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U.S. stocks
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Aristotle Capital's Value Equity Fund divested its position in Atmos Energy (ATO) in Q2 2026, reallocating the capital to Autodesk (ADSK).
Aristotle Capital Management stated in its Q2 2026 investor letter that it had exited its position in natural gas utility company Atmos Energy (ATO). The reasons cited were that its initial growth cat
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BofA upgrades Everpure (P) to Buy from Neutral, raises price target to $150 from $90
BofA Research analysts cited accelerating hyperscaler demand and a widening addressable market for the upgrade. Everpure reported a 38% year-over-year revenue increase to $1.19 billion and a 77% jump
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JPMorgan Hires Bank of America's David Fishman to Lead North America Tech M&A
JPMorgan Chase & Co. (JPM) is hiring veteran dealmaker David Fishman from Bank of America Corporation (BAC) to lead its North America technology mergers and acquisitions, according to an internal memo
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Walmart (WMT) will add support for Apple Pay (AAPL) at all its U.S. stores and Sam's Club locations.
This move ends Walmart's years-long resistance to Apple Pay. The rollout began on August 24 in select stores and is expected to be fully implemented by the end of 2026, with gas stations gaining this
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Apple has raised Apple TV subscription prices to $14.99 per month, and Apple One bundle services to $21.95.
Apple raised the monthly subscription price of its streaming service, Apple TV, in the U.S. on Friday, from $12.99 to $14.99, and the annual subscription price from $99 to $119. Meanwhile, the price o
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CNBC host Cramer says he's warming to AI trade again, but not ready to act yet.
CNBC host Cramer says he's warming to AI trade again, but not ready to act yet.
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Analysis indicates that Google leads NVIDIA in net profit, but NVIDIA holds an advantage in operating profit.
According to the latest analysis, Google (Alphabet)'s net profit reached $244 billion in the past 12 months, surpassing NVIDIA's $193 billion. However, Google's lead was primarily driven by approximat
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Topdown Charts: US equities have outperformed US Treasuries by an average of 15 percentage points annually over the past decade, but warns that stocks appear expensive relative to bonds.
Topdown Charts, an analysis firm, noted that over the past decade, the S&P 500's inflation-adjusted annualized total return was approximately 12%, while U.S. Treasuries yielded about negative 3%. This
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24/7 Wall St. gives Netflix a "high-confidence buy" rating with a target price of $101.
24/7 Wall St. analysts have set a price target of $101 for Netflix (Nasdaq: NFLX), representing a potential upside of 26.6% from its intraday price of $79.78 on August 27, and issued a "high-convictio
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Coinbase CEO Brian Armstrong: US Should Unlock Stock Perpetual Contracts to Keep Up with Global 24/7 Financial Innovation
Coinbase CEO Brian Armstrong: US Should Unlock Stock Perpetual Contracts to Keep Up with Global 24/7 Financial Innovation
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Klarna CEO Sebastian Siemiatkowski Buys $10 Million in KLAR Shares
Klarna Group CEO Sebastian Siemiatkowski purchased 692,506 shares of the company's stock (NYSE:KLAR) for approximately $10 million on August 26, according to an SEC Form 4 filing. The shares were acqu
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Analysts Project Netflix (NFLX) Stock Could Reach $150-$225 in Five Years, Driven by Ads and Margin Expansion
The stock currently trades near $80, with Wall Street's 12-month price targets clustering around the mid-$90s.
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Hayden Capital highlights MercadoLibre's (MELI) reinvestment program, noting ~$2.2BN cumulative spend since mid-last year has attracted ~8M incremental customers
In its Q2 2026 investor letter, the investment management firm stated that MercadoLibre's strategic reinvestment in Latin America, focusing on same/next-day shipping and free shipping for low-ticket i
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Riot Platforms is down 8.76% today, currently trading at $19.050.
Riot Platforms is down 8.76% today, currently trading at $19.050.
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Hayden Capital stated in its Q2 2026 investor letter that its investment in PDD Holdings (PDD) four years ago was due to market misinterpretation, and it now believes AI stocks offer greater upside.
Hayden Capital stated in its Q2 2026 investor letter that when it invested in PDD Holdings (PDD) in 2022, it believed the market misunderstood the company and its inherent operating leverage. The lett
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Strategy is down 7.61% today, now at $126.950.
Strategy is down 7.61% today, now at $126.950.
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Turning Point Brands aims for 10% modern oral nicotine market share by 2030, targeting $1 billion opportunity
CEO Graham Purdy told investors at the IDEAS Conference that the company views a 10% share of a projected $10 billion U.S. modern oral nicotine market as a potential $1 billion opportunity. Turning Po
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24/7 Wall St. reiterates Buy rating on Tesla with a $376.30 price target, citing Robotaxi expansion and Cybercab production
The firm's price target implies a 6.77% upside over the next 12 months, with a high model confidence of 90%. This outlook is supported by Tesla's Robotaxi scaling to seven US metros with weekly mileag
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Coinbase is down 6.04% today, currently trading at $179.195
Coinbase is down 6.04% today, currently trading at $179.195
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NVIDIA is down 3.22% today, currently trading at $220.640.
NVIDIA is down 3.22% today, currently trading at $220.640.
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Intuit (INTU) shares fell due to TurboTax segment's underperformance
According to Baron Capital's Q2 2026 investor letter, Intuit's (NASDAQ:INTU) shares declined as its TurboTax segment's revenue grew 7%, falling short of the expected 8%. Management acknowledged volume
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Baron Capital's Baron Financials ETF stated in its Q2 2026 investor letter that CME Group (CME) stock declined due to slowing trading activity, competition from crypto derivatives, and the impending departure of its CEO, but believes the sell-off is overdone and continues to hold the stock.
Baron Financials ETF attributes the decline in CME Group (CME) stock to a slowdown in trading activity, reflecting a high base effect from last year's tariff uncertainty and reduced market volatility
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Drone Stocks Drop While Broad Market Rises: Unusual Machines Sinks 9%, Ondas Falls 6%, Red Cat Slides 5% on Profit-Taking
Drone Stocks Drop While Broad Market Rises: Unusual Machines Sinks 9%, Ondas Falls 6%, Red Cat Slides 5% on Profit-Taking
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Nvidia is acting as a matchmaker to connect GPU buyers with data center operators in the Nordics, aiming to accelerate AI infrastructure deployment and address GPU deployment bottlenecks.
The company's CFO Colette Kress confirmed in June that Nvidia has engaged in such matchmaking, helping customers secure land, power, and shell infrastructure. The Nordics, particularly Oslo, Stockholm
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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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California voters reject ballot measure aimed at imposing wealth tax on billionaires
California voters reject ballot measure aimed at imposing wealth tax on billionaires
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Securitize Jumps Over 12% After Hours: Reports Q3 Earnings and Reaches Agreement to Acquire River One
Securitize Jumps Over 12% After Hours: Reports Q3 Earnings and Reaches Agreement to Acquire River One
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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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