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U.S. stocks
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CrowdStrike shares surge over 11% in extended trading after Q2 earnings beat estimates, driven by AI cybersecurity demand
CrowdStrike (CRWD) reported fiscal second-quarter revenue jumped 26% year-over-year, with CEO George Kurtz calling it "the best quarter in CrowdStrike's history." The company also lifted its full-year
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OpenAI has released a technical report detailing its AI model's autonomous intrusion into Hugging Face last month, prompting the U.S. Congress to propose the "AI Kill Switch Act."
OpenAI on Wednesday released a 37-page technical report, disclosing the full process by which its AI models (including GPT-5.6 Sol and an internal research model) collaboratively breached a sandboxed
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CrowdStrike stock soars after reporting its "best quarter ever," fueled by AI demand
Cybersecurity firm CrowdStrike announced its second quarter was the best in company history, with shares rallying significantly. CEO George Kurtz stated that securing AI represents the "largest market
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NVIDIA's Sales Double to $96 Billion, Data Center Segment Grows 117% Driven by Strong AI Demand
NVIDIA's Sales Double to $96 Billion, Data Center Segment Grows 117% Driven by Strong AI Demand
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U.S. Stocks Tick Down as Traders Weigh Heated Inflation Data and Await Nvidia Earnings
U.S. stocks ticked down as traders weighed surprisingly heated inflation data and awaited earnings from artificial-intelligence bellwether Nvidia after the bell.
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Meta Settles for $18 Billion
Meta Settles for $18 Billion
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Oura, a maker of smart rings that track health, fitness and sleep, and some of its backers are said to seek up to $3 billion in a US IPO
Oura, a maker of smart rings that track health, fitness and sleep, and some of its backers are said to seek up to $3 billion in a US IPO
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Nvidia reported record Q2 sales of $96.2 billion, beating estimates by 4%, but its stock remained flat amid market jitters over AI spending.
Nvidia reported record Q2 sales of $96.2 billion, beating estimates by 4%, but its stock remained flat amid market jitters over AI spending.
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Donald Trump imposed 50% tariffs on Canadian goods, Canada immediately retaliated in kind, and the escalating trade war impacted the Republican midterm elections
Donald Trump recently announced a 50% tariff on approximately $20 billion worth of Canadian goods and opened a duty-free quota for some imported beef. Canada immediately retaliated with reciprocal tar
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Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter
Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter
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Salesforce's Q2 revenue was $11.35 billion, a year-over-year increase of 11% and exceeding Wall Street expectations.
Salesforce announced its second-quarter revenue for fiscal year 2027 was $11.35 billion, an 11% year-over-year increase, surpassing Wall Street's expectation of $11.33 billion. The company stated that
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Better and Coinbase Launch Bitcoin-Backed Mortgages for US Homebuyers
The new product allows US homebuyers to pledge Bitcoin as collateral for a down payment without having to sell their cryptocurrency.
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Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D, Driven by AI Buildout Demand
Lam Research CEO Tim Archer stated that the company's investment aims to stay ahead of the accelerating pace of AI innovation, as new AI models demand more computational power, bandwidth, and storage.
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Okta (OKTA) shares jump 15% in extended trading after Q2 earnings beat estimates and company raises full-year guidance, citing strong AI-driven demand for identity security.
Okta reported Q2 revenue rose 11% and net income reached $116 million. The identity software provider also closed dozens of AI deals, including a multi-million-dollar agreement with a healthcare compa
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Salesforce and Anthropic expand strategic cooperation, launching AI sales tool "Claudeforce," which Salesforce CEO says will provide "a dynamic interface for thinking, reasoning, and acting."
Salesforce and Anthropic are expanding their strategic partnership with the launch of "Claudeforce," an AI sales tool that Salesforce CEO Marc Benioff describes as providing a "dynamic interface for t
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US President Trump Declares National Emergency to Secure Bulk-Power System, Prohibits Certain Foreign Equipment Transactions
President Trump declared a national emergency to protect the United States bulk-power system, citing an unusual and extraordinary threat from foreign actors exploiting vulnerabilities in the system. T
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Google Releases Gemini 3.5 Transcribe Speech-to-Text Model, Claiming It's the "Most Accurate" and Can Understand Speaker Intent
On August 26, local time, Google launched its latest speech-to-text model, Gemini 3.5 Transcribe. This model not only improves recognition accuracy but also possesses the ability to understand speaker
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FDA approves Revolution Medicines' new pancreatic cancer drug daraxonrasib for market, the first targeted therapy, nearly doubling patients' median survival.
The U.S. Food and Drug Administration (FDA) has approved daraxonrasib (brand name Rasonque), a new pancreatic cancer drug from Revolution Medicines (RevMed), for market. This drug is the first targete
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US July PCE rose 3.7% year-on-year, higher than expected, while core PCE remained flat at 3.3%, showing no signs of cooling. Market expectations for a September rate hike by the Federal Reserve have risen to approximately 40%.
Data released by the U.S. Department of Commerce on Wednesday showed that the Personal Consumption Expenditures (PCE) price index rose 3.7% year-on-year in July, higher than market expectations of 3.6
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OpenAI sees over a dozen executive departures since year-end, including data center head Chris Malone last week, as company reorganizes ahead of expected 2027 IPO
The departures include CEO Sam Altman’s top deputy, the chief operating officer, chief revenue officer, chief marketing officer, and several team leads. Chris Malone, head of data centers, left last w
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Anthropic Reaches $45 Billion Cloud Services Deal with UK's Nscale, to Lease 460 MW of Computing Power
AI company Anthropic has reached a cloud services agreement with UK AI infrastructure company Nscale, valued at approximately $45 billion. Under the agreement, Anthropic will lease about 460 megawatts
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The U.S. Supreme Court ruled that the Donald Trump administration's mail-in ballot executive order can be implemented before the 2026 midterm elections
The U.S. Supreme Court on Monday overturned lower court rulings, allowing the Donald Trump administration to enforce its mail-in voting executive order issued on March 31. The executive order, which a
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Apple announced that it will hold a new product launch event at 1 AM on September 10, where it will unveil its first foldable iPhone, with new CEO John Ternus presiding for the first time.
Apple announced on Wednesday that it will hold its biggest product launch event of the year, themed "Wonderbloom," at 1 AM Beijing time on September 10 at its Cupertino, California headquarters. This
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Mizuho Securities analyst Rakesh said Wall Street will focus on NVIDIA's AI spending outlook released on Wednesday, as expectations for significantly exceeding profit forecasts have largely been priced in.
Mizuho Securities analyst Rakesh said Wall Street will focus on NVIDIA's AI spending outlook released on Wednesday, as expectations for significantly exceeding profit forecasts have largely been price
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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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Hyperscale Data Sells All Remaining 211.56 Bitcoins for $16 Million to Pay Off Debt and Build Michigan AI Data Center
Hyperscale Data Sells All Remaining 211.56 Bitcoins for $16 Million to Pay Off Debt and Build Michigan AI Data Center
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Deltaone relays Waller: Productivity boost from AI will still take several years; stock market volatility generally does not affect interest rate decisions.
According to Deltaapp, Federal Reserve Governor Waller stated that the productivity gains from artificial intelligence will still take years to materialize, and significant fluctuations in the stock m
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WSJ: Ease of US-Iran Tensions Drives Oil Prices Lower, Fed's Waller Leans Toward December Rate Hike
WSJ: Ease of US-Iran Tensions Drives Oil Prices Lower, Fed's Waller Leans Toward December Rate Hike
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Bitcoin lagged behind the U.S. stock market rebound ahead of the inflation data release, with spot ETFs recording $201 million in net outflows.
Bitcoin lagged behind the U.S. stock market rebound ahead of the inflation data release, with spot ETFs recording $201 million in net outflows.
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Wells Fargo cuts NVIDIA's price target from $315 to $300, maintains Overweight rating.
Wells Fargo has lowered its price target on NVIDIA from $315 to $300 while maintaining an Overweight rating. Analyst Matt Bryson pointed out that this adjustment is based on a survey regarding CEO Jen
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SoftBank Group swings to a quarterly net loss of $7 billion, with surging AI costs and $3.7 billion in charges booked
SoftBank Group swings to a quarterly net loss of $7 billion, with surging AI costs and $3.7 billion in charges booked
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Deltaone: BofA removes NVIDIA, Micron, and Lam Research from US 1 list, maintains Buy ratings
According to Deltaone, Bank of America has removed NVIDIA (NVDA), Micron Technology (MU), and Lam Research (LRCX) from its "US 1" list, which represents its highest-conviction investment ideas. The re
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WSJ, citing Options Group: Wall Street compensation projected to rise nearly 4% this year
According to a report by financial services executive search and consulting firm Options Group cited by The Wall Street Journal, Wall Street's overall compensation is projected to grow by nearly 4% th
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Microsoft urges Trump administration to drop ban on Chinese optical transceiver modules, warning it would severely delay US AI infrastructure development
According to Reuters, Microsoft is urging the Trump administration to drop plans to ban Chinese optical transceiver modules, warning that supply chain disruptions would severely delay U.S. AI infrastr
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Anthropic plans to issue 825 million shares at $70 to $78 per share in its IPO, targeting a maximum fundraising amount of up to $64.35 billion.
Anthropic plans to issue 825 million shares at $70 to $78 per share in its IPO, targeting a maximum fundraising amount of up to $64.35 billion.
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Reuters/Ipsos Poll: 71% of Americans Want the New Congress to End the Iran War, 62% Support Repealing Tariffs
A recent Reuters/Ipsos poll shows that 71% of surveyed Americans want Congress to end the war with Iran, including 51% of Republicans. Additionally, 62% support repealing Donald Trump’s import tariffs
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According to The Information, NVIDIA CEO Jensen Huang's private relationships in China previously helped facilitate at least $7.5 billion in chip shipments.
According to The Information, NVIDIA CEO Jensen Huang's private relationships in China previously helped facilitate at least $7.5 billion in chip shipments.
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The Block: ARK Trims Stakes in Block, Bullish, and ARKB, While Increasing Holdings in NVIDIA and SoFi
According to The Block, ARK Invest sold 68,997 shares of Block on Monday, valued at approximately $6.1 million; 49,767 shares of Bullish, valued at about $1.1 million according to the report; and redu
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Trump defuses the threat of military action against Iran, sending international oil prices tumbling below $90 a barrel and helping buoy global equity markets.
Trump defuses the threat of military action against Iran, sending international oil prices tumbling below $90 a barrel and helping buoy global equity markets.
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Al Jazeera: US Lawmakers Call for Advancing AI Chip Export Regulation Bill
According to Al Jazeera, U.S. Senators Elizabeth Warren and Jim Banks have called on Congress to advance the *AI Overwatch Act*, which would grant lawmakers the power to review and potentially block e
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Citigroup CEO Jane Fraser: Optimistic about expansion prospects in the Chinese market after obtaining a wholly-owned securities license
Citigroup CEO Jane Fraser stated at the Citi China Conference in Shanghai that, following approval to establish a wholly-owned securities firm in mainland China, she is confident and optimistic about
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Global stock markets strengthen, with benchmark oil prices falling below $90 a barrel for the first time since August.
Global equities rallied as benchmark oil prices fell below $90 a barrel for the first time since August, boosted by signs of diplomatic progress in the US-Iran conflict, while US Treasuries held stead
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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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