Global TradFi & Macroeconomics

Akamai Technologies Inc. shares rose approximately 19% on Friday following analyst upgrades driven by the company's expanded $11.6 billion agreement with Anthropic. Piper Sandler raised its price target to $158 from $125, stating the deal could shift Akamai from a value asset toward a hypergrowth on

Advanced Micro Devices (AMD) stocks gained 1.8% in pre-market trade on Friday, on track to hit a fresh record high, after Bank of America (BofA) raised its price target on the stock by $100 to $720 from $620. The upgrade followed AMD shares reaching a record high above $629 on Thursday and the

According to PANews, on Sept 16, Fed Chair Warnock abandoned the neutral rate framework, stating the concept is useful only in academia and provides no guidance for rate decisions. The shift reflects a broader policy recalibration: Warnock has also restructured post-meeting press conferences,

Bank of America raised its AMD price target from $620 to $720 on Friday, citing the Anthropic-Akamai infrastructure deal as evidence that agentic AI workloads will drive broader CPU demand. BofA estimates the server CPU market will expand from $61 billion in 2026 to $211 billion by 2030, and raised

According to BlockBeats, on September 25, Akamai Technologies surged 20% in U.S. premarket trading after signing a seven-year, $11.6 billion computing power agreement with Anthropic. In the broader market, tech giants showed mixed premarket movement: Tesla gained 1.1%, Nvidia rose 0.7%, Amazon

Treasury yields hit multi-decade highs this week, with the 30-year Treasury yield reaching its highest level since 2004 yesterday and the 10-year note building on its biggest single-day jump in over a year. The rapid climb stems from persistent inflation and a growing U.S. debt pile, exposing

The Canadian dollar weakened beyond C$1.41525 per US dollar on September 25 as the gap between Canadian and US short-term bond yields kept pressure on the currency. Wise showed one US dollar buying C$1.41525 at 07:55 UTC on September 25, extending a decline that Reuters described on September 22 as

According to Mortgage News Daily, the 30-year fixed mortgage rate jumped to 7.45% yesterday (September 24), marking a sharp increase amid surging Treasury yields. The 30-year Treasury yield reached its highest level since 2004, while the 10-year note extended gains from its largest single-day jump i

According to Jin10, India's state-run refiners plan to increase U.S. LPG imports by over 25% next year, raising annual contract volumes from 2.2 million tons to approximately 2.76 million tons. Indian Oil Corporation, Bharat Petroleum Corporation, and Hindustan Petroleum Corporation are seeking to p

Mizuho Securities initiated coverage of Tower Semiconductor on September 25 with an Outperform rating and a $300 price target, citing the company's dominant position in silicon photonics for AI optical connectivity as the primary catalyst. The move follows a similar bullish call from Barclays

According to a Stacker report carried by KVIA on September 24, internal data from Velotrade showed that the share of its active traders running at least part of their strategy through an API or automated system rose from 34% to 76% over four months. A review of published rules at 15 proprietary trad

According to Wise data, the Canadian dollar weakened beyond C$1.4150 per US dollar on September 25, with the exchange rate at C$1.41525 as of 07:55 UTC. The decline was driven by widening interest-rate differentials between Canada and the US. Canada's two-year government bond yield stood at 3.393% o

Cipher Digital (CIFR) announced it extended the lease term at its Barber Lake data center from 10 years to 20, increasing total contracted revenue from $3.8 billion to over $9 billion. The additional 10-year commitment comes from an unnamed AI lab and is expected to generate about $5.2 billion in in

Cipher Digital (CIFR) announced on Friday that it extended the lease term at its Barber Lake data center from 10 years to 20 years, more than doubling contracted revenue at the site from $3.8 billion to over $9 billion. The additional 10-year commitment from an unnamed leading AI lab is expected to

U.S. Treasury yields climbed today following the release of durable goods data. The 30-year yield gained 1.85 basis points to 5.481%, while the 10-year yield rose 2.36 basis points to 5.186%.

KuCoin opened spot trading for tokenized representations of Apple, Robinhood, Strategy and SpaceX on September 23. The exchange added four new xStocks—AAPLX, HOODX, MSTRX and SPCXX—to its spot market, giving eligible users access to equity-linked assets without traditional brokerage accounts. The to

U.S. August durable goods orders came in at 0% month-over-month (initial reading), beating the -0.3% forecast and marking a reversal from July's 1.1% gain.

According to U.S. Commerce Department data, durable goods orders excluding transportation rose 0.3% month-on-month in August, falling short of the 0.60% forecast. The prior month's reading was also revised upward from 0.40% to 0.7%.

U.S. non-defense capital orders excluding aircraft increased 1.6% month-over-month in August, surpassing the 0.5% forecast. The prior month's reading was revised upward to 0.6% from an initial 0.0%.