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Moonshot AI is reportedly in talks with Microsoft, Amazon, and Google to secure up to a 30% revenue share for its Kimi K3 model in their cloud platform sales services.
Foreign media has disclosed that Moonshot AI hopes to bring its Kimi K3 model to Azure, AWS, and Google Cloud, aiming to take up to a 30% share of the revenue generated from K3-related services sold o
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Intel CFO says Ohio fab construction to accelerate; CEO previously subscribed to $12 million in stock.
Intel CFO David Zinsner stated at the Deutsche Bank Technology Conference on August 26 that the company will accelerate the construction of its Ohio wafer fab, aiming for completion in 2028 or 2029, a
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CNBC analyst Santoli warns investors to be on high alert heading into September, citing key market metrics nearing consequential thresholds
Mike Santoli points out that the CBOE S&P 500 Volatility Index (VIX) has slipped below 15, moving towards "eerie complacency" territory. Additionally, the 10-year Treasury yield has nudged back above
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Analysis indicates that the "Magnificent Seven" stocks have recently underperformed the S&P 500 and Nasdaq Composite, with Tesla's year-to-date decline of over 20% being a major drag.
The Roundhill Magnificent Seven ETF (MAGS) has risen only 5% year-to-date, trailing both the S&P 500 and the Nasdaq Composite. Tesla's stock, down over 20% this year, is the primary drag on the ETF's
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ONEOK to acquire Brazos Midstream's Permian assets for $4.425bn
ONEOK has signed a definitive agreement to acquire Brazos Midstream's natural gas gathering and processing assets in the Permian Midland Basin for $4.425 billion in cash. The deal, expected to close i
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GameStop anticipates Q2 net income to rise to $290M-$310M, despite a decline in sales.
The video game retailer anticipates net income of $290 million to $310 million for the 13 weeks ending August 1, up from $168.6 million in the prior year's second quarter.
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Bank of America Warns Inflation Squeezing Consumer Staples Companies Margins, Citing Rising Commodity Costs and Limited Pricing Power
Bank of America states that rising commodity costs and limited pricing power are increasing margin pressure on consumer staples companies. Oil, diesel, and agricultural prices have surged amid geopoli
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Warren Buffett warns investors: A "casino" mentality is prevalent in the current stock market, many stocks may be overvalued, and the S&P 500 Shiller CAPE ratio has once again surpassed 40.
Warren Buffett, CEO of Berkshire Hathaway, noted in an interview earlier this year that there is a "casino" mentality in the current market, and that short-term risk-taking is not investing but gambli
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Google is reportedly in quiet talks with major Hollywood studios, including Disney and Warner Bros. Discovery, to license their IP for training AI models. This move aims to promote Google's AI tools and address competition, though no agreements have been reached yet.
Google's move aims to help studios facing cost pressures apply AI in film and television production, while preventing unauthorized use of intellectual property. Previously, Google invested $75 million
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Bernstein: Meta on Track to Surpass Google Search in Ad Revenue by End-2026, Citing AI-Driven Growth
Bernstein notes Meta captured nearly half of every incremental digital ad dollar in Q2. The firm believes AI is accelerating ad growth by improving recommendations, targeting, measurement, and convers
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Private Equity Deals in Construction & Engineering Hit Record 529 in Q2 2026, Up 56.5% YoY, Driven by AI Data Center Boom
Private equity activity in the construction and engineering sector reached a record 529 deals in the second quarter of 2026, marking a 56.5% increase from a year earlier. This surge is primarily fuele
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The Index-Fund Strategy Quietly Beating Big Tech This Year
The Index-Fund Strategy Quietly Beating Big Tech This Year
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Micron to report fiscal Q4 earnings on Sept. 30; historical data suggests September may be volatile but subsequent months tend to see gains
From 2017 to 2025, Micron's stock has averaged a 4.1% gain in September, though this is heavily influenced by a 40% return in 2025, with five of nine Septembers showing negative returns. However, Octo
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European Commission Designates Reddit, Roblox as 'Very Large Online Platforms' and ChatGPT as 'Very Large Online Search Engine' Under DSA, Mandating Compliance Within Four Months
European Commission Designates Reddit, Roblox as 'Very Large Online Platforms' and ChatGPT as 'Very Large Online Search Engine' Under DSA, Mandating Compliance Within Four Months
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Vanguard Reports Average 401(k) Balance Reached $167,970 in 2025, But Median Balance Was Just $44,115
Vanguard's "How America Saves 2026" report revealed that while the average 401(k) balance across its defined contribution plans hit $167,970 in 2025, this figure is skewed by a small number of large a
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SpaceX's next share unlock milestone is scheduled for Sept. 9, making an additional 319 million insider shares eligible for sale.
SpaceX's next share unlock milestone is scheduled for Sept. 9, making an additional 319 million insider shares eligible for sale. This follows previous unlocks on Aug. 4 (911.5 million shares) and Aug
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Hedge Funds and Mutual Funds Are Buying Visa (V) and Mastercard (MA), Signaling Strong Investor Confidence
Hedge Funds and Mutual Funds Are Buying Visa (V) and Mastercard (MA), Signaling Strong Investor Confidence
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US Opportunity Zone Investors Face Dec. 31 Tax Deadline on Deferred Capital Gains
The U.S. Treasury is expected to receive tens of billions of dollars in capital-gains payments from investors in the Opportunity Zone program. This tax incentive, launched by the first Trump administr
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After the S&P 500 index rose nearly 3% in August, historical data suggests it is likely to continue rising in September and by year-end, according to analysis.
Yahoo Finance, citing analysis from Carson Investment Research, indicates that after the S&P 500's nearly 3% rise in August, historical trends suggest the index is poised for average positive returns
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US PCE inflation reached 3.7% in July, exceeding Fed's 2% target for 65th consecutive month; futures traders now bet on two more rate hikes in 2026
The Personal Consumption Expenditure (PCE) price index, the Federal Reserve's preferred inflation gauge, measured 3.7% in July 2026. This marks the 65th straight month that PCE inflation has exceeded
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JPMorgan Chase reiterated its Overweight rating on Broadcom, maintaining a price target of $580, and raised its FY27 AI revenue forecast to over $130 billion, stating that the market significantly undervalues the growth of its AI business.
JPMorgan Chase, in its latest research report, stated that market concerns about Broadcom's competitive position are significantly overblown, while the scale, sustainability, and growth potential of i
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Riverview Bancorp Shareholders Approve Board Members, Executive Compensation Plan, and 2026 Stock Purchase Plan
Riverview Bancorp (Nasdaq: RVSB) shareholders approved all three proposals at its 29th Annual Meeting, including the election of four directors, an advisory vote on executive compensation, and the ado
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Analysis shows Johnson & Johnson's latest 13F filing reveals holdings in 15 biotech stocks, with Protagonist Therapeutics being the largest investment, whose stock price has surged 65% year-to-date.
According to Yahoo Finance analysis, Johnson & Johnson's latest 13F filing (as of June 30, 2026) disclosed its holdings of 15 stocks in the biotechnology and medical technology sectors. The analysis i
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Analysis indicates NVIDIA is poised to achieve $1 trillion in revenue by fiscal year 2029, but Amazon may reach it sooner.
Yahoo Finance analysis indicates that after NVIDIA's Q2 earnings exceeded expectations, its revenue guidance for the next fiscal year (FY2028) shocked investors, with an anticipated 70% growth to betw
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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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Musk retweets Memphis mayor: Local tax revenue surges thanks to data centers
Musk retweeted a post from KatieMiller, in which Memphis Mayor Paul Young confirmed Musk's claim that Memphis is booming thanks to the data center, noting that local tax revenue reached $54 million th
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According to The Wall Street Journal, Anthropic plans to finalize its IPO valuation range this week, with trading tentatively set to begin next Thursday or Friday.
According to The Wall Street Journal, Anthropic plans to set its IPO valuation range this week and is targeting trading to begin next Thursday or Friday. Sources familiar with the matter said some ins
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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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