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Target (TGT) Q2 profit beats expectations, with nearly $1 billion from Donald Trump tariff refunds
Target reported earnings on August 20, achieving its second consecutive quarter of comparable sales growth and raising its full-year sales forecast to approximately 5% for the second time. However, th
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Rothschild Asset Management's Q2 report highlighted GE Aerospace (GE) for its strong performance, driven by robust commercial engine deliveries and a defense business book-to-bill ratio exceeding 2x.
Rothschild & Co Asset Management noted in its Q2 2026 investor letter that GE Aerospace (GE) was one of the top contributors to performance during the quarter. The company achieved excellent results a
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Baron Capital stated in its Q2 investor letter that Morgan Stanley benefited from AI capital raising, with Q1 performance exceeding expectations and a 15% dividend increase.
Baron Capital noted in its Q2 2026 investor letter that Morgan Stanley (MS) performed well due to strong execution in its franchise businesses, with Q1 results significantly exceeding expectations. Re
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Walmart (WMT) sales growth is slowing, while Home Depot (HD) is benefiting from DIY trends, indicating that U.S. consumer spending is becoming more cautious and selective.
Walmart's disappointing sales data and Home Depot's strong performance among budget-conscious DIY consumers suggest that the American middle-class consumer is becoming more frugal, Reuters reported. W
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Rothschild & Co Asset Management's LongRun Equity Strategy fund added Nvidia (NVDA) as a new holding in Q2 2026
The investment management company stated in its second-quarter 2026 investor letter that Nvidia's end markets are now more stable due to its massive installed base, and its CUDA software ecosystem cre
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Rothschild & Co Asset Management stated in its Q2 investor letter that ASML is one of the best-positioned companies in the AI sector.
Rothschild & Co Asset Management, through its LongRun Equity Strategy fund, noted that ASML's products are critical and unique, and the capacity expansion of Samsung and SK Hynix will drive demand for
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Meta rose 3.04% today, now trading at $588.459.
Meta rose 3.04% today, now trading at $588.459.
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A US bankruptcy court delayed Alphabet (Google)'s $10 million purchase of bankrupt Spirit Airlines' data to September 9, 2026, after a union objected
The flight attendants' union, Association of Flight Attendants-CWA, formally objected to the sale, citing privacy risks. The union argues that the data, which includes worker emails, chat messages, sp
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Bybit to launch 24/7 options on stock perpetuals for SpaceX and Nvidia starting Sept. 17
The crypto exchange stated that the new product will allow users to trade fractional lots with USDT settlement, supporting portfolio margin and various strategies. Bybit plans to expand the offering t
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Amazon rose 3.27% intraday, now at $264.630
Amazon rose 3.27% intraday, now at $264.630
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Voss Capital's Q2 2026 investor letter highlighted Versigent (VGNT), stating it benefits from increased demand for automotive electrical systems.
Voss Capital noted in the letter that Versigent PLC (NYSE:VGNT), a Swiss automotive electrical systems manufacturer spun off from Aptiv PLC, is one of the global oligopolies in the highly complex auto
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Rubrik stock falls in premarket trading despite Wall Street praising its fiscal Q2 earnings
Wall Street analysts described the data-security company's fiscal second-quarter earnings as "strong" and "clean" on Friday, but the stock was still falling before the market opened.
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Analysis indicates a shift in market expectations for the Federal Reserve's 2026 interest rates, with CME FedWatch showing most traders anticipate a rate hike in October or December.
Previously, market expectations were for the Federal Reserve to cut interest rates in 2026, but due to factors such as tariffs, rising inflation, geopolitical conflicts, and an economic slowdown, curr
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Traders now see a September Fed rate hike more likely than a continued hold
Traders now see a September Fed rate hike more likely than a continued hold
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Markets sharply repriced September Fed decision after Kevin Warsh's Jackson Hole speech, with 25bp hike odds jumping from 30% to 49%
Markets sharply repriced September Fed decision after Kevin Warsh's Jackson Hole speech, with 25bp hike odds jumping from 30% to 49%
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NVIDIA CEO Jensen Huang Warns of 2-3 Year Power Bottleneck for AI Data Centers, Evercore ISI Bullish on Bloom Energy
NVIDIA CEO Jensen Huang said on Wednesday that it could take two to three years to secure power for AI data centers, even as demand for the company's chips continues to outstrip supply. Evercore ISI a
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U.S. Department of Labor: The number of jobs was revised down by 79,000 for the 12-month period ending March this year, indicating a slight weakening in the labor market.
The U.S. Bureau of Labor Statistics (BLS) stated that revised data showed the number of U.S. jobs decreased by 79,000 in the 12 months ending in March this year compared to previously reported figures
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SentinelOne (S) stock fell 8% to $20.94, as a cut in its full-year profit outlook overshadowed revenue benefits, dragging CrowdStrike (CRWD) down 7%.
SentinelOne announced second-quarter revenue of $292 million, exceeding analysts' expectations of $290.2 million, a year-over-year increase of 20.6%. However, the company lowered its full-year adjuste
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Intel CEO Lip-Bu Tan purchased approximately $10 million worth of company stock on August 11, and the current stock price has fallen below his purchase price.
Intel CEO Lip-Bu Tan purchased approximately $10 million worth of company stock on August 11, and the current stock price has fallen below his purchase price.
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Affirm shares surged 10% after reporting record quarterly profits, while Klarna shares rose 6% and Sezzle shares gained 2% amid collapsed acquisition talks with PayPal.
Affirm Holdings' stock surged to $85.01 after reporting its fiscal fourth-quarter earnings, which CEO Max Levchin described as the company's "most profitable quarter ever." Meanwhile, Klarna Group plc
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Voss Capital disclosed in its Q2 2026 investor letter that it has initiated a position in Rackspace Technology (RXT), calling it a highly leveraged "stub equity" transformation opportunity.
Voss Capital announced that it has established a small position in Rackspace Technology (Nasdaq: RXT), a hybrid cloud and AI solutions company. The fund believes RXT is a classic highly-leveraged "stu
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Nano Labs (Nasdaq: NA) reported a net loss of $46.5 million in the first half of 2026, widening due to a fair value change loss of RMB 250 million on BNB, while also announcing its expansion into AI and Web3.
Nano Labs reported a net loss of RMB 316.7 million (approximately $46.5 million) for the first half of 2026, significantly higher than the RMB 11.8 million loss in the same period last year. The incre
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Cha Bai Dao (NASDAQ:CHA) Q2 revenue increased by 2.5% year-over-year to RMB 3.41 billion, with GAAP net profit soaring to RMB 464.8 million.
Cha Bai Dao announced its Q2 2026 financial results, with revenue increasing by 2.5% year-over-year to RMB 3.41 billion. GAAP net profit reached RMB 464.8 million, and the net profit margin rose to 13
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Software company Elastic (ESTC) stock jumps over 20% after July quarter earnings beat estimates
Elastic reported an adjusted 70 cents per share from sales of $478 million for the quarter ended July 31, easily surpassing analysts' estimates.
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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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Copper prices extended their rebound from last week's lows as global tech stocks resumed their upward trajectory.
Copper prices extended their rebound from last week's lows as global tech stocks resumed their upward trajectory.
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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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