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Morgan Stanley: Google's AI Chip Business is Booming, But Gemini 4 is More Crucial for Google's Stock Revaluation
Morgan Stanley: Google's AI Chip Business is Booming, But Gemini 4 is More Crucial for Google's Stock Revaluation
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CME Group plans to launch monthly lease cost futures for NVIDIA H100 and B200 chips on October 5, following Kalshi's NVIDIA hashrate market reaching a notional trading volume of $4.4 million.
The plan is awaiting regulatory review. Data analytics firm Allium shows that Kalshi's GPU rental market has generated $4.4 million in notional trading volume as of July 27, which, while small compare
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Eli Lilly's Q2 revenue grew by 48%, and it plans to submit a BLA for its weight-loss drug Retatrutide in Q1 2027; Novo Nordisk, on the other hand, laid off 12,000 employees.
Eli Lilly reported a 48% increase in Q2 2026 revenue and raised its full-year guidance. Its weight-loss drugs, Mounjaro and Zepbound, generated a combined $14.9 billion in sales in Q2, capturing appro
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Evercore ISI Reiterates Outperform on Apple, Sets $365 Price Target Amid AI Mac Push
Evercore ISI reiterated its "Outperform" rating on Apple and set a $365 price target. This follows Apple's refreshed Mac mini launch, featuring new M6 and M5 Pro models with significant AI and perform
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Manning & Napier Advisors analyst Kelly Covley warns AI revenue slowdown would be market's biggest test
Manning & Napier Advisors senior investment analyst Kelly Covley stated that the market has become increasingly dependent on the AI trade, making stocks more vulnerable if demand begins to weaken. She
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AI data center provider CoreWeave's debt reached $35 billion by the end of Q2 2026, with quarterly interest expenses of $640 million.
CoreWeave's AI data center capacity has expanded from approximately 70 megawatts at the end of 2023 to 1.5 gigawatts by mid-2026, with projections to exceed 1.8 gigawatts by the end of 2026 and reach
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Robinhood rose 6.41% during the day, now trading at $110.265.
Robinhood rose 6.41% during the day, now trading at $110.265.
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Self-driving truck startup Gatik raises $200M in new funding round
The round was led by Qatar Investment Authority and Koch Disruptive Technologies, with participation from Millennium Management, ARK Invest, and Intact Private Capital. The Santa Clara, California-bas
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Zerostack's Crypto Holdings Reach $1.06 Billion, Equating to $18.19 Per Share
The pharmaceutical distribution business, which has pivoted to become an asset manager and cryptocurrency acquirer, holds 925.9 million MemeCore ($M) tokens valued at $1.03 billion and 223.8 million 0
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OpenAI CEO Sam Altman admits AI boom is running late, stating it's in 'Palm Pilot stage' before 'iPhone moment' and revealing OpenAI shelved Sora due to excessive compute consumption.
OpenAI CEO Sam Altman admitted over the weekend that the AI boom is running late, describing the current state of AI adoption as the 'Palm Pilot stage' before an 'iPhone moment' that would completely
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Analysts say buy Amazon and Microsoft, avoid Tesla
Yahoo Finance analysis suggests that Amazon and Microsoft are tech stocks worth increasing holdings in, while Tesla should be avoided for now. The analysis believes that Amazon and Microsoft have dive
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Airbnb (ABNB) and Expedia (EXPE) stocks trend higher, with Airbnb trading at $190.23, outperforming despite broader tech market volatility.
Airbnb (ABNB) and Expedia (EXPE) stocks trend higher, with Airbnb trading at $190.23, outperforming despite broader tech market volatility.
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Mizuho Upgrades Canadian Solar (CSIQ) to "Neutral," Sets Price Target at $19
Mizuho upgraded Canadian Solar from Underperform to Neutral with a $19 price target. The bank no longer views the "Prohibited Foreign Entity" status as a structural threat to the company and expects i
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Goldman Sachs, Citi, JPMorgan Face Subpoenas Over AI Hedge Fund: Reports
Goldman Sachs, Citi, JPMorgan Face Subpoenas Over AI Hedge Fund: Reports
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Veteran investor Andrew Sather refuses to buy into SpaceX's IPO, instead recommending three profitable publicly traded aerospace stocks: Northrop Grumman, Lockheed Martin, and L3Harris Technologies.
Andrew Sather, co-host of the podcast "Investing for Beginners," stated that he declined to purchase SpaceX's IPO, citing his discipline of not buying IPOs and concerns that approximately 911 million
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VIX curve shows "bulge" as traders prepare for increased volatility around November US midterm elections
Bloomberg Markets reports that the VIX curve shows a "bulge," indicating that stock market traders are preparing for a potential increase in volatility around the November US midterm elections. Althou
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Boston Fed President Collins says it's appropriate to raise interest rates "soon" absent evidence of sustained disinflation
Boston Fed President Collins says it's appropriate to raise interest rates "soon" absent evidence of sustained disinflation
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AlibabaAI Cloud Business Revenue Grows 45%, Pledges RMB 380 Billion Investment to Accelerate Transformation
Alibaba's Q1 FY2027 (ending June 30) earnings report shows that its AI cloud and computing services revenue increased by 45% year-over-year to RMB 48.4 billion (approximately $7.1 billion), with adjus
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Wall Street Analysts: Micron Technology and Broadcom Shares Could Rise 66% and 46% Respectively
According to Yahoo Finance, Wall Street analysts believe that Micron Technology (MU) and Broadcom (AVGO) still have significant upside potential as major beneficiaries of the artificial intelligence (
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Coca-Cola (KO) stock surges 33% year-to-date, significantly outperforming PepsiCo's (PEP) 3% gain, driven by raised full-year guidance versus PepsiCo's Q2 volume shortfall.
Coca-Cola's asset-light model also contributes to its 34.9% operating margin, more than double PepsiCo's 14.4%. However, PepsiCo's 3.87% dividend yield continues to attract income investors.
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OpenAI claims its new chips can outperform NVIDIA processors in tests
OpenAI claims its new chips can outperform NVIDIA processors in tests
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Boston Fed President Collins: Inflation is Still Too High, Concerned About the Price Stability Part of the Fed's Mandate
Boston Fed President Collins: Inflation is Still Too High, Concerned About the Price Stability Part of the Fed's Mandate
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U.S. new home sales plunged 10.5% month-over-month in July, with the median sale price down 0.9% year-over-year.
U.S. July new single-family home sales annualized fell to 607,000 units, lower than the expected 620,000 units. Market supply sharply increased from 8.5 months in June to 9.6 months, and the number of
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Broadcom's AI orders exceed $30 billion, Micron Technology locks in approximately $100 billion in memory revenue through five-year agreement
Broadcom's AI semiconductor orders exceeded $30 billion in the second fiscal quarter, with AI semiconductor revenue growing 143% year-over-year to $10.8 billion. The company expects AI chip revenue to
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Fox Corporation is issuing investment-grade bonds to fund the acquisition of Roku and pay down debt.
Fox Corporation is issuing investment-grade bonds to fund the acquisition of Roku and pay down debt.
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US stocks continue their decline, with the Nasdaq Composite extending its losses to 1.00%.
US stocks continue their decline, with the Nasdaq Composite extending its losses to 1.00%.
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The Block: Bitdeer's Q3 Net Loss Widens to $125.5 Million
According to The Block, Bitdeer reported its Q3 revenue grew 89% year-over-year to $320.7 million, while net loss widened to $125.5 million from $30.1 million in the same period last year. This includ
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Nikkei Asia: TSMC has reserved up to $1 billion to acquire shares in Anthropic and OpenAI
According to *Nikkei Asia*, TSMC has reserved up to $1 billion to support Anthropic and OpenAI as they advance toward their IPOs, with the report's headline describing the arrangement as a share purch
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NVIDIA fell 3.57% from its previous close, currently trading at $172.285.
NVIDIA fell 3.57% from its previous close, currently trading at $172.285.
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Al Jazeera: Meta Expands AI Age Verification, Rolling Out Globally on Instagram while Threads Rollout Remains Planned
According to Al Jazeera, Meta has rolled out AI-powered age estimation globally across Instagram accounts to identify teenagers who registered using adult birthdays and transition those accounts into
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CNBC: IRS Raises Income Thresholds for Long-Term Capital Gains Tax Brackets for 2027
According to CNBC, the U.S. Internal Revenue Service (IRS) has released the long-term capital gains tax brackets for 2027, raising the taxable income thresholds for the 0% tax rate. The report also no
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TechCrunch: Adobe Updates AI Features and Launches Local MCP Integration Capabilities
According to TechCrunch, Adobe announced a raft of AI feature updates for its creative applications at its MAX event, while launching a private beta of a prototyping tool called Builder within Firefly
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Carlyle Group Partners with SEI Investments to Launch Retail Private Markets Fund for Wealthy Individuals
Carlyle Group Partners with SEI Investments to Launch Retail Private Markets Fund for Wealthy Individuals
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CNBC: Amazon Ring Unveils Indoor Drone and Commercial Security Robot
According to CNBC, Amazon's Ring has announced the Ring Drone Cam, an indoor surveillance drone priced at $250, alongside the Ring Rover Cam, a $1000 security robot designed for environments such as o
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Cyanogen Co-founder Kirt McMaster Launches Linux Desktop System Kora Tailored for the AI Era
Cyanogen Co-founder Kirt McMaster Launches Linux Desktop System Kora Tailored for the AI Era
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U.S. 3-month annualized core CPI rose to 3.7%, hitting a new high since January 2025, while super-core inflation surged to 5.5%.
U.S. 3-month annualized core CPI rose to 3.7%, hitting a new high since January 2025, while super-core inflation surged to 5.5%.
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The Defiant: Ethereum Drops About 1.9% Around US CPI Release
According to The Defiant, Bitcoin and Ethereum traded lower as US CPI for October came in hotter than expected, with Ethereum dropping about 1.9% around the time of the data release. The report noted
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CNBC: Moolenaar Demands Thorough Investigation into Jensen Huang's China-Related Controversy
According to CNBC, John Moolenaar, Chairman of the House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party, stated that Congress needs to clarify
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ADP: US private sector added an average of 19,750 jobs per week over the four weeks ended October 24
Data released by ADP shows that in the four weeks ended October 24, U.S. private employers added an average of 19,750 jobs per week, higher than the 19,500 jobs from the previous week and 16,750 jobs
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Deltaone via UBS: Maintains S&P 500 year-end 2027 target at 8,900 points
According to @DeItaone, UBS maintains its year-end 2027 target for the S&P 500 at 8,900 and its 2028 target at 9,600, while projecting an 18% growth in earnings per share for 2027. These figures repre
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Protos: Value ETFs Outperformed Growth ETFs Over the Past 12 Months
According to Protos, the iShares Russell 1000 Value ETF compared in its report posted a total return including dividends of approximately 29% over the past 12 months, while the iShares Russell 1000 Gr
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Deltaone via WSJ: US considering renegotiating European security arrangements in Ukraine peace plan
Citing The Wall Street Journal via Deltaone, the Trump administration is pushing to include the renegotiation of European security arrangements in a potential Ukraine peace plan, with discussions pote
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CNBC, citing GM: Approximately 38% of prospective CarBravo used car shoppers ultimately purchased new vehicles.
According to CNBC, General Motors (GM) stated that its CarBravo certified pre-owned vehicle program directs customers to dealerships, with approximately 38% of customers initially searching for used c
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Deltaone relays Barclays survey: 56% of respondents have skipped or would consider skipping holiday gatherings due to costs
According to a Barclays survey cited by Deltaone, 56% of respondents stated that they have skipped or would consider skipping holiday gatherings due to the inability to afford the costs, while 57% cit
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US Defense Secretary Hegseth: We control the Strait of Hormuz
US Defense Secretary Hegseth: We control the Strait of Hormuz
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UBS expects European stock markets to rise by 13% by the end of 2027.
UBS expects European equities to achieve a 13% gain by the end of 2027, and is poised to deliver double-digit gains by the end of next year as an expanding industrial cycle drives profit growth.
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Alibaba plans to spin off its semiconductor subsidiary T-Head for a Hong Kong IPO
Alibaba plans to spin off its semiconductor subsidiary, T-Head, and list it on the Hong Kong Stock Exchange. T-Head primarily develops data center chips and computing solutions. The company has submit
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Google to invest $10 billion in Anthropic IPO
Google will invest $10 billion in Anthropic's IPO. The investment will be priced at Anthropic's IPO price, as the company has launched a roadshow with a proposed price range of $70 to $78.
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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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SK Hynix rose 6.78% from its previous close, currently trading at ₩1,213,000.
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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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What is PAXG? An Analysis of the Investment Value of PAX Gold (PAXG)
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How to Choose Among Ten Crypto Exchanges: A Comparison of Features, Custody, and Risk
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What is Ethereum Push Notification Service (Push Protocol)? The Evolution of Web3 Communication Protocols
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Is OKB Worth Holding Long-Term? A Comprehensive Guide to OKB Founders and Ecosystem Mechanisms
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What is the Value of HON? An Analysis of the Heroes of NFT Ecosystem and Token Status
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Hong Kong Virtual Asset Trading Platforms App Rankings and Regulatory Compliance Landscape
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What is Adamant (ADDY)? An Overview of the Polygon Ecosystem Yield Optimizer and ADDY Token
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