U.S. stocks
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Yahoo Finance Analysis: AMD and Google Show Divergent Performances in AI, Analysts See Google as a Potential "Surprise Winner"
Analysis indicates that AMD's Q2 data center revenue surged 107% year-over-year, yet its forward P/E ratio stands at a high 65x. In contrast, Google Cloud's business grew 82%, with a P/E ratio of only
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Yahoo Finance Analysis: NVIDIA's $267 Billion Procurement Commitment Suggests Micron Stock May Peak Before 2029
NVIDIA disclosed in its latest earnings report that it has committed to spending $267 billion on memory and other supplies through fiscal year 2029 (ending January 2030). Analysts suggest that NVIDIA'
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TheStreet.com and Roundtable Launch "Roundtable100" Tech Power Rankings
The new ranking is an analyst-driven list of the top 100 publicly traded technology assets, covering sectors like semiconductors, cloud/AI software, energy, cybersecurity, fintech, and robotics. It in
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Shares of Bitcoin miner Cango (CANG) plunged 21% after it reported a net loss of $81.6 million in the second quarter.
Cango's stock fell over 21% on Tuesday after the company reported a net loss of $81.6 million in the second quarter, with total revenue of $50.8 million, down approximately 50% from the first quarter.
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Nebius Group (NBIS) stock surges 146% YTD, but faces customer concentration and high capex risks
The AI cloud provider reported 454% Q2 revenue growth and holds $37.5 billion in remaining performance obligations. However, three customers account for 59% of its Q2 revenue, and the company guides f
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Yahoo Finance Analysis: Tech giants like Microsoft, Google, Amazon, and Meta have invested over $1 trillion in AI infrastructure, with depreciation costs set to erode future profits.
Yahoo Finance analyzed on August 4th that tech giants such as Microsoft, Google, Amazon, and Meta have invested approximately $1 trillion in AI data centers. Specifically, Microsoft is projected to sp
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Apple rose 3.02% intraday, now trading at $326.430.
Apple rose 3.02% intraday, now trading at $326.430.
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AI safety startup AIR has completed a $50 million seed funding round led by Sequoia and Greenoaks. The company aims to help enterprises audit the skills and add-ons of AI agents and prevent undesirable behaviors.
The company completed two funding rounds: a $10 million Series A led by Sequoia, and a $40 million Series B led by Greenoaks. AIR was founded by cybersecurity experts from Israel's 8200 intelligence u
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Elon Musk: Grok Bot users are being given another free reset on token usage
Elon Musk: Grok Bot users are being given another free reset on token usage
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First Phosphate Corp. shareholders re-elect all board nominees and approve advance notice policy; registered shareholder base jumps 861% to 12,501
First Phosphate Corp. announced that at its Annual General and Special Meeting held on August 28, 2026, shareholders re-elected all five board nominees with over 95% support and approved an advance no
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US July JOLTS job openings rose to 7.27 million, falling short of market expectations for the second consecutive month.
U.S. job openings rose to 7.27 million in July, up from a downwardly revised 7.18 million in June, but slightly below market expectations of 7.31 million, data from the Bureau of Labor Statistics show
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Goldman Sachs CEO Solomon: US Faces Dilemma of Accelerating Growth or Cutting Spending, AI Expected to Boost Future Growth
Goldman Sachs Chairman and CEO David Solomon stated on Monday at the G20 Finance Ministers' Meeting that the U.S. economy is currently performing well with strong consumer resilience. However, given c
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Wells Fargo and Barclays Provided £85 Million to Headlam Group Months Before Its Collapse
The British flooring distributor Headlam Group Plc appointed insolvency officials just months after receiving as much as £85 million ($115 million) in funding from Wells Fargo & Co. and Barclays Plc.
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Bank of America, Citigroup, Goldman Sachs and 18 other firms plan to launch a stablecoin for commercial clients
Bank of America, Citigroup, Goldman Sachs and 18 other firms are teaming up to establish a company that would launch a stablecoin, aiming to guard against competition from digital assets. The stableco
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US construction spending unexpectedly fell 0.5% in July to $2.158 trillion, hitting a nearly three-year low
The Commerce Department's Census Bureau reported on Tuesday that the July decline, the lowest level since October 2023, was primarily due to higher mortgage rates weighing on single-family homebuildin
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Trump Escalates Trade War with Canada, Stating 'I Don't Want Canadian Anything' and Plans 50% Tariffs on Autos and Parts from Jan. 1
Former President Donald Trump dramatically escalated political pressure against Canada, stating on Truth Social on Sunday that he doesn't want "Canadian cars, Canadian parts, I don't want Canadian any
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Rezolve AI (RZLV) shares fell 19.2% on Tuesday, with analysts attributing the decline to a widened net loss of $139.5 million in the first half of the year.
Rezolve AI (RZLV) shares fell 19.2% on Tuesday, with analysts attributing the decline to a widened net loss of $139.5 million in the first half of the year.
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Morgan Stanley maintained an "Overweight" rating on Broadcom (AVGO) ahead of its Q3 earnings report, but warned investors that expectations for FY2027 AI revenue are too high.
Morgan Stanley noted that Broadcom will release its Q3 FY2026 earnings after market close on September 2, with the main risk being "expectations rather than fundamentals." The firm projects Broadcom's
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Oil Price Surge Fuels Inflation Concerns, US Stocks and Bonds Decline
Rising oil prices have sparked inflation concerns, with investors worrying that this could force the Federal Reserve to further raise interest rates, leading to declines in both US equities and Treasu
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Global government bond sell-off intensifies, with the US 10-year government bond yield reaching its highest level since January 2025, the Japanese 10-year government bond yield breaking above 3% for the first time since 1996, and UK and German bond yields also hitting multi-year highs, leading to a decline in major US stock indices.
The global government bond sell-off intensified today, with the US 10-year government bond yield hitting its highest level since January 2025, and the 30-year government bond yield hovering near a 20-
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First Eagle Global Fund stated in its Q2 investor letter that Google parent company Alphabet (GOOG) delivered strong Q2 results, driven by AI demand and cloud revenue.
The fund noted that Alphabet (GOOG) shares rose in Q2 2026, primarily driven by continued strong future contract revenue in its cloud business, explosive demand for AI infrastructure, robust productio
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Drone stocks broadly fell due to risk-off sentiment, with Ondas (ONDS) down 6% and Red Cat (RCAT) down 3%.
The article points out that the drone sector is broadly under pressure without company-specific news, with Ondas down 6% and Red Cat down 3%. This downturn reflects a spreading market risk aversion ra
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Micron's largest production base in Taiwan faces strike threat as workers demand one-time bonus equivalent to 83 months' salary.
Nearly 10,000 workers at Micron Technology's factories in Taoyuan and Taichung, Taiwan, are pushing for strike action after the company saw a surge in profits due to soaring AI memory demand. The unio
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Roblox shares fell 3% as Cathie Wood's ARK funds continued selling, while Take-Two Interactive shares saw little change.
Roblox shares fell 3% to $39.92 on Tuesday morning, bringing its year-to-date decline to 49%. This drop was primarily influenced by Cathie Wood's ARK Invest funds, which continued to divest Roblox sha
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Binance buys $100 million stake in Circle as part of five-year USDC promotion deal
Binance acquired 1.24 million Class A shares of Circle at $80.84 each in a private placement that closed on September 17, according to an SEC filing. This price reflected a discount to Circle’s market
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Invesco Large Cap Growth ETF (PWB) Outperforms Market in AI Investments Through Quarterly Rebalancing
Rene Reyna, Head of Thematic and Specialized Product Strategy at Invesco, noted that the ETF offers more concentrated exposure to the largest companies involved in AI development, with holdings adjust
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South Korea confirms first project under US investment agreement: Plans over $20 billion gas-fired power plant in Texas to supply electricity to AI data centers and chip factories
According to a Reuters report on September 22, South Korea has confirmed that the gas-fired power plant is the first project under the trade agreement finalized with the United States last November. W
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European AI stocks stall, Nasdaq futures flat; oil prices turn down on Strait of Hormuz diplomatic hopes
Global AI-related stocks stalled during the European trading session, with Nasdaq futures flat. Meanwhile, oil prices reversed course and fell amid rising hopes for a diplomatic resolution in the Stra
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NVIDIA's stock valuation flashes warning signs, having fallen to its cheapest level in over a decade.
NVIDIA's forward price-to-earnings (P/E) ratio, based on its projected profits over the next 12 months, has fallen below 17x, nearing its lowest level in over a decade, according to Bloomberg data. Th
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US tech stocks' rally fades, oil prices retreat, driving Treasury yields lower.
On Tuesday, the momentum of technology stocks in the U.S. equity market weakened. Meanwhile, falling oil prices prompted a decline in U.S. government bond yields.
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Spot Bitcoin ETFs attracted nearly $1 billion in inflows on Monday, marking their largest single-day inflow since October 6, 2025, and the ninth largest inflow ever.
Spot Bitcoin ETFs recorded a net inflow of $998.95 million on Monday, according to SoSoValue data. This marks the largest single-day inflow since October 6, 2025 (the day Bitcoin hit an all-time high
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Elon Musk's X now allows U.S. users to trade Bitcoin and stocks directly from cashtags via partner platforms like Coinbase and Kraken
The feature, now live, enables U.S. users to tap cashtags such as $BTC or $TSLA, view live charts and related posts, and access partner platforms including Interactive Brokers, Moomoo, Gemini, Kraken,
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Dogecoin leads crypto market rebound with 15% gains, Bitcoin stable above $85,600, short liquidations exceed $844 million.
Dogecoin surged over 15% to just above 10 cents as of Tuesday's early Asian trading, making it the top gainer among major tokens. Bitcoin was flat in the past hour at $85,600, after rising approximate
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Morgan Stanley: AI Architecture Upgrades Lead to a 50% Expansion in US Data Center Power Shortfall to 33GW, Rapid Power-On Solutions Become Core Value
Morgan Stanley's latest research report indicates that as rack-scale AI architectures rapidly proliferate, the power deficit facing U.S. data centers is far more severe than market expectations. The b
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Meta AI's smart agent Muse surpassed ChatGPT in downloads within 12 days of its launch. The Nasdaq 100 closed up 2.83%, reaching a new high for June, with CPU chip stocks surging.
Meta's AI agent, Muse, reached a peak of 448,000 daily active users and a record 264,000 single-day downloads just 12 days after its launch, significantly outperforming ChatGPT's initial period. This
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Tesla sets up Vietnam subsidiary to enter Southeast Asia's largest EV market, dominated by local rival VinFast with 92% share
Tesla registered a local entity, Tesla Motors Vietnam, this month, aiming to tap into Vietnam's fast-growing electric vehicle market. Vietnam became Southeast Asia's largest EV market in 2025, with sa
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JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
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Binance will support cash dividend distribution for Direxion Daily Semiconductor Bull 3X Shares (SOXL) via bStocks.
Binance will support cash dividend distribution for Direxion Daily Semiconductor Bull 3X Shares (SOXL) via bStocks.
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South Korean stocks open 2.02% higher on Tuesday, led by chip gains amid revived AI hopes
The benchmark Korea Composite Stock Price Index (KOSPI) rose 141.58 points to 7,149.3 as of 9:15 a.m. local time. This follows a record close for the tech-heavy Nasdaq Composite, driven by renewed opt
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Boeing CEO lowers expectations for 200 aircraft orders from China, anticipating delivery in the form of incremental orders.
Boeing CEO Kelly Ortberg stated last week that he has lowered his expectations for China to fulfill its commitment for 200 passenger aircraft through a single bulk order, now anticipating that purchas
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Rothschild-affiliated institutions issue "sell" ratings on AI new cloud duo CoreWeave and Nebius; "Big Short" Burry warns tech giants may have over $3 trillion in off-balance-sheet commitments
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterp
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Paramount wins Warner Bros takeover approval with settlement, to increase US film production by $300M annually
Paramount Skydance emerged victorious on Monday from a legal battle over its US$110 billion acquisition of Warner Bros Discovery after settling with a California-led group of US states and a Hollywood
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Ron Johnson, former head of Apple Retail, questions Silicon Valley's bet on AI shopping, believing brick-and-mortar stores will continue to thrive.
Ron Johnson, who was responsible for building Apple's retail business, stated that despite Silicon Valley pouring billions into AI agent shopping, he believes the industry overestimates the extent to
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Saylor reposted a Strategy tweet stating that MicroStrategy (MSTR) has seen its market capitalization increase by $32 billion (+80%) over the past three months.
Saylor retweeted a post from MicroStrategy's official Strategy account, which noted that the company's stock (MSTR) had increased its market capitalization by $32 billion, or 80%, over the past three
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Analysis indicates that Ethereum's staking volume has reached $120 billion and its Layer 2 total value locked (TVL) stands at $40.4 billion, but these figures may obscure its true supply status.
CryptoSlate analysis indicates that despite approximately $120 billion in staked Ethereum network assets and a daily average total value locked (TVL) of $40.4 billion for Layer-2 (L2) networks (as of
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Bitcoin surged over 6% to a seven-month high, while Meta shares rose 11.4%.
Bitcoin surged over 6% on Monday, reaching its highest level in over seven months, boosting related stocks such as Coinbase and MicroStrategy. Meanwhile, Meta's stock soared 11.4% after Wells Fargo ra
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Texas Gov. Abbott orders halt to data center environmental permits, expanding August moratorium
Texas Governor Greg Abbott on Monday directed the state's environmental regulator to pause all data center-related permits. This expands an August moratorium on new data center grid approvals, which w
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Robinhood CEO Vlad Tenev believes crypto event contracts will surpass sports betting to become the dominant category in its prediction markets within a few years
Tenev noted that crypto-linked contracts are already taking a disproportionate share of Robinhood's prediction markets business. The company's event-contract revenue surged over tenfold year-over-year
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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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