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Macro
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SpaceX plans to launch its first orbital computing satellites next year, with a full-scale deployment expected around 2028.
SpaceX CFO Bret Johnsen announced that the company plans to launch its first orbital computing satellites next year and scale up around 2028 to leverage Starship's lower launch costs.
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SpaceX has reportedly signed another AI hashrate hosting agreement, bringing in $1.1 billion in monthly revenue. The CFO stated that the annualized recurring revenue (ARR) is expected to reach $100 billion by year-end.
SpaceX has reportedly signed another AI hashrate hosting agreement, bringing in $1.1 billion in monthly revenue. The CFO stated that the annualized recurring revenue (ARR) is expected to reach $100 bi
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Emil Michael, Chief Technology Officer at the U.S. Department of Defense, dismissed "AI doomsday theories" as "fear of change." He also disclosed that the DoD has migrated 90% of its classified AI workloads from Anthropic, with the full transfer expected to be completed by the end of this month.
Emil Michael, Chief Technology Officer of the U.S. Department of Defense, directly responded to former Anthropic engineer Jacob Coxon's AI warning post at a defense industry conference in Washington o
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Hong Kong home prices forecast to gain 15% this year by Midland Realty, still 16% below 2021 peak
Hong Kong home prices are forecast to gain 15% this year by local property agency Midland Realty, though they would still be 16% below their high-water mark in 2021. The agency's executives stated at
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Anthropic stops attempts to use models for potential biological weapons
The AI start-up outlined five examples where actors 'circumvented controls' and made efforts to 'obfuscate' the purpose of their research, leading to the decision to halt such attempts.
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US Treasury Secretary Scott Bessent dismissed concerns about the Treasury market, stating that the market is "in good shape" and downplaying Thursday's below-expectations repo operation.
U.S. Treasury Secretary Scott Bessent stated that despite the 10-year Treasury yield rising to its highest level since 2023, the bond market remains "in good shape." He also downplayed the impact of T
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The yield on 30-year US municipal bonds surged 14 basis points to 4.89% on Thursday, reaching its highest level since February 2011, driven by a sell-off in US Treasuries and a surge in supply.
The U.S. municipal bond market is experiencing a significant sell-off, driven by persistently rising Treasury yields and a surge in U.S. state and local government bond issuance. According to Bloomber
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Blackstone is reportedly preparing to significantly increase its procurement of Google TPUs, with sources indicating the additional quantity will be "several times" the previously planned amount.
Blackstone, the world's largest alternative asset manager, is expected to purchase a significantly higher number of Google Tensor Processing Units (TPUs) than initially disclosed when it announced a j
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MarketWatch analysis: Large caps tend to outperform small caps in Q4 due to seasonal factors, rising rates, and heightened economic risk
MarketWatch analysis: Large caps tend to outperform small caps in Q4 due to seasonal factors, rising rates, and heightened economic risk
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Pentagon in Talks to Provide $5 Billion Loan for AI Infrastructure Funding
The Pentagon is negotiating to provide a $5 billion loan to AI infrastructure company Fluidstack. Palmer Luckey, an early supporter of Donald Trump, is advising on the loan through a bank he started.
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US Treasury Secretary Bessent says he is going to sanction a large bank on Monday
US Treasury Secretary Bessent says he is going to sanction a large bank on Monday
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Israel's military announced it has destroyed a key Hezbollah tunnel network in southern Lebanon.
The Israeli military announced it has destroyed a Hezbollah tunnel network in the Ali al-Taher ridge in southern Lebanon. Israeli sources reported that dozens of bodies of Hezbollah militants were fou
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Russian strike on shopping centre in central Ukrainian city of Pavlohrad kills at least four, wounds 60
A Russian strike on a shopping centre in the central Ukrainian city of Pavlohrad killed at least four people and wounded 60 more. The attack came as both sides step up attacks hundreds of kilometres b
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Bloomberg: Microsoft plans to triple its global data center capacity to 38GW by 2032 to address AI hashrate shortages.
Bloomberg reports that Microsoft plans to more than triple its global data center capacity to over 38 gigawatts (GW) by 2032, up from approximately 12 GW currently. Sources familiar with the matter st
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Federal Reserve insider Nick Timiraos reported that BNP Paribas (BNPP) changed its forecast on Sunday, now expecting the Federal Reserve to hike interest rates twice this year, starting this month.
Federal Reserve insider Nick Timiraos reported that BNP Paribas (BNPP) changed its forecast on Sunday, now expecting the Federal Reserve to hike interest rates twice this year, starting this month.
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India to host BRICS Summit on Sept. 12-13, marking dual milestones
India will host this year's BRICS Summit on Sept. 12-13. An analyst noted New Delhi faces a difficult balancing act: strengthening the grouping without letting it become an instrument of Chinese influ
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Anthropic details persistent 'distillation attacks' by China-based AI companies including Alibaba, Moonshot AI, and DeepSeek, involving nearly 200 million exchanges
Anthropic's new report alleges that these attacks have escalated in recent months, targeting Claude's valuable capabilities such as agentic functions, tool use, coding, data analysis, and logical reas
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OpenAI Halts Pro Subscriptions Amid Surging Demand for New Astra Model
OpenAI announced it is pausing new sign-ups for its $20-per-month Pro subscription plan, citing the strain it puts on the system, while it increases system capacity. Thibault Sottiaux, the company's H
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TEPCO to Use 4.6-Ton Robotic Arm to Probe Fukushima Nuclear Debris, Plan Delayed by Five Years
Tokyo Electric Power Company (TEPCO) is preparing to use a 4.6-ton giant robotic arm to inspect and remove fuel debris from inside the reactors at the Fukushima Daiichi Nuclear Power Plant. This move
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Adobe's latest earnings report failed to satisfy Wall Street, with analysts stating that "merely meeting" expectations was not enough.
Adobe's latest earnings report failed to satisfy Wall Street, with analysts pointing out that "merely meeting" expectations is not enough in the current environment. Adobe highlighted its AI momentum
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Nick Timiraos retweeted Milan's comment, stating that the Federal Reserve is in a situation where "policy will ultimately depend on the next inflation print." He noted that as inflation data improved, the Fed "strangely" became more hawkish, which is "very confusing."
Nick Timiraos retweeted Milan's comment, stating that the Federal Reserve is in a situation where "policy will ultimately depend on the next inflation print." He noted that as inflation data improved,
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Adobe's Q3 revenue of $6.76 billion exceeded expectations, with AI driving monthly active users past 1 billion, but its Q4 guidance fell short, causing a roughly 2% drop in after-hours trading.
Adobe announced its third-quarter fiscal year 2026 results, with revenue reaching $6.76 billion, a 13% year-over-year increase, exceeding market expectations of $6.7 billion. Non-GAAP diluted earnings
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Oracle raises data center revenue forecast as AI strategy accelerates, reports significant capital expenditure increase to compete with rivals.
Oracle raises data center revenue forecast as AI strategy accelerates, reports significant capital expenditure increase to compete with rivals.
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EU Securities Regulator ESMA Warns: Growing Crypto Connections Could Amplify Risks to Traditional Finance
ESMA points out that the growing links between cryptocurrencies and traditional finance in areas such as tokenized stocks, DeFi exploits, and prediction markets could pose risks to the broader financi
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Singaporean VC firm Antares Ventures raises over $50 million for deep tech investments.
Singaporean venture capital firm Antares Ventures has raised over $50 million for its deep tech investments, aiming to eventually grow the fund's capital pool to $100 million.
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Approximately 150,000 U.S. homeowners are facing the first reset of their adjustable-rate mortgages, potentially increasing their monthly payments by hundreds to thousands of dollars.
Approximately 150,000 U.S. homeowners with adjustable-rate mortgages (ARMs) will see their interest rates adjust for the first time this year, with another 186,000 and 155,000 homeowners facing their
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S&P 500 record rally meets risk of peaking earnings growth, as Corporate America faces higher bar to satisfy Wall Street
S&P 500 record rally meets risk of peaking earnings growth, as Corporate America faces higher bar to satisfy Wall Street
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Israel's Supreme Court has ordered the government to provide a timetable for the return of Palestinian refugees to West Bank refugee camps, a move opposed by the Finance Minister and Defense Minister.
Israel's Supreme Court on Sunday ordered the government to provide a specific timeline for the return of Palestinians, forcibly displaced by the Israeli army in early 2025, to the Tulkarm, Jenin, and
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Researchers Reduce Bitcoin Quantum Security Protection Cost by 82% to $59
Researchers have reduced the estimated computational cost of a specialized Bitcoin quantum-safe transaction by 82% to $59. According to data from the Quantum-Safe Bitcoin Optimization Challenge, impro
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Russia expects talks with the US on bilateral issues by year-end, according to IFX.
Russia expects talks with the US on bilateral issues by year-end, according to IFX.
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UK FCA arrests three in major operation against insider dealing and money laundering ring
The UK Financial Conduct Authority (FCA) and the National Crime Agency (NCA) conducted a joint operation on October 13, leading to the arrest of three individuals suspected of engaging in insider deal
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U.S. diesel futures surged 2.1% to $4.8239 per gallon, despite tax breaks and a Russian supply agreement.
U.S. diesel futures surged 2.1% to $4.8239 per gallon, despite tax relief measures and the lifting of sanctions on Russian diesel. Analysts warn that tax relief for dyed diesel offers little benefit t
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Investors are flocking to long-term US Treasury bonds, as the market anticipates the Federal Reserve will hold rates steady in October and raise them by 25 basis points in December.
Investors are favoring long-term U.S. Treasuries, driving long-term yields down faster than short-term rates, according to BMO. The market widely expects the Federal Reserve to keep interest rates unc
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Russia's Oil Exports Slow as Black Sea Loading Takes Longer
Loading rates at Novorossiysk have slowed, with ships moored for twice as long as normal.
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Cleveland Fed President Hammack: Investors are more focused on "what the Federal Reserve will do" rather than "what it should do."
Cleveland Fed President Beth Hammack stated that investors trade more on what they think the Federal Reserve "will do" rather than what it "should do." She believes this view contradicts Kevin Warsh's
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The Wall Street Journal: Private equity industry faces higher interest rate challenges, with smaller firms already seeing staff departures.
The private equity industry is grappling with the challenges of higher interest rates, with smaller firms already feeling the impact, characterized by slower exits leading to diminished return expecta
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TechCrunch Disrupt 2026 kicks off in San Francisco.
TechCrunch Disrupt 2026 officially kicked off on October 13 at Moscone West in San Francisco, bringing together over 10,000 startup founders, investors, and tech leaders. The first day's events includ
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U.S. September existing home sales exceeded expectations, with home prices reaching a new September record high.
According to data from the National Association of Realtors (NAR), existing home sales in the US rose by 1.5% month-over-month to a seasonally adjusted annual rate of 3.99 million units in September,
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U.S. existing home sales in September rose to 3.99 million units, exceeding expectations with a 1.5% month-over-month increase, while the median price reached a new high for the period, according to NAR data.
U.S. existing home sales in September rose to 3.99 million units, exceeding expectations with a 1.5% month-over-month increase, while the median price reached a new high for the period, according to N
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Yemen's Houthi group claims to be responding to Saudi attacks on Sanaa.
Yemen's Houthi group claims to be responding to Saudi attacks on Sanaa.
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Experts find no evidence Ukraine's data centre strikes impacted Russian bot networks, despite Zelensky's claims
Ukrainian President Volodymyr Zelensky suggested on Monday that recent strikes on Russian data centres had reduced Kremlin-linked bot networks, leading to "less hate, less division and fewer provocati
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Houthi-run Al-Masirah TV reports an attack on Yemen Oil Company in Sanaa
Houthi-run Al-Masirah TV reports an attack on Yemen Oil Company in Sanaa
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Explosions reported in Sana'a, Yemen's capital, following airstrikes by warplanes, according to Al Hadath.
Explosions occurred in Yemen's capital Sanaa following airstrikes by warplanes, Al Hadath reported, citing local sources. The identity of the aircraft, the targets of the airstrikes, and the extent of
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German Chancellor Merz met with the Saudi Crown Prince, accusing Iran of destabilizing the region.
German Chancellor Friedrich Merz held talks with Saudi Crown Prince Mohammed bin Salman on regional issues on Tuesday. Merz stated that Iran must engage in serious negotiations and accused Tehran of d
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Yemeni government forces launched airstrikes on Houthi positions, and the Saudi energy minister vowed a "serious response" to Houthi attacks.
Yemen's internationally recognized government forces announced they conducted nine airstrikes on Houthi positions and military equipment in Taiz province on Tuesday. Meanwhile, Saudi Arabia's energy m
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Digital cash can offer "cash-like privacy," but bank data breaches threaten users—BIS
The Bank for International Settlements (BIS) stated that digital cash can enable "cash-like privacy," but risks such as bank data breaches pose a threat to users.
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Alex Gladstein, Chief Strategy Officer at HRF, stated that the biggest risk of AI lies in centralized control, and local open-source AI is crucial for protecting freedom.
Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation (HRF), stated in an interview that the greatest risk of artificial intelligence (AI) is not human extinction, but rather the conce
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EU officials state trade imbalance with China extends far beyond the automotive sector, following a prior agreement on hybrid car import restrictions.
The EU's chief economic official, Dombrovskis, stated that an agreement between the EU and China to limit hybrid car imports is only the first step, as the trade imbalance between the two extends far
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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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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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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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Harneys and dropRWA plan Bermuda tokenized catastrophe bond issuance next year, aiming to bridge disaster-insurance gap
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Iran's Revolutionary Guard Corps states it has designated the "US-UAE" Strait of Hormuz oil shuttle system as a clear target.
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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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Ark Invest's Lorenzo Valente Reaffirms Bitcoin's 5-Year Outlook
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NVIDIA Unveils Vera Rubin Architecture Design at OCP Global Summit to Power Global AI Factory Expansion
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