North Korea Missile Launch and US Inflation Data Drive Market Caution
Key Takeaways North Korea fired a ballistic missile early Wednesday, its second launch in less than a week, landing outside […]
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Global Market Update: PBOC Moves, Nvidia Credit Risk, and Shifting US Energy Reserves
Key Takeaways Nvidia's credit risk has spiked as its 5-year credit default swap (CDS) spread reached 79.8 bps, more than
Oil Prices Climb Amid Middle East Tensions; Commonwealth Bank Posts Record Profit
Key Takeaways Oil prices surged as Brent crude rose 0.8% to $89.63 and WTI climbed to $83.91 due to fading
Asia-Pacific Markets Mixed as Japan Bond Yields Hit Multi-Year Highs; Gold Steadies Near $4,370
Key Takeaways Japan’s 2-year government bond yield surged to 1.63%, marking a fresh multi-year high as markets anticipate further monetary
CoreWeave Backlog Hits $104B as GM Secures $4.5B Supply Chain Backstop
Key Takeaways CoreWeave (CRWV) shares surged ~7% after-hours following a Q2 earnings beat and a massive $104 billion revenue backlog,
North Korea Fires Ballistic Missile Eastward Ahead of Major Allied Military Drills
Key Takeaways North Korea launched a suspected ballistic missile from the Wonsan area at approximately 6:00 a.m. local time on
OpenAI Expands AWS Partnership with Frontier Cyber Models; North Korea Launches Ballistic Missile
Key Takeaways OpenAI and Amazon (AMZN) Web Services (AWS) have expanded their strategic agreement to bring "Daybreak" frontier cybersecurity models
Super Micro Computer Reports Record FY26 Results and Surging Large-Scale Customer Base
Key Takeaways Super Micro Computer (SMCI) reported that it had nine customers with revenue exceeding $1 billion each in fiscal
AI Demand and Supply Chain Resilience Take Center Stage as CoreWeave and GM Unveil Major Initiatives
Key Takeaways CoreWeave (CRWV) reported a massive $104 billion revenue backlog as of June 30, 2026, signaling that the appetite
AI Infrastructure Boom Drives Earnings Beats and Strategic Shifts at CoreWeave, Super Micro, and Oracle
Key Takeaways CoreWeave (CRWV) reported a massive $104 billion revenue backlog, highlighting "unprecedented demand" for AI cloud infrastructure despite a