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SpaceX stock set to reclaim $135 IPO price after Q2 earnings beat and share unlock
SpaceX shares rallied early Monday, looking to reclaim their $135 IPO price. This follows the company's Q2 earnings beat and the expiration of its first insider share lockup. Cathie Wood's ARK Invest
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Brazilian jet manufacturer Embraer reported its best-ever Q2 earnings, beating estimates and hiking full-year guidance, with its stock rising nearly 9% in premarket trading.
The company's strong quarterly results also showed a continued growth in its backlog, enabling it to outperform peers like Boeing and Airbus.
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Microsoft to Unveil Next-Gen Maia 300 AI Chip in September
Microsoft plans to unveil its next-generation Maia 300 AI chip in September, according to The Information. This move signals progress for its in-house chip program, which had a slow start. The company
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Apple shares may underperform, especially after the "all-glass" iPhone plan was canceled, Jefferies analysts warned.
Apple's stock may underperform after the company reportedly canceled the "all-glass" iPhone, which was planned for a September 2027 launch with an average selling price of $2,060, Jefferies analysts n
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Analysis indicates that approximately one-third of the S&S&P 500's total return over the past century came from dividends, but the contribution of dividends has significantly decreased since the 1990s.
An analysis article from Yahoo Finance points out that although dividends have contributed approximately one-third to the S&P 500's total return over the past century, their share of total return has
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Hedge Funds Pile Back into Global Stocks for Second Straight Week, Reversing July's Risk Reduction, with Long Buying Outpacing Short Sales 1.4-to-1, Goldman Sachs Reports
Hedge Funds Pile Back into Global Stocks for Second Straight Week, Reversing July's Risk Reduction, with Long Buying Outpacing Short Sales 1.4-to-1, Goldman Sachs Reports
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Fed September Rate Hike of 25 Basis Points Looks 'Virtually Certain' Amid 3.8% CPI and Rising Treasury Yields
The Consumer Price Index (CPI) recently hit 3.8%, marking the sharpest increase in three years and significantly exceeding the Federal Reserve's 2% target. Concurrently, 30-year Treasury yields have r
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Yahoo Finance analysis points out that three healthcare stocks, Eli Lilly, Johnson & Johnson, and AbbVie, are worth watching in August due to their relatively poor market performance but strong fundamentals.
The analysis suggests that although the healthcare sector has underperformed the S&P 500 year-to-date, it has led all sectors over the past three months. Specifically, Eli Lilly's Q2 revenue increased
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Yahoo Finance analysis indicates a surge in sovereign AI infrastructure spending, with NVIDIA leading the pack with a Q2 revenue guidance of $91 billion and a 75% gross margin. AMD's data center business grew by 107% and secured sovereign AI projects.
The analysis highlights that the construction of sovereign AI infrastructure is one of the largest capital cycles of this decade. NVIDIA dominates AI factory construction with its GPUs and networking
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Boeing Sells Three eVTOL Subsidiaries for Equity in Archer Aviation
Boeing is selling three of its subsidiaries—Wisk Aero, SkyGrid, and Insitu—to electric vertical takeoff and landing (eVTOL) startup Archer Aviation in exchange for an undisclosed equity stake in Arche
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Analysis points out a paradox in the Federal Reserve's policy: tightening credit for the private sector while remaining tolerant of expanding government deficits.
Wallstreetcn.com analysis points out that the Federal Reserve has failed to achieve its dual mandate over the past five years, with inflation consistently deviating from the 2% target, and small and m
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Michael Saylor details STRC's BTC Credit calculation, using assumed inputs including a Bitcoin price of $64,915
Michael Saylor stated that STRC's BTC Credit is calculated using their Credit model with assumed inputs of 10% Bitcoin annual recurring revenue (ARR), 40% Bitcoin volatility (Vol), and a Bitcoin price
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UBS estimates OpenAI and Anthropic will drive 48% of Google Cloud's revenue next year, with an AI skeptic warning of hyperscaler risk
UBS estimates that OpenAI and Anthropic will account for 48% of Google Cloud's revenue next year, up from 27% this year. Ed Zitron, CEO of EZ Primary Research and an AI skeptic, warned on a Bloomberg
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Michael Saylor reports MicroStrategy increased its USD Reserve by $650M and repurchased $109M of STRC; as of Aug 9, holds ₿840,447 in BTC Reserve and $4.65B in USD Reserve.
Michael Saylor reports MicroStrategy increased its USD Reserve by $650M and repurchased $109M of STRC; as of Aug 9, holds ₿840,447 in BTC Reserve and $4.65B in USD Reserve. This move increased USD Dur
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MicroStrategy sold 1,690 BTC for $108.6 million at an average price of $64,262.
MicroStrategy sold 1,690 BTC for $108.6 million at an average price of $64,262.
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Startup Discovered Materials Completes $9 Million Seed Round to Use AI to Find More Efficient Chip Materials
The company plans to utilize AI agents to discover novel materials for building more efficient integrated circuits, aiming to address the high energy consumption in data centers caused by chip overhea
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Duke Energy Seeks $1.75 Billion From Equity Units Sale To Pay Down Debt
Duke Energy Seeks $1.75 Billion From Equity Units Sale To Pay Down Debt
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GameStop’s Cohen is said to weigh pulling $56 billion eBay bid
GameStop’s Cohen is said to weigh pulling $56 billion eBay bid
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Ceva Tops Q2 Targets, But Stock Falls In Early Trades
Ceva reported adjusted earnings of 8 cents per share on sales of $29 million for the June quarter, exceeding analysts' expectations of 7 cents per share.
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S&P 500 hits record high as weak jobs report boosts Federal Reserve pause expectations; Iran nuclear deal talks stall, oil prices rise
U.S. stock index futures edged higher on Monday as investors weighed the S&P 500's record high and uncertainty surrounding a resolution to the U.S.-Iran conflict. S&P 500 futures rose 0.12%, and Nasda
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Intel announces proposed $15 billion stock offering
Intel announces proposed $15 billion stock offering
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Analysis indicates that Micron's 28.7% stock price drop in July was due to a confluence of factors, including AI hardware valuation concerns, Samsung's guidance, and Chinese competition. In August, the stock price has currently fallen by approximately 6.6%.
Shares of memory chip giant Micron (Micron) plummeted by 28.7% in July. Analysts attribute this primarily to widespread concerns about overvaluation in AI hardware stocks, negative market reactions to
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Trump Media reportedly sells early access to Trump's Truth Social posts for up to $1.2 million annually
Trump Media is reportedly charging trading firms up to $1.2 million annually for faster access to President Trump’s Truth Social posts. The arrangement is drawing scrutiny over the advantage traders c
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Resmed's stock falls 7% after forecasting a soft FY27 outlook
Resmed's shares fell by around 7% after the company projected fiscal year 2027 (FY27) revenue in the range of $5.75 billion to $5.85 billion, which is below analysts' expectations of $5.92 billion. Th
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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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Al Jazeera: IBM Consulting to Halt Visa and Green Card Sponsorship for Majority of U.S. Roles
Citing Reuters via Al Jazeera, an IBM spokesperson said that its consulting division has decided to stop providing visa and green card sponsorship for the majority of U.S. positions for foreign nation
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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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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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CNBC: CoreWeave Raises Full-Year Revenue Guidance to $13B–$13.3B, Widens Net Loss in Q3
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