Macro
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Jim Cramer says political backlash against data centers favors big tech hyperscalers like Amazon, Alphabet, Microsoft, and Meta
Jim Cramer stated on Monday that increasing political opposition to data center construction is shifting the advantage towards the largest technology companies at the expense of smaller developers. He
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Wall Street expects NVIDIA and Meta to lead the "Magnificent Seven" in Q3 earnings, driven by strong demand for NVIDIA Blackwell and Meta Advantage+ ad automation.
Wall Street analysts expect NVIDIA and Meta Platforms to outperform the other "Magnificent Seven" companies in their third-quarter earnings, leveraging their respective strengths. NVIDIA benefits from
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JPMorgan expects booming humanoid robot demand in U.S. manufacturing, citing $10/hour robot cost vs. $30/hour human workers.
JPMorgan expects booming humanoid robot demand in U.S. manufacturing, citing $10/hour robot cost vs. $30/hour human workers.
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Commonwealth Bank of Australia launches PaidIt platform, aiming to simplify business payment processes and support the discontinuation of cheques by 2028.
Commonwealth Bank of Australia (CBA)'s PaidIt platform is designed to help businesses process various types of payments, including settlements, compensation, and refunds, especially in situations wher
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UK Credit Card Repayments Fall 2.4% in June, Balances Hit Record £1,975; Missed Payments Rise, FICO Warns
According to FICO's June 2026 figures, the proportion of balances repaid dropped 2.4% month-on-month to 33.3%, while the average active balance increased 1.4% to a record £1,975 ($2,693). Average card
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Nearly two-thirds (roughly 300) of S&P 500 stocks have already sold off, down 10% or more from their 52-week highs
Data from S&P Global Market Intelligence and MarketSurge shows that roughly 300 stocks in the S&P 500, including Trade Desk (TTD), Costar (CSGP), and Fiserv (FISV), have fallen 10% or more from their
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Hedge fund Tiger Global Management reduced its stake in NVIDIA and initiated a new position in AMD in the second quarter.
According to the latest 13-F filings, Tiger Global Management, the hedge fund managed by billionaire Chase Coleman, significantly reduced its stake in NVIDIA by approximately 7% in the second quarter,
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Russia considers suspending grain export duties until the end of 2026 to counter transport disruptions caused by Ukrainian attacks.
Russia considers suspending grain export duties until the end of 2026 to counter transport disruptions caused by Ukrainian attacks.
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Semiconductor Micro's revenue for the first half of 2026 was 897 million yuan, a year-on-year increase of 26.47%, while net profit was 8.0622 million yuan, a year-on-year decrease of 49.37%.
Semco Micro's semi-annual report shows that the company's revenue continued to grow in the first half of the year, but profit was under pressure. This is attributed to the sustained R&D and market inv
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OpenAI bans a batch of ChatGPT accounts used for Russian disinformation campaigns.
OpenAI stated that these accounts were used to support a covert online influence operation to spread disinformation. The company discovered the issue by investigating AI-generated social media posts a
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China's Puling Fund announced it will cease public fund sales services after August 31, with over 20 public funds having already terminated their cooperation.
Pulong Fund Sales Co., Ltd., a Chinese third-party fund distribution agency, announced that due to business strategic adjustments, it will officially cease all public fund sales services after August
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Deutsche Bank strategist Henry Allen: Markets are looking for Jerome Powell-esque guidance
Deutsche Bank macro strategist Henry Allen discussed PCE data and market expectations ahead of the Jackson Hole Economic Policy Symposium on Bloomberg Television.
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Hashed's ShardLab Invests in Southeast Asian Payment Platform StoreHub, Establishes Joint Venture to Develop Payment and Reward Experiences
ShardLab, the fintech investment arm of investment firm Hashed, will establish a joint venture with StoreHub following this investment. The joint venture will focus on developing new consumer payment
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Yahoo Finance Analysis: SCHD Outperforms VNQ in High-Interest Rate Environment, Delivering 63% Returns Since August 2021
Yahoo Finance analysis indicates that in an environment of "long-term high interest rates," the Schwab U.S. Dividend Equity ETF (SCHD) has significantly outperformed the Vanguard Real Estate ETF (VNQ)
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Cathie Wood's Ark Invest predicts in its 2026 "Big Ideas" report that Bitcoin's market cap will reach $16 trillion by 2030, corresponding to a price of $797,000 per coin.
Ark Invest, in its 2026 "Big Ideas" report, stated that Bitcoin's market capitalization is expected to reach $16 trillion by 2030, implying a price of $797,000 per Bitcoin, representing a potential ga
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Azura Financial Launches Azura Private Advisory Platform for HNWIs, Led by Former Commonwealth Bank Executive Ben Braysich
Azura Financial has launched Azura Private, a new advisory platform targeting high-net-worth individuals (HNWIs), families, and corporate clients seeking complex finance solutions. The Stella Private
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LANXESS Targets Deeper Cost Cuts and Deleveraging Amid Weak Chemical Markets
Specialty chemicals company LANXESS is pursuing additional cost reductions and portfolio adjustments, expecting €170 million in further savings through 2028 from its FORWARD! program. The company repo
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Nancy Pelosi's husband, Paul Pelosi, invested up to $12 million in AI energy company Bloom Energy.
According to a periodic transaction report filed with the House Clerk on August 21, Nancy Pelosi's husband, Paul Pelosi, added positions in AI energy company Bloom Energy to his family's investment po
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Billionaire Alex Gerko is shutting down his old investment fund at the center of a UK Supreme Court tax dispute
The investment partnership was involved in a long-running dispute over levies on historical trading profits, which the shutdown now brings to a close.
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Trump: Iran Humanitarian Crisis Must Be Stopped Now
Trump: Iran Humanitarian Crisis Must Be Stopped Now
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UBS warns US stock market fragility hits near two-year high, with its "Turbu-lens" index rising to 1 for the first time since late 2024
UBS's "Turbu-lens" index, used to measure the fragility of the US stock market, recently rose to 1, reaching its highest reading for the first time since late 2024. UBS strategists stated directly tha
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India's crude import bill surges, with Strait of Hormuz shipping rates up 411% to $4.34/barrel and war-risk insurance soaring to $10 million per passage.
India's crude oil import bill has soared since the Iran war began, which choked Middle Eastern oil supply and raised benchmark crude prices. Freight rates from Ras Tanura (Saudi Arabia) to India via t
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Scotiabank's Q3 Adjusted EPS of C$2.28 Beats Forecasts, Driven by Record Wealth Management and Global Banking Results
The Canadian bank's net income rose to C$2.95 billion (US$2.13 billion), or C$2.27 a share, from C$2.53 billion, or C$2, a year earlier. The strong performance was across its business lines, including
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Analysis points out that most investors have overlooked Microsoft's AI moat, with its AI business's annualized revenue run rate reaching $37 billion, a year-over-year increase of 123%.
The article suggests that Microsoft has built one of the strongest AI moats in the market, making it a buyable stock. Data shows that Microsoft's revenue for fiscal year 2026 is projected to be approx
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Eastern Libya parliament approves 2019 maritime deal with Turkiye, ending Haftar's 2020 boycott
Eastern Libya parliament approves 2019 maritime deal with Turkiye, ending Haftar's 2020 boycott
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Citadel's Esposito Discusses Bank Partnerships, Fixed Income Growth, and Prediction Markets
Citadel Securities President Jim Esposito discusses the firm's relationship with banks, plans to grow in the fixed income market and his views on prediction markets with Bloomberg's Dani Burger on the
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Yemen's army claims to have 'neutralised' 200 Houthi fighters in 24 hours
Yemen's government army announced it carried out 744 strikes against Houthi positions over the last 24 hours, claiming to have "neutralised" 200 Houthi fighters and destroyed or disabled 90 military v
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Source: Iran-US talks continue, reports of a deal being close are wrong.
Source: Iran-US talks continue, reports of a deal being close are wrong.
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Europe's benchmark natural gas price, TTF, rose above 88 euros per megawatt-hour, reaching a new high for the year; the Financial Times analyzed that there is no need for excessive concern.
Europe's benchmark natural gas price, TTF, recently surged above €88 per megawatt-hour, marking a new high for the year and more than tripling since before the Middle East conflict erupted in mid-Febr
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Brazil has suspended poultry exports to its largest buyer, China, following the confirmation of highly contagious Newcastle disease cases.
Brazil has suspended poultry exports to its largest buyer, China, following the confirmation of highly contagious Newcastle disease cases.
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Military analyst: US-mediated Lebanon-Israel diplomacy unlikely to succeed due to Beirut's lack of leverage
Military analyst Elijah Magnier stated that US-mediated negotiations between Lebanon and Israel are unlikely to produce an agreement because Beirut lacks the “leverage” needed to secure an Israeli wit
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Sources say the Trump administration was "very close" to approving military strikes against Iran. Donald Trump has pledged not to launch new strikes before November 3, but Iranian officials expect bombing to eventually resume.
Sources say the Trump administration was "very close" to approving military strikes against Iran. Donald Trump has pledged not to launch new strikes before November 3, but Iranian officials expect bom
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White House: The Trump administration significantly reduced illegal immigration in less than two years, with illegal border crossings falling to historic lows.
The White House announced that the Trump administration significantly reduced illegal immigration in less than two years, with over 3 million immigrants departing the United States during Donald Trump
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Netanyahu says he and Trump spoke on Sunday about new efforts to oust Iran’s government, committed to “elimination of the Iranian regime.”
Netanyahu says he and Trump spoke on Sunday about new efforts to oust Iran’s government, committed to “elimination of the Iranian regime.”
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Coinbase CEO Brian Armstrong: Crypto has eliminated many of the waits in traditional finance, allowing money to flow at the speed of information.
Coinbase CEO Brian Armstrong tweeted that crypto has eliminated many previously accepted waiting periods in traditional finance, such as stablecoins flowing cross-border on weekends and holidays, toke
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Russia hits energy facility in Kyiv, mayor says
Russia hits energy facility in Kyiv, mayor says
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Barclays: CoreWeave Bond Yield Spike Is Localized Risk, AI Investment Cycle Not Facing Systemic Crisis
Unsecured bond yields for AI data center company CoreWeave have surged to 15%, raising market concerns about the sustainability of AI infrastructure investment cycles. According to the Financial Times
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Southern African private equity firms anticipate an increase in deal activity next year, driven by a recovery in exits and higher fundraising that will unlock capital, according to a survey.
Southern African private equity firms anticipate an increase in deal activity next year, driven by a recovery in exits and higher fundraising that will unlock capital, according to a survey.
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The U.S. Securities and Exchange Commission (SEC) and the French Financial Markets Authority (AMF) have signed a regulatory memorandum of understanding (MOU) aimed at facilitating consultations and information sharing between investment advisers and investment service providers.
The U.S. Securities and Exchange Commission (SEC) and the French Financial Markets Authority (AMF) have signed a regulatory memorandum of understanding (MOU) aimed at facilitating consultations and in
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A Saudi-led coalition said it destroyed a drone in the Riyadh region, hours after shooting down a ballistic missile launched by Houthi rebels.
A Saudi-led coalition said it destroyed a drone in the Riyadh region, hours after shooting down a ballistic missile launched by Houthi rebels.
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Analyst Krieg: UK Support for Saudi Arabia is Crucial for Supply Chains, Reflecting US "Trust Issues" in the Gulf
Andreas Krieg, an associate professor of security studies at King's College London, stated that the UK's deployment of fighter jets to assist Saudi Arabia in defending against Houthi attacks is "a fun
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Netanyahu: Spoke with Trump on Monday about the importance of eliminating the Iranian regime
Netanyahu: Spoke with Trump on Monday about the importance of eliminating the Iranian regime
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Highly-rated investors such as T. Rowe Price and Invesco are focusing on top-rated junk bonds, as a market sell-off has lowered their valuations.
Highly-rated investors such as T. Rowe Price and Invesco are focusing on top-rated junk bonds, as a market sell-off has lowered their valuations.
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Lebanese Military Court Issues Arrest Warrants for Two Hezbollah Members Over Explosives Transfer
A Lebanese military court has issued arrest warrants for two Hezbollah members in connection with the transfer of explosives. This follows an acknowledgment last week by a Hezbollah MP that a 500kg sh
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Donald Trump's envoy, Witkoff, will meet with Zelenskyy, then travel to Moscow in an attempt to restart Russia-Ukraine peace talks.
Donald Trump's envoy, Steve Witkoff, will meet with Ukrainian President Volodymyr Zelenskyy before traveling to Moscow, a trip aimed at restarting peace talks between Ukraine and Russia, the Financial
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One person was killed and several others were injured in an Israeli attack on the Nuseirat refugee camp in central Gaza, bringing the death toll for the day to six, Al Jazeera reported, citing Al-Aqsa Martyrs Hospital.
One person was killed and several others were injured in an Israeli attack on the Nuseirat refugee camp in central Gaza, bringing the death toll for the day to six, Al Jazeera reported, citing Al-Aqsa
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US Treasury Secretary Bessent Sees No Spillover From France Bond Market’s Turmoil
US Treasury Secretary Scott Bessent said he doesn’t anticipate a spillover from the French bond market, which has seen surging yields that have in turn driven a broader conversation about the European
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Japan plans to discuss transferring H3 rocket launch operations to Mitsubishi Heavy Industries by 2027 to compete with SpaceX
Japan plans to discuss transferring H3 rocket launch operations to Mitsubishi Heavy Industries by 2027 to compete with SpaceX
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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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Fitch flags US sovereign rating downgrade risk as FY2026 deficit hits $1.99 trillion, net interest expense breaks record at $1.05 trillion.
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Economists expect bond yields to remain elevated for an extended period, alongside stronger economic growth and eventual inflation relief, according to a Wall Street Journal survey.
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Nscale, backed by NVIDIA, is reportedly in talks with Anthropic for a $45 billion cloud computing deal.
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BMO Capital Markets Appoints Rahim Bapoo to Lead Global Critical Minerals Strategy and Expand Florida Presence
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Advantage Partners is preparing to launch Japan's first large-scale forestry fund as early as this spring, aiming to consolidate forest resources and generate returns through timber, biomass, and carbon credits.
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Most U.S. stocks rose as AI credit concerns eased; market focus shifts to upcoming AI earnings reports.
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Anthropic is AI trade's last big hope for a major IPO this year, with 75% odds on Kalshi despite Q3 revenue of $16.8B and valuation cut
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New Zealand Q3 inflation seen easing to 3.8%, but Q4 acceleration is forecast to drive more rate hikes
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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.
Markets Today
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