U.S. stocks
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Fervo Energy signed a record-breaking 396 MW geothermal power purchase agreement with Google to power a potential data center in Utah.
The agreement is the largest enhanced geothermal power purchase agreement to date, covering Fervo's Cape Station project in southwest Utah, which is expected to come online in 2028. Google also has th
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Elon Musk tells G20 tech meeting that EU tech regulation 'inhibits progress' of new technology
Elon Musk tells G20 tech meeting that EU tech regulation 'inhibits progress' of new technology
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Strategy is down 6.21% intraday, currently trading at $124.685.
Strategy is down 6.21% intraday, currently trading at $124.685.
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Riverwater Partners stated in their Q2 2026 investor letter that StoneX (SNEX) shares rose approximately 47% in the second quarter, doubling from their lows and approaching historical high valuations. Consequently, they have reduced some of their positions.
Riverwater Partners noted in its Q2 2026 Small Cap Strategy investor letter that StoneX Group Inc. (Nasdaq: SNEX) was the portfolio's largest contributor for the quarter, with its stock price rising a
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Silhouette launches RFQ trading for xStocks on Hyperliquid, enabling market makers to compete for tokenized equity trades
Silhouette, Hyperliquid's block trading layer, debuted its request-for-quote system on mainnet on Tuesday, initially supporting tokenized equities from Payward's xStocks framework. The system allows t
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The Nasdaq index is down 1.27% today, currently at 26,035.67.
The Nasdaq index is down 1.27% today, currently at 26,035.67.
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Yahoo Finance Analysis: Global X Silver Miners ETF (SIL) Outperformed Goldman Sachs Physical Gold ETF (AAAU) Over the Past Year, But at Twice the Risk
Analysis indicates that the Global X Silver Miners ETF (SIL) offers leveraged exposure to silver by investing in silver mining companies, while the Goldman Sachs Physical Gold ETF (AAAU) directly trac
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Riverwater Partners Initiated a Position in Werner Enterprises (WERN) in Q2 2026, Anticipating Benefits from Industry Consolidation
Investment management company Riverwater Partners disclosed in its Q2 2026 investor letter that it built a stake in Werner Enterprises (NASDAQ:WERN), a truckload carrier. The firm believes a landmark
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Riverwater Partners Initiated Position in Oceaneering International (OII) in Q2 2026, Citing Offshore Energy Spending Recovery
The investment management company added Oceaneering International (OII), a subsea engineering and offshore services firm, to its Small Cap Strategy portfolio in the second quarter of 2026. Riverwater
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BNP Paribas Exane Sets Street-High $675 Price Target for Broadcom (AVGO), Implying 82% Upside
BNP Paribas Exane Sets Street-High $675 Price Target for Broadcom (AVGO), Implying 82% Upside. The firm's thesis is supported by Broadcom's strong AI business momentum, with Q2 AI bookings exceeding $
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Fed Governor Barr Warns Rate Hike May Be Needed If Inflation Fails to Cool Soon
Fed Governor Michael Barr stated that inflation remains too high despite solid economic growth and a stable labor market. Barr favors holding rates steady if inflation continues moderating, but warned
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Riverwater Partners initiated a position in Stevanato Group (STVN) in Q2 2026, believing the market overreacted to the launch of oral GLP-1s.
In its Q2 2026 investor letter, the investment management company stated that STVN's stock sold off following the launch of oral GLP-1s, which many believe would end the need for injectable forms. How
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Shein's IPO Flop Blamed on Trump, According to Barrons
Barrons reported that Shein's long-awaited initial public offering (IPO) ultimately failed, with the publication attributing the outcome to Trump.
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Riverwater Partners added Kaiser Aluminum (KALU) to its Q2 2026 Small Cap Strategy portfolio, citing Middle East supply disruptions and tariffs supporting elevated aluminum prices through 2027.
Riverwater Partners, an investment management company, stated in its Q2 2026 investor letter that it purchased Kaiser Aluminum Corporation (NASDAQ:KALU) due to approximately 2.5 million tons of global
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Riverwater Partners initiated a position in NetScout Systems (NTCT) in Q2 2026, viewing it as an undervalued digital transformation beneficiary.
The investment management company disclosed in its Q2 2026 investor letter that it began building a position in NetScout Systems (NASDAQ:NTCT) in April. Riverwater Partners highlighted NetScout System
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Brennan Asset Management in Q2 2026 Letter Discusses Liberty Capital (GLIBK), Noting Decreased Hedge Fund Holdings and Preference for AI Stocks
In its Q2 2026 investor letter, Brennan Asset Management expressed caution regarding its investment history with Liberty Capital Corporation (GLIBK) due to past management performance. The firm sugges
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The Motley Fool analyst: MercadoLibre's stock price is being punished for growing too fast, but this is exactly when to buy
MercadoLibre's (MELI) stock recently closed above $1,950, still roughly 26% below its 52-week high, despite the company reporting record revenue and beating estimates. For instance, after reporting it
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Leveraged hedge fund Situational Awareness lost ~$35B in late July, forcing short covering that boosted S&P 500 software stocks in August
Situational Awareness, a leveraged hedge fund run by Leopold Aschenbrenner, lost approximately $35 billion in late July after margin calls from prime brokers Bank of America, Goldman Sachs, and JPMorg
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Yahoo Finance Analysis: Communication Services ETF (XLC) largely holds big tech stocks; recommends direct ownership of AT&T, Verizon, etc., for higher returns.
The article points out that Meta and Google (Alphabet) collectively account for approximately 43% of the Communication Services Select Sector SPDR Fund (XLC) ETF's portfolio, while traditional telecom
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Rivian shares fell 1.7% after the company announced that CFO Claire McDonough will depart on October 30, with only an interim successor appointed.
Rivian announced on August 27 that Chief Financial Officer Claire McDonough will depart on October 30, and Derek Mulvey has been appointed as interim CFO. Since the announcement, Rivian's stock price
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KeyBanc Expects Rocket Lab (RKLB) to See 111% Upside With a Street-High $135 Target Despite Recent Stock Faltering
KeyBanc analyst Michael Leshock upgraded Rocket Lab to Overweight with a $135 price target, implying 111% upside from its current trading price of $63.92. This comes as RKLB shares are down 8.37% year
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Oracle to cut 3,000 jobs in India, while Microsoft places 400-500 India employees on performance improvement plans
Oracle's job cuts are part of a broader reduction pattern, with its headcount shrinking by 21,000 (13%) in the fiscal year ending May 31, to approximately 141,000. The company attributed part of this
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Yahoo Finance analysis suggests HPE, with 1.1% dividend yield and 131% annual gain, is a better retirement portfolio pick than growth stock Snowflake
The analysis highlights Hewlett Packard Enterprise (HPE) as a suitable choice for retirement portfolios due to its 1.1% dividend yield, a target of $3.5 billion in fiscal 2026 free cash flow, and a pl
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Analysis: High-Yield REIT ETF (REM) has a 'big catch' with 9% 5-year price loss; recommends Realty Income (O), VICI Properties (VICI), and W. P. Carey (WPC) as alternatives
The iShares Mortgage Real Estate ETF (REM) offers a 9% yield but has seen a 9% price loss over five years, with its net asset value shrinking due to its focus on levered mortgage spreads rather than p
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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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