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Macro
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Aristotle Pacific's Jeff Klingelhofer sees mispricing in fixed income, positions funds long duration on Fed Chair Warsh's inflation stance
Aristotle Pacific, which manages approximately $16 billion in assets, employs a relative value bond strategy across fixed income sectors. Portfolio Manager Jeff Klingelhofer believes the market is und
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Yahoo Finance: Analysts Recommend Buying Pipeline Stock The Williams Companies in September, Not Occidental Petroleum
Yahoo Finance, citing analyst views, points out that despite Occidental Petroleum (OXY) shares rising nearly 50% this year, investors are advised to shift their focus to the more stable midstream pipe
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OpenAI CFO says enterprise business has been 'on a tear'
OpenAI CFO says enterprise business has been 'on a tear'
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NYU Mathematician Accuses OpenAI of "Fighting Dirty" on Million-Dollar Navier-Stokes Problem
NYU mathematics professor Tristan Buckmaster announced three proofs on Tuesday for one of the major unsolved problems in theoretical mathematics, the Navier-Stokes existence and smoothness problem, wh
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India's NSE Likely to Price IPO at 1,700-1,785 Rupees/Share, Below Earlier Range; May Cut Stake Offered to 5.5%
India's National Stock Exchange (NSE) is likely to price its long-awaited initial public offering at 1,700 rupees to 1,785 rupees a share, below an earlier marketed range of 2,000 rupees to 2,100 rupe
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Copper prices surged to an all-time high on Monday, with LME copper reaching $14,617 per ton and Comex copper futures trading at $6.85 per pound, driven by tight supply and tariff expectations.
Copper prices surged to a new all-time high on Monday (September 7), with London Metal Exchange (LME) copper hitting $14,617 per ton and Comex copper futures trading at $6.85 per pound. Market expecta
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Yahoo Finance analysis: Invesco S&P 500 Momentum ETF (SPMO) is predicted to outperform SPY through 2027, having gained 150% in the past three years and doubled SPY's year-to-date returns.
The analysis highlights SPMO's dynamic semi-annual rebalancing strategy, which selects the top 100 S&P 500 stocks by price performance, allowing it to adapt to market shifts and maintain resilience du
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Israeli Strikes Devastate Homes, Displace Families Across Gaza
Israeli strikes hit areas of southern and central Gaza, destroying homes in Khan Younis and sending thick smoke over Bureij camp. Gaza’s Health Ministry reports that Israeli attacks have killed at lea
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Data center stock Vertiv is up over 1000% in five years; Trader Mike Khouw sees more gains and recommends an options strategy
Vertiv, an Ohio-headquartered electrical power equipment manufacturer crucial for data centers, has seen its shares surge by 1043% over the past five years. CNBC contributor and trader Mike Khouw beli
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Moerus Capital Management LLC disclosed in its Q2 2026 investor letter that it had initiated a position in CNH Industrial (CNH), believing it to be undervalued.
Moerus Capital Management LLC, an investment management firm, stated in its latest Q2 2026 investor letter that it has initiated a position in CNH Industrial N.V. (NYSE:CNH), a U.S. agricultural and c
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The Motley Fool Analysis: TSMC's Gross Margin and Profit Margin Hit Company Highs, Stock Price Expected to Reach All-Time Highs
The Motley Fool noted that TSMC (TSM) recently achieved new company highs in both gross and net profit margins, thanks to its dominant position in global chip manufacturing and its pivotal role in the
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Enphase Energy shares rose 5% after its AI data center solid-state transformer modules began production in Texas; SolarEdge shares rose 6%.
Enphase Energy shares rose 5% and SolarEdge Technologies shares gained 6% after Enphase Energy announced that its IQ Solid State Transformer (SST) module had begun production in Texas for AI data cent
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Vietnam's FPT to acquire Nippon Seiki's Polish automotive software unit
Vietnamese IT services group FPT has agreed to take over the Polish design and development arm of Nippon Seiki Europe, establishing a new subsidiary in Gdańsk dedicated to automotive software. The acq
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Cramer says Nvidia and Broadcom are big winners from OpenAI's new model release
The two companies are benefiting in their own ways from the success of Astra, OpenAI's new model.
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Lockheed Martin (LMT) shares rose 2.5% intraday after UBS upgraded the stock to "buy" with a price target of $674.
UBS believes that Lockheed Martin's F-35 fighter jet franchise and missile sales will deliver "stronger and more sustained earnings growth than investors currently anticipate," projecting a 9% annual
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Yahoo Finance identifies two nuclear energy stocks to buy before 2026 ends
Yahoo Finance's analysis highlights Uranium Energy (UEC) and BWX Technologies (BWXT) as promising investments, citing the global nuclear market's projected 4.9% CAGR from 2026 to 2033. The report note
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Analysis: Novo Nordisk stock 'too cheap to ignore' after 66%+ drop from 2024 high, despite Eli Lilly GLP-1 competition
The Motley Fool analysis suggests that after Novo Nordisk's stock declined over 66% from its 2024 high, traditional valuation metrics like price-to-sales (4x vs 5-year average 8.6x) and price-to-earni
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RIA Beacon Pointe Hires Executives From BlackRock and Vanguard
Newport Beach, Calif.-based registered investment advisor Beacon Pointe Advisors has appointed Katie Cullen, formerly of BlackRock, as chief growth and integration officer, and Sarah Green, formerly o
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Google Chrome switches to a two-week release schedule, citing AI's impact on security and feature development
Google Chrome has officially moved from a four-week to a two-week release schedule, starting with Tuesday’s launch of Chrome 153. Google stated this change is driven by AI's evolving role in the secur
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Israeli strikes transform Lebanese city Nabatieh into ghost town
Nabatieh, once southern Lebanon’s economic centre, has become a ghost town as Israel intensifies its attacks.
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Analysts believe PepsiCo (PEP) is a better dividend stock than Coca-Cola (KO) due to its lower valuation and higher yield.
Despite Coca-Cola's stock price rising by approximately 50% over the past three years and boasting higher profit margins, its forward P/E ratio stands at 25x, exceeding PepsiCo's 15x. PepsiCo currentl
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Morgan Stanley Strategists Say Yen's Recent Surge Is Unlikely to Derail Popular Carry Trades Across Emerging Markets
Morgan Stanley Strategists Say Yen's Recent Surge Is Unlikely to Derail Popular Carry Trades Across Emerging Markets
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Google Cloud and Accenture Partner to Form Joint AI Deployment Unit, Will Train Thousands of Engineers to Accelerate Enterprise AI Adoption
Google Cloud and Accenture have partnered to form a joint unit, "Accenture Gemini Enterprise Business Group," which will deploy engineers to help businesses implement Google's AI tools and services. A
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Copper prices hit a new high of $14,694/ton, as Morgan Stanley lowers its global copper mine supply forecast, potentially marking the first annual decline since 2017.
Copper prices on Tuesday (September 8) hit a new record of $14,694 per ton during trading on the London Metal Exchange (LME), closing at $14,673, up 1.5% for the day. Morgan Stanley has lowered its fo
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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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Japanese Startup Solafune Plans to Launch AI Satellite
Japanese data analytics startup Solafune plans to develop and launch an AI-powered earth observation satellite. The company aims to cut costs and unlock new commercial uses for satellite data by proce
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ADB executive and Thai Deputy PM urge acceleration of ASEAN power grid plan at IMF-World Bank meeting in Bangkok
ADB executive and Thai Deputy PM urge acceleration of ASEAN power grid plan at IMF-World Bank meeting in Bangkok, stating that Southeast Asia remains vulnerable to energy shocks and needs to connect g
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Talk of China's backdoor bond-buying swirls amid $600 billion buildup in US debt securities
Talk of China's backdoor bond-buying swirls amid $600 billion buildup in US debt securities. DoubleLine's Vitaliy Liberman observed peculiar trends in foreign ownership of US debt, potentially linked
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Denmark pushes back on Trump's Greenland oil and mineral claims
Denmark has reaffirmed that a recent agreement with the US and Greenland does not grant preferential treatment for US investors in resource exploration, following former President Trump's claims that
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Coins.ph Users Face App Lockout, Company Responds Funds Are Safe and Services Are Being Restored
Philippine crypto platform Coins.ph issued a statement on October 14, addressing user concerns about application lockouts, assuring users that their funds are safe and that it is working to restore af
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Musk retweeted a Starlink post announcing that its high-speed, low-latency internet service is now available in Curaçao.
Musk retweeted a Starlink post announcing that its high-speed, low-latency internet service is now available in Curaçao.
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Elon Musk states Grok Bot can detect scam emails
Elon Musk states Grok Bot can detect scam emails
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Financial Times: US proposes unfreezing some Russian assets to restart Ukraine peace talks, but European officials object
Financial Times: US proposes unfreezing some Russian assets to restart Ukraine peace talks, but European officials object
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OpenAI accuses former employee of stealing over 100 hardware secrets and defecting to Apple, potentially filing a countersuit, leading to a postponement of the scheduled trial.
OpenAI on Wednesday filed new court documents accusing a former employee of stealing over a hundred highly confidential documents related to unreleased devices before leaving the company, and then pre
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Unexpected inflation shocks hit U.S. small-cap stocks, with the Russell 2000 Index falling nearly 2% to confirm a technical correction.
U.S. CPI growth in September exceeded expectations, pushing market bets on a Federal Reserve rate hike in October to 50%. Impacted by this, the Russell 2000 index fell 1.9% on Wednesday, with approxim
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Top Forecaster Says Fed May Hike Rates Half a Point in December
Top Forecaster Says Fed May Hike Rates Half a Point in December
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U.S. September inflation data exceeded expectations, with the Nasdaq Composite closing down 1.9% on Wednesday, and Apple's market capitalization surpassing $5 trillion for the first time.
U.S. Department of Labor data showed that the core Consumer Price Index (CPI) rose 0.3% month-over-month in September, above the expected 0.2%; year-over-year, it increased by 2.6%, exceeding the anti
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777 Partners Co-Founder Wander Signals Guilty Plea in Filing
777 Partners Co-Founder Wander Signals Guilty Plea in Filing
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U.S. September CPI rose 3.7% year-over-year and core CPI rose 2.6% year-over-year, both exceeding expectations, leading the market to increase bets on a Federal Reserve rate hike.
U.S. September Consumer Price Index (CPI) broadly exceeded expectations, rising 3.7% year-over-year and 0.6% month-over-month. Core CPI, excluding food and energy, increased 2.6% year-over-year and 0.
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Jim Cramer: Strong bank earnings couldn't save stocks due to future economic concerns
CNBC's Jim Cramer stated on Wednesday that despite some banks delivering strong third-quarter results, all six major bank stocks fell, reflecting investors' concerns about persistent inflation, rising
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Jim Cramer: Despite Market Unpredictability, Investors Shouldn't Give Up or They Might Miss the Next Rally
CNBC host Jim Cramer warned on Wednesday that despite the unpredictability of the market due to inflation, interest rates, and the war in Iran, investors who give up now might miss the next rally. He
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Asian stocks are set to decline after hotter-than-expected U.S. CPI data triggered a sell-off in U.S. equities, intensifying expectations for aggressive Federal Reserve rate hikes.
Asian stocks are set to decline after hotter-than-expected U.S. CPI data triggered a sell-off in U.S. equities, intensifying expectations for aggressive Federal Reserve rate hikes.
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The S&P 500 index fell 1.1% on Wednesday, ending a 53-trading-day period of calm, due to higher-than-expected September CPI and the fading of the AI trade.
The S&P 500 index fell 1.1% on Wednesday, ending its longest streak of 53 trading days without a single-day drop exceeding 1% since January 2020. This decline was primarily driven by a combination of
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Donald Trump visited Montana, highlighting the achievements of his "America First" policy in areas such as taxation, employment, and energy.
President Trump traveled to Kalispell, Montana today to review the results of his "America First" policies, including historic tax relief for Montana workers, families, and communities, fostering priv
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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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Goldman Sachs: Brazil's First-Round Election Results Trigger "Busiest Week Ever," Foreign Investors Bet on Bolsonaro Victory
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Nikkei 225 rose 0.3%, as investors may be adjusting positions ahead of the release of US CPI data.
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South Korean stocks opened higher on Wednesday, with the KOSPI index rising 0.44% at the open and climbing 1.83% to 6,146.01 points as of 9:15 AM, after plunging 5.46% the previous day due to AI concerns.
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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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Binance Will Add 4 bStocks Tokenized Securities as Collateral Asset
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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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Hex founder Richard Heart arrested in Istanbul on Interpol Red Notice.
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LayerZero (ZRO) Token Unlock Nears: 26 Million ZRO to Be Released, $2.09 Support Level Faces Test
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GlobalFoundries plans two new chip fabs with up to $21 billion funding
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