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"The Fed's mouthpiece": History repeats itself; when facing war, Bessant tests the "boundaries between the Fed and the Treasury."

"The Fed's mouthpiece": History repeats itself; when facing war, Bessant tests the "boundaries between the Fed and the Treasury."

On August 27, The Wall Street Journal published an in-depth report written by Nick Timiraos, a veteran reporter known as the "Federal Reserve's mouthpiece." The timing of the report is quite delicate—it comes just before the Kansas City Fed’s annual economic policy symposium (Jackson

Nvidia surges over 8%, its market capitalization soars by $440 billion, breaking the "earnings day curse" and saving tech stocks.

Nvidia surges over 8%, its market capitalization soars by $440 billion, breaking the "earnings day curse" and saving tech stocks.

Nvidia dispelled the gloom surrounding AI trading with an explosive earnings report. On Thursday, Nvidia's stock price surged 8.7%, marking its biggest single-day gain since April 2025, translating to a $442 billion increase in market capitalization. This surge is second only to Microsoft's $450 billion

OpenAI and Anthropic call for stronger cyber defenses: Enhanced AI capabilities increase the risk of hacker attacks.

OpenAI and Anthropic call for stronger cyber defenses: Enhanced AI capabilities increase the risk of hacker attacks.

Artificial intelligence companies OpenAI and Anthropic, along with more than 100 technology and financial services organizations, have warned that businesses and governments must do more to prepare for and strengthen defenses against AI-driven hacking attacks. In an open letter released on Thursday, these AI companies, along with Alphabet's

SpaceX volatility has decreased significantly, and Musk has once again boldly predicted that revenue will reach $3.5 trillion by 2033.

SpaceX volatility has decreased significantly, and Musk has once again boldly predicted that revenue will reach $3.5 trillion by 2033.

Musk said this Thursday that he expects SpaceX's annual revenue to reach $3.5 trillion by around 2033. This is seven years earlier than Morgan Stanley's previous forecast of 2040. Earlier this month, Musk also predicted that SpaceX's annual revenue would surpass $1 trillion

Key developments in Anthropic's IPO: Plans to allow existing shareholders to cash out, or extend lock-up periods, with a listing as early as the end of September.

Key developments in Anthropic's IPO: Plans to allow existing shareholders to cash out, or extend lock-up periods, with a listing as early as the end of September.

Anthropic's IPO process has seen another key development. According to a report by technology media outlet The Information on Wednesday, the 27th (Eastern Time), Anthropic is considering allowing existing shareholders to sell some of their shares during the IPO, while also exploring setting a lock-up period of more

Walsh's Jackson Hole speech is expected to be lackluster; Waller's remarks in September may offer more trading value.

Walsh's Jackson Hole speech is expected to be lackluster; Waller's remarks in September may offer more trading value.

On Friday, Federal Reserve Chairman Kevin Warsh will speak in Jackson Hole, which may once again disappoint bond traders hoping for a clear policy signal. The truly valuable trading opportunity may not come until Governor Waller speaks next week. Multiple signs indicate that Warsh will continue his sparing use of

Marvell's Q2 revenue grew 37% year-over-year, exceeding expectations; Q3 guidance of $3.15 billion far surpasses expectations | Earnings Insights

Marvell's Q2 revenue grew 37% year-over-year, exceeding expectations; Q3 guidance of $3.15 billion far surpasses expectations | Earnings Insights

Marvell Technology reported strong quarterly results, but the company's slightly better-than-expected performance failed to satisfy investors as market expectations had already been significantly inflated, and the stock fell in after-hours trading. After the US stock market closed on August 27, Marvell Technology released its second fiscal quarter earnings