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U.S. stocks
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An analyst suggests betting big on Nvidia stock, believing its controversial financial plays could maintain its market leadership
An analyst suggests betting big on Nvidia stock, believing its controversial financial plays could maintain its market leadership
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Guardant Health stock tumbles after losing a patent dispute, ordered to pay over $245.2 million and 6% royalty on key product sales
Guardant Health (GH) stock tumbled Monday after losing a patent battle against privately held TwinStrand Biosciences and the University of Washington. A judge ordered Guardant to pay more than $245.2
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Goldman Sachs Partner Warns: Over-reliance on AI Could Lead to "Cognitive Atrophy" in Bankers' Reasoning Skills
Chris Churchman, head of Goldman Sachs' digital platform Marquee and co-chair of the global banking and markets AI working group, stated that if Wall Street outsources reasoning to AI models, a future
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NVIDIA says its Groq racks will go live this year after spending $20 billion to acquire Groq
NVIDIA Senior Director Dion Harris stated that Groq racks will be deployed alongside Vera CPUs and Rubin GPUs at new cloud provider Nebius, going live later this year. NVIDIA acquired the assets of ch
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SPACEXAI adopts NVIDIA Vera CPU to accelerate Agentic AI at massive scale
SPACEXAI adopts NVIDIA Vera CPU to accelerate Agentic AI at massive scale
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Semiconductor stocks slide ahead of NVIDIA earnings, with Intel down 5%, AMD 4%, and Taiwan Semiconductor 3%
Intel, AMD, and Taiwan Semiconductor shares fell 5%, 4%, and 3% respectively on Monday, as traders trimmed exposure to chip stocks two sessions before NVIDIA reports its second-quarter fiscal 2027 res
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Nvidia stock is heading for a seventh consecutive loss on Monday, remaining under pressure ahead of its second-quarter earnings report this week.
Nvidia stock is heading for a seventh consecutive loss on Monday, remaining under pressure ahead of its second-quarter earnings report this week.
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Super Micro shares fell 7% after Taiwanese prosecutors indicted two of its employees and one NVIDIA employee, accusing them of illegally exporting 74 AI servers to China
Taiwanese prosecutors have indicted nine individuals, including two employees from Super Micro Computer (SMCI)'s Taiwan division and one employee from NVIDIA's Taiwan division, on charges of illegally
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Louis Navellier advises investors to ignore data center moratorium fears, expects construction boom to continue through 2029-2030
Navellier stated that despite New York instituting a one-year moratorium on large data centers (consuming 50+ megawatts) to refine regulations, the overall data center boom remains strong. He noted th
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BlackRock's Bitcoin Premium Income ETF (BITA) Pays First Monthly Dividend, Annualized Yield Reaches 18.5%
The fund paid its first monthly dividend of $0.799235 per share on August 7th ET, representing an annualized yield of approximately 18.49% based on the Bitcoin trading price of about $64,484 at that t
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Analysts Warn: NVIDIA Stock Could Drop 20% to $165 if Earnings Disappoint
The analysis points out that NVIDIA's current stock price leaves almost no room for error, and customers like Microsoft and Meta are developing competitive AI chips, which could threaten NVIDIA's near
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Donald Trump's statement that crypto-native exchange Hyperliquid could comply with US regulations reignites discussions on perpetual futures regulation
Donald Trump stated this week that Hyperliquid, a crypto-native exchange built around perpetual futures, is likely to comply with U.S. regulations. These remarks have reignited a fierce debate within
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Rivian (RIVN) Chief Financial Officer Claire McDonough sold 8,023 shares of the company's stock on August 20, in a transaction valued at approximately $128,000.
The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan. Following the transaction, McDonough continues to directly hold approximately 819,000 shares of Rivian stock, representing ap
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Strategy is up 6.23% intraday, now trading at $126.685.
Strategy is up 6.23% intraday, now trading at $126.685.
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U.S. 30-year fixed mortgage rate averages 6.71% as of August 24
The average rate for a 30-year fixed mortgage in the U.S. was 6.71% as of August 24, according to Bankrate's lender survey. This rate is up from the beginning of 2026 and higher than the 2025 average
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Altimeter Capital's Brad Gerstner and ARK Invest's Cathie Wood both held Snowflake (SNOW) and Robinhood (HOOD) shares in their Q2 13F filings.
Gerstner holds 1.9 million shares of Snowflake, accounting for 4.99% of his portfolio; Wood, on the other hand, established a new position, holding 269,539 shares. For Robinhood, Gerstner maintained a
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Sustainable Growth Advisers (SGA) liquidated its holdings in Alcon (ALC) in the second quarter of 2026, citing slowing cataract demand and increased competition.
SGA disclosed this decision in its Q2 2026 letter to investors for its Global Growth Strategy Fund. The company stated that although Alcon remains a leader in ophthalmic care, the sluggish performance
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Semiconductor stocks drag S&P 500, Nasdaq lower as Sandisk, Micron drop sharply on rumors Trump admin may allow Apple to source chips from China's CXMT.
Semiconductor stocks drag S&P 500, Nasdaq lower as Sandisk, Micron drop sharply on rumors Trump admin may allow Apple to source chips from China's CXMT.
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Sustainable Growth Advisers (SGA) Global Growth Strategy Fund Re-Adds Equinix (EQIX) to Portfolio Due to Accelerating AI Demand
Sustainable Growth Advisers (SGA) re-added digital infrastructure company Equinix (EQIX) to its global growth strategy fund in its Q2 2026 letter to investors. SGA stated that this move was due to the
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Sustainable Growth Advisers (SGA) lowered its target for Salesforce (CRM) to below average in its Q2 2026 letter to investors.
SGA noted that Salesforce underperformed in the quarter, and investor sentiment was cautious as its results only met guidance targets. Although Salesforce management reiterated its full-year guidance
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Sustainable Growth Advisers (SGA) increased its stake in Netflix (NFLX) during a period of stock weakness, raising its target weight to average.
Sustainable Growth Advisers (SGA) disclosed in its Q2 2026 investor letter that it increased its stake in Netflix (NFLX) during a period of stock price weakness, elevating its target weight to an aver
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Sustainable Growth Advisers (SGA) Q2 2026 investor letter highlights TSMC as a top contributor to performance
SGA's Global Growth Strategy noted that Taiwan Semiconductor Manufacturing Company Limited (TSM) was a top contributor, with shares supported by sustained demand for advanced logic and compute from cu
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Expion Energy Acquires Louisiana Oil and Gas Assets for $3.425 Million, Marking First Foray into Sector and Appointing New CEO
The transaction for Expion Energy (formerly Expion360 Inc.) includes approximately 3,000 net acres of existing leasehold and one wellbore. The company plans to invest up to $4 million in additional le
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Analysis indicates that Palantir (PLTR) stock is projected to reach $250 by August 24, 2028.
An analysis article points out that according to its internal model predictions, data analytics company Palantir (NASDAQ:PLTR) stock price is expected to reach $250 by August 24, 2028. The model also
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The Miami-Dade County Tax Collector's Office in the United States has announced that it will begin accepting Bitcoin for property tax payments.
The Miami-Dade County Tax Collector's Office in the United States has announced that it will begin accepting Bitcoin for property tax payments.
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US Nuclear Regulatory Commission Approves Construction of Four X-energy Reactors at Dow's Texas Facility
The U.S. Nuclear Regulatory Commission (NRC) has approved the construction of four X-energy reactors at Dow's Texas site. The proposed project aims to replace aging power and steam assets, though Dow
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NVIDIA: Contributes OpenShell to CNCF and Unveils Kubernetes Infrastructure Tools
According to the official NVIDIA blog, the company has contributed its autonomous agent security and governance runtime, OpenShell, to the Cloud Native Computing Foundation (CNCF) and is participating
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Nikkei Asia: Toyota plans to manufacture and sell Japanese-style Kei mini trucks in the US next year
According to Nikkei Asia, Toyota plans to manufacture and sell Japanese-style Kei mini-trucks in the United States starting next year, with the opening paragraph reporting that sales will kick off nex
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NY Fed: US household debt rose to $19.1 trillion in Q3, with delinquency rates increasing
NY Fed: US household debt rose to $19.1 trillion in Q3, with delinquency rates increasing
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The Nasdaq Composite extended its decline to 1.1%.
The Nasdaq Composite extended its decline to 1.1%.
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NVIDIA fell 6.05% from its previous close, currently trading at $167.860
NVIDIA fell 6.05% from its previous close, currently trading at $167.860
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Bitcoin Magazine: Trump Media allocates about 73% of its Bitcoin to option program allowing rehypothecation
According to Bitcoin Magazine citing Trump Media's Q3 10-Q filing, out of approximately 15,649 Bitcoins held as of September 30, 11,385.20 Bitcoins are pledged as collateral for an option yield manage
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NVIDIA fell 5.45% from its previous close, currently trading at $168.930
NVIDIA fell 5.45% from its previous close, currently trading at $168.930
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SoftBank Posts $7B Quarterly Loss, Considers Slowing Aggressive AI Investments
SoftBank has recorded a $7 billion quarterly loss and is considering slowing down its aggressive AI investments. Chief Financial Officer Yoshimitsu Goto stated that shifting to a cautious stance is "v
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Meta Brings AI Assistant Muse to Apple Watch and Android Wear OS
Meta Brings AI Assistant Muse to Apple Watch and Android Wear OS
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Northlight Asset Management warns hotter CPI may prompt Fed to hike rates in December and January
Northlight Asset Management warns hotter CPI may prompt Fed to hike rates in December and January
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Bloomberg: Goldman Sachs analysts project Anthropic's revenue to reach approximately $685 billion by 2030
According to Bloomberg, citing sources familiar with the estimates, Goldman Sachs research analysts project that Anthropic's revenue will reach approximately $685 billion by the end of 2030. The repor
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CoreWeave's financial results will face market scrutiny over its debt-driven AI infrastructure spending.
CoreWeave's financial results will face market scrutiny over its debt-driven AI infrastructure spending.
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MARA Holdings rose 12.88% from its previous close and is currently trading at $7.495.
MARA Holdings rose 12.88% from its previous close and is currently trading at $7.495.
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CNBC: Rivian CEO Says R2 Ramp-Up and Autonomous Driving Investment Will Make 2027 a Pivotal Year
In an exclusive interview with CNBC, Rivian CEO RJ Scaringe projected that 2027 will be a inflection year for the company, driven by the scaled production of the R2 SUV and continued investments in ve
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Gartner predicts AI will drive a net creation of 1.7 million jobs globally by 2030
Gartner forecasts that AI will drive a net increase of 1.7 million jobs globally by 2030. The firm projects that 10.6 million new jobs will be created, offsetting the 8.9 million positions eliminated
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MARA Holdings is up 11.37% from its previous close, currently trading at $7.395.
MARA Holdings is up 11.37% from its previous close, currently trading at $7.395.
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Broadcom was up 3.69% from its previous close, currently trading at $331.273.
Broadcom was up 3.69% from its previous close, currently trading at $331.273.
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MARA Holdings is up 10.24% from its previous close, currently trading at $7.320.
MARA Holdings is up 10.24% from its previous close, currently trading at $7.320.
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Reports indicate that Anthropic's IPO order book is already oversubscribed, with demand sufficient to cover all available shares.
Reports indicate that Anthropic's IPO order book is already oversubscribed, with demand sufficient to cover all available shares.
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According to the Financial Times, Goldman Sachs expects Anthropic's revenue to exceed $600 billion by 2030.
According to the Financial Times, Goldman Sachs expects Anthropic's revenue to exceed $600 billion by 2030.
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CNBC: Survey Shows Rising Layoff Anxieties Among US Employees
According to a report by CNBC Make It, a spring survey conducted by the American Psychological Association among 2,009 working adults shows that 32% of respondents are concerned about losing their job
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MARA Holdings rose 7.91% from its previous close, currently trading at $7.165
MARA Holdings rose 7.91% from its previous close, currently trading at $7.165
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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
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Is the Crypto Circle Legal in China? An Analysis of Legal Risks for Domestic Participants in Virtual Currency Trading
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SK Hynix rose 8.63% from its previous close, currently trading at ₩1,234,000.
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