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Anthropic accuses Chinese AI labs, including Moonshot AI and Alibaba, of illegally 'distilling' its Claude models and selling copies on the dark web
Anthropic's head of threat intelligence, Jacob Klein, stated that foreign adversaries are illegally accessing their Claude models to train competing technology and sell copycat versions at lower price
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**The Wall Street Journal Analysis: Some Overseas ETFs May Contain Significant US Equities; Investors Seeking Diversification Should Be Wary**
The Wall Street Journal's analysis indicates that some stock index funds named "international," "global," or "world" may hold up to 60% or even more U.S. stocks, even as they claim to offer exposure t
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MarketWatch: Buying AI hardware outright is becoming more economical than renting AI power through the cloud, creating a power shift within Big Tech.
MarketWatch: Buying AI hardware outright is becoming more economical than renting AI power through the cloud, creating a power shift within Big Tech.
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Berkshire CEO Abel: AI Data Center Expansion Bottleneck Lies in Energy Infrastructure, Company's Energy Business Expected to Benefit
Abel believes that as AI accelerates data center construction, the real constraint is not electricity itself, but the time required for energy infrastructure development, with grid expansion and trans
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Berkshire CEO Abel: Increased Google Holdings by $10 Billion in Late May, Buffett Still Involved in Key Investment Decisions
Berkshire Hathaway CEO Greg Abel revealed in an exclusive interview with CNBC in Tokyo on September 2 that Berkshire was offered an opportunity to participate in Google (Alphabet)'s equity financing i
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Clean sweep or split Congress, these are the trades to make on the midterms outcome, says JPMorgan
JPMorgan states that some stocks face a very different environment depending on how America votes in the midterms, and has outlined corresponding trading strategies.
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Principal Asset Management's Seema Shah Says Equities Show No Real Signs of Discomfort on Yields
Seema Shah, chief global strategist at Principal Asset Management, believes the factors behind higher bond yields are “not something that would really stop markets in their track.”
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Bitcoin recovers toward $78,000, up 0.76% since midnight
BTC rose 0.76% since midnight as a softer dollar lifted equities and metals alongside crypto. Meanwhile, PONS and Arbitrum (ARB) also pushed higher for a third consecutive session, extending their Rob
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MarketWatch Analysis: Fed Rate Hike This Month May Only Cause Temporary Stock Market Weakness
MarketWatch analysts suggest that the stock market's reaction to a potential Federal Reserve interest rate hike in mid-September might be less severe than anticipated, leading to only temporary weakne
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CNBC: U.S. AI Data Centers' Reliance on Chinese Supply Chains Deepens, Trump Administration Tightens Restrictions and Considers Banning Imports of Chinese Optical Transceivers
CNBC reported that the increasing reliance of U.S. AI data centers on Chinese supply chains for critical components such as transformers, batteries, and optical equipment has raised concerns in Washin
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Boeing's $8.4 Billion Deal Deep in Losses, with a Pre-Tax Loss of $339 Million in H1 2026
Boeing's acquisition of Spirit AeroSystems for $8.4 billion has since uncovered substantial previously unidentified liabilities, resulting in a pre-tax loss of $339 million for the first half of 2026.
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Musk and Zuckerberg Warn at G20 Summit: AI Development Faces Bottlenecks in Power and Skilled Worker Shortages; Musk Predicts AI Chip Power Deficit to Reach 15 Gigawatts by 2027
At the G20 Technology Ministers' Meeting held on September 1, Musk and Zuckerberg jointly warned global policymakers that the shortage of skilled workers and insufficient power supply are becoming the
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Morgan Stanley says investors are skeptical of Treasury Secretary Bessent's "put option."
Morgan Stanley says investors are skeptical of Treasury Secretary Bessent's "put option."
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Google accelerates custom AI chip development, shortening TPU release cycles to two or more per year
Amin Vahdat, Google's VP and Chief Architect of AI Infrastructure, stated that Google has shortened the release cycle for its TPUs from one model every two years to one model every year, and even two
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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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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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1
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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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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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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Binance Stock Trading Platform Adds 25 New Stocks
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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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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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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