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Macro
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AMD's Q2 Data Center Revenue Surges 107% to $6.72B, Securing Multi-Gen AI Deals with OpenAI & Meta, While Intel's Foundry Posts $2.1B Loss
AMD's Data Center segment revenue reached $6.72 billion in Q2 2026, marking a 107% year-over-year increase, driven by strong demand for EPYC and Instinct products. The company also secured multi-gener
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Bloomberg announced a roughly 3% increase in terminal subscription prices, effective January 1, 2027.
Bloomberg terminals will see a price hike of approximately 3% starting January 1, 2027, according to an email sent to clients on Monday. Monthly fees will increase by $140 per terminal for multi-licen
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UK FCA bans former law firm owner Nurul Miah from financial services over £28m client money misuse
The UK Financial Conduct Authority (FCA) has banned Nurul Miah, also known as Neil Mia and Neil Miah, from working in financial services. The ban follows findings by the Solicitors Regulation Authorit
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Gold prices hit multi-week lows, opening at $4340.30 per ounce on Tuesday ET, as U.S. Treasury yields rose to their highest level since 2007.
Gold futures opened at $4340.30 per ounce on Tuesday, down 0.3% from Monday's close, and further declined to $4315.30 during the session. Meanwhile, the 10-year U.S. Treasury yield rose to its highest
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Zscaler's revenue growth is projected at 25% for fiscal year 2026, but its guidance for fiscal year 2027 indicates a slowdown to 16.6%-17.5%.
Cloud security company Zscaler (Nasdaq: ZS) reported Q4 FY2026 revenue of $898 million, with full-year revenue up 25% year-over-year, and total annual recurring revenue (ARR) reaching $3.8 billion. Ma
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JPMorgan Chase is optimistic about AI-driven cybersecurity demand, anticipating an accelerated release by 2027, with the total market size potentially exceeding $430 billion over three years.
JPMorgan Chase's latest report indicates that AI is transforming cybersecurity from an "optional investment" to a "mandatory expenditure," as AI lowers the barrier to attacks and shortens the time to
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CNBC survey: Majority of respondents now forecast the Fed will hike rates at least twice over the next year
The survey indicates a significant shift from last month, when only 46% expected a hike. Approximately three quarters of respondents believe the inflation problem is broader than just energy prices, w
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Wrise Prestige to open AI lab in Guangzhou next month, investing HK$30 million in AI development
Wealth management provider Wrise Prestige, headquartered in Singapore, is accelerating its expansion into mainland China. The firm plans to open an AI laboratory in Guangzhou next month to house its t
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AI scammers are targeting widows by scouring obituaries, with one victim losing $7,000 after being told her late husband evaded taxes
According to USA Today, fraudsters are leveraging artificial intelligence to identify vulnerable individuals from obituaries, creating convincing scam narratives. In one instance, a widow lost $7,000
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Alex Tapscott, CEO of CMCC Global Capital Markets, believes banks could be the biggest winners from the regulatory clarity provided by the Clarity Act.
Alex Tapscott, CEO of CMCC Global Capital Markets, believes banks could be the biggest winners from the regulatory clarity provided by the Clarity Act.
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Agility Robotics says it has solved factory robots' safety threat to human workers, devising humanoids that can work safely alongside real humans.
Agility Robotics says it has solved factory robots' safety threat to human workers, devising humanoids that can work safely alongside real humans.
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Jewelry sales continue to heat up, with Gen Z seeking "small but certain happiness" style jewelry, and the ultra-rich favoring large gold ornaments.
MarketWatch reported that jewelry sales are heating up, with Gen Z consumers tending to buy "small luxuries" in jewelry, while the ultra-wealthy prefer larger gold pieces. A Kohl's executive recently
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Daniel Pinto, CEO of Corient EMEA: Claims of an AI slowdown are "more PR than substance."
Daniel Pinto, CEO of EMEA at wealth management firm Corient, stated that discussions about a slowdown in AI development are "more PR than substance," as U.S. tech companies are competing with each oth
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Bond Selloff May Be ‘Nearing the End,’ Says JPM’s Misra
Priya Misra, portfolio manager at JPMorgan Asset Management, explained the factors that could bring an end to the selloff in bonds, but cautioned that “there’s a bunch of things that have to happen, s
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Southeast Asian ride-hailing giant Grab has agreed to acquire a 60% majority stake in SoftBank-backed fintech firm Atome Financial for approximately $1.49 billion in cash.
Southeast Asian ride-hailing giant Grab has agreed to acquire a 60% majority stake in SoftBank-backed fintech firm Atome Financial for approximately $1.49 billion in cash.
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KKR's private high-grade debt transactions surged to $80 billion this year.
KKR & Co. has doubled the size of its private investment-grade financings this year, reflecting growing corporate demand for flexible borrowing options.
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Morgan Stanley Portfolio Managers: Distressed Debt and Frontier Local-Market Investing Drive Bond Fund Returns
A fixed-income team at Morgan Stanley states that investing in distressed debt and frontier local-market bonds has helped their fund achieve solid returns. They note that with 10-year U.S. Treasury yi
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Bank of America: Google's August Search Traffic Stable Amid AI Competition, But Monetization Concerns Rise as Zero-Click Searches Increase
Bank of America analyst Justin Post noted that Google's global search traffic remained resilient in August, with average daily web visits rising 3% year over year to 2.8 billion. This stability comes
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Legendary investor Paul Tudor Jones warns investors could face 'negative 10-year returns' for S&P 500
Jones points to the U.S. stock market capitalization currently at 252% of GDP and the S&P 500's price-to-earnings (PE) ratio of 22, historically implying negative 10-year forward returns. He also high
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Buffett's favorite market indicator, the "Buffett Indicator," has risen to 244%, reaching a new high since the dot-com bubble in 1999.
The indicator measures the ratio of the total market capitalization of the U.S. stock market to the U.S. GDP. Warren Buffett once stated that when this indicator approaches 200%, investors are "playin
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Battered 50-Cent Long Bonds Lure Niche Fund in High-Risk Gambit
At a time when investors are dumping long-term debt, one fund manager is not only going the other way, but is actively hunting for the most beaten-down of the bunch.
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The Wall Street Journal: Stock Investors Should "Expect Rate Hikes" as AI Sparks Market Caution
A Wall Street Journal analysis suggests that despite the AI boom sparking market caution, leading to widespread stock declines and rising bond yields, investors should still support interest rate hike
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The U.S. Treasury will auction $13 billion in 20-year bonds today, and the first day of the FOMC meeting will convene.
Today's 20-year Treasury re-opening is the largest market test within the fixed-income segment. Given that long-term yields are already elevated, demand at this auction will significantly impact the m
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Morgan Stanley Direct Lending (MSDL) maintains $0.45/share dividend despite Q2 net investment income slipping to $0.45 from $0.47
Morgan Stanley Direct Lending Fund (MSDL) reported Q2 financial results on August 6, with its board keeping the regular dividend at $0.45 per share. This payout matched the net investment income of $0
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Trump's new press secretary Zacharia to hold a news conference on Tuesday
Trump's new press secretary Zacharia to hold a news conference on Tuesday
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Trump's Diesel Deal with Russia Faces Republican Opposition
According to the Financial Times, a diesel deal reached between former US President Donald Trump and Russian President Vladimir Putin has met with bipartisan opposition from lawmakers. Lawmakers state
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Human Rights Group: Airstrike on Egypt-Sudan Border Kills at Least 72 Gold Miners; Neither Country Comments
Emergency Lawyers, a human rights organization based in Khartoum, Sudan, stated that a jet attack on civilians engaged in artisanal gold mining in Sudan's River Nile State on Saturday killed at least
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Nikkei: Investors Bet on Japanese and Australian Rental Housing Markets Amid Rising Interest Rates and Home Prices
Nikkei reports that investors are betting on the rental housing markets in Japan and Australia as interest rates and home prices rise. In Tokyo, young homebuyers face a difficult choice: either purcha
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Former iPhone display plant in Japan to pivot to chip supply chain
Japan Display Inc.'s (JDI) Mobara factory, which once produced LCDs for iPhones, will be reborn under its fifth owner, Shinko Electric, to manufacture package substrates for the chip supply chain. Thi
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Witkoff and Kushner's trip to Moscow put on hold, Axios reports
Witkoff and Kushner's trip to Moscow put on hold, Axios reports
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Musk reposts NASA Administrator's tweet: U.S. President sets space missions including returning to the moon and establishing a lunar base.
Musk retweeted a post from the NASA Administrator, who stated that under the mission set by the U.S. President, NASA will return to the Moon, establish a lunar base, pioneer nuclear space flight, adva
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Trump says Russia and Ukraine have agreed to an "energy ceasefire," while Zelenskyy states he is awaiting details from the US.
Former U.S. President Donald Trump stated on social media that Russia and Ukraine have agreed to an "energy ceasefire," effective immediately. However, it remains unclear whether both sides have reach
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Trump calls for Zelenskyy's removal, accusing him of impeding a US-negotiated ceasefire and prolonging the war
US President Donald Trump called for Ukrainian President Volodymyr Zelenskyy to be replaced, accusing the government in Kyiv of impeding a US-negotiated ceasefire. Trump stated on Saturday that Zelens
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Canadian PM's office condemns Trump's Russian diesel agreement, stating it opposes efforts for peace and stability in Europe
The office of Canadian Prime Minister Mark Carney issued a statement condemning President Trump's agreement with Russia to provide diesel to the global marketplace. Carney's office stated that the agr
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Republican Senator Tillis says Trump's diesel agreement with Russia may be illegal, citing potential violation of congressional law
US Republican Senator Thom Tillis questioned the legality of President Donald Trump's decision to temporarily relax sanctions on Russian diesel, stating in a Sunday interview that the sanctions relief
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Trump's Russia Diesel Deal Sparks GOP Backlash, Senator Tillis Warns of Potential Illegality, While Treasury Secretary Scott Bessent Defends It
Republican Senator Thom Tillis warns that Trump's Russian diesel deal could be illegal and endanger American lives. Meanwhile, US Treasury Secretary Scott Bessent defends the agreement, while Canada c
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Bond Selloff May Mean Fewer Rate Hikes From Global Central Banks, Bloomberg Analysis Shows
Bond markets are starting to do some of the lifting for central banks around the world by pushing up borrowing costs themselves, potentially reducing the number of benchmark interest-rate hikes needed
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US Bond Traders Await CPI, Warsh For Insight on Fed’s Rate Path
US Bond Traders Await CPI, Warsh For Insight on Fed’s Rate Path
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The U.S. Department of Justice has launched an antitrust investigation into the White House Television Correspondents Association.
The U.S. Department of Justice announced it is reviewing whether the White House Television News Corps' decision to suspend coverage of President Trump violates the Sherman Act. This move is the lates
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IMF-World Bank meetings in Bangkok to be dominated by US-Israel war on Iran and high global debt
Finance officials from around the world are gathering in Bangkok this week for the annual meetings of the International Monetary Fund (IMF) and World Bank. The US-Israel war on Iran, now in its eighth
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Pentagon and Toyota-backed startup Hertha Metals builds Texas plant to reduce U.S. reliance on Chinese rare earth magnet materials.
Pentagon and Toyota-backed startup Hertha Metals builds Texas plant to reduce U.S. reliance on Chinese rare earth magnet materials.
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The U.S. Supreme Court has not yet decided whether to hear the prediction market case, but has received multiple amicus curiae briefs.
The U.S. Supreme Court has not yet decided whether to hear cases surrounding prediction markets, but has received multiple amicus curiae briefs, an interim final rule, and a proposed rule. Last week,
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US threatens to block arms for Ukraine
The US is threatening to block arms shipments to Ukraine over its attacks on Russian refineries. This follows US officials lobbying European capitals and Kyiv after Trump's diesel deal with Putin.
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BP and other oil majors withdraw from Riyadh energy conference after missile attack on airport kills 12.
BP and other oil majors withdraw from Riyadh energy conference after missile attack on airport kills 12.
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Analysis: US "Digital Asset Market Clarity Act" Fails to Pass, Pot Accelerate Crypto Innovation and Solidify Position of Existing Enterprises
CoinDesk analysis indicates that the failure of the U.S. "Digital Asset Market Clarity Act" to pass the Senate shifts the focus of crypto regulation to the Securities and Exchange Commission (SEC) and
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Nikkei Asia: Spot Brent Crude Oil Prices Hit Record Highs Due to Supply Disruptions in the Strait of Hormuz
Nikkei Asia reported that spot crude oil prices reached new highs due to rising premiums buyers were willing to pay amid supply disruptions in the Strait of Hormuz. The spread between spot crude oil p
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Trump says Ukraine and Russia have agreed to 'energy ceasefire'
US President Donald Trump stated that Russia and Ukraine have agreed to an "energy ceasefire" in their conflict, effective immediately. Neither Kyiv nor Moscow has yet commented on this assertion. Tru
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UK Labour's Shadow Home Secretary, Andy Burnham, stated that Russia "interfered" in the 2016 Brexit referendum.
Andy Burnham, the UK Labour Party's Shadow Home Secretary, stated that Russia "interfered" in the 2016 Brexit referendum. He called on European voters to better understand interventions aimed at under
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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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Robot baristas and K-pop dancers lead South Korea's physical AI boom
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Goldman Sachs Strategists: Expect AI capital expenditure growth to slow in 2027, with earnings growth decelerating from 30% at that time.
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Lookonchain: An anonymous trader gained over $1.05M in unrealized profit from a $2.9M STRK long position opened yesterday
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Solidigm, a subsidiary of South Korean company SK Hynix, may list in the U.S. with a valuation of up to $150 billion.
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Goldman Sachs Analysts: US Stock Bull Market "Only Has One Trade Left" – AI, Market Concentration Risk Intensifies
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Al Jazeera Analysis: Gaza War Driving Israeli Politics Rightward, Extreme Rhetoric Increasing Ahead of Elections
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London copper futures closed at $14,622 per ton on Friday, near historical highs; UBS reiterated its bullish stance, while JPMorgan Chase warned that strikes at Chilean copper mines could lead to production cuts.
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Goldman Sachs Strategists: U.S. Stock Market Breadth Narrowest Since Dot-Com Bubble, But Expect Market to Rise by Year-End
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Foreign ownership of Samsung Electronics falls to 18-year low of 46.37%, SK Hynix holdings also drop below 50%
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NVIDIA is in talks to acquire U.S. AI startup Reflection AI, valued at $25 billion.
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