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Macro
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Barometer Capital Management: NVIDIA Remains the Dominant AI Computing Platform, Benefiting from Hyperscale Enterprises and Massive Investments
Barometer Capital Management, in its Q2 2026 investor letter, noted that NVIDIA remains the dominant computing platform in AI and benefits from continued massive investments by hyperscalers and enterp
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Nvidia partners with 8 Australian firms to build out 2GW AI computing capacity by 2027
Nvidia announced on Thursday that it is partnering with eight Australian data center and cloud companies to expand AI computing capacity in the country, targeting a buildout of up to 2 gigawatts by 20
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Charles Schwab's Q2 revenue was nearly half from client cash interest spread; analysts warn of impact if rates fall
Brokerage firm Charles Schwab's second-quarter net interest revenue, primarily from the spread on idle client cash and fixed income assets, reached nearly $3.4 billion, accounting for almost half of i
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Novartis Shareholder Artisan Partners Calls for Board Shake-Up and Improved Deal Strategy
Novartis AG shareholder Artisan Partners said the Swiss drugmaker needs to overhaul its board and improve its deal-making strategy after three major clinical trial setbacks sent its shares lower.
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Wealthy investors seek oil and gas assets amid Iran war and AI boom, driving deal spend to multi-year highs
Ultra-high-net-worth investors and family offices are increasingly interested in mineral rights and other energy assets, fueled by energy pressures from the Iran war and the artificial intelligence bo
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Building U.S. data centers is getting so expensive that AI companies are moving overseas
AI companies are increasingly looking abroad for opportunities to build data centers, driven by mounting costs, public backlash over energy and water consumption, and the search for cooler climates in
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d-Matrix leverages NVIDIA NVLink-Fusion technology to connect its next-generation Raptor XPU to the NVIDIA AI infrastructure platform.
d-Matrix, a maker of AI inference chips, announced today that it will use NVIDIA NVLink Fusion technology to connect its next-generation Raptor XPU to NVIDIA's AI infrastructure platform. This move wi
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Fed September 25-bp Hike Odds Surge to 64% After ECB's 25-bp Rate Increase
Fed September 25-bp Hike Odds Surge to 64% After ECB's 25-bp Rate Increase
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Microsoft's stock price has remained flat over the past 12 months, with one Wall Street analyst predicting a potential 77% surge to $870.
Microsoft's stock price has remained largely flat over the past 12 months, declining by 0.54%, while the S&P 500 index rose by 17.23% during the same period. Despite Azure's annual revenue surpassing
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Bank of America analysts say a "credibility shock" hit Wall Street after Federal Reserve Chairman Warsh's latest interest rate decision.
Bank of America's economics team noted that the market's muted reaction to Federal Reserve Chairman Kevin Warsh's July 29 press conference led to a "central bank inflation credibility shock." Warsh re
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The European Central Bank (ECB) has raised its economic growth forecasts for 2026 and 2027, reflecting stronger-than-expected resilience in the Eurozone economy.
The European Central Bank (ECB) has raised its economic growth forecasts for 2026 and 2027, reflecting stronger-than-expected resilience in the Eurozone economy.
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Amazon is partnering with OpenAI to allow its advertisers to place ads within ChatGPT.
Amazon announced on Thursday, September 10, a partnership with OpenAI, allowing its advertisers to place ads within ChatGPT, initially available to select brands in the U.S. market. This move signals
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U.S. 'New Right' strategist Oren Cass says the U.S. will not return to promoting free trade
Cass, a policy strategist close to President Donald Trump's administration and a leading voice in the U.S. "New Right," stated that the movement achieved policy victories during Trump's second term, i
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UK FCA: Christopher Woolcott Pleads Guilty to Fraudulent Takeover Offer for Touchstone Exploration Shares
The UK Financial Conduct Authority (FCA) announced that Christopher Woolcott has pleaded guilty to four counts of fraud and forgery. He created a fictitious takeover offer for Touchstone Exploration I
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Intel stock surged 17.98% last week on reports of a potential 10% chip price hike, but most analysts maintain a Hold rating citing foundry turnaround not expected until 2028.
Intel (NASDAQ:INTC) stock rose 17.98% last week, adding to its 187.91% year-to-date gain, after Investopedia reported the company might raise selected PC processor prices by approximately 10%. However
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Surge in Central Asian Investment Boosts RMB Use to Mitigate Risks and Costs for Infrastructure Enterprises
China is the largest investor in Central Asia, and expanding the use of the yuan in the region could reduce currency exchange risks and costs for infrastructure companies, especially when the U.S. dol
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Yahoo Finance analysis projects Nebius Group (NBIS) stock to trade between $125 and $835 per share in three years, with a mid-range in the $300s.
The analysis highlights Nebius Group's recent 15% one-week gain, driven by its partnership with Palantir Technologies as a preferred sovereign AI partner. The company has over $40 billion in customer
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Emeria Debt Talks Are Stepping Up as Largest Lenders Sign NDAs
Emeria’s largest creditors have signed non-disclosure agreements barring them from trading the French real estate services provider's debt, as they step up talks with the company and its owners over a
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Caterpillar (CAT) Shares Rise as Barometer Capital Management Highlights Broad-Based Demand in Q2 2026 Investor Letter
Barometer Capital Management, in its Q2 2026 investor letter, noted that Caterpillar Inc. (NYSE:CAT) was a key contributor to its Industrials portfolio. The firm attributed Caterpillar's performance t
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ASML and TSMC are collaborating to develop 12-inch EUV photomasks, aiming to boost High-NA EUV productivity by 40% by 2033.
ASML and TSMC have announced a collaboration to develop larger 12-inch extreme ultraviolet (EUV) photomasks, replacing the current 6-inch masks. This initiative aims to boost fab productivity, reduce
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Fluence Energy (FLNC) shares have tumbled 66% since June to a one-year low, following bearish calls from Barclays and Piper Sandler analysts.
Fluence Energy (FLNC) shares have tumbled 66% since June to a one-year low, following bearish calls from Barclays and Piper Sandler analysts.
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Yahoo Finance Article: Analysts Suggest Building an AI Defensive Portfolio with 5 "Dividend Aristocrats," Caterpillar Up 43% Year-to-Date
A Yahoo Finance article highlights that Wall Street analysts recommend investors focus on five "dividend aristocrat" stocks to build a defensive AI portfolio. These companies directly benefit from AI
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Goldman Sachs Chief Economist Hatzius warns: Federal Reserve Chairman Warsh's policy strategy could lead to "unhelpful volatility" in the markets.
Goldman Sachs Chief Economist Jan Hatzius stated that Federal Reserve Chairman Kevin Warsh's more opaque approach to policy guidance could be counterproductive. Hatzius believes that while forward gui
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US August PPI accelerated to 5.4% YoY, exceeding expectations, with core PPI at 4.6% YoY, leading to a sharp increase in Federal Reserve rate hike expectations.
Data released by the US Bureau of Labor Statistics on Thursday showed that the Producer Price Index (PPI) for August rose by 5.4% year-on-year, exceeding market expectations of 5.3% and significantly
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Donald Trump retweeted Gregg Jarrett's post, stating that the truth about the "Russia hoax" has been revealed.
Donald Trump retweeted Gregg Jarrett's post, stating that the truth about the "Russia hoax" has been revealed.
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Donald Trump criticized New York Attorney General Letitia James in a post, calling her "zero credibility."
Donald Trump posted on Truth Social, criticizing New York Attorney General Letitia James' investigation into a Cornell University rape case, calling it "dirty, disgusting, and zero credibility." Trump
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Science Corporation has implanted a vision-restoring chip into a patient with Stargardt disease for the first time.
Science Corporation CEO Max Hodak, co-founder and former president of Neuralink, announced at TechCrunch Disrupt that the company has successfully implanted its PRIMA chip, designed to restore vision,
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Anthropic asks D.C. court to rehear appeal of Pentagon blacklisting
Anthropic is asking a federal court in Washington, D.C. to rehear its appeal in a case concerning the Pentagon's blacklisting of the company's AI models. The company's attorneys filed a petition on Tu
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BIS Research: Rising US Deposit Rates Pose Greater Headwind to USDC Adoption
A study published by the Bank for International Settlements (BIS) on October 13 shows that the repricing of bank deposit rates has a greater decelerating effect on USDC growth than on USDT, indicating
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Cerebras CEO Andrew Feldman predicts personal AI assistants will become as common as household appliances.
Cerebras CEO Andrew Feldman stated at TechCrunch Disrupt 2026 that personal AI assistants will soon become widespread, with some running locally on devices and others in the cloud. He anticipates thes
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KKR Sees Bond Rout as Opening to Lock in High-Grade Asian Credit
The global bond rout is giving fixed-income investors a rare chance to lock in Asian junk bond-like payouts without the credit risk of such debt, according to KKR & Co. Dengzhao Pan, head of Asia liqu
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HKEX completes pilot schemes for cross-border Green Electricity Certificate trading with mainland China exchanges
Hong Kong Exchanges and Clearing (HKEX) has completed the first cross-border trading of Green Electricity Certificates (GECs) under two pilot programmes with mainland exchanges in Guangzhou and Shenzh
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U.S. stocks closed lower on Tuesday, with chip stocks extending their decline and bank earnings showing mixed results.
Wall Street stocks closed lower on Tuesday, with the PHLX Semiconductor Index falling for a fifth consecutive session, down 0.2%. Micron Technology and Applied Materials dropped 3.6% and nearly 7%, re
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Researchers from multiple universities have announced the creation of the first operational post-quantum defense system for Bitcoin's Lightning Network.
Researchers from Texas A&M University-Commerce, North American University, Florida Gulf Coast University, and Florida Institute of Technology have announced the construction of the first complete post
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Russian Ballistic Missile Strikes Hit Kyiv Power Plant, Zelensky Reports No Early Warning Amid 'Energy Ceasefire' Contradiction
Ukrainian President Volodymyr Zelensky stated that a key energy facility, Darnytska CHP-4, supplying Kyiv with heating and electricity, was hit by Russian ballistic missiles. He emphasized that these
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Net interest income for the three largest US banks totaled $56.5 billion in Q3, marking a fifth consecutive quarter of record highs, though net interest margins are under pressure and trading and underwriting activities have cooled.
According to Wall Street Insights, JPMorgan Chase, Citigroup, and Wells Fargo collectively reported $56.5 billion in net interest income for the third quarter, marking the fifth consecutive quarter of
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Fed's No. 3 official Williams: One more rate hike possible this year, no rate hikes expected in 2027
New York Fed President Williams stated in an in-depth interview with Bloomberg that despite the AI infrastructure boom and energy shocks posing new inflationary variables in the short term, the U.S. e
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Cerebras CEO Andrew Feldman pushes back on AI doomsday warnings, arguing focus on risks is drowning out potential benefits
Cerebras CEO Andrew Feldman pushes back on AI doomsday warnings, arguing focus on risks is drowning out potential benefits
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Elon Musk reposts his earlier tweet, reiterating that Micron has been reasonable on future memory prices, unlike others, calling it a smart move for long-term customer loyalty.
Elon Musk reposts his earlier tweet, reiterating that Micron has been reasonable on future memory prices, unlike others, calling it a smart move for long-term customer loyalty.
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Asian Stocks Set to Gain on Signals for Fewer Fed Hikes
Asian stocks are set for broad gains on Wednesday, following a recovery in US equities from session lows. This comes amid signals that the Federal Reserve may not need to raise interest rates aggressi
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Indonesia is experiencing its worst wildfire season in a decade, with companies accused of burning land and exacerbating toxic haze across Southeast Asia.
Indonesia is experiencing its worst wildfire season in a decade, with toxic haze blanketing several Southeast Asian countries, blurring Singapore's skyline and forcing school closures in parts of Mala
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China sees emergence of 'loneliness economy' as people hire companions for the elderly
A new industry, dubbed the “loneliness economy,” has emerged in China, with people hiring themselves out as companions to help the elderly.
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Citadel Securities' Rubner says retail traders return to AI bets
Citadel Securities' Rubner says retail traders return to AI bets
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Mitsui Fudosan aims for Japan's first commercial next-gen geothermal power site
Property developer Mitsui Fudosan and its partners are working to achieve Japan's first commercial deployment of a next-generation closed-loop geothermal system, which injects water from the surface f
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Elon Musk says building supercomputer data centers is very difficult despite high demand
Elon Musk retweeted his earlier post, reiterating that while supercomputer data centers are in high demand, securing funding and actually building complex hardware systems with massive power, cooling,
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Donald Trump questioned Ilhan Omar's net worth declaration, stating it was corrected from $30 million to $100,000.
Donald Trump posted on Truth Social, questioning Representative Ilhan Omar's net worth declaration. Trump stated that Omar had previously reported a net worth of up to $30 million, but then immediatel
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UN warns Yemen's Taiz faces severe food shortages as Houthi siege blocks supplies, wheat and flour could run out in less than three weeks
UN warns Yemen's Taiz faces severe food shortages as Houthi siege blocks supplies, wheat and flour could run out in less than three weeks
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US Indicts Saudi OpenAI Employee for Installing Listening Device in Office
The U.S. has indicted a Saudi Arabian employee of OpenAI, accusing him of installing listening devices in the company's offices. OpenAI labs reported the recording devices to the FBI and terminated th
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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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China's futures exchanges to tighten leash on quant trading, defining violations and punishments
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Dutch pensions manager PGGM agrees to take on part of the risk on €5 billion of ING loans backing energy transition
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Goldman Sachs: U.S. Stock Market Sees Worst Internal Divergence Since Pandemic, Institutions "Panic-Rushing into Value Stocks" Leads to Sharp Reversal in Tech Flows
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Intel and Broadcom CEOs warn that capital is the biggest bottleneck for AI, with Broadcom's CEO stating some investors are "gambling in a casino"; Musk responds: Don't cry when you're in a casino.
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Samsung Electronics and SK Hynix shares fell due to concerns over Chinese competitors and comments from Broadcom.
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Malaysia's King Sultan Ibrahim Iskandar acquired a S$6.1 million (US$4.8 million) stake in local rare earth miner Southern Alliance Mining Ltd, which is expanding its rare earth business.
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Australia's RBA raised key rate two weeks ago due to inflation risks, remains alert
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BlackRock, the world's largest asset manager, has adjusted its core allocation: overweighting short-term U.S. Treasuries, and downgrading U.S. equities and MBS to neutral.
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Broadcom is seeking to raise over $50 billion from investors including Blackstone, while Intel raised approximately $20 billion in August.
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The utilization rate of frontier AI models plummeted from 55% in Q1 2025 to 14% in Q3 2026, as the market shifted towards cost-effectiveness.
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