U.S. stocks
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Saylor retweeted a post stating that the MSCI index appears to be “marching to the beat of its own drum,” running counter to U.S. policy priorities and going beyond established securities laws and accounting frameworks.
Saylor retweeted a post stating that the MSCI Index appears to be “marching to the beat of its own drum,” running counter to U.S. policy priorities and going beyond established securities laws and acc
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Hennessy Equity and Income Fund sold Equitable Holdings (EQH) stock in Q2 2026 due to inconsistent financial performance.
The fund stated in its Q2 2026 investor letter that Equitable Holdings (EQH) exhibited inconsistent earnings quality, mixed capital flows, and persistent pressure in its individual life insurance and
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Tesla's AI Investments Lag Far Behind Microsoft, Amazon, and Alphabet, Which Have Invested Tens of Billions of Dollars
While Microsoft, Amazon, and Alphabet have invested tens of billions of dollars in AI startups like OpenAI and Anthropic, Tesla's AI investments are comparatively limited, with only a single $2 billio
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Trump's Proposal to Rename Lake Ontario as 'Lake America' Causes Map Chaos for Apple and Google
The proposal by President Trump to rename Lake Ontario has led to complications for major tech companies. Google Maps now displays different names for the lake depending on the user's country. Meanwhi
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Bitcoin miner Hut 8's Texas power site will support Anthropic's $35 billion AI compute contract.
AI giant Anthropic has agreed to purchase $35 billion worth of computing power from NVIDIA-backed AI cloud company Lambda, the Wall Street Journal reported late Monday. Part of this computing power wi
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Sasol's FY26 Adjusted EBITDA Rose 17% to ZAR 61 Billion; Net Debt Fell 11% to $3.3 Billion, Lowest in a Decade
Sasol (NYSE:SSL) reported stronger financial and operating performance for fiscal 2026, with adjusted EBITDA increasing 17% to ZAR 61 billion and free cash flow totaling ZAR 11.9 billion. The company'
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Lynx Equity Becomes More Bullish on NVIDIA (NVDA) Following Its $3.5 Billion Investment in MediaTek Convertible Debt
Lynx Equity has added NVIDIA to its list of favorite stocks, citing NVIDIA's $3.5 billion investment in MediaTek's convertible debt as a key factor. The firm anticipates this partnership will expand a
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Vanguard Small-Cap Value ETF (VBR) Faces Volatility as Market Prices in 57% Chance of Fed Rate Hike
According to a Yahoo Finance analysis, the Vanguard Small-Cap Value ETF (VBR) is highly sensitive to the Federal Reserve's interest rate decisions. The market is currently pricing in a 57% chance of a
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Citadel Strategist Scott Rubner: U.S. Stocks May Face a "Tactical Downside Window" in September, Advises Selling into Rallies and Buying Protection at Low Prices
Scott Rubner, Citadel Securities' Chief Equity and Derivatives Strategist, noted in his latest report that as September begins, the tailwinds from the US stock earnings season have largely dissipated.
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HealthEquity (HQY) reported an 8% year-over-year increase in revenue to $347 million for the second quarter of fiscal year 2027, with adjusted EBITDA growing 11% to $167 million, and raised its full-year guidance.
HealthEquity's Q2 FY2027 results, released on August 27, showed an 8% year-over-year increase in revenue to $347 million, surpassing the 7% growth rate from the first half of the year. Adjusted EBITDA
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Saylor pens letter to MSCI, urging withdrawal of "discriminatory" rule that could lead to MicroStrategy's removal from global indices
MicroStrategy founder Michael Saylor and CEO Phong Le sent a letter to MSCI on Monday, requesting the withdrawal of a proposed index eligibility test. The test could lead to MicroStrategy's removal fr
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Analyst Favors Intel Over Palantir for Rest of 2026, Citing INTC's 142% YTD Gain and 32 Upward EPS Revisions
Despite Palantir's Q2 revenue jumping 92.8% year-over-year to $1.94 billion with adjusted EPS of $0.41, an analyst suggests Intel is a stronger pick for the remainder of 2026. Intel's stock has gained
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Blackstone's Upsized $1.3 Billion India REIT Sale Fully Subscribed, Underscoring Strong Investor Appetite
Blackstone's Upsized $1.3 Billion India REIT Sale Fully Subscribed, Underscoring Strong Investor Appetite
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U.S. National Debt Surges Past $40 Trillion, Elon Musk's Bankruptcy Warning Resurfaces
The U.S. national debt has officially exceeded $40 trillion, more than double its level at the start of 2017. This comes as Tesla CEO Elon Musk earlier this year warned that America would "1,000%" go
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Seattle Faces Housing Slowdown as AI Reshapes Employment
Seattle Faces Housing Slowdown as AI Reshapes Employment
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U.S. Data Centers Projected to Consume 11.8% of U.S. Electricity by 2030; Regulators Push for Data Centers to Become Power Hubs
A 2026 Pew Research Center analysis found over 3,000 operating U.S. data centers and more than 1,500 in development. Lawrence Berkeley National Laboratory projects data centers could consume 11.8% of
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SB Energy, an AI infrastructure platform majority-owned by SoftBank and backed by NVIDIA, has filed for an IPO, planning to list on Nasdaq under the ticker symbol SBE.
The company said on Tuesday that the number of shares to be offered or the pricing of the proposed offering has not yet been determined.
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Salesforce launches AI product Claudeforce in collaboration with Anthropic; Agentforce ARR surpasses $1.5 billion, up over 240% year-over-year.
Salesforce unveiled Claudeforce, an AI product developed in partnership with Anthropic, during its Q2 FY2027 earnings call. Claudeforce combines Claude's reasoning capabilities with Salesforce's custo
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William Blair updates September Conviction List, adding 9 stocks and removing 8
William Blair refreshed its September Conviction List, adding stocks including AEHR, APG, ARHS, BJRI, BTSG, CW, JHX, MP, and U. The firm removed 8 stocks, including CWST, SCHW, FIX, FAST, JKHY, KRMN,
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Rosenblatt raised Apple's price target to $303 from $300, maintaining a Neutral rating, ahead of the September 9 iPhone launch.
The firm expects Apple to navigate supply-chain pressures through higher prices and premium products, adding that stronger product innovation will be key to justifying Apple’s premium valuation.
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PepsiCo shares fall 29% from high, near 52-week low, while Coca-Cola hits all-time highs; analysts see PepsiCo as potential buying opportunity
PepsiCo's stock performance contrasts sharply with Coca-Cola's, with PepsiCo shares down 29% from their high and trading near a 52-week low, while Coca-Cola is up 28% year-to-date and near new all-tim
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OneRail launches AI platform OmniStar with Nvidia to help retailers make faster delivery decisions
Last-mile delivery company OneRail has launched a new platform, OmniStar, in collaboration with Nvidia to leverage artificial intelligence for optimizing retailers' delivery decisions. The platform ai
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Morgan Stanley upgrades Robinhood (HOOD) to "Overweight," raises price target to $150.
Morgan Stanley upgraded Robinhood (HOOD) from "Equalweight" to "Overweight," raising its price target from $124 to $150. Additionally, several other institutions, including Piper Sandler and Evercore
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Ming-Chi Kuo: NVIDIA has restarted the Rubin CPX AI inference pre-fill optimization chip project, with hashrate close to the standard Rubin GPU, expected to enter production in Q1 2027.
According to a new industry survey by renowned analyst Ming-Chi Kuo, NVIDIA has restarted the "Rubin CPX" AI inference prefill acceleration GPU project and significantly adjusted its product design, t
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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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