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Macro
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Elon Musk reposts The Boring Company's Steve Davis on tunneling costs: billions per mile is impossible, but $3-5 million per mile enables "epic projects"
Davis stated that building thousands of miles of tunnels would be impossible at costs in the billions per mile, but feasible at $3-5 million per mile. The reposted tweet suggests this cost efficiency
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Musk tweeted that technology is the most important advantage in war.
Musk tweeted that technology is the most important advantage in war.
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SpaceX CFO Reveals First Orbital Compute Satellites to Launch Next Year, Aiming for Large-Scale Deployment by 2028
SpaceX CFO Bret Johnsen stated at the Goldman Sachs Communacopia & Tech conference that the company plans to launch its first orbital computing satellites (i.e., space data centers) next year, with a
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AMD Expands Into Rack-Scale AI, Eyes $220 Billion Server CPU Market by 2030
Advanced Micro Devices (AMD) executives stated at the Goldman Sachs Communacopia + Technology Conference that the company is expanding its role in artificial intelligence from a semiconductor supplier
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A Cluster of Polymarket Accounts Won ~$22,000 on Companies Audited by KPMG, Per Bubblemaps Analysis
A mysterious Polymarket user earned approximately $22,000 through a series of nearly perfect bets on the quarterly earnings of 18 companies audited by KPMG, including Wells Fargo, Home Depot, and Door
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Piper Sandler initiated coverage on Marvell (MRVL) with a $270 price target, driving its stock up by 5%.
Piper Sandler analyst David O'Connor initiated coverage on Marvell Technology (NASDAQ:MRVL) with a $270 price target, citing the company's expanding role in AI data centers and custom computing. Boost
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Elon Musk: Solar energy will eventually account for 100% of energy harnessed
Elon Musk: Solar energy will eventually account for 100% of energy harnessed
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Yahoo Finance Analysis: BWX Technologies (BWXT) is a Smarter Investment Choice Than NuScale (SMR)
A Yahoo Finance analysis article points out that NuScale's stock price has fallen from its all-time high of $53.43 in October 2025 to approximately $10. This is due to the cancellation of its flagship
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European Central Bank (ECB) Governing Council member Philip R. Lane stated that the latest September projections indicate a 7.0% increase in Eurozone competitor export prices by 2026, a significant upward revision of 5.4 percentage points from the December forecast.
In a speech on September 11, European Central Bank (ECB) Executive Board member Philip R. Lane unveiled the ECB's latest September projections. The data shows that euro area competitor export prices a
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Houthis attack Saudi East-West oil pipeline, threaten alternative route around Strait of Hormuz, Brent crude rises to $105.
Satellite imagery shows fire and thermal anomalies along Saudi Arabia's East-West Pipeline, which transports 7 million barrels per day, suggesting a possible attack by Houthi rebels. This attack could
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Supertanker Rates on Middle East-to-China Route Hit $800,000 a Day Amid Escalating Gulf Tensions
Supertanker rates on the Baltic Exchange's benchmark Middle East-to-China shipping route have surged to a staggering $800,000 a day. This comes as US forces recently destroyed five Iranian-linked tank
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China to hike visa fees for Japanese citizens by roughly sevenfold starting Monday, citing reciprocity after Tokyo raised overall visa fees in July.
China to hike visa fees for Japanese citizens by roughly sevenfold starting Monday, citing reciprocity after Tokyo raised overall visa fees in July.
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U.S. September consumer sentiment index fell 7.5% to 47.8, the second-lowest reading since 1952
The University of Michigan's consumer sentiment index dropped 7.5% in September to 47.8, marking the second-lowest reading in the survey's history dating back to 1952. Consumers expect inflation to co
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AI data center startup Nscale has appointed former OpenAI executive Fidji Simo to its board of directors, with the company potentially eyeing an IPO.
Nscale, a UK-based AI data center startup, has appointed Fidji Simo, former executive at OpenAI, Meta, and Instacart, to its board of directors. Simo previously served as CEO of AGI Deployment (effect
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24/7 Wall St. analysts predict Oracle to be an 'unexpected AI winner' through 2030, citing over $30B in new AI contracts last quarter
The analysis highlights Oracle's strong Q1 FY2027 results, with revenue up 29.61% to $19.34 billion and cloud infrastructure revenue surging 121%. Analysts note the company booked over $30 billion in
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FT analysis: Advances in autonomous agents and rivalry between Anthropic and OpenAI are fueling creators' fears of human extinction in the AI race
FT analysis: Advances in autonomous agents and rivalry between Anthropic and OpenAI are fueling creators' fears of human extinction in the AI race
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The U.S. high-grade bond market saw a surge in issuance after Labor Day, with $57 billion issued from Tuesday to Wednesday, poised to set a monthly record for the fourth consecutive month.
The US high-grade bond market saw a flurry of activity in the shortened trading week following the Labor Day holiday, with 30 deals totaling $57 billion issued on Tuesday and Wednesday alone. This str
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AI Energy Play Bloom Energy (BE) Nears Buy Point, Set to Join S&P 500 on Sept. 21
AI Energy Play Bloom Energy (BE) Nears Buy Point, Set to Join S&P 500 on Sept. 21
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Wintermute deposits 61,847 ETH ($160.3M) into Binance and Coinbase in past 3 hours
Wintermute deposits 61,847 ETH ($160.3M) into Binance and Coinbase in past 3 hours
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24/7 Wall St. gives Qualcomm (QCOM) a "Buy" rating with a price target of $240, implying a potential upside of 35%, based on growth in its automotive business and an AI infrastructure agreement with Amazon.
24/7 Wall St. gives Qualcomm (QCOM) a "buy" rating with a price target of $240, representing a potential upside of 35%, based on growth in its automotive business and an AI infrastructure agreement wi
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US Treasury Sanctions Additional Iranian Airlines, Severing Country's Limited Air Connections to Rest of World
US Treasury Sanctions Additional Iranian Airlines, Severing Country's Limited Air Connections to Rest of World
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US September consumer confidence index falls to a new low of 47.8 in recent years, inflation expectations rise to 4.6%, with soaring gasoline prices and US-Iran conflict weighing.
Preliminary survey results released by the University of Michigan on Friday showed that the US consumer sentiment index for September fell to 47.8 from 51.7 in August, lower than all economists' forec
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Cognizant Says AI Creates Jobs, Its Own Restructuring Says Otherwise
Cognizant (NASDAQ:CTSH) is promoting its plans to hire 1,500 U.S. college graduates and expand its AI-focused workforce to 15,000 people, with CEO Ravi Kumar S stating AI will create significantly mor
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Yahoo Finance analysis favors Revolution Medicines over Amgen, citing its breakthrough pancreatic cancer therapy Daraxonrasib's approval
The analysis highlights Daraxonrasib as the first targeted therapy approved for metastatic pancreatic cancer, with clinical data showing it cut the risk of death by more than half. While Amgen reporte
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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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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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SpaceX tech lead Lee Robinson: AI agents are evolving into "always-on standby," warns products will become data if they don't control the agent entry point.
Lee Robinson, a key technical member at SpaceX and former core member of Cursor, stated during a speech at Stanford University that AI agents are evolving from passive responsiveness to "always-on" re
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Visa has been approved to prepare for bank card clearing operations in China, potentially entering the Chinese payment market.
Visa has been approved to prepare for bank card clearing operations in China, potentially entering the Chinese payment market.
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IMF warns Asia as share of 'zombie companies' unable to service debt doubles since 2008
IMF warns Asia as share of 'zombie companies' unable to service debt doubles since 2008
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Four of five largest EU member states to hold elections in 12 months, potentially reshaping the bloc
Four of the five largest European Union member states are set to hold elections within the next 12 months, a development that could significantly alter the future direction of the bloc, according to t
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Bloomberg Markets Analysis: Indian Rupee Weakening Since 2018, RBI Taking Measures to Counter
Bloomberg market analysis indicates that despite India's economic growth surpassing major economies like China, the Indian Rupee has weakened every year since 2018. This contradicts the expectation th
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Peter Magyar faces challenge in delivering Hungary's euro membership
Bloomberg Markets analysis indicates that while political changes in Hungary have been breakneck, delivering on the promise to adopt the single currency is a wholly different challenge for Peter Magya
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Ethereum co-founder Vitalik Buterin: Public-key cryptography may still require one to two rounds of parameter upgrades
Ethereum co-founder Vitalik Buterin stated in an interview with Balaji Srinivasan at the Network State Conference on October 9, 2026, that public-key cryptography may still require one to two rounds o
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Wallstreetcn Analysis: The AI frenzy exhibits characteristics of both the "dot-com" and "real estate" bubbles, with global capital pouring into core US AI sectors, reaching $4.9 trillion in holdings.
Wallstreetcn.com cited a CICC research report, which analyzed that the current AI industry possesses both hard-tech and "real estate-like" attributes simultaneously, with its financing model shifting
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Brazil's stock market has broken out strongly, rising over 12% this month and recording its largest weekly gain since 2020. EWZ attracted $2.3 billion in a single week, becoming a new focus for hedging AI risks.
Brazil's benchmark stock index, Bovespa, has risen 12.2% month-to-date, closing at a record high last Friday and marking its largest weekly gain since April 9, 2020. The iShares MSCI Brazil ETF (EWZ),
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Oil prices fell as investors weighed the outlook for Russian diesel supplies against the Saudi-Houthi conflict, with Brent crude down 1.48% to $105.05.
Oil prices fell on Tuesday as investors weighed the possibility of more Russian energy entering global markets, while concerns about the Saudi-Houthi conflict limited losses. Brent crude futures fell
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China's futures exchanges to tighten leash on quant trading, defining violations and punishments
China's five futures bourses, including the China Financial Futures Exchange and the Shanghai Futures Exchange, will intensify a crackdown on malfeasance linked to programme trading. They propose rule
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Copper and aluminum prices fell as investors' concerns about overheating AI infrastructure spending dampened market risk appetite and exacerbated demand outlook uncertainty.
Copper and aluminum prices fell as investors' concerns about overheating AI infrastructure spending dampened market risk appetite and exacerbated demand outlook uncertainty.
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Donald Trump refutes "radical left" rhetoric, does not believe China and Russia are helping Iran.
Donald Trump posted on Truth Social, stating that he saw many "radical left" comments claiming that China and Russia are helping Iran, but he does not believe this claim. Trump said that even if there
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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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IMF Managing Director Kristalina Georgieva: AI infrastructure investment drives global economic growth, expected to significantly boost growth rates in Asian economies.
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Anduril to Invest $6.6 Billion in Key Submarine Component Manufacturing for US Navy; HD Hyundai Open to Deeper Cooperation
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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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Adidas CEO: Outdoor Sports and Street Dance to Drive New Growth in Chinese Market
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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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Jefferies: A 5% yield on five-year U.S. Treasurys is an attractive level for long-term buyers.
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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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