U.S. stocks
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NVIDIA raised its FY2028 revenue growth guidance to 70%, significantly exceeding market expectations, and increased its purchase commitments to $279 billion to secure production capacity.
NVIDIA released its earnings report and held a conference call after market close on August 26, providing its first full-year revenue guidance for fiscal year 2028, projecting a 70% increase, signific
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SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a valuation of approximately $6 billion.
SoftBank is in talks to acquire a majority stake in humanoid robot developer 1X Technologies, valuing the deal at approximately $6 billion, according to sources familiar with the matter at The Informa
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NVIDIA has agreed to acquire open-source AI platform Hugging Face for $12.9 billion, aiming to hedge against closed-source AI threats and control core nodes of the open-source ecosystem.
According to The Information, NVIDIA agreed to acquire open-source AI platform Hugging Face for $12.9 billion on August 26, local time. This acquisition aims to hedge against the threat posed by close
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Nvidia reportedly in talks to acquire open-source AI startup Hugging Face for over $13 billion
The Information reported late Wednesday that Nvidia had struck a $12.9 billion deal to acquire Hugging Face, a repository for open-source AI tools. Business Insider reported earlier in the evening tha
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KKR to pay record $250 million to settle with US Justice Department
Private equity firm KKR will pay a record $250 million to settle a U.S. Justice Department lawsuit over its acquisition filings. KKR stated that it strongly disagrees with the U.S. allegations and tha
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NVIDIA's Q2 Revenue Reaches Record $96.2 Billion, Exceeding Analyst Expectations, Asian Stocks Mixed on Thursday
NVIDIA (Nvidia) announced record second-quarter revenue of $96.2 billion, exceeding analysts' expectations, with its earnings report and guidance setting the tone for Thursday's Asian stock market tra
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Taiwan's Powertech Technology plans to invest US$2.2 billion to build the world's first AI chip panel-level packaging factory, with production expected to begin as early as early 2027, potentially putting it ahead of TSMC.
Taiwan's Powertech Technology (PTI) announced plans to invest US$2.2 billion to establish the world's first AI chip panel-level packaging factory in Hsinchu, Taiwan, with production slated to begin as
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OpenAI and Broadcom's jointly developed AI inference chip, Jalapeño, has unveiled its first real-world performance data, showing significant outperformance compared to existing NVIDIA systems. Goldman Sachs states that this heralds a diversification in the AI hardware market.
OpenAI and Broadcom recently released the first public benchmark data for their jointly developed AI inference chip, Jalapeño. The chip demonstrated AI operations per watt that are 1.5 to 1.9 times hi
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Cybersecurity giant CrowdStrike's Q2 results exceeded expectations across the board, with the company raising its full-year revenue guidance, sending its stock up 12% in after-hours trading.
CrowdStrike's Q2 earnings report, released on August 26, showed revenue of $147 million (expected $144 million) and adjusted EPS of $0.31 (expected $0.29), both exceeding Wall Street expectations. Ann
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Seoul's Kospi index opened sharply higher, rising 2.34% to 6,967.45 points, as Nvidia's robust earnings eased semiconductor demand slowdown worries.
Seoul's Kospi index opened sharply higher, rising 2.34% to 6,967.45 points, as Nvidia's robust earnings eased semiconductor demand slowdown worries.
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Zhipu AI AI releases new model GLM-5.3-Flash, stating its inference service is supported by over 100,000 domestic chips, with efficiency comparable to NVIDIA GPUs; SemiAnalysis: NVIDIA's moat tested again
Zhipu AI officially confirmed on August 26 that the previously anonymously tested model, Ox Alpha (known as "Niulai" in the Chinese community), is indeed the newly released GLM-5.3-Flash. During its f
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CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat
The company's latest quarterly performance has disproven earlier bearish views that advances in AI models could disrupt the cybersecurity sector.
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AI startup Instinct raises $250 million in Series B funding, bringing total funding to $350 million at a $2.5 billion valuation
The one-year-old startup, which offers an AI assistant that helps users organize their lives, had its latest Series B round co-led by Index Ventures and Benchmark. Instinct's AI assistant connects to
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Lawyers for Federal Reserve Governor Lisa Cook Push Back on Donald Trump's Renewed Threat to Fire Her, Calling Mortgage Fraud Allegations "Baseless and Untrue"
Lawyers for Federal Reserve Governor Lisa Cook sent a letter to the White House on Wednesday, refuting Donald Trump's renewed efforts to fire her. The lawyers stated that the mortgage fraud allegation
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NVIDIA expects Q3 gross margin to be around 74%, with Q4 bottoming out at 71%-72% due to higher-than-expected memory price increases.
NVIDIA warned on its earnings call that due to "extreme pricing conditions" in the memory market, price increases have exceeded previous expectations. The company expects a gross margin of approximate
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NVIDIA has invested nearly $50 billion in frontier AI labs and plans to raise over $500 billion in third-party capital
NVIDIA management has directly addressed market concerns regarding its investments in frontier AI labs such as OpenAI and Anthropic. The company has invested nearly $50 billion in frontier AI labs and
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NVIDIA Q2 Revenue Hits Record $96 Billion, Forecasts 70% Growth by FY2028, Jensen Huang Says Growth Would Be Higher Without Constraints
NVIDIA announced its Q2 FY2027 earnings, with total revenue reaching a record $96 billion and data center revenue at $89 billion. The company expects total revenue for Q3 to reach $108 billion. CFO Co
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Amazon Triples NVIDIA Chip Orders Due to "Surging Demand," Adding 2 Million GPUs Over Next Two Years
Amazon and NVIDIA announced on Wednesday an expanded partnership, with Amazon adding 2 million NVIDIA GPU chips to its data centers in 2027 and 2028, including the Blackwell Ultra, Rubin, and Rubin Ul
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OpenAI is the sole investor in its latest venture fund, dedicating $400 million to early-stage AI companies
OpenAI is the sole investor in its latest venture fund, dedicating $400 million to early-stage AI companies
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SEC Drops Ex-Congressman Insider Trading Case After Trump Pardon
The U.S. Securities and Exchange Commission (SEC) is dropping its case against a former Republican congressman who was pardoned by President Donald Trump in June after a 2023 insider trading convictio
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Salesforce's Q2 adjusted EPS reached $5.90, significantly exceeding expectations. The company raised its full-year revenue guidance and announced an expanded partnership with Anthropic. Its stock price surged as much as 14% after hours.
Salesforce announced its second-quarter fiscal year 2027 results, with adjusted earnings per share (EPS) of $5.90, significantly higher than market expectations of $3.27; revenue reached $11.35 billio
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Nasdaq 100 Index Futures Rise After NVIDIA Gives Optimistic Sales Outlook
Futures on the tech-heavy Nasdaq 100 rose after Nvidia Corp. gave an upbeat sales outlook, easing concerns about a slowdown in the artificial intelligence spending boom.
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AI giant Anthropic reaches $45 billion AI data center deal with UK startup Nscale
Anthropic, the developer of the Claude model, is actively seeking computing power to run and train its latest AI models. The agreement aims to secure the hashrate capacity it needs.
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Anthropic signs $45 billion AI hashrate deal with UK AI infrastructure company Nscale, will use NVIDIAVera Rubin chips
The six-year agreement will see Nscale provide Anthropic with hashrate through NVIDIA's most advanced Vera Rubin chip system, with pre-computed hashrate services set to begin in late 2027. This is the
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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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