Macro
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HPE rides AI server boom to a big earnings beat, following Dell's lead
HPE's focus on enterprise and sovereign customers offers a better profit profile, according to an analyst, distinguishing it from Dell.
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U.S. major indices rose on Wednesday, with the S&P 500 and Nasdaq up about 0.5%, and the Dow Jones Industrial Average gaining 0.6%.
U.S. equities' major indices rebounded after a tough start to the week, shrugging off escalating Middle East tensions and falling bond prices. The S&P 500 and Nasdaq Composite both rose by approximate
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Snowflake’s stock soars as the company blows away estimates with its AI-fueled forecast
Snowflake’s stock soared after the company's AI-fueled forecast significantly exceeded market estimates. This robust revenue growth is driven by companies increasingly turning to Snowflake to build AI
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Japanese Researchers Advance 'Cyborg' Rescue Roaches with AI
Researchers are combining the mobility and sensory sensitivity of insects with machines and AI to develop "cyborg" rescue roaches, aiming to explore locations inaccessible to humans or conventional ro
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Nikkei Asia Opinion: East Asia Should Brace for 2028 as Elections in Taiwan, Philippines, US Could Give Beijing Openings to Act
Nikkei Asia Opinion: East Asia Should Brace for 2028 as Elections in Taiwan, Philippines, US Could Give Beijing Openings to Act
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The EU is seeking to impose more sanctions on Russia, including on 1,600 entities and individuals, after Germany accused Russia of an attempted airport attack, said EU foreign affairs chief Kallas.
The European Union is increasing pressure on Russia after Berlin accused Moscow of being behind a foiled drone attack on Germany's Leipzig/Halle Airport, EU foreign affairs chief Kaja Kallas said on W
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U.S. House Budget Committee Chairman Arrington: The U.S. can only solve its debt problem through bipartisan cooperation; the AI race needs energy and water resource guardrails.
U.S. House Budget Committee Chairman Jodey Arrington stated that Republicans and Democrats must agree on a debt reduction plan to address the demographic challenges posed by the increasing number of S
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KKR to reap $3.3 billion windfall from $17 billion sale of USI Insurance Services to Aon
KKR to reap $3.3 billion windfall from $17 billion sale of USI Insurance Services to Aon
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Nikkei analysis: Xi Jinping purges military figures Zhong Shaojun and Gen. Zhang Youxia to assert full control ahead of 2027 Party Congress
The purges are seen as the latest examples of Xi's determination to take full control of the PLA.
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S&P Global is considering spinning out its flagship data and research platform Capital IQ Pro, a move that could create a standalone firm worth billions of dollars.
S&P Global is considering spinning out its flagship data and research platform Capital IQ Pro, a move that could create a standalone firm worth billions of dollars.
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Europe's winter natural gas reserves are only 65% full, the lowest for this period in 15 years, due to delayed purchases on bets of an end to the Iran war.
Europe's winter natural gas reserves are only 65% full, the lowest for this period in 15 years, due to delayed purchases on bets of an end to the Iran war.
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Save the Children: Israel has killed or injured an average of 7 children per day in Lebanon since March
The relief organisation Save the Children reported on Wednesday that despite agreements between Lebanon's government and Israel to halt fighting, children remain at risk due to Israel's ongoing aggres
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JPMorgan Chase executive Dorothee Blessing expects global M&A deal volume to potentially set a new record in 2026.
Dorothee Blessing, co-head of global investment banking at JPMorgan Chase, stated on Bloomberg Television that global M&A activity is expected to reach record levels in 2026, driven by multiple factor
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TRUMP: Wants to hold summit with Russia's Putin when ready for Ukraine peace deal
TRUMP: Wants to hold summit with Russia's Putin when ready for Ukraine peace deal
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EU ministers in Ireland announce support for Lebanon's army, remain divided on Israeli settlement sanctions and Ukraine air defence
EU ministers meeting in Ireland have announced a mission to support Lebanon’s army but remain at an impasse over measures targeting Israeli settlements. Disagreements also persist over how to provide
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Donald Trump stated that Iran had attempted to build rockets for deploying naval mines, which have since been destroyed by the US.
Donald Trump stated that Iran had attempted to build rockets for deploying naval mines, which have since been destroyed by the US.
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Donald Trump stated that oil prices would fall.
Donald Trump stated that oil prices would fall.
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Trump says Iran was trying to rebuild radar and missile systems
Trump says Iran was trying to rebuild radar and missile systems
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Trump states that the renewed campaign against Iran will not continue for too long.
Trump states that the renewed campaign against Iran will not continue for too long.
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Al Jazeera: Trump administration's "vessel strike operations" have lasted a year, causing over 220 deaths, with families questioning if victims were mostly fishermen rather than drug traffickers.
Al Jazeera reports that since September 2, 2025, the US Trump administration has conducted dozens of bombings of unidentified vessels in the Caribbean Sea and Eastern Pacific, claiming to have killed
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VinFast has suspended plans to locally produce three electric vehicle models (VF 3, VF 6, VF 7) in India to re-evaluate costs.
Vietnamese EV maker VinFast has reportedly paused its plans to locally produce three EV models, the VF 3, VF 6, and VF 7, in India, instructing suppliers to halt related work to re-evaluate costs. Vin
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Saudi Arabia condemns Iranian attack on Saudi tanker Sidr in Strait of Hormuz, killing two Filipino sailors; incident occurred Monday
Saudi national shipping company Bahri confirmed on Wednesday that its vessel Sidr was involved in a security incident while transiting the Strait of Hormuz on Monday night, resulting in the deaths of
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Circle President Heath Tarbert Urges U.S. Congress to Lead Digital Finance with Stablecoins
Testifying before the House Financial Services Committee on Wednesday, Tarbert warned that the U.S. risks losing financial influence if the next generation of money and capital markets develops on inf
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Dell Technologies reported a record $60.9 billion in AI server orders, but its stock still fell by approximately 7%.
Dell Technologies announced a record $60.9 billion in AI server orders, but its stock price still fell by approximately 7%, closing at $425. Investors questioned whether the rapid expansion of the AI
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G7 Calls on Iran to Stop Arming Yemen's Houthis, Says Attacks on Saudi Arabia Threaten Global Energy Security
G7 foreign ministers stated in a joint communiqué that Iran must "end its arming and support of the Houthis in Yemen" and condemned Houthi attacks on Saudi Arabia "in the strongest terms." The G7 note
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LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
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Binance Responds to US Prosecutors' Investigation into Iran-Related Transactions: "Zero Tolerance" for Sanctions Violations, Will Fully Cooperate with Law Enforcement
In response to reports that U.S. prosecutors are investigating whether Binance allowed transactions related to Iran, Binance stated that the company has a "zero-tolerance policy" for sanctions violati
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European Central Bank (ECB) Chief Economist Philip R. Lane expects energy shocks to persist longer, with inflation potentially higher and more prolonged, targeting mid-2027.
Philip R. Lane, Chief Economist of the European Central Bank (ECB), stated in an interview with Le Temps that after a second wave of energy price increases, the energy shock is expected to last longer
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Trump: EPA Policy Rollbacks Could Save Consumers $310 Billion
Trump: EPA Policy Rollbacks Could Save Consumers $310 Billion
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Donald Trump retweeted a post stating that Americans' financial situations are improving and poverty levels are significantly declining.
Donald Trump retweeted a post stating that Americans' financial situations are improving and poverty levels are significantly declining.
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Arthur Hayes: AI Bubble Burst May Lead Governments to Print Money, Benefiting Bitcoin
Wu Blockchain has reposted BitMEX co-founder Arthur Hayes' latest article, "Safety First," in which Hayes suggests that the slowdown in AGI (Artificial General Intelligence) development by U.S. AI lab
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FT: Yen carry trade faces risks as Japan's central bank tightens monetary policy
The Financial Times reports that investors who leveraged the yen for higher yields may be forced into a sell-off of those positions as Japan's central bank tightens monetary policy.
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Samsung C&T to invest up to $100 million in Kairos Power partnership for next-gen SMRs
Samsung C&T has agreed to invest up to $100 million to partner with Kairos Power to strengthen its foothold in the US next-generation small modular reactor sector, looking to expand its presence in th
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Chip designer Mr. Bubble: AI hashrate bottlenecks have shifted to advanced packaging, interconnect latency, and memory hierarchies; Moore's Law economics are broken.
Senior chip designer Mr. Bubble stated in a podcast interview that the true bottleneck for AI computing infrastructure is no longer the chips themselves, but rather more fundamental issues such as pac
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German Chancellor Merz’s woes cast doubt over EU’s €2tn budget deal, as his party's poor regional election results hobble his authority in Brussels
German Chancellor Merz’s woes cast doubt over EU’s €2tn budget deal, as his party's poor regional election results hobble his authority in Brussels
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FT: Germany's economic recovery is underway, but political risks remain
The Financial Times notes that frugal Germany appears to have the fiscal headroom to spend its way out of the current economic impasse.
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Polymarket starts European lobbying blitz to win over financial watchdogs
The US prediction markets platform is seeking to be regulated as a financial services firm rather than under a patchwork of gambling legislation.
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South Korea's Daewoo E&C Expands Global Energy Business, Covering Nuclear Power, LNG, and Infrastructure Projects
South Korea's Daewoo E&C is expanding its global energy business to include nuclear power, LNG, and infrastructure projects, targeting markets in Europe, the Middle East, and emerging Asia. The compan
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Labour Mulls Fiscal Rule Exemption to Boost UK Building Projects
Britain’s new Labour government has been considering a proposal from Keir Starmer’s time in office, by which borrowing for building projects would be excluded from the fiscal rules.
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Hanwha Aerospace invests $2.2b in US ammunition hub
Hanwha Aerospace's US subsidiary, Hanwha Defense USA, held an opening ceremony for its local office on Tuesday at Pine Bluff Arsenal in Arkansas, marking the first step toward developing the ammunitio
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UN expert Ben Saul says US strikes on alleged drug boats, killing 223 people in 68 attacks over past year, may be 'crimes against humanity'
In a report published on Monday, UN Special Rapporteur on human rights and counterterrorism Ben Saul concluded that US attacks on suspected drug trafficking vessels in the Caribbean Sea and Pacific Oc
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20 countries and EU propose global oversight body to manage AI dangers
Germany, South Africa, Canada, Australia, the UAE and Singapore are among the signatories to a joint statement issued on Monday, calling for international cooperation to ensure AI remains under human
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China's BOE Technology to raise large LCD panel prices from Q4, impacting Samsung and LG ahead of holiday TV push
The Chinese display giant cited higher procurement and supply costs caused by fluctuations in raw-material prices and shifts in global supply.
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Coinbase CEO Brian Armstrong: USDC rewards are legally distinct from bank interest, derived from short-term U.S. Treasuries, and criticizes major banks for restricting competition.
Armstrong, in a September 19 interview with MoneyRehabPodcast, clarified that Coinbase does not issue stablecoins or engage in fractional-reserve lending, with stablecoin issuers maintaining full rese
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China’s Gold Imports Top 1,000 Tons on Strong Investment Demand
China’s Gold Imports Top 1,000 Tons on Strong Investment Demand
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RBNZ Warns Near-Term Inflation May Beat Estimates, Adding to Signs of Another Rate Hike as Soon as October
RBNZ Warns Near-Term Inflation May Beat Estimates, Adding to Signs of Another Rate Hike as Soon as October
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Canada says "significant progress" has been made in trade talks with India, with an agreement expected in the coming months.
Canadian Minister of International Trade, Maninder Sidhu, said on Tuesday that trade talks between Canada and India are "going very well," as the two countries seek to reach an agreement in the coming
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Taiwan's Taiex index rises to record intraday high of 48,601.53 on Tuesday, driven by tech stocks following Wall Street's AI rally
The gains were led by semiconductor giants, with shares of Taiwan chip manufacturing giant TSMC rising 0.40%, MediaTek gaining 7.88%, and Delta Electronics up 2.67%. Taiwan's equity market is heavily
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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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BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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Binance Stock Trading Platform Adds 25 New Stocks
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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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9
Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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