Macro
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U.S. September homebuilder confidence index fell to 32 points, a 12-month low.
The NAHB/Wells Fargo Housing Market Index fell 3 points to 32 in September, the lowest level since September 2025. Economists polled by Reuters had expected the index to drop to 34. Rising mortgage ra
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Ray Dalio's Bridgewater Associates bought ServiceNow (NOW) and Nutanix (NTNX) AI stocks in Q2, with positions worth $63 million and $51 million respectively.
Bridgewater Associates' Q2 13F filings revealed new positions in ServiceNow, Inc. (NYSE:NOW), valued at approximately $63 million (635,000 shares), and Nutanix, Inc. (NASDAQ:NTNX), valued at roughly $
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Ahead of the Federal Reserve's decision, the US 10-year government bond yield fell below 5%; Intel rose over 1%, and SK Hynix gained 3%.
The market widely expects the Federal Reserve to raise interest rates by 25 basis points after its policy meeting on Wednesday. Brent crude futures fell to $107 per barrel, influenced by a pullback in
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Parnassus Growth Equity Fund disclosed Twist Bioscience (NASDAQ:TWST) as a new holding in its Q2 2026 investor letter.
Parnassus Growth Equity Fund stated that Twist Bioscience is a biotechnology company with a proprietary silicon-based DNA synthesis platform that enables AI-powered drug discovery and next-generation
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Weitz Multi Cap Equity Fund noted in its Q2 2026 investor letter that investor concerns about AI disrupting business models have weighed on Accenture (ACN) shares.
The fund stated that Accenture's results, released in mid-June, failed to alleviate investor concerns that AI could disrupt its business model. Despite Accenture's long-standing experience in technolo
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Yahoo Finance Analysis: Google parent company Alphabet's stock price may break through $400, with a potential to reach $500 by 2027.
Yahoo Finance analysis indicates that Alphabet (NASDAQ:GOOG) stock has risen 9.36% year-to-date and 42.62% over the past year, primarily driven by the strong performance of its AI business. Specifical
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Reddit co-founder Ohanian called the tech industry "tone-deaf" in explaining AI, leading to "misinformation running rampant," and believes AI risks are more mundane.
Reddit co-founder Alexis Ohanian stated that the tech industry has been "tone-deaf" in explaining artificial intelligence (AI), leading to "misinformation running rampant." He believes the risks of AI
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More US home builders cut prices on new homes as buyer confidence falls to one-year low amid high mortgage rates
A rising share of builders are slashing prices on newly built homes despite increasing construction costs, as buyers are deterred by high mortgage rates. According to the National Association of Home
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US election officials prepare for potential chaos before midterms as Trump lashes out at Supreme Court for rejecting his mail ballot plan
President Donald Trump criticized the Supreme Court's decision to reject his efforts to curb mail-in voting, raising concerns among political analysts and officials that he might use federal powers to
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SEC Proposes Rescission of Shareholder Proposal Rule and Reforms to Proxy Solicitation Process
The Securities and Exchange Commission today proposed to rescind Rule 14a-8 under the Securities Exchange Act of 1934, citing that it exceeds the scope of the Commission's statutory authority and intr
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Yahoo Finance Analysis: SpaceX's AI cloud leasing business is growing rapidly, potentially boosting its valuation from $2 trillion to $3 trillion.
Analysis indicates that SpaceX's AI business generated approximately $3.2 billion in revenue in 2025, increasing to $3.4 billion by Q2 2026, and has turned positive in adjusted EBITDA. The company ach
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Consumer-linked stocks like Walmart face pressure as Fed rate hike looms on Wednesday
Stocks closely tied to the health of the US consumer have significantly underperformed the broader market this year. A potential Federal Reserve interest-rate hike on Wednesday may further stress this
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Wall Street analysts anticipate a 56% upside for Broadcom (AVGO) shares, with a consensus target price of $532.
After a summer sell-off, Broadcom's stock price has fallen 13.7% in one month, currently trading at $339. Despite reports of Anthropic slowing its construction plans triggering the recent sell-off, Br
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JPMorgan Chase Predicts: Fed's Warsh Speech to Determine S&P 500 Trajectory, Potentially Volatile by 1% to 2%
JPMorgan Chase analysts note that while the market widely expects the Federal Reserve to raise interest rates by 25 basis points on Wednesday, Chairman Kevin Warsh's rhetoric regarding this action wil
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Norway’s Sovereign Wealth Fund Reports $2.4 Billion Profit from Israeli Holdings in H1 2026, Up 15.7%
Norway’s sovereign wealth fund, the world's largest, reported $2.4 billion in profits from its remaining Israeli holdings in the first half of 2026, marking a 15.7% increase since the end of 2025. Thi
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Chinese Foreign Minister Wang Yi pledges to safeguard Iran's rights and urges reopening of Strait of Hormuz
Chinese Foreign Minister Wang Yi told his Iranian counterpart, Abbas Araghchi, in Beijing on Wednesday that China is willing to strengthen dialogue and cooperation with Iran to safeguard its legitimat
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Weitz Investment Management initiated new position in Netflix (NFLX) in Q2 2026, optimistic about its ad-supported tier
Weitz Investment Management, in its Q2 2026 investor letter for the Multi Cap Equity Fund, highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added position. The firm is optimistic that Netflix's intr
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US Retail Sales Rise 1.2% in August, Beating Estimates After July Drop
US retail sales broadly rose 1.2% in August, surpassing the estimated 0.8% increase, indicating continued consumer spending despite higher gasoline prices. Twelve of 13 retail categories reported incr
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Weitz Multi Cap Equity Fund disclosed in its Q2 2026 investor letter that it has initiated a new position in precision instrument manufacturer Mettler-Toledo International (MTD).
The fund stated that it has long been bullish on Mettler-Toledo's business and bought a small position during a brief period of stock price misalignment this quarter. As of September 15, MTD's stock p
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Anthropic's S-1 filing to disclose over 10% possibility of AI product causing human extinction
Anthropic's S-1 filing to disclose over 10% possibility of AI product causing human extinction
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Chinese oil prices hit record highs after attacks on Saudi pipeline
The Financial Times reported that Beijing has cushioned the global impact of the Iran war by drawing down its oil stocks, but is now 'coming off its crash diet', indicating a shift in its strategy to
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Meta CEO Mark Zuckerberg and Nvidia CEO Jensen Huang Push Back Against Calls for AI Slowdown, Citing Strong Natural Incentives for Safe Development
Meta CEO Mark Zuckerberg and Nvidia CEO Jensen Huang Push Back Against Calls for AI Slowdown, Citing Strong Natural Incentives for Safe Development
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Experts at Fashion Tech Show suggest AI and automation are key to overcoming onshoring challenges
At the Fashion Tech Show in Los Angeles on Tuesday, experts highlighted that AI and automation technologies could mitigate issues like high labor costs and disjointed supply chains, which currently hi
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Nvidia and SK Hynix's comments suggest strong outlook for Micron Technology
Nvidia stated in its fiscal 2027 second-quarter results last month that memory price hikes are here to stay, expecting margin pressure due to higher component costs. South Korean memory giant SK Hynix
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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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Japanese Prime Minister Sanae Takaichi stated that to appease markets and the Trump administration, she is working to shed the reflationist label, saying there is no need for inflationary policies at present.
Japanese Prime Minister Sanae Takaichi emphasized at a parliamentary meeting on October 8 that "this is not a stage that requires reflationary policies," a move aimed at reassuring markets and the Tru
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Trump Warns Ukraine to Stop Striking Russian Oil Refineries and Calls for New Leadership, One Day After Announcing Russian Diesel Deal
Former President Trump warned Ukrainian President Zelensky to immediately stop attacks on Russian refineries, stating: “He better damn well stop.” Trump also called for new leadership in Ukraine, sayi
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Trump: It's time for Ukraine to get a new president.
Trump: It's time for Ukraine to get a new president.
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Jefferies funds allege suspected fraud in nearly $900 million accounts receivable financing deals with iron ore traders Radiant World and Sapphire Minmetals.
Jefferies funds allege suspected fraud in nearly $900 million accounts receivable financing deals with iron ore traders Radiant World and Sapphire Minmetals.
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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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Goldman Sachs: Speculative funds dumped $1.6 billion in silver in a single week, the largest sell-off this year, with short positions reaching a one-year peak.
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Oasis Network (ROSE) Token Analysis: Current Status and Future Outlook of a Privacy-Focused Public Chain
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Litecoin (LTC) Trading Platforms and Reliable Wallet Choices Guide
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Google Cloud and the Defunct Loopring Protocol: A Historical Collaboration and Current Status of zkRollup Scaling Solutions
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1MillionNFTs (1MIL) Token Analysis: Project Status and Market Liquidity Review
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RBIES Coin: Rubies Cryptocurrency Status and Market Activity Analysis
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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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How to Choose a Reliable Cryptocurrency Exchange Platform
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VON Exchange and MOCA Perpetual Contracts: Market Dynamics Analysis
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