Macro
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China Ships Out First Sulfuric Acid Cargo Since Halt on Exports
China has allowed its first outbound shipment of sulfuric acid since May, offering some relief to copper producers squeezed by a global shortage after the Iran war choked off Middle East supplies.
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US Treasury Secretary Scott Bessent will announce the amount of long-term debt buybacks this week to stabilize government bond yields.
U.S. Treasury Secretary Scott Bessent will announce the specific amount of long-term government debt buybacks this week, a move aimed at stabilizing government bond yields. This comes after crude oil
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Musk retweeted European Commission President Ursula von der Leyen's post, announcing the immediate launch of satellite connectivity cooperation, which will significantly improve internet access in Greenland.
European Commission President Ursula von der Leyen stated that the new cooperation will take effect immediately, with significantly improved internet access in North Greenland in the coming days, and
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ZKsync developer Matter Labs open-sources Prividium permissioning engine; Bundesbank tests DLT platform
ZKsync developer Matter Labs has open-sourced the permissioning engine of Prividium, its distributed ledger technology (DLT) platform for financial institutions. The Deutsche Bundesbank is testing the
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ECB's Elderson: European Banks' Profitability Catches Up With US Peers, But Fragmentation Limits Long-Term Competitiveness Amid €1.2 Trillion Annual Investment Need
ECB's Elderson: European Banks' Profitability Catches Up With US Peers, But Fragmentation Limits Long-Term Competitiveness Amid €1.2 Trillion Annual Investment Need
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Impax US Sustainable Economy Fund noted in its Q2 2026 investor letter that Applied Materials (AMAT) was a significant performance contributor, benefiting from a recovery in semiconductor capital expenditure and an upward revision in its full-year guidance.
Impax US Sustainable Economy Fund highlighted in its Q2 2026 investor letter that US GPU manufacturer Applied Materials (Nasdaq: AMAT) was a significant contributor to the fund's performance. The lett
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Adobe (ADBE) Declines as Investor Hopes for AI Monetization and Competitive Pressure Weigh on Sentiment
Impax US Sustainable Economy Fund stated in its Q2 2026 investor letter that Adobe's stock declined due to elevated investor expectations regarding the pace of monetization from its AI-integrated crea
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Iran's IRGC Navy Claims Capture of U.S. Unmanned Submarine Near Strait of Hormuz Entrance
Iran's Islamic Revolutionary Guard Corps (IRGC) Navy claims it captured a U.S. unmanned submarine near the entrance to the Strait of Hormuz. The IRGC stated the operation relied on intelligence and op
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Hungary orders 10 Russian diplomats to leave Budapest over "unacceptable" activities; Russia vows "harsh and painful" response
Hungarian Foreign Minister Anita Orbán stated that the decision was made to protect Hungary's security and sovereignty, marking a pivot away from the previous pro-Kremlin stance under the new governme
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Apex Group CEO Peter Hughes stated that regulated tokenization could revolutionize private credit, offering 24/7 access, secondary market liquidity, and the potential to end 7-10 year lock-up periods.
Apex Group CEO Peter Hughes stated that regulated tokenization could revolutionize private credit, offering 24/7 access, secondary market liquidity, and the potential to end 7-10 year lock-up periods.
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Bloomberg's Odd Lots podcast discusses how Mexican cartels use farm equipment for money laundering
On the Odd Lots podcast, journalist Oliver Bullough joined hosts Tracy Alloway and Joe Weisenthal to explore how Mexican cartels utilize heavy farm equipment to launder money, highlighting criminals'
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Micron Technology (MU) Surged in Q2 2026 as High-Bandwidth Memory Demand for AI Accelerated, Impax Fund Says
Impax US Sustainable Economy Fund highlighted Micron Technology as a material contributor to its Q2 2026 performance, noting the stock surged due to sharply accelerating demand for high-bandwidth memo
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U.S. Treasury Sanctions 27 Iranian Airlines and Other Entities, Warns of Global Financial System Cut-off
The U.S. Treasury Department on Tuesday sanctioned 27 Iranian airlines and a handful of other entities as part of its ongoing "Operation Economic Outcast" to isolate Iran's economy. Treasury Secretary
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Mexico's August light vehicle production fell 1.4%, while exports rose 1.3%
According to new data from INEGI, Mexico's light vehicle production in August totaled 344,940 units, a 1.4% decline year-over-year. Exports increased by 1.3% to 300,475 vehicles. General Motors was th
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"Big Short" Burry Avoids AI Stocks, Heavily Invests in Undervalued Equities
Michael Burry, founder of Scion Asset Management, has revealed his latest portfolio, showing a significant shift towards heavily weighting out-of-favor stocks rather than chasing AI giants. His larges
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IREN Surges 7% on Conditional ERCOT Status for 2GW Sweetwater Hub, Applied Digital Climbs 6%
IREN Limited (NASDAQ:IREN) shares surged 7% after its 2GW Sweetwater Hub in Texas received conditional inclusion as Base Load in the Electric Reliability Council of Texas (ERCOT) Batch Zero process, a
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The Motley Fool Analyst: Broadcom's AI Hardware Business Shows Strong Growth, Raising FY2027 AI Semiconductor Revenue Guidance to $115 Billion
The Motley Fool analyst Keithen Drury wrote that Broadcom is a smarter investment choice than Advanced Micro Devices (AMD) in the AI hardware sector. The analysis indicates that Broadcom's AI semicond
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U.K. Sells £4.25 Billion ($5.75 Billion) Long-Term Debt at Highest Yield Since 1998
U.K. Sells £4.25 Billion ($5.75 Billion) Long-Term Debt at Highest Yield Since 1998
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Kremlin: Putin Tells Trump Russia Has No Hostile Plans for Europe
Kremlin: Putin Tells Trump Russia Has No Hostile Plans for Europe
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US Investment-Grade Bond Market Sees Quietest Post-Labor Day Rush in Six Years Amid Fresh Volatility
US Investment-Grade Bond Market Sees Quietest Post-Labor Day Rush in Six Years Amid Fresh Volatility
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Stewart Asset Management: Lumentum Holdings Benefits from AI Infrastructure Spending, Small Investment Made
Stewart Asset Management stated in its Q2 2026 investor letter that it has made a small investment in Lumentum Holdings (Nasdaq: LITE), a leader in optical networking. The firm believes that AI infras
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Spanish agri-food giant Grupo Fuertes acquires Jamones Albarracín, officially entering the ham processing sector.
Spanish agri-food giant Grupo Fuertes announced on September 7 its acquisition of Jamones Albarracín, a Spanish ham processing company, marking its official entry into the ham processing sector. This
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Yahoo Finance: Musk's Trillionaire Status Vanishes, Unlikely to Recover This Year as Tesla Stock Falls 21% YTD
Yahoo Finance reports that Elon Musk's trillionaire status, which he briefly achieved in early June, has vanished and is unlikely to be recovered this year. According to the Bloomberg Billionaires Ind
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Banks Offer €2.8 Billion Debt Sale for Nestle Water Buyout
Banks Offer €2.8 Billion Debt Sale for Nestle Water Buyout
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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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Prominent analyst Jason Schenker predicts: The Federal Reserve will hold steady in October, and may raise interest rates by 50 basis points in December.
Jason Schenker, president of Prestige Economics, who was the first to predict the Federal Reserve's September rate hike, stated that the Fed lacks sufficient data to support another rate hike at its O
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Australian Unemployment Rate Rose to 4.7% in September on Job Losses, Exceeding Expectations
Australia's unemployment rate in September came in higher than expected at 4.7%, as the economy shed jobs. This indicates a loosening labor market, providing the Reserve Bank of Australia (RBA) scope
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SK Hynix plunged over 8% on Thursday, impacted by concerns over Federal Reserve interest rate hikes and AI investment funding.
Global technology hardware stocks faced a sell-off on Thursday, with Asian chipmakers following Wall Street's decline. Investors are increasingly concerned that rising borrowing costs could drag down
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Seoul stocks open sharply lower, KOSPI tumbles 5.8% and triggers sell-side sidecar amid AI and US inflation concerns
Seoul stocks opened sharply lower Thursday, as concerns over the sustainability of artificial intelligence and hotter-than-expected inflation in the United States dampened investor sentiment. After op
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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.
The United States announced it has destroyed an Iranian-affiliated vessel in the Gulf of Oman, accusing the ship of surveilling and targeting U.S. naval forces. The U.S. stated that all crew members h
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Nikkei Falls 2.9% on Renewed Fed Rate Hike Expectations
The Nikkei Stock Average fell 2.9%, tracking Wall Street’s overnight losses, after the U.S. inflation report revived expectations of another interest rate hike by the Federal Reserve.
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Chip Stocks Deepen Losses on Thursday Amid Concerns Over Rates and AI Debt
Chip Stocks Deepen Losses on Thursday Amid Concerns Over Rates and AI Debt
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Analyst: NVIDIA Faces Dilemma of Another CoreWeave Bailout After Stock Plunges Over 15% on Wednesday
Renowned financial analyst Quoth the Raven (QTR) stated in a ZeroHedge column that data center operator CoreWeave's stock price plummeted over 15% on Wednesday due to hotter-than-expected inflation da
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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.
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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Musk reposted Sam Sokolin's tweet, stating that Grok @bot now supports "plus aliases" functionality.
Musk reposted Sam Sokolin's tweet, stating that Grok @bot now supports "plus aliases," allowing users to send and receive emails using dedicated aliases or set up routines triggered only by emails sen
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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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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 S&P 500 Banks Index fell to its lowest level in over four months, down 1.3% on the day.
Markets Today
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