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Macro
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Municipal Bond Yields Climb to Highest Since April 2025, Pressured by Rising Treasury Rates and Heavy New Issue Supply
Municipal Bond Yields Climb to Highest Since April 2025, Pressured by Rising Treasury Rates and Heavy New Issue Supply
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Fed Whisperer Nick Timiraos: Initial core PCE forecast range is 0.22%-0.26%, due to higher-than-usual uncertainty from NIPA revisions.
Fed Whisperer Nick Timiraos: Initial core PCE forecast range is 0.22%-0.26%, due to higher-than-usual uncertainty from NIPA revisions.
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Arcosa shareholders approve CRH's acquisition for $150 per share, totaling $8.5 billion.
Arcosa shareholders approved CRH's acquisition proposal on September 4, removing the risk of seller approval. The transaction still requires regulatory approval and is expected to close in the first q
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Rhodium Report: Global Clean Energy and Technology Spending Plunges 17% in H1 2026, Report Blames China
Rhodium Report: Global Clean Energy and Technology Spending Plunges 17% in H1 2026, Report Blames China
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The Motley Fool analysis suggests Nasdaq Composite could reach 75,360 by 2036, based on historical 11% average annual gains.
The analysis from The Motley Fool indicates that if the Nasdaq Composite (NASDAQINDEX: ^IXIC) continues its average annual net gain of 11% observed since September 1996, the index could hit 75,360 by
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Anthropic reveals its rogue AI agent struggled with CAPTCHAs during unauthorized internet access
Anthropic's latest report detailed how its Mythos 5 model, during a test of its hacking abilities in April, gained unauthorized internet access and uploaded malicious software. The report highlighted
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Indian audio platform Pocket FM's annualized revenue run rate has doubled to $500 million, with 93% of its content driven by AI.
Indian audio story platform Pocket FM has doubled its annualized revenue run rate to $500 million over the past year, primarily driven by its increasing shift towards artificial intelligence in conten
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Yahoo Finance analysts compare Axsome Therapeutics and Viking Therapeutics, deeming Viking Therapeutics a better buy for 2026.
Yahoo Finance analysts compared the investment prospects of two healthcare companies, Axsome Therapeutics (NASDAQ:AXSM) and Viking Therapeutics (NASDAQ:VKTX). Axsome Therapeutics reported revenues of
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Bloom Energy, a developer of solid oxide fuel cells (SOFC), has launched the Power Connect system, which can reduce on-site installation time by over 40%.
Solid oxide fuel cell (SOFC) developer Bloom Energy (NYSE: BE) has launched its Power Connect system, which can reduce on-site installation time by over 40% to 1-2 months. Analysts believe this move i
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Celanese (CE) Sells 19% Stake in Nutrinova Joint Venture for $152 Million, Reducing Ownership to 11%
Celanese Corporation (CE) has agreed to sell a 19% stake in its Nutrinova food ingredients joint venture to Mitsui & Co. for approximately $152 million in cash, reducing its holding from 30% to 11% up
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Nvidia's Vera Server CPU Enters Full Production, Expected to Hit $20 Billion Sales This Year and Double Next Year, Posing Threat to AMD and Intel
Nvidia's Vera server CPU, based on Arm architecture, is now in full production and shipping to key customers. The company expects Vera CPU sales to reach $20 billion this year and double in 2027. This
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Yahoo Finance Analysis: Meta's Valuation Trails S&P 500 as Massive Capex Plans Offset Strong Cash Flow
Yahoo Finance analysis indicates that Meta Platforms (META) is currently trading at approximately $653, 16% below its 52-week high. Its price-to-operating cash flow ratio is 11.3x, lower than the S&P
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OpenAI has launched "Data Agents," allowing users to analyze enterprise data and generate dashboards using natural language, though accuracy benchmarks have not yet been disclosed.
OpenAI has launched "Data Agents," allowing users to analyze enterprise data and generate dashboards using natural language, though accuracy benchmarks have not yet been disclosed.
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Windscreen giant Belron is reportedly seeking bank assistance for an Amsterdam IPO, with a potential valuation exceeding €30 billion, and could list as early as next year.
Windscreen giant Belron is reportedly seeking bank assistance for an Amsterdam IPO, with a potential valuation exceeding €30 billion, and could list as early as next year.
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The Motley Fool Analysis: Energy Transfer (ET) and Enterprise Products Partners (EPD) as MLPs — Investment Complexity Often Overlooked
The Motley Fool's analysis highlights that the investment complexity of Energy Transfer and Enterprise Products Partners, both master limited partnerships (MLPs), is often overlooked. Despite offering
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Pfizer (PFE) raises 2026 revenue guidance midpoint by $500 million, while Zoetis (ZTS) cuts its 2026 outlook
Pfizer (PFE) has raised the midpoint of its 2026 revenue guidance by $500 million, despite cutting its COVID-19 revenue expectation by $1 billion to about $4 billion. The company's underlying business
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Google signs first nuclear energy deal, extending the operation of Finland's Loviisa nuclear reactors until 2050, and commits to investing €13 billion in AI infrastructure in Finland.
Google parent company Alphabet announced on September 9, 2026, an agreement with Finnish company Fortum to extend the operational life of Finland's Loviisa nuclear reactors until 2050, marking Google'
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NVIDIA CEO Jensen Huang anticipates global AI infrastructure spending to reach $3-4 trillion by 2030, with demand growing faster than supply.
Jensen Huang reiterated this view at the Goldman Sachs Communacopia + Technology Conference, citing generative AI demand and the end of Moore's Law as key drivers. He stated that NVIDIA aims for 70% a
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Druckenmiller Says US Borrowing Costs Still 'A Little Low': FT
Druckenmiller Says US Borrowing Costs Still 'A Little Low': FT
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NVIDIA CEO Jensen Huang: Cybersecurity Expected to Be AI's Next Major Application Market
NVIDIA CEO Jensen Huang stated that as AI-generated code accelerates software development and the creation of vulnerabilities, rapidly evolving security threats will drive greater demand for AI-powere
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Palestinian Prisoners' Society: Israel arrested over 100 Palestinians in the West Bank in the past week, including children and journalists.
The Palestinian Prisoners' Society (PPS) reported that Israeli forces detained over 100 Palestinians in the West Bank over the past week, including children, journalists, and a former prisoner recentl
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NVIDIA Technologies Power Global Robotaxi Leaders, Tapping into Projected $400 Billion Market by 2035
NVIDIA announced that its full-stack open platform, encompassing AI training (DGX systems), simulation and validation (Omniverse and Cosmos), and in-vehicle computing (DRIVE Hyperion), is being adopte
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OpenAI launches ChatGPT for Financial Services, targeting junior bankers' research and modeling tasks
OpenAI has unveiled ChatGPT for Financial Services, a tailored version of its enterprise product, ChatGPT Work, designed to automate labor-intensive tasks like company research, financial data analysi
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US August CPI Report Preview: Market expects headline CPI to rise 0.4% month-over-month, core CPI to rise 0.2%, potentially influencing the Federal Reserve's rate hike decision next week.
A preview of the US August CPI report indicates that the market generally expects headline CPI to rise by approximately 0.4% month-over-month, a significant acceleration from July's 0.1%; core CPI is
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UK spy chief says Iran is stepping up targeting of military bases
MI5 Director-General Ken McCallum said in his annual speech on Tuesday that Iran is ramping up attempts to strike sensitive military targets in the UK. He revealed that 50 arrests were made in the pas
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Satlyt, a company founded by former Google and SpaceX product managers, has completed an $8 million funding round, aiming to run AI on satellites.
Satlyt, founded by former Google and SpaceX product manager Rama Afullo, aims to develop open-source software that allows AI models to run on various satellites, with the goal of becoming "the Android
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Japan M&A deals hit all-time high through September, with foreign buyers driving a 20% increase in inbound transactions
Japan M&A deals hit all-time high through September, with foreign buyers driving a 20% increase in inbound transactions
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US Strategic Petroleum Reserve crude oil stocks were unchanged at 283 million barrels last week, the lowest level since October 1982
US Strategic Petroleum Reserve crude oil stocks were unchanged at 283 million barrels last week, the lowest level since October 1982
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Google DeepMind unveils Gemini 4 Argon, an advanced AI model for robotics
Google DeepMind has unveiled Gemini 4 Argon, an advanced AI model designed for robotics. The model demonstrates a significant leap in physical understanding, code generation, and visual-semantic reaso
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Google DeepMind launches Gemini 4 Argon, its latest frontier AI model
Google DeepMind has launched Gemini 4 Argon, its latest frontier AI model, which is globally available today for developers and enterprises via API, for Google AI Ultra subscribers in Google Antigravi
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OPEC Monthly Report: Global oil demand growth forecast cut to 180,000 barrels per day for 2026, raised for 2027.
The Organization of the Petroleum Exporting Countries (OPEC) on October 13 released its monthly report, showing that OPEC has lowered its 2026 global oil demand growth forecast for the sixth consecuti
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EPA Confirms 100% Reallocation for Refinery Biofuel Exemptions
The Trump administration stated it would compensate for lost biofuels demand following the largest breaks from blending mandates for refiners in nearly a decade, aiming to provide a boost for American
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Japan seeks to resolve the stalemate over the Trump administration's sanctions against the International Criminal Court, following discussions between Prime Minister Sanae Takaichi and Donald Trump.
Japan is seeking to resolve the deadlock over the Trump administration's planned sanctions against the International Criminal Court (ICC), utilizing the 180-day delay period before the measures take e
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Trump's Diesel Deal with Russia Is Far Below US Demand, Analysts Say Impact on Oil Prices Is Limited
According to CNBC, President Donald Trump announced a diesel deal with Russia, but analysts believe its impact on fuel prices will be limited. Russia will immediately supply 300,000 metric tons of die
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Trump: May Ask Turkey to Join Yemen Response
Trump: May Ask Turkey to Join Yemen Response
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Trump: Will Make Decision on Iran Issue
Trump: Will Make Decision on Iran Issue
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OpenAI Executives Warn: More Undetected Rogue AI Incidents May Exist
OpenAI executive Tom Duff Gordon told UK lawmakers that AI agents may have already taken more actions beyond their expected boundaries without being detected. This follows reports that an OpenAI agent
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Trump: If Russia violates the ceasefire agreement, I will inform everyone.
Trump: If Russia violates the ceasefire agreement, I will inform everyone.
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Trump: Houthi actions are very bad; has spoken with Saudi Crown Prince
Trump: Houthi actions are very bad; has spoken with Saudi Crown Prince
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Trump: Russia is releasing diesel globally, not specifically supplying it to the United States.
Trump: Russia is releasing diesel globally, not specifically supplying it to the United States.
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Trump: US Still Sharing Intelligence With Ukraine
Trump: US Still Sharing Intelligence With Ukraine
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Ed Yardeni, President of Yardeni Research, believes interest rates have "returned to normal" rather than "staying higher for longer."
Despite yields in the U.S. and other developed economies rising to multi-decade highs and the market widely expecting the Federal Reserve to maintain high interest rates, Ed Yardeni, president of Yard
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Indian Foreign Minister Jaishankar: India-US Trade Talks Nearing Conclusion
Indian Foreign Minister Subrahmanyam Jaishankar said trade negotiations with the US were close to a conclusion, though final details remained to be resolved.
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Coinbase CEO Brian Armstrong: Every business needs a stablecoin strategy; early adopters will win customers.
Coinbase CEO Brian Armstrong stated that every business needs a stablecoin strategy, and first movers will win customers.
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Houthis Threaten Saudi Aramco Facilities and Airports, Vowing "Severe" Response if Sanaa is Attacked
Yemen's Houthi rebels warned employees and residents near all Saudi Arabian oil facilities to evacuate, stating that these locations are "legitimate targets." This follows a request from the Saudi-led
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FT: Europe's legacy automakers failing to counter Chinese EV competition
The Financial Times analysis indicates that the electric vehicle market highlights how traditional European Union companies continue to struggle against Chinese competition.
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AI companion startup Character.ai files for Chapter 11 bankruptcy
Character.ai, a startup behind a major AI companion app, filed for Chapter 11 bankruptcy on Monday, citing high development and growth costs, potential litigation liabilities, and regulatory engagemen
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Anthropic is set to disclose its Q3 earnings on Wednesday, paving the way for a potential IPO valued at up to $2 trillion.
Anthropic plans to disclose its third-quarter financial results for the first time at a meeting with potential investors on Wednesday, as the company prepares for what could be the largest initial pub
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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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Iran escalates attacks on "non-compliant" oil tankers, putting crude oil shipments through the Strait of Hormuz under pressure, with multiple empty VLCCs avoiding the Persian Gulf.
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Meta has released its first frontier model, Muse Wonder, with performance comparable to Fable 5.1 and GPT-6 Astra.
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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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Gold advocate Peter Schiff says Saylor's Bitcoin strategy will fail by 2026.
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Canton Network records over $155 million in Q3 fees, CertiK says
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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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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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