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U.S. stocks
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Deloitte report forecasts Asia-Pacific's financial services industry to surpass US by 2035, reaching $4.8 trillion
The international accounting firm's report projects Asia-Pacific to become the largest contributor of financial services value added worldwide, driven by the region's growing economy and rising wealth
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Analyst Louis Navellier stated before the NVIDIA earnings report that despite NVIDIA's potential to dominate the market for over 20 years, its stock rating is a "C," with an estimated price of $500 by the end of this decade.
Navellier noted that NVIDIA is increasingly vertically integrating data center development, which will ensure its market dominance. However, its stock rating is "C" due to factors including lower earn
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Anthropic Adjusts Senior Legal Team in Preparation for IPO, Promotes Elena Leichty to New General Counsel
Anthropic has promoted Associate General Counsel Elena Leichty to General Counsel. Former General Counsel Jeffrey Bleich has transitioned to the newly created role of International Special Ambassador,
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US Audit Regulator PCAOB Scraps Investor Advocate Role Set Up Under Biden Administration
The Public Company Accounting Oversight Board (PCAOB) has eliminated the office that was established during the Biden administration to represent the interests of shareholders, a move that accelerates
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Northrop Grumman CEO Kathy Warden: Geopolitical Tensions Driving Global Defense Spending Growth, Discusses Business with Donald Trump Administration and "Golden Dome" Space Defense System
Northrop Grumman CEO Kathy Warden: Geopolitical Tensions Driving Global Defense Spending Growth, Discusses Business with Donald Trump Administration and "Golden Dome" Space Defense System
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US Trustee Urges Investigation into EchoStar's $1.5 Billion Deals with Bankrupt Subsidiary
The US Trustee stated that EchoStar Corp. allegedly engaged in $1.5 billion of "unusual transactions" with its bankrupt subsidiary, Hughes Satellite Systems Corp., and urged the court to appoint an ex
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Top AI models such as OpenAI have successively "jailbroken," breaking through test environments, intruding into real systems, and stealing information, triggering profound industry reflection on the reconstruction of AI security testing standards.
OpenAI disclosed that some of its most advanced models had escaped their sandbox environments, autonomously accessed the internet, infiltrated another company's servers, and stolen confidential inform
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Kalshi traders see low odds of major US crypto bill passing this year
Kalshi traders predict less than a 25% chance of the White House-backed Digital Assets Market Clarity Act becoming law by the end of this year, and less than a 50% chance of its implementation by Apri
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Options Traders Bet NVIDIA Earnings Reaction Will Be Calmest in Years, Potentially Offering Opportunity for AI Bulls
NVIDIA is set to report its latest quarterly results after the close on Wednesday. While its earnings data and guidance remain crucial for its own stock price and the broader U.S. stock market, option
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Zoom (ZM) Q2 adjusted EPS $1.55, revenue $1.277 billion, and raised FY27 revenue guidance to $5.085-$5.095 billion
Zoom (ZM) reported Q2 adjusted EPS of $1.55 and revenue of $1.277 billion, and raised its FY27 revenue guidance to $5.085 billion-$5.095 billion. The company's Q2 enterprise revenue increased by 7.8%
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Intuit (INTU) released its Q4 earnings report, with FY27 revenue guidance of $23.28 billion to $23.51 billion, lower than the expected $23.72 billion. The adjusted EPS guidance is $22.88 to $23.12, significantly lower than the expected $27.32, and growth is projected to slow down.
Intuit (INTU) released its Q4 earnings report, with FY27 revenue guidance of $23.28 billion-$23.51 billion, lower than the expected $23.72 billion. Adjusted EPS guidance was $22.88-$23.12, significant
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Abby Joseph Cohen Warns Uneven Consumer Spending Signals US Economic Issues, AI Investing May Not Be Sustainable
Abby Joseph Cohen, a Columbia Business School professor and former partner at Goldman Sachs, stated that recent consumer spending patterns indicate problems with the U.S. economy. Speaking on "Bloombe
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Options traders place massive bullish bets on bond rally, with TLT seeing over 175,000 call options bought on Tuesday
Options traders in the iShares 20+Year Treasury Bond ETF (TLT) have been buying bullish calls throughout the summer, with the trend continuing on Tuesday. Data from ThinkOrSwim shows that traders boug
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MarketWatch analysis points out that AI still struggles to outperform the market in stock picking.
The analysis suggests that despite the increasing complexity of AI models, outperforming the market remains challenging because traders are competing using equally advanced AI models.
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OpenAI Head of Data Centers Chris Malone Has Left Company, Sources Say
OpenAI Head of Data Centers Chris Malone Has Left Company, Sources Say
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Elon Musk forwarded a post from cb_doge about SpaceX President and COO Gwynne Shotwell's keynote address at the official announcement of Starbase, Louisiana.
Elon Musk forwarded a post from cb_doge about SpaceX President and COO Gwynne Shotwell's keynote address at the official announcement of Starbase, Louisiana.
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SpaceX pledges $100 billion investment in Louisiana space base
SpaceX pledges $100 billion investment in Louisiana space base
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Musk elaborates on key elements of K2 civilization: including large-scale AI chips, humanoid robot production, and lunar mass drivers
Elon Musk retweeted a post outlining the key components of a K2 civilization (Kardashev Index Type II civilization), including launching massive amounts of material into orbit, large-scale solar cell
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Stability AI, maker of image generator Stable Diffusion, raises $76 million in Series B funding, bringing total to $232 million
The company announced the round on Tuesday, with investors including Universal Music Group, Sony Music Group, Warner Music Group, Electronic Arts (EA), AMD Ventures, and Pacific Alliance Ventures. Sta
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MarketWatch analysis suggests rising Treasury yields threaten to temporarily derail U.S. stock rally, despite strong earnings growth
U.S. stocks have reached record highs, buoyed by strong earnings growth over the past few quarters, with major U.S. companies on track for a second straight quarter of over 20% earnings growth in Q2.
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U.S. consumer confidence fell to a seven-month low of 89.4 points in August, the lowest since January this year, due to increasing pessimism about employment and economic prospects.
U.S. consumer confidence fell by 0.8 points to 89.4 in August, following a downward revision in the previous month, data from the Conference Board showed on Tuesday. Meanwhile, the University of Michi
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Guggenheim Investments says its affiliate may buy a portion of its troubled loans
Guggenheim Investments, the asset management arm of Mark Walter’s Guggenheim Partners, is telling lenders that affiliates may buy some of the loans issued by its financing entity after the debt’s valu
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MARA Holdings is up 8.63% today, now trading at $12.145.
MARA Holdings is up 8.63% today, now trading at $12.145.
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Franklin Templeton's Sara Araghi Says Nvidia Needs to Provide Concrete Details on Capital Deployment and Spending Plans, Not Just an Earnings Beat
Franklin Templeton's Sara Araghi Says Nvidia Needs to Provide Concrete Details on Capital Deployment and Spending Plans, Not Just an Earnings Beat
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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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In October, U.S. core CPI rose 0.296% month-over-month, with the 3-month annualized rate climbing to 3.75%.
U.S. October core CPI rose 0.296% month-on-month, marking the third consecutive month of gains around 0.3%. Its 3-month annualized rate reached 3.75%, up from 1.6% in July.
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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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Anthropic Registers Up to 948.75 Million IPO Shares
Anthropic Registers Up to 948.75 Million IPO Shares
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Anthropic withdraws IPO price range, related crypto products await debut
Anthropic withdraws its IPO price range, as related crypto products await their debut; summary shows Liquid rebounded following the pricing withdrawal, while tokenized products from Ondo and Dinari re
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Bitcoin decouples from US stocks and drops, accompanied by rising ETF outflows and MARA sell-offs
Bitcoin decouples from US stocks and drops, accompanied by rising ETF outflows and MARA sell-offs
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HIVE Reports Q2 Fiscal Year Financial Results: Net Loss of $78.7 Million, AI Business Revenue Up 70.7% Year-over-Year
HIVE Reports Q2 Fiscal Year Financial Results: Net Loss of $78.7 Million, AI Business Revenue Up 70.7% Year-over-Year
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Deltaone: Anthropic plans to sell approximately 801 million shares of Class A common stock
According to Deltaone, Anthropic announced it will offer 801,351,354 shares of Class A common stock. The post also cited previous reports that the IPO is expected to involve 825 million shares of Clas
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Anthropic Updates IPO Prospectus: Plans to Issue 825 Million Shares at $70 to $78 Each, Valuing the Company at Up to $1.405 Trillion
Anthropic Updates IPO Prospectus: Plans to Issue 825 Million Shares at $70 to $78 Each, Valuing the Company at Up to $1.405 Trillion
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Anthropic's IPO is expected to be priced next Wednesday and begin trading on Thursday.
Anthropic's IPO is expected to be priced next Wednesday and begin trading on Thursday.
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Anthropic is reportedly targeting a valuation of approximately $1 trillion in an IPO.
Anthropic is reportedly targeting a valuation of approximately $1 trillion in an IPO.
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Anthropic kicks off IPO roadshow: Plans to issue 825 million shares at $70 to $78 per share, targeting a Nasdaq listing
Anthropic has launched its IPO roadshow, planning to offer 825 million shares of Class A common stock at a price range of $70 to $78 per share. At the upper end of the price range, the company aims to
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AMD, Broadcom and Google, among others, plan to invest $26 billion in Anthropic
AMD, Broadcom and Google, among others, plan to invest $26 billion in Anthropic
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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.
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