Key TakeawaysRBA Governor Michele Bullock emphasized the need for "patience" in assessing monetary policy after raising the cash rate to 3.85% to combat persistent inflation.The USD/JPY pair surged 0.32% to reach a fresh two-week peak of 156.45, reflecting continued divergence in global interest rate expectations.German Chancellor Friedrich Merz arrived in Beijing for high-stakes talks with President Xi Jinping, focusing on trade relations and the impact of new US tariffs.Russian authorities imposed a new f ...

Group 1 - A Russian court has fined Alphabet's Google 22 million roubles ($288,000) for distributing VPN services on the Google Play app store [1] - The VPN services allow Russian users to access foreign tech platforms and content that are banned or restricted in Russia [1]

Dario Amodei, the chief executive officer of Anthropic, warned that artificial intelligence (AI) power and wealth are concentrating rapidly among a small group of companies, raising concerns about economic and political influence.AI Power Concentration ConcernsOn Tuesday, speaking on a podcast, Amodei said he feels "somewhat uncomfortable" with how quickly influence has accumulated in the AI industry, describing the shift as occurring "almost overnight" and "almost by accident." He compared today's AI expan ...

The crypto exchange Kraken just launched 24/7 leveraged access to stocks, indices and key assets using the blockchain.The exchange is offering tokenized equity perpetual futures contracts with regulated benchmarks to eligible non-US clients in over 110 countries.Initial contracts track tokenized versions of major assets: S&P 500 via SPYx Perps, Nasdaq 100 via QQQx Perps, gold via GLDx Perps, and individual stocks including Nvidia (NVDAx), Apple (AAPLx), Alphabet (GOOGLx), Tesla (TSLAx), Robinhood (HOODx), M ...

Lawrence Edward Page, better known as Larry Page, is one of the co-founders of American tech giant Google, along with Sergey Brin. In 2015, the company was reorganised, with Alphabet Inc. as the parent company. Page served as CEO of Google from 1997 till 2001 when he was succeeded by Eric Schmidt, and then again from April 2011 until July 2015 during the transition to Alphabet Inc. He was succeeded by Sundar Pichai in August 2015.Today, Page is the second richest person in the world, after Tesla and SpaceX ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 对科技股投资者而言，今年开局颇为艰难。八家市值超过1万亿美元的美国科技公司中，有七家的股价 年初至今录得下跌。唯一的例外是英伟达(NVDA.O)。截至周二收盘，这家芯片制造商在2026年股价上 涨了3.4%。 周三美股盘后，英伟达将公布最新的季度财报。根据FactSet的共识预期，英伟达预计将在第四财季实现 经调整后每股收益1.54美元、营收661亿美元。 其中，1月季度的数据中心业务收入预计为607亿美元。就整个财年来看，FactSet跟踪的分析师预计公司 营收将达到2138亿美元。展望未来，分析师目前预计英伟达第一财季营收为729亿美元。 华尔街普遍看好未来的AI支出 目前看来，华尔街对这家公司的处境已有相当清晰的判断。这是因为其最大的一批客户几周前已陆续公 布业绩，并向投资者明确表示，在AI基础设施上的巨额投入只会进一步增加。 韦德布什证券的分析师在周一发布的英伟达财报前瞻报告中写道： "我们对2026年自然年超大规模云厂商资本开支的预测已超过此前预期……由于服务器和AI 基础设施构成未来支出的主体，我们预计AI投资的增长幅度将略高于整体资本开支 ...

Key TakeawaysPresident Trump announced a federal match of up to $1,000 per year for Americans without employer-provided 401(k) retirement accounts, aiming to bridge the savings gap for gig workers and the self-employed.Japan appointed academics Toichiro Asada and Ayano Sato to the Bank of Japan board, a significant leadership reshuffle as the central bank navigates a critical period of monetary normalization.Silver surged more than 3% in intraday trading, outperforming other precious metals amid shifting gl ...

While the US continues to command a dominant share in global portfolios, questions around sustainability, overinvestment in AI, and stretched P/E multiples are prompting investors to reassess tactical allocations.In an interaction with Kshitij Anand of ETMarkets, He pointed to improving fundamentals across parts of Asia, compelling opportunities in India, South Korea and Indonesia, and a shifting sectoral mix in Europe — particularly manufacturing and defence — as reasons for potential diversification amid ...

Key TakeawaysPresident Trump used his 2026 State of the Union address to demand an immediate end to the government shutdown while touting his economic record and defending tariffs recently struck down by the Supreme Court.WiseTech Global (WTC) announced 2,000 job cuts, representing 29% of its workforce, declaring the "era of manually writing code" has ended due to AI automation.U.S. consumer distress hit a 20-year high as student loan delinquencies spiked to 25% and subprime auto loan delinquencies reached ...

Autonomous driving technology company Waymo announced on Tuesday that it's expanding its driverless ride-hailing services to four new cities -- three in Texas and one in Florida. Effective immediately, invitations will roll out to select Waymo customers in Dallas, Houston, San Antonio and Orlando, allowing people there to take their first local robotaxi rides.The new areas for Waymo autonomous ride-hailing span 60 square miles in San Antonio and Orlando, 50 square miles in Dallas, and 25 square miles in Hou ...