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Macro
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Vauban Infrastructure Partners is nearing a deal to acquire GlobalConnect's Swedish fiber optic business from EQT.
Vauban Infrastructure Partners is nearing a deal to acquire GlobalConnect's Swedish fiber optic business from EQT.
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SBI-Led Group Said to Provide $3.5 Billion Debt to Vodafone Idea
A group of lenders led by State Bank of India agreed to provide about $3.5 billion of debt financing to Indian mobile telephone operator Vodafone Idea Ltd. to help it rebuild its business, people fami
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Vinson & Elkins Report: Private Credit Takes Bigger Role in Financing Energy and AI Infrastructure
The report highlights that private credit has evolved into a major source of financing for energy and infrastructure projects, as banks retreat from long-dated and complex loans. It notes that artific
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Dell Technologies' AI server orders reached $61 billion in Q2, with backlog growing to $95 billion
Dell Technologies reported its second-quarter AI server orders reached $61 billion, significantly up from $24 billion in Q1. The company's AI backlog has now grown to $95 billion, compared to $51.3 bi
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AT&T Expects Double-Digit EPS Growth, 3%-4% EBITDA Growth This Year, Highlighting AI, Fiber Edge and Business Momentum at Citi Conference
AT&T executives, including CFO Pascal Desroches and EVP Melissa Arnoldi, stated at a Citi event that the company's multiyear investment strategy has strengthened its network assets and reduced leverag
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Cummins' stock price has surged 42% over the past 12 months, driven by robust growth in its AI data center power solutions business. Analysts project an additional 40% upside potential in the next 12 months.
Cummins' stock price has surged 42% over the past 12 months, driven by robust growth in its AI data center power solutions business, which is expected to continue benefiting from the escalating demand
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"Big Short" Michael Burry Closes NVIDIA Put Options, Trimming His Most-Watched AI Short Bet
Michael Burry, founder of Scion Asset Management and famed for "The Big Short," reduced his risk exposure in September by closing out NVIDIA (NVDA) put options expiring in December 2026. He did not ro
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Financial Times analysis suggests the US is losing its 'captive creditors' and paying a higher cost to attract more price-sensitive investors to buy Treasuries.
Financial Times analysis suggests the US is losing its 'captive creditors' and paying a higher cost to attract more price-sensitive investors to buy Treasuries.
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CME Group Announces December 7 Launch of SEC-Registered CME Securities Clearing to Expand U.S. Treasury Market Capacity
CME Group, the world's leading derivatives marketplace, today announced it will launch CME Securities Clearing Inc. on December 7. The new SEC-registered clearing house will operate alongside CME Grou
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MarketWatch Analysis: Renewable-Energy Mandates Detrimental to Consumers and Solar Stocks
MarketWatch suggests that these mandates, particularly in "blue states," are a primary cause of higher electricity bills, directly exacerbating the cost-of-living crisis.
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Cathie Wood's ARK Invest Buys $27.9M in Meta, Sells $27.8M in Alphabet Amid Market Debate on Timing
Cathie Wood's ARK Invest bought 43,091 shares of Meta Platforms (NASDAQ:META) worth approximately $27.9 million, while selling 84,392 Alphabet (NASDAQ:GOOG) shares valued at about $27.8 million. This
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24/7 Wall St. Rates Broadcom (AVGO) a Buy, Sees 17% Upside on AI Semiconductor Growth
24/7 Wall St. analysts initiated coverage on Broadcom (NASDAQ:AVGO) with a “Buy” rating and a $426.47 price target, implying 17.2% upside from its current close. The firm projects Broadcom could becom
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US EIA Gasoline Inventories Change 1.27M, expected -1.4M, previous -1.17M, above expectations
EIA Gasoline Stocks Change: 1.27, Expected -1.4, Previous -1.17, above expectations Release Time: 2026-09-10 16:00 UTC
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Trump Administration Proposes Eliminating 60-Day Grace Period for H-1B Visa Holders After Job Loss
The Trump administration has proposed eliminating a 60-day grace period that allows H-1B and certain other temporary work visa holders to remain in the U.S. and find a new sponsor after losing their j
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Drone Maker AeroVironment (AVAV) Stock Jumped Early Thursday After Q1 2027 Earnings Beat Estimates With 84% Revenue Increase, Prompting Analysts to Lift Price Targets.
Drone Maker AeroVironment (AVAV) Stock Jumped Early Thursday After Q1 2027 Earnings Beat Estimates With 84% Revenue Increase, Prompting Analysts to Lift Price Targets.
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PE Firms Centre Partners and Altivare Capital Acquire 3PL Navajo Expedited, Plan Further Acquisitions
Private equity firms Centre Partners and Altivare Capital Partners have jointly acquired Navajo Expedited, a third-party logistics (3PL) provider specializing in time-sensitive and temperature-control
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NVIDIA will pay a cash dividend of $0.25 per share on October 1, a 2400% increase from previous dividends.
NVIDIA announced in its Q2 FY2027 earnings report that it will pay a cash dividend of $0.25 per share on October 1 to all shareholders of record as of September 10. This marks the second consecutive q
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Morgan Stanley Sees 25% Meta Gain on AI Upside, Analyst Brian Nowak Targets $815 by 2026
Morgan Stanley analyst Brian Nowak projects Meta Platforms (NASDAQ:META) shares to reach $815 by year-end 2026, implying a 25% gain from current levels and comfortably above Street consensus. Nowak at
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US Diesel Futures Top $5 a Gallon for First Time Since 2022 Amid Deepening Global Fuel Squeeze
US Diesel Futures Top $5 a Gallon for First Time Since 2022 Amid Deepening Global Fuel Squeeze
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Coinbase CEO Brian Armstrong Reaffirms Bitcoin Price Target of $400,000 by 2030
Armstrong believes Bitcoin could reach this level due to several factors: its adherence to a roughly four-year market cycle, with the current downturn's bottom likely already in around $60,000; potent
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Chile will for the first time allow pension funds to participate in the repo market, aiming to boost bond trading volumes and improve liquidity.
Chile will allow local pension funds (AFPs) to participate in repurchase and reverse repurchase agreements for the first time, a move aimed at improving their liquidity management, reducing costs, and
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PayPal stock trades 80% below its record high; analysts suggest selling or avoiding it
Digital payment giant PayPal (NASDAQ: PYPL) currently trades at about $52, an 80% decline from its all-time high of $305.13 reached on July 23, 2021. Analysts point to challenges including increased c
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Heineken Hires GLP-1 Pitchwoman Serena Williams to Promote Non-Alcoholic Beer as US Alcohol Consumption Hits Historic Lows
Heineken's US chief executive Maggie Timoney explained this week that Serena Williams, who also fronts a GLP-1 weight-loss brand, was named the first global ambassador for Heineken 0.0. This comes as
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IonQ shares fell 5.78% to $38.13 after CEO predicted "Q-Day" by 2028 and claimed flat cost curve, while Q2 operating expenses hit $417.3M
IonQ CEO Niccolo de Masi stated at the company's investor day that "Q-Day" (when quantum computing can break current encryption) will arrive by 2028, and that quantum machines are becoming more powerf
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Morgan Stanley Raises 4Q26 Brent Price Forecast to $105 a Barrel From $100, and 1Q27 Forecast to $100 From $95.
Morgan Stanley Raises 4Q26 Brent Price Forecast to $105 a Barrel From $100, and 1Q27 Forecast to $100 From $95.
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OpenAI reports discovery of secret listening devices in its offices, notifies FBI, and terminates involved employees.
OpenAI announced the discovery of a sophisticated, secretly installed recording device within one of its offices. The company utilized its AI models to investigate the device and identified an employe
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Reuters witnesses report a series of explosions in Kyiv with no advance warning or alert given.
Reuters witnesses report a series of explosions in Kyiv with no advance warning or alert given.
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Google DeepMind details responsible development and rollout of Gemini 4 Argon
Google DeepMind announced the broad rollout of its advanced AI model, Gemini 4 Argon, emphasizing its responsible and safe development. The model, designed for complex real-world tasks across domains
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The U.S. Department of Justice announced the arrest of two individuals involved in a North Korean "laptop farm" scam, with approximately $3 million in illicit proceeds.
The U.S. Department of Justice announced the arrest of two individuals involved in a North Korean "laptop farm" scheme. Prosecutors allege the scheme impacted over 70 U.S. employers and involved appro
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Cleveland Fed's Nowcast for Inflation: US Core CPI MoM Rises 0.20%, Largely in Line with Wall Street Expectations
The Cleveland Fed's Nowcast inflation forecast indicates that the US core Consumer Price Index (CPI) is expected to rise by 0.20% month-over-month, closely aligning with analysts' median forecast of 0
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Blockchain.com Seeks CFTC Licenses for US Derivatives and Prediction Markets
The company is seeking both exchange and futures-broker registrations to serve retail and institutional customers. The proposed US offering still requires approval.
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Dell CEO Michael Dell says AI models need safeguards and controls, with government playing a role
Dell Technologies CEO Michael Dell stated that artificial intelligence models "have to have safeguards and controls" amidst ongoing debates about the technology's potential threats. He believes both c
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Forecasters anticipate a big rise in energy prices for US September CPI, driving up headline inflation but with a tamer core reading.
Forecasters anticipate a big rise in energy prices for US September CPI, driving up headline inflation but with a tamer core reading.
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Saudi coalition strikes Houthi fuel depot near Yemen's capital Sanaa
The Saudi-led coalition announced a strike on a fuel depot near the Houthi-controlled capital, Sanaa, accusing the Houthis of using the facility to support missile and drone attacks on Saudi Arabia. T
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Global chip stocks plummet, AI investment logic shifts from growth pursuit to return scrutiny.
On Tuesday, October 13, the global sell-off in AI chip stocks continued to spread, with the KOSPI index closing down 5.5% and Japanese memory chip manufacturer Kioxia falling over 10%. During U.S. tra
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Ex-gang leader sentenced to 40 years to life in prison for orchestrating 1996 murder of rap star Tupac Shakur in Las Vegas
Ex-gang leader sentenced to 40 years to life in prison for orchestrating 1996 murder of rap star Tupac Shakur in Las Vegas
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Russia arrests Japanese journalist on espionage charges
Russia has arrested a reporter for the Hokkaido Shimbun on espionage charges, the Financial Times reported. The arrest follows a series of detentions condemned as politically motivated.
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Avalanche highlights integration with Korea Securities Depository's tokenization platform
The Korea Securities Depository (KSD) is building a tokenization platform designed to connect with Avalanche, Hyperledger Besu, and Hyperledger Fabric. Samsung SDS aims to complete the platform by Feb
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ECB Chief Economist Philip R. Lane highlights AI's opportunity for Europe, notes significant gap with US and East Asia
European Central Bank Chief Economist Philip R. Lane stated that AI offers a significant opportunity to improve global living standards and productivity, but Europe faces challenges and lags behind th
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Donald Trump stated that both Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy wish to end the Russia-Ukraine war but do not know how to reach an agreement.
Donald Trump stated that both Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy wish to end the Russia-Ukraine war but are unsure how to reach an agreement. He said the Unit
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New York Fed President Williams: The future path of the economy may or may not require higher interest rates; it's currently uncertain.
New York Fed President Williams stated that the economy could evolve in a way that requires a higher interest rate path to achieve its goals, but there are just as many future economic paths that sugg
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New Hong Kong-China Checkpoint Opens, Capable of Handling 200,000 Daily Trips
A new checkpoint facility at Huanggang Port in Shenzhen, connecting Hong Kong and China, has opened. It is designed to handle 200,000 trips a day at a single gate, allowing travelers to automatically
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Hyundai Motor announced it will invest $15.5 billion in India over the next decade to expand manufacturing and R&D.
Hyundai Motor said on Tuesday it plans to invest $15.5 billion in India by 2032 to expand its manufacturing, R&D, and other operations in the country, in response to intensifying market competition an
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U.S. Treasury Yields Fall After New York Fed President Williams Signals One More Rate Hike in 2026 May Be Sufficient, With No Further Increases Anticipated in 2027
U.S. Treasury yields moved lower after New York Fed President John Williams signaled one more rate hike in 2026 may be sufficient, with no further increases currently anticipated in 2027. The 30-year
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Argentina files legal claim against UK over Falklands oil exploration
Argentina has lodged a legal claim with the International Tribunal for the Law of the Sea, seeking to halt oil and gas exploration near the Falkland Islands. This action targets the Sea Lion oilfield
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New York Fed President Williams sees one more rate hike in 2026, none in 2027
New York Fed President Williams sees one more rate hike in 2026, none in 2027
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Economists expect the US September CPI to accelerate to 0.6% month-on-month and rise by 3.6% year-on-year.
Economists expect the US Consumer Price Index (CPI) to rise by 0.6% month-over-month in September and 3.6% year-over-year, indicating an accelerating pace of price growth and further deviation from th
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Fed's Barkin Says Economic Shocks Continue
Fed's Barkin Says Economic Shocks Continue
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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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Meta releases flagship AI model Muse Wonder, outperforming GPT-6 Astra and Claude Opus 5.5 in performance tests.
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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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TD Cowen: CFTC's New Crypto Regulatory Framework May Face Deadline Due to 2028 Election
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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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Canton Network records over $155 million in Q3 fees, CertiK says
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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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