14+ hour, 18+ min ago   (381+ words) The source of the info is here on twitter: An obscure grassland prefecture in Inner Mongolia may be quietly building the largest concentration of AI compute on the planet, and that could explain a lot about why US AI labs…...

14+ hour, 9+ min ago   (393+ words) Asian equity markets were mixed to weaker. Japan's Nikkei fell around 1% and South Korea's KOSPI declined around 2%, while mainland Chinese indexes traded more evenly, with the Shanghai Composite gaining 0.16%, the Shenzhen Component slipping 0.25%, and the ChiNext down 0.47%. Separately, Goldman Sachs…...

19+ hour, 21+ min ago   (355+ words) Hormuz shipping came under attack again over the weekend, with a confirmed tanker fire and an unverified Iranian casualty claim adding fresh risk to an already fraught strait. A Panama flagged tanker caught fire in the Strait of Hormuz on…...

20+ hour, 55+ min ago   (234+ words) Lagarde says the inflation shock from the Iran war has further to run, while separately warning that sky-high AI valuations could be due a correction. European Central Bank president Christine Lagarde said the current inflation shock facing the euro area…...

2+ day, 21+ hour ago   (381+ words) US stocks finished sharply higher on Friday, snapping a four-day losing streak despite a hotter-than-expected CPI report. Although the inflation data pushed the probability of another Federal Reserve rate hike toward 90%, Treasury yields backed away from their session highs, oil…...

3+ day, 15+ hour ago   (219+ words) The Houthis are being credited with full control of a critical Red Sea chokepoint, but the wires backing that claim haven't caught up to it yet. Reuters sources say the BOJ is set to hike rates 25bp to 1.25% next week, but…...

3+ day, 20+ hour ago   (247+ words) A confirmed shipping attack landing on the same day raises the odds that traders start pricing in a broader pattern of extended infrastructure risk rather than judging each report in isolation. Any official confirmation of damage to the pipeline itself,…...

3+ day, 21+ hour ago   (158+ words) Any confirmation of damage to the pipeline would likely draw a firmer, more durable bid in crude given the route's role as a workaround for Hormuz-linked disruptions, whereas an unverified claim alone would typically be treated as noise rather than…...

4+ day, 23+ hour ago   (187+ words) Trump says oil prices will come tumbling down after the midterm elections. He said that getting oil down will 'take a little longer' but wil come 'shortly, right after the election, He said gasoline will fall below $2. It hit a…...

4+ day, 16+ hour ago   (303+ words) What the September futures rollover means for ES and NQ traders Every quarter, traders in the E-mini S&P 500 (ES) and E-mini Nasdaq-100 (NQ) go through a ritual that catches out newer participants more often than it should: the futures…...