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Eli Lilly's Q2 revenue grew by 48%, and it plans to submit a BLA for its weight-loss drug Retatrutide in Q1 2027; Novo Nordisk, on the other hand, laid off 12,000 employees.
Eli Lilly reported a 48% increase in Q2 2026 revenue and raised its full-year guidance. Its weight-loss drugs, Mounjaro and Zepbound, generated a combined $14.9 billion in sales in Q2, capturing appro
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Evercore ISI Reiterates Outperform on Apple, Sets $365 Price Target Amid AI Mac Push
Evercore ISI reiterated its "Outperform" rating on Apple and set a $365 price target. This follows Apple's refreshed Mac mini launch, featuring new M6 and M5 Pro models with significant AI and perform
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Manning & Napier Advisors analyst Kelly Covley warns AI revenue slowdown would be market's biggest test
Manning & Napier Advisors senior investment analyst Kelly Covley stated that the market has become increasingly dependent on the AI trade, making stocks more vulnerable if demand begins to weaken. She
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Ukraine's double-barreled drone strikes snarl Russian oil flows from Novorossiysk and tumble crude processing
Ukraine's double-barreled drone strikes snarl Russian oil flows from Novorossiysk and tumble crude processing
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AI data center provider CoreWeave's debt reached $35 billion by the end of Q2 2026, with quarterly interest expenses of $640 million.
CoreWeave's AI data center capacity has expanded from approximately 70 megawatts at the end of 2023 to 1.5 gigawatts by mid-2026, with projections to exceed 1.8 gigawatts by the end of 2026 and reach
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Self-driving truck startup Gatik raises $200M in new funding round
The round was led by Qatar Investment Authority and Koch Disruptive Technologies, with participation from Millennium Management, ARK Invest, and Intact Private Capital. The Santa Clara, California-bas
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Daiwa Securities unit partners with Australian VC to launch Sakura Fund, targeting $143 million for AI, quantum, and food tech startups
Daiwa Corporate Investment, a subsidiary of Japan's Daiwa Securities Group, is teaming up with an Australian venture capital firm to establish the Sakura Fund. The fund aims to raise $143 million this
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UBS warns US-Canada trade tensions threaten economic growth, downgrades Canada's 2026 GDP growth forecast to 0.9%
UBS states that escalating US-Canada trade tensions could harm Canada's economic recovery by weakening business confidence, consumer spending, and investment. The bank has lowered its forecast for Can
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OpenAI CEO Sam Altman admits AI boom is running late, stating it's in 'Palm Pilot stage' before 'iPhone moment' and revealing OpenAI shelved Sora due to excessive compute consumption.
OpenAI CEO Sam Altman admitted over the weekend that the AI boom is running late, describing the current state of AI adoption as the 'Palm Pilot stage' before an 'iPhone moment' that would completely
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Analysts say buy Amazon and Microsoft, avoid Tesla
Yahoo Finance analysis suggests that Amazon and Microsoft are tech stocks worth increasing holdings in, while Tesla should be avoided for now. The analysis believes that Amazon and Microsoft have dive
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With 70 days until the US midterm elections, the probability of the Democratic Party controlling both the House of Representatives and the Senate is predicted to be 47%, while the probability of the Democratic Party controlling the House and the Republican Party controlling the Senate is 39%.
With 70 days until the US midterm elections, the probability of the Democratic Party controlling both the House of Representatives and the Senate is predicted to be 47%, while the probability of the D
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Goldman Sachs, Citi, JPMorgan Face Subpoenas Over AI Hedge Fund: Reports
Goldman Sachs, Citi, JPMorgan Face Subpoenas Over AI Hedge Fund: Reports
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VIX curve shows "bulge" as traders prepare for increased volatility around November US midterm elections
Bloomberg Markets reports that the VIX curve shows a "bulge," indicating that stock market traders are preparing for a potential increase in volatility around the November US midterm elections. Althou
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Boston Fed President Collins says it's appropriate to raise interest rates "soon" absent evidence of sustained disinflation
Boston Fed President Collins says it's appropriate to raise interest rates "soon" absent evidence of sustained disinflation
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The Donald Trump administration plans to cancel non-immigrant visas for asylum seekers, potentially affecting up to 200,000 people.
Experts say the move could become the largest single visa revocation in U.S. history. The U.S. State Department will revoke B-1 and B-2 business or tourist visas issued between 2016 and 2026 for holde
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CBS reporter on X: CIA Director John Ratcliffe traveled to Russia
CBS reporter on X: CIA Director John Ratcliffe traveled to Russia
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Financial Times analysis suggests Trump's 'economic D-day' unlikely to force Iran's capitulation, citing past failures
The Financial Times analyzes whether Trump's proposed 'economic D-day' strategy could compel Iran to make concessions. The analysis notes that Tehran did not yield to 'maximum pressure' sanctions eigh
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AlibabaAI Cloud Business Revenue Grows 45%, Pledges RMB 380 Billion Investment to Accelerate Transformation
Alibaba's Q1 FY2027 (ending June 30) earnings report shows that its AI cloud and computing services revenue increased by 45% year-over-year to RMB 48.4 billion (approximately $7.1 billion), with adjus
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White House Says No Iran Talks Underway Or Scheduled
White House Says No Iran Talks Underway Or Scheduled
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Trump: US lost $60 billion annually to Canada in trade over last decade, 'No more!'
Donald Trump stated on Truth Social that the United States has, on average, lost $60 billion a year in trade with Canada over the past 10 years, adding "No more!"
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Adnoc Extends $2.7 Billion Ship-Buying Spree with Two More LNG Carriers to Boost UAE Energy Exports
Adnoc Extends $2.7 Billion Ship-Buying Spree with Two More LNG Carriers to Boost UAE Energy Exports
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Wall Street Analysts: Micron Technology and Broadcom Shares Could Rise 66% and 46% Respectively
According to Yahoo Finance, Wall Street analysts believe that Micron Technology (MU) and Broadcom (AVGO) still have significant upside potential as major beneficiaries of the artificial intelligence (
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OpenAI claims its new chips can outperform NVIDIA processors in tests
OpenAI claims its new chips can outperform NVIDIA processors in tests
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Boston Fed President Collins: Inflation is Still Too High, Concerned About the Price Stability Part of the Fed's Mandate
Boston Fed President Collins: Inflation is Still Too High, Concerned About the Price Stability Part of the Fed's Mandate
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US September Housing Starts Fell 5.2% to 1.221 Million Units, Below Consensus Expectation of 2.0% Growth
US September Housing Starts Fell 5.2% to 1.221 Million Units, Below Consensus Expectation of 2.0% Growth
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Russian Military Satellite Manoeuvred Within Metres of US Commercial Satellite Aiding Ukraine, Analysts Call It a First and a Warning
A Russian military satellite, Cosmos 2612, recently manoeuvred to within approximately 500 metres of ICEYE-X36, a US-registered commercial radar satellite believed to provide intelligence to Ukraine.
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Morgan Stanley Warns: $1.6 Trillion AI Infrastructure Investment Faces Three Major Risks — "People, Power, and Politics" — Potentially Leading to a "Catastrophic" Reversal
Morgan Stanley public policy strategist Ariana Salvatore has released an in-depth report warning that up to $1.6 trillion in AI infrastructure capital expenditure plans face three core constraints—"pe
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Russian oil exports fell to a one-month low last week, as the key Baltic port of Primorsk suspended operations for maintenance.
Russian oil exports fell to a one-month low last week, as the key Baltic port of Primorsk suspended operations for maintenance.
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ADP Report: US private sector hiring momentum significantly slowed by 29%, with an average of 18,500 new jobs added per week in the four weeks ending October 3.
ADP Report: US private sector hiring momentum significantly slowed by 29%, with an average of 18,500 new jobs added per week in the four weeks ending October 3.
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Analyst: Iranian Leadership Views Current War as "Existential Threat," Vows to Resist to the End
Iranian-American journalist and political analyst Negar Mortazavi stated at the Doha Global Security Forum that the war against Iran erupted because Netanyahu convinced Donald Trump that Iran was a "p
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According to Al Jazeera, Israeli airstrikes targeted the outskirts of the southern Lebanese towns of Nabatieh al-Fawqa and Kfar Tebnit, with no immediate reports of damage.
According to Al Jazeera, Israeli airstrikes targeted the outskirts of the southern Lebanese towns of Nabatieh al-Fawqa and Kfar Tebnit, with no immediate reports of damage.
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European Natural Gas Prices Climb Above €90 for First Time Since 2022
European natural gas prices have climbed above €90 for the first time in almost four years, since 2022. This rise raises the threat of a renewed energy crunch as Europe heads into the peak winter heat
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Amazon plans to invest over €16 billion in Germany by 2027, covering AI, satellite, and logistics.
Amazon's Chief Global Affairs and General Counsel, David Zapolsky, announced in Berlin on October 20 that the company plans to invest over 16 billion euros in Germany by 2027, according to reports fro
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Redfin Reports US Home Prices Rose 0.25% in September, Annual Growth Accelerates to 3.8%
Redfin reports US home prices rose 0.25% in September, with annual growth accelerating to 3.8%, the fastest since June 2025. Prices climbed in 34 of 50 major metros, led by Philadelphia (+1.9%), while
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France has postponed the vote on its stablecoin tax budget to November 3. The proposal, which aims to end tax deferral on single-currency stablecoin swap gains starting January 1, 2027, still requires further parliamentary votes.
France has postponed the vote on its stablecoin tax budget to November 3. The proposal, which aims to end tax deferral on single-currency stablecoin swap gains starting January 1, 2027, still requires
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Storm "Austin" to hit Europe, potentially boosting wind power and easing electricity cost pressures from surging natural gas prices.
Storm "Austin" to hit Europe, potentially boosting wind power and easing electricity cost pressures from surging natural gas prices.
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French insurers have incurred over 1 billion euros in losses due to the recent riots, which have been described as a "natural disaster." The government is pushing for mandatory riot insurance for properties, anticipating similar events will occur annually.
French insurers have incurred over 1 billion euros in losses due to the recent riots, which have been described as a "natural disaster." The government is pushing for mandatory riot insurance for prop
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Zelenskyy met with U.S. Special Envoy Witkoff in Oslo. U.S. Secretary of State Rubio denied accusations that the U.S. withheld intelligence, leading to Ukrainian deaths.
Ukrainian President Volodymyr Zelenskyy arrived in Oslo on Tuesday for talks with U.S. envoy Witkoff and European allies to discuss the situation in Ukraine. This follows U.S. Secretary of State Rubio
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Wallstreetcn: Hedge Fund Leverage Hits Five-Year Low, Tech Stocks See Largest Net Sell-Off in History
Goldman Sachs data, as analyzed by Wallstreetcn, indicates that the net leverage of US fundamental long/short hedge funds dropped by 3.2 percentage points in a single week to 43.7%, the lowest level i
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Bloomberg Markets reports that the surge in AI demand has normalized stress on the U.S. power grid, with electricity supply constraints no longer limited to winter and summer seasons.
Bloomberg Markets reports that the surge in AI demand has normalized stress on the U.S. power grid, with electricity supply constraints no longer limited to winter and summer seasons.
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Iran's Ambassador to Iraq: Iraq has agreed to expel Iranian Kurdish opposition groups or hand them over to Tehran
Iran's Ambassador to Iraq, Mohammed Kazem Al-e Sadegh, stated that the two countries have agreed to expel "separatist terrorist groups" from Iraq's semi-autonomous Kurdistan region or hand them over t
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Barclays: French Political Risk Makes Its Stock Market the Largest Short Position in Europe and the U.S. for Some Investors
Barclays strategists said political risk in France has become so elevated that its stock market has become the largest short position in Europe and the U.S. for some investors.
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UK to provide additional military support to Saudi Arabia, deploying RAF Typhoon jets for defensive counter-air missions
The UK Ministry of Defence stated that the support will take a “defensive role and will not conduct offensive strikes against the Houthis”. This includes flying defensive counter-air missions to prote
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U.S. Senator Rubio stated that the U.S. must weigh Ukraine's need for air defense missiles against the needs of other allies and its own military.
U.S. Senator Rubio stated that the U.S. must weigh Ukraine's need for air defense missiles against the needs of other allies and its own military.
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Iranian President Pezeshkian: US sanctions have severely impacted Iran's economy, calls for Muslim unity centered around Saudi Arabia.
Iranian President Masoud Pezeshkian stated in an exclusive interview with Al Jazeera that US sanctions have severely impacted Iran's economy, and noted that US and Israeli attacks have led to the deat
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Otter.ai raises $320 million from General Catalyst’s Customer Value Fund
The meeting note-taking tool will use the funds for enterprise growth, go-to-market strategy, international expansion, and product innovation. General Catalyst’s Customer Value Fund (CVF) provides cap
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The UK will deploy fighter jets to assist its ally Saudi Arabia in defending against Houthi attacks, following multiple strikes on the kingdom.
The UK will deploy fighter jets to assist its ally Saudi Arabia in defending against Houthi attacks, following multiple strikes on the kingdom.
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Qatar says it continues to mediate US-Iran talks, as Iran proposes a peace plan including reopening the Strait of Hormuz.
Majed al-Ansari, spokesperson for Qatar's Ministry of Foreign Affairs, stated that Qatar is continuing to mediate negotiations between Washington and Tehran to end the US-Israeli war against Iran, and
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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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Blockchain Digital Currencies: Core Principles, Market Evolution, and Global Regulatory Overview
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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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BMO Capital Markets Appoints Rahim Bapoo to Lead Global Critical Minerals Strategy and Expand Florida Presence
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Saudi Arabia has postponed its major investor conference, originally scheduled for October 26, to 2027 due to escalating Houthi attacks.
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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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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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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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JPMorgan Chase: KOSPI fell over 15% last week, with weakening corporate buyback support; tactically cautious but bullish medium-term.
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Trump Administration to remove Chinese AI Deepseek from civilian government agency IT systems, barring purchase of Deepseek related products by government agencies.
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