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Macro
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Russia launches Soyuz-2.1 rocket with military satellite into space from Arkhangelsk
Russia launches Soyuz-2.1 rocket with military satellite into space from Arkhangelsk
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Prediction markets doubt Treasury Secretary Bessent's bond interventions, see 10-year yield hitting new highs in 2026
Prediction market traders on platforms like Kalshi and Polymarket are skeptical that Treasury Secretary Scott Bessent's bond interventions will significantly lower yields. Speculators on Kalshi see a
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Analysis suggests that as inflation rises again, Vertex Pharmaceuticals and Visa are two effective safe-haven investments, as indicated by historical experience.
Analysis indicates that inflation in 2026 has risen compared to last year, primarily due to soaring energy and oil prices. Biotechnology company Vertex Pharmaceuticals holds a monopoly in cystic fibro
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The Shiller CAPE ratio, a valuation metric in the US stock market, has surpassed 41, marking only the second time in its 145-year history; the "Buffett Indicator" also hit a new all-time high, exceeding 240%.
The widely watched market valuation indicator, the Shiller CAPE ratio (Cyclically Adjusted Price-to-Earnings ratio), recently surpassed 41. This has only occurred twice in 145 years of data, with the
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UN officials and experts state that Israeli settler attacks on Palestinians in the West Bank are accelerating and meet the definition of "massacres."
Al Jazeera reported that since October 7 last year, attacks by Israeli settlers on Palestinian communities in the West Bank have accelerated, becoming particularly frequent and violent in the past mon
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US Considers 7.5% Tariffs on China's Overcapacity Ahead of Xi-Trump Talks
US Considers 7.5% Tariffs on China's Overcapacity Ahead of Xi-Trump Talks
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Wells Fargo economist Sarah House said that despite rising interest rates, the U.S. economy can maintain growth, and expects the Federal Reserve's Kevin Warsh to focus on long-term issues rather than interest rate movements at the Jackson Hole meeting.
Wells Fargo economist Sarah House says the U.S. economy can continue to grow despite rising interest rates. She expects Federal Reserve Chair Kevin Warsh will likely use the Jackson Hole meeting to fo
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AI startup General Intuition is in talks to raise funding at a $6 billion valuation, with investors including Valor Equity Partners and Point72 Ventures.
The New York-based startup, which is building a foundational model for training general AI agents to move through space and time, is currently in talks with new investors including Valor Equity Partne
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Bank of America finds AI creating a 'Credit-K' divide in leveraged finance
Bank of America's research note of August 20 reveals a stark gap: AI beneficiaries in leveraged loans saw 26.8% year-over-year revenue growth in Q2, compared to just 3.6% for firms vulnerable to AI di
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Japan's trade ministry plans to launch a data-sharing platform in fiscal 2027 to use AI to accelerate materials development 10-fold
Japan's trade ministry plans to launch a data-sharing platform in fiscal 2027 to use AI to accelerate materials development 10-fold
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NVIDIA Introduces NVLink-Fusion Technology to Connect Custom XPUs with AI Infrastructure for Enhanced Performance and Faster Time to Market
NVIDIA stated that NVLink Fusion is designed to help hyperscalers and AI-native companies integrate their custom XPUs with NVIDIA's leading AI infrastructure, thereby improving performance, accelerati
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U.S. strategic petroleum reserves crude oil inventories fell by about 3.7 million barrels last week to 289.7 million barrels, the lowest level since 1982.
U.S. strategic petroleum reserves crude oil inventories fell by about 3.7 million barrels last week to 289.7 million barrels, the lowest level since 1982.
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UK provides Ukraine with secret blueprints to build its own long-range cruise missiles
The announcement was made during Prime Minister Andy Burnham's first visit to Kyiv, where he met Ukrainian President Volodymyr Zelensky. Correspondent Joe Inwood, however, suggests this offer may not
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Billionaire Leon Cooperman said investors are acting like "Pavlov's dogs" and revealed that his fund, Omega Advisors, added Amrize AG (AMRZ) and GPGI to its holdings in the second quarter.
Kopperman is negative on the market, citing rising fiscal deficits and debt. He quotes Warren Buffett, comparing investors to "Pavlov's dogs," believing they no longer react to events like interest ra
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NVIDIAGroq 3 LPX Enters Full Production, Expands Vera Rubin NVL72 System, Delivering 3,400 Tokens/Second for Agentic AI, 4x Faster Than Competitors
NVIDIAGroq 3 LPX has entered full production, and the Vera Rubin NVL72 system has been expanded, aiming to provide fast token generation for agentic AI systems. In the Gemma 4 31B benchmark, Groq 3 LP
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Marijuana smoking among Americans hits record high of 17%, more than double 2013 levels, while cigarette smoking remains at record low of 11%, according to Gallup
Marijuana smoking among Americans hits record high of 17%, more than double 2013 levels, while cigarette smoking remains at record low of 11%, according to Gallup
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Grant Thornton Australia completes transaction, joins Grant Thornton Advisors multinational platform, with its CEO concurrently appointed as Asia-Pacific CEO.
Grant Thornton Australia has completed a transaction to join the Grant Thornton Advisors international platform, with its CEO, Said Jahani, also taking on the role of CEO for the platform's Asia Pacif
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New Century Advisors Chief Economist Claudia Sahm Argues US Treasury Buybacks Are Not 'QE Lite' and Will Have Limited Market Impact
New Century Advisors Chief Economist Claudia Sahm Argues US Treasury Buybacks Are Not 'QE Lite' and Will Have Limited Market Impact
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Goldman Sachs Partner Warns: Over-reliance on AI Could Lead to "Cognitive Atrophy" in Bankers' Reasoning Skills
Chris Churchman, head of Goldman Sachs' digital platform Marquee and co-chair of the global banking and markets AI working group, stated that if Wall Street outsources reasoning to AI models, a future
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NVIDIA says its Groq racks will go live this year after spending $20 billion to acquire Groq
NVIDIA Senior Director Dion Harris stated that Groq racks will be deployed alongside Vera CPUs and Rubin GPUs at new cloud provider Nebius, going live later this year. NVIDIA acquired the assets of ch
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OpenAI is expanding its AI agent strategy with ChatGPT Work, aiming to integrate AI into diverse professional workflows beyond software engineering
OpenAI's new product, ChatGPT Work, launched last month at $20 per month, is designed to connect large language models (LLMs) with the digital workflows of various white-collar professions, including
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Super Micro shares fell 7% after Taiwanese prosecutors indicted two of its employees and one NVIDIA employee, accusing them of illegally exporting 74 AI servers to China
Taiwanese prosecutors have indicted nine individuals, including two employees from Super Micro Computer (SMCI)'s Taiwan division and one employee from NVIDIA's Taiwan division, on charges of illegally
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Louis Navellier advises investors to ignore data center moratorium fears, expects construction boom to continue through 2029-2030
Navellier stated that despite New York instituting a one-year moratorium on large data centers (consuming 50+ megawatts) to refine regulations, the overall data center boom remains strong. He noted th
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Mexican President Sheinbaum says it was not pertinent for Sinaloa Governor Rocha to return to office after U.S. drug trafficking accusations
Mexican President Sheinbaum says it was not pertinent for Sinaloa Governor Rocha to return to office after U.S. drug trafficking accusations
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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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Oil steadied after choppy Tuesday session as traders parsed conflicting headlines on US-Iran war peace efforts.
Oil steadied after choppy Tuesday session as traders parsed conflicting headlines on US-Iran war peace efforts.
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Iran reportedly prolonging US talks to weaken Trump politically before midterms, preparing for renewed attacks
Iran is deliberately prolonging talks with the United States to try to weaken President Trump politically before November’s US midterm elections, according to a news report citing unnamed senior Irani
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Elon Musk: $1T in SpaceX revenue by 2028 is no longer impossible
Elon Musk: $1T in SpaceX revenue by 2028 is no longer impossible
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Houthis media reports three more air strikes on Taiz
Houthis media reports three more air strikes on Taiz
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The U.S. CFTC has released the agenda for its AI Forum, which will explore the impact of AI on trading and agency finance.
The U.S. Commodity Futures Trading Commission (CFTC) Innovation Initiative will hold its first "Frontiers in Finance" series meeting on October 28, focusing on the potential impact of artificial intel
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Iran's Foreign Ministry condemned "interventionist actions" by the United States against Cuba, stating they violate international law.
Iran's Foreign Ministry issued a statement condemning "interventionist actions" by the United States against Cuba, including sanctions and threats and intimidation against Cuban state officials, Al Ja
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Bitcoin Accumulators Offer Higher Yields Amid Rising Rates
Digital-asset treasury companies are providing even higher yields to attract investors and sustain their crypto-buying strategies, indicating the Bitcoin treasury trade remains resilient despite emerg
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Jay Clayton, the U.S. Director for AI Affairs, stated that the AI working group's recommendations on the responsible development of AI will be released "soon," without providing an exact date. The working group held its first meeting on October 16 and established its operational framework.
Jay Clayton, the U.S. Director for AI Affairs, stated that the AI working group's recommendations on the responsible development of AI will be released "soon," without providing an exact date. The wor
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Analyst Mortazavi believes that a war against Iran could strengthen Iranian nationalism rather than lead to regime change, as an external attack would rally the Iranian people around their homeland.
Analyst Mortazavi believes that a war against Iran could strengthen Iranian nationalism rather than lead to regime change, as an external attack would rally the Iranian people around their homeland.
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UK Police Re-Arrest Two Men Suspected of Assisting Iranian Intelligence
British police have re-arrested two men under the National Security Act on suspicion of assisting Iranian intelligence services. The pair were previously arrested in connection with an incident last m
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Over 3,000 businesses were damaged in the French weekend riots, with the government pledging financial support.
Over 3,000 businesses were damaged in last weekend's riots in France, with owners facing significant losses. The French government has pledged financial support to address the escalating tensions spar
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Strong UK gold investment demand drives Swiss gold exports to multi-year high in September
Switzerland's gold exports rose 6% month-on-month in September to 165.2 tons, the highest level since February 2025. Exports to the UK increased by 24% month-on-month to 126.2 tons, a new monthly high
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Bitwise and Hyperliquid seek SEC rule changes for token trading and airdrops
Bitwise and Hyperliquid are seeking rule changes from the U.S. Securities and Exchange Commission (SEC) for token trading and airdrops. The firms are pushing for clearer guidance on the classification
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Iran's Army Chief Warns of 'More Forceful Response' to Any New Attack
Major-General Ali Abdollahi, Iran’s armed forces chief of staff, stated during a visit on Tuesday to a military facility that any renewed attack on the country will meet a “more forceful response”. He
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U.S. Secretary of State Rubio: Reaching an agreement with Iran is extremely difficult; economic pressure will continue.
U.S. Secretary of State Marco Rubio told CNBC that reaching a deal with Iran would be "extremely difficult," and Washington would continue to exert economic pressure until Iran stops attacking commerc
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OpenAI acquires AI biotech startup Orchestra Bio to boost its life sciences AI model Rosalind
OpenAI announced on Tuesday that it has acquired Orchestra Bio, a four-year-old AI biotech software startup that had reportedly raised around $20 million by 2025. The acquisition aims to integrate Orc
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Qatar's Emir Sheikh Tamim bin Hamad Al Thani met with French President Emmanuel Macron at Lusail Palace to discuss economic, security, and defense cooperation.
Qatar's Emir Sheikh Tamim bin Hamad Al Thani met with French President Emmanuel Macron at Lusail Palace to discuss economic, security, and defense cooperation.
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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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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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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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Apple's market capitalization has surpassed $5 trillion for the first time, with analysts divided on the prospects of its "light AI" strategy.
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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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HSBC CEO warns not all data centers are good bets amid AI boom
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U.S. Representative Rashida Tlaib called for the arrest of Israeli commanders allegedly responsible for the killing of 5-year-old Hind Rajab in Gaza.
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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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