Macro
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Brazilian fintech StoneCo (STNE) sees credit portfolio double to BRL 3.8 billion, but non-performing loans over 90 days nearly doubled to 8.60% amid high interest rates.
StoneCo's credit revenues jumped 153% to BRL 348.5 million, with retail deposits climbing 22.3% to BRL 10.8 billion. However, the cost of risk rose to 21.5% from 20.2% a year earlier. Brazil's benchma
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Berkshire CEO Greg Abel increased the company's stake in Delta Air Lines by 44% to 8.7%, reversing Warren Buffett's 2020 decision to exit airline stocks.
Berkshire Hathaway became a net buyer of stocks in Q2 2026, the first time after 14 consecutive quarters as a net seller. The company bought approximately $23.5 billion in stocks and sold $3.7 billion
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Bloomberg strategist Simon White warns: US fiscal fundamentals are more fragile than France's, and US Treasuries face a greater test.
Simon White points out that while France's budget crisis is escalating and its sovereign bond spreads are widening, the US's fiscal fundamentals are actually more fragile. Data shows that the US gover
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Traders Boost Brazil Stock Calls as Lula Election Lead Shrinks
Investors are piling into bullish options tied to Brazilian stocks, getting ready for a potential rally ahead amid signs the upcoming presidential race will be tighter than expected.
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Qatar's Foreign Minister meets with Iran's chief negotiator, Qalibaf, in Tehran, emphasizing the need to resume diplomatic processes.
Qatar's Foreign Minister meets with Iran's chief negotiator, Qalibaf, in Tehran, emphasizing the need to resume diplomatic processes.
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Palo Alto Networks CEO: Nebius has secured over $40 billion in contract revenue from Microsoft and Meta, and completed $5.75 billion in convertible bond financing.
Palo Alto Networks CEO Nikesh Arora stated that new-generation cloud service providers (neoclouds) will lose pricing power once GPU supply catches up with demand, but he listed Nebius Group (NBIS) as
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Crypto traders await Fed Chair Kevin Warsh's Jackson Hole speech; one analyst expects a tough stance on inflation but no rate hikes until after November mid-terms
Crypto traders await Fed Chair Kevin Warsh's Jackson Hole speech; one analyst expects a tough stance on inflation but no rate hikes until after November mid-terms
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Google moves AI responsibility team from DeepMind to its global affairs division
The roughly 90-person team, tasked with evaluating AI models for chemical, biological, radiological, and nuclear hazards and examining user behavior, is set to complete the transition at the beginning
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Family offices increased their stock holdings in Q2, reducing exposure to real estate and private markets, according to CNBC Family Office Portfolio Tracker
Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in Q1. This surge is the largest in several years, signaling continued bullishness on the AI trade and e
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Nvidia's 'hidden' ACIE business, serving enterprise, neocloud, and sovereign clients, grew 138% YoY to $40 billion, outpacing hyperscaler revenue growth
Nvidia's ACIE segment, which covers AI cloud providers, industrial customers, enterprises, and sovereign buyers, reached $40 billion in its most recent fiscal second quarter, marking a 138% year-over-
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Saudi Arabia, host of the 2034 World Cup, has expressed support for FIFA President Gianni Infantino after FIFA withdrew a controversial proposal.
The Saudi Arabian Football Federation (SAFF) issued a statement on Thursday welcoming FIFA's acknowledgment of error, apology, and decision to withdraw its controversial "FIFA Forward Enterprises" pro
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Citizens analysts reiterated their "Outperform" rating on Amazon, stating that its P/E ratio should be 29x by 2027, not 24x.
Citizens analyst Andrew Boone reiterated an "Outperform" rating on Amazon (NASDAQ:AMZN) with a price target of $315. The firm noted that Amazon currently trades at 23.8x its 2027 GAAP EPS, but believe
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Alluvial Fund stated in its Q2 2026 investor letter that Talen Energy (Nasdaq:TLN) has transformed through share buybacks and asset reinvestment post-bankruptcy, with projected free cash flow exceeding $40/share by 2028.
Alluvial Fund noted that Talen Energy, as an independent power producer, has demonstrated exceptional operational capabilities through its management's actions post-bankruptcy, including repurchasing
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TD Bank Q3 Adjusted EPS Rises to C$2.77, Revenue to C$16.92 Billion, Shares Up 1.4% in Pre-Market
TD Bank Q3 Adjusted EPS Rises to C$2.77, Revenue to C$16.92 Billion, Shares Up 1.4% in Pre-Market
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Elon Musk, David Sacks, Sam Altman, and NVIDIA CEO Jensen Huang are expected to participate in the G20 Innovation Ministerial on September 1-2, 2026, in Chapel Hill, North Carolina.
Elon Musk, David Sacks, Sam Altman, and NVIDIA CEO Jensen Huang are expected to participate in the G20 Innovation Ministerial on September 1-2, 2026, in Chapel Hill, North Carolina. Musk and Sacks are
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Citizens analysts reiterate Google's target price of $515, citing 82% revenue growth for Google Cloud in Q2 and strong AI demand.
Citizens analyst Andrew Boone reiterated a $515 price target and an "Outperform" rating for Google (Alphabet) on August 26. This price target is above the market average, primarily based on Google's c
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Russia warns it could target UK military installations in response to Kyiv firing British missiles into Russia
Russian Foreign Ministry spokeswoman Maria Zakharova stated on Thursday that any British military installations and equipment in Ukraine and beyond its borders could be targeted if Ukraine continues t
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Chicago wheat futures surged to $7.55 per bushel, reaching a new high since July 2023, due to disruptions in Black Sea grain exports.
Chicago wheat futures closed at $7.55 per bushel on Thursday, up 0.9%, marking their highest closing price since July 2023 and poised for their largest monthly gain since Russia's full-scale invasion
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Musk, Altman, and Huang to Headline G20 Tech Talks on AI Regulation Next Week
Elon Musk, Sam Altman, Jensen Huang, and David Sacks are scheduled to speak at a G20 technology meeting in North Carolina next week. The discussions will focus on AI regulation and innovation, with US
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Goldman Sachs analysis indicates that gold remains a "niche asset" in Western investors' portfolios, estimating that a 0.01% increase in gold's allocation in US portfolios would lead to a 1.4% rise in gold prices.
Goldman Sachs Group analysis indicates that despite the gold market's large size, its low allocation in Western investors' portfolios makes gold prices highly sensitive to capital inflows. The bank es
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Weak Asian oil imports challenge US claims of surge in Hormuz transits
Data compiled by commodity analysts Kpler indicates Asia is expected to import 23.12 million barrels per day (bpd) of crude oil this month, slightly down from 23.36 million bpd in July. This contradic
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CIBC's adjusted earnings per share rose 26% to C$2.73 in the third quarter, with revenue up 15% to C$8 billion.
Canadian Imperial Bank of Commerce (CIBC) announced its third-quarter fiscal year 2026 results, with adjusted earnings per share (EPS) increasing by 26% year-over-year to C$2.73. Adjusted net income r
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Oil flows through Strait of Hormuz rise as Middle East producers boost exports, helping to keep crude prices in check
Oil flows through Strait of Hormuz rise as Middle East producers boost exports, helping to keep crude prices in check
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NVIDIA's first CPU built for agents, Vera, is now shipping
NVIDIA Vice President of Hyperscale and HPC Ian Buck is hand-delivering Vera CPU systems across the AI ecosystem as the product begins shipping at scale.
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French PM: We would declare a state of emergency if deemed necessary
French PM: We would declare a state of emergency if deemed necessary
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U.S.-Iran breakthrough deal reportedly expected this week
Sources familiar with mediation efforts told Al-Araby Al-Jadeed that a breakthrough agreement between Washington and Tehran could be announced this week. Negotiators are reportedly working to narrow d
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South Korean President Lee Jae Myung says Kospi correction inevitable
South Korean President Lee Jae Myung said a correction in the country’s equity market was inevitable after its rapid ascent, while arguing that domestic stocks remain undervalued. His comments follow
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French PM Lecornu asked some local authorities to impose partial curfews.
French PM Lecornu asked some local authorities to impose partial curfews.
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France's National Assembly adopts stablecoin swap tax amendment; self-custodial wallet and exit tax proposals under consideration
France's National Assembly adopts stablecoin swap tax amendment; self-custodial wallet and exit tax proposals under consideration
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JPMorgan Chase's Jamie Dimon's National Security Pledge: $230 billion in financing in the first year.
JPMorgan Chase's "Security and Resilience Initiative" provided $230 billion in financing in its first year, aiming to strengthen U.S. supply chains and defense contractors.
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Cameroon Eurobond Yields Soar as Fitch Downgrade Flags Risks
Cameroon Eurobond Yields Soar as Fitch Downgrade Flags Risks
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BingX and YouHodler have been approved for inclusion in ESMA's MiCA register, bringing the total number of CASPs to 375.
BingX and YouHodler have been approved for inclusion in ESMA's MiCA register, bringing the total number of CASPs to 375.
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JPMorgan Chase has deployed $5 billion for investments in defense technology, hardware, and supply chains, exceeding expectations.
JPMorgan Chase announced on Monday that its U.S. Security & Resiliency Initiative has deployed $5 billion in its first year to invest in startups in defense technology, hardware, and supply chain sect
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Malaysia's top planters' association expects the country's palm oil output in October to hit a new monthly high, with full-year production potentially reaching an all-time high, though it is projected to slow next year.
Malaysia's top planters' association expects the country's palm oil output in October to hit a new monthly high, with full-year production potentially reaching an all-time high, though it is projected
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CME Group announced it will launch tungsten futures to meet the growing demand for critical minerals, with trading set to begin in early Q1 2027.
CME Group announced it will launch tungsten futures to meet the growing demand for critical minerals, with trading set to begin in early Q1 2027.
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French Chamber of Commerce President: Weekend riots expected to affect over 2,000 stores, with total losses reaching several hundred million euros.
According to AFP, citing Alain Di Crescenzo, president of the French Chamber of Commerce and Industry, the weekend's violence in France is expected to affect over 2,000 stores, with total losses estim
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China implements export controls on more drones and industrial machinery.
China implements export controls on more drones and industrial machinery.
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Crypto Vault Deposits Top $10 Billion Amid Regulatory Scrutiny Over Lending Risks
Crypto lending vaults have attracted over $10 billion in deposits, up from $4 billion at the start of last year, as investors seek returns on digital assets. These curator-managed strategies, offering
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Qatar Deputy PM Warns Global Energy Shockwaves from Iran War Have Yet to Peak, Rejects Strait of Hormuz Transit Fees
Qatar's Deputy Prime Minister and Minister of State for Defence Affairs, Sheikh Saoud bin Abdulrahman Al Thani, stated on Monday that the global energy crisis stemming from the US-Israel war on Iran h
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Indonesian Stocks Fall to Six-Year Low, MSCI Downgrade Concerns Mount, Regulators Tighten Trading Restrictions
Indonesia's stock market fell sharply for a second consecutive trading day on Monday, with the benchmark index hitting a six-year low, after global financial services firm MSCI proposed a potential do
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Kyiv was hit by Russian missile strikes, resulting in 1 dead and multiple injured, with several facilities damaged.
Kyiv Mayor Vitali Klitschko said on Telegram on Monday that a Russian missile attack on the Ukrainian capital overnight killed one woman and injured several people. The attack also damaged a subway st
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Trump Defends Sanctions Waiver for Russia, Citing Negotiations to End Ukraine War; Treasury Secretary Bessent Calls Zelenskyy's Remarks "Reckless"
US President Donald Trump on Sunday defended the exemption of sanctions on Russian diesel, stating that the move was aimed at promoting peace talks in the Russia-Ukraine war, and accused Ukrainian Pre
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U.S. Secretary of State Rubio denied suspending intelligence sharing with Ukraine, following Zelenskyy's statement that intelligence had been interrupted but was now restored.
U.S. Secretary of State Rubio on Monday denied that the United States had suspended intelligence sharing with Ukraine during his visit to Uzbekistan. This followed Ukrainian President Zelenskyy's stat
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Morgan Stanley's Michael Wilson Says Investors Should Prepare to Add Risk as Stock Pullback Nears End
Morgan Stanley's Michael Wilson Says Investors Should Prepare to Add Risk as Stock Pullback Nears End
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Pakistan's Q2 economic growth falls short of expectations, with the Middle East crisis adding new risks to the recovery.
Pakistan's Q2 economic growth falls short of expectations, with the Middle East crisis adding new risks to the recovery.
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Elon Musk says he will give a SpaceX share to every child in America next year
Elon Musk, the CEO of SpaceX, stated on Monday that he plans to give one of his company shares to every child in the U.S. next year. He did not specify how the share giveaway would be executed. Accord
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French President Macron arrives in Kuwait, beginning his four-nation Gulf tour.
French President Emmanuel Macron has arrived in Kuwait, beginning a three-day, four-nation tour of the Gulf region that will also include visits to the UAE, Bahrain, and Qatar. He is expected to hold
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China's central bank signals that the overnight reverse repo rate will replace the seven-day rate as its main policy benchmark, further aligning with global peers.
China's central bank signals that the overnight reverse repo rate will replace the seven-day rate as its main policy benchmark, further aligning with global peers.
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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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CCT Token (Carbon Credit Token) Status Analysis and Trading Channels
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IMX Coin's Positioning and Current Status in the Multi-Chain Ecosystem
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SCMP: Asian Companies Find AI Agents Fail to Deliver on Automation Promises, Instead Increasing Management Burden
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Asian stock markets broadly fell on Monday, with the Nikkei 225 down 2% and South Korean stocks down 1.6%. Oil prices declined as Donald Trump considered exempting some sanctions against Russia, with Brent crude falling 1.6% to $108.06 per barrel. Iran reported another oil tanker hitting a mine in the Strait of Hormuz.
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Qwertycoin (QWC) Status Analysis: Privacy Coin's 2026 New Chain Restart
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UNI Token Issuance Price Analysis: Airdrop Launch and Early Market Value
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Oil steadies after Friday's jump; Middle East, Ukraine flare-ups dim crude flow prospects
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Deciphering Cryptocurrency Leveraged Trading Platforms: Main Types and Risk Management
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Stablecoin Payments Jump 45% to $482 Billion This Year, Driven by Visa, Mastercard, and Stripe Integrating Crypto with Cash
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What is MMIT? A Deep Dive into MangoMan Intelligent Cryptocurrency
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