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QumulusAI Signs GPU-as-a-Service Agreement with DRW to Supply NVIDIA Blackwell B300 Clusters
New cloud infrastructure provider QumulusAI (NVIDIA) announced a GPU-as-a-service agreement with diversified global trading firm DRW to supply a dedicated NVIDIA Blackwell B300 cluster from its U.S. d
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Donald Trump media reports Q2 net loss of $238 million, primarily due to non-cash losses on cryptocurrency holdings caused by falling Bitcoin prices
Donald Trump Media and Technology Group reported a net loss of $238.1 million in the second quarter of 2026, primarily due to non-cash losses on its cryptocurrency holdings caused by a decline in Bitc
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Bicara Therapeutics ends Q2 2026 with $497 million in cash, extending runway into H1 2029, and reports Phase III FORTIFI-HN01 study is on track for substantial enrollment by year-end
Bicara Therapeutics Inc. announced it ended the second quarter of 2026 with $497 million in cash, providing a runway to fund operations into the first half of 2029. The company's pivotal Phase III FOR
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Analyst Alessio Rastani predicts Bitcoin will fall to $20,000-$25,000 by the end of 2027 after a short-term rebound.
Veteran trader and market analyst Alessio Rastani states that Bitcoin is poised for a short-to-medium-term rally within the next three to six months, but will face challenges thereafter. He believes t
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Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
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FOMC members will be highly focused on Wednesday's July month-over-month inflation change to assess the feasibility of achieving the 2% inflation target without further policy tightening; the new Federal Reserve Chair has previously expressed disinterest in such high-frequency data-driven frameworks.
X platform commentator Nick Timiraos noted that more Federal Reserve Federal Open Market Committee (FOMC) members have indicated they will closely monitor the next few price level readings to determin
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On Holding (ONON) stock drops 22% to two-year low after Q2 2026 net sales of CHF 850.3 million miss analyst estimates
On Holding reported second-quarter net sales of CHF 850.3 million, falling short of analyst estimates of CHF 878.16 million. The company's wholesale channel was a primary drag, with net sales climbing
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OpenAI CEO Sam Altman holds approximately 12.2 million shares of Reddit, valued at over $1 billion, making him Reddit's third-largest shareholder.
Sam Altman, CEO of OpenAI, reportedly holds approximately 12.2 million shares in the social media platform Reddit through his affiliated entities, currently valued at nearly $2 billion, making him the
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24/7 Wall St. analysts gave Costco a "buy" rating with a price target of $1022.62, but believe it is overvalued, with only 7.33% upside remaining.
The analyst pointed out that Costco currently has a P/E ratio of 48x, while Walmart's is 41x. Although Costco's revenue growth rate is twice that of Walmart, its high valuation limits its stock price
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Google fell 3.03% today, now at $346.700
Google fell 3.03% today, now at $346.700
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Elon Musk states memory supply is now AI's biggest bottleneck, with demand rising 200% annually against 20% production growth
SpaceX CEO Elon Musk noted during the company's Q2 conference call that the limiting factor in building out AI computing capacity is currently the supply of memory. He highlighted a significant imbala
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Upwork shares plunge 12.2% after Q2 earnings miss and full-year guidance cut, citing AI automation and weak labor market
Upwork (NASDAQ: UPWK) reported second-quarter earnings per share of $0.20, missing the average analyst estimate of $0.21, despite sales of $191.7 million which slightly beat expectations. The gig-econ
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Chipotle's 'Guac Signal' Identified Jalapeños as Salmonella Source, Prompting Automated Recall Before Health Agencies Acted
Chipotle's 'Guac Signal' Identified Jalapeños as Salmonella Source, Prompting Automated Recall Before Health Agencies Acted
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Well-known investor Michael Burry warns that Berkshire Hathaway is no longer an attractive investment, expressing concerns about a lack of patience among Buffett's successors.
Investor Michael Burry, known for accurately predicting the 2008 housing crash, stated in his August 10 "Cassandra Unchained" newsletter that his biggest concern for Berkshire Hathaway was that Warren
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Bloomberg, citing sources: Apple's major iPhone design upgrade plan for 2027 has not been canceled; a new glass-designed iPhone Pro has entered late-stage testing.
This refutes earlier reports from Jefferies analysts that Apple had canceled plans for an "all-glass iPhone," which had put pressure on Apple's stock price. According to sources, Apple still plans to
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AIG CEO Eric Andersen Says AI Data Center Boom Is 'Maxing Out' P&C Insurers
American International Group Inc. Chief Executive Officer Eric Andersen stated that while the artificial intelligence buildout presents a "great opportunity" for the insurance industry, it is also pus
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AI cloud company CoreWeave announced its second-quarter earnings after market close today. Analysts estimate revenue of approximately $2.56 billion.
CoreWeave (NASDAQ:CRWV) is set to announce its second-quarter earnings after the market closes today, followed by a conference call at 5 PM ET. Analysts generally expect the company to report revenue
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Analysis suggests Nvidia (NVDA) could reach $325 by 2027, citing strong Q1 FY27 revenue of $81.6 billion and catalysts like the Vera Rubin launch and a $500 billion AI financing platform.
Despite trading 28% below its 52-week high, Nvidia posted Q1 FY27 revenue of $81.6 billion, an 85% year-over-year increase, with Q2 FY27 guidance set at $91 billion. The analysis notes Nvidia's curren
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Coupang's stock price has fallen 31% year-to-date, but Barclays analysts expect its stock price to rise by approximately 85%, with a target price of $30.
Coupang's stock price has fallen 31% year-to-date, with Q2 seeing an operating loss of $556 million due to a $410 million administrative fine in Korea and currency headwinds. However, Barclays analyst
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OpenAI's Brad Lightcap Says He Will Be Leaving OpenAI
OpenAI's Brad Lightcap Says He Will Be Leaving OpenAI
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NIQ Global Intelligence stock surges 37% after Q2 earnings beat forecasts and full-year outlook raised
NIQ Global Intelligence (NYSE: NIQ) reported non-GAAP earnings per share of $0.27 on sales of $1.12 billion in Q2, exceeding average analyst targets by $0.07 and $10 million respectively. Following th
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Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
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Sea Limited (SE) Q2 revenue of US$7.8 billion exceeded expectations, and its stock price once surged by 14.8% during intraday trading on Tuesday.
Sea Limited announced its second-quarter earnings, with revenue increasing by 48% year-over-year to $7.8 billion, surpassing analysts' expectations of $7.1 billion. Although adjusted earnings per shar
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Bank of America reiterates Buy rating on Onsemi (ON) but slashes price target to $120 from $138, despite the chipmaker reporting Q2 sales and profit surge
Bank of America analyst Vivek Arya maintained a "Buy" rating on Onsemi but lowered the firm's price objective, citing a lower valuation multiple (20 times estimated 2028 earnings, down from 32 times 2
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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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Musk retweeted a SpaceX post: SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Germany's Singulus.
Musk reposted a SpaceX tweet stating that SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Germany's Singulus to support Starmind satellite production in Bastrop, Texas. SpaceX
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NVIDIA CEO Jensen Huang returned to the office after the public disclosure of his extramarital affair in an attempt to maintain normal operations.
NVIDIA CEO Jensen Huang returned to the office after the public disclosure of his extramarital affair in an attempt to maintain normal operations.
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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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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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Financial Times: Anthropic's underwriting banks prepare to boost IPO valuation to at least $1.5 trillion
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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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Where to Buy and Sell Flow (FLOW)? Latest 2026 Buying Channels and Ecosystem Analysis
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CNBC: CoreWeave Raises Full-Year Revenue Guidance to $13B–$13.3B, Widens Net Loss in Q3
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