
Israeli soldiers have begun early voting for parliamentary elections at over 850 military polling stations, with the public set to vote on October 27.
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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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Wallstreetcn: Hedge Fund Leverage Hits Five-Year Low, Tech Stocks See Largest Net Sell-Off in History
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HSBC CEO warns not all data centers are good bets amid AI boom
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Private credit firm Tikehau is reportedly seeking strategic investors to fuel growth.
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Ripple President Monica Long Celebrates XRP Community Builders as Official X Account Launches
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Denmark's financial regulator stated that the country's economic growth is expected to slow as the pharmaceutical boom led by Novo Nordisk loses momentum.
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U.S. Secretary of State Rubio visited India's Reliance refinery to discuss increasing the refining of Venezuelan crude oil, aiming to balance sanctions against Russia with oil price stability.
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Montage Technology expects Q3 net profit to increase by 153.6%~174.7% year-on-year, reaching 1.2 billion to 1.3 billion yuan.
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CATL and Huawei Qiankun signed an intelligent energy replenishment agreement to jointly explore unmanned energy replenishment scenarios.
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Rubio Says Trump 'Frustrated' at Accusations He Harming Ukraine
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Barclays analysts say data center equipment suppliers face price compression risk from top AI labs as the industry cycle peaks.
Markets Today
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