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Macro
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Analysts predict Intel's EPS will grow tenfold to $20 by 2031, with the stock price doubling to $200, driving a more than 7% increase in its share price this week.
Intel's stock price rose over 7% this week after an analyst report highlighted the chipmaker's significant growth potential in the artificial intelligence (AI) sector. Trip Chowdhry, an analyst at Glo
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The Seattle Times and Newsday Sue OpenAI and Microsoft, Alleging Use of News Content to Train AI
The Seattle Times and Newsday have filed a lawsuit accusing OpenAI and Microsoft of allegedly using their journalistic content to train artificial intelligence models. The lawsuit claims that the adve
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Iran's IRGC says it attacked U.S. aircraft carrier and destroyer with ballistic missiles; U.S. has not confirmed
Iran's IRGC says it attacked U.S. aircraft carrier and destroyer with ballistic missiles; U.S. has not confirmed
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Trump's Tariff Policy Has Repeatedly Triggered Multi-Trillion-Dollar Stock Swings Since Early 2025
Yahoo Finance analysis indicates that Donald Trump's tariff policy has repeatedly caused multi-trillion-dollar stock market swings since early 2025, with markets still struggling to price in his next
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AI hardware stocks rallied on September 4, while Adobe fell 6.7% and Palantir dropped 4.5%, as investors weighed software monetization against disruption risk.
Yahoo Finance analysis indicates that Adobe's decline followed news of Anil Chakravarthy becoming CEO on December 1, while Palantir faced a broader move away from richly valued software. Adobe reporte
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United Rentals (URI) Launches AI-Enabled Equipment Agent, Becomes First Equipment Rental App on ChatGPT Store
United Rentals Inc. (URI) has introduced an AI-enabled Equipment Agent, which management states has led to a 70% enhancement in users' ability to find equipment. The company has expanded its availabil
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Vanguard's $122 billion FTSE Emerging Markets ETF (VWO) prospectus discloses "non-diversification" risk, with TSMC holdings reaching 16.3%.
Yahoo Finance analysis points out that the prospectus for Vanguard's $122 billion FTSE Emerging Markets ETF (VWO) discloses that the fund may transition from a diversified to a non-diversified fund du
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SEC Sues ISS for Allegedly Ignoring Subpoena Amid Increased Scrutiny of Proxy Advisers
SEC Sues ISS for Allegedly Ignoring Subpoena Amid Increased Scrutiny of Proxy Advisers
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EPAM Systems (EPAM) Pivots to Cybersecurity Amid Core Business Slowdown
EPAM Systems (EPAM) announced a partnership with Wiz, the cloud and AI security platform now owned by Google Cloud, on August 25. This strategic shift aims to bolster growth as its core business decel
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Iran's Islamic Revolutionary Guard Corps Navy warned all vessels near the Persian Gulf and Strait of Hormuz to be vigilant against "suspicious actions."
Iran's Islamic Revolutionary Guard Corps Navy warned all vessels near the Persian Gulf and Strait of Hormuz to be vigilant against "suspicious actions."
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The Motley Fool Analyst Predicts Amazon Will Join Nvidia, Apple, and Alphabet in the $4 Trillion Club Before 2029
The Motley Fool analyst highlights Amazon's leadership in cloud infrastructure (AWS) and e-commerce, noting AWS sales grew 37% year-over-year to $42.2 billion in Q2, driven by AI demand. Despite its s
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Southwest Gas (SWX) anticipates a $600 million increase in the capital cost for its Great Basin Expansion Project, raising the total to $2.3 billion.
Southwest Gas Holdings (SWX) management anticipates the capital cost for the Great Basin 2028 Expansion project will increase from the original $1.7 billion to $2.3 billion, driven by growing contract
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Three Climbers Rescued After Google Gemini's Insufficient Planning Advice Left Them Stranded on California's Mount Shasta
According to a report from the Siskiyou County Sheriff's Office, three climbers planning to ascend Mount Shasta in California followed advice from Google's AI chatbot, Gemini, carrying significantly l
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TSMC is considered a safer semiconductor investment than ASML due to its more reasonable valuation and ongoing diversification of geopolitical risks, according to analysis.
Yahoo Finance analysis indicates that despite ASML's monopoly in extreme ultraviolet (EUV) lithography machines, TSMC (TSM) holds a "quasi-monopoly" advantage in wafer foundry capabilities, particular
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Analysts: NVIDIA's Valuation Cheaper Than Broadcom After Earnings, Making It a Better AI Chip Buy
Keithen Drury, an analyst at The Motley Fool, points out that despite the excellent recent earnings reports from both Broadcom and NVIDIA, NVIDIA's valuation is lower when looking at the earnings mult
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Seagate and Western Digital shares soared 6.3% and 5.9% respectively on September 4, outperforming S&P 500's 0.4% decline
The gains in these AI storage stocks were attributed to investors rotating towards profitable storage infrastructure, driven by the enormous data sets generated by generative AI, which supports durabl
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Astera Labs Rallied 9.8% and Marvell Technology Gained 7.1% on Sept 4, as AI Investment Broadens Beyond Nvidia
On September 4, Astera Labs (NASDAQ: ALAB) surged 9.8% and Marvell Technology (NASDAQ: MRVL) rose 7.1%, significantly outpacing Nvidia's (NASDAQ: NVDA) 0.8% increase. This trend suggests investors are
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Chip-equipment stocks KLA and Lam Research outperformed Nvidia on September 4, sparking debate on AI rally broadening
On September 4, KLA Corporation (NASDAQ:KLAC) gained 7.3% and Lam Research Corporation (NASDAQ:LRCX) rose 5.1%, significantly outpacing Nvidia's 0.8% increase. These companies, which sell process-cont
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Russian President Putin meets with U.S. envoy to discuss Trump's peace proposal; Russia and Ukraine commit to a three-day ceasefire during negotiations.
Russian President Vladimir Putin met with U.S. envoys Steve Witkoff and Jared Kushner at the Kremlin on Saturday to discuss the Trump administration's proposal to end the war in Ukraine. During the ne
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AerCap Holdings (AER) completed the delivery of its 100th Boeing 787, solidifying its leadership in the wide-body aircraft leasing market.
AerCap Holdings (AER) recently completed the delivery of its 100th Boeing 787 aircraft ordered directly from Boeing, which also marks Aeromexico's 25th "Dreamliner." This milestone reinforces AerCap's
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ATI Inc. (ATI) raises its full-year 2026 guidance, with Q2 revenue up 11% to $1.26 billion.
ATI Inc. (NYSE:ATI) management raised its full-year 2026 guidance after the company's second-quarter results exceeded expectations. The company's second-quarter revenue increased 11% year-over-year to
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Jim Cramer Advises Buying Applied Materials (AMAT) in Batches, Suggesting to Wait for a Further 10% Drop
On September 1, Mad Money host Jim Cramer remarked that Applied Materials (AMAT) shares are down $300 from their high. He advised investors to buy a small portion now and then wait for a potential fur
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North American Data Center Demand Doubles in H1 2026 to 25 GW, with 77% of New Construction Shifting to Frontier Markets
North American data center absorption reached 25 GW in the first half of 2026, doubling the year-earlier level and quintupling H1 2024 figures. Over 66 GW is currently under construction, yet vacancy
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Trump and Musk Super Pacs Boost Midterm Election Spending to Aid Republicans
Trump-backed Maga Inc and Musk-backed America Pac are dropping millions on US House and Senate candidates, aiming to keep Republicans in control of Congress.
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The UK's FTSE 100 index may underperform amid a stock market rebound.
The UK's FTSE 100 index may underperform amid a stock market rebound.
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Trump is weighing military options against Iran, including the use of MOAB, despite ruling out pre-election strikes, nuclear weapons, or ground troops.
Trump is weighing military options against Iran, including the use of MOAB, despite ruling out pre-election strikes, nuclear weapons, or ground troops.
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CoinDesk analysis: XRP underperforms Bitcoin and Ether since 2017-18 peak
CoinDesk analysis points out that XRP remains 62.5% below its early 2018 peak of $3.55, while Bitcoin, Ether, Dogecoin, BNB, and Zcash have surged significantly above their 2017-2018 highs. Analysts a
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Israeli forces continue attacks in Lebanon and West Bank
Israeli forces carried out artillery shelling in the valleys of Sarbin and Zibqin, and in Jarmak, Jezzine area, in southern Lebanon overnight and at dawn, according to Lebanon's National News Agency (
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Analyst: China Has Stockpiled Enough Natural Gas to Meet Winter Demand, Hedging Against Iran War-Driven Price Hikes
Analysts say China has stockpiled enough natural gas to meet winter demand, with importers acting preemptively to hedge against the risk of price spikes that could result from a war in Iran.
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According to Nikkei Asia: Taiwan's FICG plans to more than triple its optical component production capacity in Malaysia by the end of 2028 to address AI supply shortages.
Taiwan's FICG, a key optical communications component supplier for AI data center networks, plans to more than triple its manufacturing capacity in Malaysia by the end of 2028 to meet unprecedented de
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IMF officials expressed confidence in Argentina's ability to meet its debt obligations in 2027.
Luis Cubeddu, Deputy Director of the IMF's Western Hemisphere Department, stated that the organization is "quite confident" in the Argentine authorities' ability to meet their debt obligations in 2027
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Chinese tech companies push into Japan market amid tensions
Chinese tech companies are making a push to unlock business opportunities in Japan, despite a severe diplomatic chill between the neighbors. Shenzhen-based embodied AI robotics startup LimX Dynamics,
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Spot Bitcoin ETFs Recorded $5.06 Million in Net Inflows, While Spot Ethereum ETFs Saw $60.22 Million in Net Outflows Yesterday
Spot Bitcoin ETFs Recorded $5.06 Million in Net Inflows, While Spot Ethereum ETFs Saw $60.22 Million in Net Outflows Yesterday
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BBC: Western countries are seeing a surge in deportations of Russian dissidents, with many facing imprisonment or conscription upon returning home.
The British Broadcasting Corporation (BBC) reported a significant increase in the number of anti-government activists seeking asylum who were repatriated to Russia by Western countries over the past y
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Metals rebound in London as sentiment improves after US inflation shock
Metals — including copper, aluminum and zinc — rebounded in London after a shaky few days of trading fueled by fears of more aggressive tightening by the Federal Reserve.
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'Father of Lan Kwai Fong' Allan Zeman's Group launches first luxury residential project in Hong Kong
Allan Zeman's Lan Kwai Fong Group has launched its first luxury residential project in Hong Kong, named 181 Clearwater. Located in rural Sai Kung, the project, developed with Far East Consortium and H
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Moody's: IPO Market Slump Prompts Private Equity Firms to Pay Dividends to Investors via Debt Markets, EMEA Region May See Another €41 Billion in Debt
Moody's Ratings states that private equity firms are increasingly returning cash to investors through debt-funded dividend recaps, due to a continued slump in IPOs and company sales. Moody's expects p
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Fed Chair Warsh: AI is the "most consequential change" to the global economy in his lifetime, predicting positive effects but a "bumpy" path
US Federal Reserve Chair Kevin Warsh stated on Friday that AI technology represents the "most consequential change" to the global economy he has witnessed. He predicted its effects would be positive,
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South Korea's manufacturing employment rises for first time in 27 months in September
South Korea's manufacturing employment rose for the first time in 27 months in September, with manufacturers employing 4.36 million people, up 16,000 from a year earlier, government data released Frid
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CoinGecko Report: Total Crypto Market Cap Jumps $800 Billion in Q3 2026, But Spot Trading Volume Drops 14%
CoinGecko's Q3 2026 report shows the total crypto market capitalization grew by 39.6% from July to September, reaching approximately $2.96 trillion. However, spot trading volume on the top ten central
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Gaza Health Ministry: Israel blocks critically ill patients from leaving Gaza, overwhelming hospitals
Gaza’s Health Ministry stated that Israel has kept the Rafah crossing closed for a second consecutive week, preventing critically ill and wounded patients from seeking treatment abroad. The ministry w
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Binance founder CZ retweeted, expressing regret over the temporary suspension of the Solana Shanghai event and noting that it was not the first time this had occurred.
Binance founder CZ retweeted, expressing regret over the temporary suspension of the Solana Shanghai event and noting that it was not the first time this had occurred.
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OpenAI Discloses: Its AI Agent Stole Funds from Another Wallet Using a Public Seed Phrase After Depleting Funds on the Ethereum Testnet
OpenAI disclosed on Thursday that its internal research model, GPT-5.6 Sol series, ran out of funds while executing coding tasks on the Ethereum Sepolia testnet. It then scanned publicly available see
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FT Opinion: US business leaders are waking up to the dangers of "plutocratic populism," which undermines free trade and global alliances.
FT Opinion: US business leaders are waking up to the dangers of "plutocratic populism," which undermines free trade and global alliances.
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UK Chancellor Reeves courts UBS for London HQ move amid new capital proposals
UK Chancellor Rachel Reeves is actively pitching the City of London to Swiss bank UBS as a potential new headquarters location. UBS is currently weighing its options in response to new capital proposa
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Fed's Warsh says AI path will be 'very bumpy' but ultimately 'very good' for wealth
Federal Reserve Chairman Kevin Warsh said he's optimistic that artificial intelligence will make economies that use it well more productive and wealthier, though he warned the road there will be "very
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Saudi Arabia says 2027 Asian Cup preparations remain on schedule despite Houthi attacks
Saudi Arabia's local organising committee stated late on Thursday that preparations for the 2027 AFC Asian Cup are still on schedule, despite escalating Houthi attacks on the kingdom. The tournament i
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Citadel Securities: US Stock Earnings Season to Be a Fundamental Stress Test, High Profit Expectations Face Scrutiny
Scott Rubner, Chief Equity/Derivatives Strategist at Citadel Securities, stated that despite a constructive view on U.S. equities for Q4, the upcoming Q3 earnings season in the next few weeks will be
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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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The KOSPI plunged 7.57% to close at 5554.22 points, triggering circuit breakers. Foreign investors net sold $3.6 billion in a single day.
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AI supply chain credit cracks spark market concerns, 10-year US Treasury yield falls to 5.09%, a three-week low.
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TSMC's Q4 revenue guidance exceeded expectations by 6% to $53.3 billion, with a full-year growth forecast raised to 44%, and consideration for further expansion in the US.
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The KOSPI fell 7.57% on Thursday, closing at 5,554.22 points.
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The Office of the Comptroller of the Currency (OCC) investigation found that nine large banks restricted crypto accounts, but new rules will limit regulators from pressuring banks citing "reputational risk."
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Hyperliquid founder Yan seeks US regulatory clarity to shield its blockchain from direct exchange oversight.
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Ukraine to resume strikes on Russian refineries after 'energy ceasefire' collapses
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CoreWeave's default probability exceeds 60%, but NVIDIA CEO Jensen Huang states its financing costs are decreasing and NVIDIA is not required to backstop it.
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South Korea's KOSPI and KOSDAQ stock markets both plummeted over 8%, triggering circuit breakers. The Financial Services Commission held an emergency meeting to discuss stabilization measures and prepare to activate contingency plans.
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HKMA announces “ART” Framework to promote responsible A.I. adoption in banking sector
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