U.S. stocks
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Marvell Technology fell 7.5% in pre-market trading, as investors were disappointed that its cooperation agreement with Google did not bring the expected growth.
Marvell Technology fell 7.5% in pre-market trading, as investors were disappointed that its cooperation agreement with Google did not bring the expected growth.
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Global Market Risks Converge in September: the Federal Reserve, European Central Bank (ECB), and Bank of Japan (BOJ) to Hold Intensive Policy Meetings; Anthropic's Hundred-Billion-Dollar IPO May Test the AI Sector
As the holiday season concludes, markets are bracing for a high-risk September. The Federal Reserve, European Central Bank (ECB), and Bank of Japan (BOJ) will hold their monetary policy meetings conse
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Wall Street veteran analyst David Woo warns: AI valuation logic has fundamental flaws, driven by "fear of missing out," and a narrative collapse would cause a catastrophic impact on US stocks.
David Woo pointed out in a podcast that the core risk of current AI trading is not short-term performance, but the underlying assumptions supporting the entire AI valuation system. He believes that An
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Black Spade Capital, the family office of Macau billionaire Lawrence Ho, is entering the space technology sector through a merger with satellite communications company Astrum Space, valuing the combined entity at approximately $1 billion. The merged entity seeks to list on the New York Stock Exchange.
Lawrence Ho's family office, Black Spade Capital, announced the completion of its third de-SPAC transaction by merging with satellite communications company Astrum Space, marking its entry into the sp
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Chinese AI company MiniMax has increased its three-year cloud computing procurement cap with Alibaba by 220% to $1.2 billion to meet surging AI hashrate demand.
The Shanghai-based company plans to spend up to $300 million on Alibaba Cloud services this year, nearly triple its initial cap of $115 million, after having used two-thirds of that budget by the end
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BofA maintained its Underperform rating and $160 price target for Salesforce, stating that while its latest earnings exceeded expectations, AI continues to erode its traditional business model, and the new AI business is not yet substantial enough to support a high valuation.
Bank of America analyst Tal Liani noted in an August 27 research report that Salesforce's total revenue for the second fiscal quarter increased by 10.8% year-over-year to $11.345 billion, slightly exc
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Coinbase's new US500 index perpetual futures contract crosses $100 million in 24-hour trading volume a week after launch
Coinbase's new US500 index perpetual futures contract crosses $100 million in 24-hour trading volume a week after launch
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Jerry Tworek, former VP of Research at OpenAI, predicts that human researchers will play a significant role in AI research discoveries for only two more years, after which AI R&D will be fully automated.
In a recent interview, Jerry Tworek pointed out that with the advent of the "native agent" era, AI itself is rapidly taking over R&D work. He founded Core Automation with the aim of creating a "third-
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US Corporate Profits Surge to Post-WWII Record High, While Worker Payouts Wilt
US Corporate Profits Surge to Post-WWII Record High, While Worker Payouts Wilt
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A federal judge ruled late Thursday that the Trump administration's blacklisting of AI company Anthropic earlier this year was illegal
U.S. District Judge Rita F. Lin of the Northern District of California stated in her decision that the government illegally retaliated against Anthropic, deeming it a supply-chain risk for "constituti
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XRP Treasury company Evernorth's S-4 registration statement has been approved by the US Securities and Exchange Commission, paving the way for its merger with SPAC company Armada and listing on Nasdaq.
Evernorth aims to provide regulated tools for public market investors seeking XRP exposure, plans to actively deploy capital into XRP-based infrastructure, and increase XRP holdings per share through
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Judge blocks Pentagon blacklist of Anthropic as supply chain risk
Judge blocks Pentagon blacklist of Anthropic as supply chain risk
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The Nikkei Index rose 0.4% to 66378.90 points, led by IT services stocks, driven by the overnight rally in US technology stocks.
The Nikkei 225 rose 0.4% to 66378.90 points, led by IT services stocks, driven by the overnight rally in US tech stocks. Fujitsu gained 4.2%, and NEC Corporation rose 3.8%. Investors are awaiting rema
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Seoul stocks open lower, KOSPI down 0.95% to 6,846.54, despite US rally as investors await Fed clues
Seoul stocks opened lower Friday, with the benchmark Korea Composite Stock Price Index (KOSPI) falling 0.95% to 6,846.54, bucking overnight gains on Wall Street. Major US indexes closed higher, with t
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Jim Cramer Says Strong NVIDIA and Salesforce Earnings Debunked Two Bearish Narratives
CNBC host Jim Cramer said Thursday that strong earnings results from NVIDIA and Salesforce debunked two major bearish arguments on Wall Street regarding the two tech stocks, causing both to surge. Sal
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Musk expects SpaceX's annual revenue to reach $3.5 trillion around 2033, seven years ahead of Morgan Stanley's forecast.
Elon Musk stated on Thursday that he expects SpaceX's annual revenue to reach $3.5 trillion around 2033, seven years earlier than Morgan Stanley's previous forecast of 2040. Earlier this month, Musk a
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The U.S. Securities and Exchange Commission (SEC) charged 38 entities with impersonating U.S. advisors through false filings to defraud retail investors.
The U.S. Securities and Exchange Commission (SEC) charged 38 entities with impersonating U.S. advisors through false filings to defraud retail investors.
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Anthropic IPO Process Accelerates: Plans to Allow Early Shareholders to Cash Out and Extend Lock-up Period; Prospectus Expected After US Labor Day on September 7, with Listing as Early as Late September
AI startup Anthropic is considering allowing existing shareholders to sell some shares in its IPO, while also exploring a lock-up period exceeding 180 days to balance the monetization needs of early i
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The S&P 500 is nearing an ‘especially positive’ price — and the options market suggests a surge is likely
The S&P 500 is nearing an ‘especially positive’ price — and the options market suggests a surge is likely
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Marvell Technology (MRVL) boosts forecasts, but its stock fails to rally on July-quarter results
The chip maker's July-quarter results did not provide significant upside to estimates, leading to a muted stock reaction despite the raised outlook.
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Marvell Technology's Q3 revenue guidance of $3.15 billion significantly exceeded expectations, with Q2 revenue reaching $2.74 billion, a 37% year-over-year increase.
Marvell Technology released its second-quarter earnings report after market close on August 27 ET. Revenue was $2.74 billion, a 37% year-over-year increase, and adjusted EPS was $0.94, both slightly e
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JPMorgan Chase strategist Jack Manley expects that Federal Reserve's Kevin Warsh's speech at Jackson Hole will not provide clear information on the interest rate path.
Jack Manley, a global market strategist at JPMorgan Chase Asset Management, stated that he does not believe Federal Reserve Chairman Kevin Warsh's speech at Jackson Hole will provide any information r
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White House: President Donald Trump visits Texas today, highlighting achievements during his term such as tax cuts, border security, and job growth.
The White House announced that President Donald Trump returned to Texas today and reviewed several achievements during his term, including historic tax cuts for Texas workers, families, and seniors, s
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Musk reposted a message stating that Grok 4.6 is now available in Microsoft Foundry models, further expanding into the enterprise AI ecosystem.
Elon Musk retweeted a message from Tesla Owners Silicon Valley, announcing that Grok 4.6 from SpaceX AI is now available in Microsoft Foundry models. Enterprises can now use Grok 4.6 on Foundry to bui
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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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Trump Media & Technology Group reported a net profit of $410 million in the third quarter, driven primarily by gains from crypto assets.
According to the latest financial report released by Trump Media and Technology Group, the company posted a net profit of $409.7 million in the third quarter of this year, turning a profit compared to
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RTHK: US Department of Defense Removes WuXi AppTec from 1260H Chinese Military Companies List
According to RTHK citing Reuters, the U.S. Department of Defense has removed WuXi AppTec from the 1260H "Chinese Military Companies" list. Citing a government notice, the report stated that the move c
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Major Asian stock markets opened higher: the Hang Seng Index rose 0.7%, and the KOSPI gained 4.55%.
According to RTHK on November 10, major Asian stock markets opened higher, driven by gains in U.S. equities and a pullback in oil prices. The Hang Seng Index opened up 172 points, or about 0.7%, at 24
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Kolmar Korea's Two AI Beauty Devices Win Three CES 2027 Innovation Awards
According to The Korea Herald, two AI beauty devices by Kolmar Korea have won a total of three CES 2027 Innovation Awards. Among them, ChromaFlow, which formulates personalized lip colors in about a m
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Wu Blockchain: 56 out of the first 62 companies in OKX ICE have filed objections
According to Wu Blockchain, out of the initial 62 companies selected for OKXICE—the proposed tokenized stock platform jointly held by OKX and Intercontinental Exchange (ICE), the parent company of the
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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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