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Riverwater Partners Q2 Investor Letter: Semiconductor software company PDF Solutions (PDFS) returned 52% in Q2; the fund increased its stake during the share price pullback.
Riverwater Partners noted in its Q2 2026 investor letter that PDF Solutions, a provider of yield analysis and data software for semiconductor manufacturers, delivered approximately 52% returns in the
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Moon Pursuit Capital Founder: Global Liquidity May Drive Crypto Markets in September, More Than Fed Decisions
Utkarsh Ahuja, founder and managing partner at Moon Pursuit Capital, stated that global liquidity could be a more significant driver for crypto markets in September than the Federal Reserve's next rat
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Google is undervalued in the AI sector, with a P/E ratio of 17x, lower than Meta's 22x, according to analysis.
Yahoo Finance analysis points out that despite Google Cloud's 82% growth, $514 billion in cloud backlog, and $53 billion in trailing free cash flow, its P/E ratio remains at 17x, lower than Meta's 22x
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China-Russia natural gas pipeline project stalls as Beijing holds out for best price, with no progress made at Monday's leaders' meeting.
China-Russia natural gas pipeline project stalls as Beijing holds out for best price, with no progress made at Monday's leaders' meeting.
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MD Sass Q2 Investor Letter: Analog Devices (ADI) offers compelling entry point with AI-related revenue potentially contributing 1,000 bps growth
MD Sass Concentrated Value Strategy, a boutique asset management firm, stated in its second-quarter 2026 investor letter that it has added Analog Devices (ADI) to its portfolio. The firm believes ADI,
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Japan's Takaichi Govt Eliminates Strategic Spending Caps for FY2027 Budget; Bond Market, U.S. Pressure Now Key Constraints
Japanese Prime Minister Sanae Takaichi's government removed spending caps in strategic fields, such as AI and chips, for the fiscal 2027 budget. This decision, aimed at boosting these industries throu
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MD Sass disclosed in its Q2 2026 investor letter that it has initiated a position in Flowserve (FLS), bullish on its long-term potential in the nuclear power market.
MD Sass notes that Flowserve is a major supplier of highly engineered pumps and valves for nuclear reactors. Once these critical components are installed, it is difficult to switch suppliers due to re
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FDIC defeats $1.71 billion claim over Silicon Valley Bank collapse, US judge rules
FDIC defeats $1.71 billion claim over Silicon Valley Bank collapse, US judge rules
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SEC Plans to Scrap Shareholder Proxy Proposal Rules
The U.S. Securities and Exchange Commission is planning to scrap rules governing how and when public company shareholders can bring proxy proposals, according to a new post by the Office of Management
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U.S. Vice President Vance believes Trump is sending a message to Iran with his Kharg Island post.
U.S. Vice President Vance believes Trump is sending a message to Iran with his Kharg Island post.
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Treasury Secretary Bessent Defends U.S. Bond Intervention Against Druckenmiller's Criticism
U.S. Treasury Secretary Scott Bessent defended his U.S. bond-market intervention after criticism from veteran investor Stanley Druckenmiller. Bessent suggested Druckenmiller "lost money" around the ti
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Apple stock slips 1.5% as CEO Tim Cook steps down, handing reins to John Ternus after 15 years
Apple shares declined in early trading on Monday as Tim Cook's 15-year tenure as CEO concludes, with senior vice president of hardware engineering John Ternus taking over on September 1. Cook, who qua
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MD Sass Q2 Investor Letter: Micron Technology (MU) stock price surge primarily driven by earnings upgrades, bullish on HBM and AI memory demand
Asset management firm MD Sass noted in its Q2 2026 investor letter that Micron Technology (MU) stock price appreciation was primarily driven by positive earnings forecast revisions, rather than valuat
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Goldman Sachs CEO Solomon states that higher levels of economic growth must be consistently driven, given current spending and debt levels.
Goldman Sachs CEO Solomon states that higher levels of economic growth must be consistently driven, given current spending and debt levels.
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Goldman Sachs CEO: At the moment, I don't see a lot of risks in the credit system
Goldman Sachs CEO: At the moment, I don't see a lot of risks in the credit system
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Brennan Asset Management Q2 Investor Letter: Millicom (TIGO) as a "Necessity Service Oligopoly" Contributes Significantly, Stock Price Up 93.04% Over 52 Weeks
Brennan Asset Management noted in its Q2 2026 investor letter that Millicom International Cellular S.A. (NASDAQ:TIGO), an oligopolistic provider of broadband and mobile services in Latin America, was
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Goldman Sachs CEO David Solomon says US economy is performing well
Goldman Sachs CEO David Solomon says US economy is performing well
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Goldman Sachs CEO David Solomon stated that U.S. consumers remain quite resilient.
Goldman Sachs CEO David Solomon stated that U.S. consumers remain quite resilient.
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Roper (0.84%), Nordson (0.99%) and Sherwin-Williams (0.92%) have decades-long dividend raise streaks but offer minimal income for investors
Roper (0.84%), Nordson (0.99%) and Sherwin-Williams (0.92%) have decades-long dividend raise streaks but offer minimal income for investors
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Salesforce shares surged 22% after its Q2 earnings, with Agentforce and Data 360's combined ARR reaching $3.9 billion, but analysts question the sustainability of its AI growth.
Salesforce's stock surged 22% after its latest earnings report, with Agentforce and Data 360 achieving a combined Annual Recurring Revenue (ARR) of $3.9 billion, a 210% year-over-year increase. The co
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Scott Bessent: Core Inflation Is Very Tame
Scott Bessent: Core Inflation Is Very Tame
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Salesforce shares surged 35.9% to $256 this month, reaching analysts' average price target with limited upside potential.
Salesforce (NYSE:CRM) shares surged 35.9% this month to $256 following strong Q2 earnings, but are now nearing the average analyst price target of $262.54, implying only about 2.6% upside potential. D
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Wheat prices hit three-year high on Friday amid Black Sea export disruptions and global drought concerns, with Chicago futures at $7.79/bushel on Monday.
Wheat prices have risen sharply due to intensified attacks by Russia and Ukraine on Black Sea grain terminals, which have disrupted global supply chains. Additionally, changing weather patterns have c
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Jim Cramer warns that AI is making "diversified" portfolios more concentrated.
Renowned financial commentator Jim Cramer noted that the AI boom is causing many seemingly diversified investment portfolios to become more concentrated. He cited Caterpillar as an example, whose powe
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Donald Trump's efforts to curb green energy may prove ineffective, as the conflict in Iran and the AI boom are instead accelerating the development of clean energy, the Financial Times analyzes.
Donald Trump's efforts to curb green energy may prove ineffective, as the conflict in Iran and the AI boom are instead accelerating the development of clean energy, the Financial Times analyzes.
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Financial Times: Accenture seeks to sell China business, valuation up to $1.5 billion
Financial Times: Accenture seeks to sell China business, valuation up to $1.5 billion
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US Secretary of State Rubio says Ukraine currently lacks access to Starshield, request for deep strikes in Russia 'under discussion'
US Secretary of State Rubio says Ukraine currently lacks access to Starshield, request for deep strikes in Russia 'under discussion'
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Silicon Valley Titans Gather to Discuss AI Bubble: CoreWeave Bond Yields Soar to 15%, Anthropic Q3 Revenue Hits $16.8 Billion, Aims for $2 Trillion Valuation IPO
In the October 17 episode of the "All-In Podcast," a16z co-founder Ben Horowitz, angel investor Jason Calacanis, venture capitalist Chamath Palihapitiya, and former White House AI and Crypto lead Davi
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Hong Kong's new property market is seeing a surge in new launches, with developers like Sun Hung Kai Properties planning to release more units.
Hong Kong's residential market is expected to see more new project launches in the coming days and weeks, following the sell-out of over 360 apartments across two major projects over the weekend. Amon
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Al Jazeera reported that a Palestinian was shot dead by Israeli forces in the Beit Lahiya area of northern Gaza.
Al Jazeera reported that a Palestinian was shot dead by Israeli forces in the Beit Lahiya area of northern Gaza.
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Egyptian President Sisi chaired a meeting of the National Defense Council, pledging "all necessary support" to Saudi Arabia and strengthening diplomatic efforts.
Egypt's National Defense Council, chaired by President Sisi, convened and stated it would provide "all necessary and possible support" to Saudi Arabia to "defend its security and stability," Al Jazeer
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Sudan's Civil War Causes Soaring Drug Costs, Forcing Citizens to Choose Between Food and Medicine
According to Al Jazeera, Sudan's three-and-a-half-year civil war has led to a sharp increase in drug costs, forcing many chronic disease patients to choose between buying food and medicine. The United
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Yemen Conflict Escalates, Causing Casualties and Deepening Humanitarian Crisis: Over 230,000 Displaced, Taiz Hospital Has Only 4 Days of Fuel Left
Al Jazeera reported that Yemeni government forces and Houthi rebels clashed fiercely on multiple fronts, resulting in casualties on both sides. On Saturday, eight government soldiers were killed in La
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Chinese AR manufacturer Rokid opens smart glasses unmanned retail flagship store in Hong Kong.
The store, which opened on Thursday at Harbour City in Hong Kong, is the first unmanned retail model in the global smart glasses industry. Zoro Shao, Vice President and Head of International Business
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SEC Chair Atkins Reaffirms Push for Comprehensive Crypto Rules
U.S. Securities and Exchange Commission (SEC) Chairman Paul Atkins has reiterated the agency's dedication to a comprehensive crypto regulatory regime, despite recent legislative challenges in Washingt
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A Chinese suspect, allegedly involved in cryptocurrency and foreign exchange transactions through 133 accounts, providing services to an international criminal network valued at $75 million, has been arrested in Bangkok.
A Chinese suspect, allegedly involved in cryptocurrency and foreign exchange transactions through 133 accounts, providing services to an international criminal network valued at $75 million, has been
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GCC Secretary-General calls on the international community to take a clear stance on Houthi attacks in the Gulf region.
GCC Secretary-General Jasem Mohamed Albudaiwi called on the international community to take a "clear, international stance" against the Houthi attacks in the Gulf region. He stated that repeated attac
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Iran's new defence minister warns US of “surprising and extensive” response
Mehrdad Akhlaghi Ketabchi, after securing a vote of confidence in the Iranian parliament and becoming the country’s new defence minister, warned the US against “another miscalculation”. He stated that
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Gaza's Civil Defense Department called on the international community to provide urgent assistance to retrieve bodies from under the rubble of Israeli attacks.
The spokesperson for the Gaza Civil Defense told Al Jazeera that they are working to recover bodies from under the rubble of buildings destroyed by Israeli attacks, and called on the international com
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Al Jazeera: Israeli attack on Gaza Strip kills 1 Palestinian, injures 4
One Palestinian was killed in an Israeli army raid in Khan Younis, in the southern Gaza Strip, Al Jazeera reported. Separately, four other Palestinians, including a girl, were wounded in an Israeli dr
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Iranian Foreign Minister Araghchi stated that Iran does not accept coercion, threats, or intimidation, but remains ready for dialogue based on mutual respect and credible assurances.
Iranian Foreign Minister Araghchi stated at this morning's Organization of Islamic Cooperation (OIC) meeting in Baghdad that Iran is "always steadfast" in international law, adding that "keeping chann
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Iran's FM Araghchi tells Iraqi PM al-Zaidi that US "repeatedly disrupted" diplomacy to end war
Iran's Foreign Minister Araghchi met with Iraq's Prime Minister al-Zaidi on the sidelines of an OIC foreign ministers meeting in Baghdad. Araghchi stated that the US has "repeatedly disrupted" diploma
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Iran's FM Araghchi at OIC Summit: Backs Yemen/Saudi Sovereignty, Struck US Bases
Iran's Foreign Minister Araghchi stated at the OIC summit in Baghdad that Iran supports the sovereignty, independence, unity, and territorial integrity of Yemen and Saudi Arabia. He emphasized that la
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Israel-Europe ties fray further after settler attack on diplomats; election unlikely to mend rift
Israel's relations with Europe continue to deteriorate amid mounting condemnation over its actions in Gaza and recent settler attacks on European diplomats and officials in the occupied West Bank. Exp
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Trump's Treasury Department formally withdraws 2020 crypto privacy rule proposal
The Trump administration has formally withdrawn a plan proposed by Steven Mnuchin's Treasury Department on December 18, 2020, which would have required crypto exchanges and other financial institution
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Germany and France have unveiled a joint "Made in Europe" stance for the automotive industry: tightening the definition to include only the 27 EU member states and requiring R&D, aiming to pressure Chinese car manufacturers to invest and produce in Europe.
Germany and France have unveiled a joint "Made in Europe" stance for the automotive industry: tightening the definition to include only the 27 EU member states and requiring R&D, aiming to pressure Ch
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Ripple's Head of Engineering Reacts to AI Solving Decades-Old Cryptography Mystery
J. Ayo Akinyele, Ripple's Head of Engineering, commented on Anthropic's Claude AI resolving a 25-year-old cryptography enigma. The AI discovered the origins of popular NIST elliptic curve parameters,
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Bank of England Deputy Governor Warns: Hedge Fund Activities May Exacerbate Global Bond Market Risks
Bank of England Deputy Governor Sarah Breeden stated that the growing presence of hedge funds in global bond markets and their use of leverage could make the possibility of localized market turbulence
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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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Turkey Confirms Hex Founder Richard Heart Arrested, Police Seize $7.15M Cash and 6 Cold Wallets
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Ledger co-founder Bacca reacts to AI Claude's ECDSA origins discovery, saying 'Checkmate Satoshi'
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A New York Times investigation alleges that a U.S. embassy aide blocked a report on the deaths of nine Americans in the West Bank, possibly to protect Israeli interests.
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Ethereum's Glamsterdam upgrade is scheduled for October 26 at 17:42:48 UTC on the Hoodi testnet, with a target gas limit of 200 million. The mainnet activation date has not yet been determined.
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Ethereum GPU Mining Post-Merge: Transition and Profitability Challenges
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Japan will push to sign its first economic agreement with Bangladesh, aiming to eliminate tariffs on Japanese textile imports.
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Crypto Super PAC Fairshake Pours Another $7 Million Into Defeating Sherrod Brown, Total Spending Exceeds $46 Million
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BRWL Token: Market Overview and Potential Risks of the Blockchain Brawlers Game Token
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Saylor retweeted a post explaining the evolution of his daily dividend philosophy: from quarterly to daily.
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Is MATIC a Worthwhile Investment? An Analysis of Polygon's Value and Risks
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