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Macro
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Pivotal Research Group analysts initiate coverage of SpaceX with a "Buy" rating and a $220 price target, citing Starship reusability as key.
Pivotal Research Group analyst Jeffrey Wlodarczak stated in a Tuesday report that SpaceX's ability to achieve high valuations hinges almost entirely on the reusability of its Starship, specifically it
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OPEC's crude oil output declined in August, ending a two-month recovery, as conflict threatened Saudi export routes, a Bloomberg survey showed.
OPEC's crude oil output declined in August, ending a two-month recovery, as conflict threatened Saudi export routes, a Bloomberg survey showed.
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Saudi and Russian Foreign Ministers discuss political cooperation, Houthi attacks on Saudi Arabia, and regional confrontation at Moscow press conference
The discussion at the joint press conference covered key topics including political cooperation with Russia, Houthi attacks on Saudi Arabia, and the confrontation involving Washington, Tel Aviv, Tehra
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Senegal to Negotiate Debt Reprofiling with Creditors to Make Loans Sustainable for IMF Program
Senegal will seek to negotiate a debt reprofiling instead of a restructuring in talks with creditors as the West African nation moves to make its loans sustainable to qualify for an International Mone
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Analysts Question Salesforce's Q2 EPS Beat, Citing One-Time Investment Gains and Modest FY27 Cash Flow Growth Guidance
Salesforce (NYSE:CRM) reported fiscal second-quarter results on August 26, 2026, with non-GAAP earnings per share (EPS) of $5.90, an 80.36% surprise against consensus. However, analysts note that $2.5
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JPMorgan Chase: We do not recommend simply shorting the US dollar. A better option is to go long on the US dollar and short low-yielding currencies such as the Swedish Krona, New Zealand Dollar, and Canadian Dollar.
JPMorgan Chase's latest analysis indicates that the U.S. dollar offers strong real yield protection in a global inflationary environment, with the U.S. real policy rate close to 2%. The dollar's yield
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OPEC+ has paused its production increase, but its control over oil prices is weakening due to disruptions in the Strait of Hormuz and member withdrawals. Diesel prices have hit a new all-time high.
OPEC+ held a virtual meeting on Sunday, September 6, deciding to keep oil production targets for October at the same level as September, ending six consecutive months of increases. However, analysis i
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Bank of America Data: 15-Year-Plus US Treasuries Post -2% Annualized Returns Over Past Decade, Worst Since 1936; Analysts Eye Generational Buying Opportunity
Bank of America data shows 15-year-plus US Treasuries recorded roughly -2% annualized returns over the past 10 years, marking their worst performance since 1936. Over the same period, US stocks return
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U.S. Defense Official: We Must Be Prepared for a Protracted Conflict in Ukraine
U.S. Defense Official: We Must Be Prepared for a Protracted Conflict in Ukraine
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Sandoz CEO Warns: Donald Trump's Threat of 100%-200% Tariffs on Imported Generic Drugs Will Ultimately Be Borne by US Patients
Richard Saynor, CEO of Swiss pharmaceutical company Sandoz, stated in an interview with CNBC that no company would systematically continue to supply products at significant losses, thus manufacturers
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Oracle (ORCL) rose 5% to $167.15 today after Morgan Stanley raised its price target, while CoreWeave (CRWV) gained 3% to $92.20.
Morgan Stanley raised its price target for Oracle, reigniting market enthusiasm for GPU cloud peers and validating expectations for AI infrastructure spending, boosting confidence in Oracle's cloud bu
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Artisan Mid Cap Fund increased its stake in Comfort Systems USA (FIX) in the second quarter due to accelerating data center demand.
Investment management firm Artisan Partners stated in its Q2 2026 investor letter, disclosed today, that it has increased its stake in the U.S.-listed company Comfort Systems USA, Inc. (NYSE:FIX). The
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Yahoo Finance analysis suggests investors should 'stay the course' as S&P 500 sets record highs, citing historical average 12.7% gain in year after new peaks
The analysis notes that despite headwinds such as the war in Iran, high Treasury yields, and inflation, the S&P 500 continues to climb. Historical data, going back to 1950, shows an average gain of 12
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U.S. Takes Minority Stakes in D-Wave, Rigetti, Quantinuum with $300 Million CHIPS Act Funding
The U.S. government is acquiring minority equity stakes in quantum computing companies D-Wave Quantum, Rigetti Computing, and Quantinuum through a combined $300 million CHIPS Act funding deal. This in
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LME copper prices surged past $14,700 per ton on Tuesday, reaching a new intraday high. This was driven by an unresolved U.S. review of refined copper tariffs, which has diverted over a million tons of copper to the United States.
London Metal Exchange (LME) copper prices surpassed $14,700 per ton during Tuesday's trading, setting a new historical record. This rally is primarily driven by a regional mismatch in global copper in
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Amazon partners with AT&T to challenge SpaceX's satellite dominance, with AT&T being the first to use Amazon's Leo satellite technology.
Amazon and AT&T announced a new partnership, with AT&T becoming the first wireless company to utilize technology from Amazon's Project Kuiper satellite division, a move aimed at challenging SpaceX's m
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**UNCTAD Warns: Disruption in Strait of Hormuz Hitting SMEs Hardest, Threatening to Expel Them from Global Supply Chains**
The United Nations Conference on Trade and Development (UNCTAD) stated on Tuesday that ongoing disruptions in the Strait of Hormuz could lead to small and medium-sized enterprises (SMEs) being squeeze
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Twist Bioscience (TWST) shares rose after Artisan Mid Cap Fund cited the company's growth in DNA demand driven by AI and pharmaceuticals.
Twist Bioscience (TWST) shares rose after Artisan Mid Cap Fund named it a significant contributor in its Q2 investor letter, noting the company benefits from the growing demand for DNA synthesis and d
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Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue u
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Artisan Mid Cap Fund exited its position in Roblox (RBLX) due to significant booking guidance cuts and weak user trends, with RBLX shares down 66.29% over the past 52 weeks.
In its Q2 2026 investor letter, Artisan Mid Cap Fund stated that Roblox Corporation (NYSE:RBLX) shares declined sharply following a meaningful reduction in bookings guidance, driven by weaker top-of-f
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Advanced Micro Devices (AMD) and Marvell Technology (MRVL) continue to grow revenue, with both reporting approximately 17% operating margin in their latest quarters.
The article highlights that both companies are benefiting from the high demand in the AI sector, driven by hyperscalers like Amazon, Microsoft, Alphabet, and Meta Platforms. Investors are advised to m
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Billionaire David Tepper's Appaloosa bought two AI stocks, SpaceX and CoreWeave, in Q2, with Wall Street anticipating potential gains of over 50%.
According to Yahoo Finance, billionaire David Tepper, founder and president of Appaloosa Management, increased his holdings in two artificial intelligence (AI) stocks, Space Exploration Technologies (
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Qatar's Foreign Ministry: Reopening Strait of Hormuz 'Unconditionally' Is a Top Priority, Diplomatic Efforts Underway Including Talks with China
Qatar's Foreign Ministry spokesperson Ibrahim Al Hashmi stated on Tuesday that Doha is working towards diplomatic solutions to end the US-Iran war, emphasizing that “new ideas are being discussed” wit
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Iran's state media, citing army, says a U.S. drone was downed over Bandar Abbas; no U.S. confirmation
Iran's state media, citing army, says a U.S. drone was downed over Bandar Abbas; no U.S. confirmation
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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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India may need to hike interest rates and cut taxes to boost the rupee, analysts say.
Analysts note that the Reserve Bank of India has mounted its strongest defense of the rupee in over a decade, and state that its actions are not yet complete. To further support the rupee, India may n
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Ricursive Intelligence is developing AI-designed chips to tackle the compute crisis
Ricursive Intelligence, a startup founded by Anna Goldie and Azalia Mirhoseini, is developing AI that can design chips, learn from each iteration, and improve subsequent designs. The founders stated a
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Japan’s Katayama Renews Warnings on Yen After US CPI Heats Up
Japan’s Katayama Renews Warnings on Yen After US CPI Heats Up
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Li Ka-shing's business group expands oil interests with deal for Canadian oil producer, seen by analysts as buffer against geopolitical risks
The move by the Hong Kong billionaire's group, which includes a deal for Canadian oil producer MEG Energy, runs counter to the global pivot to clean energy. Analysts view this as a strategy to secure
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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.
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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Japan's Nikkei plunges 3.5% amid Fed rate hike fears, led by AI stocks
Japanese stocks tumbled after hotter-than-expected U.S. inflation fueled expectations of higher interest rates. The Nikkei fell 3.5%, with AI stocks experiencing sharp losses: SoftBank dropped 7.9%, A
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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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Morocco's phosphate giant OCP SA seeks foreign investors as war-induced supply disruptions hit profits
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Hex founder Richard Heart arrested in Istanbul on Interpol Red Notice.
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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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BofA Securities expects Credo Technology (CRDO)'s optical business to exceed $600 million in total scale by FY27, with its FY28 6.4T scale-up NPO products seeing increased volume. The market may be underestimating its scale-up optical opportunities.
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GlobalFoundries plans two new chip fabs with up to $21 billion funding
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Binance Will Add 4 bStocks Tokenized Securities as Collateral Asset
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JPMorgan and Other Major Banks Cut Off MAGA Sellers and Democrat Groups
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L2 Capital to Tokenize $500M Pre-IPO AI Shares with Newton
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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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