According to CNBC, Barclays strategists said U.K. equities offer attractive opportunities for investors looking to ride out volatility in global stocks, calling the market cheap and describing British shares as an unloved place to hide. They said near-term AI and oil concerns may support the FTSE 100, while depressed valuations, especially in domestic names and FTSE 250 stocks, continue to provide a cushion. The strategists said those stocks trade at about a 20% discount on a price-to-book basis and cited strong M&A activity as evidence that U.K. assets remain undervalued and strategically attractive. Barclays kept high conviction in U.K. industrials, financials, utilities, real estate and selective consumer names, and named Rentokil, Trustpilot and Shawbrook as its top picks with the biggest upside potential. Helen Jewell, international chief investment officer for fundamental equities at BlackRock, said the U.K. is a useful diversifier and highlighted banks, miners and other valuation-driven opportunities. She said her team remains overweight mining companies, pointing to elevated copper prices, and noted that some U.K. stocks have been hit because they are seen as part of the AI loser basket. UBS strategists said the U.K.'s improving earnings outlook should support equities and raised their 2026 earnings growth forecast for the country to 16% from 11%. UBS kept a Neutral rating on U.K. stocks but said it expects earnings growth to remain robust at 9% in 2027 and favors banks, industrials, consumer discretionary and health care.

Nasdaq 100 futures, which are heavily weighted toward technology stocks, widened gains to 1.1%. According to Sina Finance, the Fed's policy outlook reassured investors and led them to believe it would continue efforts to curb inflation, while bond yields eased. S&P 500 futures rose 0.8%, and the 10-year U.S. Treasury yield was slightly below 5%.

Japan's main banking industry group warned that government bond yields could continue to rise, creating risks of asset write-downs and weaker profits. According to Sina Finance, Japan Bankers Association President Masahiko Kato said at a Thursday news conference that continued increases in Japanese government bond yields could lead to asset impairment and actual losses. Kato said banks may wait to add more Japanese government bonds until the yield outlook becomes clearer and policy rates reach a peak. Japan's financial regulator chief said this month that he is closely watching whether banks are properly managing risks from rising interest rates across bond holdings, corporate lending, and ultra-long mortgage loans.

Gabriel Makhlouf said the European Central Bank could raise rates in October if conditions require it. According to Sina Finance, the ECB Governing Council member said policymakers will decide borrowing costs based on actual conditions, and he did not rule out any policy option at future meetings. Makhlouf said the ECB's meetings are dynamic in periods of uncertainty and that no action can be ruled out in advance. He also said market expectations may not be right and that current data have not yet reached the ECB's desired level. According to Sina Finance, people familiar with the matter said policymakers believed another rate hike could come as early as October after this month's rate decision, while economists generally see the December meeting as more likely to bring action. Makhlouf made the remarks in Dublin before a meeting of European finance ministers and central bank governors.

Snap signed Nvidia, Amazon Web Services and Salesforce as enterprise partners for its Specs AR glasses, targeting retail, manufacturing and field operations. According to BeInCrypto, Salesforce’s Agentforce, AWS’s Amazon Quick and Nvidia’s XR software stack will power workplace AI features, but Snap gave no pilot customers or enterprise pricing. The company launched Specs at $2,195 in June; shares closed at $5.72, down 1.89%, and have lost about 30% this year.

According to Sina Finance, the U.K. Financial Conduct Authority is investigating Euro Exchange Securities UK (EES) over alleged violations. The FCA said EES may have breached the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 between February 1, 2020, and June 4, 2026. It added that EES may have failed to take appropriate steps to identify and assess money laundering risks, and may not have established and implemented policies, controls, and procedures to effectively mitigate and manage those risks. The FCA said the investigation has not reached any conclusion on the facts or on whether EES violated the relevant regulatory rules.

International Energy Agency Executive Director Fatih Birol said competition between Europe and Asia for winter liquefied natural gas cargoes could further tighten the market and keep prices rising. According to Sina Finance, he said disruptions to Qatar's LNG shipments, which normally account for about one-fifth of global supply, have driven buyers into the spot market and pushed Asian LNG prices to their highest level since 2022. Birol said in Seoul that if Europe faces a cold winter, Europe and Asia may compete for resources, which could further lift LNG prices. He also said that new projects in the United States, Canada, Australia, and Malaysia are expected to come online in the coming years, easing price pressure as supply increases. Birol's visit to Seoul was aimed at advancing the agency's Asia energy resilience initiative, RISE ASIA. According to Sina Finance, the multilateral agreement covers Asian countries including South Korea and focuses on reducing vulnerability to oil and LNG supply disruptions, strengthening power systems, and accelerating electrification. Birol said South Korea, one of the world's major LNG importers, should continue to promote electrification, maximize renewable energy use with nuclear power support, and diversify its natural gas supply sources.

King Charles III plans to seek assurances from some of the most important figures in artificial intelligence that experts can keep control of their inventions. According to Sina Finance, Nvidia CEO Jensen Huang, OpenAI CFO Sarah Friar, and Google DeepMind co-founder Demis Hassabis will attend an event in Scotland on Thursday hosted by King Charles III. Senior representatives from Anthropic and U.K. AI Minister Kanishka Narayan will also attend the AI forum at Dumfries House. According to Sina Finance, Buckingham Palace said the meeting will examine how to use the technology for the benefit of society and the natural world. At the summit, King Charles III will ask two key questions: how to fully use AI's advantages while ensuring safety, and how to build international cooperation and consensus so no country is left behind and humanity's future is protected. According to Sina Finance, the closed-door discussion comes shortly after Anthropic CEO Dario Amodei called for slowing the development of frontier models, sparking a global debate over rising AI risks.

CLARITY法案の手続き上の採決が頓挫し、複数の論争により、米国の暗号資産規制の統一に向けた道筋は引き続き先送りとなった。

費用に関する提案が可決され、USDeの供給量が75億ドルに戻ったことを受け、Ethenaは収益を用いてENAを買い戻す予定である。

韓国の警察は、予測市場に合計176億ウォン（1,270万ドル）を賭けたとして、Polymarketの利用者26人のうち18人を違法賭博の疑いで検察に送致しました。 利用者側は、ポリマーケットの契約は満期前に取引できるため、暗号資産デリバティブに近いと主張しているが、当局はこれらの賭けが韓国の賭博法の適用対象になると述べている。

エチオピアでは、干ばつが深刻化する中、減少する水力発電の電力を配給制とし、一般家庭や製造業を優先せざるを得ない状況にあるため、ビットコインのマイナーは契約した電力供給量のわずか23％しか受け取れていない。

Cloudflareの認証を装った詐欺が、ミームコインのトレーダーを標的にし、彼らを騙して自分のコンピューター上で悪意のあるコマンドを実行させようとしており、あるトレーダーは約60万ドルの損失を被ったと報じられている。

利上げ自体はもはや重要ではなく、重要なのは今後の政策のペースや金利の動向に対する予想である。

顔はファンダメンタルズではないが、情報の非対称性の下でコミュニティが即座に読み取れる唯一のシグナルである――これこそが、暗号資産市場の最も残酷な側面だ。

ジャスティン・サンは、数学分野における画期的な発見に対して最大100万ドルを懸賞金として提供している。そして、次世代の科学的発見は、誰が発見したかというよりも、機械がその発見を検証できるかどうかによって評価されるようになるだろうと賭けている。

どうやら、米国の司法省は大統領による「小口投資家からの搾取」を規制することはできないようだが、コンプライアンス部門の職員が「小口投資家からの搾取」を行おうとする場合は、規制できるようだ。

UBSは、ウォッシュ氏の政策反応関数が前任者とは実質的に変化しており、インフレや供給ショックに対してより敏感である一方、労働市場への懸念は明らかに低く、引き締め政策の閾値をより高く設定していると見ている。