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ScanSource (SCSC) announced the signing of a definitive agreement to acquire MicroAge, aiming to expand its market presence and enhance service capabilities.
ScanSource stated that the acquisition will expand its addressable market in high-growth technology areas such as cloud, cybersecurity, data center, and AI, and add service offerings including cloud m
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HP (HPQ) stock falls 6.2% in Thursday trading despite Q3 earnings beat and raised guidance, as margin concerns weigh on valuation.
HP stock was down 6.2% as of 11 a.m. ET, after falling as much as 12.4% earlier in the session. The company reported non-GAAP earnings per share of $0.83 on revenue of $15.68 billion for its fiscal th
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U.S. freight and logistics sector sees wave of bankruptcies from late July through August
At least 21 transportation and logistics-related companies, ranging from single-truck carriers to national distributors, sought Chapter 7 liquidation or Chapter 11 protection. Among the largest was BF
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South Korea's SK Hynix begins construction of its first HBM chip packaging plant in the US, with an investment exceeding $4 billion.
Located in West Lafayette, Indiana, the project will include an advanced chip packaging facility and R&D complex for assembling next-generation HBM4E memory for U.S. customers to support AI infrastruc
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Figma shares surge 12% to $30.27, Atlassian rallies 8% to $181.71, as investors reassess AI as a tailwind for design software
The gains come as investors unwind the previous thesis that generative AI tools would compress seat counts and pricing power for incumbent design and productivity vendors. Figma had been down 28% year
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NVIDIA is set to launch an employee-funded U.S. political action committee (PAC) named NVPAC, according to a source familiar with the plans.
NVIDIA is set to launch an employee-funded U.S. political action committee (PAC) named NVPAC, according to a source familiar with the plans.
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Strategy rose 12.18% intraday, now trading at $138.200.
Strategy rose 12.18% intraday, now trading at $138.200.
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Greenlight Capital increased its stake in Comcast (CMCSA) in Q2 2026, believing its shares are undervalued.
Greenlight Capital disclosed in its Q2 2026 investor letter that it has increased its stake in Comcast (CMCSA). The fund believes that after a roughly 60% decline in its share price over the past five
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Nvidia Reportedly Investing in AI Search Startup Perplexity at $30 Billion Valuation, Targeting 2028 IPO
The investment comes as Perplexity's annualized revenue has tripled to $750 million in the past year, driven by demand for its AI agent. Nvidia's investment is seen as a strategic move to deepen its r
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Chinese battery company CBAK Energy secures a $96 million quarterly battery order from India and is testing AI data center backup power batteries.
CBAK Energy (Nasdaq: CBAT) announced a $96 million quarterly battery order from an Indian two- and three-wheeler manufacturer for its 26-series batteries, which is expected to improve capacity utiliza
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Dollar General (DG) Q2 Earnings Beat Estimates with $11.3B Net Sales, 3.5% Same-Store Sales Growth, and $2.48 Diluted EPS, Raises Full-Year Outlook and Resumes Share Repurchases in Q3
Dollar General (DG) Q2 Earnings Beat Estimates with $11.3B Net Sales, 3.5% Same-Store Sales Growth, and $2.48 Diluted EPS, Raises Full-Year Outlook and Resumes Share Repurchases in Q3
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Langdon Global Smaller Companies Strategy fund disclosed in its Q2 2026 investor letter that it has initiated a position in the US financial services company Miami International Holdings (MIAX).
Langdon Global Smaller Companies Strategy fund disclosed in its Q2 2026 investor letter that it has initiated a position in the U.S. financial services company Miami International Holdings (MIAX). The
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Analysts believe that after a roughly 80% drop from its 52-week high, car rental company Avis Budget (CAR) faces structural risks due to its high leverage and vulnerability to demand shocks.
The stock is currently trading at around $144, after falling 13% in the past month. Analysis indicates that Avis Budget's business is highly dependent on airport traffic. It finances its fleet through
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Coinbase rose 6% intraday, now at $192.690
Coinbase rose 6% intraday, now at $192.690
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MARA Holdings rose 9.22% today, now trading at $12.255.
MARA Holdings rose 9.22% today, now trading at $12.255.
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Strategy is up 10.59% today, now trading at $136.240.
Strategy is up 10.59% today, now trading at $136.240.
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Apollo Global Management acquires co-controlling stake in Atlantic Aviation at nearly $10 billion valuation
Apollo Global Management Inc. is acquiring the co-controlling stake in the private jet fixed-base operator from rival KKR & Co.
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Sandhill Investment Management disclosed in its Q2 2026 investor letter that it initiated a new position in Badger Meter (BMI), a smart water metering solutions company.
Sandhill Investment Management stated that Badger Meter (BMI) holds a leading position in smart water meters and cellular advanced metering infrastructure technology, operating in an oligopoly market
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NVIDIA is strengthening its support for open-source AI models in China, while warning the White House that potential restrictions could harm its business.
NVIDIA emphasized on Wednesday that its "local AI initiative" is optimizing top open-source models such as DeepSeek V4 Flash and Alibaba's Qwen 3.8. However, in its Q2 earnings report filed with the U
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Investment management firm The London Company listed Qualys (Nasdaq:QLYS) as a major contributor in its Q2 2026 investor letter, stating that it benefited from AI's increased demand for cybersecurity.
The London Company, in its Q2 2026 investor letter for its "Small-Mid Cap Strategy," noted that Qualys, a provider of cloud-based IT, security, and compliance solutions, demonstrated strong stock perf
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Hyperliquid Strategies achieved approximately $553 million in treasury revenue for fiscal year 2026, with assets exceeding $2 billion and no debt.
Hyperliquid Strategies (NASDAQ:PURR) announced its fiscal year 2026 results, primarily driven by unrealized gains from its HYPE token treasury. As of June 30, the company's assets exceeded $2 billion
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Investment management firm The London Company listed Entegris (Nasdaq:ENTG) as a major contributor in its Q2 2026 investor letter, stating that it benefited from improved semiconductor demand and accelerated AI investments.
The London Company's "Small/Mid Cap Strategy" noted that Entegris benefits from improving semiconductor demand, accelerated AI investments, and increased fab utilization. The company also stated that
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Nektar Therapeutics' Q2 operating loss widened to $42.3 million, but it holds $1.02 billion in cash reserves, sufficient to last until 2028.
Nektar Therapeutics stated during its Q2 earnings call on August 13 that its lead candidate, rezpegaldesleukin (rezpeg), is undergoing two Phase III clinical trials for autoimmune diseases. Despite th
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Charles Schwab to add Solana (SOL), Avalanche (AVAX), and Chainlink (LINK) to its crypto trading platform
The move expands the offerings of Schwab Crypto, which launched in May with direct access to Bitcoin (BTC) and Ethereum (ETH) trading, charging 75 basis points per transaction.
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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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NVIDIA edged higher in pre-market trading as investors continued to assess the potential impact of allegations linking its CEO to China espionage.
NVIDIA edged higher in pre-market trading as investors continued to assess the potential impact of allegations linking its CEO to China espionage.
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Honda Motor adjusts its electrification strategy, expecting hybrid vehicles to become mainstream in the US market by the early 2030s.
Honda Motor adjusts its electrification strategy, expecting hybrid vehicles to become mainstream in the US market by the early 2030s.
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BitGo reported Q3 revenue of $2.85 billion, down 50.9% year-over-year.
According to The Block, BitGo reported Q3 revenue of $2.85 billion, down 50.9% year-over-year. Net income rose to $44.1 million, primarily driven by $71.5 million in unrealized gains on digital asset
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Trump Media reports holding 15,649 BTC ahead of November 30 debt put
Trump Media reports holding 15,649 BTC ahead of November 30 debt put
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Nikkei: Grab and SoftBank to Invest $1.85 Billion in AI Infrastructure in Malaysia
According to Nikkei Asia, Grab and SoftBank Group have announced a $1.85 billion investment in an AI infrastructure project in Malaysia, including data centers, aiming to capture Southeast Asia's grow
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FDA requires GLP-1 receptor agonist drug labels to include a potential risk warning for the rare eye disease NAION
In a drug safety communication issued on November 9, the U.S. FDA required all GLP-1 receptor agonist medications to add information regarding the potential risk of the rare eye disease NAION to the w
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Siemens CEO: AI won't replace humans, but employees who use AI will replace those who don't
Siemens CEO: AI won't replace humans, but employees who use AI will replace those who don't
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Proposed NYSE-affiliated tokenized securities platform selects Avalanche for settlement ledger, pending regulatory approval
According to CryptoSlate, Ava Labs announced on November 9 that Avalanche will provide the ledger technology to record and settle transactions for a proposed tokenized securities trading platform affi
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Asian equities advanced and oil prices retreated, boosted by hopes of a diplomatic resolution to the US-Iran conflict.
Asian equities advanced and oil prices retreated, boosted by hopes of a diplomatic resolution to the US-Iran conflict.
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FedEx adds four weekly cargo flights between China and the US
According to a report by the South China Morning Post on November 10, FedEx has announced the addition of four weekly cargo flights connecting China and the United States, operated by Boeing 777 freig
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SoftBank Group Posts ¥1.12 Trillion Net Loss in Q2
According to CNBC on November 10, SoftBank Group reported a net loss of 1.12 trillion yen (approximately $7 billion) for the second fiscal quarter.
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NVIDIA and KAIST plan to release at least 1 million Korean AI training samples to the public by 2027.
According to a report by The Korea Herald on November 10, NVIDIA and the Korea Advanced Institute of Science and Technology (KAIST) plan to release at least 1 million Korean AI training samples by 202
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TSMC's October sales reached NT$586.89 billion, up 59.7% year-on-year.
TSMC's October sales reached NT$586.89 billion, up 59.7% year-on-year.
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Magnus Hansson named new CEO of Jaguar Land Rover Korea
Magnus Hansson named new CEO of Jaguar Land Rover Korea
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Sources: House Democrats weighing whether to dissolve or reorganize US-China Select Committee
According to people familiar with the matter, following the Democratic Party's victory in the midterm elections, incoming House Democrats are weighing whether to disband or restructure the high-profil
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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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