JPMorgan said Techtronic Industries management still expects to meet full-year guidance despite market concerns over higher interest rates, rising shipping and commodity costs, macro volatility and a slowdown in some AI data center development, according to ETNet. The bank said the company’s consumer business has performed well after exiting lower-margin brands such as Hart and refocusing on core power tools and outdoor products. Management expects more innovation and consumer-led demand from 2027 onward. JPMorgan added that Milwaukee continues to post global success, supported by its exposure to data centers and critical infrastructure. The company’s cash flow remains strong, backing a disciplined capital-allocation strategy that includes ongoing buybacks and higher dividends, while free cash flow and EBIT both hit record highs. Although management has not issued formal 2027 guidance, JPMorgan said it is confident Milwaukee can deliver low-double-digit revenue growth and expects rising AI data center contributions to accelerate profit growth. It said management kept its 2027 EBIT margin target at 10%. The bank maintained its overweight rating and HK$179 target price, saying Techtronic remains one of its top picks in industrials and that the stock, up about 40% year to date, should continue to outperform into year-end.

A trader bought 1.14 million STANDARD with 80 ETH and later sold them for 160 ETH within one hour, making a profit of 80 ETH, or about $201,000. According to Odaily, Lookonchain monitored the transaction.

A whale on Hyperliquid liquidated its SKHX long position last night, taking a loss of about $1.027 million, and placed new buy orders this morning after the price fell further. According to Odaily, at 02:11, the address split 100 ordinary limit buy orders in the $1,130 to $1,160 range, with 250 SKHX in each order, planning to repurchase 25,000 SKHX worth about $28.625 million, roughly 30.3% more than the position it just closed. SKHX was trading at about $1,266 at the time, meaning it would need to fall another 8.4% to 10.7% to reach the whale's re-entry range.

South Korea’s finance minister nominee said the economy is at a turning point, with an artificial-intelligence-fueled semiconductor boom creating new opportunities, according to Bloomberg. He said shifts in the chip cycle, global interest rates and geopolitical tensions also pose risks.

According to Wallstreetcn, Zhang Yongwei, chairman of the China EV100 Research Institute, said at a media briefing for the Smart Electric Vehicle Development High-Level Forum (2027) that China’s auto market will enter an adjustment phase in 2026, with full-year performance expected to be broadly stable, marked by clear structural divergence, strong exports and weak domestic demand, domestic market sales forecast to fall 18%, and exports expected to grow 55%.

Japan's centenarian population has topped 100,000 for the first time, underscoring the country's remarkable longevity and the rising cost of caring for its rapidly aging population. According to Sina Finance, citing a report released by Japan's Ministry of Health on Tuesday, the number of people aged 100 and older rose to a record 107,677 as of September 15. The figure has climbed sharply over decades, from 153 centenarians in 1963, when records began, to about 10,000 in 1998. Women account for about 88% of Japan's centenarians, and the report said Japan's longest-lived person is a 114-year-old woman living in Kyoto.

According to CNBC, the one-month rolling correlation between front-month West Texas Intermediate crude and the 10-year Treasury yield has risen to 0.96, the strongest positive relationship since June 2019 and before that October 2014. The synchronized move comes as oil prices have surged on conflict in the Middle East, while the benchmark 10-year Treasury yield briefly topped 5% Monday for the first time since October 2023. Billy Leung, investment strategist at Global X ETFs, said a further rise in oil would transmit more directly into financial conditions by lifting inflation expectations, delaying Federal Reserve easing and raising the discount rate applied to equities and credit. Ed Yardeni, president of Yardeni Research, said higher oil prices would point to higher bond yields and inflation expectations, increasing the odds of a tightening cycle and potentially two or three more rate hikes. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, said he sees a bond bear market ahead and does not see anything stopping the rise in oil and natural gas prices. Andy Lipow, president of Lipow Oil Associates, said higher energy prices feed into gasoline costs and into goods and services transported by truck and rail, while higher Treasury yields raise borrowing costs for mortgages, auto loans and other financing. He also said the combination is bad news for consumers and can increase financing costs for inventories and investment, including capital-intensive artificial intelligence buildouts and related energy infrastructure. Leung said the 0.96 correlation is unusually high but could unwind if geopolitical tensions ease or growth fears take over.

今天真正值得问的，可能不是AI什么时候会放缓。而是在全世界终于愿意一起踩下刹车之前，我们还要经历什么？

AI 发展的速度远远超过了所有人的预期。最前沿的智能应该以一种开放、廉价的方式，供应给所有人。

十家团队在Hyperliquid上注册过自己的永续市场，多数为此锁了约$40M 的 HYPE。其中一家占去97.8%的成交量，且刚刚单月回落44%。另外九家买到了什么，数字全部取自链上。

比特币有助于优化私募市场投资组合。从历史表现来看，即便配置比例很低，该资产也能提升风险调整后收益。

特朗普连续发帖为AI狂飙和数据中心建设辩护，直斥AI末日论和数据中心反对声是“骗局”，警告不要扼杀美国AI领先优势，甚至称真正需要的AI“护栏”是一位强大而聪明的总统。

金色财经推出加密货币和区块链行业早报《金色早8点》3182期，为您提供最新、最快的数字货币和区块链行业新闻。

同是回购型代币，市场给PONS的估值只有0.9倍PE，HYPE却拿到29倍。陡峭的估值曲线背后，是现金流确定性与「被验证程度」的定价逻辑。

埃隆·马斯克在X平台上支持了阿莫迪的立场，仅写道：“达里奥说得对”

奥特曼宣布OpenAI放弃2026年上市计划。营收130亿、净亏385亿的现金黑洞背后，是一场关于估值、监管与算力军备的三重博弈。

零息可转债、溢价转股，智谱再融50亿美元。烧钱无底洞之后，它把新故事押在了自训练模型上，资本市场还愿意买账吗？