U.S. stocks
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Phibro Animal Health (PAHC) Reports Fiscal 2026 Net Sales Over $1.5B, Adjusted EBITDA Up 39% to $255M, Adjusted EPS Up 48% to $3.22
Phibro Animal Health (PAHC) reported fiscal 2026 net sales exceeding $1.5 billion, with adjusted EBITDA climbing 39% to $255 million and adjusted diluted earnings per share jumping 48% to $3.22. These
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Kohl's Q2 Net Income Rises to $151M, Boosted by $100M Tariff Refund, Raises FY26 Outlook
Kohl's reported Q2 net income of $151 million, primarily driven by approximately $100 million in tariff refunds, which also led to a 305 basis point increase in gross margin to 43.0%. Despite a 1.2% d
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Global tech equity funds attracted $195 billion in inflows over the past 12 months, the most of any major sector, with Magnificent 7 Q2 earnings beating estimates by 66.2%
According to new data from Deutsche Bank, inflows into tech funds have doubled over the past months. The Magnificent 7 companies (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla) reported
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Alphabet shares fall 6% in past month, Goldman Sachs analyst attributes decline to 'brain drain' and AI spending concerns
Goldman Sachs analyst Eric Sheridan noted that the decline in Alphabet's stock is primarily driven by two factors: a larger-than-expected slowdown in its search business during Q2, and significant tal
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Tesla's Spain Sales Plunge 78.8% in August, Registering Just 304 Cars
Tesla's vehicle sales in Spain fell 78.8% year-over-year in August, with only 304 cars registered, according to ANFAC. Despite the sharp monthly decline, Tesla's January-August sales remain up 4.6% co
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BlackRock's Global Chief Investment Strategist Wei Li: Currently prefers US equities over government bonds, but sees income opportunities in fixed income.
BlackRock's Global Chief Investment Strategist Wei Li: Currently prefers US equities over government bonds, but sees income opportunities in fixed income.
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Jim Cramer says interest rate cuts look unlikely given current backdrop
Jim Cramer says he doesn't see how interest rates can fall given the current backdrop. He points to Warsh's tough inflation stance, the ongoing war, U.S. allies' dependence on American support, and ra
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Analysis: Texas Halts New Data Center Grid Connections Amid "Phantom Demand" and National Grid Planning Challenges
Texas recently became the first major hub to pause new grid connections for data centers and launch an investigation into their plans, aiming to address the issue of inflated power demand from these f
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Yahoo Finance: Software Stocks Soared in August, Chipmakers Lost $1.1 Trillion in Market Value; Historical Data Suggests a Tougher September Ahead
Yahoo Finance analysis indicates strong performance in software stocks in August, with the iShares Expanded Tech-Software Sector ETF (IGV) surging over 16%, while the iShares Semiconductor ETF (SOXX)
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Bitfinex Securities Lists Tokenized Notes Tied to Strategy and Metaplanet
Bitfinex Securities has listed five equity-backed notes, issued through Luxembourg’s ORO II fund, which are tied to the performance of Strategy and Metaplanet. These notes will be traded against dolla
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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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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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Anthropic seeks to raise up to $69.3 billion in upcoming IPO, potentially ranking among history's largest
Anthropic seeks to raise up to $69.3 billion in upcoming IPO, potentially ranking among history's largest
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SoftBank Group shares surged 12% intraday, as a rebound in US stocks triggered a broad rally across Asian tech shares.
SoftBank Group shares surged 12% intraday, triggering a broader rally in Asian tech stocks amid a rebound in U.S. equities. Boosted by falling oil prices and an overnight rebound in U.S. tech stocks,
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ExxonMobil Takes Step Toward Return to Venezuela
According to Bloomberg, ExxonMobil has signed an agreement and will formalize negotiations with Venezuela regarding the operation of one or more oil fields, taking a step toward returning to the count
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Nikkei index jumps 2.8% in morning trade, boosted by easing concerns over Middle East conflict escalation and lower oil prices
Nikkei index jumps 2.8% in morning trade, boosted by easing concerns over Middle East conflict escalation and lower oil prices
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Trump: NVIDIA CEO Jensen Huang says he has no knowledge of China-related espionage activities; believes his statement
Trump: NVIDIA CEO Jensen Huang says he has no knowledge of China-related espionage activities; believes his statement
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Saylor retweeted a MicroStrategy post stating that US dollar assets can cover 3.4 years of interest and dividend expenses.
Saylor retweeted a MicroStrategy post stating that US dollar assets can cover 3.4 years of interest and dividend expenses.
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European asset management giant Amundi issues fund with tokenized European equity share classes on Ethereum
European asset management giant Amundi issues fund with tokenized European equity share classes on Ethereum
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Short-selling firm Culper Research warned as early as half a year ago about the close ties between NVIDIA's CEO and an executive suspected of being a Chinese spy.
Short-selling firm Culper Research warned as early as half a year ago about the close ties between NVIDIA's CEO and an executive suspected of being a Chinese spy. At the time, the firm published a rep
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US stocks closed higher on Monday: the S&P 500 rose 2.4%, while NVIDIA bucked the trend, falling over 4%.
Citing RTHK and Reuters, U.S. stocks closed higher on Monday: the Dow Jones Industrial Average rose 2.2% to 52,389, the S&P 500 gained 2.4% to 7,549, and the Nasdaq Composite advanced 2.7% to 25,253.
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Nasdaq plans to extend U.S. stock trading hours to nearly 23 hours starting December 6, with the after-hours session directly overlapping with Asian trading hours.
Nasdaq plans to extend U.S. stock trading hours to nearly 23 hours starting December 6, with the after-hours session directly overlapping with Asian trading hours. The newly introduced overnight tradi
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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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