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Billionaire Stanley Druckenmiller's Duquesne Family Office initiated a position in Rhythm Pharmaceuticals in the second quarter, betting on its rare obesity drug market.
Rhythm Pharmaceuticals (RYTM) focuses on treating rare forms of obesity caused by genetic disorders or damage to brain regions controlling hunger, a niche market currently untouched by giants like Eli
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Goldman Sachs analysts expect strong NVIDIA Q2 earnings, but the stock may fall after the report
Goldman Sachs analysts James Schneider and his team anticipate strong performance from NVIDIA's (Nvidia) Q2 FY27 earnings, to be reported on August 26, with a potential for upward revision of guidance
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Micron CEO Sanjay Mehrotra announced a $10 billion investment over the next decade to build new R&D labs, stating that artificial intelligence has ended the cyclical fluctuations in the memory chip industry.
Micron CEO Sanjay Mehrotra announced on August 20 that the company plans to invest $10 billion over the next decade to build new Micron Research Labs, headquartered in Boise, Idaho, with construction
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US envoy Tom Barrack retracts comment that Syria's Golan is occupied, reasserting Washington's unchanged policy of recognizing Israel's sovereignty
US Ambassador to Turkiye and envoy for Syria, Tom Barrack，on Sunday walked back his comment from last week that Syria's Golan Heights is occupied against "all of the international order." He stated th
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US Treasury Secretary Scott Bessent Announces "Most Severe" Sanctions Against Iran, Iran Rejects "Economic War" Threat
U.S. Treasury Secretary Scott Bessent will hold a press conference on Monday to announce sanctions against Iran, which he called "the largest coordinated economic isolation action in world history." S
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Scott Bessent: Iran's "Economic D-Day" Is Coming
He believes that countries that think appeasing the Iranian regime is a safer option should reconsider.
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CNBC's Jim Cramer Says There's a "Jarring Gulf" Between Stock Prices and Economic Reality
Cramer expressed his concerns from Micron Technology Inc.'s new semiconductor plant, highlighting the resilience of certain economic sectors despite stock market worries over consumer health, rising o
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SK Hynix announced a buyback and cancellation of 3.3% of its shares, valued at approximately $29 billion, marking the largest treasury stock cancellation in the history of South Korean listed companies.
SK Hynix's board of directors approved the plan on August 19 and initiated the buyback window on August 20. This move reflects the company's belief that its intrinsic value is not fully reflected in t
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Elon Musk retweeted a post by Paul Graham, stating that LinkedIn users are revising their work experience to add "AI" and remove "DEI."
Elon Musk retweeted a post by Paul Graham, stating that LinkedIn users are modifying their work experience to add "AI" and remove "DEI."
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Microsoft paid $26.445 billion in dividends in fiscal year 2026, while its capital expenditures, largely for AI, reached $115.948 billion, about 4.5 times the dividend amount.
Microsoft's CFO Amy Hood committed to remaining free cash flow positive in FY2027, even as capex could climb to approximately $175 billion. The company's Azure cloud service has already surpassed $100
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Israel is advancing its 'E1' plan, which could split the occupied West Bank in half and threaten the future of a Palestinian state.
Israel is advancing its 'E1' plan, which could split the occupied West Bank in half and threaten the future of a Palestinian state.
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ITOCHU Techno-Solutions Partners with Top Taiwanese IT Service Provider to Support Taiwanese Chip-Related Companies Expanding into Southern Kyushu, Japan
Itochu Techno-Solutions (CTC), a subsidiary of Japan's Itochu Corporation, is collaborating with Taiwan's largest IT service provider to assist Taiwanese semiconductor-related companies and other ente
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Billionaire Stanley Druckenmiller made cancer-testing firm Natera (NTRA) his largest holding, increasing stake in Q2 to $864.9 million, accounting for 16.6% of his reported portfolio.
Druckenmiller's Duquesne Family Office's latest 13F filing, dated August 14, 2026, revealed Natera as his top pick, with an additional 122,700 shares bought in Q2. He views Natera's Signatera cancer-t
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Coinbase CEO Brian Armstrong says crypto, especially stablecoins, offers a way for people in high-inflation countries to hold stronger global fiat currencies like USD.
Coinbase CEO Brian Armstrong says crypto, especially stablecoins, offers a way for people in high-inflation countries to hold stronger global fiat currencies like USD.
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Gaza hospitals face critical oxygen shortages, putting premature babies and critically ill patients at risk
The healthcare system is nearing collapse as medical facilities are attacked and supplies blocked, leaving oxygen stations operating at a fraction of their capacity.
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Nikkei Asian Review noted that a US oil exploration company estimated Vietnam had discovered about 430 million barrels of new oil reserves and believed Vietnam should resist China.
A Nikkei Asia opinion piece noted that a U.S. oil exploration company estimated approximately 430 million barrels of untapped oil reserves about 65 kilometers off the coast of Vietnam, and suggested t
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Elon Musk reposts a discussion on Milton Friedman's 'broken window fallacy,' highlighting it as the 'oldest mistake in economics' that governments still make.
Elon Musk reposts a discussion on Milton Friedman's 'broken window fallacy,' highlighting it as the 'oldest mistake in economics' that governments still make.
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JPMorgan Chase criticizes US Treasury Secretary Scott Bessent's bond buyback plan, calling it a short-term stopgap and insufficient in scale
James Sullivan, co-head of global fundamental research at JPMorgan Chase, stated that the U.S. Treasury's repurchase of long-term bonds while issuing short-term notes is like "paying a mortgage with a
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Billionaires Druckenmiller and Loeb Exit Broadcom, Pile Into Alphabet (Google) Instead
Wall Street's closely watched investors Stanley Druckenmiller and Dan Loeb have both completely exited their positions in Broadcom (AVGO) and built new positions in Alphabet (GOOG, GOOGL), according t
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Political scientist Stephen Walt says Donald Trump has "run out of ideas" on Iran and its policies are weakening the United States.
Harvard University international relations professor Walt believes that Donald Trump's unpredictability has not strengthened the US position in the war with Iran, and Iranians have no reason to believ
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Bitcoin’s Rally Leans on Fears That Fiscal Strains Are Mounting
Bitcoin’s Rally Leans on Fears That Fiscal Strains Are Mounting
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U.S. House Speaker Johnson said Republicans "absolutely" can win the midterm elections, but an end to the Iran conflict before November would be "helpful."
Johnson, an ally of Donald Trump, acknowledged the unpopularity of the war with Iran but remained confident that Republicans could take control of the House. He noted that the conflict had caused oil
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U.S. national debt officially surpassed $40 trillion in August, reaching 124% of GDP.
The U.S. government's debt balance has officially surpassed $40 trillion, a figure equivalent to 124% of the country's gross domestic product (GDP), up from 62% in 2006. The federal debt burden has mo
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Japan's GX Acceleration Agency invests in nuclear fusion and plastics recycling startups, spurring $125 million in public-private funding
Japan's Green Transformation (GX) Acceleration Agency has invested in Kyoto Fusioneering and JEPLAN, helping to mobilize a total of 20 billion yen ($125 million) in combined public-private funding for
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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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Indonesian cybersecurity firms are urging the government to increase support for AI talent development and the AI industry to counter the rising tide of AI-driven cyberattacks and online scams.
Indonesian cybersecurity firms are urging the government to increase support for AI talent development and the AI industry to counter the rising tide of AI-driven cyberattacks and online scams.
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NVIDIA Launches Clinical Surgery AI Simulator Cosmos3-H-Dreams
NVIDIA released its clinical surgical AI simulator, Cosmos3-H-Dreams, on October 20. The simulator is trained on real cholecystectomy videos and can generate new surgical scene frames in real-time bas
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Gaza's Ministry of Health warns: Hospital generators are running out of fuel, facing a complete power outage crisis.
The Gaza Ministry of Health warned that the oil supply required to operate generators in hospitals within the enclave has been completely depleted. The ministry stated that this threatens the immediat
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U.S. Treasury yields edged higher during Asian trading hours.
U.S. Treasury yields edged higher during Asian trading hours.
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BlackRock Flags 'Generational High Yields' in Corporate Credit
BlackRock Inc. says current corporate bond yields offer a more resilient source of returns that doesn’t depend on expectations for falling interest rates or tighter spreads.
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Super Typhoon Champi to Bring Heavy Rain and Strong Winds to China, Taiwan Within Days
Super Typhoon Champi to Bring Heavy Rain and Strong Winds to China, Taiwan Within Days
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AmCham Korea Convenes Security and Economic Talks with U.S. Ambassador and USFK Commander
AmCham Korea convened U.S. Ambassador to Korea Michelle Park Steel and Commander of U.S. Forces Korea General Xavier T. Brunson on Wednesday to discuss strengthening the bilateral alliance through def
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China's Langdao Silex unveils EUV prototype with 90% domestic parts, but performance lags commercial needs.
Chinese startup Langdao Silex recently unveiled a prototype extreme ultraviolet (EUV) light source, claiming 90% domestically made components and promising commercialization within three to five years
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Gaza children face worsening food shortages as Israeli restrictions and UN aid cuts take effect
Gaza children are facing increasingly severe food shortages, with families struggling to provide nutritious meals. This follows Israel's restriction on commercial goods entry into Gaza on October 14,
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Trump: Data centers should pay "dividends" to communities and build their own power generation, with excess power available for resale or free supply to the grid.
U.S. President Donald Trump posted on Truth Social on Wednesday, stating that data center companies, if they wish to gain community approval, should pay "dividends" to local communities or individuals
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UK's borrowing in the first six months of the fiscal year exceeded forecasts, highlighting constraints for Chancellor Healey ahead of next week's budget.
UK's borrowing in the first six months of the fiscal year exceeded forecasts, highlighting constraints for Chancellor Healey ahead of next week's budget.
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Anthropic's copyright settlement includes books by South Korean authors for compensation
The US AI company Anthropic, developer of the chatbot Claude, has listed books by South Korean authors, including Nobel laureate Han Kang, as eligible for compensation in a copyright settlement. The L
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The APEC Finance Ministers' Meeting concluded in Hong Kong, reaching a consensus on strengthening macroeconomic coordination and unleashing the potential of AI.
Chinese Finance Minister Lan Fo'an announced that the 2026 APEC Finance Ministers' Meeting concluded in Hong Kong with "tangible results," issuing a joint statement and a policy statement on financing
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Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
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UK inflation jumps to 3.5% in September, highest in a year
U.K. inflation rose by a hotter-than-expected 3.5% in the 12 months to September, driven by surging motor fuel costs, cementing rate hike expectations. This marks a continuation of the upward trend, f
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China's tax authorities clarify offshore trust tax policy, accepting reasonable explanations, with a 90-day grace period expiring on Thursday.
Chinese tax authorities stated they would accept reasonable explanations when implementing new rules on offshore trust income, providing some certainty to taxpayers after a successful appeal by an exe
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Key Mideast Oil Benchmark Hits 3-Month Low on Resilient Exports
A key benchmark for Middle East crude fell to its lowest in nearly three months, an indication of the resilience of the region’s exports despite intensifying Iranian attacks on shipping.
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Rights group documents 109 Houthi violations in Yemen’s Taiz, 8 dead
The Yemeni Network for Rights and Freedoms reported 109 violations by Houthi forces in Taiz governorate over the past 48 hours, resulting in eight civilian deaths and 26 injuries. The group stated tha
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Nomura, JPMorgan bullish on Korean chips despite Kospi swings, betting on AI-driven memory boom
Brokerages are doubling down on Korean chip stocks like Samsung Electronics and SK hynix, despite the benchmark Kospi index plunging 7.57% on Thursday, triggering a marketwide trading halt. Sentiment
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Indian Rupee Rises to Six-Week High Against Dollar, Boosted by Jio Platforms IPO Inflows
Indian Rupee Rises to Six-Week High Against Dollar, Boosted by Jio Platforms IPO Inflows
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Ripple Backs SEC's Crypto Regulation Proposal, Urges Shift from Enforcement-Driven Approach
Ripple has officially endorsed the U.S. Securities and Exchange Commission's (SEC) proposed 'Regulation Crypto Assets', calling on the regulator to abandon its controversial enforcement-driven approac
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Japan's trade deficit reached 2.81 trillion yen in the first half of the fiscal year, due to high oil prices and the obstruction of the Strait of Hormuz.
Japan's trade deficit reached 2.81 trillion yen (approximately $17.8 billion) in the first half of the fiscal year (April-September) ending September, according to government data. This was primarily
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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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Chinese Carmakers Accelerate European Production Plans to Bypass EU Tariffs and Import Quotas on EVs
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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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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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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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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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