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Analysts Rate AI's "Three Pillars": Microsoft and TSMC Get "Buy," AMD Gets "Hold"
The analysis indicates that Microsoft (MSFT) received a "Buy" rating due to strong growth in its Azure cloud business, with Q4 FY226 revenue reaching $90.01 billion, Azure revenue growing by 43% to su
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Elon Musk forwards SpaceXAI's announcement of Grok Voice Think Fast 2.0, its next-generation voice model
Elon Musk forwarded SpaceXAI's announcement of Grok Voice Think Fast 2.0, stating it is their next-generation voice model with improved intelligence, transcription accuracy, and conversational capabil
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Bloom Energy shares jump 13% after NVIDIA-backed Nebius Group selects its fuel cells for a 300-megawatt AI data center, FuelCell Energy climbs 11% in sympathy.
Bloom Energy's Q2 revenue was $1.07 billion, up 165%, with CEO KR Sridhar stating that all major U.S. hyperscalers have approved its power solutions. The deal with Nebius Group, an AI cloud operator,
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Global stocks rise, oil dips as US CPI shows slight increase and traders eye US-Iran talks; Gold climbs over 1%
Global equities were higher on Wednesday, with MSCI's gauge of stocks across the globe rising 0.37%. US stocks also gained, as the Dow Jones Industrial Average rose 0.10%, the S&P 500 added 0.31%, and
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Madison Square Garden Entertainment (MSGE) stock soars as Q4 earnings beat expectations and annual revenue surpasses $1 billion for the first time
Madison Square Garden Entertainment (MSGE) reported better-than-expected fourth-quarter results early Wednesday, with the company's annual revenue surpassing the $1 billion mark for the first time, pu
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Analysis indicates that after NVIDIA's stock price rose 20% this year, its gains have slowed according to historical patterns, with limited further increases expected by year-end.
Analysis indicates that after NVIDIA's stock price rose 20% this year, its gains have slowed according to historical patterns, with limited further increases expected by year-end.
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Guinness Atkinson Launches GAIQ, a New Actively Managed ETF Betting on Global Innovation with 0.79% Expense Ratio
Guinness Atkinson Launches GAIQ, a New Actively Managed ETF Betting on Global Innovation with 0.79% Expense Ratio
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SpaceX is up 8.47% today, currently trading at $144.585.
SpaceX is up 8.47% today, currently trading at $144.585.
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Bitcoin miner Riot Platforms signs $9.1 billion 20-year AI data center deal with Anthropic
The agreement will see Riot provide 191 megawatts (MW) of data center capacity at its Rockdale, Texas site to Anthropic, the AI company behind Claude. This deal, which could extend to $16.1 billion wi
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24/7 Wall St. gives Seagate Technology (STX) a "buy" rating with a price target of $916.25.
The institution believes that Seagate Technology's revenue in the fourth quarter of fiscal year 2026, ending July 2026, reached $3.629 billion, a year-over-year increase of 48.5%, with non-GAAP earnin
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Kaiser Aluminum (KALU) Stock Briefly Breaks Out After Earnings Soar 357%
Kaiser Aluminum (KALU) stock briefly broke out above a 195.96 dollar buy point on Wednesday after the company released a bullish quarterly report with earnings soaring 357%. Although the stock subsequ
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Berkshire Hathaway’s Google stake has exceeded $24.2 billion, making it its fifth-largest holding.
As of August 10, Berkshire Hathaway's stake in Google (Alphabet) has exceeded $24.2 billion, accounting for 8.6% of its equity investment portfolio, making it Berkshire's fifth-largest holding. The co
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Federal Reserve insider Nick Timiraos: The Federal Reserve should reduce its reliance on lagging data and instead focus on forward-looking developments such as energy and AI capital expenditures.
Nick Timiraos, a Wall Street Journal reporter widely regarded as a "Fed whisperer," published an article reflecting on whether the Federal Reserve, when formulating its forecasts, should reduce its re
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Japan's Top Online Brokerages to Offer Daytime Trading of US Stocks as Early as December
Japan's five major online securities firms, including Rakuten and SBI, plan to allow investors to trade U.S.-listed stocks during daytime hours. This move responds to the launch of 23-hour trading in
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Goldman Sachs expects core PCE to rise by 0.23% month-over-month in July, slightly higher than core CPI and market consensus, and anticipates the Federal Reserve will maintain interest rates unchanged until the end of the year.
Goldman Sachs expects core PCE to rise by 0.23% month-over-month in July, slightly higher than core CPI and market consensus, and anticipates the Federal Reserve will maintain interest rates unchanged
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Baron Opportunity Fund stated in its Q2 2026 investor letter that it expects Guidewire Software (GWRE) to benefit from AI-driven internal productivity enhancements, leading to faster growth and higher profitability.
Baron Opportunity Fund noted that although Guidewire Software (GWRE) stock price had previously declined due to delayed transactions and concerns about AI disruption, the fund believes that the transa
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Tesla sold 93,579 vehicles in the Chinese market in July, while the overall passenger car market in China saw a 20.9% year-on-year decrease in sales during the same period.
According to data from the China Passenger Car Association, Tesla delivered 93,579 vehicles to buyers in the Chinese market in July, while the overall passenger car market in China saw a 20.9% year-on
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SiriusXM becomes YouTube's exclusive U.S. audio ad representative, with Berkshire Hathaway holding a 37% stake
SiriusXM Holdings (SIRI) announced a partnership with Google's YouTube in April, making it the exclusive advertising representative for YouTube's U.S. audio advertising inventory. This deal, set to ki
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Lovable confirms new $13.3 billion valuation and raises $400 million in Series C funding
The European vibe-coding startup Lovable announced it secured the funding round led by Menlo Ventures and the Scaleup Europe Fund. This comes after the company reached $500 million in annualized run r
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MarketWatch analysis indicates that Wall Street market sentiment is re-experiencing the "euphoria" of the 1999 dot-com bubble, citing NVIDIA, Intel, and Google as examples.
MarketWatch analysis indicates that Wall Street market sentiment is re-experiencing the "euphoria" of the 1999 dot-com bubble, citing NVIDIA, Intel, and Google as examples.
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24/7 Wall St. projects ServiceNow (NOW) stock has 97% upside to $251.28, citing strong Q2 revenue growth and over $1 billion in AI ACV.
24/7 Wall St. projects ServiceNow (NOW) stock has 97% upside to $251.28, citing strong Q2 revenue growth and over $1 billion in AI ACV.
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Analysis indicates that U.S. retail investors face risks of limited information access due to potential changes in corporate earnings report frequency, Federal Reserve communications, and social media data access.
Analysts warn that despite the growing influence of retail investors in financial markets, several potential changes could put them at an informational disadvantage. These changes include: the SEC's s
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BP and Shell Q2 profits both increased significantly, mainly due to the Iran war driving up oil and gas prices.
BP's second-quarter profit doubled to $5.73 billion, exceeding analysts' expectations of $5.11 billion, and the company announced a 4% increase in dividends. Shell's adjusted earnings reached $9.84 bi
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SpaceX is up 6.97% today, currently trading at $142.580.
SpaceX is up 6.97% today, currently trading at $142.580.
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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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Macquarie Group to Pay Penalty for Savings Account Marketing Failures
Macquarie Group to Pay Penalty for Savings Account Marketing Failures
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Renowned journalist Nick Timiraos: The US 2-year government bond yield surged by 0.18 percentage points on Tuesday, marking its largest single-day gain since April 9, 2025.
Renowned journalist Nick Timiraos: The US 2-year government bond yield surged by 0.18 percentage points on Tuesday, marking its largest single-day gain since April 9, 2025.
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Musk retweeted that the US Federal Communications Commission has accepted SpaceX's application to acquire 800 MHz spectrum.
Musk retweeted that the Federal Communications Commission (FCC) has accepted SpaceX's application to acquire nationwide 800 MHz spectrum. The deal, reached through an agreement with Grain Management,
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Barrick Mining Applies for U.S. Independent IPO of North American Gold Assets
Barrick Mining Applies for U.S. Independent IPO of North American Gold Assets
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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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Al Jazeera: Meta Expands AI Age Verification, Rolling Out Globally on Instagram while Threads Rollout Remains Planned
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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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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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Where to Buy and Sell Flow (FLOW)? Latest 2026 Buying Channels and Ecosystem Analysis
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A Detailed Explanation of the Application and Challenges of Blockchain Technology in Supply Chain Management
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Al Jazeera: UKMTO receives report of incident involving oil tanker in Strait of Hormuz, details unclear
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How is Helium? An Analysis of the HNT Token Ecosystem and Recent Developments
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What is the total supply of Moonriver? Introduction to MOVR supply and circulating supply
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