Macro
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Bank Exits and Prolonged Freight Recession Squeeze Truck Financing for Mid-Size Fleets, Driving Rates Up to 12% or More
A 3.5-year freight recession has led many lenders to exit the U.S. truck financing market, simultaneously shredding the credit profiles of carriers most in need of borrowing. This has resulted in a sq
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White House economic advisor Kevin Hassett stated that the White House would "100% support" the Federal Reserve's interest rate decision this week, but he and President Donald Trump see no reason for a rate hike.
White House economic advisor Kevin Hassett stated that the White House would "100% support" the Federal Reserve's interest rate decision this week, but he and President Donald Trump see no reason for
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Japanese utility Chubu Electric Power to name new president and withdraw reactor restart application after quake data scandal
Japanese utility Chubu Electric Power to name new president and withdraw reactor restart application after quake data scandal
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JPMorgan Chase Analysts' Report: Tesla (TSLA) is projected to generate $320 billion in robotaxi revenue by 2035, with $314 billion attributed to Tesla's owned fleet.
JPMorgan Chase analyst Rajat Gupta released a report last week, projecting that Tesla's robotaxi business will generate approximately $320 billion in revenue by 2035. The vast majority of this revenue
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Anthropic reportedly secured $517 billion in computing resources, primarily from NVIDIA, ahead of its IPO.
According to The Information on September 6, AI company Anthropic has committed to procuring up to $517 billion in computing resources ahead of its initial public offering (IPO). This massive expendit
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US August job switchers' pay rose significantly more than for those who stayed, with base salary increasing by 4.7%.
ADP's latest report shows that base pay for job changers in the U.S. private sector increased by 4.7% in August, higher than the 3% for job stayers. When including total compensation such as tips, com
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Nearly 14% of Berkshire Hathaway's $359 billion investment portfolio is allocated to American Express, a stock that has doubled in five years.
As of September 10, nearly 14% of Warren Buffett's Berkshire Hathaway's $359 billion public equity portfolio is invested in American Express, with Berkshire holding a 22.5% stake in the company. Ameri
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Goldman Sachs projects 6.5 million humanoid robots shipped globally by 2035
The firm's new Physical AI research report sharply upgrades its previous forecast, now expecting 75,000 units in 2026, 890,000 by 2030 (up from 256,000), and 6.5 million by 2035, representing a $138 b
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Jim Cramer predicts Meta Platforms (META) stock could double in the next 3-5 years.
On his September 11 show, Cramer noted that Meta's stock is currently undervalued, and the $18 billion settlement reached on August 26 significantly reduced legal uncertainties. He also pointed to hug
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Yahoo Finance analysis predicts AMD and ASML will join Micron and Broadcom in the $1 trillion club by 2028
The analysis highlights Advanced Micro Devices (AMD) and ASML Holding (ASML) as two AI semiconductor stocks poised for significant growth. AMD is well-positioned to capitalize on agentic AI with its r
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Citi Says Global Equity Flows Weaken, While Investor Positioning Remains Relatively Stable
Citi's latest analysis indicates that global equity flows have weakened, though overall investor positioning remains relatively stable. In the U.S., positioning is modestly bullish, but S&P 500 flows
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HP Raises Annual Outlook, Citing Record Personal Systems Revenue, Premium AI PC Demand, and Tariff Refunds
The company expects an additional tariff-refund benefit in the fourth quarter. HP anticipates Personal Systems margins to dip in Q4 before gradually returning to its long-term 5%–7% range in fiscal 20
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Yahoo Finance analysis: Snowflake's strong Q2 results and Salesforce's AI partnership signal enterprise AI is driving software sector growth
Snowflake (SNOW) reported a strong fiscal Q2 2027, boosting its product revenue target to $6.07 billion from $5.84 billion, with product revenue up 37% to $1.49 billion. CEO Sridhar Ramaswamy noted AI
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Yahoo Finance analysis: Intel's market cap could reach $900 billion by 2030, up 65% from current levels, driven by 'high teens' annual revenue growth in server CPU market.
Investment bank Piper Sandler rates Intel 'neutral' with a $110 price target, but expects the company to achieve 'high teens' annual revenue growth through 2030. This growth is anticipated to be fuele
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Drone Threats Force Cities to Rethink Defenses, Governments Testing Jammers, Interceptor Drones, and Low-Tech Nets
As drones become cheaper, faster, and harder to detect, cities far from traditional battlefields are confronting the challenge of protecting civilians without creating new risks from falling debris or
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Yahoo Finance Analysis: NVIDIA's older GPUs still command rental prices, but this does not guarantee attractive returns for CoreWeave
Yahoo Finance analysis indicates that NVIDIA's older A100 SXM4 GPUs were benchmarked at $1.05 per GPU-hour as of September 7, while H100 SXM was $3.17. While this supports the durability argument for
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Traders hedging stock rally are split on protecting against a fast selloff or a slow grind lower
Investors are looking to hedge as the equity rally stalls in the face of rising interest rates and oil prices, but are divided on whether to protect against a rapid market plunge or a gradual decline.
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Bloomberg Analysis: Former Defense Secretary Esper Urges US to Boost Defense Spending, Harness Silicon Valley Tech for National Security
Amid global conflicts and the rise of China, national security has become central to US economic and industrial strategy. Former Defense Secretary Mark Esper advocates for increased defense spending a
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The U.S. Social Security program faces a funding shortfall within six years, with bipartisan attention on taxing high-income earners to cover the deficit.
The U.S. Social Security program is projected to face a funding shortfall in Q4 2032, potentially unable to pay full retirement benefits on time. To address this, proposals to tax high-income earners
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MarketWatch Analysis: S&P 500 Companies' Earnings Forecasts Exceed Expectations to an Unusual Degree, AI is the Main Reason
Corporate earnings forecasts have exceeded Wall Street expectations to an unusual degree ahead of this earnings season, MarketWatch reported. FactSet's report on Friday showed that among the 114 S&P 5
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A vessel was attacked and caught fire in the Strait of Hormuz, the UK Maritime Trade Operations (UKMTO) said.
A vessel was attacked and caught fire in the Strait of Hormuz, the UK Maritime Trade Operations (UKMTO) said.
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Israel's intensified war in south Lebanon solidifies displacement crisis, with 330,000 people still displaced
More than six months after Israel intensified its war on Lebanon, the displacement crisis is slowly solidifying. According to estimates by the International Organization for Migration (IOM), approxima
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Ukrainian President Zelenskyy says he is willing to meet with Putin at the G20 summit in December.
Ukrainian President Volodymyr Zelenskyy said in an interview broadcast on Saturday that he is willing to meet with Russian President Vladimir Putin for talks at the G20 summit in Miami, USA, in Decemb
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Kremlin says Russia-Ukraine-US talks possible in October
Kremlin spokesman Dmitry Peskov said that trilateral talks between Russia, Ukraine, and the United States could take place in October. This follows visits by U.S. negotiators to Kyiv and Moscow to pus
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Russia's Novak: Russia supplied $21.3 billion worth of energy to the EU this year
Russia's Novak: Russia supplied $21.3 billion worth of energy to the EU this year
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Bitcoin Options Show $451M Downside Bets Ahead of CPI, Volatility Falls
Bitcoin options expiring on Friday, October 16, show approximately $451 million in underlying notional exposure concentrated in put options at the $76,000, $78,000, and $80,000 strike prices. Data fro
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Russian Deputy Prime Minister Novak: Russia's diesel exports are expected to reach 3 million to 3.5 million tons by the end of this year.
Russian Deputy Prime Minister Novak: Russia's diesel exports are expected to reach 3 million to 3.5 million tons by the end of this year.
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The US stock bull market marked its fourth anniversary on Monday, with the S&P 500 index having surged nearly 120% during this period.
The US stock market bull run marked its four-year anniversary this Monday (October 12), with the S&P 500 index having surged nearly 120% since its low on October 12, 2022. Investors believe that reach
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Russia's Novak: Capable of supplying additional diesel to global markets
Russian Deputy Prime Minister Novak stated that Russia is capable of supplying additional diesel to global markets.
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Russia's Novak: Russian and US Governments in Talks on Diesel Supply Deal
Russia's Novak: Russian and US Governments in Talks on Diesel Supply Deal
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Three explosions were heard in Riyadh, Saudi Arabia, according to Reuters witnesses.
Three explosions were heard in Riyadh, Saudi Arabia, according to Reuters witnesses.
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France's economy grew just 0.1% in Q3, following Q2 stagnation, with rising energy costs and weak manufacturing weighing on growth, Bank of France says.
France's economy grew just 0.1% in Q3, following Q2 stagnation, with rising energy costs and weak manufacturing weighing on growth, Bank of France says.
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Wall Street strategists are starting to see duration value in bonds after weeks of selling pushed government bond yields to multi-year highs.
Wall Street strategists are starting to see duration value in bonds after weeks of selling pushed government bond yields to multi-year highs.
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Saudi Arabia issues early warning alert for potential hostile threat in Riyadh, according to Reuters
Saudi Arabia issues early warning alert for potential hostile threat in Riyadh, according to Reuters
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French central bank says third-quarter growth seen at 0.1%, unchanged from previous estimate
French central bank says third-quarter growth seen at 0.1%, unchanged from previous estimate
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Meta has released its first frontier model, Muse Wonder, with performance comparable to Fable 5.1 and GPT-6 Astra.
Meta's Superintelligence Lab on Monday released two new models, Muse Wonder and Muse Wonder Full, marking the company's first foray into frontier models. The Muse Wonder model is accessible via the Me
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Robert E. Hall and Michael Woodford were awarded the Nobel Memorial Prize in Economic Sciences for their contributions to crisis management.
Robert E. Hall and Michael Woodford were awarded the Nobel Memorial Prize in Economic Sciences for their contributions to crisis management. They had previously assisted central banks in navigating th
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The Federal Reserve's Beth Hammack stated that low-income workers initially responded to economic pressure by downgrading consumption, and are now beginning to weigh which bills to pay.
The Federal Reserve's Beth Hammack stated that low-income workers initially responded to economic pressure by downgrading consumption, and are now beginning to weigh which bills to pay.
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Fed's Hammack: The question for the Fed now is how fast to make policy more restrictive
Fed's Hammack: The question for the Fed now is how fast to make policy more restrictive
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The Federal Reserve's Hammack stated that higher interest rates would not deter hyperscale companies but could impact firms in other sectors.
The Federal Reserve's Hammack stated that higher interest rates would not deter hyperscale companies but could impact firms in other sectors.
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Fed's Hammack: Hearing "Early Warning Signs" of a Possible Problem with Inflation Expectations
Fed's Hammack: Hearing "Early Warning Signs" of a Possible Problem with Inflation Expectations
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The Federal Reserve's Hammack believes the neutral rate may be higher, but 3% mortgage rates could signal economic distress.
The Federal Reserve's Hammack believes the neutral rate may be higher, but 3% mortgage rates could signal economic distress.
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FED'S HAMMACK: TREASURY RATES RIGHT NOW ARE "MODEST" BY HISTORIC STANDARDS
FED'S HAMMACK: TREASURY RATES RIGHT NOW ARE "MODEST" BY HISTORIC STANDARDS
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The Federal Reserve and JPMorgan Chase data show wealth growth among older Americans, which could support consumer spending.
Wealth among older Americans (baby boomers) has grown, and they are withdrawing more money from investments, which could help support current strong consumer spending, according to data from the Feder
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Silicon Valley startup WindBorne wins US Air Force contract worth up to $49 million for its weather balloon data
Silicon Valley startup WindBorne wins US Air Force contract worth up to $49 million for its weather balloon data
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Meta debuts Muse Wonder AI model, requiring paid subscriptions for access
Meta debuted its latest artificial intelligence model, Muse Wonder, which it claims is its most advanced option for powering digital assistants. However, users will need to sign up for a monthly subsc
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Elon Musk reposts his earlier tweet, reiterating that China's manufacturing scale often surpasses the rest of the world combined, citing lithium batteries and solar as examples.
Elon Musk reposts his earlier tweet, reiterating that China's manufacturing scale often surpasses the rest of the world combined, citing lithium batteries and solar as examples. He noted that SpaceX i
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Unexploded Ordnance Blast Kills Teen, Injures 20 in Northern Israel
A 15-year-old was killed and about 20 others were injured in an unexploded ordnance blast in northern Israel, Al Jazeera reported. The explosion occurred while a group of students were on a school tri
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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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End of the USDT "Black Box" Era? Tether Undergoes First Four Audits, $184 Billion Reserves Unveiled
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A Guide to Major Global Cryptocurrency Exchanges: Overview and Selection
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LUNA and LUNC Burning Mechanisms and Latest Developments: An Analysis of the Dual-Token Status in the Terra Ecosystem
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ShapeShift FOX Token: Value and Long-Term Outlook Analysis
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XQR Coin: Qredit Project Status and Future Prospects Analysis
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OKT Coin: Issuance, Use, and Market Performance of OKT Chain's Native Token
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METANO Token: An Analysis of the ERC-20 Token's Status Under the Space Exploration Narrative
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What are AE coin's microblocks? An analysis of their working principles and advantages.
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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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CAKE Token Analysis: The Current State of PancakeSwap's Core Functional Token
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