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SK Hynix CEO: Global Memory Chip Shortage Expected to Last Until Late 2030, Low Risk of Oversupply
SK Hynix CEO stated that memory chips are no longer "commodities" in the age of AI, thus the risk of oversupply is low.
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The U.S. will impose tariffs of up to 100% on drones and certain components starting Thursday, citing national security threats and aiming to boost domestic supply chains.
US President Donald Trump signed an executive order in August to address national security threats posed by drone imports and boost domestic supply chains. Drones weighing over 25 kilograms, equipped
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The Wall Street Journal: Bond markets stabilize, oil prices fall, and markets are on alert for JPY intervention after US Treasury Secretary Scott Bessent stated that Tokyo would take measures to support the Japanese Yen.
The bond market stabilized today, with government bond yields slightly lower and global government bonds also trending stable, the Wall Street Journal reported. Oil prices are falling, and US stock fu
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Hewlett Packard Enterprise (HPE) raises revenue growth outlook for FY2026/2027, driven by strong demand for AI servers and networking businesses.
Hewlett Packard Enterprise (HPE) reported revenue of $12.2 billion for the fiscal quarter ending July, a 34% year-over-year increase, surpassing analysts' expectations of $12.0 billion. Adjusted earni
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Broadcom issues strongest guidance ever: expects AI chip revenue to reach $230 billion in fiscal year 2028, far exceeding expectations.
Chip giant Broadcom, following its latest quarterly earnings release, officially provided its first guidance for AI chip revenue in fiscal year 2028, projecting $230 billion, significantly higher than
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Earnings Report Roundup for the Past 24 Hours: 3 US-listed companies released their results
· Medtronic plc (MDT) Q1 Earnings: EPS $1.45 beats estimates, Revenue $9.76 billion beats estimates · Snowflake Inc. (SNOW) Q2 Earnings: EPS $0.62 beats estimates, Revenue $1.55 billion beats estimate
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Trump administration revives push for semiconductor tariffs, pressuring Samsung and SK Hynix to build plants in the US or face overseas chip tariffs.
The Donald Trump administration has resumed its push for targeted semiconductor tariffs, aiming to pressure companies like Samsung Electronics and SK Hynix to expand production in the United States, o
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Musk reposted a tweet, revisiting his first demonstration of Cybercab in 2024.
Musk reposted a tweet, revisiting his first demonstration of Cybercab in 2024.
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Elon Musk reposted a tweet, reiterating his five visions for clean energy, AI, free speech, and humanity's multi-planetary survival.
Elon Musk retweeted a post from @marsrepublica, which satirically summarized Musk's five major visions: providing the world with clean energy, achieving abundance through AI and robotics, curing blind
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Musk retweeted a French official's post, stating that Tesla FSD has entered road testing in France.
Musk retweeted a post by French official Philippe Tabarot. Tabarot stated that French authorities have been working closely with Tesla for several months on technical adjustments to FSD to support its
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Elon Musk reposts Intel board member Lip-Bu Tan's tweet, stating Agentic AI is reshaping cybersecurity and highlighting Intel's and CrowdStrike's combined hardware and cloud-native security intelligence
Elon Musk reposts Intel board member Lip-Bu Tan's tweet, stating Agentic AI is reshaping cybersecurity and highlighting Intel's and CrowdStrike's combined hardware and cloud-native security intelligen
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Trump Considers More Tariffs on Chips
Trump Considers More Tariffs on Chips
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SK Hynix CEO States "Made in America" HBM Products Will Begin DRAM Wafer Production in South Korea
SK Hynix CEO Kwak Noh-jung stated at the groundbreaking ceremony on August 26 that the company's more than $4 billion HBM production facility in Indiana will be the gateway for the first "Made in Amer
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Elon Musk reposted a tweet from @XFreeze, stating that SpaceX's Starlink satellites feature autonomous collision avoidance, planning maneuvers if collision probability exceeds 1 in 100,000, which is 10 times more conservative than the industry threshold.
Elon Musk reposted a tweet from @XFreeze, stating that SpaceX's Starlink satellites feature autonomous collision avoidance, planning maneuvers if collision probability exceeds 1 in 100,000, which is 1
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Barclays reports that the expansion of AI hashrate in the US is facing new bottlenecks: "permitting" issues such as community opposition and approval delays are now replacing chips and power as the core obstacles.
A Gallup poll in March indicated that 71% of U.S. respondents oppose the construction of data centers near their communities, a higher percentage than those opposing nuclear power plants, according to
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VW, Amazon, and over 160 US companies unable to rule out sanctioned smelters among potential suppliers
A Financial Times report indicates that these companies cannot confirm their supply chains are free of blacklisted groups, highlighting challenges in Western efforts to clamp down on conflict minerals
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Uber Allies With Drivers Union to Slow Rollout of Self-Driving Taxis
Uber acknowledges its pro-worker stance may seem "ironic" after years of conflict with drivers.
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Michigan Court Orders Kalshi to Continue Blocking Sports Prediction Markets, Citing Violations of State Betting Law
A Michigan state court has issued a preliminary injunction requiring prediction markets platform Kalshi to continue blocking state residents from accessing sports-related event contracts. The order, i
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KPMG warned Guggenheim's private investment unit over deficiencies in internal controls, flagging flaws in revenue accounting
KPMG warned Guggenheim's private investment unit over deficiencies in internal controls, flagging flaws in revenue accounting
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Hong Kong's Hang Seng Index opened up 0.68% on Thursday, with mainland China and South Korean markets also rising, driven by overnight US tech gains and stable oil prices
The benchmark Hang Seng Index rose 171 points to 25,482. Mainland China's Shanghai Composite Index opened up 0.29% at 3,952, while South Korea's Kospi opened 1.33% higher at 6,650. Tokyo's Nikkei 225
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Fidelity Investments: US 401(k) Retirement Savings Remain at Historic Highs in Q2, Millionaire Accounts Hit New Record
Fidelity Investments announced on Thursday that despite ongoing macroeconomic concerns, investors remained focused on long-term goals, driving US 401(k) retirement savings to maintain historic highs i
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Shipping stocks surge to multi-year highs amid Hormuz crisis, with a basket of US and European firms up 68% this year and crude-tanker stocks leading with 120% gains
A months-long crisis in the Strait of Hormuz has turned the shipping sector into one of 2026's hottest trades, sending stocks to their highest levels in over a decade. The crisis has forced tankers on
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Morgan Stanley: AI giants including Google, Meta, Amazon, Microsoft, Oracle, and NVIDIA have accumulated over $1.3 trillion in off-balance sheet long-term commitments, making their true leverage difficult to assess.
Morgan Stanley's latest research report indicates that hyperscale cloud providers and chip giants have accumulated over $1.3 trillion in long-term commitments, comprising more than $640 billion in pur
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Google (Alphabet) launches new AI models and wins antitrust case, gaining AI momentum after longest monthly losing streak in over a decade
Google (Alphabet) on Wednesday launched Gemini 3.8 Flash and Gemini 3.8 Flash Cyber, its third Flash model in six weeks, focused on coding and agentic tasks with improved reasoning. Gemini 3.8 Flash C
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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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Is the Crypto Circle Legal in China? An Analysis of Legal Risks for Domestic Participants in Virtual Currency Trading
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First Abu Dhabi Bank is considering a multi-billion dollar rights issue
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