U.S. stocks
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Bob Sloan, founder of S3 Partners, said short sellers are betting big on SpaceX, calling it "one of the most frothy trades" on Wall Street, with shorts already billions of dollars ahead.
Bob Sloan, founder of S3 Partners, said short sellers are betting big on SpaceX, calling it "one of the most frothy trades" on Wall Street, with shorts already billions of dollars ahead.
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Morgan Stanley projects US AI data centers to face 38 GW electricity gap through 2028, identifying GE Vernova as a key beneficiary
Morgan Stanley estimates that US data centers will need an additional 68 gigawatts (GW) of electricity between 2026 and 2028. After accounting for projects under construction and available grid capaci
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Intel's stock price fell 35.4% last month due to a broad sell-off in chip stocks and investor concerns about its excessive capital expenditures.
Intel's stock price fell sharply in July, mainly due to a general sell-off in chip stocks and investor concerns about its excessive capital expenditure (capex). The company stated during its second-qu
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Corvex signs multi-year agreement to provide NVIDIA Blackwell GPU infrastructure to a leading AI company, funding expansion without issuing new equity
Corvex (NASDAQ:MOVE) announced the multi-year agreement, stating that the expansion will be financed through debt, customer prepayments, and existing cash, thereby avoiding additional equity issuance.
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Fundstrat's Tom Lee Predicts Stocks Could Soar to New Highs in August, Citing Six Potential Drivers
Tom Lee, head of research at Fundstrat, believes the U.S. stock market could reach new highs in August, outlining six potential drivers. He noted that despite the S&P 500 and Nasdaq being broadly flat
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Wall Street Strategist Matt Maley: Amazon Poised to Win AI Infrastructure Race, Oracle Faces Customer Churn Risk
Matt Maley, chief market strategist at Miller Tabak, stated on CNBC that the AI infrastructure race initially had five or six major players, and he expects only one or two to ultimately emerge victori
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An analysis ranked Microsoft and Amazon as clear leaders in Big Tech's AI spending durability and transparency, followed by Alphabet, Meta, and Oracle.
The analysis, which assessed five hyperscalers across AI infrastructure spending plans, funding, balance sheet capacity, and verifiable payoff, found a consistent ranking. Microsoft and Amazon were id
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Palantir's Q2 earnings beat expectations, with revenue and demand accelerating, sending its stock soaring on Tuesday morning.
Data analysis company Palantir announced better-than-expected second-quarter earnings, with revenue and demand both accelerating. Deutsche Bank analyst Brad Zelnick said this further strengthens the v
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U.S. Department of Defense Signs Multi-Billion Dollar Agreements with Lockheed Martin, Northrop Grumman to Accelerelate Production of Patriot Missile and THAAD Interceptor Components
The U.S. Department of Defense on Monday signed a multi-billion dollar framework agreement with Lockheed Martin and Northrop Grumman, aiming to accelerate the production of Patriot missile and THAAD i
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Jim Cramer calls current market “most exciting moment” of his career as $1.2 trillion data center boom pushes Dow to record high
Cramer stated on CNBC that the $1.2 trillion data center capital expenditure wave, driven by AI infrastructure, is growing at 30% annually, presenting a "generational opportunity" for investors. He no
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Jim Cramer says Nvidia chips are scarce and holding value, pushing NVDA stock up 2.93% to $206.64 on August 3
CNBC host Jim Cramer stated on X that Nvidia chips are scarce and retaining value, which he attributed to the stock's surge. This comes as analysts point to severe constraints in TSMC's N3 process waf
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New Jersey sues Amazon for antitrust violations, alleging 'monopsony' power over delivery contractors leads to suppressed wages and competition
New Jersey Attorney General Jennifer Davenport announced the lawsuit, alleging Amazon abuses its power over third-party delivery contractors by preventing them from unionizing and restricting them fro
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Micron shares rose 6% to $880, SK Hynix rose 4% to $148, and SanDisk rose 8% to $1393, as Wall Street raised AI memory price targets
Memory and storage chip stocks generally rose in early trading on Tuesday, after Sandisk and Hynix released the first High Bandwidth Flash (HBF) industry standard, which is expected to expand the addr
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Hut 8 shares slip after mild Q2 revenue miss; CEO states future Bitcoin exposure will be via American Bitcoin subsidiary as AI data center pipeline grows
Bitcoin miner Hut 8 reported a mild revenue miss for its second quarter. CEO Asher Genoot clarified that the company's future Bitcoin exposure will primarily be managed through its American Bitcoin su
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NVIDIA Alpamayo 2 Super Open Inference Model Now Commercially Available, Empowering Robotaxis and Autonomous Vehicles to Tackle Complex Scenarios
NVIDIA announced that its Alpamayo 2 Super open inference model is now available for commercial use, designed to help robotaxis and autonomous vehicles (AVs) address rare and complex driving situation
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NVIDIA introduced several AI storage technology advancements at the FMS conference, including the open-source cuFile API and the Storage-Next initiative, to address the immense demand for memory and storage from AI.
NVIDIA announced at the Future Memory & Storage (FMS) conference that, to address the immense demand from AI for large-scale datasets and context windows, the company is introducing several advancemen
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Apple's Indian supplier, Tata Electronics, experienced a cyber leak, which Chinese state media used to promote the reliability of China's supply chain.
Apple's Indian supplier, Tata Electronics, reportedly recently suffered a cyber leak involving specifications for Apple's unreleased iPhone 18 Pro model. Chinese state media leveraged this incident to
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Goldman Sachs Sees 90% Upside for Korean Stocks, Raising Kospi Target to 12,000 on Strong AI-Driven Earnings
Goldman Sachs Chief Asia-Pacific Equity Strategist Tim Moe raised the firm's Kospi target to 12,000, implying roughly 90% upside, stating their "conviction level in the stronger for longer cycle is re
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Goldman Sachs Strategist Warns of 'Hidden Credit Stress,' Citing Growing Maturity Risks for Software Borrowers
Goldman Sachs' chief credit strategist Amanda Lynam stated that current credit-market pressure stems from dispersion rather than widespread disruption. She highlighted growing maturity risks for softw
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Trump stated on Truth Social that the United Auto Workers (UAW) believes 'strategic' tariffs have prompted a surge in industry hiring.
Trump stated on Truth Social that the United Auto Workers (UAW) believes 'strategic' tariffs have prompted a surge in industry hiring.
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Blockchain prediction market Polymarket targets $20 billion valuation in new funding round, months after closing a $15 billion round that included a $600 million investment from Intercontine
The move comes as competition intensifies in the prediction market sector, with rival Kalshi reportedly seeking new capital at a $40 billion valuation.
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Google's YouTube Premium adds ad-supported Peacock Premium for U.S. subscribers, intensifying competition with Netflix
The move is seen as YouTube's latest effort to expand its offerings beyond ad-free viewing and directly challenge Netflix's core audience. YouTube already boasts a vast content library with 20 million
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Vanguard Total Bond Market ETF (BND) is down 2.48% year-to-date in 2026, but an investor remains optimistic about its long-term investment value.
Yahoo Finance published an article stating that despite the Vanguard Total Bond Market ETF (BND) having fallen approximately 2.48% year-to-date in 2026, one investor indicated they would continue to i
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Meta CEO Mark Zuckerberg stated that the company is receiving lease offers for its AI computing infrastructure at prices above cost, suggesting that AI investments could become profitable.
Meta CEO Mark Zuckerberg delivered a clear message to investors during the Q2 earnings call on July 29, stating that the AI infrastructure the company is building has received lease offers exceeding i
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Driven by a higher-than-expected inflation report, the U.S. 30-year fixed mortgage rate jumped 12 basis points in a single day to 7.30%.
Driven by a higher-than-expected inflation report, the U.S. 30-year fixed mortgage rate jumped 12 basis points in a single day to 7.30%.
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Volkswagen cancels advanced headquarters plant construction plans, facing pressure from declining profits
Volkswagen cancels advanced headquarters plant construction plans, facing pressure from declining profits
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Decrypt: NVIDIA's Market Cap Shrinks by About $430B in Two Days; Independent Directors Reportedly Hire Lawyers to Investigate
According to Decrypt, NVIDIA lost approximately $430 billion in market value over a two-day period. The report also stated that the company's independent directors have hired Wachtell Lipton to invest
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Citing Deltaone, BofA: December baseline remains a 25 bps rate hike, with the risk of a 50 bps hike rising.
Citing Deltaone, BofA still maintains its baseline expectation of a 25-basis-point rate hike by the Federal Reserve in December following the U.S. October CPI report, while viewing the probability of
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U.S. October retail sales grew 0.2% month-over-month, marking the smallest increase in nearly a year.
U.S. October retail sales grew 0.2% month-over-month, marking the smallest increase in nearly a year.
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Cointelegraph: Barclays discloses holding approximately $187 million in BlackRock Bitcoin ETF as of end of September
According to Cointelegraph, Barclays disclosed holding approximately $187 million worth of BlackRock’s Bitcoin ETF as of September 30, while Citi disclosed a new position of about $119 million in Fide
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Mortgage Bankers Association: US mortgage applications rose 6.2% week-on-week last week
Mortgage Bankers Association (MBA): U.S. mortgage application volume rose 6.2% week-on-week last week, driven by a 7.5% surge in purchase loan applications and a 4.5% increase in refinancing demand. O
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Lookonchain: Wallet 0xc8b5 opens leveraged long positions on NVDA and SNDK
According to a Lookonchain post, wallet 0xc8b5 has opened a 5x leveraged long position of 136,982 units of NVDA, with the post estimating its value at approximately $24.2 million. Additionally, it hol
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Deltaone: Baird downgrades NVIDIA, lowering its price target from $500 to $200
According to Deltaone, Baird has downgraded NVIDIA from "Outperform" to "Neutral," slashing its price target by 60% from $500 to $200. Citing analyst Tristan Gerra, the post noted that supply constrai
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CNBC: CATO tally covers US government equity deals involving 41 companies, including pending deals
CNBC, citing the CATO Institute’s tracker, reports that the Trump administration’s equity arrangements involved 41 companies by November. The tally covers publicly traded and privately held companies,
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Bitcoin holds steady as CoreWeave earnings revive AI outlook, Anthropic said to raise IPO valuation
Bitcoin holds steady as CoreWeave earnings revive AI outlook, Anthropic said to raise IPO valuation
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Waller Journal: CoreWeave temporarily eases capital constraints via workaround, but remains reliant on capital markets in the long run
Waller Journal: CoreWeave temporarily eases capital constraints via workaround, but remains reliant on capital markets in the long run
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CNBC: Nissan plans to expand exports of China-developed models from two to five
According to an interview with Nissan CEO Ivan Espinosa by CNBC, the company plans to expand the export range of its China-developed models from two to five in the near term, targeting 12 regional mar
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CNBC: NVIDIA rose 4.5% in pre-market trading at 05:00 Eastern Time, as markets focus on next week's earnings report
According to CNBC, as of 05:00 AM Eastern Time on Wednesday, NVIDIA's pre-market stock price rose by 4.5%, following declines of 4.3% and 5.47% on Monday and Tuesday, respectively. The report noted th
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The Block: New York Federal Judge Denies Novig Injunction Application
According to The Block, a New York federal judge has denied Novig’s motion for an injunction, ruling that the company's sports event contracts do not constitute swaps and allowing New York State to en
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Nissan Motor says sales slump in the Chinese market further intensifies ahead of late October
Nissan Motor says sales slump in the Chinese market further intensifies ahead of late October
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Nasdaq futures rose 1.5%, bolstered by NVIDIA's after-hours stabilization and strong earnings from CoreWeave
Nasdaq futures rose 1.5%, bolstered by NVIDIA's after-hours stabilization and strong earnings from CoreWeave
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CNBC: CoreWeave shares rose 15.4% pre-market at 04:06 EST, raising full-year guidance following earnings report
According to CNBC, as of 04:06 AM Eastern Time on Wednesday, CoreWeave's pre-market shares rose 15.4%. The company previously reported third-quarter revenue of $3.7 billion, a 168% year-over-year incr
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US Spot Bitcoin ETFs See $1.6B Outflows in November While Equity Funds Attract Massive Inflows for Dip-Buying
US Spot Bitcoin ETFs See $1.6B Outflows in November While Equity Funds Attract Massive Inflows for Dip-Buying
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Waller: Payward Plans to Launch Tokenized Versions of Over 200 UK and European Stocks
According to The Wall Street Journal, Payward plans to launch tokenized versions of over 200 actively traded UK and European equities. Current news summaries do not specify a launch date, applicable r
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Wu Blockchain reviews FTX's sale of Anthropic stake: recovered approximately $1.34 billion, while the retained stake value is a hypothetical estimate
According to Wu Blockchain, FTX and its affiliates invested approximately $500 million in Anthropic between 2021 and 2022, securing an initial stake of about 8%. They subsequently sold off these holdi
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Al Jazeera citing Reuters investigation: Northwestern Polytechnical University procurement records show purchase of two H200s last month
According to Al Jazeera, citing a Reuters survey, procurement records on the website of Northwestern Polytechnical University dated October 21 show that the university's School of Management purchased
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South China Morning Post: TSMC Board Approves Investments of Up to $500 Million Each in Anthropic and OpenAI
According to the South China Morning Post, TSMC's board of directors approved on Tuesday an investment of up to $500 million to purchase Anthropic common stock at the IPO price, and another up to $500
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Nissan Lowers Car Sales Forecast Due to Intensified Competition in Chinese Market
Nissan Lowers Car Sales Forecast Due to Intensified Competition in Chinese Market
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2026 US Stock Market Safe-Haven Assets Encyclopedia: How Walmart and Caterpillar Lead the Industrial Sector Amid AI Bubble Doubts
In November 2026, pressured by concerns over the AI hashrate bubble and tightening regulatory expectations, the U.S. stock market experienced severe volatility in tech stocks. Capital accelerated its rotation into traditional blue-chip and industrial sectors—exemplified by Walmart and Caterpillar—seeking safe-haven assets with stable cash flows and defensive attributes.
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SPY ETF: Investment Value and Long-Term Potential Analysis of the S&P 500 Index Tracker
SPY primarily refers to the SPDR S&P 500 ETF Trust, one of the world's largest and most liquid exchange-traded funds, designed to track the performance of the S&P 500 index. This article provides an in-depth analysis of SPY's value as a long-term investment, including its advantages such as diversification, high liquidity, and stable dividends, while also exploring potential considerations like its slightly higher expense ratio and structural flexibility. For investors looking to participate in the overall growth of the U.S. stock market, SPY is considered a core allocation tool.
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Bitcoin and US Stocks Correlation: A Discussion on History, Current Status, and Future Trends
The correlation between Bitcoin and U.S. equities has always been a focal point for the market. Historically, Bitcoin has often shown a strong correlation with the S&P 500 index, especially during periods of macroeconomic uncertainty. However, entering September 2026, this traditional correlation underwent a significant change, with correlation metrics briefly falling into negative territory, sparking discussions in the market about whether the two are decoupling. This article will deeply analyze the macroeconomic factors, institutional adoption, and ETF effects influencing the correlation between Bitcoin and U.S. equities, and explore Bitcoin's dual nature as both a risk asset and a safe-haven asset, aiming to provide readers with a comprehensive market perspective.
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How US Stocks Influence the Crypto Market: Correlation, Macro Factors, and Regulatory Dynamics Analysis
In recent years, the correlation between the U.S. stock market and the cryptocurrency market has significantly strengthened, with their trends increasingly converging. Macroeconomic policies, the participation of institutional investors, and regulatory dynamics are key factors influencing this linkage. Cryptocurrencies are regarded as high-risk assets, with volatility similar to that of tech stocks, and are jointly affected by the Federal Reserve's monetary policy and global risk appetite. The latest data indicates that regulatory signals and market sentiment can still be rapidly transmitted to both major markets.
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NVIDIA (NVDA) Encyclopedia: Deconstructing the AI Computing Leader's Moat and Valuation Logic, from GPU Hardware to the CUDA Software Ecosystem
As of September 2026, NVIDIA has become the world's most valuable company by market capitalization, with its AI hardware and CUDA software ecosystem forming a formidable competitive barrier. The company continues to launch new-generation GPU architectures such as Blackwell and Vera Rubin, and is expanding the CUDA platform to support Rust language and quantum computing. NVIDIA's valuation is closely tied to the global AI capital expenditure cycle. Despite competition from AMD, Intel, and cloud service providers' self-developed chips, its data center revenue and profitability remain strong. However, the market still has concerns regarding its high valuation, geopolitical risks, and founder succession risk.
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Key Differences Between US and A-Share Markets: A Five-Core Mechanism Analysis
The U.S. stock market holds a significant position in global financial markets due to its unique trading mechanisms. This article will delve into five core characteristics of U.S. stocks: no daily price limits, T+0 trading, T+1 settlement, circuit breakers, and short selling. Concurrently, the article will provide a detailed comparison of the significant differences between U.S. stocks and China's A-shares in terms of trading systems, investor structure, market regulation, and listed company composition, helping readers to fully understand the operational logic of both markets.
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"CIPHER Coin" Value Analysis: Distinguishing Crypto Tokens from Public Companies, Discussing Investment Potential
The term "ciph coin" may refer to two different assets: one is Cipher (CIPHR/CYPH), a cryptocurrency token based on the BNB Chain, with limited public information and trading activity; the other is Cipher Digital (CIFR.US), a US-listed company that is transitioning from Bitcoin mining to an AI high-performance computing service provider. This article will analyze the current status and potential value of these two assets separately, and discuss their long-term investment prospects.
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Bitcoin Analysis of Correlation with U.S. Stocks: Will Markets Move in Tandem During a Market Crash?
Bitcoin The correlation with the U.S. stock market has long been a focus of attention. Historically, Bitcoin has shown a high degree of convergence with the S&P 500 Index, particularly after institutional investors entered the market.However, as of July 2026, the latest data shows that the short-term correlation between Bitcoin and the U.S. stock market has declined significantly, even turning negative, sparking debate over whether it can serve as an independent safe-haven asset. Macroeconomic factors, Federal Reserve policy, and institutional adoption continue to influence the performance of Bitcoin, causing its role to oscillate between that of “digital gold” and a high-risk asset.
U.S. stocks
24H Trending
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RTHK: U.S. stocks closed lower on Tuesday, with the Dow down 0.3% and the Nasdaq down 0.7%.
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CNBC: Colom leads by 2,607 votes in Mississippi Senate race, race uncalled
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Financial Times: Anthropic's underwriting banks prepare to boost IPO valuation to at least $1.5 trillion
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Nikkei Stock Average flat at 60,451.02 as bank and pharma gains offset tech and machinery losses
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5
Al Jazeera: UKMTO receives report of incident involving oil tanker in Strait of Hormuz, details unclear
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Al Jazeera: Meta Expands AI Age Verification, Rolling Out Globally on Instagram while Threads Rollout Remains Planned
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Hong Kong and mainland Chinese stocks opened lower, weighed down by higher-than-expected US inflation and escalating interest rate hike expectations.
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Al Jazeera: Iran denies holding talks with the US
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Binance Announcement: bStocks to Support SanDisk (SNDK) 1-for-8 Stock Split
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Hong Kong's Insurance Authority (IA) has prohibited Lim Ka Kit from engaging in insurance intermediary business for nine months.
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