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Meta Halts "Token Farming," Adjusts AI Performance Metrics
Meta executives issued an internal memo on Tuesday (September 2) stating that the company will no longer use AI adoption dashboards or token usage to evaluate engineers' impact. Instead, work quality
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Wallstreetcn Analysis: Front-running labs like Google, OpenAI, and SSI are shifting the AI competition's focus to "Recursive Self-Improvement" (RSI).
An analysis from Wall Street News points out new developments in the AI industry: frontier labs are shifting their competitive focus towards "Recursive Self-Improvement" (RSI), where AI participates i
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Venture Capitalists Pivot to 'AI-Proof' Assets Like Sports, Casinos, and Travel, Seeking Businesses Insulated from Rapid AI Development
Traditionally focused on moonshot technology bets, these investors are now exploring more analog pursuits such as sports teams, iconic real estate, and children’s toys, focusing on human experiences t
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US Treasury Secretary Scott Bessent criticized tech giants for "terrible" public relations regarding data center construction, fueling a nationwide backlash.
U.S. Treasury Secretary Scott Bessent on Wednesday publicly criticized tech giants at an event hosted by the Economic Club of Charlotte in North Carolina, accusing them of failing to effectively win p
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Natixis Investment Managers Raises Japan Stocks Allocation, Cuts US Equity Exposure
The firm's strategists told Bloomberg in a recent interview that the move is a bet that Japan’s economic growth momentum will endure as inflationary pressures push government bond yields higher.
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Broadcom CEO Hock Tan: Expects AI revenue to double consecutively over the next two years, reaching $230 billion in fiscal year 2028; custom chips to match GPU performance at half the cost.
After market close on Wednesday ET, Broadcom announced its net revenue for the third fiscal quarter of 2026 surged 86% year-over-year to $29.591 billion, with AI semiconductor revenue soaring 221% yea
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Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
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Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 billion by fiscal year 2028. Its stock price fluctuated after hours, initially falling before rising.
Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 b
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TechCrunch Disrupt 2026 to feature new Real World AI Stage with Nvidia, robots, and de-extinction discussions
The TechCrunch Disrupt 2026 conference, scheduled for October 13-15 in San Francisco, will introduce a new “Real World AI” stage. This stage will focus on the intersection of digital and physical AI,
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The White House plans to host a state dinner for Xi Jinping on September 24. U.S. Treasury Secretary Scott Bessent confirmed that AI will be a key topic at the Xi-Biden summit.
MS NOW reported on Wednesday, citing sources, that the White House is planning a state dinner for Chinese leader Xi Jinping in Washington on September 24. This would be the second highest-level recept
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Republican Senator Thom Tillis calls on Trump to fire Defence Secretary Pete Hegseth, citing 'inept mismanagement' amid Iran war
Senator Tillis accused Hegseth of creating a “leadership void” within the military and being fixated on “culture wars” instead of national defence, contrasting him unfavourably with former Army Secret
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NVIDIA's stock rose as Dell's earnings report indicated that AI hardware demand has expanded beyond major cloud service providers to a broader customer base.
D.A. Davidson analyst Gil Luria noted that Dell's results further validate the growth momentum in the enterprise AI computing market beyond hyperscale cloud providers.
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U.S.-Venezuela oil cooperation is accelerating, with the White House stating that crude oil under the agreement could enter U.S. reserves as early as November. Chevron plans to invest $7 billion to expand production, and its stock price hit an all-time high on Wednesday.
Oil cooperation between the United States and Venezuela is accelerating. White House spokesperson Anna Kelly stated on Wednesday that crude oil obtained through the agreement with Venezuela could reac
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Former xAI and X CFO Anthony Armstrong joins Coinbase board, will serve on Audit and Compliance Committee
Anthony Armstrong, who most recently served as CFO across Elon Musk's xAI and X Corp., has been appointed to Coinbase's board of directors. He will also serve on the Audit and Compliance Committee, in
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JPMorgan curbed lending to Jane Street last year as the trading firm muscled into US Treasuries market
JPMorgan curbed lending to Jane Street last year as the trading firm muscled into US Treasuries market
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Broadcom Inc. (AVGO) Q3 Earnings: EPS $3.32 Beats Estimates, Revenue $29.59 Billion Largely Meets Expectations
EPS: $3.32, market expectation $3.22 Revenue: $29.59 billion, market expectation $29.24 billion Reporting Period: FY2026 Q3 (ended August 2, 2026) Release Date: September 2, 2026
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USTR Greer met with House Republicans on Wednesday amid Trump's trade disputes, including new tariffs on Canada and plans to lower beef import tariffs that angered ranchers.
U.S. Trade Representative Jamieson Greer met with House Republicans on Wednesday to discuss President Donald Trump's ongoing trade war with Canada and his administration's plan to lower tariffs on 300
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Broadcom's Q3 revenue of $29.6 billion and adjusted EPS of $3.32 both exceeded expectations, yet the stock price still fell.
Broadcom announced its latest quarterly earnings, with revenue reaching $29.6 billion, an 86% year-over-year increase, surpassing analysts' expectations of $29.2 billion. Adjusted earnings per share w
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Federal prosecutors have charged William Sarris, founder of private investment firm Linqto, with defrauding tens of thousands of investors.
Federal prosecutors have accused William Sarris, founder of private investment firm Linqto, of defrauding tens of thousands of investors by selling them pre-IPO company shares through fabricated scarc
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Meta has released its most powerful AI model to date, Muse Spark 1.3. The Chief AI Officer stated that its programming capabilities surpass OpenAI's GPT-5.6 Sol and are on par with Anthropic's Claude Fable 5.1, while boasting a 25% improvement in operational efficiency.
Meta has released its most powerful AI model to date, Muse Spark 1.3. The Chief AI Officer stated that its programming capabilities surpass OpenAI's GPT-5.6 Sol and are on par with Anthropic's Claude
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South Korea announced a $919 billion investment to develop sovereign AI, aiming to build 18.4 GW of hashrate by 2035, with NVIDIA poised to benefit significantly.
The South Korean government announced in July its plan to invest $919 billion by 2029 to build 8.4 GW of data center hashrate, ultimately expanding the total scale to 18.4 GW by 2035, elevating AI to
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Snowflake (SNOW) reported Q2 revenue of $1.55 billion, exceeding expectations with a 35% increase. AI revenue saw a significant jump, and the company raised its full-year guidance, leading to an after-hours surge of over 20%.
Snowflake (SNOW) reported Q2 revenue of $1.55 billion, exceeding expectations with a 35% increase. AI revenue saw a significant jump, and the company raised its full-year guidance, leading to an after
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Microsoft announced it will disclose Azure cloud business quarterly revenue in USD for the first time, and adjust its business reporting structure.
Microsoft announced in a presentation on Wednesday that it will disclose the quarterly revenue of its Azure cloud business in U.S. dollar terms for the first time, aiming to provide a clearer picture
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Snowflake shares surge 22% in extended trading after Q2 results and Q3 guidance beat expectations, boosted by AI coding agent adoption
Snowflake's revenue rose 35% year-over-year in the fiscal second quarter, which ended July 31. The company reported a net loss of $191.7 million, or 55 cents per share, an improvement from $297.9 mill
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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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Anthropic plans to list on Nasdaq by the end of next week, with related 2x leveraged ETFs expected to launch shortly thereafter.
Anthropic plans to list on Nasdaq by the end of next week, with related 2x leveraged ETFs expected to launch shortly thereafter.
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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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