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Construction begins on 347MWdc SunRoper Solar project in Texas, US
Construction has commenced on the 347MW-direct current (MWdc) SunRoper Solar project in Wharton County, Texas, US. The project, a joint venture between OCI Energy and Arava Power, is projected to cost
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CITGO to invest $310m in Lake Charles Refinery upgrade, project expected to complete in 2029
CITGO Petroleum has announced a $310m investment to upgrade its Lake Charles Refinery in south-west Louisiana, US. The company will implement the Depentanizer Project to increase the refinery's naphth
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Apple's Tim Cook Era Ends, John Ternus Takes Over as CEO; Stock Rated Hold at Best
Following Tim Cook's departure, John Ternus has assumed the role of Apple CEO. Analysts suggest that while Cook's tenure saw Apple's stock surge by nearly 2,300%, Ternus faces the challenge of leading
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Elastic Shares Soar Over 15% After-Hours as Q1 FY27 Earnings Beat Expectations and Company Raises Full-Year Guidance; Wall Street Remains Cautious
Elastic N.V. (NYSE:ESTC) reported Q1 FY27 total revenues of $478 million, a 15% year-over-year increase, exceeding expectations. The company also raised its full-year FY27 revenue guidance to $1.998 b
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Salesforce (CRM) Q2 earnings beat expectations and the company raised its FY2027 revenue guidance for the second time, sending shares soaring over 20% in after-hours trading.
Salesforce reported Q2 revenue of $11.35 billion, exceeding the expected $11.32 billion. Adjusted EPS was $5.90, significantly higher than the anticipated $3.27. The company raised its full-year fisca
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BofA Securities Raises Microsoft (MSFT) Price Target to $600 From $500, Citing Strong AI-Driven Growth
BofA Securities analyst Tal Liani maintained a Buy rating on Microsoft, asserting that the tech giant's massive AI spending has begun translating into stronger growth. Microsoft's fiscal year 2026 cap
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SentinelOne Raises FY2027 ARR Growth Guidance from Low-Single Digits to Mid-Single Digits; Scotiabank Calls It a 'Real Signal' and Raises Price Target to $26
SentinelOne (NYSE:S) reported Q2 revenue up 21% to $292 million and annualized recurring revenue (ARR) up 22% to $1.218 billion. Following the report, Scotiabank analyst Patrick Colville raised the fi
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Strategy CEO Phong Le defends selling Bitcoin at $60,000-$65,000 before buying at $80,000+, calling it the 'right trade' driven by capital costs, not price speculation.
Strategy CEO Phong Le stated in a Bloomberg TV interview on Tuesday that the company's decision to sell roughly 7,000 Bitcoin at $60,000-$65,000 before resuming purchases around $80,000 was aimed at f
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Chevron to Invest $7 Billion to More Than Double Venezuela Output
Chevron to Invest $7 Billion to More Than Double Venezuela Output
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U.S. Treasury Secretary Scott Bessent holds a differing view, arguing that interest rate hikes should not be used to counter the current supply shock.
U.S. Treasury Secretary Scott Bessent believes that the current shock is inherently a supply shock and should not be addressed by raising interest rates unless "second or third-order effects" emerge,
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JPMorgan Chase Report: NVIDIA Management Stated That If Not Supply-Constrained, FY28 Business Growth Could Have Exceeded 100%, Far Surpassing the Previous Target of 70%
JPMorgan Chase's latest report indicates that NVIDIA's management explicitly stated at recent investor meetings that the FY28 70% year-over-year growth framework is not a demand ceiling. If not constr
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JPMorgan Chase: 30,000 to 70,000 new US jobs is the market's "sweet spot"; the CPI report will have a greater impact on the market than the employment report.
JPMorgan Chase believes that an ideal range for the upcoming US non-farm payrolls report would be between 30,000 and 70,000 new jobs. The bank noted that stronger hiring data could push bond yields hi
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Dell Technologies' shares surged 10% in after-hours trading, driven by strong AI server orders and an upward revision of its full-year revenue guidance.
Dell Technologies' stock surged by up to 10% in after-hours trading. The company raised its guidance and reported record revenue and adjusted earnings for the second quarter of fiscal year 2027, drive
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AI Stock Investors' Peak Demand Fears Eased by Strong Dell, Nvidia Outlooks and PwC's Trillions in Data Center Spending Forecast
Despite AI stock investors' concerns about demand peaking, recent data suggests otherwise. Deutsche Bank analyst Melissa Weathers noted investor sentiment has soured with "peak cycle" fears. However,
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Analysis indicates that midstream energy companies offer higher dividend yields than major oil companies, with Enterprise Products Partners at 5.8% and Enbridge at 5.5%.
Yahoo Finance analysis indicates that midstream energy companies such as Enterprise Products Partners and Enbridge currently offer higher dividend yields than major oil companies like Chevron and Exxo
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Palantir CEO Alex Karp Backs Former Ukrainian Defense Minister Fedorov's New Defense Tech Startup
Mykhailo Fedorov, Ukraine's former Minister of Defense, is launching a defense technology company aimed at transforming Ukraine's wartime experience into new technological products for Ukraine and its
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ECB Researchers Say Bank Risk Transfers Boost Dividends More Than Lending
ECB Researchers Say Bank Risk Transfers Boost Dividends More Than Lending
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Global bond market sell-off intensifies, with the US 10-year government bond yield rising to a new high for 2023 on Wednesday, impacting Hong Kong and mainland Chinese stock markets.
Global bond market sell-off intensified, with the US 10-year government bond yield rising to a new high for 2023 on Wednesday. Geopolitical conflicts in the Middle East pushed oil prices higher, leadi
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HSBC's Chief Economist warns: Asia's core risk has shifted from financial fragility during the 1997 crisis to dependence on US AI hardware demand.
Frederick Neumann, Chief Asia Economist at HSBC, noted in an August 31 research report that despite numerous similarities between the current macro environment and the period preceding the 1997 Asian
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Dell's F2Q27 Non-GAAP EPS of $7.04 and revenue of $47 billion both exceeded expectations. The company raised its FY27 traditional server revenue growth guidance to "over 100%." Goldman Sachs raised its price target to $570, citing a shift in growth logic driven by AI.
Dell's Q2 FY2027 results comprehensively exceeded expectations, with Non-GAAP EPS of $7.04, significantly surpassing Goldman Sachs' estimate of $4.96 and market consensus. Revenue reached $47 billion,
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U.S. spot Bitcoin ETFs saw $236 million outflow on Monday, led by BlackRock's IBIT
U.S. spot Bitcoin ETFs experienced approximately $236 million in outflows on Monday, with BlackRock's IBIT accounting for roughly $201 million and Fidelity's FBTC for another $44 million, according to
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Elon Musk states X is reaching new all-time highs in usage almost every week
Elon Musk states X is reaching new all-time highs in usage almost every week
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Goldman Sachs Silicon Valley AI Survey Report: AI Accelerates Industry Consolidation; Proprietary Data, Workflow Control, and Diversified Monetization Are Corporate Moats
Goldman Sachs has released a research report following its third annual Silicon Valley AI field study, emphasizing that AI is reshaping the competitive landscape of the information and business servic
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JPMorgan Private Bank says bond yields at 5% to 5.25% pose risk to stocks
Grace Peters, global investment strategy co-head at JPMorgan Private Bank, highlighted rising bond yields as a key risk facing investors. Peters made the remarks on Bloomberg Television.
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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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CNBC Analysis of October US Job Growth: Focus on Consulting, Temporary Staffing, and Campaign Hiring
CNBC analysis points out that consulting, temporary staffing, and campaign-related hiring within October's U.S. job growth warrant close attention. Gains in management, scientific, and technical consu
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Several Chinese and U.S. law firms have filed or are preparing securities class action lawsuits against NVIDIA, following disclosures that the company concealed information regarding an investigation into its CEO concerning China.
Several Chinese and U.S. law firms have filed or are preparing securities class action lawsuits against NVIDIA, following disclosures that the company concealed information regarding an investigation
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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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