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Macro
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"Dr. Doom" Nouriel Roubini: The AI investment boom is not a bubble, but beware of four major macro risks: the Strait of Hormuz blockade, escalating war with Iran, rising bond yields, and a market correction.
Nouriel Roubini, the renowned economist and "Dr. Doom," stated in a Bloomberg interview this week that the AI-driven investment boom is far from over. His optimism is rooted in the massive investments
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The U.S. has requested South Korea to submit investment projects exceeding $350 billion, surpassing the previously agreed-upon limit. South Korea is now seeking to reduce the agreement amount back to the original ceiling.
According to Yonhap News, the United States has demanded investment exceeding the $350 billion cap stipulated in last year's bilateral trade agreement during trade negotiations with South Korea. South
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Xi Jinping Urges UK to Protect Legitimate Rights of Chinese Investors in First Call with PM Burnham
Chinese President Xi Jinping urged the UK to protect the legitimate rights and interests of Chinese investors and stated that the common interests of the two countries outweigh their differences, duri
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Japanese media: The Bank of Japan (BOJ) plans to raise interest rates by 25 basis points to 1.25% next week, and is considering accelerating the pace of rate hikes to "once per quarter."
According to Kyodo News and Reuters, the Bank of Japan (BOJ) plans to raise its policy interest rate by 25 basis points from approximately 1.0% to around 1.25% at its monetary policy meeting on Septem
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SemiAnalysis Report: Google TPUv7 Ironwood Leads NVIDIA B200 by Up to 50% in AI Inference Performance per Dollar
SemiAnalysis, a semiconductor research firm, has released its first third-party inference test results for Google's TPUv7 Ironwood. The report indicates that, under comparable conditions, Ironwood lea
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Al Jazeera Analysis: BRICS Summit Could Be the Only Venue for an Iran Ceasefire
Al Jazeera analysis suggests that the BRICS summit, to be held in New Delhi on September 12, with Iranian President Masoud Pezeshkian in attendance, could be the only venue for achieving a ceasefire i
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Solana ETF Inflows Plummet 96%, From $153.87 Million to $6.18 Million
Solana ETF inflows plummeted by 96% in the week ending September 4, dropping from $153.87 million in the week ending August 28 to $6.18 million. Despite this, the week still recorded net inflows, and
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U.S. Social Security COLA Projected to Rise 3.6% in 2027, Largest Increase in Three Years
The Senior Citizens League estimates that the US Social Security Cost-of-Living Adjustment (COLA) for 2027 is projected to increase by 3.6%, which would be the largest annual adjustment since 2023. If
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AMD's new Ryzen AI Halo workstation runs 300-billion-parameter models locally on 192GB of unified memory, no cloud required.
AMD's new Ryzen AI Halo workstation runs 300-billion-parameter models locally on 192GB of unified memory, no cloud required.
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Deutsche Bank: Global Bond Sell-off Is Not "Fiscal Doom," But the End of a Decade of "Financial Repression"
Jim Reid, Head of Global Macro Research at Deutsche Bank, wrote that the current sustained rise in global bond yields is less a harbinger of "fiscal doom" and more a continuation of the normalization
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Quantum Computing Company IonQ to Host Investor Day on Tuesday, With SkyWater Deal in Focus
Quantum Computing Company IonQ to Host Investor Day on Tuesday, With SkyWater Deal in Focus
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South Korea's science ministry plans to invest $3.49 billion to develop a homegrown AI model
The investment of 4.7 trillion won (approximately $3.49 billion) aims to create an AI model on par with global frontier models. Officials stated the ministry plans to form an independent fund for this
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Nokia's Q2 revenue exceeded expectations by 14%, with its AI business doubling, leading analysts to believe its operational transformation is genuinely effective.
Nokia (NYSE: NOK) reported Q2 2026 revenue that exceeded expectations by 14%, with AI and cloud business revenue doubling. This marks the third consecutive quarter of better-than-expected results, lea
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Morgan Stanley: Tech Giants' AI ROI Up to 46%, Capex Growth Expected to Peak in 2027
Morgan Stanley analysis indicates that tech giants are seeing substantial returns on investment in AI, with model companies leveraging their own computing power to provide API services achieving the h
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Report: Blackstone is exploring the acquisition of a stake in Indian non-banking financial company IIFL Finance, with Fairfax considering selling its entire holding.
Report: Blackstone is exploring the acquisition of a stake in Indian non-banking financial company IIFL Finance, with Fairfax considering selling its entire holding.
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Hong Kong University launches wealth management academy to boost city’s role as hub for 'new money'
Hong Kong’s first university-led Wealth Management Academy, established by The University of Hong Kong Business School, was launched on Tuesday. It aims to bring together policymakers, financial insti
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Israeli forces kill Palestinian man and withhold his body near Nablus amid West Bank raids
Israeli forces shot and killed a 29-year-old Palestinian man, Abdul Karim Muhammad Salem Khader, in the town of Aqraba, south of Nablus, on Tuesday, and subsequently withheld his body. The incident oc
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CNBC Analyst Santoli: A Key Tech ETF May Signal Whether This Bull Market Can Continue
CNBC analyst Mike Santoli noted that the S&P 500 index remains on an upward path, institutional investors are fully invested, but market expectations for a rate hike at the Federal Reserve's next meet
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The Kobeissi Letter strategists noted that the S&P 500's 200-day moving average has risen for 329 consecutive trading days, marking the fourth strongest streak in the past decade, and historical data suggests the bull market is far from over.
Historically, when the 200-day moving average was rising, the S&P 500 index delivered an average annualized return of 8.5% since 1999, the report stated.
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Point72 Plans to Expand Japan Team and Increase Investment Allocation
Point72 Asset Management plans to expand its Japan team and increase its investment allocation to the country in the coming years, aiming to capitalize on investment opportunities arising from Japan's
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Anthropic has ended potential acquisition talks with frontier AI lab Decart AI, a deal that was valued at approximately $6 billion.
Anthropic, the developer of the Claude chatbot, has decided not to proceed with the acquisition of frontier AI lab Decart AI, a potential deal valued at approximately $6 billion, according to sources
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Oracle's stock continues to trade 34% below Wall Street's consensus target of $242.05, despite its $638 billion contracted backlog and 93% Cloud Infrastructure revenue growth.
Oracle's shares closed at $158.78 on the most recent Friday. The company, a major AI infrastructure builder, saw its Cloud Infrastructure revenue grow 93% in Q4 fiscal 2026, with Remaining Performance
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Schroders and ttb wealth securities to build HNW offering in Thailand
Schroders has teamed up with ttb wealth securities, a subsidiary of TMBThanachart Bank (ttb bank), to create a wealth and investment management proposition aimed at high-net-worth and ultra-high-net-w
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Brent crude oil approaches $100/barrel, sparking inflation concerns and dragging down global equities, after Saudi Arabia suspended some energy operations due to attacks.
Brent crude oil prices are nearing $100 per barrel, intensifying inflation concerns and leading to volatility in US stock futures and a decline in global equities. This follows Saudi Arabia's suspensi
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Ethereum co-founder Vitalik Buterin: The zkEVM speed war has been won, focus should shift to security
Ethereum co-founder Vitalik Buterin congratulated the zkSync Airbender team on their milestone progress, stating that the speed war for zkEVM (zero-knowledge Ethereum Virtual Machine) has been decisiv
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Analysts: Anthropic Q3 Results May Aid IPO but Unlikely to Dispel Doubts Over Global AI Trade
Analysts: Anthropic Q3 Results May Aid IPO but Unlikely to Dispel Doubts Over Global AI Trade
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Musk reposted an interview clip from earlier where he discussed Tesla and Mars, commenting "5000 years ago."
Musk reposted an interview clip from earlier where he discussed Tesla and Mars, commenting "5000 years ago."
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South Korea's five microsatellites successfully captured and transmitted their first images within a day of launch.
South Korea's space agency announced on Thursday that a constellation of five "National Security New Space Earth Observation Satellite Constellation" (NEONSAT) microsatellites successfully captured an
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CFTC has changed US event-contract rules, including a proposed swap definition and an adopted casino-wager exclusion, but issues like court split over state gambling laws remain unresolved.
CFTC has changed US event-contract rules, including a proposed swap definition and an adopted casino-wager exclusion, but issues like court split over state gambling laws remain unresolved.
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HSBC launches Portfolio+ discretionary portfolio management service for Hong Kong retail investors
HSBC has launched a discretionary portfolio management service, named Portfolio+, for its retail banking customers in Hong Kong. The service allows investments via mobile apps with a minimum lump sum
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Musk retweeted a post stating that China will produce a large amount of RAM in 2028.
Musk retweeted a post stating that China will produce a large amount of RAM in 2028.
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Goldman Sachs warns the AI industry faces a funding bottleneck, with cloud giants potentially needing to issue $400 billion in debt next year.
Goldman Sachs' latest estimates, as reported by Wall Street News, indicate that hyperscale cloud giants' capital expenditure will reach $1.2 trillion by 2027, while operating cash flow for the same pe
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Goldman Sachs: U.S. Equity Market Sentiment Is Depressed, But Three Major Buying Forces Are Set to Return
Goldman Sachs' flow team noted in their latest report, "Witching Hour," that despite the subdued market sentiment, the technicals for US equities are shifting. Corporate buyback windows are set to reo
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Taihan Cable secures $89M US power cable deal amid AI data center boom
South Korea's Taihan Cable & Solution announced Thursday it has secured a high-voltage power grid project in the US, signing a 120 billion won ($89 million) cable supply contract. The deal comes as el
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White House commemorates Eisenhower's 136th birthday, states current administration is advancing his ideals of economic prosperity and rebuilding military
The White House issued a message marking the 136th birthday of President Dwight D. Eisenhower, praising him as a visionary leader and statesman. The current administration stated it is proudly advanci
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UBS: A-share tech sector's "crowding" has significantly eased, market downside risk is limited.
UBS strategists led by Lei Meng noted in an October 14 report that China's A-share technology sector has undergone a rapid correction since late September. The overweight ratio of public funds in the
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Reserve Bank of New Zealand Chief Economist Paul Conway stated that the interest rate decision in late October is "completely open," despite accumulating inflationary pressures.
Reserve Bank of New Zealand Chief Economist Paul Conway stated that the interest rate decision in late October is "completely open," despite accumulating inflationary pressures.
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Elon Musk Retweets Starlink Rescue of Nine Fishermen in Alaska
Elon Musk retweeted a post highlighting how Starlink helped rescue nine fishermen from a flooding boat in Alaska. The United States Coast Guard confirmed all nine people aboard the Arctic Sea were sav
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Musk retweeted a post, confirming he provided Starlink services to Ukraine at the beginning of the Russia-Ukraine conflict.
Musk retweeted NataliaSpace11's post with the comment "True." The tweet highlighted that Musk activated Starlink services for Ukraine within hours of the Russia-Ukraine conflict breaking out on Februa
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JPMorgan Chase Report: Current Tech Stock Rebound Has Fragile Foundations, Retail Investors Not Buying the Dip and Short Squeeze Ammunition Depleted
JPMorgan Chase's latest research report indicates that the current downturn in AI infrastructure stocks is significantly worse than the adjustment seen last July. The report suggests that the lack of
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Korean semiconductor expert: Expanding chip capacity could help regain market share from China
A leading Korean semiconductor expert argues that expanding memory chip capacity could give the industry's dominant players, such as Samsung Electronics and SK hynix, greater flexibility to respond to
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A Swiss banking giant considers moving out of Switzerland
A major Swiss banking group is exploring options to relocate its operations outside of Switzerland, including potential deals with U.S. partners. This comes as the bank is publicly clashing with Swiss
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Wu Blockchain: BingX EU obtains Austrian CASP license, will provide services in 29 EEA countries
Wu Blockchain: BingX EU (MEGE zweite GmbH) announced it has obtained a Crypto-Asset Service Provider (CASP) license from the Austrian Financial Market Authority (FMA) under the Markets in Crypto-Asset
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7-Eleven's India exit casts shadow over Lawson's expansion plans
7-Eleven's departure from India, despite being backed by Reliance, highlights the fierce competition in the urban market from quick-delivery services. This raises questions about the prospects for new
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Brazil's Senate Approves Bill to Shorten Workweek Without Reducing Pay
Brazil's Senate has approved legislation to shorten the workweek without reducing pay. The move comes days ahead of an election where President Luiz Inácio Lula da Silva is trailing, potentially offer
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Comoros-flagged oil tanker Yara J catches fire in Romania's territorial waters, crew evacuated; authorities investigate potential drone involvement amid rising Black Sea attacks
Romanian authorities reported that the Comoros-flagged chemical and oil tanker Yara J, anchored in its territorial waters, caught fire and its crew was evacuated. Romanian Defence Minister Radu Miruta
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Anthropic's Q3 Revenue Reaches $16.8 Billion, Sharp Deceleration in Growth Raises Market Concerns
AI unicorn Anthropic reported Q3 revenue of $16.8 billion, a nearly 50% quarter-over-quarter increase, and achieved "adjusted profitability" and positive cash flow, the Financial Times reported on Thu
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U.S. inflation reignites rate hike expectations, causing Asian stock markets to plummet across the board on Thursday. South Korea's KOSPI index fell over 6%, triggering circuit breakers, while the Nikkei 225 index dropped over 3%.
Global tech stocks were hit by an unexpected rise in US September CPI data, coupled with concerns over an AI valuation bubble. On Thursday, Asia-Pacific markets opened broadly lower, with South Korea'
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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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Hex founder Richard Heart arrested in Istanbul on Interpol Red Notice.
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Morocco's phosphate giant OCP SA seeks foreign investors as war-induced supply disruptions hit profits
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China's A-share gaming sector surged on October 14, with FunPlus hitting a 20% daily limit. This was driven by an elevated policy positioning, stabilizing game license approvals, and the accelerating implementation of AI-driven cost reductions.
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GlobalFoundries plans two new chip fabs with up to $21 billion funding
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JPMorgan and Other Major Banks Cut Off MAGA Sellers and Democrat Groups
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The S&P 500 Banks Index fell to its lowest level in over four months, down 1.3% on the day.
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AI app ArtCraft launches free alternatives to Adobe and Microsoft software, challenging Big Tech's economic model
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L2 Capital to Tokenize $500M Pre-IPO AI Shares with Newton
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The DXY is up 0.7% intraday, currently at 102.898.
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AI infrastructure companies Corweave fell 14.9% and Nebius fell 9.7%, making them the biggest decliners in the Nasdaq 100 index.
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