Macro
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MarketWatch: Buying AI hardware outright is becoming more economical than renting AI power through the cloud, creating a power shift within Big Tech.
MarketWatch: Buying AI hardware outright is becoming more economical than renting AI power through the cloud, creating a power shift within Big Tech.
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American Gaming Association Analysis Finds Underage Bettors Wagered Over $5 Billion on Kalshi Due to Sportsbook Restrictions
A new analysis by the American Gaming Association reveals that individuals under 21, who are restricted from most sportsbooks, have instead wagered over $5 billion on prediction market Kalshi.
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Clean sweep or split Congress, these are the trades to make on the midterms outcome, says JPMorgan
JPMorgan states that some stocks face a very different environment depending on how America votes in the midterms, and has outlined corresponding trading strategies.
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Tencent officially launched WorkBuddy Financial Edition, introducing over 80 financial experts and expert teams to institutions such as banks, brokerages, and insurance companies.
This move signals that the competition among major tech companies for general-purpose agents is rapidly extending into the financial sector. Previously, Baidu had already prioritized financial applica
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Standard Chartered becomes first major global bank to launch institutional spot Bitcoin and Ether trading in UAE
Standard Chartered becomes first major global bank to launch institutional spot Bitcoin and Ether trading in UAE
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The Japanese Yen surged 1.5% against the US Dollar on Thursday to 156.36, marking its best single-day performance since the joint US-Japan intervention.
The current rebound of the Japanese Yen is primarily driven by a dual expectation of intervention from Japanese authorities and an anticipated interest rate hike. Japanese Finance Minister Satsuki Kat
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Yair Netanyahu, Israeli PM’s son, backs Argentina’s Falklands claims, angering UK right over 'hypocrisy' accusation
Yair Netanyahu, son of Israeli Prime Minister Benjamin Netanyahu, stated last week on X that the Falkland Islands belong to Argentina, accusing the UK of “hypocrisy and hostility towards Israel with t
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MarketWatch Analysis: Fed Rate Hike This Month May Only Cause Temporary Stock Market Weakness
MarketWatch analysts suggest that the stock market's reaction to a potential Federal Reserve interest rate hike in mid-September might be less severe than anticipated, leading to only temporary weakne
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Bloomberg: Bitcoin's rally fades as it fails to decisively break $80,000, with fluctuating US demand and the Federal Reserve's hawkish stance weighing on momentum.
Bitcoin's recent rally has faltered after failing to decisively break the $80,000 mark, with fluctuating demand from US investors and the Federal Reserve's hawkish stance dampening its momentum, accor
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Yen jumps over 1% to one-month high of 156.34 per dollar on Thursday, as traders weigh further intervention chances after US Treasury Secretary Bessent's remarks
The yen strengthened sharply on Thursday, reaching a one-month high against the U.S. dollar, as traders considered the possibility of further Japanese intervention and rising expectations for Bank of
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Pakistan Taps Global Markets to Cut Reliance on Bilateral Loans
Pakistan is seeking other funding sources to reduce its dependence on bilateral financing, after the UAE declined to roll over a $3 billion loan earlier this year.
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Norway has seized the Russian vessel "Professor Molchanov" in the Arctic to enforce Ukrainian energy company Naftogaz's $4.22 billion Crimea compensation claim.
Norway has seized the Russian vessel "Professor Molchanov" in the Arctic region to enforce Ukrainian energy company Naftogaz's claim against Russia for Crimea compensation. This follows Russia's failu
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CFA Institute research shows that approximately 81% of young affluent Chinese investors are turning to overseas assets, which account for an average of 43% of their investment portfolios.
A recent study by the CFA Institute, conducted last December, reveals that young Chinese investors are increasingly turning to overseas assets for wealth preservation and diversification. Approximatel
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CNBC: U.S. AI Data Centers' Reliance on Chinese Supply Chains Deepens, Trump Administration Tightens Restrictions and Considers Banning Imports of Chinese Optical Transceivers
CNBC reported that the increasing reliance of U.S. AI data centers on Chinese supply chains for critical components such as transformers, batteries, and optical equipment has raised concerns in Washin
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Barclays' Cau Sees Case for Stock Investors to Selectively Reduce Risk as September Unfolds
Barclays Plc's head of European equity strategy, Emmanuel Cau, believes that September seasonality, the midterm elections, rate volatility, and upcoming AI IPOs are building the case for stock investo
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South Korean President Lee Jae Myung met Hyundai Motor Group Executive Chair Euisun Chung in a closed-door meeting on Wednesday, likely discussing Hyundai's pledged 9 trillion won (US$6.6 billion) investment for an AI, robot, and energy industrial hub.
South Korean President Lee Jae Myung met Hyundai Motor Group Executive Chair Euisun Chung in a closed-door meeting on Wednesday, likely discussing Hyundai's pledged 9 trillion won (US$6.6 billion) inv
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Panmure Liberum strategist Joachim Klement argues alarming bond yields may drop sooner than investors think, as cyclical forces are set to overwhelm debt sustainability fears.
Panmure Liberum strategist Joachim Klement argues alarming bond yields may drop sooner than investors think, as cyclical forces are set to overwhelm debt sustainability fears.
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Putin said on Thursday there was still a "chance for peace" with Ukraine, but NATO Secretary-General Rutte warned that Russia was becoming "increasingly reckless."
Russian President Vladimir Putin said on Thursday at the Eastern Economic Forum in Vladivostok that the Russia-Ukraine conflict must ultimately be resolved by the two countries, and he believes there
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Posco Group to hire hundreds of entry-level employees for AI and robotics push across six affiliates
South Korea's Posco Group announced on Thursday it is recruiting hundreds of entry-level staff across six affiliates and research units. The recruitment drive covers approximately 60 roles spanning pr
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Eurozone PPI MoM 1.6%, expected 1.2%, prior -0.3%
PPI MoM: 1.6%, Expected 1.2%, Previous -0.3% PPI YoY: 5.8%, Expected 4.7%, Previous 4.6% Release Time: 2026-09-03 09:00 UTC
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World Bank urges Thailand to attract South Korean and Japanese EV suppliers
The World Bank said in a report released Thursday that Thailand should work to attract more battery and other suppliers from South Korea and Japan to become a regional export hub for electric vehicles
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UK's FCA bans and fines Daniel Thomas £742,700 for unauthorized pension transfer advice
The Financial Conduct Authority (FCA) has decided to ban Daniel Thomas from working in financial services and fine him £742,700. This follows findings that he recklessly provided defined benefit pensi
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Musk and Zuckerberg Warn at G20 Summit: AI Development Faces Bottlenecks in Power and Skilled Worker Shortages; Musk Predicts AI Chip Power Deficit to Reach 15 Gigawatts by 2027
At the G20 Technology Ministers' Meeting held on September 1, Musk and Zuckerberg jointly warned global policymakers that the shortage of skilled workers and insufficient power supply are becoming the
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Google accelerates custom AI chip development, shortening TPU release cycles to two or more per year
Amin Vahdat, Google's VP and Chief Architect of AI Infrastructure, stated that Google has shortened the release cycle for its TPUs from one model every two years to one model every year, and even two
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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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SemiAnalysis's report dissects the underlying architecture of AI large model inference, identifying four stages: prefill, midfill, decode attention, and decode expert. It highlights that memory bandwidth holds greater economic value than capacity.
Research firm SemiAnalysis released an in-depth technical report on September 22, systematically dissecting the underlying architecture of AI large model inference services. The report points out that
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Goldman Sachs Report: AI is Reshaping China's Entertainment Industry, Content Supply Approaches Infinity While Attention Remains Limited, Gaming Sector Shows Most Resilience
Goldman Sachs stated in its latest research report that AI is fundamentally reshaping the value chain and profit pools of China's entertainment industry. The core contradiction between an approaching
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Morgan Stanley: AI Architecture Upgrades Lead to a 50% Expansion in US Data Center Power Shortfall to 33GW, Rapid Power-On Solutions Become Core Value
Morgan Stanley's latest research report indicates that as rack-scale AI architectures rapidly proliferate, the power deficit facing U.S. data centers is far more severe than market expectations. The b
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Alibaba CEO Eddie Wu announced a target for Alibaba Cloud's global data center scale to exceed 20GW by 2032, with plans to train AI models with 5-10 trillion parameters. T-Head, a subsidiary, released its latest AI chip, Wujian V900, which boasts a 3x increase in hashrate.
Alibaba Group CEO Eddie Wu stated at the 2026 Hangzhou Apsara Conference that the company is betting on AI infrastructure with industrial revolution-level strategic ambition. He announced that Alibaba
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Korean beauty company APR obtains two international AI certifications, claims global first
Korean beauty company APR announced it has obtained ISO/IEC 42001 certification for artificial intelligence management systems and the AI Trust Mark from Norwegian certification body Nemko. APR stated
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Blackstone President Jon Gray: AI has translated into enterprise productivity and revenue growth, with "hard shortages" in hashrate, power, and data centers forming core investment opportunities.
Jon Gray, President and COO of Blackstone, stated in a closed-door presentation to top investors on September 20 that AI deployment has translated into tangible productivity gains and revenue growth f
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Meta AI's smart agent Muse surpassed ChatGPT in downloads within 12 days of its launch. The Nasdaq 100 closed up 2.83%, reaching a new high for June, with CPU chip stocks surging.
Meta's AI agent, Muse, reached a peak of 448,000 daily active users and a record 264,000 single-day downloads just 12 days after its launch, significantly outperforming ChatGPT's initial period. This
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India’s Market Regulator SEBI Turns to AI to Police Traders and Combat Market Fraud
India's market regulator, the Securities and Exchange Board of India (SEBI), is deploying artificial intelligence to monitor traders and fight market fraud from its Mumbai headquarters.
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UBS has raised its CoWoS industry capacity forecast, expecting it to reach 270,000 wafers per month by the end of 2027, a significant 69% increase from 2026, driven by strong ASIC and CPU demand.
UBS noted in its latest research report that the demand for cloud AI chips continues to exceed expectations, driving the advanced packaging industry into a new expansion cycle. The report raised its f
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Canadian province British Columbia sues OpenAI over its alleged role in a mass shooting, claiming the ChatGPT maker failed to act after the attacker’s account was flagged.
Canadian province British Columbia sues OpenAI over its alleged role in a mass shooting, claiming the ChatGPT maker failed to act after the attacker’s account was flagged.
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Kolon Industries Ramps Up Advanced Materials for AI, Autos, Medical Markets, Targeting $145M Sales from Modified Polyphenylene Oxide
The chemical company has added production capacity and commercialized new materials in the second half of this year, while also carrying out operational excellence and AI transformation projects. It p
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JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
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Proprietary Traders' Share in India's NSE $2 Trillion Derivatives Market Falls to Near Four-Year Low
Proprietary traders' share of equity derivatives turnover at the National Stock Exchange of India Ltd. has fallen to its lowest level in almost four years. This decline is attributed to problems with
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Ben Thompson, a technology strategy analyst, states the AI industry faces five "excesses," with model capabilities already being in surplus. Now is the "application moment."
In his latest article, "Frontier Overhangs," Thompson points out that the AI industry is facing a "fivefold overhang" in capabilities, products, pricing, capital, and safety. This indicates that absol
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UK to provide air-to-air refuelling for Saudi jets to counter Houthi attacks, PM Burnham confirms
British Prime Minister Andy Burnham stated on Monday that the Royal Air Force will provide "defensive" air-to-air refuelling for Saudi planes. This agreement, which is time-limited and under review, c
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The U.S. Department of Justice is investigating whether Binance violated Iran sanctions.
U.S. federal prosecutors are investigating whether Binance Holdings Ltd., the world's largest cryptocurrency exchange, violated U.S. sanctions against Iran by failing to prevent certain transactions o
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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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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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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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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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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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