Macro
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Winbond Electronics to Acquire Infineon's NOR Flash and F-RAM Businesses for $1.12 Billion in Cash
German semiconductor giant Infineon Technologies announced the divestiture of its memory business, selling its NOR Flash and F-RAM divisions to Taiwanese memory manufacturer Winbond Electronics for $1
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Wasatch Long/Short Alpha Fund: Bloom Energy (BE) short position dragged down fund performance, with its stock price surge reflecting excessive exuberance in the small-cap AI market.
Wasatch Global Investors noted in its Q2 2026 investor letter that its Long/Short Alpha Fund's short positions performed poorly, with Bloom Energy Corporation (NYSE:BE) being one of the biggest detrac
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Real REMAX Group (REAX) stock declined 30.93% over the past month due to fears of AI disrupting its business model, according to Wasatch Long/Short Alpha Fund
Real REMAX Group Inc. (NASDAQ:REAX), a real estate technology company, saw its stock decline 30.93% over the past month and 61.84% over the past year, closing at $19.27 per share on September 15, 2026
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Societe Generale strategist Albert Edwards, who previously believed inflation was controllable, now thinks the Federal Reserve may pursue aggressive rate hikes due to the widening divergence between crude oil and refined energy prices.
Societe Generale global strategist Albert Edwards previously advocated for the Federal Reserve to maintain interest rates at their current level of 3.5% to 3.75%. He stated that he is starting to feel
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Yahoo Finance Analysis: A $5,000 Investment in Broadcom Could Be Worth Nearly $11,000 by 2028
The analysis projects Broadcom's AI semiconductor revenue to reach $115 billion in fiscal year 2027 and $230 billion in 2028. Based on these forecasts and a projected 45% profit margin by FY 2028, the
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Emerald AI, Google, and NVIDIA have formed the AI Energy Management Alliance (AEMA) to advance flexible AI data centers for dynamic power usage management.
The alliance aims to address power constraints faced by AI infrastructure expansion in the U.S. by developing technologies and operational methods that enable data centers to dynamically adjust power
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Nokia shares rose 6% as its AI-RAN platform expanded field trials with eight global operators.
Nokia shares rose 6% to $10.39 in early Wednesday trading after the company announced its AI-RAN platform had moved from the evaluation phase to field trials with eight global operators. The platform
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Yahoo Finance Analysis: Stock Market Faces Potential 10-20% Correction, Berkshire Hathaway's $365B Cash Pile Poised to Buy Dividend Stocks
The analysis suggests a correction could be triggered by factors including higher interest rates, a massive national debt, an overbought market, fading AI momentum, and geopolitical fallout. Warren Bu
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Billions CEO Evin McMullen wrote: Stolen funds are recoverable, but identity leaks are irreversible.
Evin McMullen, CEO and co-founder of Billions, wrote in CoinDesk that while the recent theft of $320 million on the blockchain is a large sum, such losses are recoverable because fund flows are public
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According to Fox News, a U.S. contractor vessel sailing near the Strait of Hormuz was attacked by Iranian drones and missiles this week.
The attack comes amid ongoing threats to commercial shipping in the Strait of Hormuz, one of the world's most critical energy chokepoints. Market analysis suggests that further attacks on U.S.-linked
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Yahoo Finance analysis: JPMorgan Chase stock outperforms Nu YTD, but Nu was the only one with positive free cash flow in FY2025 ($3.5B vs -$147.8B for JPM).
JPMorgan Chase reported FY2025 revenue of $182.4 billion and net income of $57.0 billion. Nu, the parent company of Nubank, saw its FY2025 revenue reach $16.3 billion with a net income of $2.8 billion
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Bloomberg: Musk's net worth reaches $895 billion, growing by $237 billion this year.
Elon Musk's current net worth is $895 billion, having increased by $237 billion this year, according to Bloomberg data. However, his wealth has experienced significant fluctuations, with SpaceX shares
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U.S. August retail sales rose 1.2% month-over-month, exceeding expectations and marking the largest increase in nearly five months.
US retail sales rose by 1.2% month-over-month in August, significantly exceeding the market consensus of 0.8% and marking the largest single-month increase in nearly five months, data released by the
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Republican candidates in tight midterm races are increasingly opposing data centers, a stance that crosses President Trump's vocal support for them.
Republican candidates in tight midterm races are increasingly opposing data centers, a stance that crosses President Trump's vocal support for them.
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Wall Street bull Ed Yardeni slashes S&P 500 year-end target to 7,900 from 8,400
Yardeni cited rising bond yields and increased downturn risks over the next 3–6 months as reasons for the cut. He also lowered his expected forward P/E multiple to 18.6 from 19.8. Despite the near-ter
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Traders are betting Trump may soon turn on Fed chair Kevin Warsh as interest-rate hikes loom
Traders are betting Trump may soon turn on Fed chair Kevin Warsh as interest-rate hikes loom
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Reuters Breakingviews Analysis: Markets May Be Overestimating Rate Hikes by the Federal Reserve, ECB, and Bank of England
Reuters Breakingviews notes that markets currently anticipate the Federal Reserve will raise interest rates four times over the next year, each by 25 basis points, bringing the rate to approximately 4
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Alphabet, Google's parent company, saw its stock price rise by 24.4%, with Q2 revenue increasing by 22% and its capital expenditure budget expanding to $190 billion.
Conventum – Alluvium Global Fund, managed by Alluvium Asset Management, stated in its Q2 2026 investor letter that Google parent company Alphabet's stock price rose by 24.4% during the quarter, with r
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India's NPCI to introduce 0.4% fee on high-value UPI payments exceeding Rs2,000 from Oct 15
The National Payments Corporation of India (NPCI) will introduce a 0.4% merchant discount rate (MDR) on Unified Payments Interface (UPI) transactions exceeding Rs2,000 (approximately $20.8), effective
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Media reports on OpenAI's valuation show a $300 billion discrepancy, while Anthropic targets a $2 trillion valuation for its IPO.
According to Bloomberg and the Financial Times, OpenAI's latest funding round values the company at $1.2 trillion, while the New York Times reports a valuation of $1.5 trillion, a difference of $300 b
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Ed Yardeni Cuts S&P 500 View to 7,900 on Downturn Risks
Ed Yardeni, a prominent Wall Street bull, is slashing his year-end forecast for the S&P 500 Index to 7,900, citing increasing risks of a downturn in the next three to six months. This adjustment comes
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World's top-performing sovereign wealth fund warns of looming pullback in U.S. stock market
Jo Townsend, CEO of the Guardians of New Zealand Superannuation, which manages the country's $54.4 billion wealth fund, cautioned that U.S. equity returns are likely to slow. She noted that U.S. equit
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Conflict escalated in Yemen's Taiz province, displacing nearly 66,000 people between August 10 and September 15.
Al Jazeera reported that displaced persons camps in Yemen's Taiz province are overcrowded following recent Houthi offensives. The UNHCR stated that at least 100,000 people have fled their homes since
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US Retail Sales Excluding Autos MoM 1.4%, expected 0.5%, previous -0.2% (revised from -0.3%), above expectations
Retail Sales Excluding Autos MoM: 1.4%, Expected 0.5%, Prior -0.2% (Revised from -0.3%). Above expectations. Release Time: 2026-09-16 12:30 UTC
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Goldman Sachs Analysis: US AI Hashrate Spot Rental Prices Are Double Long-Term Contracts, Far Exceeding Cloud Providers' Breakeven Thresholds
Goldman Sachs internet analyst Eric Sheridan noted in an October 10 report that the U.S. AI hashrate leasing market exhibits a "short-term expensive, long-term cheap" characteristic. Short-term spot l
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Trump condemns Houthi attacks on Riyadh airport, says US is evaluating whether to join the fight against Houthis.
U.S. President Donald Trump described the Houthi attack on Riyadh airport in Saudi Arabia as "terrible" and said he would speak with Saudi Crown Prince Mohammed bin Salman soon. Trump also stated that
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Goldman Sachs Analysts: US Stock Bull Market "Only Has One Trade Left" – AI, Market Concentration Risk Intensifies
Tony Pasquariello, head of hedge fund coverage at Goldman Sachs, stated in his latest client report that the current rally in US equities is "basically one big trade"—artificial intelligence—and expre
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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.
London copper futures closed on Friday near an all-time high, at approximately $14,622 per ton. Théa Ziegler, a member of UBS's US Equity Advisor Sales team, reiterated in a Friday report that copper
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Robot baristas and K-pop dancers lead South Korea's physical AI boom
Entertainment venues featuring advanced robots powered by physical artificial intelligence are spreading across South Korea, allowing visitors to experience the evolution of AI through robot baristas
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NVIDIA is in talks to acquire U.S. AI startup Reflection AI, valued at $25 billion.
NVIDIA is in talks to acquire or deepen its investment in U.S. AI startup Reflection AI, the Financial Times reported. Sources familiar with the matter stated that negotiations are still in the early
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WSJ: Index Annuities Fuel Private Credit's Rise, With Returns Calculated by Formulas Periodically Adjustable by Insurers
The Wall Street Journal reported that indexed annuity products have played a key role in the rise of private credit. These products guarantee investors no market losses, but insurers can periodically
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Guangzhou and Shanghai have introduced new policies for land lease renewals, aiming to stabilize the commercial real estate market and boost investor confidence.
Guangzhou and Shanghai's recently announced groundbreaking land lease renewal policies are a significant step for China to stabilize its commercial real estate market and boost investor confidence, ac
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Korean Stocks Struggle as AI Trade Cools
South Korea's $4.3 trillion stock market, once a poster child of the global AI trade, is now rapidly losing relevance with investors by almost every measure.
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12 people were killed in an attack on Riyadh Airport in Saudi Arabia. The United States is weighing joining the fight against the Houthis.
An attack on Riyadh airport in the Saudi capital has killed 12 people. Against this backdrop, the United States is weighing joining the fight against Houthi rebels.
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Sudanese paramilitary forces launched a drone attack near the Ethiopian border, killing 41 people.
Sudan's paramilitary Rapid Support Forces (RSF) launched a drone attack on Friday in Blue Nile State, bordering Ethiopia, killing 41 people, including eight children, according to human rights organiz
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Hundreds of doctors demand World Medical Association suspend Israeli Medical Association's membership
Hundreds of doctors rallied outside the World Medical Association (WMA) summit in the Netherlands, demanding the suspension of the Israeli Medical Association (IMA)'s membership. The doctors accused t
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Musk reposted Greenwald's tweet, stating that the Russia-Ukraine war would have ended long ago if Johnson and Nuland had not forced Zelenskyy to reject the 2022 agreement.
Musk retweeted a post by journalist Glenn Greenwald, who stated that the war, which has claimed over a million lives and devastated much of Ukraine, would have ended long ago if Boris Johnson and Vict
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Musk stated that users can upload credit card photos via chat, allowing Grok AI to automatically search for the best products and place orders.
Musk stated that users can upload credit card photos via chat, allowing Grok AI to automatically search for the best products and place orders.
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Microsoft CEO Nadella Calls for "Emergency Brake" for AI Systems That Humans Can Control
Microsoft CEO Satya Nadella on Saturday called for advanced AI systems to have containment, independent control, and "emergency brake" functions, allowing authorized personnel to pause or shut down mo
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White House Council of Economic Advisers Report: Trump Administration Policies Fueled Strong Growth in U.S. Manufacturing and Reshoring of Jobs
The White House Council of Economic Advisers (CEA) assessed the impact of President Trump's second term on manufacturing to date, reporting that U.S. manufacturing is experiencing strong growth under
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Toyota offers low-cost financing in Thailand, allowing buyers to exclude residual value from payments, to ward off cheap Chinese EVs
Toyota offers low-cost financing in Thailand, allowing buyers to exclude residual value from payments, to ward off cheap Chinese EVs
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Nikkei Asia: Digital Textbooks and AI Should Be Banned in Classrooms
Nikkei Asia: Digital Textbooks and AI Should Be Banned in Classrooms
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Elon Musk confirms SpaceX will make Starlink pricing affordable for Indian consumers, challenging the 'unaffordable' narrative
Elon Musk retweeted a post from @cb_doge, confirming that SpaceX will offer affordable Starlink pricing for Indian consumers. The original post argued that it's time for Indian customers to have more
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Apple discloses deal to hire team and license tech from personalized podcast startup Huxe
Apple has revealed in a regulatory filing that it reached an agreement to bring on team members and technology from personalized audio startup Huxe, in what's commonly known as a reverse acqui-hire de
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Musk slammed Ambani's "internet army" argument as absurd, stating that Ambani simultaneously claims Starlink cannot compete and that it is too competitive.
Musk called arguments from Ambani's internet "troll army" "ludicrous," citing their claims that Starlink cannot compete with Ambani's monopoly in India, while also asserting Starlink would be too powe
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Thousands march across Europe to demand end to Israel's war on Gaza
Thousands of pro-Palestinian protesters marched in London, Berlin, Rome, and Warsaw on Saturday, demanding an end to Israel's war on Gaza. Demonstrators denounced ongoing Israeli attacks on Gaza, with
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Attack on Saudi capital Riyadh's King Khalid International Airport injures several, operations suspended
The latest attack on King Khalid International Airport in Saudi Arabia’s capital, Riyadh, injured several people and temporarily suspended operations on Saturday afternoon, according to the country’s
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Trump Calls for New Ukrainian President After Zelensky Condemns US-Russia Diesel Deal, Citing Ukraine's Refinery Attacks
US President Donald Trump stated that "it's time for Ukraine to get a new president" following Volodymyr Zelensky's criticism of a US diesel deal with Russia. Zelensky had warned that releasing millio
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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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Oasis Network (ROSE) Token Analysis: Current Status and Future Outlook of a Privacy-Focused Public Chain
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How to Choose a Reliable Cryptocurrency Exchange Platform
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RBIES Coin: Rubies Cryptocurrency Status and Market Activity Analysis
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VON Exchange and MOCA Perpetual Contracts: Market Dynamics Analysis
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Global Bitcoin Legal Trading Platforms and an Analysis of OKX Platform
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hiSQUIGGLE (HISQUIGGLE) Token Analysis: Value and Investment Considerations
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Ethereum (ETH) Buying Guide: How to Choose a Reliable Platform
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NEO Analysis: From "China's Ethereum" to Smart Economy Platform
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NGOT Analysis: Positioning, Total Supply, and Market Status
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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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