Macro
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Aoris Investment Management noted that SAP (SAP) is monetizing AI through Joule AI and Business Data Cloud, which is expected to increase customer spending by 20% or more.
Aoris Investment Management, in its Q2 2026 investor letter, highlighted that SAP (NYSE:SAP)'s system value will be enhanced by AI. The company is leveraging tools such as the Joule AI agent and Busin
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Aoris Investment Management states in its Q2 2026 investor letter that Visa's secure credentials cement its role as a payment gatekeeper in the agentic AI era
The investment management firm highlighted Visa Inc. (NYSE:V) in its letter, noting that if AI agents begin making purchases on behalf of consumers and businesses (known as agentic commerce), Visa's s
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The U.S. Department of Energy allocates $500 million to seven critical minerals and battery projects to strengthen domestic supply chains
The U.S. Department of Energy (DoE) announced $500 million in grants to seven companies for projects developing domestic critical minerals processing, battery recycling, and advanced battery materials
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The U.S. Treasury Department is considering utilizing nearly a trillion dollars from its Treasury General Account to fund an expanded Treasury buyback program.
The U.S. Treasury Department is considering using its Treasury General Account (TGA), which holds nearly $950 billion, to support its expanded long-dated off-the-run Treasury buyback program, accordin
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Global oil market fundamentals are diverging, with a bearish outlook for crude oil but a bullish one for refined products, said TotalEnergies CEO Patrick Pouyanne.
Global oil market fundamentals are diverging, with a bearish outlook for crude oil but a bullish one for refined products, said TotalEnergies CEO Patrick Pouyanne.
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A $500 billion experiment aims to build 24/7 markets on blockchain, allowing assets like crude oil to trade even when traditional markets are closed.
A $500 billion experiment aims to build 24/7 markets on blockchain, allowing assets like crude oil to trade even when traditional markets are closed.
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German robotics startup Neura Robotics acquires Adlatus, its fifth acquisition in 16 months, to expand its physical AI platform
Neura Robotics announced today (Aug. 24) that it will take full ownership of Adlatus, a German maker of autonomous cleaning and sweeping robots. Neura plans to integrate Adlatus's fleet into its share
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Analysis indicates NVIDIA Q1 data center revenue surged 92% to $75 billion, with agent AI significantly increasing computing demand, and the company raising Q2 guidance to $91 billion.
The commentary article points out that NVIDIA's data center revenue increased by 92% year-over-year to $75 billion in Q1 FY2027, with total revenue reaching $81.61 billion, and Q2 revenue is projected
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Bitcoin closed a weekly candle above its 50-week EMA for the first time since late 2025, as markets prepared for the Jackson Hole symposium.
Bitcoin closed a weekly candle above its 50-week EMA for the first time since late 2025, as markets prepared for the Jackson Hole symposium.
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US Treasury Official Says Treasury Could Use General Account to Fund Bond Buyback
US Treasury Official Says Treasury Could Use General Account to Fund Bond Buyback
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IEA Chief Birol: Not Discussing a Second Release of Strategic Oil Reserves at This Time
IEA Chief Birol: Not Discussing a Second Release of Strategic Oil Reserves at This Time
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ECB Defends Digital Euro Privacy, Stating Eurosystem Will Not Identify Users
European Central Bank (ECB) Executive Board member Piero Cipollone clarified that the Eurosystem would not identify users of the digital euro. This statement comes amidst global scrutiny and privacy c
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Gold saw over $22 billion in speculative capital pour in over three weeks, marking the largest single increase in positions in over a decade, as the market shifted to momentum-driven buying.
Gold has recently surged, influenced by a weakening dollar and expectations of currency depreciation. Over the past three weeks, speculators have cumulatively bought over $22 billion in gold futures,
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India's Foreign Minister tells Russia's Putin that economic cooperation between the two countries has grown significantly
India's Foreign Minister tells Russia's Putin that economic cooperation between the two countries has grown significantly
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NVIDIA is in talks to invest in AI search startup Perplexity, with a proposed valuation potentially exceeding $30 billion.
According to The Information, citing sources familiar with the matter, NVIDIA plans to participate in Perplexity's new multi-billion dollar funding round. This move is another step in NVIDIA's recent
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Canada's June retail sales rose 0.6% month-over-month, with e-commerce sales soaring 9.9%.
According to Statistics Canada, retail sales in June reached CAD 74.3 billion (approximately USD 53.67 billion). E-commerce sales accounted for CAD 5.7 billion, representing 7.7% of total retail sales
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Moody’s Upgrades Pakistan to B3 as External Risks Ease
The upgrade reflects Pakistan's efforts to rebuild its foreign exchange reserves and advance economic reforms.
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Sinopec Chairman Says China's Oil Demand 'Very Likely' Peaked Last Year, Earlier Than Previous Estimates
Sinopec Chairman Hou Qijun stated Monday at an earnings briefing in Hong Kong that clean energy development, electrification, and low-carbon goals likely led to the peak. The company had previously fo
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Huachuang Securities: The US fiscal credit crisis is imminent, and the Federal Reserve's independence may yield to fiscal goals to strengthen interest rate cut expectations
HuaChuang Securities analyst Yao Pei pointed out that currently, long-term US Treasury yields continue to rise, gold is strengthening, and the dollar is under pressure. The AI industry is being drawn
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Paramount and Warner Bros. Discovery's (WBD) proposed $110 billion merger has been delayed until June 2027 due to an antitrust lawsuit filed by state attorneys general, which is expected to bring a chill to M&A in the media industry.
The transaction had previously received approval from global regulators, including the U.S. Department of Justice's antitrust division. Industry insiders point out that increasingly stringent scrutiny
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UPS announced it will invest over $2 billion in its international, healthcare, and supply chain businesses to enhance global logistics capabilities.
UPS exclusively disclosed the news to CNBC, stating that the investment, which began in 2024 and will continue until 2028, aims to help businesses operate faster and adapt to evolving macroeconomic pr
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Financial expert Vivian Tu advises investors to prioritize paying off high-interest credit card debt (20-30% APR) before investing, citing its cost often exceeds market gains.
Financial expert Vivian Tu advises investors to prioritize paying off high-interest credit card debt (20-30% APR) before investing, citing its cost often exceeds market gains. This advice is echoed by
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Germany widens MiCA lead as latest EU register update adds 6 banks
Germany has expanded its lead in EU MiCA authorizations, adding 6 banks to its register. The country now has 79 crypto asset service providers, placing it ahead of France and the Netherlands.
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UBS analysts expect NVIDIA's EPS to reach $15 and $20 in 2027 and 2028, respectively, even though its stock has fallen after earnings reports six times in the past eight quarters.
Ahead of NVIDIA's earnings report on Wednesday evening, UBS analyst Tim Arcuri projected the company's earnings per share (EPS) to exceed $15 in 2027 and reach $20 in 2028. However, according to Yahoo
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OpenAI is investigating whether its AI agents autonomously disabled monitoring systems to assess if AI systems tend to circumvent controls.
OpenAI is investigating whether its AI agents autonomously disabled monitoring systems to assess if AI systems tend to circumvent controls.
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South Korea's antitrust chief acknowledges conglomerates' role in economic growth
South Korea's antitrust chief acknowledges conglomerates' role in economic growth
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Gulf oil exports surpass pre-war levels despite Hormuz attacks, averaging over 24M bpd: WSJ Report
According to The Wall Street Journal, citing ship-tracking firm Kpler, oil exports from the Gulf region averaged over 24 million barrels per day (bpd) in the week ending October 18, exceeding the 23.3
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Trump: Iran's "dream" is for the war to continue until after the US midterm elections, but the war will end soon and oil prices will plummet.
Donald Trump stated at a campaign rally in Greenville, North Carolina, that Iran's "dream" is for the war with the United States to continue beyond the November midterm elections. He claimed the war w
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The Nikkei index rose 1.8%, boosted by improved risk sentiment and bargain hunting, after closing at a more than one-month low on Tuesday.
The Nikkei index rose 1.8%, boosted by improved risk sentiment and bargain hunting, after closing at a more than one-month low on Tuesday.
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King Charles III of the UK praised Oman's peaceful efforts in reopening the Strait of Hormuz.
King Charles III welcomed Sultan Haitham bin Tariq of Oman at a state banquet at Windsor Castle, praising Oman's "noble efforts" in helping to reopen the Strait of Hormuz. Charles stated that Oman's p
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Citadel founder Ken Griffin warns AI is "almost certainly" in a bubble, but remains optimistic about its long-term potential.
Citadel founder Ken Griffin warned that investors are "almost certainly" in an AI bubble, as companies struggle to translate massive AI spending into measurable productivity gains. He pointed out that
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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
Bain & Company's latest global automotive consumer survey reveals that Chinese consumers prioritize technology and features (58%) when purchasing a car, while American (68%) and European (62%) consume
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South Korean AI provider Elice's stock price plunged 32% on its debut day, only to rebound 30% the following day, highlighting the stricter scrutiny AI spending is facing.
South Korean AI infrastructure provider Elice raised 201 billion won (approximately $151 million) in its initial public offering (IPO) on Tuesday, with its shares plummeting 32% on the first trading d
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Japanese electricity prices surged over 25% in a single day this Monday, driven by soaring LNG and coal prices.
Japan's average electricity price nationwide surged over 25% this Monday from last week, reaching $0.19 per kilowatt-hour (approximately 31.15 yen), according to Bloomberg, citing data from the Japan
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Taiz Governorate, Yemen: Houthi shelling of residential areas injures three young women.
Houthi militants shelled residential areas and villages in Yemen's Taiz province, injuring three young women, according to local sources cited by the Yemeni government-run Saba news agency. Two 18-yea
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South Korean stocks opened sharply higher on Wednesday as investors weighed AI earnings concerns ahead of Meta's earnings report.
South Korean stocks opened sharply higher on Wednesday as investors weighed concerns about the profitability of AI infrastructure ahead of Meta Platforms' earnings report. The benchmark KOSPI index op
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South Korea's producer prices rose 0.2% in September, marking a second consecutive monthly increase, driven by higher agricultural goods prices, central bank data showed.
South Korea's producer prices rose 0.2% in September, marking a second consecutive monthly increase, driven by higher agricultural goods prices, central bank data showed. The producer price index, a k
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Citadel founder Ken Griffin: AI is "almost certainly" in a bubble and will replace white-collar workers but not Citadel's core research business.
Citadel founder Ken Griffin: AI is "almost certainly" in a bubble and will replace white-collar workers but not Citadel's core research business.
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King Charles III of the United Kingdom welcomed the Sultan of Oman on a state visit, praising Oman's peaceful efforts in reopening the Strait of Hormuz.
King Charles III of the United Kingdom welcomed Sultan Haitham bin Tariq of Oman for a state visit, praising Oman's "noble efforts" in helping to reopen the Strait of Hormuz. The Sultan of Oman, at a
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Gold steadies as conflicting Iran signals cloud Fed rate path
Gold held a decline, trading around $4,115 an ounce, as conflicting signals on efforts to end the Iran war clouded the outlook for inflation and the Federal Reserve’s path for interest rates. An unnam
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"Aluminum King" Sonny McNess and Hartree Partners are making a big bet on copper, anticipating short-term supply tightness triggered by Donald Trump's tariffs.
Veteran metals trader Sonny McNess, who previously roiled the London Metal Exchange (LME) with aggressive bets in the aluminum market, is now the chief metals derivatives trader at Hartree Partners LP
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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.
Local time on the 20th, Donald Trump's special envoy, Steve Witkoff, met with Ukrainian President Volodymyr Zelenskyy in Oslo, Norway. The Norwegian Prime Minister, Finnish President, and representati
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Munger's Successor Li Lu: Crypto is Fundamentally Bogus and Will Eventually Disappear, Advocates Banning It
Li Lu, founder of Himalaya Capital and Munger's successor, stated in an October 15 interview at Columbia Business School that crypto is fundamentally bogus and will eventually disappear on its own. He
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Trump administration official met Myanmar leader, removed some figures from sanctions list, signaling a policy shift
A top US official in the Trump administration, Assistant Secretary of State for Intelligence and Research Michael Vance, met with Myanmar leader Min Aung Hlaing last month (September 15-16), the first
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Japan's September exports posted a huge miss as growth slowed to 16.7%.
Japan's September exports posted a huge miss as growth slowed to 16.7%.
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NATO to deploy more patrol aircraft and intelligence personnel to Black Sea after drone attacks
NATO announced it is deploying additional patrol aircraft and intelligence personnel to the Black Sea region following a series of deadly drone attacks. A spokesman stated that allies have or will sen
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Israel's plan to withdraw from southern Lebanon is stalled, with Netanyahu demanding Hezbollah disarm.
Israel's planned withdrawal from the town of Zawtar el Gharbia in southern Lebanon has stalled, with local residents struggling to rebuild their homes amidst ongoing gunfire and drone surveillance. Is
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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
Liu Jun, President of Industrial and Commercial Bank of China (ICBC), stated at the Lujiazui Forum in Shanghai that as AI reshapes the financial industry, commercial banks face a more "painful" transf
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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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US spot Bitcoin ETFs see $527M net inflows on Oct 19, led by BlackRock's IBIT
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The Iran conflict has prompted global buyers to seek alternative oil supplies, driving a surge in investment and production among oil-producing nations in the Americas.
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HSBC CEO warns not all data centers are good bets amid AI boom
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Chinese Carmakers Accelerate European Production Plans to Bypass EU Tariffs and Import Quotas on EVs
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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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Private credit firm Tikehau is reportedly seeking strategic investors to fuel growth.
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【Financial Times】Analysis: The UK government's days are numbered, and Labour's plans to expand the state's role are at odds with an unstable fiscal backdrop.
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APEC Finance Ministers' Meeting highlights Hong Kong's 'super connector' role, say experts
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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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Al Jazeera analyst suggests Benny Gantz's withdrawal from Israel's 2026 election campaign may be a move for a presidential bid
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