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Global factory activity rebounded in August, driven by AI demand in Asia and new orders in Europe; Eurozone PMI hit 52.7, highest since May 2022.
Global factory activity rebounded in August, driven by AI demand in Asia and new orders in Europe; Eurozone PMI hit 52.7, highest since May 2022. Surveys showed that growth in the euro zone's manufact
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Marvell raises its FY2027 revenue guidance to $12 billion and FY2028 revenue guidance to $18 billion.
Chipmaker Marvell announced on its Q2 FY2027 earnings call on August 27 that its data center business continues to grow, and it has raised its full-year outlook for the second consecutive quarter. The
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Opendoor Technologies stock trades near 52-week low, down 26% over past year
Despite new management and improving metrics in its Q2 report, including a 23% quarter-over-quarter revenue increase and reduced acquisition costs, Opendoor Technologies (NASDAQ: OPEN) stock has falle
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Hyundai Monthly Sales Tumble to Four-Year Low After Labor Strikes Idled Production in South Korea
Hyundai Monthly Sales Tumble to Four-Year Low After Labor Strikes Idled Production in South Korea
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Goldman Sachs' memo indicates that Alibaba management expects AI infrastructure investments to pay off within three years and has set an external cloud revenue target of $100 billion by 2030.
Goldman Sachs Asia Research team's memo, released on September 1, noted that Alibaba's management remains highly confident in the conversion of AI investments into revenue growth and shareholder retur
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CBOE Volatility Index (VIX) hits one-week high, last up 0.98 points at 15.90.
CBOE Volatility Index (VIX) hits one-week high, last up 0.98 points at 15.90.
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Yahoo Finance Analysis: JPMorgan Chase Stock Outperforms Tesla Since Mid-2021
Analysis indicates that JPMorgan Chase stock has consistently outperformed Tesla since mid-2021. The article suggests that the recent strong performance of bank stocks is partly due to the steepening
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Apple's former CEO Tim Cook warned that memory chip shortages will persist, and CFO expects Q3 margins to drop to 46.5% from 48.1%.
Apple's former CEO Tim Cook warned that memory chip shortages will persist, and CFO expects Q3 margins to drop to 46.5% from 48.1%.
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Goldman Sachs Updates US Director's Cut List, Adding Vertex Pharmaceuticals (VRTX) and Removing Interactive Brokers (IBKR)
Goldman Sachs has updated its monthly US Director's Cut list, adding Vertex Pharmaceuticals (VRTX) and removing Interactive Brokers (IBKR). The list features 20–25 high-conviction, Buy-rated US stocks
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Blackstone-acquired restaurant chain Jersey Mike's is valued at $7.5 billion after its IPO, with plans to expand its global store count to 15,000.
Jersey Mike's, with approximately 3,300 locations, faces the challenge of attracting younger customers as its growth strategy primarily targets affluent older consumers, according to a Wall Street Jou
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Strategy spends $635M buying back its perpetual preferred stock STRC
Strategy has spent $635 million repurchasing its perpetual preferred stock STRC. Despite these growing repurchases, STRC is trading at $97.34, below its $100 par value. In contrast, another preferred
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Bank of America Survey: Wealthy Young Americans Hold Only 28% in Stocks, Significantly Less Than Older Investors, and Plan Substantial Allocation to Alternative Assets
Wealthy young Americans aged 21 to 43, with at least $3 million in assets, allocate only 28% of their portfolios to stocks, compared to 55% for wealthy investors over 43, according to a Bank of Americ
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GameStop anticipates Q2 net sales to drop to $780-$800 million, while net income and operating income are projected to rise significantly.
GameStop anticipates net sales for the second quarter ending August 1, 2026, to be between $780 million and $800 million, down from $972.2 million in the same period last year. The company attributes
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Shein's Market Debut Comes at Awkward Time, Bloomberg Reports
The fast-fashion retailer's long-awaited market debut shows the cost of missing its growth peak, as its peak growth years are behind it, and it faces increasing tariffs, regulatory pressure, and inten
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S&P 500 E-mini futures are down 0.58%, and Dow futures are down 0.55%.
S&P 500 E-mini futures are down 0.58%, and Dow futures are down 0.55%.
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NASDAQ 100 futures extend losses, last down 1.03%
NASDAQ 100 futures extend losses, last down 1.03%
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Canadian Solar (CSIQ) Q2 net loss was $77 million, with revenue down 29% year-over-year, but backlog increased to $8 billion.
Canadian Solar announced its second-quarter results, with a net loss of $77 million, a 29% year-over-year decrease in revenue, and a gross margin that fell to 13.9% from 29.8% in the same period last
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IREN announced its complete exit from the Bitcoin mining business, fully transitioning to AI infrastructure, and has already signed a GPU contract with Microsoft.
IREN announced to investors on August 27 that it would completely shut down its Bitcoin mining operations and fully transition into an AI infrastructure company. The company's Q4 AI cloud revenue doub
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Aviat Networks (AVNW) Q4 FY2026 revenue increased 4.8% year-over-year to $120.9 million, while non-GAAP EPS fell to $0.64 due to a decline in gross margin caused by component shortages.
Aviat Networks (AVNW) announced its fourth-quarter fiscal year 2026 results for the period ending August 27, with revenue reaching $120.9 million, a 4.8% year-over-year increase, and backlog growing 1
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Gap Inc. (GAP) Raises Full-Year Profit Guidance Despite 2% Drop in Total Sales and Underperformance at Old Navy
Gap Inc. raised its full-year adjusted operating margin forecast to 7.4%-7.6% and its adjusted EPS guidance to $2.35-$2.45 after reporting quarterly results on August 27. Despite a 2% decline in total
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Global investors are flocking to China's Shenzhen for AI and robotics opportunities, with HSBC, UBS, and Nomura hosting investor conferences there on Tuesday.
Shenzhen, home to US-sanctioned Huawei Technologies and drone maker DJI, has seen an influx of investors and business leaders amid rising global interest in Chinese artificial intelligence and robotic
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Peterson Institute President Adam Posen Thinks Things Could Get 'Messy' for the Fed
Peterson Institute for International Economics President Adam Posen believes the Federal Reserve could face a "messy" situation. He offered his take on the direction of monetary policy and graded Fed
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H.I.G. Capital is said to consider selling its controlling stake in US-based Rising Pharmaceuticals, potentially seeking a $1 billion valuation.
H.I.G. Capital is said to consider selling its controlling stake in US-based Rising Pharmaceuticals, potentially seeking a $1 billion valuation.
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Binance Launches Stock Options — Trade U.S. Stocks and ETF Options with Physical Settlement
Binance Launches Stock Options — Trade U.S. Stocks and ETF Options with Physical Settlement
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Donald Trump's investment account briefly traded SpaceX stock, raising questions of potential conflicts of interest.
Disclosure documents reveal that an investment account held in the name of U.S. President Donald Trump purchased SpaceX shares on July 10, then sold them on July 17, following a previous purchase on J
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SpaceX President Shotwell plans to sell over $52 million in stock, marking the first executive share reduction since the company's listing.
Regulatory filings show that Gwynne Shotwell, President and COO of SpaceX, plans to sell 342,170 company shares, totaling approximately $51.96 million. This marks the first executive share reduction s
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CoinDesk Analysis: S&P 500 Faces "Breadth" Issues, Crypto Market Internal Metrics Relatively Healthy
CoinDesk analysis indicates that as of Wednesday, while the S&P 500 Index is near its all-time high, its internal metrics show weakness, with 257 out of 500 constituent stocks trading below their 200-
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CoreWeave shares tumble almost 40% from May highs amid debt fears, but one analyst believes selloff is overblown and stock could see major comeback
CoreWeave shares tumble almost 40% from May highs amid debt fears, but one analyst believes selloff is overblown and stock could see major comeback
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MarketWatch Analysis: Rising Interest Rates Lead to Financial Stock Decline, Potentially Dragging Down Overall Market
MarketWatch analysis suggests that higher interest rates could slow banks' loan growth and increase their funding costs, which in turn could pose problems for the broader market.
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Bloomberg Chief Strategist Warns: Bitcoin's $60,000 Bottom "Unlikely" to Hold, True Bottom Could Be $10,000
Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, issued a stern warning, suggesting that Bitcoin's current stability around $60,000 is likely a "fake bottom." He pointed out that as th
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Analysts conclude their longest upgrade cycle in five years, holding a net negative view on U.S. corporate earnings prospects for the first time.
For the first time in months, equity analysts have turned net negative on the outlook for U.S. corporate earnings, reflecting concerns about the impact of inflation and high interest rates on company
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Coinbase traced $1.1 million crypto trail behind AI phishing service EvilTokens, which compromised over 12,000 mailboxes globally
Coinbase's Global Intelligence team tracked approximately $1.1 million in revenue for the EvilTokens platform across four Tron addresses between October 2025 and June 2026. The AI-powered phishing ser
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Citi expects midterm elections to have limited impact on overall S&P 500 fundamentals, with effects more likely at sector level
Citi expects midterm elections to have limited impact on overall S&P 500 fundamentals, with effects more likely at sector level. The bank says different congressional outcomes could affect semiconduct
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Wall Street Insights Analysis: Meta's Personal AI Agent Muse's "New Entry Point" Logic May Be Unsound
Wallstreetcn analysis points out that Meta's personal AI Agent product, Muse, released on September 8th, despite exceeding 2.5 million downloads in 13 days and driving Meta's stock price up 11.4% on S
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Jefferies: Trump-Xi Meeting on Thursday Unlikely to Yield Breakthroughs in Chip Sector
Jefferies analysts stated that Thursday's meeting between Donald Trump and Xi Jinping is unlikely to bring relief in the semiconductor or rare earth sectors. The most probable outcome is progress on t
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AI theme continues its hot streak, with the Nasdaq 100 Index hitting a new high since June. Meta's partnership with Shopify propelled the latter's stock price up 7.1%.
The Nasdaq 100 Index hit its first all-time high since June, driven by chip stocks, as AI investment enthusiasm continues to heat up. Meta Platforms' new AI agent, Muse, has once again garnered market
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One Wall Street giant recommends buying an oil major's stock, despite its underperformance during two energy crises.
Integrated oil giant BP has lagged its closest rivals over the last three to five years, but now one leading Wall Street firm says it’s time to buy the beleaguered company.
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According to SoSoValue data, US Bitcoin spot ETFs recorded a net inflow of $715 million on September 22 (ET), marking the fourth consecutive trading day of net inflows. Ethereum spot ETFs saw a net inflow of $162 million on the same day, maintaining net inflows for the third consecutive trading day.
According to SoSoValue data, US Bitcoin spot ETFs recorded a net inflow of $715 million on September 22 (ET), marking the fourth consecutive trading day of net inflows. Ethereum spot ETFs saw a net in
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Donald Trump and Xi Jinping will meet on Thursday, with AI safety and chip restrictions as core topics, but analysts do not expect either side to slow down the pace of AI development.
US President Donald Trump and Chinese President Xi Jinping are set to meet on Thursday, with AI safety and chip restrictions expected to be key topics. This follows discussions over the weekend betwee
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Elon Musk reposted a tweet stating that Fitch has assigned Tesla a BBB investment-grade credit rating for the first time.
Fitch highlighted Tesla's leadership in the EV sector, strong profitability, $43.5 billion in cash and investments, and "unrivaled" vertical integration as it expands into areas such as AI, robotaxis,
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Morgan Stanley Report: AI Infrastructure's "Invisible Skeleton" - CCL and Copper Foil Markets to See Billions in Incremental Growth; Kingboard Laminates Rises Over 6% on Wednesday.
Morgan Stanley's latest report projects the total addressable market (TAM) for global copper clad laminates (CCL) to grow from $19 billion in 2025 to $47 billion in 2030, representing a compound annua
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Ozempic-maker Novo open to upgrading US listing
Ozempic-maker Novo is open to upgrading its US listing, with boss Mike Doustdar stating he sees advantages in giving US investors direct access to the Danish group’s stock.
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Financial Times: Chinese authorities are reviewing the scope of application for US-based Broadcom's equipment in government-backed data centers within China.
Chinese authorities are reviewing the scale and scope of Broadcom's switching equipment used within its government-backed data centers, as part of China's domestic artificial intelligence development
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Zcash leads cryptocurrency gains, rising 10% to $1616; US House Committee approves Bitcoin Strategic Reserve Act, SEC paves the way for on-chain trading of tokenized US stocks
Zcash (ZEC) surged 10% to $1,616 during Wednesday morning's Asian trading session, leading gains among major cryptocurrencies. Bitcoin prices held steady near $86,900, up 1% over 24 hours. Market sent
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"Big Short" Burry Increases Shorts on Micron, Nebius, and Semiconductor ETFs, Citing Memory Supply Surge Leading to Price Decline
Burry has significantly increased his short positions on Micron Technology, AI infrastructure company Nebius, the iShares Semiconductor ETF, and Palantir, describing the move as "quite large." He beli
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South Korean solar stocks surged over 8% on Wednesday, driven by expectations of US restrictions on Chinese solar products.
Shares of South Korean solar companies, including Hanwha Solutions and OCI Holdings, rose over 8% on Wednesday, following market expectations that U.S. restrictions on Chinese solar products would rem
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Nasdaq Composite hit a record high on Tuesday, as investors disregarded AI safety concerns and the impact of the war in Iran.
The Nasdaq Composite rose 0.45% on Tuesday, bringing its year-to-date gains to over 17%. The Nasdaq 100 was up 0.82%. Investors appeared unfazed by AI safety risks, high valuations in tech stocks, and
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Meta AI agent Muse topped the App Store, sparking Wall Street concerns about AI disrupting the financial services industry, and the US stock financial sector plummeted 2% on Tuesday.
Meta's consumer AI agent, Muse, quickly topped the Apple App Store download charts after its launch, sparking a new round of Wall Street concerns about AI disrupting the financial services industry. T
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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.
U.S. stocks
24H Trending
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Bitcoin ETF flows fluctuate, price breaks $85,000: What does the second half of the bull run hold?
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Report: Apple is developing a screenless fitness tracker prototype, targeting Whoop, with a potential launch as early as 2028; Garmin's stock price fell by as much as 2.5% intraday.
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Virtual Currency Exchange Fund Flow Analysis: Deposits, Withdrawals, and Compliance Essentials
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US SEC Delays Prediction Market ETF, CFTC Partners with NHL: What's the Compliance Path for New Sectors?
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Houthi rebels are reportedly vying for control of Yemen's Kahboub mountains to solidify their grip on areas near Red Sea shipping lanes, following reports that Donald Trump temporarily halted airstrikes against the Houthis.
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MEV and BTRST Perpetual Contracts In-Depth Analysis: Opportunities and Challenges in the Crypto World
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What is ADO Protocol (ADO)? Project Functions, Tokenomics, and Market Status Analysis
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Ethereum (ETH) Historical Price Trends and Key Developments Review
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WAN Coin: An Analysis of Wanchain's Cross-Chain Interoperability Platform and Future Outlook
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TRON Ecosystem Liquidity Mining Guide: Earning Potential and Risks
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