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Macro
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Investors warn AppLovin's algorithmic moat is vulnerable, advising against buying despite strong Q2 revenue
In a September 3 podcast, investors Kyle Grieve and Shawn O'Malley analyzed mobile ad platform AppLovin (NASDAQ:APP), concluding that its core algorithmic advantage is vulnerable to competitors. Despi
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Fed Governor Waller extends Warsh's "play the ball, not the Fed" metaphor, likening central bank reaction function to umpire's strike zone
Waller repurposed the metaphor to defend his communication style, stating that batters and pitchers don't need the strike zone to be perfect, only roughly known and stable from pitch to pitch. He emph
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US Trade Balance: -$88.6 billion, expected -$90.0 billion, prior -$73.3 billion
Trade Balance: -$88.6 billion, Expected -$90.0 billion, Prior -$73.3 billion Imports: $399.3 billion, Expected $399.7 billion, Prior $388.0 billion Exports: $310.7 billion, Expected $308.5 billion, Pr
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Federal Reserve Governor Christopher Waller: If August inflation data continues to move towards 2%, I would favor holding interest rates steady; if the data is too hot, I would consider a rate hike at the September FOMC meeting.
Federal Reserve Governor Christopher Waller stated that while there has been no fundamental change in his monetary policy stance since July, his inclination has shifted from concern and a bias towards
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US initial jobless claims for the week of August 29 were 206,000, compared to an expected 205,000 and a previous reading of 203,000.
US initial jobless claims for the week of August 29 were 206,000, compared to an expected 205,000 and a previous reading of 203,000.
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German Chancellor Merz will meet with European Central Bank officials next week, as Germany is pushing for Bundesbank President Nagel to succeed Lagarde.
German Chancellor Merz is reportedly attending an official dinner at the Deutsche Bundesbank next week in Berlin, followed by a European Central Bank (ECB) monetary policy meeting in the city. With EC
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Tesla will hold its Cybercab robotaxi unveiling after the market closes on Thursday.
Tesla will hold its Cybercab robotaxi unveiling event after the market closes on Thursday. Additionally, Dow Jones futures edged higher in early Thursday trading, and oil prices continued to climb; Sn
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Meta agrees to up to $17 billion child safety settlement, to impose 2-hour daily app limit and stricter age verification for teens
Meta reached a landmark settlement with over 40 U.S. states and territories in a child safety lawsuit, agreeing to pay up to $17 billion over 10 years. As part of the agreement, Meta will implement si
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Ciena (CIEN) stock rose on Thursday after Q3 earnings surged 215% to $2.11 per share, beating estimates amid AI data center boom.
Ciena (CIEN) stock rose on Thursday after the optical gear maker's fiscal third-quarter earnings topped estimates while revenue edged by views amid big share gains in 2026. The company's October-quart
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Analysts maintain a "Buy" rating on Coherent with a price target of $397, projecting a 48% upside.
A Yahoo Finance analysis highlights that photonics manufacturer Coherent's (NYSE:COHR) data center segment sales grew 59% year-over-year, accounting for 79% of total sales. Company management aims to
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Zhihu establishes "Zhizhe Tansuo," a subsidiary with 1.5 billion yuan registered capital; founder Zhou Yuan serves as legal representative.
According to public industrial and commercial information released on September 2, Beijing Zhizhe Tansuo Technology Co., Ltd. was recently established with a registered capital of 1.5 billion yuan and
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Toxic Wildfire Haze Spreads Across Southeast Asia, Affecting Millions Amid Intensifying El Niño
Weeks-long wildfires in Indonesia, exacerbated by a 'super' El Niño, have caused a toxic haze to spread across parts of Malaysia, Singapore, and the Philippines. Millions have been exposed to the smog
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Anthropic accuses Chinese AI labs, including Moonshot AI and Alibaba, of illegally 'distilling' its Claude models and selling copies on the dark web
Anthropic's head of threat intelligence, Jacob Klein, stated that foreign adversaries are illegally accessing their Claude models to train competing technology and sell copycat versions at lower price
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Legendary Bosnian striker Edin Dzeko to retire from international football next month, having scored 73 goals in 151 appearances
Legendary Bosnian striker Edin Dzeko to retire from international football next month, having scored 73 goals in 151 appearances
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HSBC raises its US government bond yield forecasts, expecting the 2-year and 10-year Treasury yields to reach 4.20% and 4.65% respectively by the end of 2026.
HSBC has raised its US government bond yield forecasts, expecting the 2-year and 10-year Treasury yields to reach 4.20% and 4.65% respectively by the end of 2026. The bank stated that this move is due
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CoinDesk Analysis: Forex Markets Have Changed How They Interpret Bond Yields; High Yields May Signal Fiscal Stress, Not Strength; Bitcoin Should Follow Suit
CoinDesk's latest "Daybook" notes that while conventional wisdom holds that rising government bond yields are a headwind for cryptocurrencies, the foreign exchange market no longer follows this logic.
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The Bank of Japan's data showed no intervention in the yen's sharp rise on Wednesday, while the Finance Minister reiterated that he would prevent the yen from depreciating.
Bank of Japan (BOJ) account data released on Thursday showed that speculation of market intervention following Wednesday's more than 1 yen drop in USD/JPY was unfounded, as the gap between its current
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Lloyd's Insurance Market Sees £1.4 Billion Loss From US-Iran War
Lloyd's of London sees losses “arising from Middle East conflict” amounting to about £1.4 billion ($1.9 billion), the insurance marketplace’s first estimate of the US-Iran war’s impact.
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Bloomberg: Europe Faces Costly Winter Amid Soaring Energy Prices and Insufficient Fuel Reserves
Bloomberg reports that Europe is bracing for a costly winter, unprepared for higher consumption due to soaring energy prices and insufficient fuel reserves.
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Chinese Ministry of Commerce spokesperson Huang Ling urged France to halt the implementation of new laws targeting Chinese e-commerce and warned of necessary measures.
Huang Ling stated that if France persists in its actions, China will take necessary measures to safeguard the legitimate rights and interests of Chinese enterprises, and France will bear all consequen
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Chinese Ministry of Commerce spokesperson Huang Ling demanded that the United States immediately rectify its sanctions against Chinese companies and citizens related to Iran.
Huang Ling stated that despite repeated requests from China, the U.S. has repeatedly sanctioned Chinese companies and citizens using Iran as a pretext, which China strongly resents and firmly opposes.
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China Rejects G20 Criticism of Its Export Reliance, Accuses It of "Promoting Protectionism"
China Rejects G20 Criticism of Its Export Reliance, Accuses It of "Promoting Protectionism"
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Kyrgyzstan hosts SCO summit, Putin calls it the center of an emerging multipolar world; Iranian President Pezeshkian calls on the US to fulfill JCPOA commitments
At the Shanghai Cooperation Organization (SCO) summit in Bishkek, Kyrgyzstan, Russian President Vladimir Putin stated that the SCO has evolved into one of the independent and influential centers of th
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India and Pakistan's 65-year-old Indus River water-sharing treaty is in limbo amid ongoing dispute.
India and Pakistan's 65-year-old Indus River water-sharing treaty is in limbo amid ongoing dispute.
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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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Citigroup Research: Nikkei Index May Rise on Short Covering Amid Mildly Positive Catalysts
Citi Research stated that a moderately positive catalyst could trigger a sharp short-covering rally in the Nikkei, and the same applies to the KOSPI.
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SoftBank’s $50bn data centre group slows IPO due to market fears over an AI slowdown and lacklustre interest in new debt sale
SoftBank’s $50bn data centre group slows IPO due to market fears over an AI slowdown and lacklustre interest in new debt sale
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EU Chamber Urges China to Curb Overcapacity Ahead of Key Trade Talks
European businesses in China are urging the Chinese government to address issues of overcapacity and intense price competition ahead of crucial talks next month, according to a report released on Tues
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OpenAI is projected to accumulate losses of $278 billion by the end of 2030, significantly exceeding previous forecasts.
OpenAI has informed some investors that it anticipates cumulative losses to reach $278 billion by the end of 2030, primarily due to investments in cloud computing and chips, the Financial Times report
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South Korean stocks open 2.02% higher on Tuesday, led by chip gains amid revived AI hopes
The benchmark Korea Composite Stock Price Index (KOSPI) rose 141.58 points to 7,149.3 as of 9:15 a.m. local time. This follows a record close for the tech-heavy Nasdaq Composite, driven by renewed opt
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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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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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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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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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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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