Macro
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Chinese Defense Minister Dong Jun warned countries to stop provocations, called for shared security governance and military cooperation, and cautioned against the resurgence of hegemonism and historical revisionism, in a speech at the opening ceremony of the Xiangshan Forum in Beijing. The speech did not name the US or Japan.
Dong Jun spoke on Wednesday at the opening ceremony of the 13th Beijing Xiangshan Forum, urging a more inclusive approach to international tensions and proposing deeper military cooperation and a shar
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JPMorgan Strategist Rasid: Inflation Data and Rising Yields Point to Fed Rate Hike
JPMorgan Global Market Strategist Raisah Rasid stated that incoming economic data and rising Treasury yields indicate the Federal Reserve will hike rates. She advised investors to focus on the 12- to
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Micron Executive Warns: Storage is the AI Performance Bottleneck, Substantial New Capacity Not Expected Until After 2028
Sumit Sadana, Senior Advisor to the CEO of Micron Technology, stated at the Six Five Summit 2026 that memory has become the most critical bottleneck determining AI system performance. He revealed that
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JPMorgan Chase Report: AI hashrate demand fundamentals remain unshaken, with capital expenditure by the seven major cloud vendors projected to increase from $443 billion in 2025 to $1.577 trillion in 2027.
JPMorgan Chase analysts, including Gokul Hariharan, stated in their Asia Tech Strategy report published on September 16 that market concerns about AI infrastructure investment are overblown, and open-
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Hong Kong Chief Executive John Lee unveils city's first-ever five-year plan to align development priorities with Beijing
Hong Kong Chief Executive John Lee unveils city's first-ever five-year plan to align development priorities with Beijing
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Anthropic CEO says he 'didn't appreciate' the speed with which AI's growth would underpin the global economy
His call to slow down AI development previously sent shockwaves in global stock markets, but was supported by other tech leaders who believe better safeguards are needed.
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UK Export Finance plans up to $2.5 billion in financing for Ho Chi Minh City metro extension
UK Export Finance (UKEF), Britain's export credit agency, is planning up to $2.5 billion in financing to help Ho Chi Minh City extend its metro line to Long Thanh International Airport.
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Copper prices stabilized ahead of the Federal Reserve's decision, as the market focused on rising inventories and easing spreads.
Copper futures on the London Metal Exchange edged higher, extending the modest gains from the previous session. Prices had previously reached an all-time high last week, driven by bets on supply tight
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South Korea's Financial Services Commission (FSC) has proposed amending M&A transaction valuation rules, introducing fair value pricing and strengthening procedures.
South Korea's Financial Services Commission (FSC) has proposed revisions to the enforcement rules of the Financial Investment Services and Capital Markets Act (FSCMA) and regulations on securities iss
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Indian bonds face upward pressure as global yields surge and foreign investors withdraw funds; RBI's planned bond sales may add to pressure
Indian bonds are experiencing upward pressure due to a global surge in yields, with foreign investors recently withdrawing significant funds. The Reserve Bank of India's (RBI) planned bond sales are a
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Crypto industry turns to US regulators after CLARITY Act setback, as Senator Tillis moves to reconsider failed vote
The CLARITY Act could still be revived after Senator Thom Tillis moved to reconsider the failed cloture vote, though industry executives are divided over whether Congress has enough time left.
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Intel CEO Pat Gelsinger: We are supporting new specialized chips that can deliver equivalent performance to GPUs at 1/10 to 1/15 the power consumption in specific AI inference scenarios.
Intel CEO Pat Gelsinger recently revealed at an industry summit that Intel is supporting new specialized chips (such as SambaNova, Cerebras) based on dataflow architecture and wafer-scale solutions. I
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Intel CEO Pat Gelsinger: Intel 18A process is in full production, and 14A process will begin production in Q1 next year.
Intel CEO Pat Gelsinger recently confirmed at an industry summit that the company has made significant progress in its process technology, with Intel 18A process now in full mass production and Intel
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Intel CEO Pat Gelsinger: AI Era CPU Demand Far Exceeds Supply, Currently Meeting Only About 50% of Demand from Frontier Customers
Intel CEO Pat Gelsinger recently stated at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel's current supply capacity, and the company can currently onl
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British pharmaceutical giant GSK licenses cancer drug from China's Chimagen Biosciences in deal worth up to $750 million
GSK announced plans on Tuesday to acquire full global rights to a T-cell engager (TCE) from Chengdu-based Chimagen, targeting treatment for multiple myeloma, a type of blood cancer.
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Iraqi PM Zaidi faces struggle to control armed factions after Saudi oil pipeline attack; senior source points to 'splinter' group
A senior Iraqi Interior Ministry source believes a resistance 'splinter' group was responsible for the September 10 drone attack on Saudi Arabia's East-West oil pipeline, which originated from Iraqi t
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Saudi-led coalition intercepts Houthi drone headed for Mecca, warns pilgrim security is 'red line'
Saudi Arabia stated that its air defense forces intercepted and destroyed a drone launched by Yemen's Houthi rebels before it entered the restricted airspace over Mecca on Tuesday evening. The Saudi-l
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HSBC and ICICI Bank become largest lenders to Indian diaspora via FX loans in GIFT City
HSBC Holdings Plc and ICICI Bank Ltd. in India's GIFT City have emerged as the biggest lenders to the vast Indian diaspora through a special foreign-exchange swap program. This development signals the
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US charges five people linked to Russian ‘assassination network’
The indictment marks a rare accusation of alleged Kremlin-backed plots on American soil.
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US and China Discuss Cutting Tariffs on American Energy and Agricultural Products Ahead of Next Week's Leaders' Summit
The discussions aim to solidify prospects for an extension to the US-China trade truce.
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New Zealand dairy farmers face profit squeeze in coming months as a very strong El Niño weather pattern looms
New Zealand dairy farmers face profit squeeze in coming months as a very strong El Niño weather pattern looms
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Chinese commercial rockets have successfully launched 18 Yuanxin satellites for the "Qianfan Constellation" in two consecutive days, marking the first batch deployment of a low-Earth orbit internet constellation.
On September 16, the Gravity-1 Y3 carrier rocket successfully launched eight Qianfan constellation networking satellites into their predetermined orbits. Approximately 16 hours prior, the Zhuque-2 imp
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Israeli soldiers rappel from helicopter in occupied West Bank
Israeli forces rappelled from a helicopter onto the roof of a residential building in Yatta, in the occupied West Bank.
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US CBO report: Iran war to increase inflation by 0.5% in Q1 2027, has cost $38B, and will take up to 5 years to replenish munitions
The nonpartisan Congressional Budget Office (CBO) released a report on Tuesday, finding that the six-month war on Iran has cost $38 billion, with an expected increase of $3 billion per month. The conf
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Houthi militants attacked Riyadh airport in Saudi Arabia, killing 12 and injuring 309. Saudi Arabia vowed retaliation, and the United States is considering joining the strike.
The Saudi-led military coalition announced that a Houthi attack on King Khalid International Airport in Riyadh, the Saudi capital, on Saturday resulted in at least 12 deaths and 309 injuries. Saudi Ar
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Yemeni government airstrikes on the Houthi-controlled capital Sana'a have resulted in civilian casualties.
Al Jazeera reported that Sana'a has been subjected to intense airstrikes, causing civilian casualties, since Rashad al-Alimi, chairman of Yemen's Presidential Leadership Council, announced the "Operat
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Pope Leo, 71, to undergo lung surgery this week after doctors discovered a small growth, with the Vatican expecting approximately one week of recovery
Pope Leo, 71, to undergo lung surgery this week after doctors discovered a small growth, with the Vatican expecting approximately one week of recovery
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Morgan Stanley: US AI Infrastructure Risk Financing to Reach $33.5 Billion in 2026, Doubling from 2025, as Capital Shifts from Single Components to "AI Factory" System Integration
According to Wallstreetcn, citing a recent Morgan Stanley research report, venture funding for US AI infrastructure-related startups reached $33.5 billion in 2026, nearly doubling the total for all of
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Russian tech giant Yandex says its data center in Vladimir is shut down after a drone attack.
Russian tech and AI company Yandex announced that its data center in Vladimir has completely ceased operations after a drone attack. This marks the third attack on a Yandex data center in a week, foll
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Solid-state battery maker ProLogium looks beyond EVs to AI and aerospace, citing slow EV sales and high costs
Taiwan's ProLogium, a solid-state battery maker, is shifting its focus to non-automotive sectors like artificial intelligence and aerospace. The company's CEO stated that half of its future sales are
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Banque du Caire will sell a 30% stake through the Egyptian Exchange, marking Egypt's second major IPO this month.
Banque du Caire will sell a 30% stake through the Egyptian Exchange, marking Egypt's second major IPO this month.
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U.S. Home Sellers Begin Price Concessions, Hurting Builders
U.S. home sellers are starting to make concessions on prices, intensifying competition for buyers and compelling builders like Lennar and KB home to offer more incentives.
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Economists Expect High Bond Yields to Persist, WSJ Quarterly Survey Shows
Economists believe inflation, Federal Reserve interest rate hikes, and debt will keep borrowing costs elevated for longer, according to a quarterly survey by The Wall Street Journal.
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Bank of America Securities: Expects the Bank of Japan's policy rate to rise to 2.00%, and Japanese government bond yields have already exceeded 3%.
Bank of America Securities reports that the Bank of Japan's policy rate is expected to rise from the current 1.25% to 2.00% by the end of 2027. With Japanese government bond yields already above 3%, u
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BofA Securities: Expects UK Government to Announce £8 Billion Tax Hike to Address Fiscal Pressure
BofA Securities expects the UK government to release a relatively conservative Autumn Budget on October 28. To restore fiscal space to approximately £17 billion, the government is anticipated to annou
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Goldman Sachs partner Wilson is bullish on U.S. stocks, but multiple institutions warn of market concentration risk.
Goldman Sachs Partner Mark Wilson maintained a bullish stance on US stocks in his latest report, forecasting that the market still has room to rise before year-end, and advising investors not to fight
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Al Jazeera analysis: Iran war disrupts global energy supply, pushing US strategic reserves to 40-year low
Al Jazeera's visual explainer highlights that the ongoing Iran war has disrupted global energy flows, particularly impacting the Middle East, which is the largest oil-producing region. Key waterways l
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Musk Pledges "Affordable" Starlink Service in India, Intensifying Competition with Ambani
Musk stated that Starlink, SpaceX's satellite internet service, will offer "affordable" pricing in India to challenge the low-cost Reliance Jio, owned by Indian telecom giant Mukesh Ambani. This move
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Musk: Terrafab will "make better chips than anyone else."
Musk stated at the "X Takeover" event on Saturday local time that despite currently having "no idea how to make microchips," he believes his companies will eventually surpass all competitors to produc
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Deutsche Bank's George Saravelos: The market's AI narrative pendulum has "swung too far," and potential issues within the AI ecosystem are the biggest tail risk.
George Saravelos, Global Head of FX Research at Deutsche Bank, noted in a report after client visits that the market narrative on AI has shifted from "AI deflation and controllable US Treasury yields"
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UK Chancellor Healey plans short-term budget giveaways
UK Chancellor of the Exchequer John Healey plans a series of strictly short-term budget giveaways to help British voters with the cost of living, aiming to limit fiscal pain while staying within the c
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Ripple engineer warns of AI threat: XRP Ledger once had a vulnerability that could mint trillions of XRP out of thin air.
RippleX engineer Mayukha Vadari warned that AI is making critical security vulnerabilities easier to discover and exploit. This follows the XRP Ledger (XRPL) development team's disclosure of a severe,
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Foreign ownership of Samsung Electronics falls to 18-year low of 46.37%, SK Hynix holdings also drop below 50%
Foreign investors' holdings in Samsung Electronics dropped to 46.37% as of Thursday, marking an 18-year low despite the company's record quarterly earnings. Meanwhile, foreign ownership of SK Hynix al
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Al Jazeera Analysis: Gaza War Driving Israeli Politics Rightward, Extreme Rhetoric Increasing Ahead of Elections
Al Jazeera analysis indicates that as the October 27 Israeli election approaches, the Gaza war has become central to domestic debate and accelerated a political shift to the right. Prime Minister Neta
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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.
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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Goldman Sachs Strategists: U.S. Stock Market Breadth Narrowest Since Dot-Com Bubble, But Expect Market to Rise by Year-End
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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Goldman Sachs Strategists: The AI investment narrative is shifting from hardware to the application layer, with the market eagerly anticipating the "next AI story" such as "personal agents."
Goldman Sachs Strategists: The AI investment narrative is shifting from hardware to the application layer, with the market eagerly anticipating the "next AI story" such as "personal agents."
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Elon Musk reposts a tweet highlighting that nearly one in three Indian schools lacked internet access in the 2025–26 academic year, suggesting Starlink could help bridge the gap.
Elon Musk reposts a tweet highlighting that nearly one in three Indian schools lacked internet access in the 2025–26 academic year, suggesting Starlink could help bridge the gap. The Education Ministr
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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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CoinDesk Analysis: One Year After the Crypto Market's "10/10 Event," Bitcoin and Ethereum Liquidity Rebuilt, But Altcoins Still Face Risks
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NGOT Analysis: Positioning, Total Supply, and Market Status
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NEO Analysis: From "China's Ethereum" to Smart Economy Platform
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Robot baristas and K-pop dancers lead South Korea's physical AI boom
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Ethereum (ETH) Buying Guide: How to Choose a Reliable Platform
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AltLayer (ALT) Project Analysis and Current Status
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USDT Tether: Wallet Address Lookup and Official Wallet Usage Guide
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Investigation Reveals North Korean Hackers' $1.5 Billion Bybit Theft Money Laundering Network, U.S. Treasury Sanctions Involved Platforms
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A Look Back at BitShares' Future: The Intertwined Paths of a DEX Pioneer and Stablecoin Innovation
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Tokenized Commodities Expand Beyond Gold, Eye Lending and Energy Markets
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