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Renewed tensions between the US and Iran fueled inflation concerns, sending Brent crude oil prices up to $95, triggering a sharp sell-off in global bond markets, and causing South Korean stocks to fall 4%.

Renewed tensions between the US and Iran fueled inflation concerns, sending Brent crude oil prices up to $95, triggering a sharp sell-off in global bond markets, and causing South Korean stocks to fall 4%.

The global bond market is experiencing its most severe sell-off in decades. With renewed military tensions between the US and Iran, soaring oil prices, and rising inflation concerns and interest rate hike expectations, yields in major markets such as US, Japanese, and Australian bonds have climbed to ten- or even

Kazuo Ueda's hawkish remarks "hint at a September rate hike": Monetary conditions remain loose, and we hope to continue raising rates.

Kazuo Ueda's hawkish remarks "hint at a September rate hike": Monetary conditions remain loose, and we hope to continue raising rates.

Bank of Japan Governor Kazuo Ueda addressed the media after attending the G20 finance ministers and central bank governors meeting in Asheville, North Carolina, his words clearly pointing to a September interest rate hike. He stated, "Monetary conditions remain accommodative, therefore we hope to continue raising interest rates. Monetary

Apple's leadership change "price" is finalized: 75% of Ternus's equity is a bet on the S&P 500, and Cook takes a pay cut to remain in charge and ensure a smooth transition.

Apple's leadership change "price" is finalized: 75% of Ternus's equity is a bet on the S&P 500, and Cook takes a pay cut to remain in charge and ensure a smooth transition.

Apple has officially finalized the "price" for its second CEO change this century. By filing an 8-K/A document with the SEC, Apple disclosed details of the compensation for new CEO John Ternus and Tim Cook, who will become executive chairman. Through differentiated equity incentive mechanisms, Apple is

Leveraging the semiconductor boom, South Korea is heavily investing in AI! Its 820 trillion won budget has been finalized, marking the highest spending growth rate in history.

Leveraging the semiconductor boom, South Korea is heavily investing in AI! Its 820 trillion won budget has been finalized, marking the highest spending growth rate in history.

The South Korean government has officially approved the 2027 budget, ushering in an unprecedented era of expansionary fiscal policy supported by fiscal surpluses brought about by the semiconductor supercycle. This policy deeply binds national resources to the AI industry strategy and future risk hedging. On September 1, the South Korean

Hugging Face's $399 "AI Duck" is selling well, and Chinese chip supplier Rockchip has raised its prices for two consecutive days.

Hugging Face's $399 "AI Duck" is selling well, and Chinese chip supplier Rockchip has raised its prices for two consecutive days.

An open-source robot that looks like a duck and costs $399 sold over 10,000 units within days of its launch, prompting the Chinese chip supplier Rockchip to see its stock price rise continuously on the A-share market. According to a recent CNBC report, Pollen Robotics, Hugging Face's

US diesel crack spread breaks $106, hitting a record high; Trump faces "midterm election shock".

US diesel crack spread breaks $106, hitting a record high; Trump faces "midterm election shock".

On September 1st, the U.S. diesel refining margin (diesel crack spread) broke through $106 per barrel, setting a new historical record. Meanwhile, retail prices approached $5.63 per gallon. The energy crisis triggered by the Iran war is spreading throughout the economy, starting with diesel—pushing up inflation, depressing

AI programming unicorn Cognition raised nearly $1 billion in a new funding round, boosting its valuation to $47 billion.

AI programming unicorn Cognition raised nearly $1 billion in a new funding round, boosting its valuation to $47 billion.

The valuation race in the AI programming field is accelerating. In just three months, Cognition AI Inc.'s valuation jumped from $26 billion to approximately $47 billion, reflecting the market's fervent pursuit of AI engineering tools. According to Bloomberg, sources familiar with the matter revealed that Cognition