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Macro
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Anonymous analyst Mr. P: The AI hashrate bottleneck is shifting from GPUs to electricity, ABF substrates, and storage, with gas turbine deliveries booked beyond 2030.
On September 26, anonymous analyst Mr. P stated in a podcast that while used H100 chips can still sell for $25,000 and B-series GPU hourly rentals have risen to $7-8, the sheer number of GPU dies is n
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Anonymous analyst Mr. P: The "ten-year demand visibility" of AI hyperscale cloud vendors is a lie; storage remains cyclical, and storage spending may reach $500-700 billion next year.
Anonymous analyst Mr. P stated in a podcast on September 26 that hyperscale cloud vendors cannot predict the situation two years from now, and the market's "never-ending super cycle" assumption for AI
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China conducted joint air and sea exercises near Scarborough Shoal on Sunday.
On September 27, the Southern Theater Command of the Chinese People's Liberation Army conducted a joint naval and air force exercise in the sea and air space around Scarborough Shoal.
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Israeli Finance Minister Smotrich calls for military action in occupied West Bank, urging a repeat of Gaza operations
Far-right Finance Minister Bezalel Smotrich stated in an interview that the Israeli military should "go to war" in the occupied West Bank, aiming to dismantle the Palestinian Authority and eliminate w
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Yemeni government forces expanded their air and ground attacks against Houthi militants in Taiz province, resulting in dozens of Houthi casualties over the past 24 hours.
Yemeni government forces have launched multiple air and ground operations against Houthi positions in Taiz province over the past 24 hours, aiming to halt the Houthi advance and reclaim lost territory
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WSJ Analysis: When Will the AI Boom End? Historical experience shows that a halt in capital inflows marks the end of market frenzy.
WSJ Analysis: When Will the AI Boom End? Historical experience shows that a halt in capital inflows marks the end of market frenzy.
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Iran seeks to shift oil exports and imports to Caspian Sea and land borders amid US blockade, facing challenges from declining water levels and border congestion
Due to a US naval blockade and airstrikes on its southern ports, Iran is exploring alternatives for oil exports and essential goods imports via the Caspian Sea and its land borders. However, these rou
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Israel's Netanyahu criticizes opposition leaders for uniting to boost voter turnout ahead of October 27 elections
Five opposition leaders, including Yair Lapid and former Prime Minister Naftali Bennett, met on Saturday to coordinate their strategy. They pledged to work within their constituencies to secure a majo
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India is moving closer to mandating prominent health warnings on packaged foods high in sugar, salt, and fat
The move could force global food companies to rethink their product strategy in one of the world's biggest and fastest-growing consumer markets.
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JLL: Global property investors see signs of recovery in mainland China's office and retail markets, but remain wary of oversupply
According to global real estate firm JLL, international investors are expected to start buying when oversupply concerns are eased and new supply is absorbed by fresh take-up. Stuart Crow, JLL’s CEO fo
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Saylor outlines ‘bill of digital rights’ to help build prosperity in future economy, aiming to enable 10 million new companies to raise capital
Saylor outlines ‘bill of digital rights’ to help build prosperity in future economy, aiming to enable 10 million new companies to raise capital
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U.S. 'Funflation' is on the rise, with consumer spending on hobbies up 7.9% year-on-year in August 2026, despite airfare prices increasing 26.5%
The Bank of America's latest analysis suggested that "funflation" — the increased cost of fun — may be rising, but consumers aren't cutting back. The 7.9% growth in hobby spending was double the growt
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South Korea's manufacturing sentiment improves in Q4, driven by strong chip and cosmetics exports
A survey conducted by the Korea Chamber of Commerce and Industry on Sunday showed the manufacturing business sentiment index for 2,413 manufacturers nationwide stood at 86 for the October-December per
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Hong Kong Financial Secretary Paul Chan emphasizes need for AI talent, government to roll out over 200 training courses by 2028
Financial Secretary Paul Chan on Sunday said artificial intelligence would bring new job opportunities to Hong Kong while boosting economic growth. He noted that the city's exports recorded a year-on-
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China's exoskeleton robots muscle into the consumer mainstream
Wearable exoskeleton devices, traditionally used in medicine and industry, are increasingly entering everyday life in China. Home appliance maker Haier Group showcased its exoskeleton products at the
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Kakao Pay Insurance bucks digital insurer retreat with rapid growth and narrowing losses, as Kyobo Lifeplanet to be absorbed by parent Kyobo Life by April 2027
Kakao Pay Insurance is moving in the opposite direction of a broader retreat among Korea's first wave of standalone digital insurers, posting rapid growth while narrowing its losses and expanding its
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South Korea and Mexico expand economic cooperation, covering advanced industries, energy, and culture.
South Korea and Mexico have agreed to strengthen economic ties, expanding cooperation from manufacturing to advanced industries, supply chains, energy, and culture, seeking new growth engines. The Kor
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Nicaragua Grants One-Tenth of Its Land for Mining Rights to Chinese Miner
Nicaragua has granted mining concessions for roughly a tenth of its land to Chinese miners, deepening China's strategic foothold in Central America as the US and China vie for influence in the region,
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Big companies warn lack of ‘AI openness’ could hit investment in Europe
Multinationals are evaluating countries’ approach to AI before making expansion plans, according to executives, who say a lack of 'AI openness' could deter investment in Europe.
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South Korea's deputy prime minister is an unabashed evangelist for AI, as the country bets big on the technology despite some fears of catastrophic risks
South Korea's deputy prime minister is an unabashed evangelist for AI, as the country bets big on the technology despite some fears of catastrophic risks
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Financial Times: Europe and Asia's battle for LNG may intensify in coming months as EU natural gas inventories hit record lows.
Financial Times: Europe and Asia's battle for LNG may intensify in coming months as EU natural gas inventories hit record lows.
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Swiss voters to decide on future of centuries-old neutrality; a 'Yes' vote would bar cooperation with military alliances unless attacked
Swiss voters will decide the fate of the country's centuries-old neutrality. A 'Yes' vote in the upcoming referendum would prohibit Switzerland from cooperating with military alliances, unless the cou
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Financial Times Analysis: US Housing Crisis Puts Private Equity in Midterm Election Spotlight, Institutional Investors Blamed for Driving Up Costs
Financial Times Analysis: US Housing Crisis Puts Private Equity in Midterm Election Spotlight, Institutional Investors Blamed for Driving Up Costs
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Thai Prime Minister Anutin's approval rating has fallen in the latest poll, facing pressure from rising oil prices and a court ruling.
Thai Prime Minister Anutin Charnvirakul and his Bhumjaithai Party have seen a significant drop in public support, according to a poll, as his government faces rising oil prices and a potential court r
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U.S. Secretary of State Rubio: Iran Missed "Multiple" Opportunities to Reach Nuclear Deal
U.S. Secretary of State Rubio said on Wednesday that Iran has failed to seize "multiple" opportunities to reach an agreement on its nuclear program, and negotiations between Washington and Tehran on a
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The Hong Kong SFC will proceed with strengthening the Code on Unit Trusts and Mutual Funds.
The Hong Kong SFC will proceed with strengthening the Code on Unit Trusts and Mutual Funds.
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Three years on, October 7 events continue to reshape Israel's politics and global standing
Three years after the October 7, 2023, attacks by Hamas, which killed nearly 1,200 people and saw about 250 taken captive, Israel's politics and global standing continue to be reshaped. The subsequent
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"New Bond King" Gundlach: The Federal Reserve is facing a "waterbed problem," and US Treasury yields could rise to 6%
Jeffrey Gundlach, founder and CEO of DoubleLine Capital, warned that the U.S. fiscal deficit and inflation are pushing the Federal Reserve into an unsolvable dilemma, where both rate hikes and cuts wo
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Indian Rupee Nears Record Low as RBI's First Rate Hike in Four Years Fails to Impress Traders
India's rupee retreated even after the central bank hiked interest rates for the first time in four years, as traders were disappointed by the lack of more aggressive steps to tighten liquidity and su
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Hong Kong, Singapore Pitch Rival Gold Hubs
Officials from Hong Kong and Singapore pitched rival plans to create gold trading hubs in Asia, underscoring fierce competition to secure new business and capitalize on strong demand for the precious
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RWE plays down major role in state-owned German utility Uniper after making non-binding joint bid with KKR
RWE plays down major role in state-owned German utility Uniper after making non-binding joint bid with KKR
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Morgan Stanley: Hong Kong Office Market Has Greater Upside Potential Than New York
Morgan Stanley's latest report indicates that while high interest rates are pressuring real estate markets in both Hong Kong and New York, the firm believes Hong Kong's office market, as an Asian fina
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The venture capital firm behind AI chip startup Groq plans to raise a $10 billion mega-fund.
This Dallas-based, previously little-known venture capital firm is joining a select group of companies raising massive funds, thanks to successful investments in popular AI startups, The Wall Street J
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Financial Times: AI Agents Could Cost Banks $500 Billion
AI agents could cost banks up to $500 billion by securing higher interest rates for depositors, the Financial Times analyzed. However, banks will also benefit from AI technology.
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Al Jazeera: Israel's mass expulsion of Palestinians in the West Bank has continued for three years, with nearly 15,000 settler attacks since October 2023.
Al Jazeera reported that Israel's mass expulsion of Palestinians in the West Bank has continued for three years, with Bedouin families describing it as a state-backed forced displacement project. Sinc
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HD Construction Equipment secures $291.4M US data center engine supply deal
HD Construction Equipment is expanding into the fast-growing US data center power market with a 390 billion won ($291.4 million) engine supply deal. The company announced Wednesday it signed an agreem
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Euro falls to 16-month low against pound
The euro dropped to its lowest against the pound since June last year, weighed down by concerns over France’s deepening fiscal crisis and fresh political risks in the region.
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HKMA: Foreign exchange reserve assets fell to $433.0 billion at end-September from $442.8 billion in August.
HKMA: Foreign exchange reserve assets fell to $433.0 billion at end-September from $442.8 billion in August.
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U.S. Treasury yields rise Wednesday, with 10-year up 3 bps to 5.307%, as investors await 10-year note auction and FOMC minutes.
U.S. Treasury yields rise Wednesday, with 10-year up 3 bps to 5.307%, as investors await 10-year note auction and FOMC minutes.
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MAS: Life Insurance Association (LIA) to explore adjusting critical illness definitions to reduce reliance on specific surgical procedures.
The Monetary Authority of Singapore (MAS) stated in response to a parliamentary question that the Life Insurance Association, Singapore (LIA) will explore adjusting critical illness (CI) definitions i
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ECB Survey: Euro-denominated Securities Financing and OTC Derivatives Credit Terms Eased Slightly from June to August, Further Easing Expected
The European Central Bank's (ECB) September 2026 SESFOD survey found that overall credit terms and conditions for euro-denominated securities financing and OTC derivatives markets eased slightly for a
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Russia registers first crypto exchanges and custodians under new law, including Sberbank
Russia has registered its first crypto exchanges and custodians under a new law. Among them is Sberbank, the country's largest bank, which plans to launch crypto products on December 1.
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Report: Asian Family Offices Shifting Investments Towards Private Equity, Infrastructure, and Alternative Investments
According to SCMP Business, Sueann Yeo, Managing Director and Head of Global Wealth Solutions, Asia Pacific at EQT, stated that second and third-generation leaders of Asian family offices are shifting
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Reliance Drives India’s Venezuela Oil Imports to Seven-Year High as Steep Discounts Lure Refiners and Russian Supplies Become Costlier
Reliance Drives India’s Venezuela Oil Imports to Seven-Year High as Steep Discounts Lure Refiners and Russian Supplies Become Costlier
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Zimbabwean state-owned miner Mutapa Platinum Group secures $100 million in financing for its platinum project.
Zimbabwean state-owned miner Mutapa Platinum Group secures $100 million in financing for its platinum project.
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MAS: ScamShield is not applicable for due diligence on investment scheme promoters; relevant information requires paid inquiry.
Alvin Tan, a board member of the Monetary Authority of Singapore (MAS), stated in a parliamentary reply that ScamShield is not a suitable tool for consumers to conduct due diligence on investment sche
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Morgan Stanley Report: US Data Centers May Face a 32GW Power Shortfall from 2026-2028, Exacerbating Tail Risks in the AI Supply Chain
Morgan Stanley's latest report indicates that the bottleneck for AI infrastructure in the US is shifting from "chip shortages" to "power shortages." The report projects a net electricity deficit of ap
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MAS Responds to Parliamentary Inquiry on Early Withdrawal of Life Insurance for Seniors
Alvin Tan, a board member of the Monetary Authority of Singapore (MAS), stated in a parliamentary reply that the primary purpose of life insurance is to provide financial protection to beneficiaries u
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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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Morgan Stanley Report: AI Memory Bottlenecks Create New Investment Opportunities, CXL Market Forecast Raised to $6 Billion by 2030, Recommends Beneficiary Stocks Such as Astera Labs, Marvell, and Cerebras
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U.S. Democratic senators have sent a letter to Treasury Secretary Scott Bessent and other senior officials, demanding disclosure of the AI regulatory framework revision process and questioning the influence of tech giant lobbying on policy.
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AI startup Hark launches personal AI assistant Hark Pro, emphasizing privacy protection.
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Anduril plans to invest $3.7bn in a new shipyard to manufacture parts for US Navy's top submarines, as Trump seeks to reduce dependence on prime contractors.
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Brevan Howard to Use Ripple Prime for Multi-Asset Brokerage, Clearing, and Financing Services
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Coinbase launches stock options trading for US customers, offering zero commission for the first month
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OKX has secured new investments from Ripple, Circle, Standard Chartered, and others, reaching a valuation of $25 billion, and has formed a joint venture with ICE to launch tokenized stock trading.
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Vessel attacks in the Strait of Hormuz surged, yet Gulf oil exports still increased significantly, recovering to over 81% of pre-war levels in September.
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US yields fall from 2002 high; Bessent addresses debt
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In-depth Analysis of Ethereum's Investment Value: Potential, Risks, and Future Outlook
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