Macro
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TSMC co-COO Mii said on Tuesday that AI is a "three-year-old Superman," expressing concerns about its limited role in semiconductor R&D and potential data leaks.
TSMC co-chief operating officer Y.J. Mii said on Tuesday that the company is particularly cautious when using AI to process sensitive R&D information, comparing AI to "a three-year-old Superman" – ver
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Micron Technology has launched the world's first 512GB DDR5 RDIMM memory module, enabling single-server capacity to exceed 12TB and reducing power consumption by over 60%.
Micron Technology announced on September 15 that it has successfully completed the demonstration and validation of the world's first 512GB DDR5 RDIMM memory module, and has tested it on multiple serve
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Waymo to deploy driverless robotaxis in Tokyo next year
Waymo, a U.S. company, plans to launch commercial driverless taxi services in Tokyo next year, marking a potential leap forward for autonomous driving in Japan. The company had previously been expecte
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Reuters: France to back Klaas Knot for ECB President if French candidate gets Chief Economist role
France would support former Dutch central-bank chief Klaas Knot to succeed Christine Lagarde as ECB president, provided a French candidate receives the powerful chief economist role. The proposal repo
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Analysts believe Broadcom is poised to reach a market capitalization of $2.6 trillion by 2027, joining a new echelon of the "trillion-dollar club."
Analysis indicates that despite Broadcom's stock price falling 17% in the past month, its Q3 AI semiconductor revenue surged 221% year-over-year to $16.7 billion. CEO Hock Tan projects AI semiconducto
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Medicare's AI pilot for claims approval leads to 'alarmingly high denial rates' and delayed decisions
The pilot program, named the Wasteful and Inappropriate Service Reduction (WISeR) model, aims to cut costs and ease administrative burdens. It is slated to run through the end of 2031 in six states.
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Auxier Asset Management: Caterpillar (CAT) benefits from AI infrastructure buildout, driving strong industrial sector performance
In its Q2 2026 investor letter, Auxier Asset Management highlighted that the industrial sector was the strongest performing during the quarter. The firm noted that tech-facing industrial players, incl
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Auxier Asset Management noted that Gates Industrial (GTES) will benefit from the growth in the artificial intelligence sector, citing increasing demand for power generation and cooling capacity in data centers.
Auxier Asset Management noted in its Q2 2026 investor letter that Gates Industrial Corporation Ltd. (NYSE:GTES), a leading manufacturer of engineered power transmission and fluid power solutions, indi
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International IDEA report warns US democratic decline threatens global rule of law, with nearly half of its democracy indicators at 50-year lows
The International Institute for Democracy and Electoral Assistance (International IDEA) released a report on Tuesday, stating that the US is accelerating the global weakening of the rule of law. The s
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Skyworks rose 11%, Qorvo rose 7%, and Qualcomm rose 4%, with smartphone chip stocks bucking the trend to rise.
Skyworks Solutions (SWKS) surged 11%, Qorvo (QRVO) rose 7%, and Qualcomm (QCOM) climbed 4%, even as major tech stocks broadly declined. This rally was primarily driven by factors related to mobile rad
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Bessent: Gas prices are lower than they were under Biden
Bessent: Gas prices are lower than they were under Biden
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Agility Robotics Unveils Digit 5 Humanoid Robot Designed to Work Safely With People
The new humanoid is built to take on more complex warehouse and manufacturing tasks without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson noted that AI can accel
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US Treasury Secretary Bessent: The need to address deficit is one factor affecting 10-year Treasury bond yield
US Treasury Secretary Bessent: The need to address deficit is one factor affecting 10-year Treasury bond yield
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Glencore Accuses Radiant World of Sending Falsified Invoices to Lenders
Glencore Plc accused iron ore trader Radiant World of sending falsified invoices to "a number of financial institutions," marking the latest in a series of fraud allegations against the company.
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US Treasury Secretary Bessent: The US Treasury can signal support to Japanese policy with a symbolic amount.
US Treasury Secretary Bessent: The US Treasury can signal support to Japanese policy with a symbolic amount.
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Russian Urals crude oil premiums in India surged to $8/barrel, a new high since May, due to tightening supply from the Middle East.
Indian and Chinese refiners are turning to Russian crude purchases due to supply disruptions in the Middle East, while exports from Russia's Novorossiysk port remain restricted. The reduction in alter
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OpenAI, Anthropic, and Google DeepMind have been negotiating for weeks on AI safety issues, while the Trump team dismisses safety concerns.
OpenAI's Global Policy Head, Chris Lehane, confirmed to reporters on Tuesday that the company has been in talks with rivals Anthropic and Google DeepMind for several weeks regarding AI safety. This fo
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White House Announcement: One year after the Trump Administration established the Memphis Safety Task Force, the city's overall crime rate has decreased by nearly 36%, and the murder rate has dropped by 36%.
The White House announced that the Trump administration established the Memphis Safety Task Force a year ago to coordinate over 30 federal, state, and local agencies in combating crime. As of Septembe
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Al Jazeera analysis: China does not need to replace the US in the Gulf, can gain leverage through trade and technology
The analysis suggests that China's growing influence in the Gulf region is primarily driven by economic leverage through trade and technology, rather than military overreach. It notes that China benef
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U.S. billionaire Robert Kraft confirmed he pressured Ed Sheeran to cancel rapper Macklemore's U.S. tour due to Macklemore's pro-Palestinian remarks.
Kraft, owner of Gillette Stadium, stated that Macklemore, who was scheduled to open for Ed Sheeran's U.S. tour at the stadium in late September, would not be allowed to perform due to "broader antisem
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Al Jazeera opinion piece calls for Canada, UK, Australia to investigate WCK attack in Gaza after Israeli army declines criminal probe
A commentator for Al Jazeera argues that Canada, the UK, and Australia should launch their own criminal investigations into the 2024 drone strikes that killed seven World Central Kitchen (WCK) humanit
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Fidelity Dividend Growth Fund Q2 investor letter: Unowned AMD was largest relative detractor, surging 186% in the quarter
Fidelity Dividend Growth Fund stated in its second-quarter 2026 investor letter that Advanced Micro Devices (AMD) was its largest relative detractor, as the fund did not own the stock while it surged
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IEA Slashes 2026 Global Oil Demand Forecast to 2.5M BPD Decline, Second-Worst in 60 Years, Citing Iran War
The International Energy Agency (IEA) in its September report revised its outlook by more than 3 million barrels per day in eight months. The agency now projects worldwide consumption will fall by 2.5
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Yahoo Finance Analysis: Despite Boeing's nearly $89.5 billion in revenue and profitability in fiscal year 2025, it still faces massive debt; meanwhile, Rocket Lab generated nearly $601.8 million in revenue with widening losses, but analysts believe its growth potential makes it a better investment choice.
Yahoo Finance published an analysis article stating that Boeing's revenue in fiscal year 2025 was nearly $89.5 billion, a year-over-year increase of approximately 34.5%, with a net profit of about $2.
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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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Saudi Arabia's Main Riyadh Airport Attacked Again
Saudi Arabia-led coalition forces in Yemen reported that the kingdom’s main Riyadh airport was hit by an unknown projectile on Sunday, causing a fire.
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Zelenskiy says Trump's ceasefire announcement was news to him, adds Ukraine will agree to energy ceasefire if Russia does
Ukrainian President Volodymyr Zelenskiy stated that former U.S. President Donald Trump's announcement of a ceasefire between Russia and Ukraine was news to him, according to Axios. Zelenskiy further a
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Fed's Hammack prefers smaller, more frequent rate hikes; says higher yields are "absolutely not" a substitute for Fed action
Federal Reserve official Beth Hammack, cited by Nick Timiraos, stated her preference for "smaller, more frequent" rate increases to avoid larger hikes later. She noted her neutral-rate estimate is amo
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Nick Timiraos shares view: Rate hikes may curb other firms' expansion, easing supply pressure on data centers
Nick Timiraos shares view: Rate hikes may curb other firms' expansion, easing supply pressure on data centers
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Fed official Beth Hammack heard at industrial-hardware maker Jergens that price has fallen to third in importance on customers' lists, behind quality and speed.
Fed official Beth Hammack heard at industrial-hardware maker Jergens that price has fallen to third in importance on customers' lists, behind quality and speed.
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Trump announces Russia-Ukraine energy ceasefire
Trump announced an energy ceasefire in the war between Russia and Ukraine, effective immediately, stating that both parties have agreed to halt attacks on energy infrastructure. Moscow and Kyiv have y
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Trump calls for Zelenskyy's resignation, blaming him for rising diesel prices; Zelenskyy responds, vowing to continue strikes on Russian oil refineries
Former U.S. President Donald Trump on Saturday called for Ukrainian President Volodymyr Zelenskyy to step down, accusing him of causing diesel prices to rise due to attacks on Russian oil refineries,
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Trump Says Russia and Ukraine Agreed to Energy Ceasefire
President Donald Trump said Sunday that Russia and Ukraine have agreed to an “energy ceasefire” effective immediately.
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Trump announced a Russia-Ukraine energy ceasefire, stating that both sides have agreed to immediately halt attacks on energy infrastructure.
Donald Trump announced a ceasefire on energy attacks between Russia and Ukraine, stating that both sides have agreed to immediately cease strikes on energy infrastructure, emphasizing, "Both sides hav
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Cleveland Fed official Beth Hammack stated that corporate pricing power and economic resilience indicate interest rates are not restrictive enough to curb inflation.
Cleveland Fed official Beth Hammack stated that corporate pricing power and economic resilience indicate interest rates are not restrictive enough to curb inflation.
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Al Jazeera: Israel installs three new iron gates in Hebron's Old City, intensifying restrictions on Palestinian residents
Al Jazeera reported that Israeli authorities recently installed three new iron gates in Hebron's Old City, further intensifying restrictions on the movement of local Palestinian residents. The report
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Tech Earnings, Fed Meeting, and US Midterm Elections Set to Impact Hedge Funds' Dispersion Trades
Equity option traders are looking for the market to break out of its inertia as these events converge. For hedge funds employing dispersion strategies, which involve offsetting long single-stock volat
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Analyst Kibar: Bitcoin Faces "Hard Retest" at $82,800, Insufficient Global Liquidity Is the Main Reason
Technical analyst Aksel Kibar noted that after a strong autumn rally, Bitcoin entered a "hard retest" phase around $82,800, where the price pulls back to previously broken levels to confirm buyer stre
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Bessent stated that the Trump administration's Russian diesel deal would proceed, with existing legal authority sufficient to address legal challenges, and would help lower US diesel prices.
Bessent stated that the Trump administration's Russian diesel deal would proceed, with existing legal authority sufficient to address legal challenges, and would help lower US diesel prices.
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U.S. software developer job postings rise nearly 15% since early 2025, but growth is concentrated in senior and AI roles
Despite AI automating more coding tasks and entry-level hiring weakening, U.S. software development job postings have risen nearly 15% since February 2025. This rebound is primarily driven by senior-l
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Ukraine strikes Russian tech giant Yandex's data center for third time this week, forcing operations suspension; Trump calls for new Ukrainian president
Ukraine launched a drone strike on a Yandex data center near Moscow on Sunday, damaging the facility and forcing the Russian tech giant to suspend its operations. This marks the third attack on Yandex
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Apple CEO Tim Cook has begun his third trip to China this year, stating a willingness to expand smart manufacturing and sales channel layouts.
Apple CEO Tim Cook met with Guangdong Governor Wang Weizhong on Sunday, stating Apple's willingness to expand its presence in smart manufacturing and sales channels. This visit follows the release of
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Polish police probe alleged plot to assassinate PM Tusk, defence minister
Polish police have received information about a possible plot to assassinate Prime Minister Donald Tusk and Defence Minister Wladyslaw Kosiniak-Kamysz. The Interior Ministry has ordered action to be t
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BBC Analysis: Houthi Attack on Riyadh Airport Damages Saudi Arabia's Reputation for Stability, Increases Red Sea Shipping Risks
The BBC analysis indicates that Houthi rebels have recently escalated attacks on Saudi Arabia, particularly Saturday's strike on King Khalid International Airport in Riyadh. While physical damage can
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Analyst: Emerging Markets Better Equipped to Handle European Debt Turmoil
Analysts point out that while the Eurozone debt crisis 15 years ago caused significant volatility in emerging market bonds and currencies, emerging markets are now better equipped to withstand any rep
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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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USDT Tether: Wallet Address Lookup and Official Wallet Usage Guide
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2GIVE Coin Status Analysis: Extremely Low Market Activity, Investment Prospects Questioned
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AltLayer (ALT) Project Analysis and Current Status
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NGOT Analysis: Positioning, Total Supply, and Market Status
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GXC Token Has Transformed into REI Network: Trading Status and REI Token Buying and Selling Guide
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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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CIRQ Coin Analysis: Distinguishing Cirquity Token from the Quantum Computing Framework
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How is TFUEL performing? What are the future development prospects for TFUEL?
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