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Macro
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US goods trade deficit with 13 key Asia-Pacific economies grew to $93.8 billion in July, led by Vietnam with a record $24.8 billion imbalance, Commerce Department data shows.
US goods trade deficit with 13 key Asia-Pacific economies grew to $93.8 billion in July, led by Vietnam with a record $24.8 billion imbalance, Commerce Department data shows.
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Insider Monkey analysis reveals that billionaire funds significantly increased their holdings in two AI data center stocks, Vertiv Holdings and Equinix, during the second quarter.
Insider Monkey's analysis, based on its database of over 900 hedge funds, shows that billionaire-led funds aggressively bought AI and data center stocks in the second quarter, with Vertiv Holdings (VR
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Trump says US is producing munitions at levels never seen before
Trump says US is producing munitions at levels never seen before
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Irish PM Martin Says EU Savings Union Could See Progress by Year-End
Ireland's Prime Minister (Taoiseach) Micheal Martin stated that progress on the European Union’s long-awaited savings and investment union will be possible by the end of the year.
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Eagle Capital Management anticipates Humana (HUM) will see 15-20% EPS growth in the coming years, driven by significant margin expansion and improved star ratings.
Eagle Capital Management anticipates Humana (HUM) will see 15-20% EPS growth in the coming years, driven by significant margin expansion and improved star ratings.
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Investment management firm Andvari Associates stated in its Q2 2026 investor letter that it added Amazon (AMZN) and Microsoft to its portfolio this year. The firm believes that while Amazon has AI exposure, its diversified businesses, including logistics, online retail, advertising network, and grocery stores, are the key performance drivers.
Andvari Associates points out that despite the hype in the AI sector and the risk of valuations decoupling from future cash flows, hyperscalers like Amazon and Microsoft have diverse revenue and profi
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Canada's Prime Minister Carney says he is ready to sit down and strike a trade deal with the U.S. when Washington is ready.
Canada's Prime Minister Carney says he is ready to sit down and strike a trade deal with the U.S. when Washington is ready.
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Musk retweeted NVIDIA CEO Jensen Huang's post, in which Huang stated that NVIDIA would be an "excellent home" for Hugging Face and its open-model community.
Musk reposted a tweet from NVIDIA CEO Jensen Huang, who stated that NVIDIA would be an "excellent home" for Hugging Face and its open-model community. Huang added that open models enhance safety and c
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Andvari Associates highlights Texas Instruments (TXN) in Q2 2026 investor letter, noting its benefits from AI infrastructure build-out despite not being a pure-play AI company
Investment management firm Andvari Associates stated in its Q2 2026 investor letter that Texas Instruments, a semiconductor manufacturer, is likely receiving a temporary boost in profits and revenues
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Andvari Associates Highlights Microsoft's Diverse Revenue Streams Beyond AI Theme
Investment management firm Andvari Associates stated in its Q2 2026 investor letter that while Microsoft has exposure to AI, it generates revenues and profits from various other sources, including ubi
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Three people were injured in a shootout in Kyiv involving Ukrainian intelligence agencies, prompting Zelenskyy to denounce it as an "absolute disgrace" and dismiss an SBU official.
A shootout occurred in Kyiv on Wednesday morning between Ukraine's Main Directorate of Intelligence (HUR) and the Security Service of Ukraine (SBU), resulting in at least three intelligence officers i
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Morgan Stanley analysts stated that despite community resistance faced by AI data centers, the AI capital expenditure story remains intact, with hyperscale cloud service providers' capital expenditure expected to exceed $1 trillion next year.
Ariana Salvatore, Head of US Public Policy Research at Morgan Stanley, noted in an interview with CNBC that AI data centers are facing community resistance due to high electricity costs, water consump
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Whole Foods CEO Jason Buechel outlines growth strategy: expanding smaller Daily Shops (with hundreds planned) and leveraging Amazon tech like new Dash Carts; physical store sales up 4%
Whole Foods CEO Jason Buechel outlines growth strategy: expanding smaller Daily Shops (with hundreds planned) and leveraging Amazon tech like new Dash Carts; physical store sales up 4%
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Bermuda-based Chariot Re raises $700m in equity and debt to expand reinsurance platform
The oversubscribed funding, which marks the company's third capital raise since its July 2025 launch, will help Chariot Re scale its life and annuity reinsurance business. Sponsors MetLife and General
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US ISM Services PMI 55.4, expected 54.3, previous 54.1
ISM Services PMI: 55.4, expected 54.3, prior 54.1 ISM Non-Manufacturing PMI: 55.4, expected 54.2, prior 54.1 ISM Non-Manufacturing Prices Index: 72.6, prior 70.3 ISM Non-Manufacturing Employment Index
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US August ISM Services PMI Rises to 55.4 from 54.1, Exceeding Estimate of 54.1
US August ISM Services PMI Rises to 55.4 from 54.1, Exceeding Estimate of 54.1
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The Motley Fool analyst Geoffrey Seiler stated that he holds shares in Amazon, Google, and Meta Platforms, considering these hyperscale companies as pillars of AI infrastructure and long-term growth stocks in the AI sector.
The article points out that these companies have invested heavily in AI capital expenditures. Among them, Google Cloud's revenue grew by 82% last quarter to $24.8 billion, and its operating profit mor
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Ukraine Attacks Repair Vessels at Key Black Sea Oil Moorings
Ukraine attacked a small service vessel that was involved in planned maintenance work at a critical CPC oil mooring facility in the Black Sea, a source familiar with the situation said.
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Al Jazeera: Israeli "Hilltop Youth" Promote "Soft Settlement" Strategy to Gradually Seize West Bank Land
Al Jazeera reports that a radical movement of young Israeli women, known as "Hilltop Girls," is establishing makeshift hilltop tent settlements in the occupied West Bank. Through a "soft settlement" s
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Al Jazeera: Ukraine Extends Conflict to Russian Space Program, Attacking Military Space Infrastructure
Al Jazeera reports that Ukraine is escalating the conflict to Russia's space program by attacking its military space infrastructure, marking a shift in tactics. Ukraine has reportedly used long-range
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Nuveen's Tony Rodriguez Explains 'Fairly Neutral' Stance on Duration
Tony Rodriguez, head of fixed income strategy at Nuveen, detailed how his firm's position on duration would change with a series of interest rate hikes from the Federal Reserve.
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US August Final Services PMI 56.5 (Flash 56.8, July 54.6); Final Composite PMI 56.0 (Flash 56.0, July 54.5)
US August Final Services PMI 56.5 (Flash 56.8, July 54.6); Final Composite PMI 56.0 (Flash 56.0, July 54.5)
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China and Russia push for deeper investment ties in manufacturing, infrastructure, green industries, and digital economy
China is ready to expand investment cooperation with Russia, focusing on manufacturing, infrastructure, green industries, and the digital economy. Chinese Vice Premier Ding Xuexiang called for faster
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Riverwater Partners Exited Perella Weinberg (PWP) After Firm Announced ~10% Workforce Reduction, Citing Prolonged M&A Drought for Smaller Advisors
Riverwater Partners Exited Perella Weinberg (PWP) After Firm Announced ~10% Workforce Reduction, Citing Prolonged M&A Drought for Smaller Advisors
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Yemen's government says Houthis fired two missiles at Aden airport
Yemen's internationally recognised government reported that Houthis launched two missiles at Aden International Airport on Friday, landing 500 meters from a preparing aircraft. All passengers and crew
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Federal Reserve Chairman Warsh expressed optimism about the resilience of the U.S. economy and surprise at the performance of the global economy.
Federal Reserve Chairman Warsh on Friday expressed optimism about the resilience of the U.S. economy and surprise at how well the global economy has performed despite energy shocks and tight monetary
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Saudi-led coalition says it struck Houthi arms smuggling operation
Coalition spokesman Turki al-Maliki posted images on social media, stating that the operation's target was Houthi arms smuggling by sea to Yemen's coastal Hodeidah province.
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Japan's holdings of U.S. Treasury bonds fell to $1.0683 trillion in August, marking the fourth consecutive month of decline.
Japan's holdings of U.S. Treasury bonds decreased by $35.6 billion month-over-month in August, falling to $1.0683 trillion, according to the U.S. Treasury International Capital (TIC) report. Japan rem
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China's holdings of U.S. Treasury bonds fell to $590.7 billion in August, marking a two-month consecutive low since August 2008.
China's holdings of U.S. Treasury bonds decreased by $27.3 billion month-over-month in August to $590.7 billion, according to the U.S. Treasury International Capital (TIC) report. This marks the secon
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UK holdings of US Treasury bonds exceeded $1 trillion for the first time in August, reaching a new historical high.
The U.S. Treasury International Capital (TIC) report showed that the UK's holdings of U.S. Treasury securities increased by $11.2 billion month-over-month in August, reaching $1.0095 trillion. This ma
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Japan's Sumitomo and Hankyu to test power-saving rail system on metro Manila's LRT-1 line, expected to power 2,000 households
Japan's Sumitomo and Hankyu to test power-saving rail system on metro Manila's LRT-1 line, expected to power 2,000 households
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Anthropic's Claude AI traced NIST curve seeds to 1990s timestamps, a finding not a cryptographic break, involving five prime-curve and four binary-curve seeds.
Anthropic's Claude AI traced NIST curve seeds to 1990s timestamps, a finding not a cryptographic break, involving five prime-curve and four binary-curve seeds.
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Meta employees reportedly admitted that Lula's account was restricted during the Brazilian general election, and the court ruled that Meta must treat all accounts fairly or face a daily fine of 500,000 BRL.
Meta employees admitted in internal communications that Brazilian President Lula's Instagram account was restricted during the election, while the platform recommended the profile and WhatsApp channel
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The EU strongly condemns actions and rhetoric that undermine the viability of the Israeli-Palestinian "two-state solution."
EU leaders, in a statement from the EU summit in Brussels, strongly condemned actions, policies, and rhetoric that undermine the viability of the two-state solution to the Israeli-Palestinian conflict
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The Philadelphia Semiconductor Index recorded its longest losing streak since 2008, and NVIDIA CEO Jensen Huang stated that the AI revolution has just begun.
The Philadelphia Semiconductor Index has fallen for eight consecutive trading days, marking its longest losing streak since the 2008 financial crisis. NVIDIA's stock price has also recorded declines o
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Tax Dispute Halts Commercial Goods into Gaza for Two Days, Fueling Food Price Hike Concerns
Commercial goods, including fresh fruits, vegetables, meat, and winter clothing, have been unable to enter the Gaza Strip for two consecutive days due to a tax dispute between local merchants and Hama
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Iran denies involvement in Houthi attacks on Saudi Arabia, expresses willingness to mediate Yemen conflict.
Iran's Foreign Ministry denied involvement in Houthi attacks on Saudi Arabia. Foreign Ministry spokesman Esmail Baghaei stated that Iran rejects any claims of its role in Yemen's operations. He added
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U.S. Central Command Commander Michael Kurilla stated that over the past seven days, the U.S. military assisted Gulf allies in transporting over 100 million barrels of crude oil through the Strait of Hormuz.
U.S. Central Command Commander Michael Kurilla stated that over the past seven days, the U.S. military assisted Gulf allies in transporting over 100 million barrels of crude oil through the Strait of
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Wall Street Anxiety Spreads Amid AI Rout and $110 Oil
Wall Street is experiencing heightened anxiety as a deepening rout in the AI complex, which has extended to its debt financing, coincides with oil prices reaching $110 a barrel. This combination threa
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Binance Founder CZ Reaffirms Support for XRP, ZEC, SOL Amid China Crypto Controversy
Binance founder Changpeng Zhao (CZ) has reaffirmed his support for major cryptocurrencies including XRP, Zcash (ZEC), and Solana (SOL), stating he is "always supportive of any blockchain making any pr
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Saudi Civil Defence lifts early warning alert for Jazan
Saudi Civil Defence lifts early warning alert for Jazan
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Israeli settlers attack Palestinians in West Bank
Israeli settlers attacked Palestinians harvesting olives in the West Bank, injuring a Washington Post journalist in the clashes, the Financial Times reported.
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Qatar's Prime Minister called on Israel to withdraw from southern Lebanon and condemned its attack on peacekeeping forces.
Qatar's Prime Minister and Foreign Minister, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, stated on Friday during a press conference in Beirut with Lebanese Prime Minister Najib Mikati that Qa
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Yemeni government says Houthis targeted Aden International Airport with two missiles
Yemeni Information Minister Moammar al-Eryani stated in a social media post that the missiles landed 500 meters from an aircraft and approximately 100 meters from the center of the runway. A Yemenia A
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Donald Trump called for a nearly $500 billion increase in defense spending and pledged to issue $5,000 to citizens if the Republican Party wins the midterm elections.
Despite Treasury Secretary Scott Bessent's commitment to proposing fiscal consolidation plans, Donald Trump continues to signal expanded spending, calling for a nearly $500 billion increase in defense
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IMF, ECB, and CBO Question US Treasury Secretary Bessent's "Growth Solves Deficit" Logic
U.S. Treasury Secretary Scott Bessent insists that the U.S. can primarily rely on faster, sustained economic growth to bring down its debt curve. However, IMF Managing Director Kristalina Georgieva, E
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The U.S. budget deficit reached $1.99 trillion in fiscal year 2026, a 12% year-over-year increase; interest expenses surpassed $1 trillion for the first time, hitting a new historical high.
The U.S. Treasury Department announced on Friday that the federal budget deficit for fiscal year 2026, ending in September, expanded to $1.99 trillion, an increase of approximately 12% from $1.78 tril
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U.S. Deputy Treasury Secretary Erin Browne expressed confidence in Japan's efforts to exit reflationary policies and its positive inflation trajectory during an interview with Nikkei.
U.S. Deputy Treasury Secretary Erin Browne expressed confidence in Japan's efforts to exit reflationary policies and its positive inflation trajectory during an interview with Nikkei.
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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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Jensen Huang Responds to AI Compute Investment Anxiety: Backs CoreWeave, Says Market Misreads Compute Demand
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UKMTO Warns of "Severe" Threat to Shipping in Strait of Hormuz, Attacks "Highly Likely"
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US embassy warns of potential attacks on Saudi airports, restricts staff travel and urges citizens to take extreme caution
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Goldman Sachs Warns: Hedge Funds Liquidate Nearly Two Years of Net AI Stock Purchases in One Week, Deleveraging May Have Just Begun
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AI Data Center Debt Crisis Worsens: Australia's Firmus Withdraws A$44 Billion IPO, CoreWeave Bond Yields Near 15%
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China is accelerating the internationalization of the RMB, aiming to build a more comprehensive financial ecosystem where its functions extend beyond trade settlement.
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Basic Attention Token (BAT): Current Status and Future Development Prospects Analysis
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Bridgewater Associates: Global Interest Rate Hikes Driven Not Just by Oil Prices, But by Capital Market Repricing Due to Asset Supply
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Enigma (ENX) Token Value Analysis and Long-Term Investment Considerations: Multi-Project Disambiguation
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A survey shows that South Korean chipmaker SK Hynix has become the most preferred company for job seekers in South Korea over the past year.
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