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Jim Cramer Says Nvidia's 23x Forward Multiple is 'Absurd' for a Company Growing 70% in FY2028, Demands $500 Billion Buyback
Jim Cramer Says Nvidia's 23x Forward Multiple is 'Absurd' for a Company Growing 70% in FY2028, Demands $500 Billion Buyback
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New York Fed President John Williams said he is more open to interest-rate hikes, questioning if current monetary policy is sufficient to bring inflation to target.
New York Fed President John Williams, a leading advocate of the central bank’s “hold and wait” strategy on interest rates, stated in a television appearance Wednesday that there is “no clear science”
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Hyperscale Data (GPUS) stock plummets to all-time low as company pivots Michigan Bitcoin mining operations to AI
Shares of Nasdaq-listed Hyperscale Data fell to a new all-time low on Wednesday, bringing its year-to-date decline to over 76%. This follows the company's complete shutdown of its Bitcoin mining opera
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Artisan Global Opportunities Strategy Highlights STMicroelectronics (STM) in Q2 2026 Letter, Betting on AI Infrastructure Growth and Improving Analog Semiconductor Cycle
Artisan Global Opportunities Strategy Highlights STMicroelectronics (STM) in Q2 2026 Letter, Betting on AI Infrastructure Growth and Improving Analog Semiconductor Cycle
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Artisan Global Opportunities Fund Highlights TSMC (TSM) as Key Contributor, Citing AI-Driven Demand and Strong Profit Cycle
In its Q2 2026 investor letter, Artisan Global Opportunities Fund noted Taiwan Semiconductor Manufacturing Company Limited (TSM) as a significant contributor to its performance. The fund cited TSM's g
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Palantir fell 6.55% today, now trading at $168.140.
Palantir fell 6.55% today, now trading at $168.140.
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Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
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Palantir is down 5.04% today, currently trading at $170.855.
Palantir is down 5.04% today, currently trading at $170.855.
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Artisan Partners increased its stake in Corning (GLW) in Q2 2026, optimistic about its growth potential driven by AI infrastructure demand.
Investment management firm Artisan Partners disclosed in its Q2 2026 investor letter that it has added Corning Incorporated (NYSE:GLW) as a new holding. The fund believes that as AI infrastructure spe
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Artisan Global Opportunities Strategy Fund Added GE Aerospace (GE) in Q2 2026, Citing Overblown Market Concerns
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy disclosed initiating positions in GE Aerospace (NYSE:GE). The fund stated it made the move following a geopolitically
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Yahoo Finance analysis suggests Oracle (ORCL) could reach $250 by year-end 2026, with a consensus analyst price target of $244.12.
Yahoo Finance analysis suggests Oracle (ORCL) could reach $250 by year-end 2026, with a consensus analyst price target of $244.12.
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United States Antimony (UAMY) Jumps 8% to $5.04, USA Rare Earth (USAR) Rises 3% to $17.72, Despite Broader Rare Earths ETF Decline
Shares of United States Antimony (UAMY) and USA Rare Earth (USAR) saw gains of 8% and 3% respectively, with UAMY closing at $5.04 and USAR at $17.72. This occurred without a same-day catalyst, while t
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AI Security Startup HiddenLayer Raises $100M Series B Led by Delta-v Capital, with Participation from Morgan Stanley and Microsoft's M12
HiddenLayer, an AI security startup, has raised $100M in Series B funding led by Delta-v Capital, with participation from Ten Eleven Ventures, Morgan Stanley, Microsoft's M12, Booz Allen Hamilton, and
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IMPAX Asset Management says the Federal Reserve's September decision is a "real coin toss."
IMPAX Asset Management says the Federal Reserve's September decision is a "real coin toss."
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Last week, Federal Reserve Chairman Warsh outlined his interpretation of key U.S. economic data points at the Jackson Hole conference, offering new insights into policymaking.
Federal Reserve Chairman Kevin Warsh delivered a keynote speech last week in Jackson Hole, Wyoming, detailing some of the key data points he uses to assess the U.S. economy, offering markets new insig
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BlackRock Strategist: Amazon, Google, Microsoft's Nearly $600 Billion Investment Shows AI Boom Still in "Massive Construction" Phase One
BlackRock's global chief investment strategist, Wei Li, stated on Monday that despite tech giants like Amazon, Google, and Microsoft planning to collectively invest nearly $600 billion in capital expe
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Google defeats US bid to force ad tech sale, judge rejects breakup of advertising exchange
A judge in Virginia on Wednesday rejected the U.S. Department of Justice's bid to force Alphabet's Google to sell its online advertising exchange, AdX. This ruling marks the second significant symboli
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NVIDIA and Equinix Deepen AI Inference Partnership, Launching Equinix Inference Exchange
NVIDIA and digital infrastructure company Equinix have expanded their partnership to target the next phase of AI spending on inference, launching the Equinix Inference Exchange. This distributed AI in
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NVIDIA rose 3.01% intraday, now trading at $223.980.
NVIDIA rose 3.01% intraday, now trading at $223.980.
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AST SpaceMobile (ASTS) shares soar 12% to $62.36 and Planet Labs (PL) climbs 5% to $20.14 after Berenberg initiates coverage with Buy ratings and price targets of $92 and $25 respectively.
Berenberg analyst Michael Filatov initiated coverage on AST SpaceMobile with a Buy rating and a $92 price target, and on Planet Labs with a Buy rating and a $25 price target. The firm also initiated R
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CNBC Analysis: Private Equity Funds Underperform S&P 500 Over Past Three and Five Years, But Maintain Long-Term Advantage
CNBC analysis points out that, according to a report released in August, as of March this year, private equity funds' annualized returns over the past three and five years were 7.4% and 9.3% respectiv
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Baron Global Opportunity Fund Q2 Report: CrowdStrike (CRWD) Stock Soars 95.6% Driven by Enterprise AI Adoption
Baron Global Opportunity Fund noted in its Q2 2026 investor letter that cloud-native cybersecurity platform CrowdStrike (CRWD) saw its stock price rise by 95.6%, making it one of the fund's top perfor
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Baron Global Opportunity Fund: Nu Holdings (NU) Stock Price Falls 7.1% in Q2, but Fund Uses Pullback to Increase Holdings
Nu Holdings (NU) shares fell 7.1% in Q2 2026 due to lower-than-expected Q1 earnings, provisions exceeding expectations by 37%, and the unexpected departure of its CFO, which also dampened market senti
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Google CEO Pichai's promised Gemini 3.5 Pro AI model remains undelivered, contributing to Alphabet shares falling nearly 6% this month
Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) shares closed at $335.02 on September 1, down 5.93% over the past month, as CEO Sundar Pichai's promised flagship AI model, Gemini 3.5 Pro, has yet to be released.
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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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GameStop CEO Ryan Cohen purchased $26.4 million worth of company stock, sending the share price up 3% after hours.
GameStop shares rose 3% in after-hours trading after CEO Ryan Cohen reported an insider stock transaction to the U.S. Securities and Exchange Commission.
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Nasdaq Composite surged 2% and S&P 500 jumped 1.5% on Monday, but 30 S&P 500 stocks hit new 52-week lows while only 7 reached new highs, a divergence not seen since 1999
The S&P 500's internal divergence, where new lows outnumbered new highs, was last observed on Dec. 21, 1999, just months before the Dotcom Bubble top. Analysts note that the S&P 500's gains were led b
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The Office of the Comptroller of the Currency (OCC) has granted Catena Company preliminary conditional approval to establish a national trust bank.
The proposed bank will be able to custody and manage fiat, securities, and digital assets, but Catena must meet capital, liquidity, and pre-opening requirements before operations.
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MarketWatch: Stocks depressed by Q4 tax-loss selling historically rebound in January
MarketWatch analysis suggests that stocks artificially depressed by tax-loss selling in the fourth quarter often rebound in January once the selling pressure subsides. This strategy is referred to as
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AI and chip stocks race ahead
AI and chip stocks race ahead
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Bitcoin ETF Holders Back in Profit as Price Surges Towards $87,000, Reaching $86,837 Earlier Monday
Bloomberg ETF analyst James Seyffart noted that Bitcoin exchange-traded fund holders are now in profit for the first time since January, as the cryptocurrency's rally on Monday morning pushed the aver
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Amazon has blocked Meta's AI shopping agent, Muse, while Shopify has chosen to collaborate with Muse to develop payment technology.
Amazon cut off Meta's personal AI agent, Muse, from making purchases on Amazon on behalf of users on September 21. Users attempting to shop via Muse received a notification stating that unauthorized A
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MarketWatch: S&P 500 approaches all-time high, but roughly 60% of its constituent stocks are down more than 20% from their historical peaks.
MarketWatch reported on Monday that the S&P 500 Index is approaching an all-time high, but there are "cracks" within it. Approximately 60% of the index's constituent stocks have fallen more than 20% f
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US stocks rose, with the Nasdaq Composite hitting a record high, as oil prices fell and market bets on AI surged.
Oil futures fell on hopes of renewed US-Iran talks, sparking a rally in riskier tech stocks and pushing the Nasdaq to a new all-time high.
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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.
U.S. stocks
24H Trending
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BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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Binance Stock Trading Platform Adds 25 New Stocks
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A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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