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Macro
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Oil prices surge past $108, Brent crude hits $108.88/barrel, as Saudi pipeline shutdown, Houthi attacks and Libya disruptions fuel supply fears
Brent crude climbed 3% to $108.88 per barrel and U.S. West Texas Intermediate (WTI) rose 4.7% to $106.12 per barrel on Tuesday. The rally is driven by continued uncertainty over the reopening of Saudi
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Jim Cramer suggests SpaceX should acquire Tesla, citing Tesla's 19.97% year-to-date decline and high P/E ratio
Cramer made the suggestion on Monday night, noting Tesla's stock was trading near $360, down 19.97% year-to-date, with a P/E ratio around 374. He stated, "SpaceX has to buy it. Period. End of story."
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Forgent Power Solutions (NYSE:FPS) Q4 revenue surged 94% to $462M, with record $3B backlog; forecasts FY27 revenue of $2.4B-$2.6B
The company reported full-year fiscal 2026 revenue increased 89% to $1.42 billion and adjusted EBITDA rose 91% to $323 million. Forgent is expanding its modular Powertrain Solutions capacity in Tijuan
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AI stocks rebounded on Tuesday, with one analyst reporting no signs of a spending slowdown.
AI stocks previously sold off on Monday due to market concerns that major model creators would adopt a more cautious approach to AI development and spending. The analyst noted that clients are signing
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RBC Capital Markets Initiates Coverage on Dell Technologies (DELL) with Outperform Rating and $640 Price Target
RBC Capital Markets initiated coverage on Dell Technologies (DELL) with an Outperform rating and a $640 price target, citing the company's strong position to benefit from a multi-year AI infrastructur
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Analysts continue to increase their holdings in Qualcomm (QCOM), optimistic about the strong growth of its non-handset businesses, such as automotive and data centers, and its substantial capital returns.
Qualcomm's automotive business revenue increased by 61% year-over-year. Management raised the annualized run rate target for the automotive business to approximately $7 billion by fiscal year 2026. CE
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Haaretz reports: Israeli influence experts and former Mossad officials secretly planned anti-Qatar propaganda campaign
Israeli newspaper *Haaretz* revealed that in the weeks following the October 7, 2023 Hamas attack, a group of Israeli influence experts and political consultants secretly planned a propaganda campaign
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MarketWatch analysis: The Fed faces a decision on whether the two-decade era of low interest rates is over
Global bond yields are touching multiyear highs, and as the Federal Reserve meets this week to set interest-rate policy, officials will have to discuss whether this is a repricing back to pre-2007/08
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US Treasury Secretary Bessent Defends Treasury's Bond Market Intervention
US Representative Jim Himes (D-CT) questioned Secretary Bessent about the Treasury’s recent intervention in the bond market, arguing that the government’s actions distort free markets.
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NVIDIA Showcases Vera Rubin and DSX Platform Advancements, Boosting AI Factory GPU Capacity by Up to 40% and Performance-Per-Watt by 23%
At the AI Infra Summit, NVIDIA highlighted new collaborations, including Amazon's Annapurna Labs working on NVHBM custom high-bandwidth memory technology and d-Matrix integrating NVLink Fusion with Ra
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US 20-year bond auction draws 5.420% yield, higher than pre-sale when-issued yield of 5.400%
US 20-year bond auction draws 5.420% yield, higher than pre-sale when-issued yield of 5.400%
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Alluvium Asset Management: H&R Block (HRB) Q2 Returns 21.3%, Management States They Are Using AI to Build Better Products Rather Than Be Replaced
Alluvium Asset Management noted in its Q2 2026 investor letter that H&R Block management stated during their earnings call in early May that the company is using AI to build better products, rather th
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Pentagon watchdog warns of munitions ‘shortfall’ after US spent $22bn on ordnance in first four months of Iran war
A Pentagon inspector general warned of “industrial base bottlenecks” after the US military spent $22 billion on ordnance in the first four months of the Iran war, leading to a munitions shortfall.
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CNBC Analysis: Soaring US Treasury Yields Unsettle Investors, But Market May Be Nearing "Escape Velocity"
CNBC analysis indicates that market sentiment was rattled as the 10-year U.S. Treasury yield surpassed 5% on Tuesday, reaching a new high since 2007. However, the surge from zero rates since the pande
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Malware-infected USBs used by Japan's Ground Self-Defense Force were improperly procured, connecting to at least 50 classified PCs
Officials revealed on Tuesday the results of an investigation, stating that USB flash drives infected with malware were used on classified systems after being brought in by personnel without proper pr
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Venezuela's central bank moves to squeeze liquidity to support bolivar ahead of expected spending boost
Venezuela's central bank moves to squeeze liquidity to support bolivar ahead of expected spending boost
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White House: Stablecoin Yield Ban Would Boost Bank Lending by Just 0.02%
The White House, in an update to an April analysis by the Council of Economic Advisers (CEA), stated that eliminating stablecoin yield would increase bank lending by approximately $2.1 billion under i
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Alluvium Asset Management in its Q2 2026 investor letter disclosed a new position in Copart (CPRT), despite long-term autonomous driving risks
The asset management company highlighted Copart, an online vehicle auction and remarketing services company, noting its growth from a salvage yard to a technology platform. Alluvium acknowledged the p
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Bernstein warns of AI slowdown, names CoreWeave as clear loser with Underperform rating and $74 price target
Bernstein analysts issued a warning about a potential AI slowdown, identifying cloud provider CoreWeave Inc. (CRWV) as the stock most vulnerable. CoreWeave shares fell about 8% on September 14, closin
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Analyst: Corporate Earnings Resilience Is the Top Reason to Buy and Hold Vanguard Total Stock Market ETF (VTI)
The analyst noted that despite persistent inflation, rising Treasury yields, and a 90% probability of a Federal Reserve rate hike this week, corporate earnings have shown significant resilience and ar
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Novo Nordisk's Wegovy shows positive results in child obesity trial, but market adoption faces hurdles; shares down 17% over past year
Novo Nordisk's (NYSE:NVO) Phase 3 STEP Young trial for its obesity drug semaglutide (Wegovy) showed positive results in children aged six to under twelve, with a meaningful share moving below the clin
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Alec Litowitz, founder of the hedge fund, advises investors to prioritize adaptability over always being right.
Magnetar Capital founder Alec Litowitz, an early investor in SpaceX and CoreWeave, advises investors to prioritize adaptability over always trying to be right in today's uncertain world, according to
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Maduro Fixer Saab Pleads Guilty in US Money-Laundering Case
Maduro Fixer Saab Pleads Guilty in US Money-Laundering Case
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Iran's foreign minister claims hundreds of U.S. military sites hit and dozens of aircraft damaged
Iran's foreign minister rejected claims that Iran is defenseless, asserting that these figures were based on Pentagon information and that Tehran will disclose additional details "in due course." The
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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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AI safety evaluation bodies are under scrutiny, as OpenAI's dismissal of employees raises concerns about their independence.
As the debate over AI safety intensifies, third-party evaluation organizations such as Model Evaluation and Threat Research (METR) and Apollo Research are gaining increasing attention. Major AI compan
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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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