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Macro
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Microsoft Azure grew 43% and Alphabet's Google Cloud surged 82%, intensifying their enterprise AI race; Alphabet's stock is up 39.43% over the past year while Microsoft's is roughly flat.
Both tech giants recently delivered earnings, with Microsoft's Azure crossing $100 billion in annual revenue for fiscal 2026 and Alphabet's Google Cloud accelerating to 82% growth. Both are pouring ca
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Blackstone (BX) Eyes $2 Billion ZO Skin Health Exit
Blackstone (BX) Eyes $2 Billion ZO Skin Health Exit
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AI Data Centers' Power Demand Doubles to 300MW Annually, Driving Utility Growth; Southern Company Secures 25-Year, 17GW OpenAI Contract
The average individual data center load doubled from 150 to 300 megawatts (MW) between 2023 and 2024, significantly boosting regulated capital expenditures for utilities. Southern Company (NYSE:SO) ha
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Elon Musk Dismisses Bernie Sanders's 5% Wealth Tax Proposal, Stating 99% of His Fortune is in Stock, Not Cash
Musk responded to Senator Bernie Sanders's call for a 5% wealth tax on the ultra-wealthy, arguing that most billionaires are cash-poor with the vast majority of their funds tied up in assets like stoc
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24/7 Wall St. analysis sets TSMC (TSM) target price at $492, implying 15% upside.
Analysts at 24/7 Wall St. have set a price target of $492 for TSMC (TSM), representing an upside of approximately 15% from its current share price of $428, and issued a "Buy" rating. The firm noted th
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Japan Plans Defense Subsidies to Boost Domestic Ammunition and Drone Production Capacity
Japan Plans Defense Subsidies to Boost Domestic Ammunition and Drone Production Capacity
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Houthis reportedly take control of Yemen’s entire Red Sea coast, threatening key alternative shipping route to Strait of Hormuz
The Iran-backed Houthi forces have reportedly taken control over most of the western Red Sea coastal line. Experts fear this development threatens the key alternative shipping route to the Strait of H
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Goldman Sachs Deepens AI Push, Opens New Engineering Office in Bellevue for AI and Cloud Talent
Goldman Sachs Deepens AI Push, Opens New Engineering Office in Bellevue for AI and Cloud Talent. The new office, reported by Reuters on September 8, will house over 125 employees focused on AI and clo
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US stocks fell this week due to surging oil prices and rising yields, with the Russell 2000 hitting a three-month low, but staged a strong rebound on Friday.
U.S. equities broadly declined this week, impacted by surging crude oil prices and rising government bond yields, with the Russell 2000 index hitting a three-month low; however, major stock indexes re
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Yahoo Finance Analysis: Amgen is a More Robust Healthcare Stock Investment Choice Than CRISPR Therapeutics in 2026
Yahoo Finance analysis suggests that in 2026, traditional pharmaceutical giant Amgen is a more stable investment choice compared to gene-editing pioneer CRISPR Therapeutics. The report indicates that
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KPMG LLP acquires minority stake in deepfake detection business Reality Defender
The US-based audit, tax, and advisory company will integrate Reality Defender's deepfake detection capabilities into its cyber and fraud prevention practices to address AI-generated impersonation, fra
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MarketWatch: New Research Challenges the Notion That "Demographic Decline Inevitably Leads to Economic Recession"
MarketWatch reported that new research by scholars at MIT and the London Business School challenges the prevailing view that "population decline inevitably leads to economic recession." The study foun
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Nippon Steel makes $2bn contrarian bet on Japan's automotive market, its largest single asset investment
Nippon Steel has brought a new 300 billion yen ($1.96 billion) hot rolling line online, its largest ever investment in a single asset, believing it can still win market share from rivals in Japan's au
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Qualcomm and Amazon have reached a long-term cooperation agreement, with Amazon potentially purchasing up to $60 billion worth of Qualcomm AI data center chips.
Qualcomm has entered into a long-term cooperation agreement with Amazon, under which Amazon may purchase up to $60 billion worth of Qualcomm AI data center chips and related products. As part of the a
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Novartis (NVS) has faced market scrutiny over its growth pipeline strategy after two late-stage experimental drugs, including del-desiran, acquired for $12 billion, failed in trials.
Novartis' (NVS) experimental drug del-desiran failed to meet its primary endpoint in a late-stage trial for type 1 myotonic dystrophy, a key asset acquired in the company's $12 billion acquisition of
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Renishaw shares jump over 5% after Bank of America double-upgrades to Buy, nearly doubling price target to 5,400p
The precision-engineering group's shares rose after Bank of America upgraded its rating from Underperform to Buy, citing a stronger-than-expected demand cycle, particularly from semiconductor equipmen
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EverBank to Merge with WaFd in $3.9 Billion Reverse Merger, Creating a Regional Bank with $75 Billion in Assets
EverBank Financial has agreed to merge with WaFd, Inc. (NASDAQ:WAFD) in a $3.9 billion reverse merger. The combined entity will operate under the EverBank Financial Corp. name, trade on Nasdaq as EVBK
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Yahoo Finance Analysis: Despite Qualcomm's Transformation, Advanced Micro Devices (AMD) Remains the Better Tech Stock Buy for 2026
Yahoo Finance analysis suggests that despite Qualcomm's transformation in automotive and on-device AI, Advanced Micro Devices (AMD) is a better tech stock buy in 2026, given AMD's strong momentum in d
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Analysis: BOJ's hawkish remarks lead to rapid market repricing of rate hike expectations, JPY strengthens significantly
Financial markets have rapidly repriced the likelihood of a Bank of Japan (BOJ) rate hike next week, following hawkish comments from several BOJ policymakers over the past week, leading to a significa
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India's Richest State Maharashtra Explores Tokenizing Assets to Fund New Infrastructure
Maharashtra is drafting a policy to tokenize state assets, including electricity transmission infrastructure, to raise funds for new projects.
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Analysis suggests Broadcom is NVIDIA's biggest competitor, with its AI semiconductor revenue projected to reach $230 billion by 2028.
Yahoo Finance published an article stating that NVIDIA's true competitor is not AMD, but Broadcom, due to its rapid growth in custom AI chips. The article notes that while NVIDIA's data center divisio
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Dell shares jump 11% to all-time high of over $562 on RBC Outperform initiation with $640 target, citing strong enterprise AI demand
Dell Technologies Inc (NASDAQ:DELL) shares surged 11% to an all-time high above $562 on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC highl
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Iranian and Russian presidents criticized Western sanctions at the BRICS Business Forum, calling for deeper trade ties and expanded local currency settlements.
Iranian President Masoud Pezeshkian and Russian President Vladimir Putin on Friday criticized Western sanctions against their economies at the BRICS Business Forum and urged Global South nations to de
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Uber Freight warns that tight capacity in the U.S. freight market could lead to a surge in shipping rates in Q4.
Uber Freight noted in its Q3 Market Update & Outlook report released on Thursday that the U.S. freight market is entering the fourth quarter with a slow recovery in trucking capacity and trucking rate
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Haidilao to provide founder Zhang Yong $14.9M loan, fueling China tax speculation ahead of offshore trust deadline
Haidilao International Holding has agreed to provide its founder, Zhang Yong, with a one-month loan of up to the Hong Kong dollar equivalent of 100 million yuan (US$14.9 million), according to a stock
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South Korea's KAIST unveils physics AI strategy, focusing on technology usable across robots and industries.
KAIST (Korea Advanced Institute of Science and Technology) announced its physical AI strategy, focusing on technology usable across robots and industries, rather than developing humanoid robots as sta
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Samsung Electronics unveiled its next-generation AI data center memory strategy, including HBM5 and PIM technologies, at the OCP Summit.
Samsung Electronics on Tuesday outlined plans to enhance AI data center performance through faster memory, expanded capacity, and more efficient storage at the Open Compute Project Global Summit 2026
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Kakao unveils AI assistant for its flagship messaging app KakaoTalk, aiming to transform it into a platform for everyday tasks like schedule management, shopping, and reservations.
Kakao unveils AI assistant for its flagship messaging app KakaoTalk, aiming to transform it into a platform for everyday tasks like schedule management, shopping, and reservations.
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Novo Nordisk seeks national health insurance coverage for Wegovy in Korea
Novo Nordisk Korea has applied to the Health Insurance Review and Assessment Service for reimbursement of its obesity drug Wegovy, pharmaceutical industry sources said Tuesday. This move aims to signi
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Data Center Operator AirTrunk Is Said to Delay $1.5 Billion IPO
Data center operator AirTrunk is delaying a planned initial public offering until next year, as higher interest rates and market volatility temper investor demand, according to people familiar with th
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BBC Analysis: US Midterm Elections to Determine Trump's Remaining Two Years, Republicans Hold Slim Majority in House
BBC analysis indicates that the US midterm elections will be held on November 3, electing all 435 seats in the House of Representatives and approximately one-third of the seats in the Senate. Currentl
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Ukraine's former Commander-in-Chief Syrsky told the BBC that Russia's offensive capabilities have been broken.
Former Ukrainian Commander-in-Chief Oleksandr Syrskyi stated in an interview with the BBC that Ukraine has stabilized the front lines and "broken Russia's ability to advance" by inflicting heavy casua
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Musk reposted a tweet: Starlink Mini successfully rescued five people in distress at sea.
A vessel named "Magic Bus" sank in a storm off the coast of North Carolina. The captain used Starlink Mini to connect to a mobile phone and successfully called the U.S. Coast Guard, ultimately leading
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Former UK Prime Minister Rishi Sunak stated on Tuesday that the US-led global order has ended, and the world has entered a period of high geopolitical uncertainty, with Donald Trump being a "symptom" of this disintegration.
Former UK Prime Minister Rishi Sunak stated on Tuesday that the US-led global order has ended, and the world has entered a period of high geopolitical uncertainty, with Donald Trump being a "symptom"
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France's ecosystem deploys agentic computing at scale with NVIDIA across diverse industries
French companies are deploying agentic computing across various sectors, including space, financial services, the public sector, and scientific research, leveraging NVIDIA technology. Bull plans to ex
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Shinhan Financial Group became the first Korean financial group to establish a holding company in Indonesia.
Shinhan Financial Group announced on Tuesday that it has become the first Korean financial group to establish a holding company in Indonesia. By converting Shinhan Bank Indonesia into an operating hol
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HD Hyundai and Siemens open joint research center in Busan to accelerate smart shipbuilding with AI and virtual shipyard tech
HD Hyundai and Siemens open joint research center in Busan to accelerate smart shipbuilding with AI and virtual shipyard tech
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Jeffrey Cho, an executive at LG Innotek, was awarded the Silver Tower Order of Industrial Service Merit for his contributions to manufacturing innovation and exports.
LG Innotek announced on Tuesday that Jeffrey Cho, its Senior Vice President and Head of the Packaging Solution Business Unit, was awarded the Silver Tower Order of Industrial Service Merit at the 21st
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Anthropic researchers warn small AI models could self-replicate on home devices within 'months'
Researchers at AI giant Anthropic stated in a report released on Monday that small artificial intelligence models may be months away from being capable of self-replicating on everyday consumer product
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Hyundai's Atlas features four fingers, Tesla's Optimus five, driven by distinct market strategies
Hyundai Motor Group's Boston Dynamics has opted for a four-finger design for its electric Atlas humanoid robot, believing it reduces cost and complexity without sacrificing industrial work benefits. I
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Musk reposted the Florida Governor's tweet, confirming that Tesla is providing free Supercharging services in hurricane-affected areas.
Musk reposted the Florida Governor's tweet, confirming that Tesla is providing free Supercharging services in hurricane-affected areas.
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Soybeans Decline as Traders Wait for China to Step Up Purchases
Soybeans fell as top importer China has yet to make significant purchases after a weeklong holiday, and the supply outlook for the US remained ample.
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Ronaldo Waved Saudi Flag Scarf After Match Interrupted by Missile Alert
Portuguese football star Cristiano Ronaldo waved a scarf with the Saudi flag after Al Nassr won the AFC Champions League. The match had previously been interrupted due to a missile alert in Riyadh. Ye
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IMF upgrades 2026 global economic growth forecast to 3.1%, citing AI investment boom offsetting Middle East conflict impact
The International Monetary Fund (IMF) on Tuesday nudged its 2026 global growth forecast to 3.1%, up 0.1 percentage point from its July projection. This upgrade is attributed to economies boosted by th
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Jump Trading Hires Startup Founding Team to Lead Its Computational Division
Jump Trading has hired the founding team of a startup specializing in access to trading computational power to lead its compute division. The move comes as market makers venture into emerging asset cl
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Investors are flocking to government bond funds to lock in the highest yields in decades, despite a sharp sell-off in the U.S. Treasury market.
Investors are flocking to government bond funds to lock in the highest yields in decades, despite a sharp sell-off in the U.S. Treasury market.
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EU hybrid curbs to offer only temporary respite against Chinese carmakers
Some western executives warn that the measures will only briefly protect European companies.
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Musk retweeted a SpaceX post stating that a Falcon 9 rocket launched 27 Starlink satellites from California.
Musk retweeted a SpaceX post stating that a Falcon 9 rocket launched 27 Starlink satellites from California.
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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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Financial Stability Board Warns of Stablecoin and AI Risks Ahead of G20
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MAS to enhance safeguards for public prospecting activities
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Coinbase reports delays in ALEO transactions
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Binance Futures Will Launch Multiple TradFi USDⓈ-Margined Perpetual Contracts (2026-10-12)
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Jefferies: A 5% yield on five-year U.S. Treasurys is an attractive level for long-term buyers.
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Ledger confirms unauthorized hardware implant in a customer's wallet; independent investigators estimate cryptocurrency theft losses at $93.2 million.
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Multiple countries have warned their citizens to avoid traveling to Saudi Arabia after Houthi attacks on Riyadh airport resulted in multiple casualties and flight disruptions.
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Goldman Sachs Report: Hedge Funds Reduce Tech Holdings, but Mag 7 Positions Hit Record Highs, Revealing a Structural Divergence Between Market Confidence and Positioning Data
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Bybit to support dYdX (DYDX) v9.8.0 network upgrade
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Korean LFP makers challenge China's monopoly amid US rules
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