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Financial Times: Research shows a decline in job postings for AI-impacted professions in Texas, a state at the heart of the US data center boom.
Financial Times: Research shows a decline in job postings for AI-impacted professions in Texas, a state at the heart of the US data center boom.
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Penn. Gov. Shapiro says too many data center developers 'don't care about our communities'
Pennsylvania Gov. Josh Shapiro said Tuesday that "too many" data center developers don't care about the communities where they are building artificial intelligence-sector projects. His comments came a
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The U.S. Securities and Exchange Commission (SEC) is preparing a plan aimed at expanding retail investors' access to private markets and allowing investment advisors to charge performance fees to a broader range of clients.
The U.S. Securities and Exchange Commission (SEC) is preparing a plan aimed at expanding retail investors' access to private markets and allowing investment advisors to charge performance fees to a br
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Oracle is down 6.01% intraday, currently trading at $140.155.
Oracle is down 6.01% intraday, currently trading at $140.155.
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Meta's Zuckerberg Says Countries Should Not Restrict Open-Weight AI Models at G20 Tech Meeting
Meta's Zuckerberg Says Countries Should Not Restrict Open-Weight AI Models at G20 Tech Meeting
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Prediction Market Traders See 50-50 Odds for U.S. Economy Adding Over 50,000 Jobs in August
Prediction market traders on platforms like Kalshi and Polymarket assign roughly 50% likelihood to the U.S. economy adding more than 50,000 jobs in August. This outlook implies a slightly lower job cr
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Semafor reports: Meta disables some tampered smart glasses cameras
Semafor reports: Meta disables some tampered smart glasses cameras
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Anthropic changes data retention policy after customer pushback, launching Enterprise Frontier Safeguards
Anthropic announced on Tuesday it will walk back a controversial 30-day data retention policy for its Claude Fable 5 and Mythos 5 AI models, which had been introduced in June. Following extensive feed
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Nestlé Sells Health Supplement Brand to Private Equity Firm Yellow Wood Partners for $1 Billion
Nestlé stated that the transaction, involving seven brands including Nature's Bounty and Sisu, aims to tighten its portfolio and focus on core categories. The business generated $1.2 billion in sales
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Deutsche Bank analyst names Coherent and Lumentum as "highest conviction" hardware picks for the AI wave
Deutsche Bank analysts identify Coherent and Lumentum as their "highest conviction" stock picks among hardware companies positioned to benefit from the next big AI wave, citing their role in connectiv
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Arm Holdings stock fell as much as 5.1% on Tuesday, after a regulatory filing revealed CFO Jason Child sold 10,400 shares worth over $2.65 million.
The sale, executed at $255.33 per share, was part of a previously disclosed Rule 10b5-1 trading plan adopted earlier this year. Despite the sale, Child still owns 163,832 shares, valued at over $39.6
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Martin Marietta Materials (MLM) completed its merger with Lhoist North America on August 21, becoming the leading producer of limestone products in the United States.
Martin Marietta Materials (MLM) completed its merger with Lhoist North America on August 21, a transaction that added over 2 billion tons of high-quality limestone reserves and made it the leading pro
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Coinbase is down 6.03% today, currently trading at $176.779.
Coinbase is down 6.03% today, currently trading at $176.779.
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Bank of America analyst Tal Liani believes Microsoft's stock could rally another 20%, citing its full-stack AI strategy driving superior economics.
Liani suggests investor concerns about software-sector weakness and artificial-intelligence overspending are retreating, providing a boost to Microsoft shares.
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FPA Queens Road Small Cap Value Fund maintains a mid-sized position in Sprouts Farmers Market (SFM) after its stock crashed in late 2025
In its Q2 2026 investor letter, FPA Queens Road Small Cap Value Fund noted that Sprouts Farmers Market (SFM) stock performed strongly through April 2025, leading the fund to trim its position in late
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Lumentum stock sets up new buy point after 148% gain, with AI summer swoon yielding opportunity
Lumentum (LITE) stock saw significant gains in 2025 and early 2026 during the artificial intelligence trade. Following a rotation out of tech names this summer, the data center infrastructure company'
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Yahoo Finance analysis: If a market crash occurs, the author would buy Space Exploration Technologies and Intel, citing strong AI-related growth for both
A Yahoo Finance analysis suggests that in the event of a market downturn, the author would consider investing in Space Exploration Technologies (SpaceX) and Intel. The analysis highlights SpaceX's rob
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Musk retweeted a post quoting U.S. Secretary of Transportation Sean Duffy's remarks on autonomous vehicle regulation, where Duffy emphasized the need for unified federal standards and a "Goldilocks" approach.
U.S. Secretary of Transportation Sean Duffy, discussing autonomous vehicle (AV) regulation, stated that his philosophy is to neither regulate too slowly, stifling innovation and companies, nor too qui
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Michael Saylor retweeted a post stating that Phong discussed MicroStrategy ($MSTR) with Bloomberg.
Michael Saylor retweeted a post stating that Phong discussed MicroStrategy ($MSTR) with Bloomberg.
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Google launches AI image creation tool Google Pics, aiming to rival Canva and Adobe with a prompt-based approach
Google has introduced Google Pics, a new AI-powered image creation and editing tool designed to compete with platforms like Canva and Adobe Express. The tool, which emphasizes AI prompting over tradit
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**Market Volatility After US Airstrikes in Iran: Dow Plunges 412 Points, US Oil Jumps 4% to Over $89, Global Bond Yields Soar**
U.S. airstrikes on Islamic Revolutionary Guard Corps targets in Iran sparked market concerns. U.S. stocks closed lower on Tuesday, with the Dow Jones Industrial Average falling 412 points (0.8%), the
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FPA Queens Road Small Cap Value Fund significantly increased its holding in UGI Corp (UGI), citing the diversified energy company's attractive valuation at around 11x earnings.
In its second-quarter 2026 investor letter, the fund stated that UGI, a regulated gas utility also involved in pipelines and propane distribution in the U.S. and Europe, has done an impressive job res
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FPA Queens Road Small Cap Value Fund highlights RLI Corp. in Q2 2026 investor letter, citing strong performance and adding to its position
In its second-quarter 2026 investor letter, First Pacific Advisors' FPA Queens Road Small Cap Value Fund praised specialty insurer RLI Corp. (NYSE:RLI) for its selective business approach, diversified
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FPA Queens Road Small Cap Value Fund significantly increased its position in JBT Marel (JBTM) during the second quarter of 2026, citing the company's consistent earnings growth in non-cyclical markets, according to its Q2 2026 investor letter.
The fund noted that JBT Marel manufactures food processing equipment and has an impressive history of earnings consistency and growth in relatively non-cyclical end markets. The fund returned 27.02% i
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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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Bloomberg: Tech Stock Gains and Falling Oil Prices Boost U.S. Equities, Asian Markets Set to Follow Suit
According to Bloomberg's market wrap, rising tech stocks and falling oil prices jointly propelled major U.S. stock indices to record their best single-day performance in seven months, with Asian equit
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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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