U.S. stocks
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Roku launched Fairground AI, the first all-AI free streaming channel, testing zero-cost programming for ad-supported audiences
Roku's new Fairground AI channel features entirely AI-generated films, shorts, and ads, aiming to explore the viability of near-zero-marginal-cost programming. While early reviews describe the content
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Motley Fool analysts recommend investing in GE Vernova over Bloom Energy as an AI power stock, citing GE Vernova's diversified business and broader coverage in the power infrastructure sector.
In an article comparing Bloom Energy and GE Vernova, Motley Fool analyst Jeff Siegel noted that while both companies benefit from the increasing power demands of AI data centers, GE Vernova has broade
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Lazard fund manager says infrastructure companies are undervalued, their worth goes beyond AI hype
A fund manager at Lazard said that infrastructure companies, such as road, water, and telecom tower companies, are undervalued, with their intrinsic value sometimes even surpassing the hype surroundin
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Kansas City Fed President Schmid calls inflation his primary concern, advocates for tighter policy; US 30-year fixed mortgage rate rises to 6.69%
Kansas City Federal Reserve President Jeff Schmid stated in an August 4 speech that inflation is his primary concern, deeming it "too high" and requiring "tighter policy" to bring it back to the Feder
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Zeta Global Raises Organic Growth Outlook to ~23.5% and Boosts Full-Year Revenue & Free Cash Flow Guidance, Citing AI Adoption and Palantir Partnership
Zeta Global (NYSE:ZETA) executives outlined the company's strategy during KeyBanc's Technology Leadership Forum, highlighting that its Athena conversational AI reached monthly usage among 40% of its l
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Fidelity's Director of Global Macro, Timmer, warns: Rising US Treasury yields are competing for funds with risk assets like stocks and Bitcoin, and history shows market corrections are often painful.
CoinDesk cited an analysis by Jurrien Timmer, Fidelity Investments' director of global macro, pointing out that U.S. government bond yields (the risk-free rate in financial markets) are rising again,
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Bitcoin-backed loans are entering the institutional era, with MARA Holdings collateralizing 18,750 Bitcoin for a $600 million loan
According to CoinDesk, Bitcoin-backed loans are accelerating into the institutional era as public companies increasingly use their Bitcoin holdings as collateral to finance acquisitions and capital ex
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Several South Korean brokerages have lowered their target prices for Samsung Electronics and SK Hynix, with some cuts exceeding 30%, due to growing concerns about the peak of the memory market.
Several South Korean brokerages have lowered their target prices for Samsung Electronics and SK Hynix, with some reductions exceeding 30%, due to rising concerns that the memory market has peaked. Kiw
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Bank of America warns that S&P 500 earnings growth could slow down in 2027, with Q1 growth expected to be below 20% and full-year growth dropping to around 15%.
Bank of America warns that S&P 500 earnings growth may slow in 2027, with Q1 growth expected to be below 20% and full-year growth dropping to around 15%. Previously, S&P 500 earnings per share (EPS) g
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HSBC said Wednesday's US CPI report could be the next dovish catalyst, prompting markets to further reduce expectations for Federal Reserve rate hikes.
HSBC states that Wednesday's US CPI report could be the next dovish catalyst, driving markets to further reduce expectations for Federal Reserve rate hikes. The bank anticipates another set of soft in
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Wells Fargo advised investors to hedge before the release of the July Consumer Price Index (CPI), as its sentiment indicator reached 1.4 in August, the highest "sell" signal in eight years.
Wells Fargo advised investors to hedge before the release of the July Consumer Price Index (CPI), as its sentiment indicator reached 1.4 in August, the highest "sell" signal in eight years.
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Goldman Sachs analyst Sung Cho believes that the AI bottleneck is no longer chips, and optical communication and fiber optic equipment manufacturers will be the next big winners in the AI field.
Sung Cho, co-head of public technology investing at Goldman Sachs Asset Management, stated that the focus of AI investment is shifting from graphics processing units (GPUs) to optical communication an
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BlackRock CEO Larry Fink states Americans' retirement savings are needed to fund an estimated $10 trillion in AI infrastructure demands over the next decade.
Fink believes that through retirement accounts and investments in companies leading the AI race, ordinary Americans can help provide the capital for the massive buildout of data centers and energy inf
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Robinhood now has 13 business lines generating over $100 million in annualized revenue, diversifying beyond crypto trading despite a 38% drop in crypto volume in Q2.
The company's second-quarter earnings showed revenue grew 32% year-over-year to a record $1.3 billion, with earnings up 48%. While crypto trading volume fell to $100 million, transaction-based revenue
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Analysis points out that the S&P 500 Shiller CAPE has continuously remained above 40 since May, marking only the second time in history this has occurred, potentially signaling an overvalued market.
A Motley Fool analysis points out that since May of this year, the Shiller price-to-earnings (CAPE) ratio, which measures the valuation of the S&P 500 index, has consistently remained above 40. This i
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Older Americans' labor participation drops to 36.9% in July, fueled by stock market boom
Bank of America economists report that labor participation among people aged 55 and above has fallen to 36.9% in July from over 40% pre-pandemic. They attribute this accelerated early retirement trend
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Software Stocks Diverge From Bitcoin: iShares Software ETF (IGV) Up 40% From April Low, While Bitcoin Is Down 29% YTD; 20-Day Correlation Turns Negative
Software stocks have shown a rare divergence from Bitcoin (BTC), with the iShares Expanded Tech-Software Sector ETF (IGV) climbing to a one-year high relative to the largest cryptocurrency. IGV has ra
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Energy Transfer (ET) reported Q2 distributable cash flow rose to $2.59 billion, updated 2026 adjusted EBITDA guidance to $18.8-$19.1 billion, and offers a 6.7% dividend yield.
Energy Transfer (ET) reported its Q2 distributable cash flow climbed to $2.59 billion from $1.96 billion a year earlier. The company also updated its 2026 full-year adjusted earnings before interest,
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Modiv Industrial Stockholders Approve Merger With GNL Motion Merger Sub
Modiv Industrial (NYSE:MDV) stockholders approved the proposed merger with GNL Motion Merger Sub, LLC, along with related transactions involving Global Net Lease and affiliated entities. Stockholders
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U.S. mortgage rates generally rose, with the 30-year fixed rate climbing to 6.59%, after Donald Trump said the U.S. was in "low-key" talks with Iran.
According to Zillow mortgage market data, as of August 11, the average interest rate for a 30-year fixed mortgage in the US was 6.59%, up 8 basis points from the previous day; the 15-year fixed mortga
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Alibaba says its modular design can deliver AI data centers in 100 days and reduce costs by 10%.
Alibaba Group said that through its proprietary modular architecture CUBE 5.0, it can shorten the delivery time of large-scale AI data centers to 100 days while reducing construction costs by 10%. Thi
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Atlassian (TEAM) stock soars 166% from 52-week low, Q4 revenue beats expectations at $1.77 billion
Atlassian (NASDAQ: TEAM) stock has surged 166% from its 52-week low in April. The company's fourth-quarter revenue reached $1.77 billion, a 28% year-over-year increase, surpassing Wall Street's averag
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Apparel maker On Holding shares slump in premarket as company guides to weaker-than-expected full-year sales
The Zurich-headquartered, U.S.-listed company stated it would protect “full-price integrity in a promotional marketplace” ahead of “breakthrough innovations” in 2027, taking a “disciplined” approach.
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Tesla and SpaceX have pledged to invest $16.8 billion in building a semiconductor factory in Texas, an investment more than four times Tesla's annual profit ($3.8 billion), aiming to produce chips for Optimus robots and space data centers.
Tesla and SpaceX have pledged to invest $16.8 billion in building a semiconductor factory in Texas, an investment more than four times Tesla's annual profit ($3.8 billion), aiming to produce chips for
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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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Trump stated that the Democrats' attempt to impeach Secretary of War Hegseth has failed.
Donald Trump stated that the Democrats' attempt to impeach Secretary of War Pete Hegseth has failed, with all Republicans except Thomas Massie voting in support of Hegseth.
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CoreWeave is planning to advance a multi-billion-dollar chip-backed debt deal
CoreWeave is planning to advance a multi-billion-dollar chip-backed debt deal
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Deutsche Bank: Dollar's reliance on equity inflows could pose downward pressure on exchange rates
Deutsche Bank: Dollar's reliance on equity inflows could pose downward pressure on exchange rates
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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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Nikkei Stock Average flat at 60,451.02 as bank and pharma gains offset tech and machinery losses
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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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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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CNBC: CoreWeave Raises Full-Year Revenue Guidance to $13B–$13.3B, Widens Net Loss in Q3
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Where to Buy and Sell Flow (FLOW)? Latest 2026 Buying Channels and Ecosystem Analysis
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