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1Bitget UEX Daily | US-Iran Talks Stalled, Inflation Concerns Weigh on Markets; US Stocks Pull Back from Highs, Energy Prices Push Bond Yields Higher (May 18, 2026)2Revealing Q1 Holdings of U.S. Institutional Investors: AI Infrastructure is Most Favored3Capex is surging, can Applied Materials (AMAT) catch the "fortune raining from the sky"?
WARD fluctuates 40.2% in 24 hours: AI narrative continues to drive high-level volatility
Bitget Pulse·2026/05/18 03:05
Canadian Dollar hangs near one-month low vs bullish USD; rising Oil prices limit losses
FXStreet·2026/05/18 02:51
IAG fluctuates by 48.8% in 24 hours: trading volume surge drives sharp price swings
Bitget Pulse·2026/05/18 02:16
TOWN fluctuates 45.9% within 24 hours: Surge in trading volume drives sharp volatility in low liquidity environment
Bitget Pulse·2026/05/18 02:10
Japanese Yen weakens as hawkish Fed bets drive USD higher
FXStreet·2026/05/18 01:48
![[Huayuan Metal] US Inflation Exceeds Expectations + Middle East Tensions Stalemate Again, Precious Metals Surge Then Fall](https://img.bgstatic.com/spider-data/44c074dc20dc5f5ca840cf2cdf6ed6ed1779067995446.png)
EDENNEW fluctuated 155.8% in 24 hours: price quickly surged from a low of $0.0387 to a high of $0.099
Bitget Pulse·2026/05/18 01:33
Strait of Hormuz standoff: A far greater than expected global energy crisis is brewing
Cointime·2026/05/18 01:28
Missing the AI wave, India's status as an "emerging market star" is coming to an end
华尔街见闻·2026/05/18 01:24
Flash
03:54
The weather temperature section on the Polymarket frontend currently does not display any active prediction events.Foresight News reports that, according to the official page, there are currently no active prediction events displayed on the Polymarket front-end weather temperature section. In addition, according to feedback from community user @Puppyzenitsu and some other users, Polymarket's weather temperature section has allegedly experienced data and order asset disappearance. The official team has not yet responded to this issue.
03:45
Nomura: AI-driven memory demand grows exponentially, sharply raising target prices for Samsung and SK HynixGlonghui, May 18 — Nomura released a report indicating that AI-driven demand is experiencing exponential growth while memory supply remains limited, and memory stocks are expected to undergo a valuation re-rating. According to Nomura, as demand for AI semiconductors shifts from training to inference workloads, memory demand is entering a phase of exponential expansion. In contrast, the bank believes that industry supply growth during the same period may remain constrained at around 5 to 6 times (with a compound annual growth rate of approximately 30%), raising serious questions about whether the structural supply-demand imbalance can truly be resolved. Nomura notes that the industry is currently attempting to narrow this widening supply-demand gap through various software and architectural optimizations, but considers that these solutions will only slow the growth rate, rather than reverse the trend.
03:38
Masahiko Loo, Senior Fixed Income Strategist at State Street Global Advisors, said that the latest round of Japanese government bond sell-offs reflects the combined effects of global interest rate pressures and domestic fiscal concerns. He added that the supplementary budget further strengthens supply expectations.In an inflationary environment, this is not surprising. The key lies in the yield curve—the spread between the 5-year and 30-year yields is once again approaching a historically wide level of over 210 basis points. Since 2025, when the spread reaches this level, the market typically stabilizes as valuations become attractive. He emphasized that this is not a financing issue; Japan is still mainly financed domestically, and household financial assets are about twice the size of its debt. Regarding contagion risk, the spillover effects should remain limited. The global impact is more reflected in gradual interest rate repricing rather than systemic risk, and Japan is unlikely to become a net seller of foreign assets.
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