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Macro
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U.S. new home sales plunged 10.5% month-over-month in July, with the median sale price down 0.9% year-over-year.
U.S. July new single-family home sales annualized fell to 607,000 units, lower than the expected 620,000 units. Market supply sharply increased from 8.5 months in June to 9.6 months, and the number of
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Broadcom's AI orders exceed $30 billion, Micron Technology locks in approximately $100 billion in memory revenue through five-year agreement
Broadcom's AI semiconductor orders exceeded $30 billion in the second fiscal quarter, with AI semiconductor revenue growing 143% year-over-year to $10.8 billion. The company expects AI chip revenue to
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The Conference Board: US August Consumer Confidence Index reported at 89.4, lower than the expected 90.1
The Conference Board: US August Consumer Confidence Index reported at 89.4, lower than the expected 90.1
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Cerebras Systems and NVIDIA announced their latest financial reports. Cerebras' core revenue grew by 103% to $210 million, while NVIDIA's Q1 revenue was $81.61 billion.
Two companies recently released their financial reports, showcasing different visions for AI computing. NVIDIA (NASDAQ: NVDA) reported Q1 FY2027 revenue of $81.61 billion, with data center revenue rea
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iCapital Strategist Dan Suzuki: U.S. Treasury's efforts to lower yields are insufficient; the Federal Reserve will eventually raise interest rates.
iCapital Strategist Dan Suzuki: U.S. Treasury's efforts to lower yields are insufficient; the Federal Reserve will eventually raise interest rates.
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Spot gold falls nearly 1% to $4,605.68/oz
Spot gold falls nearly 1% to $4,605.68/oz
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Donald Trump Accuses Canada of "Ripping Off" the U.S. for Decades, Citing 400% Tariffs on Farmers and Unreasonable Trade Practices
Donald Trump stated that Canada has been "ripping off" the U.S. for decades, alleging that they charge American farmers 400% or more in tariffs and have driven many U.S. companies out of business. He
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BNP Paribas obtains regional headquarters license in Saudi Arabia, deepening Riyadh-Paris ties
BNP Paribas obtains regional headquarters license in Saudi Arabia, deepening Riyadh-Paris ties
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VNET Group's Q2 2026 Net Revenues Rise 14.2% to RMB 2.78 Billion, Wholesale IDC Capacity Exceeds 1 Gigawatt for First Time
VNET Group (VNET) reported its second-quarter 2026 earnings, with total net revenues increasing by 14.2% year-over-year to RMB 2.78 billion. Adjusted EBITDA grew 25.4% year-over-year to RMB 918.3 mill
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Jim Cramer: 'Give Me Anything But Tech' as Market Rotates from Data Centers to Enterprise Software, Pharma
Jim Cramer stated on CNBC's Squawk on the Street that the market is shifting away from technology, particularly data center-related plays, towards enterprise software and pharmaceutical companies. He
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Pakistan seeks $10 billion facility from US, expects reply within months
Pakistan has requested a $10 billion facility from the US, anticipating a response within a couple of months, as it aims to capitalize on improved ties with the Trump administration.
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Analysis indicates that Vanguard Growth Index Fund Admiral Shares (VIGAX) has a highly concentrated asset portfolio, with NVIDIA, Apple, Google, and Microsoft collectively accounting for 44.6% of its holdings.
The fund tracks the CRSP US Large Cap Growth Index, but its portfolio has become top-heavy. As of June 5, 2026, NVIDIA accounted for 13.3% of the fund's assets, Apple for 12.3%, Google for 9.9%, and M
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Hugging Face hack exposes cybersecurity paradox, highlighting reliance on open-weight Chinese AI models that lack safety guardrails
The incident reveals that Hugging Face uses open-weight Chinese models to defend against rogue AI agents, yet these models themselves are potentially dangerous due to insufficient safety measures.
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Accel-backed AI startup Keenable exits stealth, completes $26M seed round to build web search index for AI agents
Keenable was co-founded by Andrey Styskin, who previously led search, AI, and cloud divisions at Russian search giant Yandex, and German AI scientist Matthias Petri. The company is building a massive
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Hong Kong's Trade Deficit Narrows to Over One-Year Low in July, Driven by Surging Exports and Record Shipments to Mainland China
Hong Kong's Trade Deficit Narrows to Over One-Year Low in July, Driven by Surging Exports and Record Shipments to Mainland China
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Trump orders substantial cuts to U.S.-South Korea joint military drills, citing high costs and inappropriate signal to North Korea
President Donald Trump stated he instructed Pete Hegseth to significantly reduce the exercises, also noting North Korea has been respectful during his presidency.
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Oklo shares have fallen 44% in 2026, despite securing agreements with Meta and Switch to power AI data centers
Nuclear energy company Oklo's shares have dropped 44% in 2026. The company has secured a non-binding agreement with data center operator Switch to deploy up to 12 GW of nuclear power through 2044, and
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Gorilla Technology (GRRR) fell 11% intraday, despite 2027 revenue guidance being 29% higher than market consensus.
Gorilla Technology Group (NASDAQ:GRRR) shares fell 11% to $14.06 in early Tuesday trading after the company reported a near doubling of first-half revenue and raised its full-year revenue guidance to
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Two killed, refinery on fire in Russia’s Krasnodar after Ukraine drone attack
A fire broke out at the Afipsky oil refinery in Russia’s Krasnodar region following a drone attack, which local authorities attributed to Ukraine. At least two people were killed and two others injure
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Israeli forces raid and seize UNRWA training centre in occupied East Jerusalem, drawing condemnation
Israeli forces raided the Qalandiya Training Centre, a key facility operated by the United Nations Relief and Work Agency for Palestinian Refugees (UNRWA), on Tuesday. National Security Minister Itama
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Canada to announce measures to counter U.S. 50% tariffs
Canada will announce a series of measures to protect its workers and businesses from the 50% U.S. tariffs.
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CoinDesk Analysis: Polish Crypto Industry Faces Difficulties Due to Domestic Political Stalemate After EU MiCA Regulation Transition Period Ends
CoinDesk published an article analyzing that after the transitional period of the European Union's Markets in Crypto-Assets (MiCA) regulation ends, the Polish crypto industry's economic ambitions have
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Chainalysis-led 'Operation Lighthouse' with aid from Binance and Coinbase generated over 14,000 investigative leads targeting child exploitation networks
Blockchain intelligence firm Chainalysis organized a multi-day global sting operation, dubbed "Operation Lighthouse," in collaboration with crypto exchanges Binance and Coinbase, as well as law enforc
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US imposes new restrictions on advanced robotics, exposing industry's heavy reliance on Chinese components
Nikkei Asia reported that the new rules are designed to move production back to the United States, but U.S. manufacturers and researchers warn that the move will lead to increased costs and production
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Ukraine discussed the situation in Russian-occupied Oleshky with the US, according to RBC-Ukraine, citing a Kyiv negotiator.
Ukraine discussed the situation in Russian-occupied Oleshky with the US, according to RBC-Ukraine, citing a Kyiv negotiator.
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Yemen army accuses Houthis of attacking Aden and Al-Rayyan airports with ballistic missiles
A Yemeni government forces spokesperson accused the Houthis of targeting Aden International Airport with one ballistic missile and Al-Rayyan Airport in Mukalla with three ballistic missiles in the pas
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UBS cuts starting VP salaries for junior bankers in Zurich by CHF 20,000.
Investment bankers promoted to junior vice president in Zurich this year at UBS Group AG saw a smaller pay increase after the bank adjusted its compensation structure, with starting salaries cut by 20
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U.S. crude oil inventories plummeted by 3.06 million barrels last week, far exceeding the expected decrease and suggesting tightening supply that could push oil prices higher.
U.S. crude oil inventories plummeted by 3.06 million barrels last week, far exceeding market expectations of a 324,000-barrel decrease, signaling tighter U.S. oil supply and potentially upward pressur
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Bloomberg: Middle East Oil Shipments Near Pre-War Levels Despite Increased Iranian Attacks in Strait of Hormuz
Bloomberg: Middle East Oil Shipments Near Pre-War Levels Despite Increased Iranian Attacks in Strait of Hormuz
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OpenAI: PHP Vulnerability Is One of the Most Impactful in Recent Memory Due to Its Severity and Widespread Use
OpenAI: PHP Vulnerability Is One of the Most Impactful in Recent Memory Due to Its Severity and Widespread Use
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Putin's Aide Says Ukraine War Moving Toward an End, Citing Vesti
Putin's Aide Says Ukraine War Moving Toward an End, Citing Vesti
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Kremlin says new round of trilateral talks between Russia, United States, and Ukraine may take place in Abu Dhabi
Kremlin says new round of trilateral talks between Russia, United States, and Ukraine may take place in Abu Dhabi
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Al Jazeera reports that the United States continues to use its veto power at the United Nations to protect Israel, and whoever wins the Israeli election will inherit continued protection from Washington.
Al Jazeera reports that the United States continues to use its veto power at the United Nations to protect Israel, and whoever wins the Israeli election will inherit continued protection from Washingt
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Al Jazeera: Israel-Lebanon War Takes Heavy Toll on Individuals with Autism and ADHD
According to Al Jazeera, the war between Israel and Lebanon has severely impacted individuals with autism and ADHD, who typically rely on stable environments and structured routines. The conflict has
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Survey: Over 50% of managers find it harder to evaluate employees' work after AI adoption
A new survey commissioned by Monday.com and conducted by Nielsen across seven countries reveals that more than 50% of managers are finding it more difficult to evaluate employees' work after adopting
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Critical PHP Vulnerability Affects 70% of Global Websites; Patch Released Early Due to Details Leak
A company stated that a critical vulnerability exists in PHP, affecting up to 70% of websites globally, including WordPress and many government and e-commerce sites. Security researchers claim the vul
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Iranian Foreign Ministry spokesman Esmail Baghaei accused the United States of waging "selective wars" and then "playing the victim."
Iranian Foreign Ministry spokesman Esmail Baghaei accused the United States of escalating regional instability and global economic insecurity through military attacks on Iran. Baghaei posted on X that
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Cloudflare CTO: PHP-related updates are live.
Cloudflare CTO: PHP-related updates are live.
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UK, France Deploy Military Assets to Saudi Arabia Amid Houthi Attacks
The UK and France have deployed military assets to Saudi Arabia, deepening defense ties with the kingdom in response to escalating Houthi attacks. France began sending troops and air defense systems l
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Huawei's Enlight CEO Jin Yuzhi: Automotive intelligence sees three major changes, L3 autonomous driving standard to be implemented in 2027
At the 2026 World Intelligent Connected Vehicles Conference, Jin Yuzhi, Senior Vice President of Huawei and CEO of Qiankun (formerly known as "Intelligent Driving Business Unit"), stated that the latt
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Goldman Sachs, JPMorgan Chase, and Morgan Stanley have dominated the AI stock frenzy, generating $52 billion in equity trading revenue this year.
The three major Wall Street investment banks—Goldman Sachs, JPMorgan Chase, and Morgan Stanley—have collectively generated $52 billion in equity trading revenue year-to-date, capturing nearly 80% of t
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Finland, the Netherlands, and France have shut down or taken offline some government internet services/websites due to a PHP vulnerability.
Finland has shut down national internet services due to PHP vulnerabilities, while the Dutch National Cyber Security Centre has taken websites offline, and France has temporarily taken down provincial
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Two critical vulnerabilities, rated 9.2/10, have been exposed in PHP, threatening millions of websites. Cloudflare has reported early attacks, and EU officials are urging immediate patching.
Two critical vulnerabilities, rated 9.2/10, have been exposed in PHP, threatening millions of websites. Cloudflare has reported early attacks, and EU officials are urging immediate patching.
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Paris Police Renew Partial Curfew Wednesday Evening, AFP Reports
Paris Police Renew Partial Curfew Wednesday Evening, AFP Reports
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Kremlin: Putin is "in principle" ready to restart US-Russia-Ukraine peace talks in mid-November and willing to facilitate a diplomatic solution for Iran.
The Kremlin stated that Putin is, in principle, ready to resume US-Russia-Ukraine negotiations in mid-November, focusing on post-war security guarantees. Following talks with US envoy Steve Witkoff, M
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SkyAI's largest shareholder, Bastion Trading, criticizes the company's $201 million cash tender offer, calling for greater transparency and revised terms.
Bastion Trading, a major shareholder in SkyAI, criticized the company for proceeding with a $201 million cash tender offer without meeting its demands for improved terms and increased transparency. Ba
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Gaza Health Ministry Reports 74,494 Killed, 175,604 Wounded Since October 2023
The Gaza Health Ministry reported that 74,494 people have been killed and 175,604 wounded in Gaza since October 2023. Additionally, since the so-called ceasefire in October 2024, 1,534 Palestinians ha
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OpenAI expands ChatGPT Ads to 26 new countries, accelerating diversification push
OpenAI on Wednesday announced it will roll out ChatGPT Ads to 26 additional countries, its latest push to build out its nascent advertising unit. This expansion brings ChatGPT Ads to a total of 89 cou
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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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Oracle, Meta, and SpaceX credit default swaps (CDS) hit all-time highs, as the market anticipates a surge in AI-related bond issuance in Q4.
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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
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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
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Anthropic pitches AI safety bill that would require judge's permission to block models
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Anthropic reportedly faces a compute shortage as cloud giants view it as a competitor, plans November IPO.
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Media reports: Amazon Web Services (AWS) has billions of dollars worth of NVIDIA chips backlogged in its warehouses due to power shortages, leading to negative free cash flow.
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Hansoh Pharmaceutical inks up to $15B drug deal with Roche, China's innovative drug out-licensing hits $130B
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U.S. equity index futures rose, boosted by strong earnings reports from AI-related companies.
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King Charles III of the UK praised Oman's peaceful efforts in reopening the Strait of Hormuz.
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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.
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