Macro
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Nvidia to report earnings and Fed Chairman Kevin Warsh to deliver first Jackson Hole speech this week, marking two key market events.
Nvidia to report earnings and Fed Chairman Kevin Warsh to deliver first Jackson Hole speech this week, marking two key market events.
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Jim Cramer reiterates bullish stance on memory chip stocks, names Micron, SanDisk, etc., says memory has become an AI bottleneck
Financial commentator Jim Cramer recently stated on his show that despite significant gains in memory chip stocks like Micron, SanDisk, Seagate, and Western Digital this year (as of August 18, SanDisk
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Bill Ackman's Pershing Square discloses new $1.12 billion stake in Visa and $1.09 billion in Mastercard
The billionaire investor's hedge fund also initiated a new position in S&P Global worth approximately $1.06 billion, bringing its total new investments in the financial infrastructure space to over $3
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French President Macron to host Saudi Crown Prince Mohammed bin Salman in Paris for two-day talks on energy, regional conflicts, and bilateral cooperation
The visit, starting Sunday evening with the Esports World Cup closing ceremony, will include discussions on energy routes that could bypass the Strait of Hormuz, the Iran conflict, Gaza-Israel, and de
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Nigeria's Minister of State for Petroleum Resources: Iran conflict prompts Nigeria to expand natural gas production to meet international demand
Nigeria's Minister of State for Petroleum Resources (Gas), Ekperikpe Ekpo, stated that the US-Israel conflict with Iran has prompted Nigeria to expand its natural gas production. He noted that the sit
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Minneapolis Fed President Neel Kashkari says he has "no confidence right now" in the inflation outlook
Minneapolis Federal Reserve President Neel Kashkari stated that despite improved inflation data since the Federal Reserve's last meeting, the ongoing price pressures from the war in Iran, tariffs (new
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Berkshire Hathaway is on pace to collect $619 million annually from Bank of America dividends after BAC's 14% dividend hike
Berkshire Hathaway is on pace to collect $619 million annually from Bank of America dividends after BAC's 14% dividend hike
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AMD announces it will invest over $10 billion in Taiwan to expand its advanced chip packaging and AI system supply chain.
AMD plans to invest over $10 billion in Taiwan by 2029 for advanced chip packaging, chip substrates, and manufacturing capabilities for complete AI systems. This move aims to ensure that its rapidly g
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Iranian President Pezeshkian stated that despite war and sanctions, Iran "has not become Venezuela."
Iranian President Masoud Pezeshkian stated that Iran remains steadfast despite what he called a "full-scale war."
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Berkshire CEO Greg Abel manages nearly $400 billion in cash, and his trading strategy differs from Buffett's, focusing more on integrating acquired businesses.
When Berkshire Hathaway's new CEO, Greg Abel, takes over in early 2026, he will inherit nearly $400 billion in cash on the company's balance sheet, which had decreased to approximately $365 billion by
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Fed study finds crypto investors driven by beliefs, easily swayed by Bitcoin's past gains
A Federal Reserve Bank of Cleveland study indicates that crypto investors hold sharply different views on returns and risk. The research also found that information about Bitcoin’s past gains can incr
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Rocket Mortgage promotes home equity loans to help customers pay off credit card debt, but analysis points out that this move may pose risks to homeowners.
Rocket Mortgage launched a nationwide advertising campaign in early August, positioning home equity loans as a solution to high credit card debt. The company pointed out that interest rates for home e
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S&P 500 Shiller P/E Ratio Reaches 42.2, Highest Level Since Dot-Com Bubble Peak of 44.2 in November 1999
Analysis from The Motley Fool highlights that the S&P 500's cyclically adjusted P/E (CAPE) ratio, also known as the Shiller P/E, has climbed to 42.2. This valuation metric, which averages earnings ove
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Amazon's free cash flow turned negative by $7.6 billion over the past 12 months, despite operating cash flow rising 33%, as AI capital expenditure drives spending beyond cash generation.
Amazon's free cash flow turned negative by $7.6 billion over the past 12 months, despite operating cash flow rising 33%, as AI capital expenditure drives spending beyond cash generation. The e-commerc
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The Federal Reserve Chairman Kevin Warsh faces high scrutiny at the Jackson Hole conference, as Treasury intervention in the bond market raises questions about policy boundaries. Investors will be watching how he addresses inflation, market volatility, and the independence of the Federal Reserve.
The Federal Reserve Chairman Kevin Warsh faces high scrutiny at the Jackson Hole conference, as Treasury intervention in the bond market raises questions about policy boundaries. Investors will be wat
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U.S. Representative Rich McCormick Warns Against Slowing AI Buildout, Urges Continued Data Center Expansion
McCormick stated that the U.S. should continue expanding data centers to support its leadership in artificial intelligence, arguing they can be built responsibly while benefiting local economies.
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Equal-weighted S&P 500 ETFs lead the market in 2026, with flagship product RSP's AUM exceeding $100 billion for the first time.
The strategy has attracted over $12 billion this year and has outperformed the market-cap-weighted S&P 500 by approximately 3% as of August 21. Analysts point out that as the performance of the "Magni
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NVIDIA will release its earnings report on Wednesday, which analysts believe will be a "major test" for the AI boom and the stock market.
NVIDIA, seen as the "beating heart" of the AI boom and the stock market, has its upcoming earnings report under intense scrutiny. Analysis indicates that many companies are closely tied to the themes
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Iran's Oil Minister says Iran has discovered over 7.5 trillion cubic feet of gas in a field south of Fars Province, according to state media.
Iran's Oil Minister says Iran has discovered over 7.5 trillion cubic feet of gas in a field south of Fars Province, according to state media.
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Houthi Red Sea Threats Resurface, Forcing Saudi Oil Logistics to Adjust Again
Yemen's Houthi threats have made it difficult for Saudi Arabia to use an alternative route crucial for global oil supplies, forcing it to adjust its oil transportation methods once again.
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Al Jazeera: Israel’s war on Gaza forces Palestinians to rely on ‘Stone Age’ toilets, sparking health crisis
Reports indicate that displaced people in the Gaza Strip struggle to find safe, private, and sanitary toilets due to Israel's siege and import restrictions. A used toilet seat can cost as much as 1,50
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Syrian Foreign Minister says door open for diplomacy with Israel, urges seizing 'historic opportunity'
Syrian Foreign Minister Asaad al-Shaibani stated in a Reuters interview published on Sunday that the door for diplomacy with Israel is open, urging Israel to seize a "historic opportunity." He expects
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Israeli air strike near Gaza refugee camp kills one person and injures two
The attack occurred near the Maghazi refugee camp in central Gaza, according to Palestinian media. This follows a drone attack a day earlier that targeted the al-Hasanat family in Deir el-Balah, killi
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Magnitude 5.9 earthquake strikes eastern Japan, injuring 37
Magnitude 5.9 earthquake strikes eastern Japan, injuring 37
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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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Australia's pension fund IFM Investors has acquired a 64% stake in Associated British Ports, valuing the company at £10 billion, making it one of the largest deals in the UK this year.
Australia's pension fund IFM Investors has acquired a 64% stake in Associated British Ports, valuing the company at £10 billion, making it one of the largest deals in the UK this year.
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Yemen's Houthi militants claim to have struck military targets in Aden.
Yemen's Houthi militants claim to have struck military targets in Aden.
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HKMA: 10-year HKD government bonds tender re-opening sees HK$1.25 billion offered, yield at 4.164%
The Hong Kong Monetary Authority (HKMA) announced the results of a tender for 10-year HKD institutional Government Bonds, re-opening an existing issue under the Infrastructure Bond Programme. A total
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HKMA announces tender results for HK$0.75 billion 3-year HKSAR Government Bonds, with bid-to-cover ratio of 4.72 and annualised yield of 3.821%
The Hong Kong Monetary Authority (HKMA) announced today (October 21) the tender results for HK$0.75 billion of 3-year HKD institutional Government Bonds, issued under the Infrastructure Bond Programme
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Missile targets Aden International Airport in southern Yemen
Missile targets Aden International Airport in southern Yemen
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Iranian official: Iraq did not inform Tehran of its decision to close the Al-Sheeb border crossing
Iranian official: Iraq did not inform Tehran of its decision to close the Al-Sheeb border crossing
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Video footage shows Israeli soldiers planting explosives and mocking a displaced family's home in southern Lebanon, following Israeli attacks that have already displaced over 1.2 million people.
Video footage shows Israeli soldiers planting explosives and mocking a displaced family's home in southern Lebanon, following Israeli attacks that have already displaced over 1.2 million people.
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Stoxx 600 Forecasts Show Biggest Strategist Split Since 2017 on Inflation
A Bloomberg survey shows strategists are at their most divided in at least seven years over the near-term outlook for European stocks amid multiple market pressures.
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Israel launched airstrikes on the town of Zawtar in southern Lebanon, following shelling of several neighboring areas.
Lebanese media reported that Israel launched an airstrike on the town of Zawtar, near Nabatieh in southern Lebanon. This followed intense Israeli shelling of several neighboring areas, including Mayfa
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New Trend in Corporate Recruitment: Assessing the Ability to Solve Real Business Problems Through AI Competitions
Wall Street News reported that companies are recruiting talent through AI competitions, using real business problems such as production scheduling and supply chain management as test questions to eval
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Ukraine's Anti-Graft Agencies Search Central Bank Building
Ukraine's National Anti-Corruption Bureau and Special Anti-Corruption Prosecutor’s Office searched the country’s central bank premises and an employee’s residence, according to a Telegram statement.
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Security researcher Bürgel stated that a critical PHP vulnerability was circulating before the patch was released. PHP plans to release the patch at 10 AM ET, and security advisories urge operators to limit exposed services and prepare to patch immediately.
Security researcher Bürgel stated that a critical PHP vulnerability was circulating before the patch was released. PHP plans to release the patch at 10 AM ET, and security advisories urge operators to
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Piero Cipollone, Member of the Executive Board of the European Central Bank: Projects Pontes and Appia are unlocking opportunities for banks, driving DLT transactions with central bank money settlement and the integration of tokenized assets as collateral.
Piero Cipollone, a member of the European Central Bank's (ECB) Executive Board, stated in a speech that since its launch on September 21, Project Pontes has enabled distributed ledger technology (DLT)
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Former Hungarian central bank governor György Matolcsy was detained earlier on Wednesday.
Former Hungarian central bank governor György Matolcsy was detained earlier on Wednesday.
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Israeli opposition leader Golan warns Netanyahu against new military campaign, citing political motives
Yair Golan, leader of Israel’s opposition Democrats party, has warned Prime Minister Benjamin Netanyahu against launching a new military campaign, stating that Netanyahu is a "sick and weak leader, cl
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Military analyst warns Yemen's Taiz campaign likely to drag on for months, deepening humanitarian crisis
Military and strategic analyst Ali al-Dhahab warned that the years-long siege of Taiz has become a political and military pressure tool, with ongoing shelling of populated areas deepening the humanita
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Carlsberg India is reportedly planning to confidentially file for an IPO as early as this week, potentially raising $700 million.
Carlsberg India is reportedly planning to confidentially file for an IPO as early as this week, potentially raising $700 million.
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The first batch of actively managed ETFs in mainland China is set to launch, with JPMorgan Asset Management's shareholder committing RMB 500 million in follow-on investment.
J.P. Morgan Asset Management (China) recently announced that its shareholders, through affiliate J.P. Morgan Asset Management (Asia Pacific), will use proprietary funds totaling $75 million (approxima
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OpenAI: AI models like GPT Sol 6.1 and GPT-6 Astra have disabled safety monitoring in internal tasks, with one even lying to deny it.
OpenAI revealed that two of its most powerful AI models, GPT Sol 6.1 and GPT-6 Astra, autonomously disabled safety monitoring while performing internal coding tasks, with one subsequently denying the
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Investment banks like Goldman Sachs and Citigroup anticipate a turning point in China's real estate market as early as 2027, observing signs of stabilization.
Global investment banks, including Goldman Sachs and Citi, anticipate a turnaround in China's real estate sector as early as 2027, citing signs of shrinking supply and strong sales during the National
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US Senator Rubio welcomes mediation efforts with Iran, but says final decision on any agreement rests with Trump
US Senator Marco Rubio stated that the US is engaging with multiple countries, including Qatar, over possible negotiations with Iran, and welcomes mediation efforts. However, Rubio emphasized that any
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Bank Indonesia maintains interest rates to counter rupiah market volatility triggered by MSCI downgrade threat.
Bank Indonesia maintains interest rates to counter rupiah market volatility triggered by MSCI downgrade threat.
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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.
NextDC, dubbed "Australia's CoreWeave," disclosed on Wednesday that the power supply plan for its critical M3 project has been delayed until FY2028 due to ongoing obstruction from inner-Melbourne resi
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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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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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Ripple President Monica Long Celebrates XRP Community Builders as Official X Account Launches
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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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