U.S. stocks
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Goldman Sachs reports that AI is reshaping SaaS industry performance, with Q2 2026 as a turning point, bullish on Microsoft, Shopify, etc., and bearish on Adobe, Workday, etc.
Goldman Sachs stated in its latest research report that AI agent activity has begun to have an observable and quantifiable impact on software company fundamentals, with Q2 2026 becoming a turning poin
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Apple May Limit iPhone 18 Pro Price Hike, Despite TrendForce's Estimated 38% Soar in Component Costs
According to a TrendForce report, the component cost of the iPhone 18 Pro is expected to surge by 38%, with soaring memory prices being the main driver. Memory costs are projected to account for over
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Mastercard acquired stablecoin infrastructure firm BVNK for $1.8 billion, with early investor Concentric sharing insights into the deal
Venture capital firm Concentric, an early investor in BVNK, revealed details about the acquisition process. The deal, which was completed earlier this week, saw Mastercard outbid other interested part
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Robinhood launches zero-fee crypto trading in the UK, offering over 50 cryptocurrencies and introducing AI-powered market analysis tools.
Robinhood stated that its all-in-one app will allow UK customers to trade over 50 cryptocurrencies, including Bitcoin, Ethereum, XRP, and Hyperliquid, through its Bitstamp platform, which it acquired
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Morgan Stanley: The Federal Reserve's $1.5 Trillion Balance Sheet Reduction Does Not Equal Monetary Tightening; Market Has Misinterpreted for Too Long
Morgan Stanley Chief Economist Seth Carpenter points out that the the Federal Reserve's balance sheet reduction has long been equated with monetary policy tightening by the market. However, the bank's
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Samsung HBM4 Yield Reaches 80% Four Months Ahead of Schedule, Q3 Sales Target Triples Quarter-on-Quarter, Accelerating Supply to NVIDIA AI Accelerators
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) mass production yield has approached 80%, achieving its annual target approximately four months ahead of schedule, with the original
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LG Innotek ramps up iPhone 18 Pro variable-aperture camera module and AI server substrate output
LG Innotek ramps up iPhone 18 Pro variable-aperture camera module and AI server substrate output
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Donald Trump accused oil giants like ExxonMobil and Chevron of "making too much money," as these companies reported second-quarter profits of $48 billion and nearly $90 billion in cash flow.
Donald Trump last week slammed US oil giants ExxonMobil and Chevron, saying they were "making too much money" from high oil prices during the Iran conflict and reiterated calls for lower oil prices. T
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Goldman Sachs expects total US equity issuance to reach a record high of $700 billion in 2026, but believes demand will continue to outstrip supply, with the S&P 500 potentially surging to 8000 points.
John Flood, head of Americas equity execution services at Goldman Sachs, stated that despite widespread doubts in the market about whether record equity issuance can be absorbed, the firm expects tota
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Goldman Sachs' top tech trader, Peter Callahan, points out that AI is driving three major structural shifts in tech investment: AI agent traffic surpassing human traffic, optical components outperforming memory chips, and open-source models challenging closed-source ecosystems at extremely low costs.
Top TMT trader Peter Callahan of Goldman Sachs outlined 10 core observations on how the AI wave is reshaping the tech sector in an August 9 report. He noted that current tech investments are undergoin
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Analysis indicates that recent financial reports from SK Hynix and Samsung show memory chip pricing falling short of expectations, potentially signaling future pressure on Micron's performance.
Analysis indicates that recent financial reports from SK Hynix and Samsung show their memory chip (DRAM and NAND) pricing increases were lower than analysts' expectations, which could put pressure on
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Analysis indicates that Adobe CEO Shantanu Narayen plans to step down after a successor is found, while the company's second-quarter revenue reached $6.6 billion; Arista Networks' second-quarter sales surpassed $3 billion for the first time.
An analysis article points out that software giant Adobe's CEO, Shantanu Narayen, is seeking to step down after finding a successor, which brings uncertainty to the company's future management. Adobe
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Cleveland Fed's August inflation forecast suggests reacceleration in monthly core CPI, potentially setting up a divided September FOMC meeting
The Federal Reserve Bank of Cleveland's latest Inflation Nowcasting estimates project July CPI to rise 0.09% MoM and 3.42% YoY, with core CPI up 0.21% MoM and 2.52% YoY. The forecast also indicates a
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Airbnb Q2 revenue increased by 17% to $3.61 billion, stock price surged by 14% as AI customer support reduced the cost per booking by 16% and full-year outlook was raised.
Airbnb announced its second-quarter results, with revenue increasing by 17% year-over-year to $3.61 billion, exceeding market expectations. The company also raised its full-year revenue growth forecas
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Buy now, pay later company Sezzle (SEZL) stock plunged 33.89% to $118.02 on Friday, wiping out about $2 billion in market value, despite reporting record Q2 revenue and raising full-year gui
The sharp decline followed the company's Q2 earnings report, which showed revenue up 51.7% year-over-year to $149.7 million and net income up 47.7% to $40.8 million. Management also raised its full-ye
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Analysis indicates that if the stock market faces a collapse, history shows that long-term investment strategies have never failed; currently, both the Buffett Indicator and the Shiller P/E ratio are at historical highs, suggesting the market may be overvalued.
An analysis article from Yahoo Finance points out that while major market indices are repeatedly hitting new highs, the Buffett Indicator has surged to a record-breaking over 232%, and the S&P 500 Shi
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Upstart (UPST.O) shares fell 23% in July due to macroeconomic pressures and concerns that agent AI could replace SaaS products.
Upstart (UPST.O) shares fell 23% in July, primarily due to ongoing pressure on lenders from macroeconomic data and market concerns that agent artificial intelligence (AI) could replace software-as-a-s
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JPMorgan analyst Harlan Sur raised AMD's stock price target to $550 from $385, maintaining a "Neutral" rating after the chipmaker's recent earnings report.
JPMorgan analyst Harlan Sur raised AMD's stock price target to $550 from $385, maintaining a "Neutral" rating after the chipmaker's recent earnings report.
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China Bets on AI Stocks in Race Against US for Chip and Tech Dominance
The strategy marks a break from Beijing’s traditional reliance on subsidies and state funding, signaling a shift in its approach to fostering technological leadership.
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Micron Stock Drops 27% Since Mid-June Amid Broader AI Spending Skepticism, Despite Strong Q3 Sales Growth of 345%
A recent analysis suggests that Micron Technology's stock has fallen 27% since mid-June, driven by general investor skepticism about the sustainability of artificial intelligence (AI) spending, rather
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LongHorn Steakhouse President Laura B. Williamson sold 1,553 shares of Darden Restaurants (DRI) stock on July 31 at an average price of $204.48, following LongHorn's 9.5% comparable sales gr
The sale, disclosed in a recent SEC Form 4 filing, occurred despite LongHorn Steakhouse being a strong performer for Darden, though the company noted it has been absorbing higher beef inflation which
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Analysts project TSMC's revenue to grow 42% in 2026 and 32% in 2027, with CEO expecting strong chip demand through 2029-2030
Wall Street analysts anticipate Taiwan Semiconductor (TSMC) will see 42% revenue growth in 2026 and 32% in 2027. TSMC CEO C.C. Wei believes strong chip demand, driven by AI, will continue through at l
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Jim Cramer advises investors to view SpaceX as a long-term, generational asset, comparing its infrastructure build-out to 19th-century railroads
Following a tumble in SpaceX shares after its earnings report, CNBC's Jim Cramer suggested investors should evaluate the company over decades rather than quarterly. He drew a parallel between SpaceX's
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Google's Google Cloud reported second-quarter revenue of $24.8 billion, an 82 percent increase from the same period last year, while operating profit rose to $8.8 billion, three times the amount from the same period last year; the company raised its 2026 capital expenditure guidance to between $195 billion and $205 billion.
Alphabet's Google Cloud reported second-quarter revenue of $24.8 billion, an 82% year-over-year increase, while operating income more than tripled to $8.8 billion. The segment margin expanded from 20.
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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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Crypto-friendly Congressman Tom Emmer has been elected as the House GOP Minority Whip.
Crypto-friendly Congressman Tom Emmer has been elected as the House GOP Minority Whip.
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Binance Announcement: bStocks to Support SanDisk (SNDK) 1-for-8 Stock Split
According to Binance's official announcement, Binance will support the 8-for-1 forward stock split of SanDisk Corporation (SNDK) via bStocks.
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TSMC Executive: Company is Experiencing "Insatiable" Strong Demand for AI Chips
TSMC Executive: Company is Experiencing "Insatiable" Strong Demand for AI Chips
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Anthropic opens IPO subscription to Australian retail investors, plans US listing
Anthropic opens IPO subscription to Australian retail investors, plans US listing
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Al Jazeera: 11 US Senators Call for Stripping Defense and Intelligence Cooperation Clauses Involving Israel
According to Al Jazeera, a group of 11 U.S. senators led by Chris Van Hollen has sent a letter to congressional leadership urging the removal of three provisions concerning defense, technology, and in
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Financial Times: Anthropic's underwriting banks prepare to boost IPO valuation to at least $1.5 trillion
According to the Financial Times, Anthropic's underwriting banks are preparing to raise its IPO valuation to $1.5 trillion or more, driven by strong investor demand and rising expectations for the off
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Bloomberg: Hedge Fund Managers Warn Stock Dispersion Trades Face Market Shock Risk
According to Bloomberg, a hedge fund manager has warned that while equity dispersion trades have recently benefited from a favorable environment, investors still need to guard against losses arising f
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Bitcoin Magazine Lists 278 Bitcoin Merchants in Washington State and Introduces Bitcoin Mining Heating Tubs
According to Bitcoin Magazine, its Washington State Bitcoin merchant directory covers 278 businesses across 94 cities, with Seattle accounting for 46 entries. The report also highlights a prototype mi
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RTHK: U.S. stocks closed lower on Tuesday, with the Dow down 0.3% and the Nasdaq down 0.7%.
According to RTHK, U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average dropping 0.3% to 52,231, the S&P 500 falling 0.4% to 7,520, and the Nasdaq Composite declining 0.7% to 25,
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Waller Street Journal: SEC Enforcement Fines Fall to Near 20-Year Low of Around $1.1 Billion in Previous Fiscal Year
According to The Wall Street Journal, the U.S. Securities and Exchange Commission reported total enforcement penalties of $1.1 billion for the past fiscal year, marking the lowest level in nearly two
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Bloomberg: Anthropic Submits Australian Prospectus, Opening IPO to Local Retail Investors
According to Bloomberg, Anthropic has filed a prospectus in Australia, allowing Australian retail investors to participate in its IPO. The targeted valuation mentioned in the report is $1.4 trillion,
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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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1
CNBC: Colom leads by 2,607 votes in Mississippi Senate race, race uncalled
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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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Al Jazeera: Meta Expands AI Age Verification, Rolling Out Globally on Instagram while Threads Rollout Remains Planned
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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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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: UKMTO receives report of incident involving oil tanker in Strait of Hormuz, details unclear
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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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New York State's AI safety bill has officially taken effect, requiring companies such as OpenAI and Anthropic to register and disclose their safety practices.
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