Macro
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Guggenheim Executive Says Accounting Treatment for Its GPI Subsidiary Was "Appropriate," Cooperating with Regulatory Investigation
Anne Walsh, chief investment officer of Guggenheim Partners' asset management business, said the company is cooperating with regulators investigating business accounting issues at one of its subsidiar
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Bitcoin and Ethereum prices rose on Monday, with Bitcoin hitting a new high since May and Ethereum reaching a new high since late January.
On Monday morning ET, Bitcoin prices rose to $79,106.77, up 0.8% from Sunday's opening price, reaching their highest level since May. Ethereum prices increased to $2,507.22, up 1.6% from Sunday's open
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Guinness Global Innovators Fund exits Intuit (INTU) over AI disruption concerns for TurboTax
The fund stated in its Q2 2026 investor letter that while Intuit delivered resilient overall results, disappointing TurboTax performance, with revenue growth of 7% falling short of expectations and a
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Guinness Global Innovators Fund highlights Applied Materials (AMAT) as a key contributor in Q2 2026, citing its strong position in the AI chip manufacturing boom
Guinness Global Innovators Fund highlighted Applied Materials (AMAT) as a key contributor in its Q2 2026 investor letter, citing its strong position in the AI chip manufacturing boom. The fund noted t
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Motley Fool analysts believe Microsoft remains one of the best stocks to hold, with its cloud business revenue growing 27% year-over-year in Q4 FY2026, and its stock price up 20% over the past month.
Motley Fool analysis indicates that while the S&P 500 index has risen over 10% year-to-date, Microsoft's stock price has surged 20% in the past month, primarily driven by its strong earnings performan
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JPMorgan Chase Asset Management portfolio manager Berro said the bond market can handle a large issuance of highly-rated bonds
Kelsey Berro, a portfolio manager at JPMorgan Chase Asset Management, noted that the investment-grade bond market faces a busy September, but demand for corporate bonds suggests that concerns about he
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CrowdStrike Announces Over 250% Quarter-over-Quarter Growth in AIDR Annual Recurring Revenue, Establishes Partnerships with OpenAI, Anthropic, and Google
CrowdStrike announced that its AI-powered Detection and Response (AIDR) annual recurring revenue (ARR) grew over 250% quarter-over-quarter, and it has established Falcon platform launch partnerships w
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South Korea said the United States has called off a joint marine drill scheduled for next month due to limited forces caused by the U.S. war with Iran.
U.S. Marine Corps officials formally notified South Korea in June that its ability to deploy forces during this year’s “Ssangyong” exercise would be limited due to the situation in the Middle East, So
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Donald Trump posted on Truth Social that Iran is collapsing completely
Donald Trump posted on Truth Social that Iran is collapsing completely
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U.S. stock index futures fell in premarket trading as investors focused on economic data this week and NVIDIA's earnings report.
U.S. stock index futures edged lower in premarket trading on Monday, as the market braced for a busy week of economic data releases and NVIDIA's upcoming crucial earnings report.
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JPMorgan Chase Warns: S&P 500 Could Face Sell-Off in Autumn, Citing AI Stock Divergence Similar to Dot-Com Bust
JPMorgan Chase technical strategist Jason Hunter points to deteriorating market internals, a lack of conviction in the tech/AI leadership rotation, rising government bond yields, and a defensive shift
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U.S. Trade Representative Greer accused Canada of causing the trade talks to break down, stating that they "wanted more."
U.S. Trade Representative Jamieson Greer said on CNBC on Monday that Canada was to blame for the breakdown of trade talks last week, saying Ottawa changed its demands at the last minute. Greer noted t
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Peter Schiff Warns AI Poses Threat to Bitcoin, Citing Competition for Capital and Infrastructure
Economist Peter Schiff stated on August 23 that artificial intelligence (AI) is a threat to Bitcoin, not a bullish factor, as both compete for speculative capital, electricity, and data-center infrast
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US economic growth lost momentum in July, with the Chicago Fed National Activity Index falling to -0.08 from 0.06 in June, signaling growth below the historical trend.
US economic growth lost momentum in July, with the Chicago Fed National Activity Index falling to -0.08 from 0.06 in June, signaling growth below the historical trend.
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HSBC Analysts Say NVIDIA Stock Re-rating Needs New Narrative, Bullish on Its Open-Source AI Positioning to Expand Market and Boost Profit
HSBC analyst Frank Lee points out that the next major re-rating of NVIDIA's (Nvidia) stock will be driven by a new narrative, rather than current earnings and product roadmaps. He believes that if NVI
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Pro-Palestinian activists occupy UK aircraft parts factory, accusing it of supplying ejector seat components to Israeli military
Pro-Palestinian activists occupy UK aircraft parts factory, accusing it of supplying ejector seat components to Israeli military
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Israel is accused of using kites as a pretext to escalate attacks on Gaza.
Al Jazeera reported that Israeli Prime Minister Benjamin Netanyahu on Sunday threatened Palestinian groups with an escalation of attacks if they continued to launch "kites, drones and balloons" from t
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The US 30-year government bond yield has become the market's new fear gauge, as concerns about government debt and fiscal credibility intensify.
A Bloomberg survey showed that 66% of respondents expect the 10-year government bond yield to break above 5% this year. However, KB Securities believes investors are overly pessimistic, pointing out t
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Retired Lineman Made Costly Error by Accepting $310,000 Pension Buyout Check Personally, Triggering 20% Federal Withholding and Potential Tax Penalties
A 64-year-old retired utility lineman accepted a $310,000 lump-sum pension buyout check made out to himself, rather than opting for a direct rollover to an IRA. This decision triggered a mandatory 20%
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Bond yields reach multi-year highs, but Barclays finds bonds at fair value and not yet cheap
Bond yields have climbed to their highest levels in years. However, Barclays strategists assess that bonds are currently at fair value, indicating they are not yet considered cheap enough to buy.
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Xinyisheng's H1 revenue increased by 100.34% year-on-year to 20.91 billion yuan, and its net profit attributable to the parent company surged by 90.98% to 7.529 billion yuan. The gross profit margin of its optical interconnect products rose to 48.46%.
Xinyisheng announced its financial report for the first half of 2026, with the company achieving operating revenue of 20.910 billion yuan, a year-on-year increase of 100.34%; net profit attributable t
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Canada sees little chance of resuming trade talks with the United States before the U.S. midterm elections, following unsuccessful negotiations.
Canada sees little chance of resuming trade talks with the United States before the U.S. midterm elections, following unsuccessful negotiations.
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Brazil's latest polls show President Lula's lead over conservative challenger Bolsonaro narrowing as official campaign activities begin.
Brazil's latest polls show President Lula's lead over conservative challenger Bolsonaro narrowing as official campaign activities begin.
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Oil flows through the Strait of Hormuz remain strong despite ongoing war, with UAE, Iraq, Kuwait, and Saudi Arabia reportedly shipping barrels to global markets.
Oil flows through the Strait of Hormuz remain strong despite ongoing war, with UAE, Iraq, Kuwait, and Saudi Arabia reportedly shipping barrels to global markets.
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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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Iranian FM Araghchi: Saudi, Houthis silent on mediation offer, warns on Egypt's intervention
Iranian Foreign Minister Abbas Araghchi stated that neither Saudi Arabia nor Yemen's Houthis have responded to Iran's offer to mediate talks to end their conflict. Araghchi also cautioned that Egypt j
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Anthropic pitches AI safety bill that would require judge's permission to block models
Anthropic has proposed a draft AI safety bill to Congress, which would allow the blocking of AI models if they pose a "foreseeable, imminent risk" of causing over 50 deaths or more than $1 billion in
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Iraq's Prime Minister ordered the indefinite closure of the Shalamcheh border crossing with Iran, effective Wednesday.
An Iraqi government official told Al Jazeera that Iraqi Prime Minister Ali Zaidi has ordered the indefinite closure of the Shalamcheh border crossing with Iran, and several other crossings will be gra
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Smart TV Owners Are 'Vibe Coding' Ads and Tracking Software Out of Their Devices Using AI Agents Like Claude Code, With Over 100 Models Supported
Smart TV Owners Are 'Vibe Coding' Ads and Tracking Software Out of Their Devices Using AI Agents Like Claude Code, With Over 100 Models Supported
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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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Wall Street giants collectively "extinguish the fire" for CoreWeave, with Barclays, Goldman Sachs, and JPMorgan Chase all believing that market concerns about the AI capital expenditure cycle are overblown.
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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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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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Chinese Carmakers Accelerate European Production Plans to Bypass EU Tariffs and Import Quotas on EVs
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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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