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Amazon to share $600 million in Trump tariff refunds with select customers, CFO says company absorbed most tariff costs
Amazon CFO Brian Olsavsky stated in an earnings call that the company received $600 million in tariff refunds following a Supreme Court ruling that struck down Trump's tariffs. Amazon plans to distrib
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HPE, IBD Stock Of The Day, Tests Buy Point As AI Drives Growth
HPE, IBD Stock Of The Day, Tests Buy Point As AI Drives Growth
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Roundhill Investments, known for its blockbuster DRAM memory chip ETF, is launching a new AI-themed ETF (LYTE) focused on photonics and optics technology this Thursday.
The new Roundhill Photonics and Optics ETF (LYTE) aims to capitalize on the growing demand for optical networking in AI data centers, which uses light pulses for faster, more energy-efficient data tra
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Lam Research shares surged ~20% after reporting Q2 EPS of $1.82 (vs. $1.70 expected) and strong next-quarter guidance of $2.15 (vs. $1.84 expected).
Analyst Eric Bleeker noted that while the quarter was solid, the stock's jump was largely a rebound from July's sell-off. He views the valuation as high, trading at over 30 times forward earnings, and
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NVIDIA invested $10.4 million in biotech company Generate Biomedicines through its venture capital arm NVentures, making it one of NVIDIA's top five holdings.
NVIDIA invested $10.4 million in biotech company Generate Biomedicines through its venture capital arm NVentures, making it one of NVIDIA's top five holdings.
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Yahoo Finance Analysis: Chipotle (CMG) Stock Rated "Buy" After Two Years of Volatility, Management Repurchased $631 Million in Q2, Analyst Price Target $44.05
Analysis indicates that despite Chipotle Mexican Grill (CMG) stock falling 30% from its 52-week high and 19% over the past year, its declining transaction volume trend is reversing. Furthermore, manag
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Alphabet shares extend decline to more than 5%
Alphabet shares extend decline to more than 5%
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Anthropic CEO reportedly worries new hires are only in it for the money, but the company recruits event planners at 6 times the industry average salary.
Anthropic CEO Dario Amodei is reportedly concerned that new talent joining the company is motivated by money rather than its mission. However, a brand marketing campaign lead position at the company o
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Amgen Hikes Sales Outlook By $1 Billion After Second-Quarter Smash
Amgen Hikes Sales Outlook By $1 Billion After Second-Quarter Smash
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Tech stocks pulled back after leading gains yesterday.
Tech stocks pulled back after leading gains yesterday.
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Google's AI division undergoes restructuring; Chief Scientist Jeff Dean departs after 27 years to start his own company, while DeepMind CEO Demis Hassabis transitions to Chairman.
Google announced on Wednesday that its AI division is undergoing a reorganization. Chief Scientist Jeff Dean is leaving the company after 27 years to start his own firm, in which Google will invest. A
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The White House stated that the Donald Trump administration achieved significant success in Nevada, attracting massive investments such as $600 billion from Apple and $340 billion from Amazon.
The White House announcement stated that since President Donald Trump returned to office, his administration and Republican leadership have delivered several significant achievements for Nevada. These
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S&P 500 surges over 6% in past five days, marking its biggest gain since last year's tariff tantrum.
The rapid comeback follows a challenging period for high-flying momentum names, with the iShares Semiconductor ETF (SOXX) having fallen 21.2% in July, its largest monthly drop in over 20 years. Goldma
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Bloom Energy's AI data center backlog reached $20 billion in early 2026, with product backlog increasing by 140% year-over-year, primarily driven by AI-powered demand.
In its Q2 2026 earnings update, Bloom Energy noted a continued increase in its AI data center backlog, growing faster than revenue. As of early 2026, the total backlog reached $20 billion, with produc
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Major hedge funds including Citadel, Point72 and Two Sigma were targeted in a wave of attempted cyberattacks using AI-powered voice phishing; Two Sigma stated it successfully blocked the att
Cybersecurity experts warn that AI is making large-scale attacks cheaper and easier, raising risks across the financial industry.
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Bank of America says S&P 500 has hit its 2026 target of 7,741, with technical indicators suggesting a potential rally extension towards 8,000-8,541
Bank of America (BOFA) stated that the S&P 500 has reached its 2026 target of 7,741. Technical indicators suggest the rally could extend towards 8,000, 8,234, and potentially 8,541. The bank identifie
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24/7 Wall St. analysts gave onsemi (ON) a "buy" rating with a price target of $115, expecting its AI data center revenue to double by 2026.
Analysts have set a price target of $115.02 for ON Semiconductor (ON), implying a 43.05% upside from its current price of $80.40, with a 90% confidence level. This rating is based on the company's pro
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Wells Fargo CEO Charlie Scharf states AI will eliminate tens of thousands of jobs at the bank, but remains optimistic about consumer strength
Scharf noted that while the bank's headcount has already decreased by 79,000 since he joined due to restructuring, AI automation will lead to a separate wave of significant job reductions. Despite thi
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Nextech3D.ai partners with F2B Services to expand AI-powered event technology business
The partnership aims to combine Nextech3D.ai's expertise in artificial intelligence and event technology with F2B's capabilities in LED display systems. They will collaborate on LED display installati
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Motley Fool analysts have adjusted their view on Coca-Cola (KO) stock, ending a five-year bearish stance.
A Motley Fool analyst stated that his previous view on Coca-Cola stock was incorrect and he is now adjusting his investment stance. The analyst had previously considered Coca-Cola a traditional compan
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Investors must buy 5 dividend stocks including Alliance Resource Partners (ARLP) and Baker Hughes (BKR) by August 6 to qualify for upcoming payouts this month.
These five stocks share an August 7 ex-dividend date, meaning shares must be owned by market close on August 6 to receive the next distribution. Payments are scheduled for mid-August, with yields rang
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Kraken's parent company, Payward, changes its tokenized stock strategy, will allow xStocks holders to submit proxy voting preferences
Previously, xStocks holders had no voting rights over their underlying stocks. Through a partnership with Broadridge, eligible investors can now submit proxy voting preferences. Mark Greenberg, Chief
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Uber (UBER) Q3 booking guidance misses expectations, stock falls 4%; CEO bets on robotaxis to drive overall business growth
Uber announced its second-quarter results, with bookings and profit exceeding expectations. However, its third-quarter gross bookings guidance of $58.25 billion to $60.25 billion, with a midpoint of $
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Insulet (PODD) Stock Crashes After Lowering Full-Year Sales Guidance to 20%-22% (Previously 21%-23%)
The medical technology company's shares fell alongside fellow medtech Medline (MDLN) after it revised down its constant currency sales growth forecast for its body-worn insulin pump, Omnipod, for the
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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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The Trump administration has acquired equity stakes in 41 private companies and could face rigorous scrutiny from a Democratic-controlled Congress in the future.
The Trump administration has acquired equity stakes in 41 private companies and could face rigorous scrutiny from a Democratic-controlled Congress in the future.
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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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Nikkei Asia: Nissan Narrows Net Loss to 39.7 Billion Yen for the Six Months Ended September
According to Nikkei Asia, Nissan Motor announced on Wednesday that its net loss for the six months ended in September stood at 39.7 billion yen, compared to a net loss of 221.9 billion yen in the same
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The Block: Bitmine reports net loss of over $6.3B for fiscal year ending August, driven primarily by digital asset paper losses
According to The Block, citing a 10-K filing submitted by Bitmine, the company reported a net loss of over $6.3 billion for the fiscal year ended August 31, 2026. Nearly $6.23 billion of this loss ste
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According to SoSoValue data, on November 10, US spot Bitcoin ETFs saw a net outflow of $95 million, while spot Ethereum ETFs experienced a net outflow of $1.32 million.
According to SoSoValue data, on November 10, US spot Bitcoin ETFs saw a net outflow of $95 million, while spot Ethereum ETFs experienced a net outflow of $1.32 million.
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Analysts point out that as momentum in tech stocks weakens, investors are shifting toward defensive stocks.
Analysts point out that as momentum in tech stocks weakens, investors are shifting toward defensive stocks.
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Nikkei Asia: Microsoft CTO Says AI Data Centers Must Prove Tangible Benefits to Local Communities
According to Nikkei Asia, Microsoft Chief Technology Officer Kevin Scott stated in an interview in Tokyo that tech companies building AI data centers must demonstrate the tangible benefits of these pr
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The Korea Herald: Google expands TPU business, potentially broadening HBM customer base for Samsung and SK Hynix
According to The Korea Herald, Google is expanding its custom AI chip TPU business to cloud service providers and companies building AI infrastructure. The report analyzes that this could broaden cust
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US Treasury Secretary Scott Bessent: US and China coexistence of cooperation and competition in AI, should have "no illusions"
US Treasury Secretary Scott Bessent: US and China coexistence of cooperation and competition in AI, should have "no illusions"
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Tron Inc. reported a net income of $14.9 million in the third quarter, an increase of 22% year-over-year.
Tron Inc. reported a net income of $14.9 million for the third quarter, a year-over-year increase of 22%. Net income for the first nine months reached $39.4 million, up 203% year-over-year. Unrealized
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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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Al Jazeera: Meta Expands AI Age Verification, Rolling Out Globally on Instagram while Threads Rollout Remains Planned
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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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Al Jazeera: UKMTO receives report of incident involving oil tanker in Strait of Hormuz, details unclear
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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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Hong Kong's Insurance Authority (IA) has prohibited Lim Ka Kit from engaging in insurance intermediary business for nine months.
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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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