General News
Latest news from around the World.
China's CXMT says new memory-chip platform enters mass production
Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough that could help China build a stronger competitor to Samsung Electronics, SK Hynix and Micron Technology in the global market for memory chips.
...keep reeding on reuters.com
Crypto Blew Its Big Moment—and the Blame Game Has Begun
Coinbase CEO Brian Armstrong was at the center of a protracted fight over the role of digital assets in mainstream finance.
...keep reeding on wsj.com
September Is Bitcoin's Worst Month and It's Up 2.7% So Far. What That Says About Q4
Bitcoin (CRYPTO:BTC) has lost money in eight of the 13 Septembers since 2013, and its average monthly return is a loss of about 2.9%, the worst of any month on the calendar, according to CoinGlass.
...keep reeding on 247wallst.com
Unpacking the Stock Market's Coiled Spring Set Up
Year-to-date, the S&P 500 Index has registered average returns, gaining ~11% through mid-September. Despite the healthy gains, the 2026 market has been a complex environment for Wall Street investors to understand. Investors had to weigh positives, such as the booming AI buildout, against negatives such as the U.S.-Iran conflict and an energy shock that has left many Americans paying ~$5 at the gas pump. Overall, bullish investors are winning the battle.
...keep reeding on zacks.com
Refineries Are Now the Main Chokepoint for Global Energy Supplies
The Iran and Ukraine wars have exposed the world's reliance on the Middle East and Russia for diesel.
...keep reeding on wsj.com
Trump to create AI force - as lawsuit claims firms illegally agreed to slow development
Donald Trump wrote in a social media post on Saturday that he is creating an "AI Force" to oversee regulation of AI and will announce an AI "czar" in the near future.
...keep reeding on news.sky.com
Trump announces an ‘AI force' after industry sounded alarm
The president's first call for federal oversight of the industry comes as opposition grows against AI grows among voters.
...keep reeding on wsj.com
Trump says he will create 'AI Force,' name AI czar
US President Donald Trump in a social media post on Saturday said he is creating an "AI Force" and will announce an AI "czar" in the near future.
...keep reeding on reuters.com
The 1-Minute Market Report September 19, 2026
Despite Fed rate hikes and rising Treasury yields, the S&P 500 held steady, down just 0.1% for the week. Market resilience is driven by outperformance in Nasdaq and Mag 7 stocks, with large-cap growth buoying headline indices.
...keep reeding on seekingalpha.com
America could be on the verge of a MASSIVE power shift | Recap
From sudden Saudi oil pipeline disruptions and Middle East security maneuvers to the Senate's make-or-break Clarity Act vote and the administration's battle with the Fed over interest rates, here are the top market, policy and energy stories shaping the week. 0:00 | 'NEED MORE OIL': Global oil supply faces SHOCK as Saudi pipeline goes offline 10:32 | ENERGY EARTHQUAKE: America could be on the verge of a MASSIVE power shift 18:02 | Saudis reportedly REACHED OUT to the Israelis for help 22:31 | Clarity Act faces CRUCIAL 60-vote Senate test as Coinbase CEO voices optimism 30:42| PRESSURE EXPLODES: Scott Bessent gets GRILLED as inflation stays elevated 42:32 | WAR GOES ON: Vance says Iran conflict will enter a MUCH different phase 46:28 | ESCALATION: Trump threatens DRAMATIC response over Canada's Europe move 54:19 | Trump issues FIERCE response to Kevin Warsh after rate hike 1:02:10 | Blakeman drops STARK Mamdani warning: I have TREMENDOUS power over his budget
...keep reeding on youtube.com
Big Phase Transition Of AI Alpha
AI market is transitioning from hardware hoarding to agentic inference, favoring application software and capital efficiency. I rate IGV (AI software ETF) a strong buy over SMH/SOXX, citing under-ownership, margin expansion, and agentic AI integration.
...keep reeding on seekingalpha.com
The Fed Is Setting Financials Up For Another 2022
I don't think shorting financials makes much sense, as I want to believe that a hawkish Fed will succeed in bringing the 10-year Treasury yield down. Fed funds futures point to roughly two more 25 bps hikes by January 2027, and the 10-year Treasury yield is still hovering near 5%.
...keep reeding on seekingalpha.com
Diesel Prices Keep Pressure on Fed and Markets
The Federal Reserve unanimously raised its benchmark rate by a quarter point as policymakers confront inflation that remains above target and uncertainty tied to geopolitical developments. Merrill and Bank of America Head of CIO Market Strategy Joe Quinlan tells Bloomberg This Weekend hosts David Gura and Christina Ruffini that elevated diesel prices are a particular concern for businesses and could keep pressure on the Fed to raise rates further.
...keep reeding on youtube.com
Warsh's Fed shows it's serious about taming inflation. Why Wall Street now believes it.
After more than five years of failing to do so, Federal Reserve leaders think they can shrink the rate of inflation to 2% by 2029 with just slightly higher U.S. interest rates. Are they serious?
...keep reeding on marketwatch.com
Consumer sentiment is in the dumps despite a solid economy. Goldman Sachs blames 'lower happiness'
The consumer sentiment index tracked by the University of Michigan hit record lows this year. Goldman Sachs is blaming weak consumer sentiment readings on broader feelings of unhappiness in society.
...keep reeding on cnbc.com
AI Agents Test the Limits of Human Oversight
OpenAI disclosed six cases of unexpected or concerning model behavior as AI companies grapple with how to monitor increasingly autonomous agents and whether stronger independent oversight is needed. Joining David Gura on Bloomberg This Weekend, Bloomberg News AI Reporter Shirin Ghaffary explains that the safety debate is taking on geopolitical urgency as President Donald Trump emphasizes maintaining the US lead over China while resisting calls to slow AI development.
...keep reeding on youtube.com
Harbor SMID Cap Value ETF Q2 2026 Contributors And Detractors
In Q2 2026, the Harbor SMID Cap Value ETF returned 22.76%, outperforming its benchmark, the Russell 2500 Value Index, which returned 18.50%. Contributing to performance was Albany International, whose shares gained 43% during the quarter following better-than-expected operating results and continued strength in its aerospace and defense businesses. Another contributor to performance was BorgWarner, whose shares gained 23% during the quarter following better-than-expected first quarter results and growing investor optimism around the company's long-term growth opportunities.
...keep reeding on seekingalpha.com
A Mess In The West? Canada's EU Alliance Creates New Investment Opportunities
Canada is poised to become the EU's first associate member, marking a significant geopolitical and economic shift. Canada-EU trade has surged post-CETA, reaching EUR 130.8B in 2025, with goods up 76% and services up 97%.
...keep reeding on seekingalpha.com
Karman: Why I'm Upgrading To Buy After A 68% Drop
Karman Holdings is upgraded to Buy after a 68% stock decline, strong Q2 results, and improved 2027 revenue visibility. KRMN delivered 24% organic growth, a record $1.3B backlog, and raised 2026 revenue and EBITDA guidance, supporting a robust multi-year demand outlook. Execution risks remain: weak free cash flow, elevated leverage, unresolved internal control issues, and a recent CFO transition heighten investment complexity.
...keep reeding on seekingalpha.com
A sudden end to the Iran war would strike a blow against oil prices and energy stocks. Yet company insiders are buying.
The implication is a belief among insiders that the stocks are going higher from here, not lower.
...keep reeding on marketwatch.com