Macro
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Citi, Nomura, UBS Research SEMICON Taiwan 2026: AI Semiconductor Expansion Shifts to Full Chain; UBS Raises TSMC CoWoS Capacity Forecast to 260K Wafers/Month; Nomura Points to CPO Testing as Mass Production Bottleneck
The continuous expansion of AI hashrate is driving the semiconductor expansion logic to extend from chip and wafer manufacturing to advanced packaging, optical interconnect, and testing. Surveys from
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Philippines Central Bank Proposes Halting New Payment Operator Registrations, Strengthening VASP Inspections
A proposal from the Philippine central bank would suspend new registrations for payment operators while requiring enhanced monitoring and transaction limits for arrangements involving virtual asset se
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To collect $500 monthly dividends from Realty Income (O) stock, investors would need to invest approximately $114,390, according to Yahoo Finance analysis.
The analysis, based on Realty Income's recent monthly payout of $0.271 per share and a share price of $62, suggests purchasing 1,845 shares. Realty Income, a real estate investment trust (REIT), curre
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Bank of America Economists Say India Needs Double-Digit Factory Growth to Meet Manufacturing Ambitions
Bank of America economists say India needs to sharply accelerate manufacturing growth to meet its long-standing ambitions for the sector, pointing to several constraints holding the country back from
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Tesla shares fall 6% after launching Cybercab vehicle to its Austin robotaxi fleet
Tesla held an invite-only event on September 3, introducing 250 Cybercab vehicles (which feature no pedals or steering wheel) to its Austin robotaxi fleet. Investors appear disappointed by the news, w
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Guo Rui, Chairman of Luxeed Motors: The automotive industry is currently in the red ocean phase that the mobile phone industry experienced in 2004-2005, and industrial transformation has just begun.
Guo Rui, Chairman of Luxeed, stated in an exclusive interview with Wallstreetcn that the current automotive industry is fiercely competitive, akin to the mobile phone "red ocean" market in 2004-2005,
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Adnoc Reportedly in Talks to Acquire Stakes in Thai and African Refineries
Abu Dhabi National Oil Co. (Adnoc) is reportedly in discussions with major refining companies in Thailand and Africa to invest in their businesses. This move aims to secure customers for Adnoc's crude
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Thai Sugar Output to Drop at Least 17%, Worsening Global Squeeze
Thailand’s sugar output may drop at least 17% in the coming season, adding to the strain on global supplies as dryness hits some of the world’s major growers.
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China's foreign exchange reserves rose by $19.55 billion to $3.438 trillion in August, exceeding economists' expectations
China's foreign-exchange reserves edged higher in August, against the backdrop of a weaker dollar and a surging trade surplus. The People’s Bank of China data released Monday showed the reserves incre
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Societe Generale Warns: 5.5% Yields Would Spell Trouble for Equities
Alain Bokobza, head of global asset allocation at Societe Generale, told Bloomberg Television that if bond yields reach 5.5%, it would have a negative impact on the stock market.
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Krafton Chair Chang Byung-Gyu met Indian Prime Minister Modi to discuss cooperation in gaming, technology, and digital entertainment, with India investment reaching $500M.
Krafton Chair Chang Byung-Gyu met Indian Prime Minister Narendra Modi in New Delhi on Friday to discuss cooperation in gaming, technology and digital entertainment. The two sides explored ways to expa
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If the Fed Hikes Interest Rates This Month, History Suggests Healthcare ETFs Like XLV Could Be a Smart Buy
Yahoo Finance reports that with a 59.4% implied chance of a rate hike at the Federal Reserve's September 16 meeting, and new Federal Reserve Chair Kevin Warsh keen to curb rising Core PCE inflation, i
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Block (XYZ) Q2 earnings exceeded expectations, driven by strong Cash App revenue growth and the first-time opening of Cash App Score to external lenders.
Block Inc. (NYSE:XYZ) reported stronger-than-expected second-quarter results, driven by robust performance from its Cash App business. The company reported a gross profit of $3.17 billion, adjusted op
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HPE announced a multi-year collaboration with Oracle for potential deployment of Juniper networking equipment in Oracle Cloud Infrastructure AI data centers, also issuing warrants to Oracle.
Hewlett Packard Enterprise (HPE) stated on September 2 that Oracle may deploy its Juniper networking equipment, including PTX and MX routing plus QFX and EX switching, across Oracle Cloud Infrastructu
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Yahoo Finance Analysis: NVIDIA's gains lag as AMD and Intel shares rise 4.7% and 4.5% respectively on September 4th. Analysts suggest AI investments may be expanding beyond NVIDIA.
Yahoo Finance analysis points out that on September 4, AMD's stock price rose by 4.7%, Intel's by 4.5%, while NVIDIA only increased by 0.8%. This single-day performance difference may indicate that in
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Sharon AI signs five-year agreement with Rafay Systems to orchestrate up to 150,000 GPUs
Australian neocloud Sharon AI, a Nasdaq-listed company, has signed a five-year agreement with Rafay Systems to use its platform as a centralized orchestration layer across its AI Factory environments.
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Yahoo Finance: S&P 500 CAPE Ratio Above 40 for Three Consecutive Months, a Signal Preceding Dot-Com Bust
According to Yahoo Finance, the S&P 500's cyclically adjusted price-to-earnings (CAPE) ratio has remained above 40 for three consecutive months, a level previously seen only before the 2000 tech bubbl
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Chinese firms' green-tech expansion into emerging markets hinges on Hong Kong, senior bankers say
Senior banking executives, including those from Bank of China (Hong Kong) and DBS, believe Hong Kong is poised to play a larger role in financing Chinese green-technology companies' expansion into eme
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Iran to Raise Gasoline Prices Due to U.S. War-Induced Shortages and Unsustainable Subsidies
The Financial Times reported that Iranian authorities warned they would raise gasoline prices, despite the country having some of the lowest fuel prices globally, due to shortages caused by the war in
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Saudi Arabia, UAE Push Ahead With Data Center Plans
Saudi Arabia, UAE Push Ahead With Data Center Plans
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JPMorgan Chase strategist Matejka says investors should buy stocks on dips given the strong corporate earnings outlook.
JPMorgan Chase strategist Matejka stated that despite rising global bond yields and inflation concerns, the stock market rally will continue given strong corporate earnings prospects, and investors sh
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CoinDesk Analysis: Friday's Jobs Report Did Not Substantially Increase the Probability of a Federal Reserve Rate Hike, Market Reaction May Be Overdone
CoinDesk analysis indicates that despite increased market discussion about a potential Federal Reserve rate hike later this month following Friday's strong jobs report, the market's implied probabilit
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HKMA: Official foreign exchange reserve assets stood at US$442.9 billion at the end of August, down from the end of July.
The Hong Kong Monetary Authority (HKMA) announced on September 7 that Hong Kong's official foreign exchange reserves amounted to US$442.9 billion at the end of August 2026, down from US$447.9 billion
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U.S. August non-farm payrolls tripled expectations, raising the probability of a September rate hike to 58%; Bitcoin held steady at $79,000, and Zcash surged 45% in a week.
U.S. August non-farm payroll data tripled market expectations, pushing the market's anticipation of a Federal Reserve rate hike in September to 58%. This led to a sell-off in U.S. stocks, but the cryp
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Mitsui to launch global credit rating service covering tens of millions of overseas firms to help Japanese clients assess risks
Mitsui to launch global credit rating service covering tens of millions of overseas firms to help Japanese clients assess risks
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The White House issued a strong criticism of socialism, stating that its agenda could cost $49 trillion over a decade, with each American household bearing $400,000.
The White House released an article sharply criticizing socialism as a "dangerous and deadly ideology," stating that the agenda of American democratic socialists and the radical left—including Medicar
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Yemeni Government Says Houthi Attack on Aden Presidential Palace Is Latest Escalation Against Saudi Arabia and Its Yemeni-Backed Forces
Yemen's government stated that Houthi rebels attacked the presidential palace of the internationally recognized government in the country's south. This attack marks an escalation in the latest round o
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Palmer Luckey's Erebor Hires HSBC Executive Gary Stein to Lead Emerging Markets
Erebor, a company owned by Palmer Luckey, is expanding its emerging markets business by hiring HSBC's Gary Stein, according to people familiar with the matter. Stein previously served as Managing Dire
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Saudi Diplomat Accuses Iran of 'Encouraging' Houthi Escalation
Saudi Deputy Foreign Minister for Public Diplomacy Rayed Krimly accused Iran of "encouraging" recent Houthi escalation, stating that Iran continues to "arm, train and support the Houthi militia in vio
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Historian Joseph Moore: 'Classic' money advice is often new and not always effective
Historian Joseph Moore, author of "How to Get Rich in American History," argues that many seemingly "classic" financial principles, including advice on housing, investing, and budgeting, are relativel
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Wu Blockchain data shows that in September, the total traffic of major crypto exchanges increased by over 11% month-on-month, with Binance ranking first.
Wu Blockchain data shows that in September 2026, the total website traffic of 12 major crypto exchanges increased by 11.41% month-on-month, reaching 150.73 million visits. Among them, 9 exchanges reco
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Nikkei Asia: Russia and North Korea Establish Enduring Military-Economic Ties Aimed at Outlasting Ukraine War
Nikkei Asia reports that Russia and North Korea are establishing a lasting military and economic relationship, aiming to extend beyond the war in Ukraine. Late last month, Russia's new ambassador to N
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Slovakia Connects New Nuclear Reactor, Boosting Power Exports in Central Europe
Slovakia connected a new nuclear reactor to its electricity grid, cementing the country’s position as a power exporter in Central Europe.
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Al Jazeera: Houthi attack on presidential palace in Aden, Yemen, kills 5 and injures 16.
Al Jazeera: Houthi attack on presidential palace in Aden, Yemen, kills 5 and injures 16.
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Anthropic grants METR researchers employee-level access to independently evaluate its AI models and safety practices.
AI model maker Anthropic announced it will grant six researchers from the nonprofit METR employee-level access to independently evaluate its AI models, safety practices, and risk management. Anthropic
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Saudi diplomat says Houthis rejected meeting with Saudis in Oman
Saudi Deputy Foreign Minister Rayed Krimly stated that the Houthi group rejected a meeting with Saudi Arabia in Oman. Saudi Arabia sought this meeting to resolve differences and end the escalation of
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Saylor reposts Bitcoin Policy research: AI models choose Bitcoin in 70.8% of savings questions and stablecoins in 73.5% of payment questions.
Saylor reposts Bitcoin Policy research: AI models choose Bitcoin in 70.8% of savings questions and stablecoins in 73.5% of payment questions.
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Lebanese President Aoun asks US Senator Rubio to press Israel on southern Lebanon aggressions
Lebanese President Joseph Aoun has asked US Senator Marco Rubio to pressure Israel to halt attacks in southern Lebanon, including ceasing bulldozing operations to allow local farmers to access their f
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Three Canadian Soldiers Among Seven Suspects Charged in Toronto Crypto Kidnapping
Three Canadian Armed Forces soldiers are among seven suspects facing a total of 82 criminal charges in connection with a violent cryptocurrency-related kidnapping in Toronto. On July 25, a cryptocurre
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Ethiopian Army expands control in Tigray region, Eritrea denies troop losses, US calls for de-escalation.
Ethiopian forces and their allies said they have expanded control over the Tigray region and entered the historic city of Axum. The pro-government militia "Tigray Peace Force" claimed on Thursday that
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Saudi Aramco CEO says company has strengthened its ability to respond to attacks and is considering alternative shipping routes.
Saudi Aramco CEO Amin Nasser stated that the company has enhanced its ability to simultaneously respond to multiple attacks, with a response speed six times faster than the industry average. Nasser sa
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Yoshinoya Japan has strengthened its firewall to block overseas access to its computer systems following a data breach.
Yoshinoya Holdings, a Japanese restaurant operator, has blocked overseas access to its computer systems and is reviewing cybersecurity procedures in response to a growing number of data breaches in Ja
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Chainalysis Report: US Hoards Bitcoin While Exporting Digital Dollars Globally
A new Chainalysis report reveals that the U.S. became a net importer of Bitcoin in 2026 for the first time since 2022, indicating a strong accumulation trend. Simultaneously, the U.S. is exporting dol
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Argentina Pauses Local Dollar Bond Sales Following Surge in Borrowing Costs, Complicating Billions in Debt Payments Next Year
Argentina Pauses Local Dollar Bond Sales Following Surge in Borrowing Costs, Complicating Billions in Debt Payments Next Year
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UN development chief warns emerging markets face 800 million job shortfall over next decade
United Nations Development Programme Administrator Alexander De Croo stated on Thursday that developing countries are projected to face a shortfall of 800 million jobs over the next decade. He added t
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BlackRock CEO Larry Fink Warns AI Data Center Halt Could Tip US Into Recession
BlackRock CEO Larry Fink stated on Wednesday, following the company's Q3 earnings, that AI infrastructure spending has become so crucial to economic growth that any halt in data center construction co
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Meta releases 816 billion-parameter open-weight model Muse Spark Open, partners with Apple.
On Thursday ET, Meta released Muse Spark Open, which it claims is "the most capable open-weight model in the US to date." The model boasts 816 billion parameters, supports a 1 million token context wi
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Analysts suggest combining strategies to manage S&P 500 tech stock concentration risk amid equal-weight underperformance
CNBC reports that with the equal-weight S&P 500 strategy underperforming in 2026 and tech stocks appearing shaky, analysts are offering advice on managing S&P 500 risk. Todd Rosenbluth, head of resear
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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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SK Hynix plunged over 8% on Thursday, impacted by concerns over Federal Reserve interest rate hikes and AI investment funding.
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US says it destroyed a vessel suspected of Iranian command and control in the Gulf of Oman, accusing it of spying on the US Navy.
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Gudea raises $7 million in seed funding, bringing total funding to $15 million, to leverage AI for social media crisis prevention.
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Binance founder CZ retweeted, stating it's amazing that Solana can advertise and set up offices in China, while BNB Chain currently cannot.
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India's Jio Platforms has lowered its valuation to approximately $108 billion ahead of its IPO next week, planning to raise $3.2 billion.
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Prominent analyst Jason Schenker predicts: The Federal Reserve will hold steady in October, and may raise interest rates by 50 basis points in December.
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The Nikkei 225 index fell 3.13% today, now at 65,626.07.
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South Korea's KOSPI index fell 5.11% today, now at 5,701.75.
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South Korea's KOSPI index fell 6.03% today, now at 5,646.66.
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Australian Unemployment Rate Rose to 4.7% in September on Job Losses, Exceeding Expectations
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